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Could be viewed negatively. But so am surprised he has stayed so long at NEX. CEO’s tend to move on pretty quickly. I would also given the opportunity in the building sector and improved remuneration. He will still be there until the end of the year so operationally they have time to recruit a new CEO.

The towers business is undervalued within Vodafone shares. A natural split would realise value for the Towers business and boost the bottom line. Renting them back makes sense from an accounting point of view. I expect £2 within the next 2 years.

I believe this will be 210p within in two years. Any thoughts

Let’s be logical here. This is a coach company within countries. None or limited national travel options. The govt need to keep transport links running within countries. Coaches and trains offer these solutions. My view of coaches is this, I can ask the driver to stop at anytime and get off if I so wish.

But I am sure NEX will only allow people to travel with masks and be temp tested before they board. I would feel the safest travelling by coach than any other travel format.

If they provided complimentary bottles of hand cleaner to each passenger (small bottles), this could work.

I would start buying in small amounts at this price.

So if I had sold at the beginning of April at 150, as this systems stated you should I would have lost out on the price going to 290. That’s why in this market charts and technicals are a waste of time.

The Simple fact is, normal will return once a vaccine is found say 12 months. This is really one to tuck away for a couple of years. Will be 450p within 2 years.

I expect rating updates based on these results. An amazing yield and held dividend, a solid ship holding course in choppy waters. Will now gradually move to 130 - 150 level over he coming months.

I am looking at this and thinking this is a major opportunity for an institution to stake build at a low price. Pension funds would be really interested in this. Imagine if you tried to buy 20% of the company in the open market, the price would fly up.

Traders are seeing this as a shorting opportunity, but I believe this is huge long term positive. They have cast iron contracts that are still paying and have positive profit.

If I had more money I would be buying

This is very positive.
The business seems strong
The placing will be to reduce gearing
Provide funds for opportunities now that will be beneficial after the crisis
Sets a floor under the share price at £2.20
Directors buying

I would say closer to the £3 mark but cannot see £5 to £10

Vod should be so much higher - it does my head in

Dividend scrapped 2 weeks ago

https://www.ft.com/content/646350b4-ec92-4b92-af4a-c206b4000d45

This should be a around the 112p mark now. Then next week we should see a further move to 120p.

This year

By year end

I think this would be canary in the room, if the agency stopped working for gcm. If the project was doomed to failure they would be working for nothing as the stock would be valueless.

What a bargain then

Why is it immoral and unethical

Bought some more at the close today. Yield is incredible, long term plan in place, directors buying and buy Rec a not changed. Buy and tuck away. 150 in a year

Just for the record I have bought back in, just got a whisper from a friend in the city