Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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About 5% each from memory, then 5% ish from next year.
From later this year and into 2025 buy backs. Should push the share price higher
The only good news is this really seems to be rock bottom level, because it is not falling any lower and it has been here for some time; it can only get better from here!
Miserrable bunch off lessbians on hear putin I on fillter.
Welle sea iff I carres.
Knot wone bitt. 😆🤣
May 2 (Reuters) - Swiss telecoms group Swisscom said on Thursday its takeover of Vodafone Italia is on track and expected to be completed in the first quarter of 2025.
Thanks for your reply MM99 and to xxxAc, it is certainly a lot of ifs, buts, and maybes with VOD. Am I right in thinking the dividend will be about 5% for the next two payments, or have they only committed to holding the level for the summer payment? I understand the level will halve for 2025, but I actually see that as a good thing, should help them to pay down the debt quicker. I think I am going to wait here and hope for a cheaper entry price. When I was a small boy in the 90's my dad would teach me about the stock market and VOD was one we used to follow. Seems like it is a shadow of the powerhouse it once was, so I think you are right about them returning too much cash to shareholders. I still don't have anything in the telecoms sector though, BT also has issues, AAF I don't really trust the books and the region they operate in seems deeply unstable both politically and economically (Nigeria's currency is a worry). Good luck everyone.
It didn’t did it. Yields and oil on way down so think we’ll have a solid up day today
Xxx, that didn't last for long, dow over 400 points up then finished only 87 points up
Nice little boost for the share price tomorrow to 70p (again, yawn)
Assuming you're current age is 12, you may possibly break even when you reach 95 but not guaranteed
Shuld be huge like maszive blak hrum the groff leval.
Wiv tha in minde I bowt a share todaye.
One share 68p
Browker fee £43
I is verey hoppfull
In my opinion, the current restructuring strategy is correct.
Concerning the merger, the UK business accounts for 15% of total Vodafone revenues; I guess that its share as a proportion of Vodafone entity value is similar. Let’s say that the merger can improve the value of the UK business by 20%: the entity value of Vodafone should increase by 3%, give or take.
In this regard, the decision concerning the merger does not look like a major issue, considering that other parts of the restructuring process (Italy and Spain) are well underway. Besides, the merger is not without risks; for instance, one should not underestimate the rhetoric against anything that has a link with China.
>> Is it just uncertainty over this merger that is keeping the price down?
No it’s years of terrible financial mismanagement to direct assets to profit now investors in divs and buybacks, leaving a weakened company to pay the bills.
It is still the strategy, so market stays away. Merger shrinks the company again and is necessary as they have no funds to build out a 5g network. Gave it all to investors who then lost it on capital decline.
Not a fan of the strategy.
DonB "For the first time in a while.... should bounce now"
Take some advice from a long term investor here & don't bet your house on it, VOD will finish down today ... because it's a Wednesday!
Concerning rhetoric surrounds the merger.
The U.K. market just seems to be anti growth in so many ways - it’s no wonder companies are exiting London.
I could quite imagine VOD throwing in the towel with the market or succumbing to a lowball offer if this merger fails.
My concern for the upcoming May results is that Vodafone themselves seems to be expecting some level of disruption in Germany in at least the short term and good May results in the UK might work against them in the longer run if it jeopardises the proposed merger.
Https://www.lightreading.com/5g/vodafone-and-three-can-cope-without-merger-says-uk-regulator
For the first time in a while.... should bounce now.
Oh well - it looked ok for a minute this morning - then usual service resumes :(
Forgot to add growth from Africa could be huge
I thought the same, back two horses but then reminded myself why I’m invested here. BT is a worry with court case
£2.5m in recent director share purchases. Surely a positive update due this month.
Trough in share chart says we are around the bottom
Solid brand
Cash on way to pay down debts and buybacks
Is it just uncertainty over this merger that is keeping the price down? The share buybacks don't seem to be helping the price, will that change when the board cancel these shares? I am thinking of buying in here or on BT, I might just do a half position on both. There's lots of debt here and that concerns me a bit as interest rates don't seem to want to come down. Do VOD need to refinance much of this debt in the next year or two? I am also worried the FTSE 100 might have a pull back in the summer. Should I wait for nearer 60p or buy now? I've only been trading for two years and don't want to ruin my good start by making a bad trade.
That's as may be but Vodafone might well decide to quit the UK market if the decision goes against the merger and who can blame them?
CMA full text decision:
https://assets.publishing.service.gov.uk/media/662ba2bffddcc9e7ab2252a7/1._Full_text_decision.pdf
Apparently the uk regulator suggests that Vodafone and Three are viable and competitive businesses and would continue to invest absent the merger.
Clued, I lives in Stroud