Member Info for Android101

'Lets hope E&, & others come back & buy more'
E& RNS taking them to 15% hasnt been published as far as I know so they are likely current buyers

Dan, Malone, E& are big buyers so why does the SP reverse when buybacks stop. Cant be inflation worries because VOD has that covered.

'These purchases are the last purchases to be made under the Programme'
I suppose that's why Read had to go. The SP has been shorted to source the buybacks. Hopefully those shorts close without a scandal and VOD to the moon? Just guessing as not much else makes sense

'Ultimately, it's for you to decide whether the reduced price you pay with Vodafone is worth the reduction in options and the risk that you may suffer from poor customer service if you have an issue'
Thinking about it, how can VOD compete with BTs accumulative competitive advantage, deep roots and rich overhead without investment that cant pay back? I am convinced the vod 3 merger will be approved to get the scale benefits of mobile and be a catalyst for another liberty global type deal.
https://www.techradar.com/versus/vodafone-vs-bt-which-is-the-better-broadband-provider

Think malone used derivatives to get his %. He's probably a chunk of this move.
I'm going to give it another 10 years and then I am out

gap closed on the 2 hour..bounce?

Could still be E&, at least for some of the business. Their UAE gov stakeholder just got record profits out of Aramco. Plenty of cash to build out their strategy

quadruple witching week, 99p my guess

'Your phone bills are almost certainly going up at the end of this month'
H1 slide 29 shows the price increase progression.
At the end of H1 there were 7 markets in UK/EU with CPI linked pricing.

https://investors.vodafone.com/sites/vodafone-ir/files/2022-11/vodafone-h1-fy23-results-presentation.pdf

'rates will be higher for longer'
VOD has no material near term debt due to repay and long term coupon c2% or 2.5%
Who else is going to build €154Bn of assets with new debt at higher interest rates. Thats why Malone is also on board with E& and Niel, isnt it?

With more shares in sticky hands like E&, supply demand should force SP up. Higher interest rates will make margin calls more expensive. Price increases will feed through as revenue growth.

this share makes me sick.

Gwait wesearch woofa. I never new that

I think it will do better than Kays prediction of less than 1p?

Well done again roofer.
I will go for 100.14 on its way to 115...
https://invst.ly/-dqxb

Looks like an inverted head and shoulders to me. Time will tell..

Has it washed its face whilst avoided all the capital commitments (more debt) that telecel have had to sign up to before they IPO. If inflation averaged c.3.5% over the c14 years since acquisition, then €500m is the current value of the investment before looking at earnings etc?
Good news for those who want to avoid more debt and want to consolidate

'c.€154Bn total assets, its no wonder DB target 195p. Where are you going to buy another network or build out..'
Its stark really. Market value €27.8Bn

'now a robot would not have made the typo'

https://www.washingtonpost.com/technology/2023/02/14/chatgpt-dan-jailbreak/

'Behind the scenes they may be under some pressure from bond holders who don’t want to be holding till 2052 at 5%'
Could it be they are secured against an asset disposal and need to be unwound. Most debt after 2030 is 2% coupon or lower