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Looks like normal service has resumed here as the memory of Microsoft deal fades and the SP resumes its downward trajectory. How depressingly predictable. It was encouraging, however, to hear about said deal as it showed that VOD are still trying and as it is to be developed over a 10 year period, it's proof that they intend to be around for a long time. Maybe by 2034 the SP will have recovered!
This pos is heading one way for the foreseeable
MDV will be out soon
Happy to pick them up cheap, because we all know this is going £1+ long term, plus divis along the way.
Another day, another downgrade, this time Berenberg from 80p to 75p! It's incessant! Maybe it is time for Margherita to consider her position as it's been downhill all the way since she took over and she's been in post, if you include when she was acting CEO, for over a year.
She's the CEO of a company, not a football manager. She's not responsible for the current VOD share price performance, it's about the narrative directed toward Telecom's in general. I take the view that Telecom's are a critical utility that's become a modern day essential service. I believe Telecoms have been targeted by market forces looking at picking up infrastructure on the cheap. As time's passed I've become ever more convinced that the game's rigged, but the market will eventually have to price established infrastructure stocks on fundamentals rather than manufactured negative sentiment.
RR is a good example of market gaming in my opinion, it's up 178% over the last year and up over 770% from it's 2020 lows; Over 5 years its showing as down 2% on the price paid per share, but that doesn't take account of the fact RR only had 1.895 Billion shares in issue then, but now has 8.416 Billion shares in issue, so there are 4.44 more shares in issue now than there was back then. The Jan 18 2019 price was around 307p per share, giving a market cap of around £5.8 Billion, the current RR market cap is over £25 Billion with a P/E ratio over 16, according to Google. I have nothing against RR, I think it's a good UK company, but I believe it's a good example of how the big market players game stock prices.
You make a good point fleccy but to use the RR analogy, it only sprung into life under a new and radical CEO in Tufan Erginbilgic. Vodafone on the other hand has persisted with an in house appointee who the market clearly perceives as carrying on with more of the same. Vod needs radical change to get out of this hole and maybe that will only come with a change at the top to someone who can shake things up and deliver growth. I'd say VOD is currently a burning platform!
I'd argue Vodafone are doing some radical stuff, they're either merging or disposing of under performing assets, isn't that similar to what RR are doing?
That's true fleccy but the merger with 3 is a long shot with the regulators potentially vetoing it and the disposals seem to be happening at a glacial pace. Clearly, the market remains unimpressed. There's no bullish rhetoric forthcoming from Margherita to back their agenda up, like there is from TE at RR. He's been talking a lot, which I'm sure has contributed to the exponential rise in RR's SP. Margherita is a shrinking violet in comparison. She needs to show that she believes in VOD. Incidentally, if she bought a load of shares at this price, it would be a massive vote of confidence in the company and could help to propel the SP out of the current doldrums. Complete silence is not the answer.
Garrone
Tufan is using his chain saw to cut costs at the expense of maintenance and R&D. All will lead to short term results. Suspend your verdict and judgment as the true results of his actions will only become visible when an accident akin to what Boeing is experiencing now rears its ugly head.
Sentiment is what drives prices unless a listed company has a solid base of majority shareholders. For guidance look at Swisscom, Deutsche Telekom and Orange. Vod is a lot more diverse business with innovative products and service than the aforementioned, but is being punished simply because we have a spineless government who isn't encouraging long-term strategic ownership. The topic has been discussed at lengths on this board. Pension funds are destroying the UK market. Fix that and you will see FTSE100 springing back to life.
PS this board behaves like a stocastic process with no memory (Markov property) as the same topics and questions keep getting repeated
That AI news is really driving the share price lol
"That AI news is really driving the share price lol"
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What happened to dropping like a stone?
Show me a chart where this pos hasn’t dropped
Garonne,
Unfortunately MDV has NOT formulated any strategy.
Purely numbers person.
BOD have appointed MDV as 'safe pair of hands'
Therefore SP is flatlining constantly.
Yanks dragging it lower. This company is either in serious trouble or it's pure price manipulation at its worst. It'll teach me for looking for a decent dividend income. What a trap!
Not on the same strategy as Fleccy, Garonne?
Pretend the capital loss isn’t real
Oh, it's real alright Jax and very annoying. If the Q3 results in February are not good, god knows where this will end up! Some folks keep predicting £1 a share but what's going to propel it there? As far as I can see it's full on negative at the minute.