Member Info for Android101

91.5p for me if not too late

$2.1Bn reduction. We could see net debt under €40Bn at year end with all everything Reed has already kicked off?. Early repayment must avoid c$0.5Bn interest payments
https://otp.tools.investis.com/clients/uk/vodafone4/rns/regulatory-story.aspx?cid=221&newsid=1655752

Think I remember Three UK shipping '3G' handsets that wouldnt work on the 3G network. O2 and Orange allowed them to roam on their 2G networks for many years whilst they built out their network In the end, bulk manufacturers of 6G, 7G or 8G devices will go out of business if they havent used the 5G 'standard'. Or they might think they can sell to Norway or Holland but actually they are talking about internet speeds 'like 7G' not gsma standards etc.

I agree with Fleccy that the capital reinvestment cycle going forward is much lower than the past and will vary by country and have different adoption speeds.

Poker, that's fair comment. But telcos have a history of wasting capital on no growth. I am happy to see €5Bn free cashflow and maintain the dividend through the recession. VOD doesnt need to be 1st to blow its cash, can be 2nd and avoid mistakes

https://www.cio.com/article/416413/inside-vodafones-insourced-model-to-increase-efficiency-and-growth.html

https://www.irishtimes.com/business/2022/12/23/vodafone-on-an-upward-curve-after-positive-revenue-and-earnings-data/

The SP is a gift. I have no cash left this month but can switch % from other stocks like M&G, IMB

interesting
'The move forms part of Vodafone’s Tech 2025 strategy to automate large parts of its pan-European network to be able to rapidly respond to customer demand where it is needed most. 70% of the company’s core European network is already running on Vodafone’s own on-premise cloud, and this will increase to 100% by 2025. This gives Vodafone a software-driven platform from which to launch universal products in many markets at the same time, as well as to predict and dynamically meet future demand.'

A common data ocean connecting all Vodafone markets uses advanced AI and machine learning to empower tens of thousands of its employees. They can plan and operate the networks, intelligently manage data centre cooling, and dial-down the power at mobile sites during off-peak times.
https://www.gim-international.com/content/news/vodafone-creates-digital-twin-of-uk-mobile-mast-network

I am not a smoker but someone told me they pay £13 per day for a packet of cigarettes. If a consumer has to give something up, I would think they cut down their smoking rather than cut their £15 per month sim only which they will find difficult to live without. I suppose at some point the market will sell tobacco for VOD? Remember they took IMB down to £11 and its back at £20. The margin calls on VOD with interest rates rising must be biting and bond yields rising must be moving alot of money around short term too.

Maybe a long hold though. gla and merry christmas to the rampers (and the derampers cos they got tiny tim at home)

'Salvato’s claim to fame is getting a number of big figure deals across the finishing line at Liberty Global, whereas Swantee boasts of stellar sector experience having been CEO at Britian’s EE and Switzerland’s Sunrise. Carter was Ofcom’s founding CEO and brings industry experience with his stints at Virgin Media and Alcatel.'
https://www.cityam.com/liberty-globals-andrea-salvato-may-be-new-vodafone-chief/

That would be a good appointment following all the (economic) valuation work under Read ie structuring big deals and executing in a timely manner.

Fleccy, yes there are multiple options for everyone at every phase in the life cycle. I suppose a financial adviser would ask you to tick the low risk, medium risk or high risk box. Active or Passive etc

As a tax payer I think I prefer the lowest tax option over the long term and all non discretionary spend will be covered by annuities in my retirement. Hobsons choice whether you pay tax on income and then put it into an ISA to grow tax free or if you avoid tax by putting it into a SIPP, then later get 25% tax free and drawdown on a tax efficient glide path.

'So, to build a portfolio paying £21,000 a year in dividends, across the three stocks, would cost £335,030'
Think I read recently you could buy a £7k level annuity for £100k. So £300k would buy £21k income. That's a peaceful passive income except that inflation is running hot. If you wanted indexed annuities and cover for her indoors you could reduce that income alot

..and dont forget the 3rd Friday every month, tuesdays and thursdays, time of day, bank holidays, tax years, calendar years, month ends, quarter ends, increase in ramping or deramping activity, standard deviations, linear regressions, 10% inflation, FEDs language,....Mdme Lagardes language.. reduced interest rate increase 'is not a pivot'...., fibonacci, macd, rsi, oscillators...and psychological factors, emotional attachment, distress, media 'yellow journalism'...and everything else.

Yep, new CEO just needs a simple strategy that encapsulates all the above and below and we will be flying

'doubt e& will have a view on Vodafone maintaining the dividend, all any of us can do, currently, is speculate.'
Given we were told the sequence of meetings leading to Nick leaving, the BoD then reported they intend to pay the Feb and June dividend...'Committed to min. 9c. dividend p.a.' is what they actually reported at H1.
BoD could change its mind for the June div, but as it stands, they put MDV on the hook for the €1Bn cost savings and look like they intend to pay the June one. A new ceo might recommend they dont because he or she has a better use for the cash, but right now, debt maturity is 11 years + so unless they continue to tender to repay debt early (at a discount), freecashflow doesnt seem to be the issue and paying the june div seems to be current course and speed.

Not all VOD is regulated. It would be the competition commission/ competition advisory tribunals who decide. If reid lost the job for the consolidation strategy and slow rot, then the new CEO/hostile takeover could be combination of different industries. Why wouldnt eg Google be interested and divest the bits it doesnt want to keep, grow small business/ internet economy etc

life in the old dog yet.
I am out of contract this month but dont really need a new handset so voxi looks a good offer
If MDV can reduce churn/ increase acquisitions, these seasonal sales will show up in this FY results without the need for capex imo

'Cheers android, but i can't see yourself on the list, you may have to put more effort in lol'
Robleo, I am ranked 35th and maybe moving up to 34th after this weeks ramping!

Robleo 6th on the list
Mole 13th
Roofer 16th
Gary 18th

All the late and great rampers and derampers are listed LoL

Velo
'PUMP

OR

DUMPED'

You ranked 10th on the list
Danielh 1st
Longish 2nd
Fleccy 3rd