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Fantastic day so far, almost everybody is happy, but no doubt if the sp does fall back down, we will get the usual "sack Nick Read, sack the b.o.d. , vodafone shares are a load of crap" nonsense from some on here?
You have to wonder what vodafone pay Mikey to do all day? Professional whinger perhaps? It's a hard job, but someone has to do it?
if in doubt about rise holding, trim a few shares and the average keeps tumbling. YOu rarely get the top or the bottom so rotate.
bullish news for VOD of merger with iliad in italy, that's the reason
Everything down, except VOD tobacco and Unilever. A desperate hunt for divs?
Could this be the biggest rise and fall in a few hours yet . Another false dawn !!!!!
Will be interesting to see how this pans out. Volume is much higher so far than the last big day/break out over 120 so it's a bit more encouraging, although always a risk of pullback when the price shoots up like this.
The question is whether this spike is a PI frenzy after reading the weekend press, or a real breakout fuelled by big money.
I'm quite surprised that the talks were about VOD buying Three as I thought a merger might have been on the cards, but a takeover was certainly a ballsy call on VOD part if a significant part of any potential offer was cash as that could have lead to some really eye watering debt levels!
I can fully understand now why some II holders were ready to sell large chunks of their shares these past couple of months if they thought that was on the cards, as that could have decimated the SP in the short term.
That would have been an extremely high risk strategy on VOD part, so they must be taking the potential of takeover bid very seriously, and must see longer term value in the SP than any potential bid which would likely be around the 160p mark.
The price action/volume since November is starting to make a lot more sense now.
Interesting times, especially against a backdrop of general market carnage!
PS - if the potential bidder is reading this, then you could definitely have all my shares for 160p :)
in fact somethings cooking if not almost cooked , merger with Iliad in Italy, very bullish for Vodafone
Here we go
As ever Mr positive strikes again !
VOD is the one glimmer of hope in the rest of my portfolio which is mostly covered in red in the last week !
We see good future for sp.
140p + coming soon
I don’t remember it rising by over 5% in less than 2 hours before..
Ill let you know at the end of the day . We all know vodafone does this and then drops rapidly later in the day
Even Mikey must be smiling with this performance this morning!
after the big expiry date that was shackling the price too low for a period, whilst other telecoms were rallying. Now the expirys gone its free to roam lot higher. Vod was definitely held/manipulated due to all those options expiring in jan.
Looking at recent share price movement (peculiar also the (sometime) inverse correlation with the overall markets I got a feeling something is cooking, not talking of TOB but surely some big player is increasing their position
'Do you mean the CWW network?'
I guess it must be in that consolidation. I dont see regulation as a block to a deal, its a moat/ barrier to new entrants, and I guess why Vod is pushing for fewer market participants and the Italy deal in particular.
"I wonder if bt's universal service obligation might apply to Vod UK and the old MCL network (not sure where that is now.."
Do you mean the CWW network? As far as the previous Mercury/C&W/CWW UK Network, my guess would be that it could raise issues around national security, but you could say that about any of the businesses making up Vodafone Group within their respective markets; It would probably depend on who was bidding to take them over. It will raise a lot of competition and national security scrutiny, everywhere they operate, but it wouldn't necessarily block a deal, imo.
""Hello fleccy. Have you topped up lately,or are you waiting for a lower price? Who do you think might make a takeover bid for vod? I thought it was considered very unlikely?"
I topped up £10,000 on Vodafone when the price was around 109.3p, a while back. At the time i was planning a further £10,000, but I didn't want to reduce my savings below a certain limit, so I regretably held off on buying the full £20,000 at around 109p. If Vodafone stays low, I want to buy another £10,000 before April, but I'm not quite there yet, and it will depend on what happens over the bext couple of weeks.
As far as a Vodafone takeover, whoever goes after them would need very deep pockets, and a plan on recovering their cash over time. As some of the articles have mentioned, a consortium of Hedge/Investment/Venture funds, or a big US Telecom player backed by the investment banks, may be possibilities.
'Vodafone doesn't tick that box in any of its markets.'
Get your point. Vod is more like EE (121,TMob,Orange). I wonder if bt's universal service obligation might apply to Vod UK and the old MCL network (not sure where that is now..)
"Re takeover, I suspect anything Europe service based would get regulatory scrutiny for compliance/ non compliance with EU Articles/ BEREC etc."
I would depend on who was doing the taking over, for example Deutsche Telecom wouldn't stand a chance due to the size of Vodafone's German business; A venture capital takeover wouldn be an issue under competition law, or national security concerns as long as they aren't tied to China, or Russia. The problem with BT is its monopolistic position in the UK, Vodafone doesn't tick that box in any of its markets.
Hello fleccy. Have you topped up lately,or are you waiting for a lower price? Who do you think might make a takeover bid for vod? I thought it was considered very unlikely?
Fleccy, I think you are probably right about offbook/ onbook. Also mbc included in that mix!
Re takeover, I suspect anything Europe service based would get regulatory scrutiny for compliance/ non compliance with EU Articles/ BEREC etc. Whilst Africa is less regulated or unregulated. In either event, all subscribe to, or are renegotiating, WTO and GATT rules where each sovereign state has its own 'economic mix' and agenda.
Will be an interesting year. For example, will the EU allocate any of the €750Bn recovery fund in 2022 to an entity that is being sold? An acquiring company would be picking up a regulatory obligation! VOD management strategy is to get an allocation of the Fund this year to deliver on the 'social contract'/ welfare benefits/ rural access etc