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Dot dash dot dash holding on to a p o o is like holding on to Vodafone stock. You knows the eventual release you will feel much better in spite of the breathing problems.
Nevertheless, verify that you are really out. If you have a obsessive compulsive disorder like I do you worry that it didn't happen, even though you spoke to the broker.
People like Danny boy finks that they are superior but that ain't so, especially after they been Gutter sniped from the sidelines.
Me personally, I am keeping my powder dry waiting for a big collapse in the markets, which ain't far away Louella.
Verily it ain't rocket science making money on the stock market, buy low and sell high and don't buy companies with a big debt pile like Vodafone.
After digging through 943 hedge funds for their March 2023 investments, Insider Monkey discovered that 28 had held a stake in the company. Vodafone Group Public Limited Company (NASDAQ:VOD)'s largest hedge fund investor is billionaire Jim Simons' Renaissance Technologies which owns 18 million shares that are worth $201 million.
https://finance.yahoo.com/news/10-top-rated-stocks-billionaires-111839609.html
I don’t think the large holders care where the cheap shares come from , they just need all the weak holders out of the game .
Seen this played out over and over again , can takes years for the large holders to get there positions on a company this size .
My interpretation of what Applby's saying, is that big money wont lift the price until retail capitulation occurs. He'd have to clarify that he wasn't including the likes of E& and Liberty in his "private investors" category. Over 50% of the circulating shares are now held by the top 20 shareholders, they're the ones that'll decide the direction of the price dependent on whether they top up or sell.
'This won’t stop falling when private investors are still bullish '
This will stop falling when traders and ii's become less negative. Think pi's fed up a long time ago
E& not fed up though. Liberty very interested and Niel hoping for a bargain asset sale.
At these prices E& may buy another seat on the BoD to get what they want..another 1.4Bn shares from fed up ii's, not pi's
This won’t stop falling when private investors are still bullish , wait until everyone has got totally so fed up with losing money and there is no interest at all in this . You can’t put a price on it might be 70p ,50p ,10p 2p no one knows . Will be a great opportunity at some point .
'but the cash flow and earnings related to those assets sold has now gone from the income side ... hence the lower FCF for 2023....'
Last year fcf was €4.8Bn. Vantage, Hungary and Gahana impacted about €0.5Bn. €0.1Bn forex rebased last year at €4.2Bn.
So MDV's outlook of €3.3Bn has dropped for something else. Kitchen sink comes to mind
Mr long - I'm only here for the laughs, i don't know how to short a stock 😁
I rushed that a bit. Not sure if it will be a bad thing though. The price does look set to go to 75.8 or lower, but then again that makes sense if it goes ex-divi on Thursday.
"...but debt has reduced"
yes..but the cash flow and earnings related to those assets sold has now gone from the income side ... hence the lower FCF for 2023....
I think she has the time as people wont change provider that quick, its hassle and only a small monthly cost compared to most things. The revenue of this business wont change dramatically and increases to customer kicked in as of 1st April. yes the cost of debt service will ultimately rise, but debt has reduced and headcount is going down significantly. The only service I expect from my provider is signal and VF has the best network.
As for 50p next week, its not worth commenting.
I hope the people who beat this share with a stick and spend lots of time on this board, actually have a stake thats worth the time and effort they put in. Please don't tell me your going to make a grand if you plan comes together!
If you look at it through that lens, the value is there for me.
That seems a little simplistic to me .....The only thing that matters to me, is whether VOD improves their current performance....which of course is influenced by the Macro economic back drop.
...if things improve or there is perception that things are improving, the SP rises as the Bulls come in, if it doesn't , the Bears will sink it further,not wishing to leave until the signs are there...and having taken the upper hand to bring it down to this level...
It is a bet on the present/ near future with all the current issues and intricacies and on the market putting pressure on the CEO to achieve and not just talk of the problems...... there is little point looking to the recent past...IMO
I've bought a few for that divi. I'll double up if the SP drops by the divi with a view to it rising to or beyond the 76.5 level.
Jax, again do not dress up your predictions as facts. You make yourself look silly when it doesn't happen.
10% chance today
50% chance tomorrow
100% chance Thursday
Friday we’ll see 50s.
When the ftse hit 5500 on 2 occasions in the last 3 and a bit years, Vodafone didn’t drop below 100p. At that point they had more debt. Revenues have been relatively flat. If you look at it through that lens, the value is there for me.
Porsche
What did you say about Piper and Sandler?
https://seekingalpha.com/news/3956043-sp-500-will-see-11-upside-from-the-current-levels-piper-sandlers-craig-johnson
Capital raise works for me. Rolls Royce was an outstanding success.
Tomorrow is the last day to qualify for the 4.5c dividend.
Gsk has years of Zantac struggles ahead, poorly managed, large debt, going nowhere and you get 5.20 pc in T bills zero risk so no reason on earth to buy gsk. Vod not even worth talking about, terminal, capital raise plus dividend suspension shortly to be forced on it by bondholders, German business they basically got stitched up with, massively overpaid. PiperSandler who have been spot on last few years on markets have a target price for S&P year end of 3220, so there is very likely a massive self off coming, could see ftse back at 5400. Get into cash and T bills, then buy back in when it’s all cratered.
Go long GSK and short Vodafone and you will probably do quite well imo.
Dyor gla don't eat yellow snow
Email
ir@vodafone.co.uk
Germany in the crapper. Come back in a year imho
1 Green day in months and then being lost today
Board seem out of league to protect shareholder value. If they take any formof about this year it will show their integrity
Vod back to what it does best