Member Info for booboobooboo

Https://finance.yahoo.com/quote/ASTS/

6% of are market cap is covered by our AST holding ATM.

She must have read todays broker report.

For me next we thanks

Does O2 or EE have AST ,Google ,Microsoft partnerships?

Https://www.vodafone.com/news/corporate-and-financial/vodafone-microsoft-sign-10-year-strategic-partnership-generative-ai-digital-services-cloud

Microsoft also intends to invest in Vodafone’s managed IoT connectivity platform, which will become a separate, standalone business by April 2024. The new company will attract new partners and customers, driving growth in applications and expanding the platform to connect more devices, vehicles, and machines.

The digital services generated by the new partnership will use the latest generative AI technology to provide a highly personalised and differentiated customer experience across multiple channels. They will be built on unbiased and ethical privacy and security policies under Vodafone’s established framework for responsible AI.

Vodafone and Microsoft to transform the customer experience using Microsoft’s generative AI.

Vodafone to scale its new standalone IoT business with Microsoft.

Partnership will expand M-Pesa to improve financial inclusion across Africa.

Vodafone to grow enterprise business with new Microsoft services for small and medium-sized businesses (SMEs).

Vodafone to accelerate digital transformation and operational efficiencies in virtual data centre migration to Microsoft Azure.

Agreed , the SP has been below £1 for nearly 3 years and i that time whenever it reaches 77p it pulls back never top return, this time its has bounced back .

Nice read thanks,

"Meanwhile, at Vodafone Business — an area which the FTSE company has identified as a key money-spinner — organic service revenues increased 4%.

With the balance sheet in a better place, too (net debt dropped by a third last year, to €22.4bn), the company’s in a stronger position to invest in its operations across these territories.

Reflecting recent restructuring, earnings growth is tipped to accelerate from 5% in the last financial year to 10% during fiscal 2026. And it’s tipped to pick up further next year, to 13%.

I think Vodafone could be destined for sustained growth from this point onwards, as increasing digitalisation drives demand for its services , I am give this a BUY recommendation .

Just checked and 24.99% is the highest they are allow to go ,when they reach 20% they can add another non -exec to the board.

Its being shorted cos they are all as thick as thieves, where do you imagine the shorters are getting their shares from?

Take advantage ot the situation and buy more VOD ,it will work out to be even cheaper for you cos you have had to pay for the dodgy broker note.

I thought the GOV had restricted them from holding more than 15%?

Https://www.vodafone.co.uk/newscentre/press-release/new-era-of-connectivity-for-uk/

I think sometimes its hard to see the trees from the woods, VOD might be only 74p ATM but in the future its clear to me they are going to be hugely dominate force in the UK . The AST JV will proved a new avenue stream for the business and the Microsoft JV makes a lot of sense too.

I hold 500,000 and I am holding on to every one of those shares netting a very nice and in my opinion safe div until the BUYBACK is over and we can start to rise again to a £1.70 - £2 range.

75.5p for next week

75p

73p for me

Looking forward to seeing next weeks broker re-ratings.

My 80p for Friday prediction looks like coming off.

Some people just don't know a good set of results when they see them,

80 plus here we come!

Https://investors.vodafone.com/performance/financial-results-and-presentations

Net debt: Decreased to €22.4 billion (€33.2 billion as at 31 March 2024), primarily driven by the proceeds from the sale of Vodafone Spain for €4.1 billion and Vodafone Italy for €7.9 billion, as well as the 10% stake in Oak Holdings for €1.3 billion, offset by equity dividends of €1.8 billion and the share buyback of €1.9 billion.

The connectivity we provide continues to be critical to the way that people interact, businesses operate and government services function.

A year ago I set out my plans to transform Vodafone, including the need to right-size Europe for growth. Since then, we have announced a series of transactions and we are now delivering growth in all of our markets across Europe and Africa.

Much more still needs to be done in the year ahead. We will step-up investment in our customer experience, improve our underlying performance in Germany and accelerate our momentum in Business, whilst also continuing to simplify our operations throughout the Group.

We are fundamentally transforming Vodafone for growth.

Margherita Della Valle,

Group Chief Executive

80p