The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Well for myself at my average SP, the SP rise is keeping ahead of inflation for my origonal investment, which means the nice dividend is free cash to invest.
I see no reason at this time why selling makes sense.
The two telecoms stocks I hold give me access to different geographical markets in slightly different ways. If I sold either I don't see a better telecoms stock to replace them with.
Mining, Utilities, Banks, Oil, Alternative energy, Pharma, Insurance and Telecoms, are all areas I like to hold at least two stocks.
"I am not selling"
Neither am I. £2 plus in the next couple of years, imo.
I am not selling...
"Good luck to all you who will retain their holdings. We are getting out.
every blessing
Rev Shep"
"Look straight ahead, and fix your eyes on what lies before you. Mark out a straight path for your feet." Goodbye and God bless.
Well enough of this nonsense, so back to the vodafone sp. A good day so far, let's all hope for a good finish?
Both myself and parishioners have held VOD for a number of years, and had to average down a lot in that time. We are now at a point where we are a little in front and will sell after the dividend tomorrow. The market seems to think that there is a lot of upside potential in the shares. We disagree. IOO they will not be taken over because of their excessive borrowings. Any large deal may be met and refused by the regulators. The balance sheet is woeful. It is full of goodwill caused by previous CEOs (who got knighthoods) who paid way too much for assets. It has a current ratio (current asstes/current liabilities) of about 0.3. We think that it should now be regarded as an income stock, although it may have done better to pay less dividends and reduce borrowings. Good luck to all you who will retain their holdings. We are getting out.
every blessing
Rev Shep
Well the answer is no. But it was Ackers who asked a question, so what has that got to do with me? I also think you will find the vast majority of my posts don't mention you at all, & the ones that do, are usually critical! So sorry to disappoint you, but no crush!
Nope -rediculous comment you are the one that keeps mentioning me so ask yourself the same question
Mikey. That is the 2nd time you have made that comment, so are you gay? Coming out of the closet?
'In arid climates, like Africa, with clear sky's, rain fade probably wouldn't be a big issue, but the UK's a different matter '
I remember leaves on trees and the roaming bills increasing 20% in the growth season LoL
'thats my div reinvested'
Payment date 4 February = 3.75826p. Good week so far!
Theloaf, well good luck, hope it starts climbing for you
"I also wonder if the carrier capacity between a large rural cell is comparable with a satellite. A bit like comparing a B road with the M25. Must be a profit curve moving from urban wifi to rural cell v satellite. Interesting now I am thinking about it"
My experience was in line of sight terrestrial links at 10Ghz, 13Ghz, 23Ghz, and 50Ghz. 10 and 13Ghz had good rain fade characteristics, 23Ghz not so good, and 50Ghz was only used for short range communication up to a couple of miles. The customer facing radios were low power, around 20dbm (100mw), with higher power 10/13 Ghz backhaul radio using travelling wave tubes to amplify to over a Watt, ensuring reliable transmission for higher bandwidths in bad weather. The required gain is achieved using amplifiers and directional antenna's (Dish's)
The technology has moved on a lot, by the look of things, with mobile cells using phased array antenna's (MIMO) and 5G Massive MIMO, to service many users giving the best compromise gain in multiple directions on different channels. Also to cram data into the available bandwidths, they use a technique called QAM, which uses phase changes to modulate the carrier wave; The higher the QAM rate, the higher the bandwidth, with more power and better conditions required to transmit and recieve reliably.
I think the idea with Starlink is to have multiple satellites, with the customer dish selecting the best line of site signal available to particular satellites, but if it's hammering down, the rain fade attenuation will severly attenuate the signal in all directions, even overhead. The problems get worse as you move up the mm Wave band, so the lower the frequency, the less the atmospheric problems. The Earth station uplink/downlinks will have much higher bandwidth requirements than customer terminals, as they will carry the aggregated data, with much higher powers and big dishes. I suppose time will tell how LEO's perform in bad weather, and what sort of reputation they'll get. In arid climates, like Africa, with clear sky's, rain fade probably wouldn't be a big issue, but the UK's a different matter lol.
Robleo, I find JUP to be sitting at a cheap(ish) valuation & paying around 7.4% yield. Most dividend payers have reduced their dividends over the last couple of years. The dividend is covered & I already own the likes of BP, RDSB, IMB, VOD, LLOYDS, UNILEVER, PCA & UKW that pay vert healthy dividends against the purchase price.
If JUP was 320p I wouldn't have bought in, But at 230p I think it offers value.
