Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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21st Oct
Champion WM2020 99p
Faicj 102.15p
Vodger 113.1p
Robleo 97p
Newsid 96.5p
Tradevol 103.2p
Exil 100.5p
Fredrubble 103.69p
Doyen Dan 105.3p
Sotonspike 105.6p
Roofer 98p
Closing Sp 98.57p
We look forward to speech from WM2020 ...well done
Accolade and goes to WM2020 well done and welcome to the podium
Vod closing SP 98.57p ( source iweb )
Full list will follow
For clarifications stake, The Qatar Investment Authority (QIA) is in talks to acquire a minority stake in Vodafone Egypt.
This would see QIA, the emirate’s sovereign wealth fund, buy 20% of the operator from national telco Telecom Egypt, Vodafone’s co-parent.
The good news here is that QIA are big players with assets worth in excess of $450bn. They have stakes in Volkswagen, Barclays and Heathrow Airport. Bloomberg reports that the country is looking to diversify its portfolio so it will be good to have them on board.
Should we just conclude that no one is buying from Vodafone???
Exactly qia is not buying from Vodafone
But Vodacom is
Is that hard?
Vodafone is selling to vodacom not Qia.
Reading is perhaps hard nowadays as you just have to “believe” what the media says
they are buying from Telecom Egypt
Maybe learn to read properly?
they are not buying from vodafone.
The QIA has entered into discussions with state-run Telecom Egypt to acquire 20% of the latter’s 45% stake in Vodafone Egypt. Vodafone Group itself currently in the process of selling its 55% stake in Vodafone Egypt to Vodacom Group, with the deal being valued at roughly $2.7 billion
https://totaltele.com/qatari-sovereign-wealth-fund-mulls-taking-20-stake-in-vodafone-egypt/
I’ve spent today wading through the financials & best guesses on the internet as regards VOD & I agree with Slarti that it is doubtful that the dividend will be cut. What is in no doubt is that this is a cash cow & I expect that the stagnation in Germany will be offset by growth in Africa, which is fast becoming VOD’s best growth market. Anyway, signs of optimism I hope & GLAll.
Narcus, you work for Vodafone, what are the general thought there for the November results
Vodger, I agree. The days of burning capital are gone. Think nov 15 should confirm vod is a cash cow and will retain the div. But who knows what happens next. Gov in disarray. Maybe Vantage will bring some good cheer?
I can also see this drifting down to low 70s, thing is, is it even a good buy then?
Think the dividend days are long gone, with no capital appreciation in site??
Mole, I think the wholesale jv is commercially the right thing. I think it may lead to margin % dilution if the roll out is succesful but will drive material revenue growth and materially increase absolute cash (fcf) with well controlled capital investment. Focus is 80% on the existing footprint so I dont expect expensive access costs
Dont know why everyone is particularly negative today although we are in the Halloween season imho
Robina, i totally agree with you mate the share situation is dire, please forgive me i was having a funny dream, but i have woken up again now lol
Very wise Mikey, we've all been taken for mugs by Reid, total failure, even Cevian have sneaked out the back door after their fanfare arrival, nothing more than BS to create noise and get out they have given up on Reid too.
Total waste of tme, switch off and hope for a 1.100 takeover in a tears time,
goodbye and good luck
And they are doing it all again, but trying the debt by stealth tactic this time, like setting up a JV to raise 5bn debt.
Ask yourself, why not pay for the German fibre install from just 6 months of supposed FCF and have 100% ownership of it?
More smoke and mirrors than a fairground here as management and stockholders try to release as much as they can to themselves before the tap is turned off. Just don’t be the one left holding the bag when the music stops.
Think I'd be back in at 0.71 Robina, it might get there if the earnings report due soon is unfavourable & or if the dividend is reduced. I seem to remember having these very same conversations about VOD in 2019 when it last rebased the annual dividend "to mend its balance sheet". Only they didn't mend the balance sheet they just borrowed more to add to the debt pile. The SP was around 1.60 when they reduced in 2019 so all in all I'm starting to think Mikey has a point in harping on about the CEO going.
What chart are you looking at robleo?
Falling 10p/month. So could go past my long-feared 91p by Halloween.
Can even imagine 71p now.
Different area but look what's happened to the LLOY sp over time. Now around 40p ---- 40 fing p?! just ridiculous (like the LLOY thread). I remember selling them at 450p decades ago.
todays price action ?
Can't wait for it to reach £1.40 so i can talk it up to £2 let's hope this Has reached a turning point, as it's well overdue
Can't wait for it to reach 1.10, so I can talk it back down to £1. Whatever turns you on?! Sack Nick. Sack Nick?
I would add more, but unfortunately no funds. Well done to those that have added at this supercheap price.
added more me too super cheap