The figures that you’ve stated in your previous post are very interesting. I use Stockopedia and the forecast figures for ‘25 which they are quoting is £320M revenue, eps 9p and 4.5 divi. I’ll keep an eye out to see if these forecasts are revised upwards following the managements bullish update.
what do you make the nav to be. my ‘packet of *** packet ‘ number for vod is about £1.25. any of you more experienced vodafone pundits have a valuation? cheers
It’s interesting to note the recent share purchase by CFO. Do any of you guys know if this was a ‘required’ purchase (he must own a certain amount of shares as per terms of his employment contract) or did he just buy on the open market?
The market is being pretty generous to high yielded shares today (with the prediction that interest rates have peaked) but it looks as though we’re missing out. Perhaps in due course.
Morning all, looking at Stockopedia the forecast figures imply that SFOR is going to start paying a divi from next year… Is this correct? It seems to fly in the face of the last two updates.
Apart from these guys like to pay themselves much more than sharing it! They do look cheap though, even with the RB prices way off their highs. Have you any profit, eps and divi figures pencilled in for next time Edward?
Celebrity trader Evil Knievil follows REA and he has provided a brief but positive update in his most recent column. He also stated that Panmure have put a target price of £2.50 a share on the stock.
I thought the downside of these two companies ( in spite of some fantastic fundamentals) is that from a takeover point of view they pretty much have it sewn up in terms of % voting?
… completely agree. I think some have continued to hold in the belief that maybe the structural change of the directors following the death of M Heller would be the event that saw a change in particular areas, this being one of them.