Member Info for danielh

Oh well, It looks like the evil mole -man might get his evil way. But he says he is getting a bit bored, & can't get no satisfaction, he sounds like Mick Jagger?

Not too bad a finish today, vod staying positive & beating the f.t.s.e.

It looks like the de ramping duo are back!

mehmehmeh. Thank you for that, I think vod would be better off holding on to them then? Why sell?

mehmehmeh. So how much would vod be able to sell Australia, Spain, Italy, & India, for? & who is going to buy it? whowhowho?!

Well lets all hope GLTader's amazing valuation of around £2.20 posted on the 23rd March is accurate. A bit optimistic I think, but we can all live in hope. Good luck to all vod shareholders.

Hi Rob. When are the results? I need to make sure I have got a bottle of the hard stuff ready just in case?

What all kicked this off was firstly meshtrader's over the top suggestion that the stock market is all crooked & controlled by cowboys, crooked banks etc & suggesting vod is way undervalued. Of course the stockmarket is not a charity & far from perfect. This was then followed by mole-man trying to swing the pendulum the way with his figure of 1.24. & his debt figure of 85billion euro. I thank mole for at least to trying explain these figures, but his figures make no sense I feel. As for robleo's comment that vod is worth what the sp says it is, that may be true, but I thought the whole point of investing is trying to work out if a company is under valued, which is what many are trying to do. Sounds though like you, (robleo) have given up on that one, I can't say I blame you, but you can't blame some for at least trying. Bad day today so far of course, but lets hope it recovers. As I have said before many just come up with whatever figures suite there argument best?!

Sorry my cash figure held by vod was wrong, but still a considerable amount & should obviously be taken into account. I did see a figure of 13 billion euro's, but that may be an old figure?

Hello mole. You forgot to add on the cash that vod would still have of about 15 to 25 billion, what happened to that? Of course the cash isn't sold as you said, obviously kept by the vod shareholders. Come on mole? think about it please?

mole, thank you for that, but I am not sure where you get this debt of 85.8 billion euro from? I suspect though it includes liabilities of about 35 billion which is obviously not the same as debt. I think though we should agree, that mesh was confusing the matter with his asset valuation? Of course as to vod's valuation your 1.24 is spot on according to the L.S.E. share price, but that is obvious, many on here though think it is undervalued. It all comes down to the value of the intangible assets, which as the name implies are intangible, & also the liabilities, which of course as the word also implies, can't be fully evaluated at the moment. I do think many just come up whatever figures suite there argument? I am looking for figures from both sides, because it is the only way to get anywhere near the answer?! cheers.

Hello mole-man. Please can you tell where you get this £1.24 from. If they sell the parts for 100 billion, pay off net debt of 40billion, that equals 60billion, then divide that by the number of shares, which is 27 billion, you end up with £2.22. per share. Apart from the 100 billion for the parts, the other figures ,I just googled, so I think they are correct. As for the 100 billion for the parts, well who knows where that comes from, but it is the figure you used to somehow get to this figure of £1.24. I would be very obliged if you could tell me how you worked it out. Thank's mole.

Hello mole-man. Please can you tell where you get this £1.24 from. If they sell the parts for 100 billion, pay off net debt of 40billion, that equals 60billion, then divide that by the number of shares, which is 27 billion, you end up with £2.22. per share. Apart the 100 billion for the parts, the other figures I just googled, so I think they are correct. As for the 100 billion for the parts, well who knows where that comes from, but it is the figure you used to somehow get to this figure of £1.24. I would be very obliged if you could tell me how you worked it out. Thank's mole.

Fred Rubble. I thought were being rude with your post at 1st, but very funny. You sound like a man though, but hopefully not a mole? (A cave man perhaps). Yabba Dabba Doo.

I did expect the sp to fall today, so I am pleased at the moment, but still worried, lets hope for a good week. I am still baffled however by the big fall after bank of America's downgrade.

Lots of low predictions this week, Is there nobody out there who can go lower than the evil mole-man? boo-hiss!!

Hi robleo. As you say It's only money? & you do still get £200 for passing go? Don't you? Don't do a Boris though ? Becker that is, & land up in jail? (It is much more than £50 to get out now days)! As for the other Boris? who knows? I am very edgy about tomorrow, so any re assurance would be nice. Soton, I hope you have a great holiday in Norway, but my wife is more into sun, sand, & sangria than Norway, so although I would love to go there, on a cruise perhaps, it's unlikely. Sorry if I am monopoly' ising this forum??!! Sorry, showing my age again, but they don't come up with games as good as that any more?! We just have make do with the stock market instead!

Hello mole-man, Your post is very welcome to me if correct,because it saves me working it all out. But I would like to point out if your figures are correct you have come with vods tangible net asset value, of about 1.24, far higher than most would think. The intangible net asset value however is considered to be much higher than the tangible net asset value, of course. I think both you & me realise that meshtrader is probable much better at multiple differential equations that he refer'd to in his post, than complex company evaluations. Of course as you know vods tangible net asset value is considered to be far lower than 1.24. Vod is worth what the market values it at. Of course it may be undervalued,as I think,or way undervalued as mesh thinks? Or it may be fair or over valued as you probable think? Anyway as you know I am very positive about vodafone, although it is having a bad run lately. You, I guess are far less positive, but at least your posts make sense. Boo hiss.

meshtrader. What is this name calling you refer to? You mentioned a bunch of cowboys, & BankofPhuckingAmerica, hardly sounds like the words of someone who has educated them self. I don't know why my age should have any relevance, I don't know how old you are, & frankly I don't care, I just didn't agree with your post, that's all, sorry mate. You said in your post "the sum of the parts is worth in excess of 100billion if they were to sell the lot" So I was merely pointed out, for that to be the case, you obviously need a buyer,or buyers to sell it to, otherwise your valuation is totally meaningless? Who says it's worth over 100billion, or shall we all just take your word for it? Nothing would please me more than to believe vod is worth more than 100billion of course,but it would help if you came up with some evidence? I do of course agree that the current sp undervalues vod, but it might help if you don't exaggerate. As for me sorting myself out & getting a life, I could say the same about you, but why would I? It's a totally pointless comment, & is hardly a comment to expect from someone who is educated & doesn't like name calling ,as you put it?

meshtrader. give us a break? this is the stock market, You sound like a cowboy, Stop as this bull ****? We are all cowboys, trying to make money, so don't pretend otherwise? I agree about vodafone & I am a big ,supportive / share holder, so please come up with some constructive comments? So, vod sells for 100 billion? to who? Complete nonsense? If any of you wise guys have a better plan than Nick Read, then let us know please, because if not you are just a load of know nothing idiots.