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Only a big telco like AT&T and possibly Verizon could swallow Vodafone.
AT&T's market cap is 6x Vodafone's.
https://seekingalpha.com/news/4071166-vodafone-quickly-gains-amid-takeover-speculation
The Middle East are always looking at showing they are on the map.....but a full takeover ?
The rumours are becoming more persistent, there is talk about specific banks already involved also this time, so could be some substance.
UK equities have been shorted to ludicrous levels.
Vodafone at a 30 YEAR low.
The shares are undervalued on NAV but the market just keep playing on the poor performance ...and when you see that in H1 they made a loss, it isn't too surprising the market has gone elsewhere and basically told the BOD to achieve their targets ..
It isn't cheap running the VOD system...investing in it and maintaining it.... and they do need better returns from it , which hasn't been easy for them
There'd be less regulatory kickback over a Vodafone takeover than a BT takeover, since Vodafone isn't the number one provider in any of its markets. There may some national security considerations in the UK, due to any Government contracts Vodafone may have in relation to the old CWW network in the UK. If it's a US or European based takeover then I doubt there'd be significant obstacles, if it originates in the Middle East then it's anyone's guess. Because of the time the rumour came out, it feels more like market games, if there's anything behind it we might read more over the weekend. It's also interesting that the market stopped the climb shortly after crossing 66p, and also how quickly seekingalpha released the story following the upward move.
"The shares are undervalued on NAV but the market just keep playing on the poor performance ...and when you see that in H1 they made a loss"
Poker the only reason they showed a loss in H1 is due to the way they allocate Working Capital.
https://docs.google.com/spreadsheets/d/e/2PACX-1vRA1ndHTf_Bz7O_moDxmcbWnEtcusZucUu6lEJvm3O4mGooeH4ErFjRqot3RQHBaVXCgoUED1k2CUVK/pubchart?oid=498591&format=interactive
It may be all sorts of things
1. some update on Italy
2. Something resurfaced about Middle Eastern interest in some of the African assets
3. Some new partnership
4. Absolutely nothing
Maybe the real reason Vod turned down the Iliad offer was because something bigger, much bigger was in the pipeline!
Sadly in my experience it’s usually 4, with a few in the know starting a rumour so they can sell at a higher price. As someone said, it is very rare for real news to break at 4.00pm on Friday
With sells totaling £58m and nearly £20m at end of the day I think the rumour worked well for some?
Done a disservice to Verizon.
Their market cap is 6-7x Vodafone's.
Ironic if they tool out VOD given it was VOD who once held a 45% stake in VZ.
Don't confuse Verizon Wireless with Verizon communications.
If these takeover rumours are true what would they bid ? 75p maybe ? That no good for me as my average is higher than 75p, I can’t imagine a company bidding £1 plus when our share price is 65p ish ??
A takeover bid would be nearer £1.50, people don't get the company for the price it is trading at today.
Bebold. look at currys share price rise.
Rumours do turn out to be true sometimes. Let's hope this one is!
PetePete
You don't come across as being new to this indeed you sound pretty switched on ...Either way Good Luck
PetePete
You don't come across as being new to this indeed you sound pretty switched on ...Either way Good Luck
It wasn't so long ago same thing happened with Aviva then nothing.
I hope you are right but every takeover I’ve had shares in have never doubled like you say ? Hope I’m wrong but normally 20% max from trading price, why would you bid £1 plus ? Happy to be wrong GLA
Same spike occurred on Vod on Nas , you can still buy there who's acc allow, currently $ 8.44 , just a thought, heard nothing on cnbc news its all nvida and Ai
I'll wait, happy to miss it if it happens. It is just so important to buy low and sell high. Such a simplism, but no-one seems to get it.
If I miss voda (entirely possible), I'll catch another ride.
George. the only time i have ever bought shares was in standard life years ago. what a turd that has been should have sold when they where over 5 pounds. only just opened an hl share account a few weeks back and been trying to pick out a few shares to buy and hold. bought jd sports . and looking at vod and a few others that have had a big fall in sp with view to holding for long term. or takeover. .
Stumpy, I tossed that coin and it came up heads lol
Be bold. Vod would not accept a bid for less than a £1, vod is worth far more, but you can't buy the whole of vod for the market cap share price, you have to pay much more. The sp is so low because nobody can afford to pay the real value price with % rates so high. Vod is risky, but we all know vod is worth far more than it's market cap.