The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Not the Times article but something that appeared in the FT a couple of weeks back along the same lines.
https://www.ft.com/content/658e0a26-3f85-4a41-9a0a-2d0379dd974d
Vod could also do a deal with Three in Ireland but there’s no obvious synergies with Hutch’s other European operations. Apart from EU regulators being slower due to the more complicated consultations, they are still publicly promoting four networks per country. Vod investors need some patience, still. :)
With the exception of the UK perhaps where some form of deal could be concluded with Three reasonably quickly, don’t expect any rationalisation in Europe that would enhance the bottom line for at least eighteen months. Anything EU moves slow.
Aberdeen (ABDRN) comes out in support of Nick Reid and Co’.
https://www.telegraph.co.uk/business/2022/01/31/vodafone-shares-jump-activist-investor-dials/
There’s none better placed than the Board to appreciate the GSK consumer acquisition. I’d be happy for them to continue conditional upon some future divestment of Unilever’s more mundane brands. Longer term, consumer health has better growth prospects than processed foods so people should avoid short term thinking on this, imho.
Like many here I’m getting impatient with the way the SP has languished for so long and have wondered why a company so rich in readily divisible assets has not had a takeover approach from a private equity firm. Recently KKR tried it on with Telecom Italia offering about £9 billion for the company. So why don’t we see a similar approach for VOD? Is it because with a market cap’ of over £30 billion Vodafone is just too big for a private equity company to swallow or is it perhaps that this current price is actually all the company is worth?
Announced today that RYA:L will be no more. Good riddance as far as I’m concerned, detest the company and its CEO.
https://www.cityam.com/breaking-ryanair-confirms-plans-to-delist-from-london-stock-exchange/
A merger of Vod and Bt? No offence but if you think suchlike is viable then me thinks your knowledge of business and commerce is very limited and perhaps you would be better putting your savings into the hands of a recognised financial advisor.
That ‘gob****e’ O’Leary on CNBC this morning as usual blaming the company’s woes on everything and everyone but himself. RYA is more or less a ‘penny stock’ now and me thinks it’ll be bankrupt by year end. Good riddance.