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Jax dabble's in Kibo, Beat that, Very kinky!
'The bond refinacing is relatively small in 3024 and is much larger in 2025 ...but by then...bond rates might well be lower than today ...'
I am sure MDV has a clear path to paying FY25 bond of €3.7m and could include rolling over/ using asset sale money.
The cashflow is servicing interest and maintaining net debt/ EBITAal somewhere around 2.5 or 2.7.
€9Bn debt repayable 2030-2040 and €10.5Bn repayable 2040+ is enough time for economies to begin growing and demanding the VOD utility at the very least.
In the short term, energy costs (94% hedged) will unwind in H2 this year.
Looks like handset financing will change to benefit cashflow.
Lots of cost reduction activities whilst service revenue is reported as growing
I had a dabble in Kibo years back
Beat that
Kdnc has done better than Vod over 5 years
Trust your guardian angel,2nd class. ok, rubbish of course, but think possitive, it works very well, unless things go negative, then you are in big trouble?! Can the sp go up tomorrow? Please.
If it makes you feel any better I am in KDNC in AIM and thats far worse !
I've been a long term holder (5years+). My heart missed a beat when I checked the price tonight. The thought of cutting my losses has never come to mind just enjoying the dividends and hoping for a gradual rise in time. I really can't see any light at the end of this tunnel-Can anyone here? I'm now actually thinking the un thinkable of cashing them in at a tremendous loss after all this time I'm near to retirement and want to enjoy what time I have left, this has been the worst investment I have ever made. (Luckily other investments have made good). Good luck and Merry Christmas.
Hello rob, or is rod? "Talking about Hamas over there, oh dear"! I can't make any .sense out of jax lately! I think his correct predictions about the fall in the vod sp have gone to his head. Power mad? Today Vodafone, tommorow the world. Very strange person. M.G.! As for s.i.d.i. well, what can you say? No bottle, but wise perhaps?
Yes robleo, I cut my losses and ran. Very important need know when to stop losses and preserve the capital, lol.
I bought BME instead. It had a big dip today because one of its big investors sold huge number of shares. Fingers and toes crossed. Hope that I didn't pick up another falling knife, lol.
Talking about Hamas over there oh dear
Bye Vod lol
Well Rod the div yield tipped over 12% overseas so expect a drop to 63p tomorrow
Sidi, so you have jumped ship?, i cant say i blame you, i wish i had done so a long time ago, i just can't bring myself to sell at a big loss at the moment, will i regret it who knows, the other thing i think about here is even if it does start rising, how quickly will it rise and by how much, and will it get left behind and continue to under perform compared to other shares
if only we knew all the answers
best of luck whatever you all decide
I know I seem like a stuck record on this point, but people need to remember that the working capital deducted from the H1 FCF will be added back into the FCF for H2.
https://docs.google.com/spreadsheets/d/e/2PACX-1vSNxkKmgR2PzSL1NH5uvhJAIl6TyUm-PpH2hChEFWELeB8mLB-V562E7qRdDL0lOSa8NyAUBbokBjVp/pubchart?oid=498591&format=interactive
It would be interesting if they do scrap the div. It would probably predictably drop at first but then it would be interesting as long term it would be more appealing. I think they should do it as if it goes too low they most likely get a bid anyway. Would all the pension funds that own it and most do, dump if the div is cut?
" Unfortunately it's the debt mountain that has caused all the problems at VOD"
Well they have relatively cheap bonds as they have a good credit rating, and they aim to achieve synergies by having more and more customers to use a bigger sized network..
The bond refinacing is relatively small in 3024 and is much larger in 2025 ...but by then...bond rates might well be lower than today ...
They will certainly want to keep their credit rating which is why a dividend cut may happen..
The final dividend isnt announced until May 2024 and does depend on Q3 and Q4 performance, really
Paying €18.4 billion in 2018 for Liberty Global’s operations in Germany, Czech Republic, Hungary and Romania looks like it could have been expensive
I wonder if they are actually getting all the saving synergies they estimated by 2023-4
https://www.vodafone.com/news/technology-news/vodafone-liberty-global-operations-germany-czech-republic-hungary-romania
...to 'do' so...
Yes longtimeinvester, normally we do that, but it seems wrong to so in VOD's case. It just looks bottomless like an abyss. I don't have the confidence to stay, but good luck to all faithful long term holders. Have a very good evening my friend.
Unfortunately this has been a dividend trap for the past 5 years imo. The new CEO will be considering how much to slash the dividend not if to. A 50% dividend cut cannot be ruled out as per the Fool article, but this is fairly well discussed option anyway. Unfortunately it's the debt mountain that has caused all the problems at VOD. When interest rates and Bond yields were at zero percent it wasn't a problem, but that is not the case anymore. I see 50's sooner rather than later if you consider all the headwinds for telecoms at the moment. JMO and good luck to those heavily invested here that there is a recovery at some point.
I know cash waiting
Poor LTHs
That's right Jax, this is a buy all day long. Bargain at a discount!
According to this net debt is reduce about 8B since FY22
https://investors.vodafone.com/reports-information/key-performance-indicators
See you tomorrow for another three percenter
BT is doing fine, but European TLC are going down: Orange -2,8%; Telefonica -3,5%; Deutsche Telekom -1%.
Its probably this big fine case which has been known about for ages hence now its out the price has gone down..
Walk about everyone has a mobile.. they are as needed as food... Iv topped up again today...
People will be crying over this share in 18 month when it's recovered.. The debt issue has only just started to be addressed and will do so...
Steady nerves chaps