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Started: danielh, 15 Jun 2024 22:27
Last post: danielh, 15 Jun 2024 22:27
72p for me please roofer.
Started: GutterSnipe, 14 Jun 2024 18:09
Last post: GutterSnipe, 15 Jun 2024 21:01
Barney biter, if you is finking I is bovvered that you has fouwd anuver Guttersnipe , trust me, I ain't bovvered one bit
Barnsley, don't you understand he only does it to wind you all up, and it seems his tactics are working on you guys
Guttertripe showing his true colours on the L&G board.
'The far right ' was the reason given for heavy falls on the French stock market and looming trouble in the bond market.
Let me be clear, 'the far right ' as they are called are just normal people with a brain.
I am 'far right ' myself.
I put 'the far right ' in inverted commas to show that.
If things don't change, European civilization is done in my opinion.
'The far right ' = people with a brain
Funny how you posted on wednesday that you 'just piled in at 2.312' into L&G.
Guess you bought 2 shares then.
Barney biter, I finks that be a diferrent Guttersnipe Tri in too copy my style.
All though I has gott a smalle a mount in legal and general and nuffin in Vodefone oviously cos it's rubish
Started: Kiwitwo, 15 Jun 2024 11:53
Last post: Exil, 15 Jun 2024 18:28
69p for me please Bob
69.5p please Roofer.
Have a good weekend!
Can I have 67.56p please.
Started: Garonne, 14 Jun 2024 17:12
Last post: unluckyInvestor9, 15 Jun 2024 18:02
I am a believer, turnaround will come unless some major disaster strikes. It doesn't even matter if there are bidders or not (in my opinion)
The merger will go through with concession. Main reason is that any UK govt wants Three out of country and this is the only way to do it - get another Operator to absorb the assets.
An interesting Telegraph article for those that can access it. It suggests that Vodafone and BT are ripe for hostile foreign bidders due to their low valuations implying that they won't stay low forever. Could we get a turnaround?
https://www.telegraph.co.uk/business/2024/06/14/foreign-billionaires-circling-british-telecoms-vodafone-bt/
I'm invested in BT and Vodafone, so I have mixed opinions, but even without BT airing a strong opinion against this merger, it's on dodgy ground. If it does get through, I suspect Vodafone and Three will be made to make big concessions over spectrum and the management of joint ventures with the other players.
There is nothing wrong with being rattled about the merger on BT part, they are afraid of stronger competition. BT are the most popular provider in the UK and don't want to lose that position.
Started: earnacrust, 15 Jun 2024 15:13
Last post: earnacrust, 15 Jun 2024 15:13
MUMBAI, June 14 (Reuters) - Vodafone Group (VOD.L) is looking to sell its entire $2.3 billion stake in India's Indus Towers, two sources with direct knowledge said, as part of the British firm's effort to repay debt.
Vodafone owns 21.5% of mobile-tower operator Indus via various group entities. As of Friday's closing stock price in Mumbai, the investment is worth $2.3 billion.
The final size of the stake sale is yet to be decided and could be lower than 21.5% if demand, which is still being assessed, is insufficient, said the sources, who declined to be named as the discussions were private.
Started: CityWatcher, 15 Jun 2024 13:55
Last post: CityWatcher, 15 Jun 2024 13:55
Vodafone is starting to look an interesting stock to invest in, as a lot of telecom stocks are. Paying their eqiv. of 0.45 cents on 2nd August I also see BT is getting a lot of interest since the Mexican's very large stake was taken in it. There is another share Telecom Plus that posts great result this approaching Tuesday too. They have already upped their full year divided to 83p. They are paying a 47p final dividend which will go ex dividend around 9th July on a guess. Best to buy pre their results being announced also.
Happy to hold Vodafone for some nice recovery too. Their dividend is also appreciated.
https://www.lse.co.uk/rns/TEP/year-end-trading-update-and-notice-of-results-lfl2cgfcccrqj6z.html
Started: Roofer61, 14 Jun 2024 17:43
Last post: Roofer61, 15 Jun 2024 10:29
Thanks, Newsid,plenty of goals and beer last night, but surely the main event was
" The Nation Network "
Vodafone advert after the final whistle
Atb Newsid
Vod closing Sp 14th June 68.96p
Newsid 68.7p winner 🏆
KiwiTwo 78.45p
BarnsleyB 73.1p
DarthT 73.73p
Lvu333 74.74p
DramChart 70.30p
Unlucky9 120p
Izstar 72.46p
Jesteh 73.9p
Silver 73.33p
LuckyL 72.25p
NicNic 74p
Acker8 73p
Exil 71p
Roofer 69.66p
Atb
Well, there was I thinking we'd left the 70's behind...back to the drawing board.
