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'We can thank OFCOM for today's fall'
I expect OFCOM have seen the merger market data, consultations etc and are ensuring consumers arent locked in for long periods on any operators network.
Mobile termination rates fell with interest rates over 30 years. Now interest rates are rising, operators are fighting to make a return, I expect mobile termination rates will rise and/ or more consumers get access to something like the benefits of the prepay/ pay as you go/ mvno model.
Shame you are trapped in this now Jax.
Aren't all of your remarks off the cuff?
Trading at a 50% premium to Vod based. The difference is strong shareholders who don't sell on a whim and the full backing by the French government.
Sp driven down, to make any forthcoming measly offer for the company seem generous.
11.5% yield
You don’t get that in a bank haha
Can this really go into the 50s
It was an off the cuff remark the other month but darn I think it just might
Telcos will be increasing their fees substantially moving forward based on the fact that ROCE is ca 6%, which is on par with current interest rates. Nobody can make the case against telcos that they are milking it, cause they aren't.
Looking forward to the day when the sheep will have to pay north of 100/month to gain access to the network. Telco is not a Mickey Mouse sector like that of Netflix with zero value add.
BT down 4%, hence vodafone need to fall atleast 2-3% even at this low price.. Oh dear... now buy Margaritta pizza ...
..and option expiry this week so maybe next week it drifts back up..
RNS would be handy for xmas pressies
We can thank OFCOM for today's fall. Pretty meaningless really, all it'll do is push all the Telecom companies into offering 12 month contracts rather than 24 month contracts. BT has really took a hammering today, I don't think it'll happen before the next inflationary price increase.
67 and below it is then
If vodafone need to cross 70p.. today is the day when market is positive!.. If not look for 67p and below..
"These days SP seems to be valued by sentiment not logic."
If that's the case then it's an opportunity to top up now, since sentiment doesn't determine the future success of a company generating profits. Sentiment can destroy a company operating at a loss and dependent on issuing new shares to raise funds, like a startup, but Vodafone and other depressed Telecom stocks aren't in that position. The biggest risk with Vodafone is a dividend cut leading to a short term drop in the share price; Rolls Royce's recent stock rally is a possible example of the effect on Voda's share price down the road, RR stopped their dividend in 2019 and look where they are now. When I made my last top up I did it in the knowledge that the dividend may be dropped, with the intention of holding as long as necessary until I see a capital profit, however long that may take.
Gutter,good choice when the interest rates are high, and you can't lose any money, not sure how long they will stay high for though
I like international funds as well, less risk than individual shares and they can grow very quickly when times are good
Fleecy, if any line in that picture was the SP, I’d be a lot happier. These days SP seems to be valued by sentiment not logic.
Although I IS very good at share dealing, I would not try to guide sum one because if it went wrong it would not be good.
The market seems a bit toppy anyway.
Probably best in a good building society.
Gutter, you is very smart, what conclusion have you come to from your analysing, should i sell or buy more, my wife keeps telling me i should buy premium bonds, but i'm not sure what to do, and i gets upset if i lose money
You should have gone to School Gutter.
Fleecy, I has no idea what that is...
Who needs to understand the financials when you can look at a picture?
https://docs.google.com/spreadsheets/d/e/2PACX-1vSNxkKmgR2PzSL1NH5uvhJAIl6TyUm-PpH2hChEFWELeB8mLB-V562E7qRdDL0lOSa8NyAUBbokBjVp/pubchart?oid=498591&format=interactive
Avi sold em 72p - thinking of buying back
Keep talking though lol
The sp is on a death spiral lol
Robleo, we ain't moaners.
We is finansial ana l ists wiv an interest in Vodafone.
Fleeces, you has finaly admitted you has not understanded the finansials
Jax, when will you sell the shares you bought at 70p?
I would hurry if I was you.
Dan, There's only one thing that will stop the moaners, and that's a rising sp, I only wish jax would apply for the CEO job, he obviously feels he is more qualified and could do a better job. ha ha