The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen 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.
Big money use DCF models, and if you plug in the current EPS and zero growth, you get 45p.
I don't think big money has any confidence there is growth here, what with them shrinking the company deliberately.
I used to think all those saying the price will hit the 60’s were talking nonsense. Clearly not. Who is to say that predicting the 50’s or even 40’s is foolish. There has to be a worry if all this “good” news fails to stop the slide. What happens if we get some bad news?
Has all the hallmarks of requiring a cash raise. Let us hope not
Whatever the reason for such a big trade Daniel, I'm becoming increasingly concerned here. The SP is currently down 2.3% on the NASDAQ with no sign of a rebound. The CEO has a duty to at least try to avert such decimation of shareholder value but this does not appear to be happening. The Microsoft deal, whilst interesting, is a jam tomorrow story and has evidently done nothing for the current SP. The fact we haven't heard any rumours of a takeover at this historically low
valuation, is also a bit worrying. I for one would welcome that as things stand.
That's why I hope for you you sold out Jax. I keep accumulating.
Should not have been appointed - the sole reason for the destruction in value since her tenure
She’s been too involved in VODs catastrophic fall from grace for 20 plus years
The market has acted accordingly
Yep and tomorrow we’ll be 2% plus down
Garonne. The answer is probably no. Nothing to do with institutional investors dumping there shares, why would it? A bad finish today though, which is worrying, forget U.T's, they are meaningless, it is just an auction for miss matching of shares on s.e.t.s.
UT trade for nearly 47 million shares at under 66p! I wonder is that of any significance in terms of institutional investors dumping their shares? It's a bit worrying that it was priced at the day's low!
What a shid day, I thought we was climbing out and now back down again 😂🤣
Oh well least it can only go down 66p
The last 66p took just 18 months
Wonder if MDV looks at the sp or just flicks her bean
I still have this moving to 65 or below and have not been tempted to re-enter yet. I will become increasingly interested if we do hit 65
Rob, If someone loses money on the stockmarket it does not make them an idiot. The real idiots are those who invest, but don't accept that they may lose money, & those who come on share forums, just to mock those who are losing money.
Oh, it's real alright Jax and very annoying. If the Q3 results in February are not good, god knows where this will end up! Some folks keep predicting £1 a share but what's going to propel it there? As far as I can see it's full on negative at the minute.
Not on the same strategy as Fleccy, Garonne?
Pretend the capital loss isn’t real
Yanks dragging it lower. This company is either in serious trouble or it's pure price manipulation at its worst. It'll teach me for looking for a decent dividend income. What a trap!
Garonne,
Unfortunately MDV has NOT formulated any strategy.
Purely numbers person.
BOD have appointed MDV as 'safe pair of hands'
Therefore SP is flatlining constantly.
Show me a chart where this pos hasn’t dropped
"That AI news is really driving the share price lol"
--
What happened to dropping like a stone?
That AI news is really driving the share price lol
Garrone
Tufan is using his chain saw to cut costs at the expense of maintenance and R&D. All will lead to short term results. Suspend your verdict and judgment as the true results of his actions will only become visible when an accident akin to what Boeing is experiencing now rears its ugly head.
Sentiment is what drives prices unless a listed company has a solid base of majority shareholders. For guidance look at Swisscom, Deutsche Telekom and Orange. Vod is a lot more diverse business with innovative products and service than the aforementioned, but is being punished simply because we have a spineless government who isn't encouraging long-term strategic ownership. The topic has been discussed at lengths on this board. Pension funds are destroying the UK market. Fix that and you will see FTSE100 springing back to life.
PS this board behaves like a stocastic process with no memory (Markov property) as the same topics and questions keep getting repeated
Mole AI is currently super hyped and it's not clear who the winners and losers will be. Trying to compete with the likes of Microsoft, Amazon and Google is a losing game, since they appear to have unlimited funds. The tech is evolving very fast and processors are currently very expensive, so it's probably sensible to pay for access to the AI hardware and software tools of the deep pocketed tech giants, rather than investing in your own hardware at this early stage.
Many 5G IOT applications are going to need edge computing to reduce latency to an absolute minimum, so it makes sense for Telecom companies to move out of the highly competitive Data Centre space and invest more at the Edge. Things may change in the future, but AI products/applications based around Microsoft Azure seem to be current winner; A lot of resource and money is currently being thrown at AI, Telecom companies don't have the firepower to compete so they're probably right to take a backseat.
That's true fleccy but the merger with 3 is a long shot with the regulators potentially vetoing it and the disposals seem to be happening at a glacial pace. Clearly, the market remains unimpressed. There's no bullish rhetoric forthcoming from Margherita to back their agenda up, like there is from TE at RR. He's been talking a lot, which I'm sure has contributed to the exponential rise in RR's SP. Margherita is a shrinking violet in comparison. She needs to show that she believes in VOD. Incidentally, if she bought a load of shares at this price, it would be a massive vote of confidence in the company and could help to propel the SP out of the current doldrums. Complete silence is not the answer.
gutter****e, we dont need to be warned, we welcome a lower buy in price, because we know where this is going long term.
Those spend rates are just for installing/using AI created by another company that a typical business may do. For it to be exciting needle moving stuff you would want VOD to be creating something others can pay them for. That extends into the billions.
They could spend a billion today with nvidia putting in H100’s to create an au training server farm for IoT to plug into.
Iron Mountain are building out massive server farms in Leicestershire next to A5. Investing billions. VW have stated they will invest 180bn next 5 years, much of it into software. 150m will barely pay for foyer these days. Certainly no original software of value.
Yes, but nvidia.
VW