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Here we go - the yanks are taking us down again - maybe Read is part american !!!!!!!
I just hope that 'e&' don't decide that they have brought a kipper & sell their holding of almost 10%, that would bring us under 90p for certain.
Mikey & Daniel, can you just swap mobile numbers (VOD I hope) & then you =can both text your insults at each other & leave this board to what it is supposed to be.
It would save ALL the other readers & posters on here reading your sh i te.
Hi soton well done a profit is a profit, i did take a look but was getting better dividend elsewhere, another one i lost out on, have as many shares as i need right now, may be too many, trying yo improve on them by adding at a lower price than my first purchase when i get the opportunities, hate it when you buy a new stock then the price drops, my timing is terrible so having realised that i try and do it in a few stages, don't get the bottom price, but helps me to avoid buying at the top and being in the red forever, was looking at rio but entry price was looking too high at the time, how is ukw doing, renewables seem to be the future
Hi Rob not sure if you will remember but back in March i said have a look at GLO an energy stock....well gutted to say they are being brought out with a 36% upside...made a good profit on that but would have preferred to keep the stock as paid an excellent divi quarterly....not sure where to go with the proceeds safe to say it won't be here.....maybe will plummet for a mining stock.....
Thank's rob, what would we do without you? You should get the job of speaker in the the house of commons? Order. Order!!
Fair comment dan
Hi C.S.D.I. I think Deutsche are the house broker & in cahoots with vodafone, so probably best best to ignore them? Who knows what the real value is? Perhaps if anybody does really know ,they are keeping to themselves, just waiting to pounce when the time is right? We just have to guess most of the time. good luck mate.
You can just imagine Mikey looking at his screen & getting turned on by green filtered messages! The mind boggles?
Will stay out of that one mikey, you two will never agree, everyones circumstances are different on here, i have 3 choices here. Sell at a loss or do nothing and get a crap divvy yield or wait for maybe 110 And top up to lower my average and increase my dividend yield, decision
Hello rob. Well 1st I agree with you when you say maybe bad management, or maybe things beyond there control. What I don't get is why you keep saying I am supporting Nick Read, just because I don't keep banging on about sacking him all the time. As iv'e said many times, no point sacking him unless there is someone better to replace him. Besides he does have a lot of support from cevian & and the Arabs & I think they probably know better than you or me? So shall we move on from that one? As for your rude suggestion about Mikey, even I have never called him that? Have a good day.
Just love all the green filtered messages from You know who ??
Decided to bail out this morning and take a loss even though I'm a customer via Asda Mobile contract. I was really badly stung by holding onto RCH and still feel the pain so don't want to risk that again. DYOR GLA
Mikey you sound like your having an orgasm with all this lol
3 broker updates
incl 1 re-initiate
1 same (Deutsche @ 250p still - must be mad - been saying that for 2 yrs now)
1 down from 155p to 150p
Funny how some Brokers can move the SP and others have no affect.
GL to all the brave VODers
Cheers - C
And just to rub salt into the wound 3 downgrades in price today. Its ok though , Read is doing a fantastic job !!!!!!!!
No - surely not - Its falling again - who would have thought that - its ok though Read will sort it out !!!!!!!
Poker chips - amortisation is an accounting measure and has nothing to do with tax. It’s actually one of the first things you strip out of a set of accounts when doing the CT return and replace it with capital allowances, and once the AIA has been used, the remaining costs get spread over a number of years in way that’s slightly different to amortisation. Yes in certain circumstances you can write down assets to create a loss for tax purposes.
Therefore when you significantly reduce capex you don’t get a massive surge in either accounting profits (due to the amortisation of previous capex) or a massive increase in your tax bill (due to capital allowances) but you will either see a massive increase in FCF which in this case should lead to a reduction in net debt.
To a certain extent I’m playing Devils Advocate with you and Fleccy, as I don’t know for certain what will happen, however I do know it won’t be as clear cut as when capex significantly reduces post 5G rollout and there is global adoption of IoT that the telecoms companies are guaranteed to be major cash machines. There are lots of other factors at play that we can see now, and lots more than we either don’t know or haven’t happened yet.
I agree about Big Tech - it’s scary stuff. I can remember watching sci fi films where the big corporations rules the world / galaxy. It seemed like fantasy at the time, but it looks like we’re on that path! Even space exploration is now starting to be done more by the private sector which would have been unthinkable 20 years ago. The legal departments of all the FAANGS are always kept busy with numerous regulators / court cases, but the speed of development is much faster than the speed of legislation at the moment so we’ll see how that pans out.
Anyway, brace yourself for the yanks to really start wetting the bed again when they properly digest what Powell actually said last night …
Dan, I just take things on face value, if over several years I'm seeing growth on my investment, my opinion would be it's a well managed company, if on the other hand it's losing value i would be thinking the opposite, obviously their are many reasons for that, and i doubt anyone outside of the CEO's office has any idea of the real reasons, maybe bad management decisions, or maybe things beyond their control, , but if like myself you have lost money on you capital over the last 5 years, I don't really get why you are so supportive of them either, not knowing the real reason for the drop in the share price i think i will stay neutral on that one, unless of course they can prove themselves by providing value to share holders, time will tell on that one
Hi rob. Sorry to hear about saga, I thought about buying when they were floated many years ago, but glad I didn't by the sounds of it. I think the point about Nick Read though, is that if he has let vod down over the last several years(debatable)? then that is history, & to sack him now, is to shut the stable door after the horse has bolted. So it is the future that counts, & I think he has a lot of support lately from those who believe in merging with others,( his policy), which is proving to be very challenging. Just sacking him as some kind of punishment is a bit futile, surely? Unless you are an ex vod employee with a massive chip on your shoulder perhaps?
Hi Dan, Thanks for your honesty and your analyses, very well done i think, and it is what it is, so whatever direction it goes will have to try and make the best of it, I currently have one car crash of a share, that is Saga, not sure there is anything i can do about that one ? as for the rest, all of my other shares will move in and out of profit at various times of the year, and that is exactly what i am trying to achieve with all of them, so will have to try and work out my best options with Vodafone to get it in the same situation, that is collecting dividends and not being down on the capital, but fingers crossed it will be kind to us in the coming months ? ps. hope i don't get the ? police after me
best of luck
Hi Rob. I have just come back from my in depth analyze's, & the answer is? Wait for it--- I haven't got a clue, but nor has anybody else on this forum, So I think I will just leave it to Nick Read & his b.o.d.. or would you prefer Mikey perhaps?? Sorry to Iggy for all the ?'s but none of us know? & at least now Iggy Knows what ? means? But of course rob I thought it would have gone up more on Monday, & I will say hopefully,up from now on? Cheers Amigo.
I find it amazing how someone can have a long career in a company like vodafone & then retire with a nice pension?, & then spend the rest of there retirement moaning about the company & it's management, that he owes his living to. Not even a shareholder any more. Oh, sorry, 1 share! Perhaps we should all feel sorry for him? It he wasn't so annoying?
Perfect summary mesh!!
The £1.38768 buy @10.51 today is probably VOD getting it wrong again & this is a buy back of own shares !!
What we have here are two major investors, one an activist the other states not taking significant stakes in the company recently. Half decent results confirming a decent dividend & still the SP does not move, it's a dogs life / dog share.