Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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As long as it beats your targets for friday guys, that will be ok, would like to see it brake past the 140s though, fingers crossed
Yawn
No it's called, O.C.M.A.M.A.M.D. Your turn?
Its called O.C.M.A.M.D
Obsessive Compulsive Moaning about Moaning Disorder
It's called O.C.M.D. Obsessive Compulsive Moaning Disorder!!
Isn’t that the plan of western government for the last 10 years, but just seem to end up with more debt?
It may work for VOD if they can raise prices faster than costs. That will depend on the competition.
Rising inflation should reduce the value of the bond interest repayments and therefore VOD's massive effective debt faster than the effects of rising returns required for new bond issues. Discuss.
Hopefully we have 3 activist investors
It was all looking so good first thing . Then the giant slalom begins - oh well lets hope it doesnt continue and gets back to its upward moves quickly
Dan, if this goes back to 1.10, I will be the top moaner, but don't see any reason for that to happen right now, so let's just enjoy the ride, to infinity and beyond, rocket power yea
https://seekingalpha.com/news/3796732-vodafone-sees-bid-for-italy-unit-from-niels-iliad-bloomberg
So glad that Cevian and Coast Capital are finally coming round to my way of thinking...
Gary. If we go back to 1.10,there may well be a reason? Just because you can't see it, doesn't mean there is no reason? It is just not as simple as you would like it be? Glad you are optimistic though? that's makes a change?
Look like 2022 will be a very busy & interesting time for Vodafone. Hope will push SP to even higher level. GLA & ATB
Activist Investor Coast Capital Builds Stake in U.K.’s Vodafone
Coast Capital ‘long-term supportive’ of Vodafone management
Investor still adding to Vodafone stake, criticizes regulators
Coast Capital has built up a stake in Vodafone Group Plc, becoming at least the second activist investor to bet on the British telecommunications carrier in recent months.
The investment firm has amassed a holding in Vodafone and is still adding to its position, Coast Capital founding partner James Rasteh said in an interview Monday. Coast Capital backs the current strategy of Vodafone’s top executives but is critical of regulatory moves that have crimped the company’s profits in some areas, he said.
“We’ve built an important position in Vodafone after conducting detailed work with leading operators in the sector,” Rasteh said. “We are long-term supportive of the management, but we have made it clear to the regulators that their overreach has been destructive and is going to dissuade institutional investors from investing in the sector.”
The latest interest in Vodafone comes as fellow activist investors -- impatient for returns -- increasingly target some of the U.K.’s largest companies. Those under the spotlight now include Unilever Plc, GlaxoSmithKline Plc and Shell Plc.
In January, Bloomberg News reported that Cevian Capital AB had built a stake in Vodafone and was speaking to company officials about improving its performance. Options to boost value at Vodafone could include consolidating its presence in key markets, selling some operations or pursuing stock buybacks, people with knowledge of the matter have said.
Coast Capital has previously taken stakes in U.K. companies like automation software Blue Prism Group Plc, where it spoke out against Vista Equity Partners’ aborted takeover bid. It also previously ran a campaign at FirstGroup Plc, pushing for a divestment of the bus operator’s U.S. business and later criticizing the way the sale process was run.
Shares of Vodafone have risen 22% in London trading this year, giving the company a market value of about 37 billion pounds ($50 billion).
A representative for Vodafone couldn’t immediately comment. A spokesperson for U.K. telecom watchdog Ofcom said it has a long track record of supporting investment and protecting consumers.
Last year, Ofcom confirmed its approach for regulating the wholesale fixed-line market, which it said “unlocked billions of pounds of investment” for homes to get faster connections. Ofcom will soon set out its proposal for wireless markets, with “supporting investment and innovation a central part of our strateg
https://www.bloomberg.com/news/articles/2022-02-07/activist-investor-coast-capital-builds-stake-in-u-k-s-vodafone
Coast Capital ‘long-term supportive’ of Vodafone management
Investor still adding to Vodafone stake, criticizes regulators
fleccy. I value your posts, but "Narrative reversal" Give us a break? I googled it's meaning, But still don't have the faintest idea what is means, apart from abstract nonsense, & I am sure most on here haven't got a clue what it means either? Confusion rules? Is that your point? Sorry mate, but can you try & keep it simple? Ish!
Bloomberg.com
Billionaire Niel's Iliad Makes Bid for Vodafone's Italian Unit
Iliad SA, the French carrier backed by telecom billionaire Xavier Niel, has made an offer for Vodafone Group Plc's Italian unit,...
Thanks Pete, You are right, I am under water more than you, but I am coming up so fast I may get the benz?
"fleccy. It sounds to me like the vod sp is being driven by off book trades? It sounds a bit dodgy to me, but I am not complaining!"
Lots of speculative price pumping articles being churned out by the media machine currently, in conjuction with lots of Off Book trades; In two words, "Narrative reversal", sums it up.
fleccy. It sounds to me like the vod sp is being driven by off book trades? It sounds a bit dodgy to me, but I am not complaining! I just hope we don't get an off book dump of shares? Is it because vod is so big that any big buys have to be off book?
dan, got that mate and yes I do. And good luck to you as I know you’re further under water than I am.
Have a good evening, Pete
Hi Dan Amigo, all good stuff so far, let's hope Friday can go beyond our expectations, It's all ladders at the moment
Best of luck all
Evanescent 127?, how dare you, lol, hope your wrong but have recorded it cheers
Robleo. Another fantastic day for vod, I can't believe there are those who still don't seem happy? Looks to me though like your vodafone rocket is finally in orbit. Cheers Amigo.