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Of all the disposals VOD could do, selling the 80% left of towers is the worst. Once gone it does not absolve them of any responsibility really as they swap managing the separate unit for managing and paying to rent space on a tower network.
If Towers is the item that goes, it will be an enormous red flag of what’s really going on internally.
Morning - lovely start to the week as usual - FTSE up , vodafone trys and then drops down - what a surprise .
I was looking at vod US today to judge my potential investment and it finished positive and then up further 1.2% after hours
Yes getting £13 or £14 billion is big money
But UAE bought into this at £1.30 to make money and I’m guessing it wasn’t just a spur of the moment investment but one that took a lot of due diligence
'opportunity that bigger players had knowledge or influence on how all this would / could play out ?'
My thought is UAE want the brand, and that could be the partner markets model. Cevian want a simpler operating model, so that means disposals . Disposal of all VODs share of vantage or only part will be telling imo
So, I’m looking at vod. UAE bought 9% of the company a few months back at I believe £1.30 a share and cevian bought from around £1.10 to around £1.30 ?
There’s also a bidding war over towers business going on that jumped the sp when leaked
So, I guess my question is, is this looking like an opportunity that bigger players had knowledge or influence on how all this would / could play out ?
On my watch list for now - as follow the money is an interesting thought
I did work out recently, if you bought on IPO day in 1995 and held, you made compound total returns of 4.5% pa. This includes divs. Better than a kick in the teeth as my dad would say.
been regretting it ever since?
Bought my 1st as an employee in 1996
Ill go with 107 been wrong in predicting rise so will instead predict a fall. Reverse psychology
110 for me please, thanks roofer
Fridays Closing SP
Danielh 112.5p
CSDI 1962 111.1p
FredRubble 106.69p
Roofer 109p
So far
No Country for Old Men ....another great film
There is Dan, I have an uncle who brought these in the early 80’s I think when they were a subsidiary of Racal who were an electronics company. Racal I think used to provide comms for the Police, fire etc before out friends across La Manche snapped it up.
My uncle still has his shares & he often tells me he brought them for 1p, yes one penny. I don’t know if that bit is true but it won’t be far off & he has thousands of them.
There’s always someone better off than you! Or is that worse off, anyway positive thoughts today team.
Cheers rob, but there has to be someone who has been invested longer than me? 25 years?
Hi Soton, yes if only, unfortunately we can't win them all, all of the time as they say, but at least the dividend is covering the brokers holding fees and more, so take advantage of the dividends and wait it out seems to be the general advice, the world is in a bit of a mess at the moment, so possibly things will get worse before they can get better, let's hope we don't have to wait too long
Feel your pain Rob....well think we all do with hindsight would have put my money else where but hold on sure it will come good talk of a merger a while back and now the Vantage tower bid onwards and upwards as for my best investment has to be Aviva and GLO.....
Perhaps i should also give my own opinion on Vodafone, which are pretty neutral, it's not been one of my best investments nor has it been my worst, but i do feel it can improve otherwise i would have sold up a long time ago, so still hopeful that i can get a profitable return for my money
As a starter, sp will be much higher in 6 months imo.
Interest rate rises washed through
Asset/ business sales done _ Vantage, Egypt, Hungary, maybe uk jv or sale
Inflation indexed price increases executed
Macro trade in goods according to FedEx is weak in asia but service revenues locked in contracts and growing in europe etc
Dividends look safe in the short term with so many positive options
Thank you, Gary and others, for your wise words, hopefully this topic will be of some use to others as well
There are a lot of very experienced investors on these boards, and by asking questions you can get the benefit of their experience
Back to Vodafone, obviously we have all invested here with the hope of making a profit here, where do you all see this in say 6 months' time, don't know anyone who's been invested here longer than Dan, who is very positive, but also i think a realist, possibly most optimistic with a long-term view is Fleccy, and off the top of my head cheapsharesboy and many others, but would also be good to get constructive negative views, I'm sure there's plenty of them as well, Moleman for one is pretty good at giving us a reality check
cheers all
Thanks all. Dont forget, HMRC ultimately get a % as tax.
If you have £100k in your pot and draw it down in one go, you could pay 40% or 55% tax. So, if you are feeling glum about VOD SP performance, which do you prefer? Pay £50k to HMRC or sit on £50k paper losses until you actually need to drawdown...aimo
Apologies I should also have added that yes you need money on deposit that you can get to easily & with interest rates approaching 4% this is a decent hedge if inflation does come down. Oh & I forgot I do have some individual shares now in 5 housebuilders as I see some long term profit there, in fact I see some very good profits there in a few years in that sector. GLAll.
Wise words from Vodger & from Rob as usual.
Although now retired but two years away from state pension I am receipt of an occupational pension & yearly dividends from my limited company which is still going. I was lucky enough to attend a “pre-retirement course” some years ago and the best advice given there was to try to allow for inflation, common sense really. Diversify your investments cos if you lose it all as a retiree you are stumped & try to invest with dividends received allowing for the dreaded ‘I’ word. Easier said than done in todays day & age though but I’m confident inflation will get better soon.
So far I’ve managed well with most of my dosh now in funds, I’ve sold out of individual stocks but am itching to have a play with VOD again, hence why I read the wise words here.
Vodger, a perfect analysis and also very good advice on dealing with the current situation, fully agree and that's exactly what i am aiming to do
Thank you
What is this moron going on about now ? O.K. So I do **** myself sometimes? ( with laughter at Mikey's crazy posts )?! Who wouldn't?? 1.12.5 for me please.
Congrats to Fred again - multi-gold medal winner !
And another silver medal to my growing collection.
'Time for a bit of stability this week me thinks - so I'll stick with all the ones please - 111.1 for 23/9
Cheers - C