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Thanks fleccy & sorry for being picky, but I gather it means a change of mind? You could always just say that? Still keep your posts coming, I can always google them for interpretation I guess? Have a good day.
Well what a strange day that was - what was that big spike then big drop at 1.55 . Several times it ski sloped down today and clawed its way back only to drop again . Oh well onwards and upwards .
"fleccy. I value your posts, but "Narrative reversal" Give us a break? I googled it's meaning, But still don't have the faintest idea what is means, apart from abstract nonsense"
https://blog.collectivejourney.com/embracing-the-narrative-reversal-f56a0129e319
I thought it was easily understandable. The old narrative was to talk down Telecom stocks, with articles suggesting that Telecom stocks are a bottomless money pit, requiring constant infrastructure/license's outlay just to stand still. All of a sudden articles are talking up Telecom stocks, with articles talking about M&A/Activists/etc. I could have also used Counter-Narrative too. I used the phrase to describe the change from a Bear to a Bull narrative, stop being so picky lol.
Lots of nudges upwards in broker targets which seem to be converging around the 170p level. Almost daily updates on M&A, 2 activist investors and heavy volume above 130p. I think the narrative is indeed changing and rather quickly...
I thought this would be 140p by May, but we've tickled that already today and 160p by May seems quite likely now.
Of course none of this would have happened if I hadn't sold a chunk at 133p so you can thank me all later :)
I'm not complaining though - made a few quid here, had an offer accepted on house yesterday and can happily let the rest ride.
Think you will find I was posting last week as it was rising - or do you have selective reading
Well that was a strange few minutes . Big spike up then bigger drop down .
Mikey, please let us know what price you would like VOD to be.
Don't be silly now, just let us know so that we can all root for you.
It has gone pop considerably these last few weeks but I'm sure that you are aware of this fact.
No alarm, drama or despondency intended.
As long as it beats your targets for friday guys, that will be ok, would like to see it brake past the 140s though, fingers crossed
Yawn
No it's called, O.C.M.A.M.A.M.D. Your turn?
Its called O.C.M.A.M.D
Obsessive Compulsive Moaning about Moaning Disorder
It's called O.C.M.D. Obsessive Compulsive Moaning Disorder!!
Isn’t that the plan of western government for the last 10 years, but just seem to end up with more debt?
It may work for VOD if they can raise prices faster than costs. That will depend on the competition.
Rising inflation should reduce the value of the bond interest repayments and therefore VOD's massive effective debt faster than the effects of rising returns required for new bond issues. Discuss.
Hopefully we have 3 activist investors
It was all looking so good first thing . Then the giant slalom begins - oh well lets hope it doesnt continue and gets back to its upward moves quickly
Dan, if this goes back to 1.10, I will be the top moaner, but don't see any reason for that to happen right now, so let's just enjoy the ride, to infinity and beyond, rocket power yea
https://seekingalpha.com/news/3796732-vodafone-sees-bid-for-italy-unit-from-niels-iliad-bloomberg
So glad that Cevian and Coast Capital are finally coming round to my way of thinking...
Gary. If we go back to 1.10,there may well be a reason? Just because you can't see it, doesn't mean there is no reason? It is just not as simple as you would like it be? Glad you are optimistic though? that's makes a change?
Look like 2022 will be a very busy & interesting time for Vodafone. Hope will push SP to even higher level. GLA & ATB
Activist Investor Coast Capital Builds Stake in U.K.’s Vodafone
Coast Capital ‘long-term supportive’ of Vodafone management
Investor still adding to Vodafone stake, criticizes regulators
Coast Capital has built up a stake in Vodafone Group Plc, becoming at least the second activist investor to bet on the British telecommunications carrier in recent months.
The investment firm has amassed a holding in Vodafone and is still adding to its position, Coast Capital founding partner James Rasteh said in an interview Monday. Coast Capital backs the current strategy of Vodafone’s top executives but is critical of regulatory moves that have crimped the company’s profits in some areas, he said.
“We’ve built an important position in Vodafone after conducting detailed work with leading operators in the sector,” Rasteh said. “We are long-term supportive of the management, but we have made it clear to the regulators that their overreach has been destructive and is going to dissuade institutional investors from investing in the sector.”
The latest interest in Vodafone comes as fellow activist investors -- impatient for returns -- increasingly target some of the U.K.’s largest companies. Those under the spotlight now include Unilever Plc, GlaxoSmithKline Plc and Shell Plc.
In January, Bloomberg News reported that Cevian Capital AB had built a stake in Vodafone and was speaking to company officials about improving its performance. Options to boost value at Vodafone could include consolidating its presence in key markets, selling some operations or pursuing stock buybacks, people with knowledge of the matter have said.
Coast Capital has previously taken stakes in U.K. companies like automation software Blue Prism Group Plc, where it spoke out against Vista Equity Partners’ aborted takeover bid. It also previously ran a campaign at FirstGroup Plc, pushing for a divestment of the bus operator’s U.S. business and later criticizing the way the sale process was run.
Shares of Vodafone have risen 22% in London trading this year, giving the company a market value of about 37 billion pounds ($50 billion).
A representative for Vodafone couldn’t immediately comment. A spokesperson for U.K. telecom watchdog Ofcom said it has a long track record of supporting investment and protecting consumers.
Last year, Ofcom confirmed its approach for regulating the wholesale fixed-line market, which it said “unlocked billions of pounds of investment” for homes to get faster connections. Ofcom will soon set out its proposal for wireless markets, with “supporting investment and innovation a central part of our strateg
https://www.bloomberg.com/news/articles/2022-02-07/activist-investor-coast-capital-builds-stake-in-u-k-s-vodafone
Coast Capital ‘long-term supportive’ of Vodafone management
Investor still adding to Vodafone stake, criticizes regulators
fleccy. I value your posts, but "Narrative reversal" Give us a break? I googled it's meaning, But still don't have the faintest idea what is means, apart from abstract nonsense, & I am sure most on here haven't got a clue what it means either? Confusion rules? Is that your point? Sorry mate, but can you try & keep it simple? Ish!
Bloomberg.com
Billionaire Niel's Iliad Makes Bid for Vodafone's Italian Unit
Iliad SA, the French carrier backed by telecom billionaire Xavier Niel, has made an offer for Vodafone Group Plc's Italian unit,...