George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Put me down for 69.8
71.5p please
Not sure if posted before but it's interesting to read Margherita's thoughts again prior to Q3 results, next month.
https://seekingalpha.com/article/4651532-vodafone-group-public-limited-company-vod-q2-2024-earnings-call-transcript?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A10
69.50for me please
68p for me please Bob
Pokerchips , no I don't have a Prophecy chart table showing previous winners, but from memory Beo1 won a record 3 on the bounce, also you must consider it varies from about 8 to 17 Entries each week, usually Vod sp movements are about 1 to 1¹/² % weekly, so no I won't say there's a outstanding winner...atb
Roofer
Do have a list of how many times any individual has won your weely guess ?
Is there anyone who shows they are actually good at it or do you just have many names each of whom may have been fortunate only once ?
73.14 for me please Monsieur Roofer
67 for me please
Cheers
VOD - Business Description and Key Statistics
https://api.londonstockexchange.com/api/gw/lse/download/VOVOD/tearsheet
Not that I want to be a party pooper but there's not much fun to be had by guessing how bad posters think the SP will be in a week's time. These guessing games are more enjoyable when the SP is in the ascendency. Let's hope by next Friday, everyone's wrong and the SP is back the 80s!
71p...
Vod closing Sp 26th Jan
KiwiTwo 70p
FredRubble 69.69p
Roofer 68.5p
Added to list Entries by 12pm Mon Atb
69.69 for me please. Many thanks
Can I have 70p for next week please
The MUPPET that is Jax yet again posts an opinion that the SP here will fall by 2% but it rises by 2.62% & he also submits on here a vile misogonistic post aimed at the female MD.
Just have a read of this, it was posted at 16.35 on 18 January & it shows this particular individual to be the morally inept, prejudiced, abhorrent person that he really is.
Vod closing Sp 19th Jan 67.64p
Bobrad 68p Winner
Doyen Dan 70p
KiwiTwo 69.56p
FredRubble 69.69p
Jesteh 72p
Tars 73.14p
Exil 71p
Newsid 70.2p
Roofer 68.25p
Enjoy your weekend..atb
"Since the end of 2022, Vodafone has been supplying almost 100% of motorways via LTE with at least 100 Mbps. More than 3,600 cell phone stations along the highways already provide drivers with 5G technology. The carrier also said it operates more than 6,000 mobile phone sites that serve to cover motorway routes and tunnels.
Vodafone Germany’s 5G network reached 91% of the country’s population as of the end of 2023. The operator’s 5G Standalone network (SA) currently serves nearly 45% of the German population. Vodafone previously said that 5G SA technology will reach nationwide coverage by 2025"
https://www.rcrwireless.com/20240119/5g/vodafone-inks-deal-boost-mobile-coverage-german-highways
Whatever any of us may think, the market commentators keep bashing Telecoms companies over their debt, so its clear Vodafone need to reduce their debt.
Going off Vodafone's Bond list:
I think the Hybrid Bond for €2 Billion with a next call date of 3rd Oct 2023 has now gone and I also suspect they've already paid off the $3 Billion worth of US Bonds maturing on the 16th Jan 2024. There's also a €750,000,000 Bond maturing on the 30th Jan 2024 and I'm assuming all three of those will disappear after the 5th Feb Q3 results. The total debt maturing for the 2024 calendar year, including the two US Bonds that matured on the 16th Jan, comes to €5.066 Billion. 2025 has €4.326 Billion worth of Bonds maturing.
Is Jax an idiot? Yep !
The strategy involves investing €150m from cost savings into customer service and continuing to target the full €1 billion of cost saving which will free up cash to further push for revenue within Business as the margin there is higher. Business hindered by economic conditions until interest rates start to come down
Cutting debt in itself is not the strategy and they have not made any decision on the allocation of capital from Spain and wont do until the sale process finishes, so it may not be used to reduce debt
"current strategy which is all driven by dealing with the debt overhang."
No it isnt.
The strategy involves looking at markets where the ROCE is poor and action needs to be taken either to leave the market (Spain) or leave/consolidate within the market (Italy)
Mole_man99
Share price driven by Option players here, I suspect and today was Option Expire Day, so the rise "may" be due to some closing Options, forcing buys on the side of the table...see next week if that is so...or not
Any move from Put to Call now and the share price would rise from the lows the Option traders take it to.
If you think a good period is coming,you take the price down first in order to benefit the most from it , and no readon to for the FCF guidance to be much different than expected and H2 will see receivables and other time delay revenue inputs which dont appear in H1
It's such a relief to see the SP up today and a majority of buys over sells. Isn't it funny how getting back to the 70s would be seen as a great result. Perspectives change depending on the vantage point! I'm sure this prolonged visit into the 60s must be due a correction upwards. Vod has to be worth more so hopefully it's in recovery mode from here. 🤞
Let's hope he had the courage of his convictions and shorted it for a pretty penny.
Somehow doubt it.