Member Info for Curtin

BT is doing fine, but European TLC are going down: Orange -2,8%; Telefonica -3,5%; Deutsche Telekom -1%.

PotatoSpacechips, thank you for your very informative and reassuring comment! Concerning dividends, we’ll see, maybe a small reduction this time could impact positively on the SP.

I agree; however, considering that Vantage Towers went up 20% since March, the value attributed by the market to "all other things" went down 25% and debt was already there. I do not see clear reasons for that performance.

Hi, I’m new here. I remember a very good comment made some days ago about the valuation of Vodafone versus Vantage Towers. Following on that, the current market cap of Vantage Towers is 13.0B£; 81% of that is 10.5B£. The current market cap of Vodafone is 31.5£.
In other terms, one third of the value of Vodafone share is represented by a conservative and stable asset and two thirds by what I consider an undervalued asset.