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Dan, i will be even more happy if this goes in the right direction this week, good luck mate
Rob, I am always happy mate. I thought you would have sussed that one out by now. I hope you are happy as well? Just think positive, it works for me. I may be a pratt according to one poster, But if I am, I am a happy pratt. Have a good week Amigo.
92.75 for me.
GLA
All prophecies noted , another list will be collated
Room for one more?
91p thanks
Nice to see all the optimistic predictions, just try not to mention nick or B.T debt to equity ratio of, oh sh*t i just did
fingers crossed we have a good week and Dan remembers to take his happy pills lol
Closing SP 2nd Dec
SlartiBar 118p
SotonSpike 100p
Robleo 99p
Doyen Dan 98.4p
Mikeyh68 97p
Roofer 92p
Sigma1 85p
Stormer 79p ???
List so far
I'm holding a chunk at 96p, so I'll take a punt.
Seems to be only the buy back holding up the SP.
Wouldn't be surprised to see a another step down at some point.
97p for me
Closing SP 2nd Dec
Doyen Dan 98.4p
Robleo 99p
SotonSpike 100p
SlartiBar 118p
Stormer 79p ???
Roofer 92p
List so far
Hi Roofer and the rest of the motley crew...Can you put me down for an even £1 thanks
Hi roofer. I hope you are well. I would like to go 98.4 please. I just hope jedclampit doesn't find that view to strong?
jedclampit. What do you think the debt to equity ratio of B.T. is then? Of course people can post what they like on here, but I am entitled to disagree. Surely to post false info, (B.T. debt to equity ratio) is very unhelpful. As for strong views, I think many on here have very strong views about Nick Read..Far stronger than my view. I prefer to leave that to large vodafone shareholders who know far more than I do.
sorry Gary, i like reading your posts at least i can understand what you are saying, just making a point though that Vodafone and telecoms is not the only industry getting affected by high inflation, we are in difficult times, and we just have to try and buy on the lows and hope things will get better
cheers mate
Well last time the bottom for Taylor wimpey was 3p and Barratt was about 25p (2008 - 2009) because I held both all the way down and all the way back up again.
Also in the mid nineties they went down a lot although I can't recall the price then but I remember reading the Times and thinking wow, they have come down a lot.
Gutter, that's right, but most of The articles I've been reading say now is a good time to buy shares, but be prepared to hold for a few years as nobody knows when the bottom is
Robleo - If house prices fall then the builders shares will also fall. Guaranteed.
Hi Gary, we are living in difficult times for sure, one thing i don't think anyone has the answer to is has that already been priced in with the already very low sp, same with the house builders you have invested in, with house prices predicted to drop 10-20 % next year that would wipe out the house builders' profits, again has it already been priced if anyone knows the answers to this, please tell me
cheers
Gary, yep energy costs are a problem. It could have been worse if VOD hadnt done something about it.
In H1 presentation they said this about Energy costs
• FY23 93% hedged (+€300m YoY)
• FY24 c.50% hedged at €207/MWh
• Further +€500m YoY @ spot prices
• Potential government intervention
• Renewable PPAs for structural price anchoring (>30% from FY25)
Wage inflation
• Low single digit payroll inflation in FY23, to further increase in FY24
Also, VOD is taking price action across European markets with CPI+ linked pricing
While VOD has flexible contracts & vulnerable customer protections in place, its really a bellweather for the problems to come across all buinesses not just VOD.
I still like the word 'Resilient' to describe performance.
I also like their statement 'Committed to min. 9c. dividend p.a.'
"Here’s a sobering read fellow Voders"
This article is just one of many presenting a negative narrative around Vodafone and BT. As I've pointed out previously, the current round of Capex isn't going to be forever; Once 5G and FTTP are completed, I don't see any massive infrastructure expenditure for decades.
Just to clarify a few points, 6G isn't a full infrastructure replacement for 5G, it's a complement to 5G and will utilise 5G frequencies, in most cases, to offer new 6G applications. 5G/6G, using EHF in the 30 to 300Ghz range, are severely affected by atmospherics and obstructions as the frequency increases, and will only be useful for very small distances with a clear line of sight, probably shopping centers, stadiums, possibly the high street with enough cell coverage.
LEO's like Starlink, are affected by same issues limiting 5G/6G transmission, as the Frequency rises up the SHF/EHF scale. LEO's will never be a replacement for terrestrial systems and will only be useful in providing service for rural, ship and Aircraft. LEO's won't replace everything else, as some of the hype implies.
The winners will be the providers who can provide the best FTTP, 5G and metro WiFi service coverage i.e., the ones with the largest scale.
By 2030, most of the infrastructure will be completed and Telecom company capex will drop massively. Since the market is supposed to be forward looking, I expect the narrative will change well before then.
Gary59 - Thanks for the information
Jed - daniel gets a bit grumpy but you get used to his lack of patience, hang on in here please this forum could do with an injection of new blood.
Here’s a sobering read fellow Voders …
https://www.thisismoney.co.uk/money/markets/article-11472007/BT-Vodafone-hit-rising-costs-debt.html
Goodness danieth you do seem to have some strong views, now some might be right and some might be wrong but like many others who also have the right to post their views which might not always agree with yours.
But to post on here that all / many others are talking well crap , you just make yourself look like a complete pratt. Just let others post what they like and you can read it or just don't.
mrcautious. You say you would have never believed it about B.T, ? Nor would I, because according to my info it is complete nonsense. Come on you lot, please at least check bull****, before you agree with it. An answer would be good! Please you lot , stop posting fake info? It doesn't help.
vodger, You say it will come down to the strength of each C.E.O.'s regulatory strategy. Why then don't some (L.S.E. chat forum) vodafone shareholders support there C.E.O. & his strategy? I think it is time to realise, Nick Read knows a lot more than all you, vod, armchair experts, on this forum, put together. Any idiot can moan, But if you are not an idiot, you realise it is far more complicated? (far beyond some of you lot)? Just get real & grow up.
Hi soton, just had a look on Hargreaves weighted average 172 so still very high if that is correct
cheers