Member Info for Curtin

Sold about 4% of my Vodafone shares at 80.98p.

Probably not a smart decision.

She was not alone, other Vodafone managers also bought.

Aggregate price in excess of 500,000 GBP (including Margherita)

As already mentioned by larry6 and others, Barclays has reached a significant exposure to Vodafone. What puzzles me is that the bulk (5.05%) is through financial instruments that will expire between June 25 and May 27 (see Investing.com below), which seems an extraordinary vote of confidence made by Barclays (or by somebody else through Barclays). However, the sp is down…

The details reveal that Barclays PLC, through its various controlled undertakings, now holds a total of 5.33% of voting rights in Vodafone Group. This figure combines 0.28% of direct voting rights attached to shares and 5.05% through financial instruments such as Contracts for Difference (CFDs), put and call options, equity swaps, and portfolio swaps.

The majority of the financial instruments are set to expire between June 20, 2025, and May 28, 2027, with cash settlements being the predominant method for the instruments. The notification outlines a complex web of controlled undertakings that funnel through Barclays Bank PLC, affecting the total voting rights.

I agree, it could make sense to slow down the buybacks before ex dividend date and to accelerate afterwards, because the market has a tendency to overshoot, as it happened today. The price movement explained by the ex-dividend is approximately -2.5% but today the sp went as low as 72p (-5%). For the future who knows, but I keep my fingers crossed.

78.5p for me please Roofer

Thank you wendsworth. Actually, slightly after 3pm I saw that the price was fluctuating quite wildly between 74p and 77p. I’m happy that the closing price was above that.

When I’m 66…Vodafone gives me a gift

I sold a very small percentage of my shares only to make sure that that price I saw on the screen was real

My birthday is on the 20th of May.

Please Vodafone take note of that!

Luka’s decision to leave is certainly a problem, but not necessarily a reflection of Vodafone’s situation. The new assignment is in Germany and he will be CEO of a company with a comparable (or higher) capitalization that must be restructured. Therefore he’s is probably leaving simply because the new job is appealing.

71.5p for me please Roofer

BOE expected to cut rates.

That would certainly help Vodafone sp

68.9p please Roofer

Thank you Macy, the document published by Redwheel is excellent. Now I can say that the issue is more complex than the discussion here would suggest. However, reading the document I feel that for Vodafone buy backs are appropriate.

It’s not easy to understand why the merger, that used to be a plus, suddenly becomes a minus. Besides, difficulties in Germany are nothing new and should already be incorporated in the stock price… And the revised price target is still 25% higher than the current price.

I agree.

I would add that the impact of tariffs on the telecom sector , if any, should be only indirect.

22 January 2025

We would like to inform our esteemed customers about a significant development in the telecom industry. In a recent move, the Nigerian Communications Commission (NCC) has approved a request by major telecom operators to increase tariffs by up to 50%. This update may affect various services, including SMS, call rates, data plans, and even voice OTP charges.

68p for me please Roofer

Vodacom, majority-owned by British Vodafone (VOD.L), is targeting financial services revenue growth of between 15% and 20% by 2030, as it scales beyond core financial services, introducing products and services such as wealth management.

Overall, full-year group revenue is seen accelerating to just over 200 billion rand ($10.80 billion) by 2030, from 151 billion rand in 2025, according to the presentation slides.

The sp performance is not consistent with the analysts’ consensus. The average consensus for 2025 and 2026 looks decent to me, particularly concerning net debt and adjusted earnings per share.

https://investors.vodafone.com/performance/analyst-coverage-and-consensus

I start to believe that GSI is intentionally driving the stock price down, in order to buy back shares at the lowest possible price