Member Info for booboobooboo

Openreach, a wholly-owned subsidiary of BT Group, does not independently report a statutory after-tax profit because it recharges all its costs to its parent company. However, in its latest regulatory financial year, Openreach generated £6.15 billion in total revenue and reported £1.79 billion in operating profit

Because Openreach acts as a wholesaler, it does not sell broadband or phone packages directly to the public. Instead, it leases access to its network to more than 680 communications providers, including Sky, TalkTalk, Vodafone, and BT’s consumer division

Openreach owns the physical broadband and telephone network infrastructure across the United Kingdom. This includes the "last mile" cables, street cabinets, and exchanges that connect homes and businesses to phone and internet services.

Openreach owns the physical broadband and telephone network infrastructure across the United Kingdom. This includes the "last mile" cables, street cabinets, and exchanges that connect homes and businesses to phone and internet services.

It’s an Openreach ipo listing that is the way forward

BT’s international business (formerly BT Global) does not have a single public valuation, as BT Group no longer lists it as a distinct financial reporting unit. However, based on recent reports of ongoing sales talks and financial data, the standalone business unit is estimated to be worth around £1 billion to £1.5 billion

Sorry correction 116p

113p

101p

Danielh

Posted in: VOD

Posts: 5,954

RE: Friday prophecy15 Feb 2026 19:09

Fleccy. I have 320.732 vod shares. So at my wild guess (1.20). of what I paid for them I am down about £19.000 Excluding div's. I have been buying a lot of vod shares in the last 2+ years from 68p upwards. So I am happy because before that I was probably down about £160.000. As I have said many times vod has been a disaster for me in the past, but it could turn. I am not interested in braking even, I can afford to lose, so 1.20+ here we go. I could bang on about how much I have made on other investments in the past, but seeing as this is the vodafone forum why would I?

Why do you not know you can re invest your divs if you have 300k plus shares?

Is that POLO TANG buying pushing the share price up?

Https://www.vodafone.com/investors/video-library?id=vodafone303

https://www.vodafone.com/investors/video-library?id=vodafone304

Col agreed ,but they can't continue paying out 2.5% more every year if FCF continues to grow £500m pa when debt is still within their 2.25 -2.75 range .

My point is 2.5% increase only just qualifies as being a progressive dividend by the skin of its teeth buy you cant carry on with a 2.5% year on year if FCF is increasing by 20% pa.

One positive is Daniels dick is a whole lot smaller now than it was this time yesterday and it was on the small side even then.

Https://investors.vodafone.com/~/media/Files/V/Vodafone-IR/documents/performance/analyst-coverage-and-consensus/consensus-output-july-v1.pdf

Adjusted free cashflow came in at the top end of their predictions (2.6B Euros) ,if they cont. to follow this trend ,adjusted free cashflow will be 3.5 B Euros by 2028 .

Worth noting that the cost of the entire 4.5C dividend is only 900 million Euros p.a .so a 25% div increase would only cost 225 million more.

EBITDA grows 8 % and next year Vodafone are predicting 7% EBITDA growth .

I am fully loaded ready for tomo cos i think we are going to be hearing more about the "3" takeover and how the company are planning to strategically lean into the T/O synergy savings.

Https://www.cnbcafrica.com/media/7778499296755/vodacom-s-fy26-heps-up-229-on-africa-wide-growth-

Vodacom increase their dividend by 20% , revenue and EBITDA increase around 20% also.

122p by lunchtime!

131p