Member Info for Android101

Divhunter, thanks. I reinvested my div last tuesday in advance of payment. If the sp settles down anywhere above 127 then happy days :-)

'thats my div reinvested'
Payment date 4 February = 3.75826p. Good week so far!

'why has it not been done before by others'
I suppose the regulators and others wanted something like 'equivalence' across the (european) telecom markets who subscribe to the WTO rules. The migration from 1G to 5G is perhaps now near the end of the regulatory life cycle? Activist investors are perhaps a return to good old fashioned capitalism or they make the policy makers feel like they are really making a difference. Nick has done a good 'fiduciary' job, but what next if not realising value from restructuring etc?

thats my div reinvested, they cant take all of it back or Vod would be worthless!
Payment date 4 February = 3.75826p

well I fell a few hundred feet this morning but thank goodness for my ice axe and managed another top up

'Hopefully vod split in 2 africa and europe, sell off turkey, spain and italy'

UK might add to the list? Being non eu and sits well with 3 who have Italy, Sweden (..Telenor), UK in their footprint. Hutch have to do something to recover their build costs and they wont do it with a small consumer segment.

'By the way Android, you can come back down the mountain now as the markets have closed!'
Not reached the top yet Dan ;-)
Besides, I am safely 'bivouacked' on an icy ledge with an eye on the weather and enjoying the panoramic views. The view gets better higher up.

Sorry Dan, I am hanging from one oce pick trying to type with the other. Excuse any typos

'When you see huge companies like Google investing a billion in a telecom company'
I guess the Gov buying a % of Idea from VOD was the remedy before this could happen. Interesting stuff

Dan,
"I will go back to an ice pick & crampons" was watching this when Compound posted the parallel of ice climbing and crampons with the SP and market. I could hardly watch some of the climbs mark andre completed. Same with the Vod SP when it gets moving..
https://youtu.be/SRpVyzagXLQ

"It must be 2 o'clock" that was when I saw the spike today. There are times during the day when trading activity peaks an lulls, like night and day, dont you agree?

Thanks Dan
Think I will go back to an ice axe and crampons, as compound suggested earlier.

'whoever sold 42.8 million shares at 1.23.06 got a very bad deal?'
I guess its an average price and might be the party who managed the MCB for VOD treasury over the whole period.
Anyone know how that works?

..oh, its 2 o'clock

'Do you mean the CWW network?'
I guess it must be in that consolidation. I dont see regulation as a block to a deal, its a moat/ barrier to new entrants, and I guess why Vod is pushing for fewer market participants and the Italy deal in particular.

'Vodafone doesn't tick that box in any of its markets.'
Get your point. Vod is more like EE (121,TMob,Orange). I wonder if bt's universal service obligation might apply to Vod UK and the old MCL network (not sure where that is now..)

Fleccy, I think you are probably right about offbook/ onbook. Also mbc included in that mix!

Re takeover, I suspect anything Europe service based would get regulatory scrutiny for compliance/ non compliance with EU Articles/ BEREC etc. Whilst Africa is less regulated or unregulated. In either event, all subscribe to, or are renegotiating, WTO and GATT rules where each sovereign state has its own 'economic mix' and agenda.

Will be an interesting year. For example, will the EU allocate any of the €750Bn recovery fund in 2022 to an entity that is being sold? An acquiring company would be picking up a regulatory obligation! VOD management strategy is to get an allocation of the Fund this year to deliver on the 'social contract'/ welfare benefits/ rural access etc

*€750 Bn

Thanks Moneyboy, found this article/ link. Exciting stuff!

'If successful, a deal would create a telecoms powerhouse with a mobile market penetration of about 36% and combined revenues of nearly 6 billion euros ($6.80 billion).'

I wonder if it is also a catalyst for some of the €7501Bn EU recovery funding grant? 20% is allocated to digital and 70% must be distributed by the end of 2022.

https://www.reuters.com/business/media-telecom/exclusive-vodafone-iliad-talks-combine-italian-units-sources-2022-01-22/

'The main problem here is of course the debt'
Debt is part of all the capital used to fund the business. I dont think of my mortgage as funding my weekly food expenditure. VOD is a regulated business and if the return is not fair it will revert to mean average in agreement with the regulator. Thats Nicks message at the moment and the current performance/ efficiency narrative is underpinning a glide path up to 145 mid year imo

FY guidance was increased at H1 and Q3 reporting 1st week Feb will confirm if on track

https://invst.ly/x6ogt
Compound called a 'shooting star' candle this week which we got, not perfect. I would guess 115 support unless the market melts down? Even then, value buyers exiting growth should provide some more support around 111 and so ona imo

'maybe theres a mystery seller?'
LoL