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Just like sex, If you have to pay for it, it is not worth having. The article is probably just a load of rubbish that we have heard before for free.
Prediction Guesses for 13/05/22
Friday the 13th so anything goes
good evening all hope we are all feeling hopeful for the week ahead
and welcome back Sotonspike, hope you enjoyed your holidays
not so many participants this week, so maybe a lack of interest :-(
robleo 1.25
offmessage
daniel 1.26
FredRubble
mole_man99
sotonspike 1.30
csdi
cheapsharesboy
Scratch49 123.1
Not the Times article but something that appeared in the FT a couple of weeks back along the same lines.
https://www.ft.com/content/658e0a26-3f85-4a41-9a0a-2d0379dd974d
Sorry em me that's a subscriber only article. Can someone cut & paste the content or give us an idea of the gist? Thanks in advance.
https://www.thetimes.co.uk/article/vodafone-struggles-to-dial-up-deals-jgk27wh82
Interesting thread. I think Vodafone looks good against inflation and the general economy and it’s now just a question of timing. The old adage of ‘time in the market’ doesn’t apply right now. I am a buyer and for me it’s about timing….maybe next week or maybe sometime in the next 2/3 months.
There are a few other shares in a similar position.
If we have a few bad days on the markets this share will get hit like any but for me it’s then a buying opportunity. However, like fleccy suggests it’s then a hold term hold (with maybe the odd trading along the way)
GLA
Gary, as we all know Dan and Fleccy have explained their reasons for being in this long term, and as long as they are happy with their investment and dividends here that's all that matters, so good luck to them both, long term of course this may well come good and could work out well who knows, as for me, I will be a bit disappointed if this slips back to last years lows again but may consider topping up and lower my average if that happens, good point about the big investment needed in Germany and also Putins war is playing havoc with the shares at the moment as Dan pointed out, results out this month which will be the decider, so not sure what everyone's expectations are there? will let others give their opinion on that
best of luck
Dan, your welcome mate, and theirs so much going on at the moment it's difficult to say which way anything is going to go short term
Hi all ..
I will give sp a slight rise at 123.1
Hi all...Back from hols what a week that was.....the only stock i made any money was on BP...apart from that it was all down hill....anyway enough of the moaning ....next weeks finish i will have a punt on 1.30 if it hasn't been picked yet....
"Any guesses why the sp is diving" Putin's Russia. Which effects Germany of course. The whole of Europe is suffering from Putin's Russia.
robleo. Thanks again & well guessed scratch. I will go 1.26 again for next week please. ----- By the time the young one's on here end up in an old peoples home, they will probably have mobile phones implanted in there brains!
Rob - "Massive profits for telecom" Don't make me laugh.
VOD gets a large proportion of its income from Germany.
I read that VOD Germany needs upwards of ten billion investment, yes billion euros investment to stand still.
Where's that money coming from?
Oh yes the shareholders in respect of dividends which may reduce again or borrowing to add to the enormous pile there is already.
Any guesses why the SP is diving? As above.
"Well depends what age you are !! it won't be much enjoyment though when in old peoples home, if your looking foe growth from telecoms and Lloyds bank, that maybe a reality, could be wrong of course ?"
Growth is secondary, income is what we're looking for. Between me and my wife, we hold nearly 80,000 shares in BT, nearly 80,000 shares in Vodafone, and nearly 380,000 shares in Lloyds. Over the next year, we'll bring in over £20,000 in tax free dividends, due to the spread of the shares between ISA's and my wife's share dealing account, with her being a non earner. I retired a few years back at 58, and the income from dividends is supplemental to my DB pensions.
Growth isn't everything, and everyone's situation is different. We're currently reinvesting the dividends in the ISA's, and taking the dividends earned in my wife's share dealing account as income. Our intention now is to bed and ISA as many shares as possible, over the next 6 years, out of my wife's share dealing account, thereby reducing her tax burden when she reaches state retirement age.
Nobody can see the future, all you can do is make plans based on your current situation. Not everyone is striving to get rich quick, and go full steam ahead toward a destination, sometimes steady as as you go is the best course, avoiding the Icebergs as you sail through stormy seas.
Re: so it stands to reason that this will translate to massive profits in Telecoms and Cloud. I'll hold as long as necessary
Well depends what age you are !! it won't be much enjoyment though when in old peoples home, if your looking foe growth from telecoms and Lloyds bank, that maybe a reality, could be wrong of course ?
fleccy . Let's all hope when the telecom's fat lady sings it won't be mole-man's paint it black?! More likely to be, All over now?
