Listen to our latest Investing Matters Podcast episode 'Uncovering opportunities with investment trusts' with The AIC's Richard Stone 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.
Define a small retrace Avi
Vod is headed one way - plop
All markets are slightly down today, FTSE in particular.
A small retrace in VOD is to be expected.
Jax is not some genius with a crystal ball.
'28% reduction in debt H1 on H1.'
JPMorgan reporting on Spain option anyday now. They have been working on that for 3 or 4 months now. €5Bn would be handy with no material impact on earnings. You know it's coming, but when?
I guess before the 3 merger news?
71s today for sure
That mini resurgence is well and truly over
Germany is falling apart
'28% reduction in debt H1 on H1.'
I could be wrong. Maths isnt my strong point. I suppose the market will be salivating over new debt for the 3 merger if its issued at 6%. VOD sitting in a sweet spot with fixed coupon on debt around 3%. Just need to sit it out if you can afford to do nothing
Jax. Just a thought mate. But don't you ever bored with your constant repetitive posts.(We all do). If not, you must be very boring. Try taking up something a bit more challenging. It might help?
'VOD debt was about €46Bn at H1 last year. Whats it going to be H1 this year?
I guess €33Bn. Market should like that reduction surely?'
..should add that would represent a 28% reduction in debt H1 on H1. No wonder MDV says debt is no longer a problem
It certainly needs patience. I was hoping to in and out of this long ago! I still have conviction medium to long term for tge reasons I stated. I’m in a few other holdings that are equally frustrating atm, the first half year rally the pundits are banging on about, doesn’t apply to me unfortunately. I am optimistic about the rest of the year though!
Mrlong, RE: If you look at the world becoming more reliant on data, data centres (a friend of mine supplies the power here and comms is essential)
I don't think anyone would disagree with that statement, but others have been saying that 5 years ago
but i do hope you are right, it would be nice to see this change direction, this has been a tricky little bugger for sure
best of luck
VOD debt was about €46Bn at H1 last year. Whats it going to be H1 this year?
I guess €33Bn. Market should like that reduction surely?
The only incredible thing of note is Vod’s failures as a sustainable business. The model is defunct and failure is inevitable.
Bye bye Vod
Where are the incredible cash flows? Barely 1.5bn according to their own accounts.
75p
Vod closing Sp 8th Sept
Garonne 78.6p
Juyamah 77.4p
Tars 83.14p
Izstar 73.9p
Added to list
Entries Closed...atb
Another £2k gone for me today Jax old lad, but it not going in your pocket. I don’t know who’s more frustrated you are I.
Vod being one of them!
FTSE has no spine to go it alone. Unfortunately it needs the lead from the US, but it still has good companies and they are looking cheap!
FTSE dropping again this afternoon taking the hole market with it. Again nothing to do with VOD.
Should settle tomorrow.
-1.35% currently, not what I would call "going down hard" Maybe for a noob like Jax it looks frightening, which is why I would recommend you stay away from investing in the market Jax, until you have some experience.
Dropping hard
Just profit takers hey
More like loss limiters
I believe this is undervalued is why I’m invested. Yes you can focus on the low share price at the minute, but as they say, you can’t invest in the rear view mirror. If you look at the world becoming more reliant on data, data centres (a friend of mine supplies the power here and comms is essential) and the general trend of humans, we’re not going to need less data/comms going forward. Then you have the Middle East interest and they want a future passive income, so investment is huge, look at sport etc. The brand is iconic and you simply cannot setup the infrastructure and client base of this organisation over night. It would be cheaper to buy it as a going concern. The cash flows are incredible and my kids would sooner loose an arm than their phone contract. I have what I’d consider a sizeable private holding here, it sits in my Isa so I can wait forever. I can honestly see this back over £2 in 2-3 years from now. That my take!
You often find that people that don’t get / have a normal education and can’t string a few words together just cannot make it in normal life or jobs and then turn to social media.
But I am afraid that once the truth comes out any credibility soon disappears from things they try to say.
Let’s not forget the afternoon Vod slump
Keep the prophecy posts coming please. (Harmless fun). I forgot to do mine this week. There is plenty of room on here for meaningfull posts as well. It is the meaningless, dissruptive, I know it all posts, that I could do without.
Goodness gutter this proves you talk nothing but rubbish, you can't even speak english.
What is, i is not worried ?
what is they was all rubbish ?
what is i does not care ?
what is i has come hear ?
Goodness didn't you ever go to school?????
Fleccy - stop waffleing