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The market is targeting VOD to improve its performance ...and in many ways blowing a raspberry at the share price is as good way as any to signal to them that their targeted improvements must be delivered....
I am sure all the Investment banks etc have a clear idea of what they think the BOD should do and no doubt much of that has been passed on.....
When the BOD achieves it or makes the progress on it...the investors will return .... IMO ..easy to admit the performance isn't good enough..the harder part is fixing it
" The CEO's position is becoming untenable. " ... well certainly not yet, but it is good she knows that the market isn't going to back her until she shows she is delivering on the " to do" list
with no real Update until the Q3 results in February it is quite an easy run for the CFD shorts, cash swaps, and Put Option traders to keep knocking it back leaving any bulls to either speculate and add to the drop with some churn of the same shares ..or just sit it out and just let the Bears make it cheaper for any eventual buy
We certainly need something radical to save us from more losses. Margherita et al are presiding over a collapse here and are seemingly powerless to prevent it. Everything is taking far too long, I mean if we're depending on this will it won't it merger with 3 in a year's time, then our goose is cooked as it will probably get blocked anyway. There's just nothing positive here ATM. I deeply regret jumping in with both feet to get the dividend which will now be small beer compared to my losses. I just wonder how those who have high averages must be feeling. It's an awful situation. The CEO's position is becoming untenable.
Jax
Mind the gap. Until significant news, algos will seek out any gaps on the downside. Just look at the volume pushing it down to sub 66, compared to that which pushed it to 67+ yesterday.
What the Vod would benefit from is to delist its NY shares to remove the gap hunting algos.
I’m convinced MDV will see VODs value decrease by over 50% during what will be a very short tenure as ceo
She’s already deep into the 30s
No point jumping in just yet
My next buy will be in the 5s
And the BOD appear to be hapless passengers in its unrelenting descent. It really is challenging holding here.
It’s great here
Yesterday seems to have been a blip to this dogs downward trend
National Security isn't what it used to be ...I mean seems like the Russians and Chinese can hack into Sellafield Nuclear waste site and they don't even know when IT systems were first compromised or if malware is still there ...so I wouldnt worry too much over it...nobody else seems to
https://www.theguardian.com/business/2023/dec/04/sellafield-nuclear-site-hacked-groups-russia-china
If the merger is approved. Think there will be an IPO within 3 years too
At the operational level there aren't any national security issues, since teams working on sensitive sites, data and circuits will be vetted to a higher level than the rank and file Engineers. Three can already bid for commercial contracts so I don't think the Government would have an issue there. The only way this merger might have national security implications is if the ex Three directors, on the new BOD, had access to contractual information relating to security related contracts, but sensitive information could be ringfenced to members of the BOD vetted to a higher level. I don't believe a Vodafone/Three merger would have national security implications that aren't easily resolved. Competition concerns are the only real issue that might scupper the deal, national security concerns feel more like an attempt at presenting further obstacles, or distractions.
Hope you are right and great positivity robleo
I think voda 3 merger is never a good idea anyway.. Three service is as bad as vodafone.. so two bad service provider mixing together and sharing debts not going to help both. Only advantage is additional 3 customers who are with them only because their contract is always cheap compared to any other mobile provider.
I hope CMA decline the merge.
Question is, does the UK want three large operators, or a duopoly. Imo If the merger is blocked both 3and Vodafone will continue to divest from the market, it not being worth their while to invest at current economies of scale because as they have stated, the cost of capital is higher than the rate of return. I'm sure a duopoly would make BT shareholders happy as it would allow them to charge more once the car competition was thinned out. In addition, blocking the merger would be another nail in the coffin of the overseas investor who look at the witch hunt sermons being made by MPs and think, nah, think I'll give the UK a miss and put my money in a country which welcomes overseas investors and doesn't tar and feather them when the opportunity arise. As stated, Hutchinson HK will have ,49% of the shares post merger, and as such will get 49% of the dividends, but when it comes to day to day operations, their location will be based on operational factors, not share ownership.
Lol, how is that any different to the current set-up? 3 not being owned by Hong Kong Chinese?😂
THIS ISN'T GOOD FOR VOD
Ministers warned to call in Three-Vodafone merger over national security risks
Under the terms of the merger, Vodafone would own 51% of the new company, with the Hong Kong-based owner of Three, taking the remaining 49%.
https://www.shropshirestar.com/news/uk-news/2023/12/14/ministers-warned-to-call-in-three-vodafone-merger-over-national-security-risks/
Well my average here now is 67.7p hoping we will get back to 70s soon ???
'Good price to close at 66.45p'
66.63p US at the moment. £ getting stronger. Maybe Bailey..
Well Maloo,
You’re clearly an educated person. I had to look supplant up! I wish you all the best, particularly in health above all. You take care and best of luck going forward
Hi Crossley, I invest in high yield stocks, to supplant the OAP and keep me in carers as I am afflicted with central retinal artery occlusion (CRAO) and Arthritis. No fun in ones later years unless your an ex film star or footballer,
Indeed.
My stable companion and largest holding.
That puts you 117% up with divs in four years. Not bad for a stock who’s underperformed for the last couple of years.
Anyways, best of luck and best get back to VOD
Still got them Crossley
found them substantially more consistent than AVIVA
Good price to close at 66.45p especially when FTSE was falling before the UK market close. Still Vodafone got lot of catch up to do... its no where near compared to Vodafone USA which is 3-4% higher that Vodafone UK.
Fed did good job for US ( after agressive cut) but BOE is still hawkish which wont be good for UK share price until they hint about interest rate cut.
Assuming US market drives world market, Vodafone UK should be okay I beleive..
Atleast, Ofcom news and potential huge fine news are digested for now..
All the best!
Is it Mr Maloo, or Mr magoo? On another planet! Still not bad for 93 I guess, "waldo"
The other operators make sure they get flyers to busy MPs with disruptive propaganda to suit their 'accumulated competitive positions' so expect all operators have been 'briefing'.
The CMA is guided by queens council and precedent. Can look to France or China for similar number market operators.
All the operators sell the same products and compete on service.
I am sure MDV/VOD is targeted on customer satisfaction like 3 et al and customers vote with their feet
All international operators have been interconnecting on agreed standards and protocols for over 40 years including Iran and any despot you care to mention.
If price increases, demand falls relative to the other operators if customers seek lower prices.
Anyway good they are debating. Agreement will also bring reciprocal trade deals in other markets and UK PLC needs them if it wants to stop shrinking imo
Good governance of course.
Evening Maloo
Not really my thing this but keeping an eye on it at the mo as I generally bargain hunt. Must say, that was a nice buy of yours back in 2020 on LGen. Hope you’ve retained those for the relatively save dividend?
Best of luck to you, and everyone else