With Ukraine, and everything else, I don't think anyone can predict the markets direction. The point I was trying to make, is there doesn't appear to be any rhyme or reason for the individual sector performances. I used the example of Airlines and Travel, since I'd expect them to be on their @rse after covid losses, an impending recession, and a war in Europe, but BT is down 3.6%, and Vod down nearly 2.5% today, both underperforming Airlines over the last month. I'd have thought Telecoms would be a safe haven stock in the current environment, and I'm racking my brain to understand the markets view. Assuming the market's are rational, I can only assume Telecoms are being intentionally, and protractedly, held down.
The market's forward looking, and Telecoms will be one of the most important industries in years to come. IOT alone is forecast to use 24.1 billion devices by 2030, generating revenue of more than $1.5 trillion. Eventually everything will be connected, probably humans too, so it stands to reason that this will translate to massive profits in Telecoms and Cloud. I'll hold as long as necessary.
First time lucky i guess ....
Would rather offmessage was right...
Congratulations to Scratch49 , this weeks Vodafone top investor winner
Prediction Guesses for 06/05/22
robleo 1.29
offmessage 1.32
daniel 1.26
FredRubble 118.45
mole_man99 1.18
sotonspike 130
csdi 1.23
cheapsharesboy 118.5
Scratch49 1.20
Fleccy - all of that might mean that VOD doesn't decline as much as other shares in the medium term and it may have a good long term future, but VOD has got dragged down with the rest of the markets.
120p is a key level for VOD for short term rising support, and longer term horizontal support. It bounced off that earlier this week and it's no surprise in a falling market it was dragged down to test it again. The wider trading range for the last 2 years is roughly 100-142p, although there is rising support at around 110p. Fundamentals don't come into it as much when there's fear and greed, and/or wider macroeconomic issues which push shares between these ranges.
A lot of other things I keep my eye on such as US Markets, BTC and a few other shares are all currently at key support levels, so today and early next week could prove pivotal in where the markets go over the next few weeks/months.
I think we're heading down, but I'm not 100% certain about that. It's all going to be about whether the current support levels hold. They were all tested about an hour ago and prices bounced so we'll see if that holds or whether it was just a dead cat bounce.
"Very strange times we live in when inflation is forecast to be 10% + and base rate is 1%!!"
What I find strange, is that Telecom stocks always get hit more than most others. If you were to look for an inflation proof Equity, then Telecom stocks are among the best imo; Look at the UK, OFCOM has allowed Telecom providers to increase prices annually by CPI+3,9%, which means next year BT/Vodafone could raise their prices by around 13%, if inflation hits 10% and sticks. In a recession, will people get rid of their mobiles and Internet connections? Speaking for myself, I'm dependent on both.
I've watched some of the recent commentary, and Airlines are mentioned more positively than Telecom stocks, yet you'd think holidays and travel would be among the first casualties in a recession. I think the market is caught up in distorted narratives, tying itself in knots and not knowing where to sensibly direct investment.
https://www.google.com/finance/quote/BT.A:LON?sa=X&ved=2ahUKEwj6jI-Nmsr3AhUUgFwKHQatCskQ_AUoA3oECAIQDQ&window=1M&comparison=LON%3AIAG%2CETR%3ARY4C%2CLON%3AVOD
Another possibility is that Telecoms are purposely presented negatively, and forced down to allow big players easy pickings while the prices are low. As I've said previously, the current 5G and FTTP investment cycle will be the last for generations. The infrastructure is approaching the bandwidth limits allowable within our current understanding of physics; So unless some sort of breakthrough, around Quantum Entanglement, or a Star Trek like Subspace method of communicating is discovered, the Telecom Fat Lady will sing out once the current infrastructure upgrades are completed. There'll be some evolution around increasing the speeds offered, but this will be the last big investment cycle, with nothing more than tweeks going forward.
I think it is time for my 19th nervous breakdown. Not looking good.
I see a red door and I want it painted black
I still don’t think the magnitude of the BOE comments about the UK slipping into recession with double digit inflation has been digested by UK markets yet. That’s very bad news and will lead to a drop in share prices. Oil companies and those with dollar earnings are propping up the index for now, but even they will drop in a recession as will financials as the damage from recession will be worse than the benefit of higher interest rates.
Very strange times we live in when inflation is forecast to be 10% + and base rate is 1%!!
There’s a possibility US markets bounce again from these levels as DOW and S&P are close to support but haven’t broken it yet, but NASDAQ has and might lead the charge down.
GLA. Might be back in myself in a few weeks …
A lot of the vod sp fall on the nasdaq is down to the change in exchange rate. The vod nasdaq sp equates to l.s.e. price of £1.25. There however is normally about a -1.5p diff' so about £1.23.5. Same as todays close. Obviously though inflation & increase in % interest rates is bad news, so it could get a bit iffy? Sorry mole, if you find it all a bit boring though??!! Boo, hiss.