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If you want to make money by buying VOD shares it is important that you forget about your own opinions
The only thing that matters is that you know fully what the the big Investment bank traders think and the Option players think, because it is those players that largely decide things .... even those who decide to take stakes in the business don't really influence things that much,
The CEO made it clear that they intend to grow from their new Financial Year and as such has indicated that at the moment they are putting in the foundations for that , and of course dealing with the difficult economic conditions that individuals and businesses are facing
The market read that and sold off, intending to come back a bit later knowing they can buy back more shares than they sold as the price fell
Had you put that money in a basic tracker fund such as fidelity index word, you would have had growth of 80% over 5 years, much higher with lgen global technology fund, it makes you think?, i'm in loss with vod as well, i just don't like selling at a loss, more fool me perhaps
Sunk cost fallacy!
I bought in just after the divi... I bought 43k shares averaging 69p so slightly down but certainly hoping for a tidy 10 to 25 % profit shortly... I certainly anticipate a renewed offer higher than the recent proposal..
Vodafone are looking at long term revenues which isn't always great for the share price but gives it solidity.. Talk from done8here about crashing are wide of the mark and just want a cheaper price knowing it'll rise eventually.
I've been around long enough to see these weeds at work
Do you see a better place to invest £20000 today than VOD. If yes then why keep it in VOD.
If an investor is going to pick individual stocks then you need to be prepared to assess the likely future fortunes of those companies and be prepared to book loss if your thesis does change and reallocate.
Most PI I reckon end up with a collection of lost causes as they sell off their winners and put the money into losers to average down. The winners then keep on winning and the losers lose.
It’s an irrational emotional attachment.
BP LLOY VOD probably are the foundation of most underperforming UK PI portfolios.
Jeez, I thought my long-term average of £1.60 was bad. The worst purchase for me was at just over £2.40 a share. At least I got the Verizon payout.
No, you beat me. 28,000 shares at £1.86. I'm 48 so I hope to see this back in the black before I die!
No still waiting for payment.
Swisscom (SCMN.VX) representatives are in Milan these days to work on a new, improved offer to be submitted to Vodafone (VOD.L) which aims at a merger of its Italian unit Fastweb and Vodafone Italia, Il Corriere della Sera said.
A bit of chat this morning about folks average price. For those that feel bad about the average in an attempt to make you feel better I hold 28000 shares at an average of 194p 😂 Can anyone beat that price? At least the divi is slowly bringing that average down but I will probably long dead and buried before I am back in the black.
I am with Halifax and no sign if the divi in the account yet.
Dividend not yet paid into my SIPP
If you sold before ex day why would you buy in now when the share has been at 65p twice in the last month and sat at 66p for a full day twice.
Humble is spelt “HUMBLE”.
I’m not down that much to be honest but when i read others saying they have an average of £1.10 i try not to rub their nose in it. I’m probably down around £6k since buying in but other investments outweigh that so i’m not worried. Rather than post what might make others feel silly i’ll just say that there’s a B side to every record and it makes a man of you to talk about your failures as well as your successes. Those who have bought in higher, this isn’t a short term share, it will come back but it’s good to know when to cut your losses, at least they reduce your tax bill.
I don’t give advice but i’m sure the “oracle of ealing” has some duds in there somewhere too.
I sold 80% before ex date and can now buys those back with £££s of less cash - way less than what that divi would have been.
Just like every Vod dividend event in the last billion years
Dan, are you able to invest in funds with your lse account
Now I'm filtered by him I is able to speak freely 🤣😆😂
My Average for my 18100 VOD shares is 76.5 / share.
Going to stick with them.
Hello soton. I wont be buying tomorrow because I need to wait untill the new tax year in April as my I.S.A's are full. I don't know if I will top up in April though. It is very difficult to call. I feel that vod is way underpriced, but I have been proved wrong in the past, so I might give a miss. I am hoping that the Iliad proposed offer will be increased, & the 3 merger will go through,but who knows.
Dan what are you doing with your dividend tomorrow reinvest or take the money? I'm in two minds whether to buy some more UKW or reinvest...Think or rather hope things will start too happen with the VOD this year with this divi my average will be around the £1.10 still a long way off....
Agreed, Illiad are trying to capitalise on the scrutiny Vodafone have been under have been very aggressive in their approach. It was them that leaked the proposal, they offered terms that heavily favoured them in the merger, EBIT multiple on there element of x17. I'm glad she isn't pandering to fretful shareholders and is actually trying to maximise shareholder wealth
Rob. Good advice, I am trying very hard to get a grip, difficult though. Back to the 70's I hope.
" They've likely rejected the Iliad proposal for good reasons. "
One of them being they haven't exactly liked the kind of people they might be dealing with in such a merger.
Illiad appear to be hoping to bully their way to an agreement as a result of thinking VOD are somehow desperate to provide its shareholders with a result
They hadn't bargained at having to deal with Margherita Della Valle, who of course is Italian
What changes has she made?
Progressed the UK Merger to the competition authorities (timelines are now out of her hands to some degree)
Agreed sale of Spanish Business, Any company purchasing this will also need to carry out due diligence and regulatory approval - again some of this timescale is out of her hands
Proceeded with large scale job cuts - which have started and continue but the results of which we wont see until results are declared (not just updates as they typically focus on the revenue)
So there are 3 very large strategic actions she has taken since taking the job (not including the other tie ups [eg microsoft etc]). Its disingenuous at best to suggest she has done zero in her time. Is it enough? not to get to an SP that many think, but definitely to get beyond £1 IMO
Through all the daily noise, for most of us it's about the long term.
Reading about Iliad, I still have enough faith to believe the deal wasn't the best one, and there's better to come. So if this proves to be the case the initial reaction is just a bump.
I invested in Vodafone for the long term, 5-10 years, and have been topping up and bringing my average down each year in my isa. Why? Is it fundamentally much worse over the 12 months to reflect such a gap in the 12 month high - my view is no. I like the divi, it gives me the option to have some cash, reinvest, diversify, or have a treat. If I lose the divi and see the share price increase by 5-10p fine. My view is this still has good long-term value and a current upside of 20p + on the current price over 2-3 years. Only time will tell though.
Jax, your crystal ball's broken:
https://www.iia.org.uk/media/1691588/help-my-crystal-ball-is-broken-cover-image.jpg