George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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Imagine if you bought these shares in their prime 10 years ago. To think when they had just sold 45% of Verizon for £85 B. Now itself worth less than 20 (or around that). They really messed up there!
I have the opportunity to average down obviously and they plan to update us in May. I do think it maybe a tad undervalued with the book value now around 0.3 (according to finance sites) and I've seen somewhere the PE to be 2. I could obviously be wrong about them though!
Someone on this thread called it a value trap at 90p, what a genius they were!
On a lighter note, has anyone seen some of the innovative things they seem to be doing at MWC? mostly on YouTube and on their website too.
https://www.vodafone.com/news/campaigns-events/mobile-world-congress-mwc
We need to be patient, if Vod does not go completely broke it will be worth quite a lot more. Market sentiment is terrible right now except US stock market but it seems the optimism there is mostly fueled by the AI bubble
Mole, a lot of families can't afford to buy their own house or pay the mortgage, not many have a spare 25k to invest each year, I don't think many pensioners will be voting tory either, except maybe some of the rich one's that use the new isa,s
It's a different world out there Dan. 100,000 salary plus a family will leave most with little to spare. If your partner works too, you may have lots more, but then you have two 20k allocations you can fill. Not many working couples have £40k after tax with nothing to do with but save.
Can't see a British ISA being much interest. I reckon it's a ruse to clear out Natwest. Put money in a British ISA and you can buy discounted shares of Natwest.
For £35 million after hours! Something has to be brewing here, for sure. It's really annoying though that we can't seem to stay above 70p. Just when you think progress is being made, down she goes again. Being a Vod shareholder is not an enjoyable experience to say the least!
Mole_man. I am sorry you can't afford to invest more than 20 grand a year in an I.S.A. & I assume this new British I.S.A. is for all L.S.E. shares?
Vod is up 10% over 1 month, I am fairly happy with this. But I am in no rush for the sp to run away with itself. It's better to buy it cheaper 😃👍
This article is not directly related to Vod but it does highlight the issue of how LSE is undervaluing businesses
"A major Currys investor has hit out at the “absurdity” of valuations on the London Stock Exchange as two more companies prepare to quit.
JO Hambro Capital, a top 10 Currys shareholder, criticised the dismal valuations the London stock market attaches to businesses"
https://finance.yahoo.com/news/currys-investor-hits-absurdity-london-181418927.html
So the gov announces a new british isa, so the 0.1% of people who can max their ISA allowance every year can put an extra 5000 in to British companies. We're all saved!
Wonder what a British company is? A kazak miner listed in London?
Be careful gutter, you don't want to be crashing again, your mummy will be so worried about you, and so are all of us
my darling gutter snipe,i don't know if you are an alien,an algorithm,a human,etc,etc,but whatever species you are i write to admire your ability in sucking in our vod team group,forcing them to react to your high quality in depth, myriad daily analysis.
you have achieved that magical thing ,in giving us the comfort of realization that in the real world bull**** always baffles brains.
onwards and upwards.
All your posts are being deleted gutter. lol.
Whenever you see a crack coming or you get a bad feeling the SP goes up.
Knot much aktion on hear todaye, where is everione?
I is fealing abowt a big crash comming soone.
I cannot cope with 5 bids in the space of a few weeks in my portfolio - VOD - seems persistent rumour
Great timing gutter shyte. Look at the SP since your post.
Classic.
Oops🫢
*won't
Just pure gutters tripe.
You'll be left behind wondering about why you want see 60p ever again.
Prepare for jumping in at the last minute GutterSnipe and pay well over 70p. Get in now or be left behind dreaming of the old 60s😂
Downe agane sadley, what will hapen Wendnesday culd be key.
Somethin off a mooed point oviously so be aware.
I is a marcket comentater, and doesn't hold theese shares.
Vodefone could get bellow 60p in the neckt few munfs maybe.
World markets are also looking at Powell speaking on Weds. The money is now on a hawkish tone. No interest rate drops any time soon when many were hoping they would start this month.
Think Div focused stocks need to settle into a world of interest rates at these levels for some time.
Index futures around the world are a bit week this morning on reduced Chinese growth target so could be hard to make any gains for vod today's ,but let's see.
4th March 2024
[Bloomberg Technology News]
Switzerland’s government sees no scope to block Swisscom AG’s plans to buy Vodafone Group Plc’s Italian business.
Swisscom, which is majority-owned by the Swiss state, can buy companies abroad if this helps the business in Switzerland and the target firm doesn’t hold a public service function, infrastructure minister Albert Roesti said in parliament on Monday.
“If all these conditions — which have been agreed in the Federal Council’s strategic objectives after consultation with the respective commissions — are met, I have to say: No, there is no possibility to block this,” he said.
His remarks come after Switzerland’s largest party, the right-wing SVP, had voiced opposition to the €8 billion ($8.7 billion) deal. At the time, Roesti’s ministry had said the government had “dealt with the matter,” without elaborating further.
Read the Bloomberg Vodafone news article here for free.
No SignUps NoPayWall
https://archive.ph/2024.03.05-010841/https://www.bloomberg.com/news/articles/2024-03-04/switzerland-sees-no-scope-to-stop-swisscom-bid-for-vodafone-unit
Correction. You can be so grumpy at times. Keyboard error. He could be a fat lady, but if his singing is as bad as his poetry, then I hope he doesn't sing. No spelling errors I hope? I don't want bloo telling me off?!
Dan, nah never grumpy me mate, just being honest i think everyone would have liked to see this jump up a few notches today, I even smiled when i opened my water rates bill today, ok maybe i'm not being honest about that, but never mind tomorrow is another day, it's not over until the fat lady sings, do you think gutter maybe a fat lady ?
Rob. You can so grumpy a times!? As for Miss GutterSnipe, it is probably that time of the month!?