Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Mulder. If criminals are short selling vod when the sp is rising, as it has for the last 2 days,they are losing money,so not very good criminals are they? Perhaps you should ask Scully.
Ftse has steadily been rising all day and we have been steadily falling all day - at least we finished positive but pretty depressing really on the best Ftse day in a long time
So clear for all to see.
Similar to what Tiger hedge fund did with Tesco.
Is it actually going to finish positive or do it usual drop down to close - a shame on a good day on the ftse
Doyen Dan your wishes are granted...as long as Vod sp/dividends and i dont fall im happy with that ..but are sure its not Dan Tummler ? , your a top gent and may SP keep rising ..atb
Hi mole. I read the r.n.s.. I not sure why you think vod will take on more deb't though? They may do, but a differential leverage contribution at closing, doesn't mean that does it? I suspect it means as vod's deb't is probably more than Hutchinson's, it will remain so?
Gearing up to sell Spain
https://www.reuters.com/business/media-telecom/vodafone-hires-evercore-sell-stake-spains-fixed-network-cinco-dias-2022-10-04/
for this merger to proceed what do people think happens to the sp.
bargain at these prices.
The rns says no cash deal
Some valid points there fleccy.
"This for me makes it difficult to understand the 51% to 49% proposed split of the combined UK operations. Should be more like 75% to 25% imho, perhaps Vodafone’s cable networks are not part of the combination but if so why are Vodafone promoting the potential to speed up broadband rollout as a benefit of such a merger?"
Hard to know how the deal will be structured, but the number crunchers will work hard to ensure all the different parts are valued correctly. Vodafone also own, or partner, various subsea assets around the World, like Apollo in Cornwall, I assume these won't be part of the deal. Vodafone UK's assets are likely more numerous and valuable than Three UK's assets, so a deal might involve Hutchinson taking current debt onto their own books, or injecting cash into the new company to meet the valuation differences between the two entities.
"Virgin-O2 merge would be a better comparison"
Nope, Virgin Media was a cable operator and O2 a mobile company. The VMO2 combination is directly comparable to the BT/EE combination, the VOD/Three combination is a combination of mobile entities. Vodafone UK took over Cable and Wireless Worldwide around 2012/13, so the Vodafone UK company structure already mirrored the BT /EE structure, Vodafone UK merging with Three UK would be no different to BT/EE or VMO2 merging with Three UK.
Whilst both Vodafone and Three have millions of customers for their respective mobile networks only Vodafone has cable and fibre infrastructure, and very extensive it is too. This for me makes it difficult to understand the 51% to 49% proposed split of the combined UK operations. Should be more like 75% to 25% imho, perhaps Vodafone’s cable networks are not part of the combination but if so why are Vodafone promoting the potential to speed up broadband rollout as a benefit of such a merger???
Virgin-O2 merge would be a better comparison
This had a mention on CNBC this morning, with a suggestion that the BT takeover of EE will somehow persuade the regulators to look favorably on Vodafone UK/Three UK merger. There are big differences between the BT EE takeover and a Vodafone/Three merger. When BT took over EE, BT didn't have a mobile network, so it was a combination of different entities offering a different product, whereas a Vodafone/Three merger would be a combination of two mobile companies, the regulator would take a different view on that. I'm not saying the regulator definitely won't allow it, but there's no comparison with this situation and the BT/EE combination.
It's an extract from the RNS. To get 51% of the joint venture without paying out cash, they take on ownership of more of the debt than Hutchinson.
It's complex merger stuff I grant you.
Come on mole, stop talking in tongues, & explain what you mean? It obviously depends how much the joint venture is worth? I don't know how much, do you?
rob. He has called many things in his time, not sure about Overt though? More like O ############################! But I can take it? He can't bully me?
>>The relative ownership would be achieved through a differential leverage contribution at closing, and no cash consideration will be paid.
In other words, VOD get 51% by taking on more of the debt.
The contest is hotting up...Lovin it
Dan, you crawler, Mikey of course might call you Overt. lol
Hi Roofer. I had to look that one up, but I like it, Just call me Doyen Dan in future? Keep up the good work, because you know I look up to you?
Tesla down 8.5% Vod up 2.5%. Just saying.
JP Morgan warned about Tesla's overtly high valuation.
Exactly what I said already over the past year. Good job the analyst have also realised this.
Hi Dan, well i for one am very pleased to this this share rise today, as i said in a previous post, i would always prefer to see a share rising instead of dropping so let's hope it can continue, i have several shares all shouting out for a top up, such as directline that took a big drop recently due to inflation giving a current dividend yield of over 12%, what's holding me back is I'm not yet convinced any of the shares have reached their bottom yet, due to the current inflation and interest rate rises, plus the energy costs which haven't started to hit people's pockets yet, any deal that can increase vod's sp will be a good thing and well overdue, so come on vod keep it up