For 21st June price @Roofer...I'm going to go for 72.44 please & thankyou
Thanks Roofer.
The speech;
I have a dream, that one day Vod SP will rise and live out the true meaning of its creed: I hold these truths to be self-evident, that all my fellow Voderers are treated equal, except for those who can't hold their alcohol.
I have a dream, football’s coming home this time
Off to watch the footie at the local pub now. Enjoy.
Accolade this week goes to Newsid well done
Vod closing Sp 68.96p
Speech Speech Newsid
Full list will follow
Enjoy your weekend...atb
Started: AirForce, 14 Jun 2024 11:06
Last post: jedclampit, 14 Jun 2024 16:05
So if Vod can get about £2.5bn for this sale by share sale or deal plus the £4bn from Spain sale total about £6-£7bn it should improve the total position with debt pay down etc.
Absolutely AirForce, having the patience to weather the storm of the ups and downs of a company and the stock market reaction to every bit of news.I hope that Lth will be rewarded for there faith in vodafone.
I am holding until next year sometime and then hopefully the price will have doubled from here and i will take my profit.
Gla,:)))))))))
Cheers bruv Lvu333
Cash is the king. Vodafone is slowly but surely getting rid of all those assets that have reached the end of the road. May Vodafone's investors be rewarded handsomely for their long held patience.
Would'nt want to be out of this over the weekend,:))))))))
Its going to take off AirForce,its going to fly,:)))))))))
Last post: 93kirstyg, 14 Jun 2024 16:01
You may well think this a sunken ship 30% up by end of July have patience and reap rewards.
Started: Viking.Raider, 14 Jun 2024 15:53
Last post: Viking.Raider, 14 Jun 2024 15:53
Can’t seem to recover from going Ex Div.
Started: Garonne, 12 Jun 2024 19:01
Last post: Newbie642, 14 Jun 2024 13:22
About 40% of my shares were bought at 160p ages ago. The other 60% I bought at 68p and traded them a couple of times so got more shares than I started with. However, since the divi was announced the sp has fallen and I’m stuck at 77p in my isa. Hopefully things will go up soon.
Sorry to hear that robleo. Let's hope Margherita surprises us and VOD rises from the ashes back to pound plus territory and you get to reduce your overall losses. If it's any consolation I sold RR and ploughed a lot in here and promptly lost thousands both here and in potential lost profit at RR. It's still going up! It was a catastrophically bad decision. This investing malarkey is not easy!
Gar, I can tell you for sure I will never make a profit here as I bought in 6 years ago, but if I can get a profit on my last 86p top up I will be happy with that
Cheers mate
It doesn't look like it on current form robleo. Mind you everything (apart from RR) seems to be tanking. Certainly everything I own, especially airlines. IHave you given up on ever making a profit robleo? I think VOD needs a more dynamic and communicative CEO if it is to succeed.
If you look at Zegona, they bought "Vodafone Spain" at around 20% premium to current value. Since then their share price almost doubled. If we apply that to rest of the Vodafone, SP should be more than 165p. All it takes is different management team with different priorities.
Started: Elllltelinv, 13 Jun 2024 14:13
Last post: unluckyInvestor9, 13 Jun 2024 19:10
Knowing how governments usually manage big projects it will be a fiasco - way over budget, and not on time if ever completed.. I wouldn’t count on it, but that’s my opinion
How might this affect Vodafone?
Started: marionette, 13 Jun 2024 11:22
Last post: fogthemogg, 13 Jun 2024 15:36
Hi Marionette. Thanks for the belated reply, although akin to longtimeinvestor, you still can’t answer the question. Instead resorting to regurgitating vague mutterings about how the financial benefits are apparently obvious, but always dodging the crux of it.
Could you please explain how buybacks financially benefit retail investors and make us wealthier? That is after all why we're here.
