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Idiots ruining the asylum Mikey et Al
Divi in 10 days time looking where to invest proceeds
If you don’t like the shares - sell and go elsewhere
Only losers hang around what they don’t like
You cant make sense of my comment that has a quote from a comment you made - blimey your memory is going .
ftseexplorer. Don't forget to get your inane sp prediction in? Is that droll enough for you? Just a bit a bit of fun mate?
mole. I think you made a typo. aco then the c word, followed by an s. Not all accountants are ****s, by the way?
*Latest Accounts. Don't know what the stars were.
Payout too much cash they don't have in divs and buybacks. Have too much debt because of it. Simple.
The latest aco****s show the TSR is just 2% per annum last 10 years. You can get 3% on a 10yr treasury. Why risk the capital, is what the big money will be thinking, so the SP remains beached, since 1998.
Hello rob, good answer mate, I however, have been invested in vod for 20+ years? O.K. more fool me? But I think we should all agree on one thing, patience is what we need if you hold vod shares, otherwise sell. Have a good week.
I don't know the answers Dan, but i can understand why those who have been invested here for 5 years or more, are understandably running out of patience with the Vodafone management, so i will have to leave it to someone with more knowledge of this industry than myself to answer those questions
cheers
Mikey, I can't make any sense of your comment, & my post wasn't to you anyway. But I think the sex pistols version was much better than yours. Good luck mate, you need it! Why don't you sell your one share? (count the pennies).
ftseexplorer. Hello. No I haven't forgotten that conversation. Nick Read, with the support of the activists & the Arab support has obviously been trying to merge interests with other companies as they have suggested, & they also stated they support him. I don't know where you get this idea that they are investing in vod, just to sell it off? If they are, & vod can sell vod in its various parts, for more than the current sp, then I would be very happy, but that is not what they have said. But if you believe vod will be sold off for more that the current sp, fill your boots, & wait for pay day. Who is going to buy vod? An answer would be good. Sorry about the inane Friday close predictions, a bit below you perhaps? Some on here like.
Wow Dan
“The vod share price is control'd by negative comments such as comparing it to a beached wale. The only way the vod sp will go up, is if investors stop reading all this negative nonsense”
Any you say other people on here talk rubbish . Haha you carry on believing . God save our gracious Read - long live our noble Read - god save our Read - altogether now !!!
Sorry rob, & no disrespect, but that is not news, it is history. I have already read it. Nick Read does not control the share price. The vod share price is control'd by negative comments such as comparing it to a beached wale. The only way the vod sp will go up, is if investors stop reading all this negative nonsense. Germany has big problems with regulation changes, & course they have more of a problem with Russia & energy prices than we do. Also as fleccy would argue, a beached wale, non moving share price, with a high divi yield, may still be a good investment. All I ask, is, if don't understand why vod is underperforming, please don't just come come up the usual nonsense, of sack Nick Read, It is a little bit more complicated than that rob, believe me. Good luck mate.
Dan, Very droll...magic wand (you're a comedian) but perhaps you can give some analytics and say how long you think you should pay one of the most highly rewarded CEO's in the FTSE100? n my book 4 years of share price declines is enough. Regarding the sum of the parts conversation, there was a very good thread a couple of months ago where it was generally well argued that the sum of the parts is significantly more than the current price. Why else would you think we've seen 2+ major investments from activist shareholders.
You'd be forgiven for forgetting that conversation - it was the one constructive one that took place on this board amongst the 30-40 pages of inane Friday close predictions!
“ and we continue to actively pursue opportunities with Vantage Towers and to strengthen our market positions in Europe."
Lost track of how many quarterly and yearly updates he has been saying this . Guess what - nothing !!!!!
Dan, this might help to explain
https://uk.finance.yahoo.com/news/ftse-100-vodafone-shares-uk-price-rises-sales-103636117.html
ftseexplorer. You say the company needs to be broken up & the parts sold. So who is going to buy the parts, & for how much? Unless you can answer that, I don't get the point of your comment. Why do you think the parts can be sold for more than the market cap value? You say, 3 months ago Germany was growing, but now it's declining. Could that be due to the Russian war perhaps? You could always just blame it all Nick Read I suppose? I think he has asked for a magic wand for Christmas this year?!
Beached whale pretty much sums it up - no-one can say I have been impatient as I've held for over 10 years but Nick Read's deal making has been far from impressive and it fundamental that we need to merge and cut overheads.
This company needs to be broken up and the parts sold off IMO,as management constantly come up with some reason why the company has under-performed...a sign that the beast is too unwieldy.
The results throw up some very concerning figures if you compare some of the KPIs for FY 22 to Q1/23 - the Germany trend is worrisome.. only 3 months ago Germany was growing at 1.1% and is now declining by 0.5% but other KPI's get hidden by the comparison to the like for like quarter when it should look at quarter on quarter.
For example MPesa users have dropped from 52.4m users at year end to 49.7m now which is >5% drop!
African data user have dropped by 1.9m to 88m. I know Europe is the biggest market but if we can't show better growth that this when they've just put up prices by 9.3% then its clear their cost base is out of control!
Love your optimism Mikey
Looks like the decline has started .
Dont worry it will probably start drifting down now closer to america open
The loss of customers in Germany resulting in a 0.5% decline in service revenue over there after a new law ended automatic renewals is a concern. The German VOD IT system underperforming which must have resulted in a loss of some of these customers shouldn't have occurred & it just shows how much VOD still has to learn.
Was expecting a bit of volatility on earnings day but suppose it didn't tank....133 and I'm out...nice August dividend on it's way...tend to agree with this analyst
Vodafone’s share price continues to have all the vitality of a beached whale, having struggled to make any meaningful progress for more than a decade," said Russ Mould, investment director at AJ Bell.
Was expecting worse, so some slight relief there
Results aren’t great yet share price is holding
Just goes to show how selling here has dried up
Question is is there buyers?
Well if its like any other vodafone updates we are downwards from here . AGM tomorrow