The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Steddy on Bloo, Your not trying to taunt me are you? How was your play time today? As for the nice move today, I agree 100%, just try & keep, to your possitive posts , please? Less of the naff off talk.
Excellent day.
Let's hope there are many more like this.
I see the children are still taunting eachother in the playground.
Shame they don't do a Daniel and naff off too.
"Not to mention the losses of not being invested in the broader US market instead."
There is no conflict here. Most serious investors have spread their risk and have got money in both pots.
I think you will find guttersnipe has been goading the most here.
Where is he by the way. Doesn't like it here today .
If only every day gave >3 % gains......
67p, very good?
Suppose it’s a question of timing, but surely anyone who bought here for a nice safe return must be asking questions of their board. Not to mention the losses of not being invested in the broader US market instead.
Egg on face from goading goes both ways.
It's looking very goode agane
Gutter what's your feeling?
''she still intended to update shareholders on its new capital allocation policy in May''
equals CHANGE - hopefully with a large proportion going towards share buybacks
Any such concessions means the likes of virgin will have to cough up the money to buy spectrum from vod and three. So more cash! Whichever way they win 😜
Anyone know the debt level of the italy business if its taken off vods books ?
What did he have to say about the marriages of VM and O2 and BT and EE
Looks like the Dividend will be reviewed following any deal in Italy and if that’s the case we know what direction it will go in. See the last but one paragraph.
https://www.reuters.com/business/media-telecom/vodafone-be-minor-partner-any-italian-tie-up-with-swisscom-sources-say-2024-02-27/
It seems to me that the ground work is being laid for regulatory approval of this deal….albeit there will be some concessions over bandwidth and network access, including support for potential new MVNOs. The EU seems to be changing its position and even competitors recognise the need to earn a required rate of return which 3 and VOD are failing to do in the UK.
There will be more vested interests claiming the deal is bad…and needs amending to suit them and some will be addressed.
The national security debate is also interesting but is probably more an imagined risk than a real one. The work done to allow E& to be a major Vod shareholder is ultimately more important to strategy…the owner of 3 (CK Hutchison) will be increasingly isolated from the UK venture and there are options for both parties that result in CKH leaving the JV.
We can expect a stage 2 Competition review and a further 6 months…..hopefully the next govt does not try to move the goalposts at the last minute.
Nice move up today.
Let's hope it's sustained.
Well he would say that wouldn't he.
A £15bn merger between Vodafone and Three risks leaving rivals with patchier connections unless their market power is curbed, the boss of Virgin Media O2 has suggested.
Lutz Schüler warned the tie-up would hand the combined company too much control of valuable radio spectrum used to operate mobile networks. He said: “We understand the industry logic [for the merger] and need to support economies of scale. “But we could not support our customers if the deal goes ahead without an agreement on spectrum and network sharing.” VMO2 warned that the merged companies’ stranglehold over spectrum would lead to worse connections on rival networks and ultimately harm consumers. Spectrum is expected to be a key bone of contention among rival operators ahead of the planned Vodafone-Three merger, which would create the UK’s largest mobile network with 27 million customers. The combined company would hold almost 50pc of all mobile spectrum and just under 60pc of C-band frequencies, a valuable portion of spectrum considered ideal for 5G.
VMO2 has already raised concerns with the Competition and Markets Authority (CMA), which has opened an investigation into the transaction. However, VMO2 is also in direct negotiations with Vodafone and Three over a potential deal, and Mr Schüler said regulatory intervention may not be necessary.
BT-owned EE is also expected to call for spectrum concessions as part of the competition review. Aside from spectrum, Mr Schüler also called for long-term assurances about VMO2’s current network sharing agreement with Vodafone. The two companies jointly own mobile masts through their Cornerstone towers business. VMO2 sold part of its stake in a £360m deal last year, but retains a 33pc holding. The warning from a major rival will add to concerns about the impact of the merger between Vodafone and Three. MPs have called on the CMA to launch an in-depth investigation into the deal amid concerns that reducing the number of UK mobile operators from four to three could push up prices for consumers. In 2016, regulators blocked a proposed tie-up between O2 and Three on competition grounds. Vodafone boss Margherita Della Valle says 'it makes no sense to have four parallel 5G networks'
Speaking at Mobile World Congress in Barcelona, Vodafone chief executive Margherita Della Valle said: “In-market consolidation needs to become possible in Europe. In a 5G world, it’s just not economical. It makes no sense to have four parallel 5G networks.” The companies have pledged to invest £11bn in their combined UK 5G network over the next decade and create up to 12,000 new jobs. They have also insisted that the deal will not push up prices for consumers.
Plenty of volume again today with a £38 million UT and some chunky aftermarket buys. Maybe the rumour still has some life in it!
Xavier Niel took his company private (2 or 3 years ago) after paying a premium of over 60% to minority shareholders; since then, he has made other investments in tlc companies, mainly financed with debt. Probably he is a great entrepreneur and maybe it does not hurt to be married to the daughter of France’s richest men.
However, it seems that in the tlc business it is easier to raise debt than to issue equity.
At the same time, we are continuously warned about Vodafone “huge” debt. That is puzzling…
Xavier Niel took his company private (2 or 3 years ago) after paying a premium of over 60% to minority shareholders; since then, he has made other investments in tlc companies, mainly financed with debt. Probably he is a great entrepreneur and maybe it does not hurt to be married to the daughter of France’s richest men.
However, it seems that in the tlc business it is easier to raise debt than to issue equity.
At the same time, we are continuously warned about Vodafone “huge” debt. That is puzzling…
The constant misspelled words by gutter has a feeling of total immaturity. It's like a 5-yeat old in a sandbox.
Some people just never grow up. It is very common nowadays. Regardless, best of luck to all investors. I think you can't squeeze much with shorts anymore here so it's time some traders switch to long/buy.
Https://www.reuters.com/markets/deals/frances-iliad-take-13-bln-stake-swedens-tele2-2024-02-26/
There is an old interview with Jim Kramer explaining his hedge fund days where openly admits if you wanted out of a position you just create some rumour or other falsehood to pump the price. Friday is a good day to do it.
Wot is you on abowt? Pop and shandy? Sound like dayes off yore when I where young.
Its his "thing", weird but he deliberately misspells words. He never used too, but after he said he was leaving he came back with this version of himself.
Don't want to have a pop, but maybe you should start using spellcheck before you hit 'post'. Everyone makes the off typo or incorrect spelling, however, with you it's almost every word.
It knot lookin goode agane sadley.