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Vodafone have their q and a at 10am that you can register for on their investor relations page. Im sure a lot of questions will be asked by analysts / press on their creating value through portfolio changes, that may be a mkt mover.
Good steady as she goes results with a few hints of excitement with ‘portfolio changes’ and the cracking growth in Mpesa and IoT.
Happy keeping my core holding and seeing how this year pans out.
I was looking at 1 year chart on Vodafone and interesting
2nd feb 21 price was 127.74 then there results came out and price closed next day 134,8 followed by another rise following day to 135.8 before coming off
However since then ftse is up 1000 points and Vodafone have increased revenue and profit and there’s activist and growth actions.
The share price was cheap then and therefore even cheaper now compared to even ftse let alone snp
BFW 02/02 06:59 Vodafone Sees Earnings in Line With Expectations
BFW 02/02 06:59 Vodafone 3Q Organic Service Revenue Beats Estimates
RNS 02/02 06:59 Vodafone Group Plc VOD Vodafone - Q3 FY22 Trading Update
BN 02/02 06:59 *VODAFONE 3Q REV. EU11.68B, EST. EU11.53B (2 EST.)
BN 02/02 06:59 *VODAFONE 3Q ORGANIC SERVICE REV. +2.7%, EST. +2.2%
BN 02/02 07:00 *VODAFONE REAFFIRMING FY22 GUIDANCE
BN 02/02 07:00 *VODAFONE 3Q ORGANIC SERVICE REV. +2.7%, EST. +2.2%
BN 02/02 07:00 *VODAFONE STILL SEES FY ADJ. EBITDA AL EU15.2B TO EU15.4B
BN 02/02 07:01 *VODAFONE STILL SEES FY ADJ FREE CASH FLOW AT LEAST EU5.3B
BN 02/02 07:01 *VODAFONE COMMITTED TO CREATING VALUE THROUGH PORTFOLIO ACTIONS
________________________________________
Vodafone 3Q Organic Service Revenue Beats Estimates
2022-02-02 07:02:36.212 GMT
By Charles Capel and Bloomberg Automation
(Bloomberg) -- Vodafone reported organic service revenue
for the third quarter that beat the average analyst estimate.
THIRD QUARTER RESULTS
* Organic service revenue +2.7%, estimate +2.2% (Bloomberg
Consensus)
** U.K. service revenue EU1.29 billion, estimate EU1.29 billion
** Germany service revenue EU2.94 billion, estimate EU2.93
billion
** Spain service revenue EU940 million, estimate EU933.4 million
** Italy service revenue EU1.11 billion, estimate EU1.11 billion
* Revenue EU11.68 billion, estimate EU11.53 billion (2
estimates)
* Service revenue EU9.65 billion, estimate EU9.62 billion
YEAR FORECAST
* Still sees adjusted Ebitda after leases EU15.2 billion to
EU15.4 billion, estimate EU15.19 billion
* Still sees adjusted free cash flow at least EU5.3 billion
COMMENTARY AND CONTEXT
* Reaffirming Fy22 Guidance
* Committed to Creating Value Through Portfolio Actions
NOTE
* For Bloomberg Consensus estimates used in this story see: VOD
LN Equity MODL
* 23 buys, 1 hold, 1 sell
Looks like an in-line job at first glance
https://investors.vodafone.com/sites/vodafone-ir/files/result_document/q3-fy22/Vodafone-FY22-Q3-Trading-Update.pdf
https://investors.vodafone.com/sites/vodafone-ir/files/result_document/q3-fy22/Vodafone-FY22-Q3-Presentation.pdf
I have bought 10 tranches of Vodafone mostly in batches of 10 to 12k in terms of number of shares. The lowest price is 1.10 with most in the 1.12-1.20 range with a bad one at 1,34.
