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Plus a trading update and the payment of divi this week, big week for vod , let's hope for good results and margin maintenance.
Be great to finish the week at 134+ , need to go above 140 before ex divi to ensure that vod maintains progress , I suspect that this will come under pressure to be taken private this year even with it's debt pile
DYOR
will enter the 1.30's this morning. 10001% sure of this.
Where's an RNS, if Cevian have indeed bought a significant stake in Vodafone? This undisclosed stake can't be that significant, unless the RNS hasn't been reported as yet. I would class significant as something like Drahi's 12% purchase of BT stock. growing to 18%. Without an RNS, I'd have to assume the Cevian holding is less than 3%. Does anyone have any links to a site listing the Cevian holding? As they don't even appear in the top 10 on websites I've checked.
Hopefully a very big ladder Dan, maybe best not to count our chickens yet, but let's hope something good will come of it
Best of luck ??
I think it is time someone gave credit to compound for his, something is brewing,stake building comments which seam to have gained some validity. Tomorrow could be very interesting?
On opening, be a few percentage added tomorw US added 6% on Fri ,
Now this news is on FT, tomorrow will be a good day.
"will there be a merger between vod - bt ???"
I can confidently say, there's no chance of that happening. Even if they tried, the competition authorities wouldn't allow it, due to EE and Vodafone mobile networks, and Vodafone owning the old C&W national network.
I doubt it very much.
will there be a merger between vod - bt ???
'Hopefully vod split in 2 africa and europe, sell off turkey, spain and italy'
UK might add to the list? Being non eu and sits well with 3 who have Italy, Sweden (..Telenor), UK in their footprint. Hutch have to do something to recover their build costs and they wont do it with a small consumer segment.
'By the way Android, you can come back down the mountain now as the markets have closed!'
Not reached the top yet Dan ;-)
Besides, I am safely 'bivouacked' on an icy ledge with an eye on the weather and enjoying the panoramic views. The view gets better higher up.
Well i hope thats right for next week and my heart says estimate
I Like that, I guarantee you’ll always find Mikey at the bottom end of the scale for forecasting
Hopefully vod split in 2 africa and europe, sell off turkey, spain and italy.
https://www.ceviancapital.com/strategy/
Cevian’s optimal investment size is EUR 500m to EUR 1.5 billion per company, though larger investments are not excluded.
https://seekingalpha.com/news/3793227-vodafone-jumps-5-after-report-that-activist-cevian-takes-stake
So much for those bloody yanks eh Mikey. Looks like your heart my win next Fridays guess for the close. I knew you loved the Americans all along? Please though Mikey, if it all goes tits up next week, please don't throw a wobbly? Good luck mate.
Up over 5% with 19m volume - hhmmm
Good work Mikey! Very interesting indeed. I knew there was someone building a big stake and that might explain it.
Should be a very good day Monday with this news and the Q3 update due - hopefully we'll smash through 130 and head towards 142.
Very strong finish on US markets as well.
Let's just hope WW3 doesn't start over the weekend to put a bit of dampener on things!
Yes, Monday will be interesting!
Yes, Monday will be interesting!
Yeah some serious volume going through on the ADR as well. Big buy at around 19.50 but it's been followed by more volume over the last 20 mins which indicates manual trading and not just auto trades being triggered like we saw the other day.
Looks like someone knows something....
Wow somethings moving nearly 5% now