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No wonder he is grumpy. He's been in Vodafone since the year 2000.
It's not a bot fly larvae after all.
Rob - A dividend cut IF it happens may not be a disaster for the ongoing SP here. Some will argue that it shows the management wish to get debts under control if they use a divi cut to pay debt, note the IF there. The last time VOD cut the dividend the stock reversed an early loss to trade up 2.5% at close on the day.
https://www.cityam.com/vodafone-launches-scheme/
Nice free broadband.
Wow. Now what have I said wrong? There are some very weird people posting on this forum lately?
rob
''my biggest fear here is what will happen to the share price if the dividend is reduced or cut''
you should be more concerned about the £45 Billion of debt
at about 84.4p
Squirrels get bot fly larvae also
84.84 a key level to get over, look out for an increase over the 10 day average trading volume if we get above it.
Pair of boring K U NTZ
The SP is a gift. I have no cash left this month but can switch % from other stocks like M&G, IMB
my biggest fear here is what will happen to the share price if the dividend is reduced or cut
I bought 5 years ago...only another 5 years of dividends and I will break even-Here's hoping you're right casapinos! Merry Christmas
check my previous post - I bought first at just sub 89p and have bought again at ~85 and at 84. Add 89+85+84 =258/3 =86 !!!
Wow, it adds up!
So you bought a couple of weeks ago when the sp was at least 10-15% higher, bought again at a best possible price of 83.8 and some how have an average of just 86p.
Either your top up is a huge multiple of your original purchase or you're talking nonsense...Given the daft essay, the latter is assumed.
Hi, I posted briefly here a couple of weeks ago on buying in . I have since added and now hold at an ~ 86p average.
This post aims to set out why.
First and foremost my investment aims are modest - an annual 'folio growth of CPI +10% (tho' that's obviously hard for this year and I won't achieve it for only the fourth time in 30+years).
To meet my targets I invest primarily in ETF's, funds(mostly bonds) and large companies both here and in the US.I hold about 40 positions which I intend to hold indefinitely , but that may mean anything from a few months to a few years.
I also seek to generate a significant part of my returns from dividends and eg for this year that will come out at about 5.5% of my total folio value.
Finally I, like most of us, aim to buy low and sell high - obvious but not always easy.
So VOD has been on my radar for some time, five years ago the SP was 220p,only six months ago it was 130p.
I now judge the likelihood of substantail falls from here as low and of a recovery as high.
Ok you'll all be saying but why should VOD recover , well IMV much of the recent fall is directly attributable to external factors affecting the economy of the UK and other countries in which VOD operates , Covid, the war in Ukraine, high inflation, rising interest rates......IMV all of these factors either have passed or will pass and/or the world will adjust .
Perhaps the two key factors are whether VOD's customers can afford to pay for their services and whether VOD's resulting revenues are sufficient to manage the debt position. My view is that mobile connectivity in all it's forms is now seen by pretty much everyone in the developed world (and many in the less developed world) as an essential of modern life and is therefore almost as price insensitive as food and shelter, so I have little fear of revenue attrition. Can VOD meet its debt liabilites? - Yes, those liabilies are substantial (about 3 bill euros per annum) , but the average WACC is 3.4%(well below inflation) and the term of the bonds is from 2022 out as far as 2059(coupons range from <1% to 7.875%), so there is a long time available to pay and VOD's prices, which are index linked, mean that revenues will continue to rise faster than repayments .If VOD had any doubts in this area I cannot imagine it would have embarked on a £580 mill. share buyback.Additionally, I am pretty sure that the sum of VOD's parts is worth a good deal more than its current MC and , in extremis , sales of some of the less core businesses can be effected, and maybe even if no undue financial pressures emerge, an easy win for a new management structure would be to rationalise.
I shall hold confident in a decent return over the next few years.
Guttersnipe, i would suggest you just open a savings account, all shares are a risk, but they can also bring rewards, you have to think how much you can afford to lose rather than how much you can invest, the choice is yours
Think Daniel might have a bot fly larvae
Anyone afraid to invest in Vodafone Incase it is a value trap (i believe it could be) should busy themselves watching bot fly videos on YouTube. Incredible how big they are up the cat nose. Very entertaining.
interesting
'The move forms part of Vodafone’s Tech 2025 strategy to automate large parts of its pan-European network to be able to rapidly respond to customer demand where it is needed most. 70% of the company’s core European network is already running on Vodafone’s own on-premise cloud, and this will increase to 100% by 2025. This gives Vodafone a software-driven platform from which to launch universal products in many markets at the same time, as well as to predict and dynamically meet future demand.'
A common data ocean connecting all Vodafone markets uses advanced AI and machine learning to empower tens of thousands of its employees. They can plan and operate the networks, intelligently manage data centre cooling, and dial-down the power at mobile sites during off-peak times.
https://www.gim-international.com/content/news/vodafone-creates-digital-twin-of-uk-mobile-mast-network
It seems strange to me that on the vodafone share chat forum, that, if you own a lot of vodafone shares & are honest enough to admit that you are losing money, but try to be positive about the future, you get criticised. Very strange world we live in?! As for me getting real mad, & bitter & twisted, well that is obviously only in your fantasy world. The truth of course is I don't like it when people on here complain all the time. I suppose for some on here,if you can't think of any intelligent, truthful way to criticise, you just make it up? Anyway, if it is O.K. with you lot, Lets hope for some positive news soon.
Buying Back shares at a low price is good for VOD .....they need to then hand those shares to the Bondholders who will give up their Bonds .... so...the value of the Bond debt they surrender will be more than the cost that VOD will have to spend on buying the necessary shares for that Debt surrounded....bonus for VOD
I am not a smoker but someone told me they pay £13 per day for a packet of cigarettes. If a consumer has to give something up, I would think they cut down their smoking rather than cut their £15 per month sim only which they will find difficult to live without. I suppose at some point the market will sell tobacco for VOD? Remember they took IMB down to £11 and its back at £20. The margin calls on VOD with interest rates rising must be biting and bond yields rising must be moving alot of money around short term too.
Maybe a long hold though. gla and merry christmas to the rampers (and the derampers cos they got tiny tim at home)
Vodafone appointed Goldman Sachs to do share buy back and they have downgraded vodafone! Goldman sachs can play their own part to let the share price fall as they wish.
Well done vodafone and Goldman!