Firering Strategic Minerals: From explorer to producer. Watch the video here.
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Happy to stop so many - maybe not all of them Rob - since Dan is filtered I am not bothered what he says anymore . His obnoxious posts towards me made me retaliate - but hey ho that whats happens with people in mental institutes - funny day today - seems whenever it tries moving up it takes a dive back down . Problems is I get so many green filtered messages now :)
For me it's trying to decide which is the worst, Mikeys comments or Dan replying to them all the time, no offense meant to you guys, but please can you both just grow up and just ignore each other please, like most of us do
So the share price has dropped that's a bit dissapponting but that's what they do, sometimes you win sometimes you lose
Not sure who you aimed that post at Dan but i for one am bored with it......
Am I boring you yet?
Well that was a nice surprise :) -at least it wasnt red .
Well looks like the final ski slope has begun for the end of the day - I suppose it was destined to finish in the red
Mikey posted on here some time ago, when he was criticised by many, that even if everybody filtered him, he would continue posting, & just talk to himself. Perhaps that is his aim, so he can be the true King of the forum.
If anybody can make sense out of Mikey's last post let me know please? I don't want to filter Mikey, & as I don't always log in, it doesn't work if you don't log in. Vary strange post though!
I know you wont read this as you say you have filtered me , but you need to explain in simple terms how he does that as it seems he gets a bit muddled inbetween his medicine
I have said it before and I will say it again....use the filter and mute Mikey....I never ever regret seeing that green line ....I dont need to read his posts, since I know it is always the same old bull**it..
Not saying a word :)
Blame the yanks, don't blame the yanks, ski slopes, cliff edges, blame Nick Read, Down from from 1.23 to 1.21, & he laughs . What part of Mikey is a nut case don't you lot get? Nothing to laugh about?
From over £1.23 now heading below £1.21 you have to laugh
Csdi, at least you can enjoy the cable car ride back, wii be joining you at some point, just don't know what this winter will bring for us all, are there any shares that sell body warmers ?
"Cant even blame the yanks - up nicely over there . Just usual vodafone i suppose lulling people into a false sense of upward movement "
It's just part of the seesaw effect of risk-on/risk-off trading. The US came in with a lower than expected CPI reading, so risk on again!!! Bitcoin jumped 1000 on the CPI reading, that says it all.
Cant even blame the yanks - up nicely over there . Just usual vodafone i suppose lulling people into a false sense of upward movement . Still only to be expected with Read in charge
Mikey - VOD is great for amatuer skiers - only down 12% in 6 months, and up 2% over 12 months.
For pro-skiing try my share with PSN - down 25% in 6m and down 36% in 12m.
Now that is what you call a ski-slope LOL
Cheers - C
Amazing these Ski slopes/cliff edges , all happen within 15 minutes . One minute all looking nice - next minute wallop !!!!!!!
Agree Gary, i have done well from lgen and aviva, you said a while ago that you sold all of your shares ?
Good day for the ski slope in this weather - or is it cliff edge
So glad I got 90% of my holdings out of here & into AV & BP. Not gloating but the point of this message is don't be afraid to switch sides if you are 3 nil down at half time. GL ALL
Fleccy
Valid points, but you forgot the elephant in the room - inflation. Vod hasn't even begun to properly adjust their pricing plans to reflect the current market conditions. At least not on the consumer side. On the b2b side of the business they will move more aggressively whenever contracts are due for renewal. Same is also true for other telco players.
Prices will have to be adjusted by anywhere from 15-30% in the coming 36 month period, unless we get into a kind of hyper inflationary situation in which case the debt will be gone in no time. That would have a material impact on both top as well as the bottom line, but more importantly on the net gearing. This is a huge lever that should be obvious by now.
The question still remains, what is the replacement cost of Vodafone? Its the only mobile operator with a global brand recognition. Right now the market doesn't give a hoot about their brand value. A big mistake.
Lastly, M-pesa (50m+ users) is a gem, which is flying under the radar. It's the biggest mobile financial transfer infrastructure in the developing world. Not to mention the explosion of IoT that is coming our way in the next few years. Think autonomous vehicles, deliveries, connected devices etc. Massive untapped market, where Vod is investing heavily in.
I am bullish and vod is one of my conviction trades.
I don't really give Vodafone much thought week to week. I look in regularly, but rarely post unless something demands a response lol. I'm not happy with the performance of any of my holdings, but more at annoyance at the market treatment of companies I'm invested in. Lloyds is my biggest holding, BT 2nd largest, with Vodafone coming in third, and all are well below market value in my opinion. Since I don't have any urgency to sell any of my stocks, I'm collecting the dividends and reinvesting where I see the most value.
Out of the three, Vodafone is the hardest to judge, since it's a complicated patchwork of different companies and entities, with Group run more like a hedge fund controlling the different parts. I can't complain too much about Vodafone, since out of my three holdings they continued paying dividends, at a reduced rate, throughout the Covid period.
I haven't got any fears about Vodafone going bust, but I wonder about the sustainability of the dividends with the amount of debt. Vodafone seems to be moving away from outlying markets and also selling Tower assets, probably with one eye on its debt, and focusing on its core European markets.
Hello fleccy. As you haven't posted for a while, I wonder if you are still happy with vodafone at the moment? Cheers.
"plus nobody wants to buy U.K./sterling denominated assets since brexit, the gift that keeps on giving."
I don't disagree with that statement, but the real basket case is the EU. The EU has a ton of problems with stress cracks showing everywhere. Italy is the third largest economy in the Eurozone, with political instability far in excess of anything the UK's seen for hundreds of years; The hard right Brothers of Italy are set to take control of the Italian government, with Giorgia Meloni set to become Italy's next Prime Minister. Spain has never properly shaken off the Franco years, with the treatment of Barcelona separatist politicians an example of what festers below the surface. The Eastern Block countries are fundamentally right wing and resistant to being told what to do, which is likely due to their subjugation under Russia for decades.
The EU bend over backwards and relax rules to paper over the cracks, but it'd take very little for the whole thing to break apart. The problems run deep with cultural, language, economic, and protectionist issues seperating the member countries.