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Mole your Tesla buy rec is down 20% since you suggested it as better than VOD. Since then vod is up slightly. Goes to show…
I would suggest caution on believing point 5. Inflation will be inflating VOD's costs, but their product price will not keep up, pressuring margins. You can see the competition for contracts coming with bigger and bigger GB data deals for the same monthly price. Deflation in telelcoms will be the actual problem.
VOD's debt will remain just as big and problematic in an inflationary recessionary environment.
Difficult times ahead for business. Side with low/no debt companies with positive FCF.
Haha hope you enjoy the fall tomorrow - looks like they enjoy skiing in America as well - dont worry though - Read will save us !!!!!
Well not a bad day today, up, with the ftse down. Unless you have a negative obsession with America & only own 1 share. Shame about the pm fall though, but that's life? Snakes & ladders.
You missed many things:
1. E& took a 10% stake in VOD at 130p so under that price it's always a huge bargain (won't stay long below)
2. E& said what needed to be said which is "debt is cheaper than the dividend"
3. This point 2 might have finally triggered flow into good value high dividend share of VOD
4. There are deals expected from VOD to boost the business
5. Some people have realised inflation might possible be good for VOD as the debt dissipates faster than expected
6. All of the above means VOD is undervalued and should be bought (not sold )
7. Free float has been reduced so there are less sellers.
VOD will be a winner for the year within FTSE 100. Let's see, it is still early days.
Cheap
Hey Mikey i think the term is "God bless America"
Patient says ask me when it will reach 1.40. Well I don't know, I just hope, but a good day today so far, so who knows, I don't have a crystal ball, just a positive attitude. robleo is hoping for 1.40 in 2 weeks time, so that would do me.
Thank you Robina, this is one of those shares i just bought and forgot about, get my divi's and dont really bother to keep up with the latest news, my average here is in the 150's but not to bothered.
VOD doesn't really suffer from supply chain issues, it pays a good dividend and inflation reduces its debt.
long term VOD holder, can anyone quickly bullet point me why VOD is so bullish in against the recent drops? Have i missed something?
140 by end of the week perhaps?
Look the germans are always right - so 225.
You will need to ask danielh when he expects VOD to reach 140p ...
That's because most of the earnings are in euros and currencies other than the £, which has sunk just a little bit today on the back of poor GDP results.
Only share in portfolio that is up....another reason for diversification ..although many if my eggs are in this basket (case).....waiting for 140
Hi all ....1.27 for me plz ...
Hi Dan guess your subbing for Rob so put me down for 127.5 hopefully with the turmoil of last week out of the way we will see an up hill shift right across the board.....
I will go 1.27 for Friday 17/6. close. So that's Dan 1.27. - New Sid 129.6. - C.S.B. 1.23.6.- & Fred 1.23.45. Any more takers before Monday open please? Have a great Holiday rob, & I hope the sp will be up to 1.40 for your return.
We we can only hope newsid, it does seem to resisting the drop at the moment, under difficult circumstances
Best of luck
Rob, I agree with your bullish prediction. In all these years I've been watching Vod SP I've not seen the indicators so bullish as it has been recently. I suppose every dog has his day & the time has come for Vod to have the recognition it deserves.
my pleasure newsid well done
that was the last week I'm doing it, as i will be away for a while, maybe someone else will take it over perhaps
maybe 140 in two weeks time, will keep my fingers crossed
cheers guys
Thanks, Rob, and well done CSDI
I'll go for 129.6 next week
I think 123.6p
"Mpesa has achieved what Bitcoin was supposedly touted to do, but for the poor, and not for the benefit of rich criminals."
https://www.youtube.com/watch?v=nPEi1u4p3Wo
https://www.youtube.com/watch?v=Ih7KHcMIlzo
https://www.youtube.com/watch?v=Ih7KHcMIlzo
https://www.youtube.com/watch?v=_DPMxWxIzN0
"Come on, surely we all know by now that all unregulated crypto currency is basically worthless?"
I think most right thinking investors would agree wth you, I certainly do.
I would never invest in a "Crypto currency", even though some have become very rich from it, because it defies common sense in my opinion. Crypto does fascinate me though, due to the number of people emotionally/financially invested, and the exorbitant valuations Crypto has achieved.
Mpesa has achieved what Bitcoin was supposedly touted to do, but for the poor, and not for the benefit of rich criminals.
https://www.youtube.com/watch?v=5nG2Dq_GuFE
https://www.youtube.com/watch?v=eTWJ5kqLU1o