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Well, there's always dead cat bounce, but the chance is getting slimmer and slimmer, after another downgrade. I need to think hard and more than twice to buy it back. Perhaps will never buy it buy now. Of course, 'never say never', but anyway, good luck to all of you faithful long term holders. Have a very good evening.
My guess is that E& or whatever they are have had enough of this dump and are selling down
Wait for the TR1 and board resignation
And by 10% at that
MDV out NOW
Come on Fleccy you don’t need an explanation of that
This is an aim punt now
Vod has gone down during the recent telecoms mini surge and drops harder on any pullback - falling more than twice of BT today % wise
If Liz Truss has anything to do with it
Vod is a trading share only. You simply have a 50% chance of it going up when you buy. However, I know that if I buy this chance would reduce to 0%. By the time it goes up in any given week I would be in the red so would be selling at a loss. This is how works....you need to ask yourself if you feel lucky....
"This could go bust"
How will that happen Jax, details please?
Maybe it was this
BNP Paribas Exane downgrades Vodafone Group VOD to "underperform" from "neutral" as it says portfolio reorganisation is likely to be FCF dilutive until around FY 2028
But it isn't going bust, sorry Jax.
Seems an outsize drop. The EU commission cleared the 3 merger today. It must be a vote from the city of the value of such a transaction for investors. It shrinks market share in the only bright spot of the UK market.
This could go bust
Be careful
Hi Mole, I think you are right once again, as I'm seeing my other shares rising at a much faster rate, will possibly sell 50% and hold onto the rest, but will wait a bit longer and see if can at least make a bit of progress from its current sp
Cheers
Looks at a good level for new shareholder's.
"Vodafone shares fall as much as 2.2% after Exane cuts the stock to underperform, saying the sale of its operations in Spain and potential deals in the UK and Italy are likely to dilute FCF"
--------
The same French Exane which has an outperform on Orange? lol
Anybody who pays attentions to these analysts deserves to have their heads delivered to them on a plate.
still think shes done a good job? ******* sack her
Hold for the divi lol
11% omg why is MDV not getting this
Failure to bring a more convincing story on growth and debt reduction by the next set of results will be the end of these two.
I cannot see any significant rabbits appearing in the next few months, revenue growth in each of their markets and debt reduction essential to move sp upwards.
"Vodafone shares fall as much as 2.2% after Exane cuts the stock to underperform, saying the sale of its operations in Spain and potential deals in the UK and Italy are likely to dilute FCF"
Here’s something short and snappy
MDV out
Anyone else in
Fleecy, you might has the time to write a whole book on hear, but some of us hasn't the time to reed it...
Keep it short and snappy
I think the market is targeting the CEO to achieve her targets,be decisive and make the business more profitable.....the actions she wants to take are a slow and gradual process of change
The Investment bankers want to see results achieved before they turn to buy more Long positions , I suspect ,
In Spain the new owners said they would cut the employee numbers once they take over as they see VOD Spain as having one of the higher labour ratios within the telecom sector.....now if they can see costs need to be cut, why couldn't VOD have done that previously ?
DIGI have made good progress in Spain and operate in Italy too (https://www.digimobil.it/ ).....the market sees very strong competition in Italy and VOD are being squeezed there as they are in Spain...
German economy having a bad 2023 so they will have to work hard to stay competitive there too..and maintain their market share
The ECB I think will come under pressure to reduce interest rates by Spring 2024 , as Europe economies stagnate
Mole_man, please supply more detail in respect of your pessimistic view of Vodafone, I'd be interested to know your view's on these key points:
1) Where do you see Vodafone bottoming?
2) When do you see Vodafone bottoming?
3) Please supply figures backing up you claim that "Interest rates have everything to do with a share that is mostly about the div yield. Being uncovered and with the company shrinking"?
4) I'd also be interested to know your view on future Capex that may affect Vodafone's ability to maintain the dividend?
5) What's your view on Vodafone's emerging market potential in relation to Vodacom and innovations like Mpesa?
I've looked at various figures associated with Vodafone and in the scheme of things Interest received and paid is currently around half the dividend, so not massively significant. I agree that a reduction in revenue will hit EBITDA, but there'll also be a reduction in leasing costs in relation to disposals, also if Vodafone can reduce Capex on the back of disposals it will go some way to compensating for reductions in EBITDA.
Vodafone is run like a hedge fund managing separate Telecom entities, its hard to understand their financing and nuance's between the half year and full year figures, I don't see things as black and white as you do. I suspect Vodafone will concentrate on Germany as its main market and may direct more investment into the UK, should the Vodafone/Three merger be approved; My speculative view is that Vodafone will eventually aim to position themselves as one of the three main UK infrastructure/wholesale providers, along with BT and VMO2, mopping up distressed Altnets as they fall into difficulty. Vodafone already own the old C&W UK backbone network, so it isn't a stretch to speculate that they'll position themselves as a main UK fixed and mobile provider.
Rob, you can’t be right all the time. Stock investing is about being more right than wrong, and when you are wrong to realise it, liquidate that position and move on.
Charlie Munger passed last week leaving an undeniable record of success, but one of his final plays was a big position in Alibaba for the daily journal fund he runs which has lost billions. In a recent interview he admitted his error that he thought they were more than a retailer. I am sure he would be liquidating the position and moving on had he lived.
If he can get it wrong, so can we. The difference is being able to identify when you are wrong and taking action.
I think 68p target is for them buy vodafone for cheap.. BT had many upgrades from brokers but Vodafone hardly any. BT went up with the market but vodafone stuck at 70p to 71p range. As I said before, if no significant news come before vodafone breaks below 70p, look for mid 60p price soon.
E& stake increase, three merger approval and vodafone italy news can make huge difference .. . But depressing share price will not make any big difference to this news!
Good luck!
Nope, but it is funny. Constantly educating myself though, I am bound to come up with a similar view to the correct answer.
Never stop learning.