Let's say that before the buyback programme you owned 0.0000000011% of the company and then after it concludes, you now own 0.0000000012%. How did that financially benefit you? If the buyback programme jacked the share price up then okay we have capital gains, but the FTSE 100 names I see doing this (BP, VOD, BATS etc.) have performed poorly.
Have a look at Aberdeen if you are a fan of buybacks, it may change your mind.
This share will bimble along 10% give or take from where it is now for a while until results turn market sentiment one way or the other. You aint getting rich here, the best you can hope for is the 5% dividend.
" The fact that we own a slightly larger percentage of a company's outstanding stock after a buyback programme is incidental, it does not make us wealthier in of itself."
Can I suggest you stop reading the Diane Abbot book of Economics and Accountancy..
All directors own shares to a larger or lesser degree and would clearly benefit from a "special" divi. I think many investors and BOD members for both tax reasons and heavier costs would see the sense of a buyback.
Started: GutterSnipe, 13 Jun 2024 12:38
Last post: Lvu333, 13 Jun 2024 12:57
Lets kick on from here and up into the 80s or 90s,thanks very much. Enough of this nonsense in the 60s; :))))))))
Mooving deepe into the redde agane sadley toodaye.
We is verey hoppfull wiv the waye forwerd that it doo start goin upp agane.
Last post: wildtiger, 13 Jun 2024 10:49
At 69, thank you sellers.
Started: jedclampit, 12 Jun 2024 14:38
Last post: longtimeinvestor, 12 Jun 2024 18:45
Fog
''your false claim that buybacks put more money into the pockets of retail investors''
claim?
you are a joke - please point to the post that I state such a thing. I have come cross many such people as yourself.
Buybacks conducted at good valuation levels are of benefit to long term shareholders.j
Fog
''it's hilarious''
it certainly is - you are making yourself look more foolish with each successive post
''you still cannot explain your false claim that buybacks put more money into the pockets of retail investors. You actually put more words and effort into not explaining it''
I think you have a problem with reading - I suggest you read my previous post, and maybe search for the benefits that I have posted probably a hundred times if you are unaware as a so called investor.
Buybacks boost EPS, which is increasingly a metric for directors' remuneration''
Directors remuneration are determined by many different factors - As a so called investor, you should know that.
''that is why companies like BP and VOD favour them''
You are embarrassing yourself more and more and more - it is SHAREHOLDERS that have to give permission for the repurchase of shares.
''it does not make us wealthier in of itself.''
the market determines the value of Vodafone on a daily basis''
''Tories did not win the 2010 election''
I think you will find that you will find it hard for the socialists.media etc not to mention 14 YEARS of Tory power.
The FTSE 100 has risen 65% since they came to power.
''You have posted nearly 28,000 times but still fail to grasp the basic fundamentals of investing and our political system.''
I think you need to look in the mirror for that.
You have a lot to learn.
It's hilarious, you still cannot explain your false claim that buybacks put more money into the pockets of retail investors. You actually put more words and effort into not explaining it, which is evidently the nail in the coffin that even you know it's nonsense.
Buybacks boost EPS, which is increasingly a metric for directors' remuneration; that is why companies like BP and VOD favour them. The fact that we own a slightly larger percentage of a company's outstanding stock after a buyback programme is incidental, it does not make us wealthier in of itself.
Tories did not win the 2010 election, it was a coalition. As I already stated, since Tory majority rule began 9 years ago, FTSE 100 is up only 17% and our currency has plummeted versus USD and EUR. I'm not even flying the flag for another party either, but simply stating that Tory majority rule has been poor for both our stock market and currency.
You have posted nearly 28,000 times but still fail to grasp the basic fundamentals of investing and our political system.
Fog
''would have stopped you embarrassing yourself, yet again''
''FTSE 100 rose just 17%''
The ftse is up 65% since the Tories came to power in 2010.
I never embarrass myself - you on the other hand..........
Cable fluctuates as does every other exchange rate, it has made absolutely no difference to me as an investor over many years
''You still haven't answered my month old question of how buybacks put more money into the pockets of retail investors?''
I would suggest if you call yourself an investor, to find out the benefits for long term shareholders of buybacks conducted at attractive price levels for yourself.
I have had to explain to many other idiot, so called investors many times already on different boards- there is a limit.
Pretty basic answer moggy. Less shares in circulation, and in enough volume an increased shareprice. If the shares are going into treasury they can be offloaded to support the market .
