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People think 5G is about being able to download 4 porn movies simultaneously whilst backing up your hard drive.
When people figure out/wake up to Industry 4.0 and V2X, we will be all millionaires Rodney! There is a switch that is about to happen that will outpace this green nonsense, EV, any other major industry. 5G is the enabling technology and voda will be the backbone. Unloved at the moment. But many strong companies have been, until they are not.
Re: the luckyguy, at least you don't lose money in the bank ? , its probably so cheap as nobody knows what the next results will reveal, hopefully it will be good, but its just fingers crossed for that, and hope for the best
if this goes below a quid am throwing the kitchen sink at it, hold tight folks this is so cheap already, go and find a bank that pays you 7% a year, the last update was positive DYOR
Thanks Stockready
'could take longer than people think'
Yes I think you are right. Weekly candle not perfect but suggests to me a change in momentum.
What we need is a good RNS to cover the gap to reporting and div day. The India investor would be good one if they were just waiting for government clearance..
GLA
Android
Good post mate
I agree with most of things you said but i still think we might see near enough 100 considering the upcoming challanges ahead from interest rate to market expansion and debt
So while divi is very attractive I like to see the share price to go up which has a potential but only could take longer than people think
12 months is a good initial target and I have no doubt this will be above 150 but only if you willing to ride the ups and down and be paitient
This is in my watch list and I am following very closely but no rush to join yet.
All the best
IMHO
Not necessarily, I may break even next week, or next year. my average is 119, when ppl are saying it will go to 100, it’s probably the time to buy more .
might have to wait for afterlife to break even
I picked up 10k, though I told myself to wait for RSI 30. I got no discipline. But when its gone, its gone.
Off to Aldi for the weekly shop now with my Vod mobile LoL..
https://invst.ly/wbcyf
Well, Vodafone treasury can buy more cheap stocks.
I added 20k shares today, will add more if it goes to 100p
Interesting, Africa is the only continent where the % rural population will grow relative to total over the next 30 years. All other continents urban populations will grow faster than rural. So wireless cell and simple economic access products like m-pesa makes sense. Safaricom, Vodacom ets well placed to take big market share.
So Europe I suppose is about market share and the level of debt to net income and GDP imo. Vod ebitda/ fcf seems to track GDP, probably because its regulated in these markets?
30 years is too long a time frame for me but good Q2 results and reconfirming FY guidance is good enough with 7% div for now
Africa is the big growth story though
'Great question. I dont know but I would like to understand it too.
Brand value has decreased in recent years but still c$20Bn.
Business generates €14/15Bn ebitda and €5Bn+ freecashflow and pays 7% div. Customers generally tied into contracts for phones and usage and costs under control so cashflows look sustainable.
FY20/21 had c€40Bn net debt and interest covered in cashflows.
Buybacks coincident with SP down to 121, then c4p exdiv to 117 then shorters etc.
I suppose the €30Bn european shelf programme could account for an arbitrage yet to unwind with US?
Maybe funds exiting indexes like Blackrock has reported added to the frey.
TA/ fib retrace suggests a recovery imo
India is a worry but the indian gov has cleared the way for another partner investor.
Germany the jewel in the crown just getting back on its feet but Q1 showed service revenue growth. Q2?
https://www.statista.com/statistics/500110/vodafone-telecom-brand-value/#:~:text=Vodafone's%20brand%20value%20fell%20by,to%2021.83%20billion%20U.S.%20dollars.
https://investors.vodafone.com/debt-investors/bonds-outstanding-eu-and-us '
Sorry, forgot to add Vantage Towers. Economic moat imo
Great question. I dont know but I would like to understand it too.
Brand value has decreased in recent years but still c$20Bn.
Business generates €14/15Bn ebitda and €5Bn+ freecashflow and pays 7% div. Customers generally tied into contracts for phones and usage and costs under control so cashflows look sustainable.
FY20/21 had c€40Bn net debt and interest covered in cashflows.
Buybacks coincident with SP down to 121, then c4p exdiv to 117 then shorters etc.
I suppose the €30Bn european shelf programme could account for an arbitrage yet to unwind with US?
Maybe funds exiting indexes like Blackrock has reported added to the frey.
TA/ fib retrace suggests a recovery imo
India is a worry but the indian gov has cleared the way for another partner investor.
Germany the jewel in the crown just getting back on its feet but Q1 showed service revenue growth. Q2?
https://www.statista.com/statistics/500110/vodafone-telecom-brand-value/#:~:text=Vodafone's%20brand%20value%20fell%20by,to%2021.83%20billion%20U.S.%20dollars.
https://investors.vodafone.com/debt-investors/bonds-outstanding-eu-and-us
I just rocked up here with 20k to get the 7% divi as it's a great rtn and underpins the share price.... but given the fair value targets are 50% higher why is this so cheap? Its not a sunned pariah stock like BAT. Is it the biggest discounted stock to fair value in the frse100?