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Thanks compound for your reply. I think with vods large debt a takeover would be very dodgy, but a merger could be a very good idea. Nick Read indicated a while ago that he was keen on possible mergers, which is why I find those on here who constantly complain about Nick Read not giving shareholder value because the sp was falling, as not having a clue what they are talking about. Nick Read does not control the share price, that is the market, so if the sp does fall back again, can you all stop talking nonsense? Not you of course compound, keep your posts coming please.
13% more and i am in breakeven!
Hi Daniel - the words 'buying rival' were used in the articles I read, although so were the words 'merging businesses'.
Maybe I'm reading too much into the use of the words 'buying rival' used by a journalist who thought that was the same as a merger! In my mind, buying would usually involve an element of cash paid in the offer, whereas a merger would be an all share deal. Who knows what was really discussed, but I can imagine if any large holders got a sniff of VOD making a part cash offer funded by more debt then it would have made them nervous.
Proper carnage today in the markets though.
It's remarkable how well the SP has held up whilst pretty much everything else apart from fags and Unilever are getting hammered!
Hello compound. My impression was that last year vod were in talks about buying three, but now the talks are about a merger? So I am not sure where you got your info from? A merger would seem a safer option I would think? What do you think?
The way the markets are falling now i will be happy if we stay above £1.22
ive hedged me bets and sold half just in case, probably keep going up now.
My only up share today but unfortunately still not in profit yet,another 5% will be nice
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