'mm Wave carriers at Ka band'
I also wonder if the carrier capacity between a large rural cell is comparable with a satellite. A bit like comparing a B road with the M25. Must be a profit curve moving from urban wifi to rural cell v satellite. Interesting now I am thinking about it
"Not correct. All the latest satellites to be launched into GEO which is far more demanding than LEO, use mm Wave carriers at Ka band"
Are you sure that isn't allocated for the Earth station Uplink/Downlinks, rather than user terminal Equipments?
The rain fade attenuation in the Ka band would disrupt communications at low gain/powers in bad weather. Even in the Ku band, atmospherics would be an issue, in really heavy rain, but not nearly as much as the Ka band, so isn't it more likely that the Ku band, or lower, would be used for user terminals?
"2. Limitations on use
2.1 The Station(s) operating with Geostationary Satellites shall:
a) transmit within one or more of the following frequency ranges: 14.0-14.25 GHz,
27.5 - 27.8185 GHz, 28.4545 - 28.8265 GHz, 29.4625 - 30 GHz;
b) transmit only to the satellite and its associated orbital longitude specified in
Schedule 2;
2.2 Land Station(s) operating with Non-Geostationary Satellites shall:
c) transmit within one or more of the following frequency ranges: 14.0-14.25 GHz, 27.5 - 27.8185 GHz, 28.4545 - 28.8265 GHz, 29.5 - 30 GHz;
d) transmit only to the satellite network specified in Schedule 2;
2.3 Aeronautical Station(s) operating with Non-Geostationary Satellites shall:
e) transmit within one or more of the following frequency ranges: 14.0-14.25 GHz;
f) transmit only to the satellite network specified in Schedule 2;
2.4 Additionally:
g) stations(s) that transmit with e.i.r.p. greater than 55 dBW shall operate only with prior consent from Ofcom and registration of the station(s) against the licence;
h) station(s) that transmit within the frequency range 14.0 - 14.25 GHz inclusive shall not operate at any location that is less than or equal to 5 km from the two geographical locations specified in Schedule 3 without prior consent from Ofcom
and registration of the station(s) against the licence;
i) station(s) that transmit with e.i.r.p. greater than 50 dBW and less than 55 dBW (50 dBW < e.i.r.p. < 55 dBW) in the frequency range 14.0 - 14.25 GHz inclusive shall
not operate at any location that is greater than 5 km and less than or equal to 7 km from the two geographical locations specified in Schedule 3 without prior consent from Ofcom and registration of the station(s) against the licence; and
j) station(s) shall not operate within the perimeter fence of any of the aerodromes specified in Schedule 4 without prior consent from the Civil Aviation Authority or stated Airport Authority."
https://www.ofcom.org.uk/__data/assets/pdf_file/0030/212997/starlink-internet-services-limited_redacted.pdf
Im here dont worry - a lot going on today with BOE and energy cap announcement - could be in for a rocky few days . I dont need to post anyway as Daniel seems to mention me in nearly every post he does . I think he has a secret crush ;)
Has anyone seen Mikey since the share price started rising ?
Not correct. All the latest satellites to be launched into GEO which is far more demanding than LEO, use mm Wave carriers at Ka band
'I've sort of come around to LEO services'
Generally though, a satellite must be a threat especially in rural areas of Africa. I wonder how the cost of a large cell compares to a satellite over a region
"We can't let that nasty mole-man get the better of us can we!!!"
He seems to think Starlink is in some way an issue for terrestrial Telecom providers. The problem for starlink is the higher mm wave frequencies are severly attenuated by atmospherics, "when millimeter waves traveling through the atmosphere are absorbed by molecules of oxygen, water vapor and other gaseous atmospheric constituents". This means Starlink will have to use the lower frequencies for communication with individual customer equipments. I've sort of come around to LEO services, but it will have its limitations and no competition for terrestrial communications.
3rd February 2022 05:00:16 (Alliance News)
RPT/JPMORGAN RAISES VODAFONE PRICE TARGET TO 170 (165) PENCE - 'OVERWEIGHT'
As summer follows spring
Are we going to see the same today on the ftse??
Vodafone a utility now , I think the rerate will see a comfortable 160/180 range .
I think there's plenty of hidden value in this company . I see Pearson also is overlooked but has good increased forecast earnings in last update was £10ish now £6 & paying 3% div , tech stocks are high & shake outs will arrive & these utilities have been overlooked as the big money has followed the capital ,now is the rotor change.
Fleccy. Both sentences mean exactly the same? Bloody anti not confusing, but not wrong?!
fleccy. Well spotted, I didn't notice that error on your part! Too many double negatives I guess??! But apart from your error, your post was spot on! The mannisman **** up was I think 3 C.E.O.'s ago, so forget it. The realistic sp for vod is to be determined based on the present, I have a lot faith in Nick Read, but I may be wrong? But my money is just below my nose! Keep it coming. We can't let that nasty mole-man get the better of us can we!!!