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For what it's worth, I've bought this as a long term hold as somewhere to park money from a recent house sale where it will also produce dividends. I also bought Barclays for the same reason.
So the Barclays analysis validates my own feelings about where VOD is going in a year or two, which is the timeframe I'm looking for.
Short term it's probably not going to be much fun.
Barclays are reporting that it will take considerable time before the structural changes and disposals at Vodafone have a material affect on the company’s financial performance. Given that the Spanish sale won’t close until the second half of 2024, the UK CMA is not expected to even rule on the proposed merger with Three until the end of 2024 and as yet there is not even a proposal for offloading or merging the Italian operations, what Barclays report makes sense. Vodafone is a good buy, imho, but I’m not expecting any dramatic increase in the SP and believe it will be gradual over the next three financial years. Have been in this position previously with Cable and Wireless and have learned that patience is the key. BTW, Barclays are also suggesting a divi cut in FY2025 down to 6 Eurocents.
That should have read demotion to FTSE 250 is currently £2.8 billion.
Vodafone market cap = £20 billion!
Shooting up on the Nasdaq! Could we be about to hear something on a possible Vodafone Italy sale sooner than expected? Something has definitely caused the SP stateside to spring into life. Let's hope it's not just a meaningless spike! God knows we need a change in fortune here!
Some people are talking absolute crap here. Vodafone has a market cap of around £20 Billion.
(The threshold for FTSE 250 is
I like tradingview but have to say I don't understand the chart Stix, at least it would appear that there's a rationale to it.
Hopium then jed? You mean you just said the first thing that came into your head and said it with gusto! Good lord.
When the price action sets up as it has since August, the share price can play out as shown. It may or may not, as I said I'm a chart analyst and have no skin in the game, just an appraisal of what I see currently. TBH I'm surprised not to see a pop upwards today given most FTSE 100 stocks are up. If, and it's a big if, it reaches 65p I'll be a buyer
https://www.tradingview.com/x/OW6laX8p/
At what point will Vodafone be demoted to Ftse 250.
The city and brokers decide what any stock prices are, so for you or anyone to base a low price for any stock even VOD and charts or history means nothing. It looks like VOD is now on a little drop maybe for a week or longer but to what level or extent no one really knows.
So we could be down to 70p in a few days /weeeks then the ex Divi date of about 4p and if that falls on the same bad day on the market well who knows the SP could be 60p- 70p. So just because the past says something doesn't mean a jot.
Just pick a number out of the air and you could be right, the fact is no one knows.
BofA global research has increased price target from 129p to 134p
US will tank this lower
Flocking in.
Was beaten down to allow the massive buys we have seen come in
How do you get to 65.25? That would represent a new low (by quite a margin). I have the all-time low (from a daily chart so not intra-day) at around 69-70p. I know we all look at things in different ways, but the ways I look I hesitate to call precise figues below the all time low as I have nothing to reference it by, nothing to indicate where new buyers might come in. I can see the down-trend (hard to miss) and I can see an argument for the SP hitting 71.25 or below, but I was thinking that the 69-70p level would act as support. One possible scenario being a drop to 71.25 (or below; slightly) then a move up into the ex-divi date, followed by the ex-divi drop back to around 69-70 or higher.
I'm genuinely interested to know how you're calling 65.25 as that goes beyond my knowledge (which is admittedly limited as I live by the KISS principle).
Trading at a THIRD of its book value!
Imo if this goes low it will be snapped by foreighn entity.
over 200 in the past, 70.s now under present management.
I wonder how much mgmt get paid for reducing company value 25% in short order
anyone else getting a pop up vid at every keypress on here? Any solution? w10 brave browser. tried w10 dont open vids automatically, brave anti add.. it covers 1/5 of my laptop.
Mulder, both the CEO and the new CFO are kitchen sinking a lot of stuff to pave the way for an upward surprise.
Probably.
Energy costs will be significantly down year on year remember, should help margins as will reduced head count and higher tariffs.
The market is doing shareholders a favour....putting pressure on the BOD to improve performance ...or get out
Margharita has work to do....and the market is not going to reward her with a flying share price ..until she delivers on her targets ..money going elsewhere to find BODs who can deliver
IMO
Declaring that dividend was scandalous and clearly MDV had her arm well and truly pressed hard behind her back by E&. They’ll be feeding off this dead carcass in no time
UK stocks are all sh**,better to buy Amazon, Microsoft, Google, Apple.
Well if you wait another week or so when ex divi date is here it will go down by another 4p ish, so won't be far off your buy in target. 65p-66p