Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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'big growth potential'
Yes, some growth numbers in the FY.
Africa and Turkey are 23% of the group
South Africa service revenue +2.6%, EBITDAal +1.7%
Egypt service revenue +21.1% EBITDAal +10.2%
Turkey service revenue +47.6% EBITDAal +49.8%
Internationals service revenue +5.3% EBITDAal +1.5%
UK is 9% of the group..service revenue +5.6%, EBITDAal ex energy +4.1%
Other Europe is 11% of the group..service revenue+2.8%, EBITDAal +4.7%
Plenty of growth to work with and Germany 36% of group, scale action plan in flight to restore service revenue and flows through to EBITDAal.
Simple!
Iggypop. Both. But I hope I can.
Most of the posters on here need to go to an adult learning centre, thick, they don’t seem to know the difference between their there and they’re. That lack of intelligence is probably why they keep buying this dogshxt in the belief that the generous dividend is safe and the share price will recover. Haha, every support level with this has been breached over three years, the only trend for this is down, .64p by Dec. I guarantee you the dividend will be suspended or drastically cut as bondholders demand it as the debt is so high and net cash is vaporising. Watch this space you dipstick losers. Short it on IG.
"What is the rationale of holding vodacom? Its best to sell it off at a premium and reduce the debt or merge with etisalat in africa."
Didn't you suggest the same in February? I don't understand why you'd want Vodafone to sell off a business with big growth potential. India appears to be a write off, so Vodafone need Africa to bulk up their growth portfolio; If someone came along with a ridiculously high offer, I might take a different view, but it would have to be massively higher than the Book Price. As far as a Vodacom merger with Etisalat Africa, much would depend on the terms of the merger. Obviously things are happening in the background between Etisalat and Vodafone, time will tell how this may develop.
Https://www.ft.com/content/c044ab24-da61-4c9d-ac77-1b8d3af97441
23 March Deutsche Bank 185 if only.
Check out the last question of the analyst in the Q&A? a very weak answer by the ceo.
Aspers, I've been sitting back waiting for 10 years....
What is the rationale of holding vodacom? Its best to sell it off at a premium and reduce the debt or merge with etisalat in africa.
When will people see that it is the lack of any plan for growth that is the point here. Vodafone still have massive debts to service, the main market Germany is suffering & parts of the group are being sold off hence exacerbating the lack of future growth prospects. The BOD have a tough job here and a major worry is that they had to recruit from within again, no one else of any calibre seemingly wanted the job and who can blame them.
" A beakup and sell off the assets is what market expects "
depends what you get offered for them....and at present the market is weak in terms of looking for any decent valuations .. a buyers market, not a sellers market ...
Lets see if she sells of italy, spain and gets merger with three. From the Q&A her answers were weak.
A beakup and sell off the assets is what market expects.
'There are 131 countries'
VOD network signaling is to over 190 countries, fixed terrestrial, submarine and wireless
There are 131 countries with 'external debt' at less than what vod has in borrowings in the fundamentals page on here.
Lets keep this simple……
Will VOD SP fall…………possibly
Will VOD SP rise…………definitely
Will VOD provide a good dividend return……….definitely
Will VOD be a good investment from these levels…….definitely
Buy now, sit back, relax and come back next year.
The market now will leave the CEO to get on with it .....the focus short term is more on the US Debt ceiling nonsense and the next decisions from the Central Banks ....the Eurozone economy, China ,US is actually more of a concern than the CEO plan...which everyone knows is going to take a while to show any real progress on the bottom line anyway
Incoming merger, cost-cutting plan in place, stable revenues, a (seemingly) serious agenda to improve performance, falling debt, stable dividend, assets to sell, cheap share price.
I'm in no rush on these, so I've just bought a few more at 83p. I'll happily sit and wait on them, hopefully picking up dividends and a favourable capital gain in the process. I'm largely banking on the dividend remaining stable(ish), so time will tell if I'm right or not.
Its crazy. In only a few weeks the statutory authorities have to sign off on a 'true and fair view' and in particular, that net assets/ equity = the lower of cost and net realisable value. Yet here we are down in the low €20Bns.
I can imagine the directors signing off based on the deals they have been discussing for the sum of the parts. I can imagine the auditors signing off based on the evidence, Vantage being case in point.
But the market doesnt get it. No regulator, no assets, no service. Maybe Canning Fok over at 3 can push UK over the line or else, MDV gets a share of 10m subscribers as 3 exits the market. MDV also showing UK below the WACC even with its recent performance
Decided to buy back the ones I sold over the last few days at 84p this morning and hold for the dividend -
gla dyor etc
31/03/2022: total equity was 57b
31/03/2023: total equity is 64.4b
Total equity is: assets minus total liabilities
Layoffs are positive. If you work hard you will prosper. Why is should you get a job for life, every time you want a pay rise just strike while getting lazier and lazier?
Here is what our local Newbury MP wrote yesterday. It tells me how out of touch UK managers are - 1) It's not going to happen to us 2) It's 3 years away, well IMHO MDV isn't going to wait 3 years
----
I am posting this for anyone who works at Vodafone in light of today’s news announcement, which has understandably received considerable media coverage.
I have spoken a number of times to senior management at Vodafone during the day. They told me that although job losses have been announced at a global level, these are likely to take place over a three-year period and are split between the Group aspect of the business (which is not located in Newbury) and Europe more widely.
They drew my attention to the fact that the UK business has delivered the strongest revenue performance throughout the whole of Europe and although they cannot say for certain what this means, they do think that the focus for job losses will be on other geographical areas.
Vodafone have promised to keep me regularly updated with any information as they have it and I will update here and on my LinkedIn page (https://www.linkedin.com/in/laura-farris-mp/) and anyone affected is welcome to come and have a surgery appointment so that I can relay any concerns to the top.
E& have to be at least 30p per share down on their 4 billion shares, so we’re in good company. Anyone buying in the 80s of late ought to do pretty well. Next 6-12 months require patience.
MARYBR190 RE: I am sure the price will be above £1 in the next 10 years,
don't be so mean :-( I'm getting older you know, can't wait for ever lol get your point though
Crazy day. I topped up at 85p the last time Vod was in the 80s and sold that tranche for about 97p, while keeping my main holding. Bought some more today at 83p.
Is that a good move? I really don’t know anymore. But as Warren Buffett once said in his annual letter to Berkshire Hathaway shareholders:
“Fk it, let’s have some banter”
(That’s a joke, DYOR).