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Archy 147 - In your haste you've unwittingly stumbled into a WEEKLY forecasting thread. You compare my weekly offerings against 25 year lows. Pointless post by you.
Clearly you are a superior investor so why not join us in the weekly competition? Then all you have to do is just beat me every week as it's clear you will win every single week anyway. Should be easy for you.
But will you accept the challenge or stay on the sidelines channelling your inner Homer Simpson?
""Hope this helps " :)
So the Hungarian operating has been sold.. Fair price? €1.7bn
I wonder if any of this is being driven by Cevian Capitals, Christer Gardell ? Selling some operations was on their tick list to boost the companies SP.
* or dry January :-(
'Why is BT keep rising and vod stagnant?'
Maybe VOD € exposure?
I guess some will see this RNS sale as a drop in revenue and bad for the business.
Why is BT keep rising and vod stagnant?
Velo if your spreadsheet saw VOD recovering a meagre 5% from a 25 year low as being an exceptionally unlikely event then either:
A) your screen was inverted,or
B) you don't have a scooby how to model sp movements and should either give up or pay for an excel modelling training course
I hope this helps! :)
What a strange shareprice Vodafone is - sale of Hungarian arm confirmed with money been used to pay down debt and down the shareprice goes . Seems nothing Vodafone does is going to please the market .
January Sales , will it rise the SP
https://www.lse.co.uk/rns/VOD/sale-of-vodafone-hungary-36ni3r27su0wr7k.html
Hi Roofer and Happy New Year to you.
Well, what a change in circumstances! Come back and what do I find with the SP? Only the possibility that the floor may be in.
I found the SP stood in a corner, with it’s head bowed looking non-plussed as some fair-haired guy with a ****ney accent, rails at the SP with:
- What the hell happened? You were only supposed to blow the blaady doors off !!!”
And that’s exactly what happened to the SP whilst I’ve been away. Not only did I lose the comp, the SP stormed through my spreadsheet all the way up to the exceptional circumstances level and at the very last upper-level digit - plonked itself there - way, way up, where I wasn’t looking.
Has a CEO been appointed?
Did the BOD find a hoard of cash behind the sofa in Reid’s office, enough to pay off all the net debts?
My portfolio did very well indeed last week, all the ****e in it shone like brightly polished turds - loadsamoney! :)
Suddenly I wanna keep them. Cusp of a new bull market?
2 of VOD’s short term trends have turned bullish too! It’s all happening for VOD.
Just seeing if the Intermediate trend turns bullish too, because if it does - that’s it! I’ll be all in. Hard to lose once the Intermediate trend converts to bullish. Looking like a few more weeks yet for it.
So I’m thinking 92 or/but maybe 93. Hmm. . .
Dangerous as could be a false positive without that Intermediate trend on side.
Think I’ll compromise and again avoid the top tier - lightening can’t strike twice can it?
So back down to the middle it is. Yes. Decided. 92.5p please Roofer.
PS. Top tier for this week is giving off 97/98 area.
————-
Nope. Stop it! 92.5 please Roofer. Defo. Yep.
Decided.
No more dithering.
Quick before I change my mind - 92.5 please!
. . Or maybe . . . hmmm
93p
13th Jan closing Sp
Grezzz 89.13p
MaryB 101p
Owl11 93p
Waygoose 92p
BushyT 93.27p
SlartiB 93.1p
BT…My take is a high close of 7794 by March 2023, then a 25-28 p/cent crash from April……
Yep my mistake...School boy error didn't bother to scroll the chart or change the session length. Not far off mind, wonder if we'll get a new high?
No. 7877.45 in May 2018. (I think)….
Might have passed a few people by but the FTSE 100 recorded it's highest ever price on Friday.
93.1p for me please
Happy new year all
https://www.youtube.com/watch?v=xpAvcGcEc0k&t=22s
good to see a positive article and hopefully more on the way
One of the reasons for regulation is to encourage innovation rather than cost cutting beyond those costs supporting an efficient market. Hutch probably doing the same as VOD in India and threatening to walk away. If the merger is waived through, I guess blocks of spectrum will be reallocated across the industry as a remedy and puts the industry/ market firmly on the hook for innovation and realising incremental profits from product development etc. That could be more of the same and a fudge if no innovation hence why the new CEO profile could indicate industry strategy vs VOD strategy. If he or she fires the starting gun for industrial IOT etc and has the business network to bring it, then we might see the SP rocketing with a few big deals whilst selling/ exiting a few non core assets.
Governments must want some big deals to drive confidence and projections of gdp etc?
"UK must be carrying $5 or $6Bn loans and the market saturated hence the merger with VOD UK."
I've got a substantial amount of savings invested in Vodafone shares, but I honestly couldn't see OFCOM, or the CMA, allowing a merger between Three and Vodafone UK; Such a merger couldn't be compared to BT taking over EE, or the VM O2 merger, since both those cases were fixed line merging with mobile, whereas a Vodafone/Three merger would combine the third and fourth largest UK mobile providers. If the merger is waved through, it'll have to be justified on a business viability basis, in the absence of any other options.
93.27 for me please Bob
Fleccy, thanks for all the research.
My understanding of the tax arguments revolve around where the economic value is, where the centre of management control is, where the service is provided and where the assets and operations are legally structured hence the debate over 'offshore and onshore' liability between different interest groups involved. I can understand the Government calling it a 'legal fiction' when the spectrum relates to assets located in india. Bilateral/ multilateral rules and retrospective arbitration can drag on 10 years whilst new issues are just landing. I think VOD is right to ring fence its position and lobby for the remedy.
Process similar to Hutch in the UK and the 3G price cap introduced shortly after Hutch made its 3G investment. The outcome was an appropriate remedy. 3 UK must be carrying $5 or $6Bn loans and the market saturated hence the merger with VOD UK.
Please put me down for 92p. I bought 10,000 more on Friday at 88.79, I think this will be over 1 pound in a few weeks.
93p
will counter Gutters with @ £1.01p