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Not sure about their commitment to restructuring though.. They promised to cut 11k jobs, have they started or were these empty promises?
All eyes will be on the May results. I'd say the upsides/downsides of increasing/losing customers, costs rising/falling, margin rising/falling etc. will drive the share price more than future dividends etc. that are already known about.
Motley fool wrote yesterday that Vodafone share is getting cheaper, but how they would avoid it like the plague 😅 The sentiment is not great right now, but that is how opportunities are created.
Eccles04, absolutely true you can't put a price on your health, did you notice i put lol in my post, i don't take it too serious, always nice if you can get a good return on an investment though
B.O.L
Hi All,
I think this share will organically rise over the coming year or less based on even just the three following items:
1. They have halved the dividend (needed to be done, should have got done earlier), this should aid in a few billion re-directed to help pay down some debt or stop increasing debt.
2. The have a $3-4 billion-ish (I recall) getting paid of the debt from the Italian sale,
3. They are using approx. 3-4 Billion to buy back share from the Italian job sale – This organically by reducing the number of share in circulation should push this back up to the 90-94p mark (dependant on their buy back prices).
Other are:
1. Restructuring is on track,
2. Three deal should go through,
Down side:
1. Reduced dividend may make institutional investor not so interested anymore as from approx. 11.5% to 5.5% is a big drop and they can get better returns elsewhere.
Its just how long it will take to get this back to the 100-120p range? Thoughts
Hi Robleo, As it happens I am virtually a millionaire with surplus income every month. This means that I can go out there and buy whatever and whenever I like and sometimes do. However, as one gets older one sonn discovers that health is far more important than having loads of dosh I can assure you. If I were to win a lump of lottery money it would be almost meaningless to me and I would happily swop it for my health problems.
I think your luck will change, keep the faith and believe in yourself, do that and anything can happen 🥳🥳
Are there any bookies here that could give the odds on unluckyinvestors question? i would say keep buying those lottery tickets lol, one day maybe, i'm trying to keep that dream alive
It is Friday and we have 8 hrs left for my prediction of 120p to come true, I have also bought a single ticket for Euromillions tonight. Are the chances of me winning Euromillions jackpot higher than Vodafone price increasing to 120p?
About 5% each from memory, then 5% ish from next year.
From later this year and into 2025 buy backs. Should push the share price higher
The only good news is this really seems to be rock bottom level, because it is not falling any lower and it has been here for some time; it can only get better from here!
May 2 (Reuters) - Swiss telecoms group Swisscom said on Thursday its takeover of Vodafone Italia is on track and expected to be completed in the first quarter of 2025.
Thanks for your reply MM99 and to xxxAc, it is certainly a lot of ifs, buts, and maybes with VOD. Am I right in thinking the dividend will be about 5% for the next two payments, or have they only committed to holding the level for the summer payment? I understand the level will halve for 2025, but I actually see that as a good thing, should help them to pay down the debt quicker. I think I am going to wait here and hope for a cheaper entry price. When I was a small boy in the 90's my dad would teach me about the stock market and VOD was one we used to follow. Seems like it is a shadow of the powerhouse it once was, so I think you are right about them returning too much cash to shareholders. I still don't have anything in the telecoms sector though, BT also has issues, AAF I don't really trust the books and the region they operate in seems deeply unstable both politically and economically (Nigeria's currency is a worry). Good luck everyone.
It didn’t did it. Yields and oil on way down so think we’ll have a solid up day today
Xxx, that didn't last for long, dow over 400 points up then finished only 87 points up
Nice little boost for the share price tomorrow to 70p (again, yawn)
Assuming you're current age is 12, you may possibly break even when you reach 95 but not guaranteed
Shuld be huge like maszive blak hrum the groff leval.
Wiv tha in minde I bowt a share todaye.
One share 68p
Browker fee £43
I is verey hoppfull
In my opinion, the current restructuring strategy is correct.
Concerning the merger, the UK business accounts for 15% of total Vodafone revenues; I guess that its share as a proportion of Vodafone entity value is similar. Let’s say that the merger can improve the value of the UK business by 20%: the entity value of Vodafone should increase by 3%, give or take.
In this regard, the decision concerning the merger does not look like a major issue, considering that other parts of the restructuring process (Italy and Spain) are well underway. Besides, the merger is not without risks; for instance, one should not underestimate the rhetoric against anything that has a link with China.
>> Is it just uncertainty over this merger that is keeping the price down?
No it’s years of terrible financial mismanagement to direct assets to profit now investors in divs and buybacks, leaving a weakened company to pay the bills.
It is still the strategy, so market stays away. Merger shrinks the company again and is necessary as they have no funds to build out a 5g network. Gave it all to investors who then lost it on capital decline.
Not a fan of the strategy.
DonB "For the first time in a while.... should bounce now"
Take some advice from a long term investor here & don't bet your house on it, VOD will finish down today ... because it's a Wednesday!
Concerning rhetoric surrounds the merger.
The U.K. market just seems to be anti growth in so many ways - it’s no wonder companies are exiting London.
I could quite imagine VOD throwing in the towel with the market or succumbing to a lowball offer if this merger fails.
My concern for the upcoming May results is that Vodafone themselves seems to be expecting some level of disruption in Germany in at least the short term and good May results in the UK might work against them in the longer run if it jeopardises the proposed merger.
Https://www.lightreading.com/5g/vodafone-and-three-can-cope-without-merger-says-uk-regulator
For the first time in a while.... should bounce now.