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Quiet today Jax old boy. Something UP? (yes intentional play on words at the end)
Not really buys, just free shares they were given as part of remuneration
Some director buys have just been released.
The short sellers may release their clamp for a few minutes...FCA WTF?
I'm sitting on a bucket load of these at average cost of 95p. Don't mind if they maintain the high dividend which seems increasingly unlikely. Might be a long road to recovery for VODAFONE ?
Anyone have the email?
Looks like BT is being sold in favour of Vod today
Ditto - good one
That actually made me laugh out loud 😂
We all second that Sid … annoying children used to be slapped, I blame the breakdown of corporal punishment.
Jax & avocet
Let me help you. I'm a seasoned software engineer and I can write a piece of code to save you the trouble of typing.
Jax- The software will be automated and periodically post on this board to say the SP will go down at a random price below the current price
avocet- The software will be automated to periodically post on this board to say " Jax- have you sold your shares yet?"
How about that? maybe it will free you up to do something more productive :-)
Looking good for positive end around 73p
Jax, you promised us we will be able to top up in the 60s today. You said it was inevitable. I hope this is still correct.
Otherwise you will have egg on your face, again.
The benefits of the deal are a long way out even if it gets inked and only applies to uk, so I’m not that surprised it didn’t light things up. The ARR, infrastructure and brand are the real value here for me. At the moment the SP is trading on general market fear rather than value imo. But you do get 10% while you wait!
Strange thing markets, they effectively gave Vodafone zero uplift in SP when the merger was made official, yet worries its dead send the SP diving 2% to 3%. Who knows what priced in and out anymore
Exactly. This is a company that contractually gets paid every 30 days and increases it revenues inclusive of inflation every year, again under contract. No wonder VF is in pretty much every UK pension fund.
"Forward p/E is where the market base the next set of results to be - much much higher"
--
Earnings are always subject to a lot of shenanigans as it can easily be fudged to look good. What you should pay attention to is the FCF. On paper a company can come across as profitable, but no cash coming in. You want good examples, look at Enron, GE, Wirecard etc.
FCF alongside sustained investment into R&D as at times a boost to FCF can be achieved at the expense of R&D cuts. Another is M2M of assets to ensure a true reflection of recorded asset values.
Again, I challenge you to list global companies with similar FCF multiple as vod. Indeed, you will quickly see BP and Shell are other examples where their cash engine monster isn't being valued as it should - The FTSE100 omen and the Brexit gift.
Not entirely sure you’re right there - more like 63
Ther is only so much and so far a company of this size and eanings will be allowed to fall.WATCH THIS SPACE
Jax what will your losses look like at 50p?
Well of course they don’t but their biased words are futile
6s almost inevitable today - 5s around the corner
Vodafone, Three UK Dismiss National Security Concerns in Proposed Merger
Today at 05:59
Vodafone Group (VOD.L) and CK Hutchison's Three UK mobile network do not see any national security risks arising from their proposed merger as they are working in collaboration with the British government to ensure the highest levels of security
Yes TerryMC1....potential investors may be best watching this for a while....what a price...😢
Let’s see what tomorrow brings but the 6s are likely imo
Dividend yield 11% with 1.3x cover.
Book price and fundamentals like P/E clearly comically no longer matter on the FTSE casino and the FCA turns a blind eye to it all....
I’ll definitely be topping up again tomorrow.
Massive company.
Attractive valuation.
Low SP.
Desperate de-rampers 24/7.
Analyst forecasts good.
Merger potential.
Everything pointing to buy.
No brainer.