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Thank you Roofer! I confess that I would have preferred not to win and the stock price to stay were it was this morning.

Nevertheless, I agree that it has been a great start to the new year and I’m confident that this trend will continue.

Today Goldman Sachs is positive on telcos but not on Vodafone

BUZZ-GS sees 'sustained growth step-up' for EU telcos in 2026

10:05 - RSF

** Goldman Sachs reaffirms its bullish 2026 outlook for the European telecom sector, citing sustained growth potential in digital infrastructure

** Organic growth from fibre deregulation and concentrated mobile markets supports a "sustained growth step-up" not yet reflected in consensus, GS says, with British BT (BT.L) and Dutch KPN (KPN.EQ) standing out

** "Inorganically, mobile consolidation remains a key upside catalyst," adding that operators are optimistic about receiving EU approval

** It cuts Spain's Cellnex (CLNX.MC) to "neutral" from "buy," citing uncertainties regarding the structural growth outlook for the towers sector and lack of near-term catalysts to reassure investors

** GS retains "buy" rating on Italian tower peer INWIT (INW.MI), noting a greater scope for positive catalysts after share underperformance

** It highlights BT, Tele2 (TEL2_B.EQ), Telenor (TEL.EQ), Telia (TELIA.EQ) and Deutsche Telekom (DTE.EQ) as "buy" stocks, while Vodafone (VOD.L), Sunrise (SUNN.VX) and Swisscom (SCMN.VX) as "sell" stocks

101p for me please Roofer

Boo boo means that without buy back the price would be 82p, if I understand your question

Thank you Daniel, happy new year everybody! May the vodafone shares continue to perform in 2026!

98.5p for me please Daniel

Congrats Roofer, nobody can beat the bookmaker!

Merry Christmas

BUZZ-European telcos remain 'investable' but need a push, NewStreet Research says

12:21 - RSF

** The European telecoms sector is not expensive and remains "very investable", but needs "more synergistic M&As" and government support to outperform again, NewStreet Research says

** "We need to see more front-footed action from industry leaders," the brokerage says, citing state support into AI gigafactories or wireless infrastructure as potential catalysts

** NSR downgrades Telefonica (TEF.MC) to "reduce", saying its weaker growth outlook is not fully priced in

** It upgrades Cellnex (CLNX.MC) and Inwit (INW.MI) to "buy", viewing the market as "too bearish" on the tower outlook, as well as Tele2 (TEL2_B.EQ), for which it sees a good cash return story in 2026

** It raises Portugal's NOS (NOS.EQ) to "neutral", as rival Digi makes slower-than-expected progress on fibre rollout

** The brokerage still sees good upside in Deutsche Telekom (DTE.EQ), Orange (ORA.EQ), Vodafone (VOD.L), Telia (TELIA.EQ) and Bouygues (EN.EQ)

RATING AND PT CHANGES:

COMPANY RATING OLD RATING PT OLD PT

Deutsche Buy - EUR 43 EUR 40

Telekom

Inwit Buy Neutral EUR 11.8 EUR 11

Orange Buy - EUR 18.9 EUR 16.7

Vodafone Buy - 130p 120p

…

96p for me please Roofer

96p for me please Roofer

BUZZ-Vodafone rises after Barclays upgrades stock to 'overweight'

09:37 - RSF

** Shares of Vodafone (VOD.L) up 2.1% at 95.9p

** Barclays upgrades stock to overweight from equal-weight, raises price target to 120p from 100p

** Barclays expects 2026 to be a turning point for Vodafone, with a renewed challenger mindset driving UK broadband growth and strengthening positions in Germany and Africa

** Co’s multi-brand strategy and disciplined cost control underpin a sustained growth trajectory; UK momentum and Africa’s double-digit growth remain key drivers - Barclays

** 7 of the 20 analysts covering the stock have a "buy" or higher rating, 7 have "hold", while 6 rate it "sell" or lower; median PT is 85p - LSEG data

** YTD, stock has risen 40%

95.95p for me please Roofer

92p for me please Roofer.

Both the Fed and the BOE could cut rates by the end of the year.

94.1p for me please Roofer

I remember an interview by George Soros. When asked about common mistakes made by retail investors, he said that they tend to sell to early when a stock finally picks up. I made several times that mistake and don’t want to repeat it now.

It looks like a great day!

91.25p for me please Roofer

Maybe Vodafone price movements today can be (partly) a consequence of Cellnex taking a hit during the last week.

93.25p for me please Roofer

I agree, besides I'm sure most immigrants will choose Vodafone for their mobile phone plans!

88.1p for me please Roofer