13-Mar-2020 Vodafone 10000 1 1.101796
20-Mar-2020 Vodafone 10000 2 1.175526
24-Mar-2020 Vodafone 7130 3 1.127636
25-Mar-2020 Vodafone 10009 4 1.152154
27-Mar-2020 Vodafone 10408 5 1.146194
27-Mar-2020 Vodafone 12404 6 1.202329
7-Apr-2020 Vodafone 10021 7 1.190422
18-Nov-2020 Vodafone 10100 8 1.2296
25-Nov-2020 Vodafone 10346 9 1.2492
5-Feb-2021 Vodafone 9989 10 1.342912
As of COP yesterday when you include the 4 dividends received ( inc tomorrow's) this represents a part paper profit of 18%. I say part because the dividends received have been real. The only tranche in the red is the last one, I would say for all the frustrations and snakes with long ladders it has been pretty good and upwards from here. To suggest Vod is a buy only below a £1 is disingenuous and frankly ridiculous, good look with your hard earned 9%
mole_man99 why only £1 - especially with a 6% divi, why not short elsewhere and give LTH a break from the Mikeyh norm, this is a serious business and deserves a lot more respect that the trash can bandits. Where would Europe have been in lockdown without Mobile connectivity - I'm bored with it - the Sp is up +16% FFS its NOT WORKING - add some depth. GLA GN or context - it could sell Vantage Towers on a +25 PE and half debt losing $1bn Net income contribution - Different business - One deal - Hence Cevian - easy plot - you-se guys will get burned... HNY Please stop the shallow good cop bad cop - it's not working Sp £1.25 not £1.06 ffs
It's interesting to see some shareholder action, but my own buy price is still below £1. If they come up with a plan that convinces me of consistent earnings growth I may change that.
Hi Dan, thanks for that information on lse ISA, will take a look at that, we will get a better idea what the sp is worth tomorrow , fingers crossed for good results
GLA
mole-man. Sorry , but I am not quite sure what the point of your last two posts was. Are you saying despite the Cevian intervention vod is still a bad investment at the current sp?, what do you think is a fair sp?
Peter Schoenfeld, founder of New York-based hedge fund PSAM, told the Financial Times that he welcomed the arrival of Cevian.
"It's long overdue that a shareholder holds the board accountable for its past actions and inaction," he said.
FT
One of Vodafone's biggest shareholders Abrdn PLC (ABDN) has hailed an activist campaign aimed at improving the telecoms company's performance as "very sensible", as another investor said the move was "long overdue".
Been tracking my portfolio since 2006. Annualised returns are around 9% over that period. I say 'around' as I only work it out once a year on March 1st and 2021 was pretty wild so not sure what it's done to the calc.
Positioned myself over the last 18 months into some stocks I feel should blitz that over the next decade. VOD doesn't make the grade for me at this price.
moleman. Do you get 10% return on your investments after costs? If so, I think you have done very well. Be honest now?
Hello Money5000. Well I am finding it hard to stop laughing at the moment as someone on here has completely lost the plot, but I will try. I don't know what the results will be like, but a fun guess for the close for me is 1.30, but if the sp falls then so be it.
Well I once bought some at £2.20 expecting 10% return per annum. It needs to hit £3.22 to stay on track.
No vodafone go UP DOWN DOWN DOWN DOWN DOWN DOWN DOWN DOWN DOWN UP DOWN DOWN DOWN DOWN DOWN DOWN DOWN DOWN DOWN UP DOWN DOWN DOWN DOWN DOWN DOWN DOWN DOWN etc
O.K gang, what price do you think VOD will close at tomorrow? i'll go for:
£1.32
Well it is pretty obvious what you do, you go long big time on vod early tomorrow, then an hour later you go short big time then close your position at the end of the day. You will be so rich, you can then retire early. Or you can just do you what you do all the time if that is what makes you happy. I think I have given up on you, but good luck with whatever you decide to do. Of course you could always just realise that vod shares go up & go down the same as most shares do, & accept it as most investors do. Your choice?
Well if previous quarter results are anything to go by we will beat or meet forecasts . We will rise for the first hour and then drop day on day back down to the lows .
Finish last week at £1.2778 - hit £1.33 in an hour on Monday and then the ski slope began and we actually finish today at £1.2796 . All that excitement for nothing .The joys of a vodafone shareholder .
God help us . Good luck all - we need it
My forecast tomorrow finish on £1.22
Awaiting Daniels reply
Yep - probably end up below £1.27 end of day . Still the few hours when we reached £1.33 was exciting , then as usual we fall back . At least us Vodafone investors know what to expect . Was a great pump and dump :)
Mikey, I'll tell you where we are going to finish, at around 1.10 once the gloss has fallen off the Cevian chat.
If results are bad or worse than expected perhaps even lower.
Until VOD do something about the monumental debt pile this will never get any better.
So 1.10 it is then & I see the pathetically predictable drag downwards has already started.
fleccy , interesting post. I'm waiting on results and a boost. Got in at 114p so doing well so far. Liking the dividend too. Looks positive for 2022.
Here we go - is America going to drag us down - where are we going to finish ?