Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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The flip side is that the capability should hopefully provide some reassurance to the CMA that the Vodafone/3 merger still leaves consumer/businesses with options that they may not have had even a few years ago and that consolidation is no bad thing.
"Don't get me wrong, Starlink is a great niche product but can we please stop pretending it can scale to compete with Telecoms. If technology existed that allowed the scale necessary, don't you think Telecoms would be deploying it right now instead of spending billions on 5g and fibre."
Low Earth Orbit satellites look more than capable of grabbing market share in areas such as IoT etc. In mature markets where the telcos have tight margins and are starved of growth opportunities that they can monetise, it's competition, that seems to be improving leaps and bounds year on year, they could do without.
It maintained high speed link with Starship travelling at Mach 25 too, beaming down first ever re-entry images. Just incredible really.
Thanks-I do admire Starlink though and it must get used when required in inaccessible terrain so perhaps could be selective for national parks or low population areas so preserving nature. Link with EE seems a good idea to me in order to utilise new tech as it comes out in affordable way.
For a communications company, Vodafone is remarkably bad at communication!
"The number of customers of Starlink worldwide has reached 2.6 million as of March 2024."
"Vodafone is the third-largest mobile network operator in the United Kingdom, with 18.5 million subscribers as of February 2024"
Don't get me wrong, Starlink is a great niche product but can we please stop pretending it can scale to compete with Telecoms. If technology existed that allowed the scale necessary, don't you think Telecoms would be deploying it right now instead of spending billions on 5g and fibre.
Why not do a deal here and have no infrastructure on the ground.
I think the merger will go through but I didn't think it would ever go through after a light touch Phase 1 investigation. It clearly raises competition concerns that will need to be addressed.
The CMA is just another failing institution in the UK. It waived through Tesco buying Booker, despite the warnings about the power this would give Tesco to do over independent retailers, now it wants to look more closely at Vodafone/3 merger. Yes it might reduce competition and increase prices for consumers in the short term, but where do the CMA think the massive investment required for new telecoms infrastructure will come from? Vodafone are certainly not making excess profits so they don't have the money to invest. Do the CMA expect the taxpayer to foot the bill? Don't make me laugh please. The only people who are going to pay are telecoms customers, that inevitably means higher prices, and if the UK wants modern telecoms infrastructure consumers will end up paying less for it with a bigger player like a merged Vodafone/3 than if the existing telecoms firms have to do it all individually.
https://www.theguardian.com/business/2024/mar/22/tesco-accused-of-using-cash-and-carry-arm-booker-to-squeeze-village-stores-out-of-business
I would be very careful believing anything IC says (especially ST). I have been badly bitten in the days when I subscribed to it. .
I personally have zero experience of this, but nice rise on the back of CMA announcement. Not sure if 5 day period to respond means its tentatively approved with some caveats or absolutely going to phase 2 but it looks like market likes it. Lets just hope it can weather US open in the afternoon.
Would be interesting from anyone here who is familiar with how CMA works to give their view on the announcement.
I am optimistic about the future
" Vodafone will invest $1.5 billion over the next 10 years"
needs more information as to what the ROI is,and when will it become cash generative rather than mere investment
One of the reasons why the DIV has to now come from earnings ...so as to provide cash for investment
12.34 is the time of our UT, so need to look at the moment post then to see, and it actually finished up from that point slightly.
I think the deal being referred to Phase 2 was pretty much guaranteed.
https://www.gov.uk/government/news/vodafone-three-deal-could-leave-consumers-and-businesses-worse-off
I guess it's no surprise, but didn't pass phase 1, will have to 1st week of April to offer remedies or will move to phase 2 investigation.
I must admit I only recently bought in VOD on BO rumours but looking closer at their strategy is very interesting. The senior management has a lot of sleepless nights in front of them. It's very ambitious and complex to implement. I hope they pull it off!
Sorry I didn't know links were not allowed here. Look for Dan Jones' piece in The Investors Chronicle
Bug
''Price falling on the Nasdaq, looks like a bad day tomorrow….again.''
the after hours closing price equates to over 68p
Who knows when the announcement will happen or the finer details. To me I just like that Vodafone have this mentality. They have this kind of vision. And they aren’t going to be a stuck in their ways traditional company going obsolete with the times.
Engineer, kev;
thanks for the prompt replies.
So I take it that Msft and Vod will own a percentage of the said company and shareholders will benefit via holdings in Msft or Vod or both.
As opposed to a spinoff where shareholders own and benefit based on a certain percentage of shares owned in Msft or Vod.
The announcement which I am aware of is, imo, a bit vague.
LeLionetleRat. Very good analysis.
"- Vodafone will now try to buck the trend: at the risk of underlining a classic sunk cost fallacy, those who haven’t already crystallised losses might feel they may as well cling on and see how the next big turnaround fares. - "
“What does this mean? As a separate company or spinoff? Separate for reporting purposes? Will Vod holders get shares in this split out?
Please clarify.”
As below:
https://www.rcrwireless.com/20240116/internet-of-things-4/vodafone-to-spin-off-iot-unit-in-2024-with-major-microsoft-cloud-tie-up/amp
Hey ProfessorBananas, it means Vodafone has noted previously that it will create a whole new company for its Internet of Things operations. Which is a very key technology that can be a big source of growth. It’ll be a stakeholder of the newly formed company. There are predictions that this could be announced in April 2024.
I have been reading and listening to Vodafone’s people for a while now. And I am super excited for the transition that Vodafone is going through. Everyone is focused on the merger and the sell offs…. But nobody is talking about the incredible services they are providing for B2B customers, and their ramp up of in-house software engineers for their IoT, OpenRAN 5G, they are decentralising telecoms and creating a whole new era for the industry. As well as working with generative AI, Quantum computing, cloud computing technologies, etc I am happy that they are tackling the modern era head on and it’s only a matter of time before it all starts to pay off for Vodafone Group.