Started: engineerinvests, 12 Jun 2024 15:35
Last post: engineerinvests, 12 Jun 2024 15:35
I hope everybody is voting for Reform UK. It’s so delusional how everyone keeps voting in conservatives or labour…. They are exactly the same party with exactly the same policies that haven’t changed anything in 100years. Reform UK needs to get into parliament! Reform UK have proposed UK income taxes to be put to:
£0 to £20k - NO INCOME TAX
£20k to £70k - 20% Tax band
£70k + Higher rate band starts.
Reform UK also want to abolish IR35, and do something about damn Stamp Duty Tax.
Everyone make sure we get this country turned around. Let’s stop this back n forth with the two same parties that both have the same policies and both do nothing to the real issues…. Which are insanely high taxes, insanely low wages.
Started: Elllltelinv, 12 Jun 2024 07:55
Last post: marionette, 12 Jun 2024 12:36
Agree in general but it is tricky knowing when to jump back in after such a long time out. ( jumped ship after Verizon)
Are the current BOD up to it?
Take advantage of low SP. Why wast FCF on dividends and executive remuneration. The buys can be reversed when needed giving cash.
Where did I say IOT would do anything for the share price? It is clear though that IOT will create new revenue streams as time goes on, especially when it comes to smart cities and for monitoring/controlling large numbers of devices over wide areas. It isn't feasible to connect millions of remote devices via WiFi, that's where 5G Mobile IOT has a place.
https://www.gsma.com/solutions-and-impact/technologies/internet-of-things/wp-content/uploads/2018/05/GSMA-5G-Mobile-IoT.pdf
Mate. if something is pretty remote there won't be any coverage for IOT to work. we already have sims in cars for emergency dialling of emergency services , it's done diddly squat for the share price.
I haven't done a lot of research into IOT, but I agree that things like Fridges, Central Heating and other home appliances use WiFi, but there are still lots of future IOT needs that wont be covered by WiFi. Cars, lorries and other vehicles are the most obvious future IOT use case, with IOT monitoring potentially used for checking everything from Engine performance to traffic control, there are over 33 Million cars on the UK roads. Then there's IOT use cases for remote monitoring of countless devices used in utility services. If something is really remote, IOT over 4/5G could compliment off grid low power devices, using solar and batteries, by giving real time status updates. IOT isn't about monitoring the status of your fridge, it's about supplying up to the minute monitoring of countless devices where WiFi isn't an option.
As I said most of these use WIFI the only useful use case is the automotive industry and you won;t find any figures from Vodafone because they are tiny, Most of their IoT use cases are SUPPORTING an existing wifi solution.
You can kid yourself that IoT is a huge growth area for Vodafone but it isn;t, the existing wIFI players get most of the money from the scraps it provides
There are safety critical measures in place for certain workflows and processes. 100s of millions of devices are connected to Vod IoT platform already and it will just grow exponentially from here on with the emerging AI.
Last post: izstar, 12 Jun 2024 07:21
Oh my you poor soul - what a negative post to wake up to. Like me could it be you are just a bad investor
Garonne I agree about the macro, I am a conspiracy theorist who believes there are forces at play to keep us poor and that events like recent pandemic, wars etc. are by design. In fact I believe they are already working on the next plandemic, chicken flu or bird flu and soon we will hear more about it 🤧
I guess one of the main reasons robleo was the big buys from Luka Mucic. I don't think he'd have bought so many if he didn't think it would succeed. I feel that him showing confidence is a big plus and particularly as he is the FD. Let's hope his confidence is not misplaced. Good luck to you anyway, robleo.
Garonne, i'm not disagreeing with you but please tell us why you bought these back? if you feel like that about shares in general you may want to take a look at some tracker fund most have returned around 80% in the last 5 years, but of course there's no guarantee that they do as well in the next 5 years, I think most will agree that Vodafone has been pretty dismal over the last 5 years or more, how well it will do in the coming years I've no idea, i'm still hopeful that it can break past the 80p then move on to 90p we will have to wait and see what happens, but best of luck we all need it here
You are not alone.
Badly, as the strategy is to shrink and any cash is being wasted.
They could have built the world’s largest data AI training centre and linked companies to it through the VOD network. Double bubble.
