Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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It knot lookin goode agane
Cheapsharesboy
put your toy gun back in your holster and get some fresh air ...before you really embarrass yourself
Poker you don't own this bb
Ok
City fan boy
cheapsharesboy
oh dear...you had one too many lunch time drinks ?....my oh my aren't you *****y ?
take some fresh air dear .... sounds like you need it
strange comments about ceo?
city fan boy poker making his nasty comments veiled
how do you know how much anyone has read or knows about the ceo?
you just being an ******* today as per your city fan boy typical style
It knot lookin goode agane sadley.
I has bean folowing this Vodafone stock for some tyme and it don't get any better.
I is a bit woried abowt our frend Jaxi50, he haven't bean on this internet talking fing all week.
Beo1
oh,.... I agree on your point about the CEO....and ..she did say herself...at H1 she wasn't expecting growth until the new Group financial year....so yes..I do..not understand strange comments made about the CEO by people who no doubt have not read sufficiently about what she even stated herself to them
I think you missed my point
Germany is a market not a customer, I get the captive nature of the banded products meant groups of customers were won on lost, but what I mean is. in terms of the actions at a CEO's mercy. she can't just and marginal price to a big new customer and win that business to set the groups return's on the right path. Is it her fault, Germany is faltering? is it her fault Germany banned banded products in the way they did? Is it even her fault that over reliance on the groups profits were in 1 market (No, as thats on her predecessor), but she is trying to correct that, Growth in emerging markets, exit markets that were previously hidden by germany's over performance. Reduce costs to compensate for falling margins in previously good markets. Are all the actions we know are ongoing accretive to FCF? Id say Yes, can she do them quicker but not at the expense of practically auctioning them off and losing a bunch of value? Again Id say no? Hell look at the political pressure on the UK. MP's calling for it to be shutdown, Unions' getting involved ETC.
" its not like 1 big customer would move the needle on the returns"
Beo1
The returns from the likes of Germany ( 1 big customer) used to support the somewhat weaker returns from the likes of Italy and Spain....but as Germany falters it has exposed the need to take action in Italy and Spain
VOD has 43.3 BILLION Euro of booked assets in Germany , so what might happen to that booked value if that 1 big customer falters under strong competition and weaker markets ???
How strong a participation do you think VOD Egypt ( 1 big customer) now plays within Vodacom , given it is the largest country in Africa that VOD operates in , with Vodacom providing 16% of Group Service Revenues ?
Personally, I wouldn't underestimate the market in terms of watching the performance of "big customers" within Vodafone and the part they play in the returns
Im really surprised by how many ex CEO's we have on this board. VOD is a massive conglomerate, its not like 1 big customer would move the needle on the returns, so big strategic Investments/Divestments are whats needed here, and the CEO is trying to get a number of these done, but this stuff doesn't happen overnight. If this was a small tin pot business then yes the CEO could go out a schmooze a big customer, bump up the revenue and earnings and look like a hero but that isn't the case here.
Today many tlc companies are down approximately 2%: Deutsche Telekom, Orange, BT, Vodafone.
we won't recover until this **** ceo is replaced. 50s on the cards for sure. makes me feel sick to how much ive lost trading vod
The rise to 67p was a Bull trap as there is nothing out there to really change the market view on the Q4 Results and with continual concerning news coming out of Germany I suspect the market is somewhat cautious in expecting any great change in fortunes there
...plus ..you have the concerns about Egypt and whether the economic crisis there will end up with another currency devaluation , although service revenues there were doing well but inflation is rising and foreign currency scarce ... look what the devaluation in Nigeria has done to the SP of Airtel Africa ( AAF) , although there Nigeria is an important revenue earner
" IMF Managing Director Kristalina Georgieva said earlier this month that prior to the war, Egypt was collecting about $700 million per month in Suez Canal transit fees and was now losing "hundreds of millions of dollars" per month because of attacks by Houthi militants on Red Sea shipping."
Egypt working on a further loan from the IMF to stave off economic collapse
Go toss a coin robleo, I'll stick with rational.
I don't think it's stupid Steve, at one point it looked as if the lower call would be invalidated. Patience is often rewarded though (either by profit or smaller losses).
Let's do a bit of coin tossing then shall we, heads it goes up tails down, come on guys none of us have got a clue, otherwise we could get very rich
Shame as I stupidly bought back at 66p
I posted this on Feb 14th under the heading 'RE: I feals like this is abowt to go downe'
Since it was essentially a TA related comment I've used a new heading here. Price is now 64.6 and it looks very likey to achieve the 63.4 level I previously spoke about, or below. I'll consider re-entering if it does.
"I dropped 40% this morning at a small profit at 66 or so. I think the price will retrace to 63.4 or lower and I'll consider buying back at that level. I've managed to bring my average entry down to 64.25"
Robleo, I suspect that part of the SP performance issue is that most money is moving to the big 7 in the US. Just look at how NVDIA impacted the US500 yesterday. I suspect that we'll have to wait until that 'bubble' (not sure if it's appropriate to call it that, but you get my drift) starts to deflate/burst. After that point I guess some money might return to traditional stocks. It is frightening that over 33% of the US500 is 7 companies?
This is a dividend trap
Thanks for your advice avocet.
Garonne I still think you should sell out asap because your outlook on vod is so poor and you are so annoyed that you have lost money here.
Thanks Robleo and to Henner and Cheap shares for giving your views. The consensus amongst you seems to be that the bottom is in. Let's hope so. Maybe with some positive news on Italy we could creep back into the 70s or am I getting carried away! Lol
The CEOs turnaround plan will take time to have impact although full year results should tell if any impact will be there to come
There has been large stake building interest and massive 56m £ buys at around 65p so I would think bottom is in - but have to wait and see.
I would recommend a 10-20% divi cut but it's possible this will not materialize. Ideally there would be at least one asset sale combined with a debt reduction from the sale proceeds and 10-20 respective divi cut and further cost cuts. This would probably boost the share price.
However if E& has told Margery to purely cost cut but not cut the divi - she might well have to oblige
Garonne, unlikely to be any quick turnaround. VOD is the proverbial oil tanker. Lets give MdeV the benefit of our doubt for another couple of years and see where we are at the end of 2026. I remain optimistic. Look at the recovery of RR over the last 12 months as to what can happen when our investment is in the right hands.