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Well I’m back
Why
Good price to book
Excellent growth in Broadband (surpassed BT) shows a strength to deliver
Phone contracts may not be the licence to print money of the past, however its solid profit
Yes tsla is down from when mentioned at some point. Did start mentioning it when it was around $450, so up. All about timing. And now is not the time to be looking at the current value of a holding and being pleased not to be losing too much today. The seeds of fantastic gains over the next decade are sown today. I am sure by 2030 tsla and many other interesting well run companies will be showing large gains over today’s price. VOD however will of found a way to not increase shareholder value and the sp will reflect the divs it had to pay out. Meanwhile €60+Bn of actual debt will still be a lot, inflation or not.
Let’s take stock in 2030. Which was better to hold from June 2022? VOD or TSLA.
PS, TSLA make so much cash they will need to start paying a div soon, and no debt.
As I write the SP is 126.39, so going up and down quite a bit today. £ is near to 1.20 dollars, and euro and dollar at near parity. Interesting.
Hows your eyesight Cheapsharesboy !!!!!!!
Have faith - here it goes :)
I disagree with you. Inflation will devalue the overall debt, just as someone who bought a house 20 years ago now has the mortgage amount much less of a burden, even if it was an interest-only mortgage. A 45bn debt with a 10% inflation will be worth 40.5bn next year, if no more debts are added to it. Deflation in telecoms will happen whatever, and inflation will sweeten the pill for all concerned, especially the established players.
Negative drippler Mikey is back.
So where is the fall???
You must be blind I think
Mole your Tesla buy rec is down 20% since you suggested it as better than VOD. Since then vod is up slightly. Goes to show…
I would suggest caution on believing point 5. Inflation will be inflating VOD's costs, but their product price will not keep up, pressuring margins. You can see the competition for contracts coming with bigger and bigger GB data deals for the same monthly price. Deflation in telelcoms will be the actual problem.
VOD's debt will remain just as big and problematic in an inflationary recessionary environment.
Difficult times ahead for business. Side with low/no debt companies with positive FCF.
Haha hope you enjoy the fall tomorrow - looks like they enjoy skiing in America as well - dont worry though - Read will save us !!!!!
Well not a bad day today, up, with the ftse down. Unless you have a negative obsession with America & only own 1 share. Shame about the pm fall though, but that's life? Snakes & ladders.
You missed many things:
1. E& took a 10% stake in VOD at 130p so under that price it's always a huge bargain (won't stay long below)
2. E& said what needed to be said which is "debt is cheaper than the dividend"
3. This point 2 might have finally triggered flow into good value high dividend share of VOD
4. There are deals expected from VOD to boost the business
5. Some people have realised inflation might possible be good for VOD as the debt dissipates faster than expected
6. All of the above means VOD is undervalued and should be bought (not sold )
7. Free float has been reduced so there are less sellers.
VOD will be a winner for the year within FTSE 100. Let's see, it is still early days.
Cheap
Hey Mikey i think the term is "God bless America"
Good old America hey Dan :)
Patient says ask me when it will reach 1.40. Well I don't know, I just hope, but a good day today so far, so who knows, I don't have a crystal ball, just a positive attitude. robleo is hoping for 1.40 in 2 weeks time, so that would do me.
Thank you Robina, this is one of those shares i just bought and forgot about, get my divi's and dont really bother to keep up with the latest news, my average here is in the 150's but not to bothered.
VOD doesn't really suffer from supply chain issues, it pays a good dividend and inflation reduces its debt.
long term VOD holder, can anyone quickly bullet point me why VOD is so bullish in against the recent drops? Have i missed something?
140 by end of the week perhaps?
Look the germans are always right - so 225.
You will need to ask danielh when he expects VOD to reach 140p ...
That's because most of the earnings are in euros and currencies other than the £, which has sunk just a little bit today on the back of poor GDP results.
Only share in portfolio that is up....another reason for diversification ..although many if my eggs are in this basket (case).....waiting for 140
Hi all ....1.27 for me plz ...
Hi Dan guess your subbing for Rob so put me down for 127.5 hopefully with the turmoil of last week out of the way we will see an up hill shift right across the board.....
I will go 1.27 for Friday 17/6. close. So that's Dan 1.27. - New Sid 129.6. - C.S.B. 1.23.6.- & Fred 1.23.45. Any more takers before Monday open please? Have a great Holiday rob, & I hope the sp will be up to 1.40 for your return.