Instead they sold assets at a loss and made it look a success by giving the cash away.
Really dumb old world strategy.
Jedclampit, the only dividends you will get next year are ones that have been reduced by 50% if you want to call them specials it's up to you, it's all about potential growth here now, time will tell how well that works out
No worries bob I wasn't offended, only by Jed the muppet who thinks a special divi is coming and tells me I know nothing.
Its my understanding all the share buybacks are being held in treasury - not sure why, cancelling would obviously be better for us and the share price - my only thought is it may be something to do with the potential three merger - maybe they need to hold onto them for some reason ?
I stand corrected. i does seam they are not going to cancel all of them. i take it back, sorry if i offended you.
Started: GutterSnipe, 10 Jun 2024 15:18
Last post: GutterSnipe, 10 Jun 2024 15:18
It knot lookin goode agane sadley toodaye.
Wen wille wee gett a brake?
Teribble stocke prise agane
Started: ironknut, 10 Jun 2024 10:16
Last post: jesteh, 10 Jun 2024 14:48
I don't get this either. How is a service costing £50 base, doesn't work around high buildings or bad weather going to impact telcos? Can someone please explain how this is ever a threat - I see it as opportunity for partnerships to massively cut costs and provide minimum service guarantees in remote areas at fraction of the cost.
@mole_man - please explain?
"Meanwhile, starlink live streamed online gaming last night and maintained crystal clear live stream"
LEO's have their place, but it isn't offering residential service to the masses, LEO's are better suited to providing backhaul services to remote locations. I honestly don't know what Musk is thinking, with a goal to put 12,000 satellites in low earth orbit. The average lifespan of a LEO satellite is around 5 to 7 years, and because Starlink satellites are at the lower altitude of 500 to 550Km I suspect their lifespan is closer to 5 years.
OneWeb's plan seems far more sensible with 630 satellites, along 12 synchronised orbital planes at an altitude of 1,200Km. At 1,200 Km OneWeb satellites will have less orbital drag and will offer backhaul service rather than direct service to residential customers. Clearly the OneWeb satellites will have more delay in both directions, due to less satellites and higher altitudes, Starlink is around 40 to 50 milliseconds latency and OneWeb comes in around 70milliseconds in tests. Even though Musk owns the Rockets, it's still expensive to put 1000's of satellites in Low Earth Orbit and replace them year on year as they fail.
There are also alternatives to LEO's, like HAP's, that could easily offer a superior cell service, compared to LEO 's, due to being significantly closer to the ground at altitudes in the region of 17 to 22Km; HAP's can also be landed for maintenance, repair and upgrades, satellites can't.
Putting 12,000 Satellites into low earth orbit is impractical in my opinion, unless the real reason is to support some sort of military or intelligence objective, where money isn't a concern.
Putting aside the affordability for a minute, a buyback would be preferable to a special divi and much cheaper to execute.
Even if the money was borrowed that is a statement of faith in the future of the company and it's value. An investment in itself and no difference to investing in a recovery situation.
With the current state of the business part of the company and the macro economy, a buyback is insane.
VOD has a shareholder base that only understands extracting cash and assets and the buyback from sold at loss assets is there to appease them. Long term it’s not good.
Meanwhile, starlink live streamed online gaming last night and maintained crystal clear live stream with an orbital rocket at 25,450 kph. Just keeps getting better. VOD should be investing to defend a future, not wasting money they don’t have. It’s borrowed cash folks.
The company has been a reliable one for me as a customer since the early 90`s. The hope is that the BOD can get this huge unwieldy beast back under control
First signs of that and I will invest again.
Started: Silver100, 9 Jun 2024 18:07
Last post: Exil, 10 Jun 2024 08:49
71p for me please Bob
Vod closing Sp 14th June
Dramchart 70.30p
Unlucky9 120p
Newsid 68.7p
Jesteh 73.9p
Silver 73.33p
LuckyL 72.25p
NicNic 74p
Acker8 73p
Added to list Entries by 12pm Mon Prompt
73.00 for me please
74.00 please!
72.25p for me please
Started: Roofer61, 9 Jun 2024 08:57
Last post: jesteh, 9 Jun 2024 16:43
73.9p please
68.7 please Roofer
72.46 for me please!
120p please
@Roofer, just for fun I'll go for 70.30
thanks
dram