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I rushed that a bit. Not sure if it will be a bad thing though. The price does look set to go to 75.8 or lower, but then again that makes sense if it goes ex-divi on Thursday.
"...but debt has reduced"
yes..but the cash flow and earnings related to those assets sold has now gone from the income side ... hence the lower FCF for 2023....
I think she has the time as people wont change provider that quick, its hassle and only a small monthly cost compared to most things. The revenue of this business wont change dramatically and increases to customer kicked in as of 1st April. yes the cost of debt service will ultimately rise, but debt has reduced and headcount is going down significantly. The only service I expect from my provider is signal and VF has the best network.
As for 50p next week, its not worth commenting.
I hope the people who beat this share with a stick and spend lots of time on this board, actually have a stake thats worth the time and effort they put in. Please don't tell me your going to make a grand if you plan comes together!
If you look at it through that lens, the value is there for me.
That seems a little simplistic to me .....The only thing that matters to me, is whether VOD improves their current performance....which of course is influenced by the Macro economic back drop.
...if things improve or there is perception that things are improving, the SP rises as the Bulls come in, if it doesn't , the Bears will sink it further,not wishing to leave until the signs are there...and having taken the upper hand to bring it down to this level...
It is a bet on the present/ near future with all the current issues and intricacies and on the market putting pressure on the CEO to achieve and not just talk of the problems...... there is little point looking to the recent past...IMO
I've bought a few for that divi. I'll double up if the SP drops by the divi with a view to it rising to or beyond the 76.5 level.
Jax, again do not dress up your predictions as facts. You make yourself look silly when it doesn't happen.
10% chance today
50% chance tomorrow
100% chance Thursday
Friday we’ll see 50s.
When the ftse hit 5500 on 2 occasions in the last 3 and a bit years, Vodafone didn’t drop below 100p. At that point they had more debt. Revenues have been relatively flat. If you look at it through that lens, the value is there for me.
Porsche
What did you say about Piper and Sandler?
https://seekingalpha.com/news/3956043-sp-500-will-see-11-upside-from-the-current-levels-piper-sandlers-craig-johnson
Capital raise works for me. Rolls Royce was an outstanding success.
Tomorrow is the last day to qualify for the 4.5c dividend.
Gsk has years of Zantac struggles ahead, poorly managed, large debt, going nowhere and you get 5.20 pc in T bills zero risk so no reason on earth to buy gsk. Vod not even worth talking about, terminal, capital raise plus dividend suspension shortly to be forced on it by bondholders, German business they basically got stitched up with, massively overpaid. PiperSandler who have been spot on last few years on markets have a target price for S&P year end of 3220, so there is very likely a massive self off coming, could see ftse back at 5400. Get into cash and T bills, then buy back in when it’s all cratered.
Go long GSK and short Vodafone and you will probably do quite well imo.
Dyor gla don't eat yellow snow
Email
ir@vodafone.co.uk
Germany in the crapper. Come back in a year imho
1 Green day in months and then being lost today
Board seem out of league to protect shareholder value. If they take any formof about this year it will show their integrity
Vod back to what it does best
Added some more this morning at 76.9p -
gla dyor etc
Vod closing Sp 9th June
Tame2017 76p
Entries Closed Now
76 p for me
More like an inferiority complex.
In London, the top performers in the FTSE 100 were abrdn, Vodafone and Airtel Africa at midday. The stocks were up 4.1%, 3.9%, and 2.6%, respectively.
Mmmh. I’d sooner have a large position than a large ego!
"I will continue sniping from the gutter at people who think they are superior. "
The tactics of someone with a very large ego
"Why is this transformative year different to the 10 that have gone before it?
I seem to remember them having a similar plan, VOD 2016 they called it or something. Cut cost, reduce staff, sell assets, to keep paying div. "
--
Three major inflection points come to mind:
1) The Indian government royally screwed vod and as a result the business had to be written down
2) Acquisition of the German entity leading to a higher leverage
3) Covid happened