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Fleecy, you might has the time to write a whole book on hear, but some of us hasn't the time to reed it...
Keep it short and snappy
I think the market is targeting the CEO to achieve her targets,be decisive and make the business more profitable.....the actions she wants to take are a slow and gradual process of change
The Investment bankers want to see results achieved before they turn to buy more Long positions , I suspect ,
In Spain the new owners said they would cut the employee numbers once they take over as they see VOD Spain as having one of the higher labour ratios within the telecom sector.....now if they can see costs need to be cut, why couldn't VOD have done that previously ?
DIGI have made good progress in Spain and operate in Italy too (https://www.digimobil.it/ ).....the market sees very strong competition in Italy and VOD are being squeezed there as they are in Spain...
German economy having a bad 2023 so they will have to work hard to stay competitive there too..and maintain their market share
The ECB I think will come under pressure to reduce interest rates by Spring 2024 , as Europe economies stagnate
Mole_man, please supply more detail in respect of your pessimistic view of Vodafone, I'd be interested to know your view's on these key points:
1) Where do you see Vodafone bottoming?
2) When do you see Vodafone bottoming?
3) Please supply figures backing up you claim that "Interest rates have everything to do with a share that is mostly about the div yield. Being uncovered and with the company shrinking"?
4) I'd also be interested to know your view on future Capex that may affect Vodafone's ability to maintain the dividend?
5) What's your view on Vodafone's emerging market potential in relation to Vodacom and innovations like Mpesa?
I've looked at various figures associated with Vodafone and in the scheme of things Interest received and paid is currently around half the dividend, so not massively significant. I agree that a reduction in revenue will hit EBITDA, but there'll also be a reduction in leasing costs in relation to disposals, also if Vodafone can reduce Capex on the back of disposals it will go some way to compensating for reductions in EBITDA.
Vodafone is run like a hedge fund managing separate Telecom entities, its hard to understand their financing and nuance's between the half year and full year figures, I don't see things as black and white as you do. I suspect Vodafone will concentrate on Germany as its main market and may direct more investment into the UK, should the Vodafone/Three merger be approved; My speculative view is that Vodafone will eventually aim to position themselves as one of the three main UK infrastructure/wholesale providers, along with BT and VMO2, mopping up distressed Altnets as they fall into difficulty. Vodafone already own the old C&W UK backbone network, so it isn't a stretch to speculate that they'll position themselves as a main UK fixed and mobile provider.
Rob, you can’t be right all the time. Stock investing is about being more right than wrong, and when you are wrong to realise it, liquidate that position and move on.
Charlie Munger passed last week leaving an undeniable record of success, but one of his final plays was a big position in Alibaba for the daily journal fund he runs which has lost billions. In a recent interview he admitted his error that he thought they were more than a retailer. I am sure he would be liquidating the position and moving on had he lived.
If he can get it wrong, so can we. The difference is being able to identify when you are wrong and taking action.
I think 68p target is for them buy vodafone for cheap.. BT had many upgrades from brokers but Vodafone hardly any. BT went up with the market but vodafone stuck at 70p to 71p range. As I said before, if no significant news come before vodafone breaks below 70p, look for mid 60p price soon.
E& stake increase, three merger approval and vodafone italy news can make huge difference .. . But depressing share price will not make any big difference to this news!
Good luck!
Nope, but it is funny. Constantly educating myself though, I am bound to come up with a similar view to the correct answer.
Never stop learning.
IT'S NOT LOOKING GOOD
Ignore Barclays you need to listen to this one
Exane BNP cuts Vodafone to 'underperform' - price target 68 pence
Mole_man, You have just copied those exact words from the top search entry on google
Barclays raised the target from 90 to 92p! I consider this as good news..
Illiad rejected buyover talks has to bad news... But merger with swisscom is good new or bad news due to desperation!
Ftse down, therefore if vodafone goes up ( which I doubt!) then probably good news... otherwise all bad for falling Vodafone!
By the way, for any rise on vodafone share hedge funders short them heavily.. . They are not even leaving BT behind which had recovered over 20% since the result..
Good luck all!
(*) Telecom Italia
British telecoms group Vodafone is in talks with Swisscom over a possible merger between Vodafone Italia and Swisscom's Italian unit Fastweb, la Repubblica reported.
The merger would create "a strong competitor" for Telecom Italia , the daily said, adding that Vodafone started the talks after France's Iliad suspended parallel talks to buy Vodafone Ital
BT up 10% in the last 5 trading days.''BT down 9.88% and vod down 8.61% over last 6 months.
BT up 10% in the last 5 trading days. Vod up just over 1%! It's grim being a VOD shareholder! Maybe news on the Italian sale could move this. God knows we need something and soon.
Interest rates have everything to do with a share that is mostly about the div yield. Being uncovered and with the company shrinking, investors aslo demand a hefty risk premium over the prevailing interest rate they can get risk free from money market funds and treasuries.
Stevebt. Of course interest rates can have an effect the share price. But If you are just having a pop at jax, well, we all know by now he is a complete idiot. At least mole-man has something between the ears!? I think? If you want to be negative, that's fine, but get your brain in gear 1st. Me, I don't know, but hope, as a vod shareholder, the sp will go up.
What part of the vod sp is up today don't you lot get?? Talk about revelling in being negative, sad, or sad? Get a life for gods sake.
What has the interest rate got to do with the share price. the two have nothing to do with each other. I could use your formula for lots of the ftse stocks.
£1 3%
90p 3.5%
80p 4%
70p 4.5%
= overvalued currently
MOLE, why do you have to get it right all the time, you will slip up one day and get it wrong, I hope, killed my dreams you have lol
You need interest rates to fall to 3% to get a quid here, and that won't happen soon. By the time it does come, the reduced size of the group will become a factor that may weigh down the SP.
They could always try the old fashioned way to get the SP up. Make more money.
Vod is up .88% today, the ftse is up .34% So, vod up 2+ times the ftse. Why don't you brain dead morons at least wait untill vod has a bad day to come up with your stupid negative posts? Are you just bots? How many traffic lights can you see??
Rob. Only brokers have target prices. Share holders just want the sp to rise, the higher, the better. £1 will do me for the time being though.
JAX ANSD LSE, if that's what you think that;s fine if that's your opinion
But for all that have been investing their hard earned money here, surely they must have a target price they hope to get back for their investment, as you wouldn't invest for dividend alone, i know what mine is and that's a min £1 for my last top up of 86p
There is a clear indication that Vod will not be around near term
A dinosaur company with a dodo at the helm