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"Oh look the SP is down again today when almost everything else is up"
Gary are you stupid,? You should read what's been happening today before you use your throw away remarks. The reason for todays drop is no reason at all, it was caused by speculation about Amazon offering mobile services in the US, through MVNO's, with the market proving it's as thick as mince too.
I don't see how Amazon offering a mobile service hurts the US Telecom companies, as the Telecom companies benefit through Wholesale business and the UK are doubly unaffected anyway, since the headlines don't even apply to the UK. It's just another excuse to knock Telecom stocks so big players can mop up stock on the cheap, from weak retail.
'but competition is intense and fighting to keep low-cost customers isnt going to be their focus'
Not fight over low/ no profit customers, but aggregating all in a wholesale MVNO model could be attractive for VOD. I imagine Amazon would want to offer the range of devices and appeal to high and low end customers in which case pricing would need to be commensurate. The rest of the market that has invested in network and spectrum has to handle the end to end obligation and wont handle their calls for free..
Correct Poker & the "churn" of customers leaving VOD in Germany is now reaching major proportions, the CEO must be eternally worried. Our German friends are as nationalistic as some are here & the very fact that VOD is deemed a British company & the Brexit factor doesn't the retention of customers there one bit ... fact!
The major loss of revenue in Germany is one of the reasons that so many staff are being axed so g od help the next set of results.
Oh look the SP is down again today when almost everything else is up.
What a dog share this really is
Android101
well judging by the performance of Italy and Spain where there seems to be the biggest number of low-cost product customers with VOD ..it doesn't look like they are making too much profit from each of them anyway..... and the CEO has said she wants to focus on developing the business sector opportunities and investing more in their best areas for growth...
...the future of VOD in Italy and Sapin is up for question anyway I guess ...but competition is intense and fighting to kepp low-cost customers isnt going to be their focus
'cant see Amazon doing anything in Europe'
Would be mad to build a network, invest in spectrum and then sell access to Amazon at lower than cost+ something. In the case of VOD, cost + something that improves ROCE
The UK is awash with MVNO's, my SIM only contract is under £7 with Plusnet, and many other SIM only deals are available. If Amazon wanted to offer free mobile to UK consumers, they's still have to pay the mobile providers. When 5G rollout's completed, more options will open up for MVNO's through network slicing, but again it wont be free.
" Vod is ripe for a takeover! "
judging by most of the forums ..every UK company facing a share price drop....is ripe for a takeover ...!!!
seems many a private investor lives on the hope that the likes of the US would buy up most of UK PLC !!
would that just be a great final finale to the Brexit idea of going out into the world and being Great again !!!
Amazon out saying they have no plans at this time to enter wireless!
One thing for sure, Vod is ripe for a takeover!
Amazon have the customer base obviously to market a low price product ..and to be honest ..it might help a player like VOD to offload a lot of their low-cost product customers to a similar service operated by the likes of Amazon... low cost services have limited data for the price and slower speeds etc , and customer service isn't great as you would be in a queue much more of the time ! ...you get what you pay for,at the end of the day ..but there is a market...just like there is for Talk,Talk (ugh)
cant see Amazon doing anything in Europe, myself, until such a move was embedded in the US first
Done very well last few years trading gold , silver on bullion vault , has several cycles in it weekly monthly etc , satisfies the desire to trade , and very transparent . Have a look
Exactly. Over-reaction.
Vodafone dominate Europe and Africa.
IF deal in US happens, and proves a success, Amazon could just gobble us up!
LoL I know nothing. I got 66p in roofers weekly prophecy
Ok let’s see
Appleby, expect the unexpected. I added at 74.2....
I’m glad I sold my investment. I feel this stock is currently for people with strong stomachs.
Perhaps that's why SP slowly creeping up as they realise Amazon dont own any spectrum in EU and would need to partner with someone
Wherever they decide to offer branded mobile, they need a network operator to host the service. Fingers crossed VOD hosts the UK/ EU. That could be huge volume and revenues..
Android , exact point the 5 yr chart is sloping down , so only expect it to go on trending down .probably will carry on falling .
BUZZ – T – Mobile, AT&T, Verizon fall as Amazon to offer low – priced mobile services
14:09
* Shares of the largest U.S. telecom firms fall premarket, with T-Mobile US Inc dropping 6.8%, AT&T down 6% and Verizon Communications sliding 5.5%
* A Bloomberg report said Amazon.com Inc has been in talks with wireless carriers VZ, TMUS and Dish Network Corp to offer low-cost mobile services in the U.S.
* The service would allow Amazon Prime members wireless plans for $10 a month or possibly for free and bolster loyalty among its biggest spending customers - BBG report
* Dish Network Corp shares jump 7.8%
* WSJ previously reported Dish was in talks to sell its wireless plans through Amazon.com, which would open up a large sales channel for the company
That job data looks somewhat suspicious and a potential fudge to meet the FED agenda ...
"nobody was expecting a print above 252K"
and the figure comes out at " a whopping 339K jobs, almost double the median estimate and well above the highest forecast"
and yet the Household survey showed a drop of 310K jobs and an increase in unemployed from 3.4% to 3.7%
It’s because the fed will almost certainly push up rates now, making the cost of global debt higher along with fx movement and credit tightening.
The End is close when posting Billions in Profit! get a Grip of yourself. plenty of Jobs out there, you do not have to belong to the muppet show forever bud!
Clear that behind the scenes big players are dumping this junk hence flooding with sells.
No end in sight for thisto bottom out. Vodafone is history. Too much debt in a competitive market they are losing ground to fast.
Falls this fast are common when the end close.
Yep.....that's the news!
But baffling re share price action. Won't it add to demand? And it is up to the providers to decide what price they may wish to sell to Amazon at?
Also, Amazon can just gobble up Vodafone for Europe and Africa!
That was there fairly early this morning and we were green after that for a few hours, Graphs show 3m volume on the spike down