Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Loads of names not normally here today on the rns news.
The comments have one thing in common, they are all short term, short dated and based on a short term trade. VF stated they want to be the superior 5G over the course of the next 5-10 years, so if you align your investment with that, we’re do you think the price will be?
Dan, that may not be the best words for it, but how exactly would you describe this as a long term investment, sorry mate but sometimes you have to be realistic, to say it's been disappointing is being very kind, I'm still hoping something good can come from this and don't think it would be wise to sell at these prices , but it looks like they need a magic wand rather than a new ceo, let's hope it can start going in the right direction
Gary says, "Guttersnipe is there something wrong with you?" I think we all know the answer to that one, but this is a free forum, so we can't exclude complete nut cases like GutterSnipe, but thank you for trying at least.
What is it about some on here who degrade themselves by comparing vod to excrement. O.K. so you don't like vod, but try using more intelligent words to compare. Sorry for any spelling mistakes.
Lots of media coverage. Will be interesting to see if the conservative backbench will try to derail the deal. If they do its probably the competition briefing them LoL
'Vodafone and Three have pledged to improve mobile internet services for millions of customers after announcing plans to create the country’s largest mobile network. Bosses at the two companies said the long-awaited merger will transform connectivity and level the playing field as rivals race to roll out faster and more reliable services.'
https://www.msn.com/en-gb/money/other/vodafone-and-three-pledge-to-transform-britain-s-sluggish-mobile-internet/ar-AA1cyqYz?ocid=msedgdhp&pc=U531&cvid=112329d7c77d4e33bafbb3025a761a24&ei=13
US was 9.26 when we closed, it then dropped to 9.18 when jax posted. It since recovered to 9.23 so slightly down in our after hours but it was down nearly 1% at one point
Current SP is c72.7p @1.2661 so just tracking where we are in UK?
It's the movement between 11.30 and now that you need to look at. As before 11.30 was already embedded in our SP close
ADR seems to be same as UK
https://uk.investing.com/equities/vodafone-group-plc-exch
It wasn't, but then the fed announced rate freeze but forecasts it will increase twice more this year so the whole US tanked. Seriously put a bit of research into yours jibberish nonsense
Thanks Fleccy. I hope they do more of this kind of thing. They seemed to have good answers to all the questions
‘The VOD language suggests they maintain it at 9cents per annum.’
I’m not convinced and expect a cut.
I also expect a retreat tomorrow - it’s being dumped hard in the US.
Should have stayed out of this dog turd of a share
The interim dividend is 'declared' at the H1 results.
The VOD language suggests they maintain it at 9cents per annum.
This article is at least consistently communicating nothing changes the dividend.
In my mind, they hold it whilst they make the published changes to strategy and deliver the outlook, at a minimum. People might not like it, but you dont have to sell 2m handsets to generate €1Bn cash over a 3 year contract. You can do that by a one off large deal from a broad asset base if it doesnt interrupt your run rate.
If you fold performance into a rebased merged company, the incremental 3 year cash flows starts coming from handsets and service etc and you dont need asset sales, unless they are non core, as is the case with Liberty Global sales potentially upcoming
Do we know the dividend policy beyond the one just done?
I don't see this joke stock market. Maybe I am just in the right stocks. Not VOD of course.
'Vodafone boss Margherita Della Valle said the company's deal to merge its UK operations with that of CK Hutchison's did not affect its current dividend policy.'
Thats good news. I think that implies an interim dividend (and final) to come in this FY as reward whilst the scale merger follows. Obviously we need to wait for H1 reporting for news on an interim dividend and the BoD is definitely on MDVs case. Its becomes clearer why she got the job. An external CEO would still be phaffing around with incentives, and soft targets.
https://www.lse.co.uk/news/VOD/vodafone-boss-hutchison-deal-doesnt-change-dividend-policy-36ypte493pxuqk0.html
It amazes me people think merging 2 national networks is a quick project. The approval from the CMA requires a certain amount of box ticking that VOD and 3 have tested in previous regulatory campaigns and received judgements, so if they are saying its different this time and they are confident, then its probably 99%. The consultation has been out for some time and UK PLC has no patience for a long drawn out CMA process on any axis. I expect we get a decision alot sooner than the headline and reported performance might be carved out sooner too
https://www.lse.co.uk/news/VOD/vodafone-ceo-secures-early-win-but-long-road-ahead-on-the-deal-front-uox8kzafxzlvhd9.html
Back in Feb the announcement wasn't imminent. Last week it was - some people would have taken a punt on that and been disappointed by a complete and utter wet lettuce.
"the whole stock market is a complete and utter joke at the moment." - thats because there is a warmongering nutter on the loose with a nuclear ****nal !
Porches 1946 - What is your opinion on GSK shares please?
'the news is out, and it wasnt liked today, which means more heartache tomorrow'
I doubt it is anything to do with the rns. Quarterly option expiry more like. I will add late on Friday or Monday if the price is right, otherwise some other bargains like housebuilders if interest rates pause etc.. Only small amounts though so I dont move the SP too much LoL
@adbon its not a “ good old company “ its a pos with a collapsing biz model, huge debts and poor management. Plus its listed in brexit basket case uk, on an exchange nobody will touch anymore. Good luck with it tho😂😂
..."What’s that saying ? Buy the rumour and sell the news or something like that ! Classic example here"...
Err, the strongest new rumours on the Vodafone-Three merger first began back in Feb 2022... The VOD share price has since collapsed an astonishing -50%...
Sell the rumour, and sell the news.
Good news or bad this never fails to disappoint! My 4th biggest holding and doubt I'll ever get my money back.
A steaming pile of manure...
Thanks for your tip, very good of you, but I ignore this board noise.
I follow the shorters and then go completely the opposite way.
Bought 30k this week and will be adding more. Happy bunny 😀