Member Info for Curtin

Thanks Roofer!

Happy to have beaten the Android, not so happy about the markets (and almost everything else) these days.

Vodafone is still a bright spot.

Have a great weekend everybody!

Shares in INWIT, an Italian telecom tower company, extend Thursday's losses and fall about 10% as the towers company cut its 2026 and mid-term outlook. On Thursday, peers Telecom Italia and Swisscom Fastweb announced plans to build 6,000 telecom towers across Italy, sending INWIT shares 16% lower.

He is in good company. Everybody here has been missing for 3 days!

No problem Roofer, let's try to beat the Android then!

108p for me please Roofer.

I had not realized that Oracle wasn’t a human being!

Although energy costs are a relevant part of telecoms' total costs, I believe that in this situation Vodafone should still be regarded as a defensive stock. Besides, when Vodafone reaches the lower Bollinger band, it generally bounces back.

108p for me please Roofer

Maybe this news explains the current weakness of the stock price?

UK's O2 launches Europe's first smartphone satellite service

26/02/2026 01:01 - RSF

By Paul Sandle

LONDON, Feb 26 (Reuters) - Britain's Virgin Media O2 launched Europe's first satellite-to-mobile service on Thursday, bringing text messages, WhatsApp and Google Maps to customers using regular smartphones in locations with no network connection for three pounds ($4.06) a month.

O2's British rival Vodafone made the first-ever video call over satellite from an area with no terrestrial mobile coverage using a regular smartphone in January 2025. It plans to launch a full satellite-to-mobile service with its partner AST SpaceMobile (ASTS.O), but it has not yet set a date.

117.13p for me please Roofer

117.13p for me please Roofer

Danielh, the part that I clearly understand is that lately you are are making a serious amount of money.

That is good: as Deng Xiaoping would put it, "to get rich is glorious".

Have a nice week.

Sorry, multiply by 2/3

111.3p for me please Roofer (calculated as follows: take LTI IQ and divide by 2/3)

The comment provided by Vodafone concerning the reduction of operating profit is: decreased by 52.7% to €0.5 billion in Q3 , due to M&A including the temporary non-cash accounting impacts of our Indian simplification activities.

This is the detail. My interpretation is that “restructuring costs” and “other (expense)/income” could be non-recurring items. However, the increase of “depreciation and amortisation” looks like structural.

Q3 26 Q3 25

Group Adjusted EBITDAaL 2,816 2,828

Restructuring costs (143) (40)

Interest on lease liabilities 158 127

Profit/(loss) on disposal of prop….13 (4)

Depreciation and amortisation (2,206) (2,018)

Share of results of equity... (30) (26)

Other (expense)/income (125) 155

Group Operating profit1 483 1,022

I think it definitely can. After all the price has gone up 70% during the last year.

However, I expect a lot of volatility in the run up.

Yesterday I made a mistake and sold some shares. Today I made a mistake again, but Vodafone is still my largest position.

I’ve also sold a few ones; I’m sure the price will go up even faster now, but I want to stay on the safe side. The price has gone beyond the upper Bollinger bar and the trading update is approaching.

108.8p for me please Roofer

103p for me please Roofer

102p for me please Roofer

101.5p for me please Roofer