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New CEO could sell everything south, invest enterprise/ business everything north in the recovery, pay down debt, maintain dividend...
Market likes the rns
"bt cut dividend to restore the debt load. I also think new ceo should sell of holdings in Australia, Spain, Italy, Ghana and even sell down some shares in vodacom."
Why Vodacom? And why would they sell any assets with the markets current treatment of Telecom assets in general?
Quick question guy's, as a fairly new investor does the amount of dividend depend on how many days you've held the share. If not surely everybody would flit from share to share around ex div dates ?
bt cut dividend to restore the debt load. I also think new ceo should sell of holdings in Australia, Spain, Italy, Ghana and even sell down some shares in vodacom.
"Agree, this is sub 80p when dividend news drops...
Probably a decent 5 year hold."
I don't disagree about the possibility of the dividend being completely dropped, but that doesn't necessarily mean the share price will drop below 80p as a result. The way stocks have been behaving, over the last 10 years, suggests dividends make very little difference to valuations these days. Some income investment funds could dump the stock, but other players could step in to hold the price.
Don’t expect a new CEO to deliver big SP gains anytime soon. Vod’s strategy to simplify its structure by selling or merging assets takes time unless you sell on the cheap, which to be fair to Nick Read he wasn’t prepared to do. He rejected the undervalued Iliad offer for the Italian assets and apparently has been hard nosed in his dealings with Three UK (Hutchison). On top of simplifying it’s structure comes the issue of debt and the only quick way to do that is to reduce the dividend. Nick Read did this shortly after becoming CEO so expect the new permanent CEO to do the same. Consequently, I don’t see the departure of Nick Read as good news for those, like me, who have primarily invested in avid for income.
Well Mikey you now have your wish & I for one expect you as an ex VOD employee to be applying for the current vacancy. Only then will the SP rise to where we all hope.
Agree, this is sub 80p when dividend news drops...
Probably a decent 5 year hold.
maybe complete dividend cut for few years to restore balance sheet
"i expect the new ceo to cut dividend???"
That's a possibility, but Margherita Della Valle will only be the interim CEO. There's also a possibility that someone's already lined up to step in but isn't yet available due to their current role, hence an interim CEO appointed in the meantime.
It would be sensible to do so mehmehmeh. My view would be a cut to say 5c - 6c which, on a yield of say 6%, might imply share price bottoming out at around 70 - 75p. Just a view (I am invested north of 120p)
Well you guys have been granted your wish......... it's like a revolving door at the Top of Vod, maybe Kwasi will take over and boost the dividend?
finally some good news
i expect the new ceo to cut dividend???
Agree.. Since becoming CEO, SP has gone from 160p to circa 91p. Good news and hope the CFO is successful with shareholder returns..
Guess he still gets a big payout to leave and a decent pension for doing a bad job.. Go figure.
What are we expecting with the sp today? Obviously this is good news but you know how the market to bash companies like vod
She's going to deliver share holder value. That's what she says. Let's hope so.
Get a tech expert in. Not another bean counter. Bye bye Read, and good riddance.
Don't soil this doorstep again.
Good riddance.
93.05
94.6 for me please
GLA
sotonspike. I think you should be on the inwards & outwards if you have been on the sauce? Lucky you? Are we heading for a santa rally? Coming down the chimney? Lets hope so.
93p for me.
GLA
"I believe". Fleccy believes, Happy Christmas. Rob, just forget about the scrooges, Bah humbug! Things can only get worse, sorry I mean better? ka sera sera.
Dan, there's some very low predictions here i can't look anymore, just Wisper the results to me next week
such negative people lol