Member Info for danielh

Thanks mole man. I still don't get the implications of this, I will look to see what happens around the 12th, but I feel that any fall is already priced in?

mole-man. Do you not think,that vod have no choice but to keep up there heavy debt, heavy gearing strategy to have any chance of competing & expanding & increasing there profits. Surely if they just pay off there debts they will just stagnate. As for alchemy, well we all know alchemy doesn't work most of the time. ---Of course the bond 7% is real, but is probably already factored in, & is certainly not going to cause the sp to plummet over night, ex divi like as previously suggested!

Hi mole-man. When do you think this 7% bond dilution will hit the sp? I shall be watching out for that. You sound very unimpressed with all this. Don't you think the float will be good for vods credit rating? As for London, well of course because we are British & proud of it, but if we were German we might feel different. I'm sure vod had there reasons, don't you think?

Jg68 Generally good for the vod sp I think, but if the vantage sp falls then probably a negative impact, & vice versa. Apart from paying off some debt with the sale of some of the shares, the float will realise the value of vantage, so should push up the tangible net asset value, as opposed to an intangible value. Vodafone will also collect a dividend(not vod share holders) which will help the vod balance sheet. They could use the divi's to help pay off debt, but don't hold your breath as I think the vod management believe in high gearing which may be the only way to compete in this very cut throat environment.

costas. They buy them the same as everybody else, through a broker, who deals on the Frankfurt stock exchange.

Mary. Thank you very much for your post, To be fair, it is probably a bit late in life for me to learn a good trading strategy, but I find it all very interesting. I made a lot of money in the early privatisation days, but now I am just a long term holder of vod, but who knows, I may be tempted to float the boat out. Most of my profits were made before home computers, so it could be a bit of a challenge for me now. I think if anybody wants proof that the investment world has lost the plot, just look at bitcoin for your proof. It will all end in tears I think?

Mary. (vodafone)Thank you for your very interesting post. It sounds like you are doing well, so well done of course. However I find your advice almost meaningless. I.E. Your example. Company X -gets whacked by down market or broker downgrade & is obviously oversold, How do you know it is obviously oversold? There may be very good reasons for the selling, are you saying that every share that falls after a down market/down market, will bounce back. You say no rationale, but how do you define no rationale? It's just your opinion surely? I, & many thought vod was obviously oversold when it dropped from £2 , some time ago, but we were wrong. As for the reason, with hindsight, there may have been a good reason? You obviously have done well, but how do you know luck didn't play a part, & even if not, you still haven't said how you know which shares to invest in. You can tell me, I WON'T BLAME YOU IF YOU GET IT WRONG. Seriously though, it is very frustrating when some come on here suggesting how easy it is to make loads of money, but just just talk about how obvious is, with the benefit of massive amounts of hindsight. For every big winner like you, there are plenty of losers, who wont be posting on here. Thanks though, & if you can teach me a thing or 2, I won't hold you to it. Sorry, I forget to change the subject from bt.

It took me a while to get that one, not sure your friend will get it though, but I could be wrong? One thing though, you seem to be getting a sense of humour at last? I like that, not a lot, but I like it.

Robina. Don't you think we are all a bit bored by now with this sods law mentality, If I buy it will go down, but if I sell it will
go up. Come on, give us a break?? Surely you don't really think we are all that stupid do you??????????

Mary. I assume you were talking about vod, not B.T. You should change the subject, otherwise it can be confusing. Your divi return on bt would be 0%!!

Hello Mary. 13% & sub 60p sounds great to me, but without knowing how many shares you own, it's not possible for me to judge how well you are doing. If you buy a lot of shares now you get over 6%, & 6% of lot of money, is probable a lot more than 13% of a little. Obvious I realise! Still you are doing better than me, so good luck. Averaging down of course only works in a falling market, so as always It's about predicting sp movements, easy with hindsight,or a crystal ball, but otherwise difficult I think.

mole-man. The vod sp would need to fall to about £1 to give an 8% yield, now you are scaring me, again, I just hope you are wrong.

Equals 1.28. Ok, so who knows in the morning, but looking good. Come on vod as D.Jones said earlier. I need to get this back to 1.31 to break even on my last purchase. Then I only need to get to 2.20 ish, is that to much to ask? Pigs might fly,but if they do, I have a lot of money on them.

mole_man. What kind of yield do you think vod should be then, More than the current 6%? is that what you are saying. You seem to be very well informed, but sometimes it would help, if you explain your remarks more clearly. B.T have a zero yield at the moment, & they seem to be doing ok. You say vod is a risk asset? all shares are, So is vod more so than most? We all know about the big debt. Just please explain your comments more clearly, otherwise surely you are just making wild assumptions.. Keep it coming though!! Wild or not!! Super fun??

CSDI. Thank you for your post, & support, Clearly there is one on here who has taken a big dislike to me. Of course he is entitled to his opinion, & I think I may try & take his advice & not post to him any more. He seems to have succeeded in his quest to drive away many opinions on here. There is always a danger,when someone accuses others of bullying, they turn in to one themselves. However I wish him well, as of course I may be reading him wrong, & he is just trying to keep the peace. You beat him to the Nobel prize though, any day! Good luck to patience & all.

Instead of having a pop at me, why don't you do something constructive & try to talk to Mikey. Many on here have tried to ask him why someone who works for vodafone, has share options,& owns shares in vodafone is so negative in such a repetitive way, with no explanation. I have tried many times to get some kind of answer from him. He just says "block me then", or he claims to block me ,but doesn't. I hold a lot of vod shares, & this is a vod forum,so I am entitled, as is anybody else is to criticise Mikey for his posts when he can't even be bothered to respond to anybody, except to say if your don't like it block me. I don't know why you are so protective of Mikey, but perhaps you could help him better in other ways, but not trying to bully (your word, not mine) me.

Patient, FTSE down today, but Vod on Nasdaq looking ok, so you may get your 1.26 tomorrow, good luck with that. I keep thinking about spread bet day trading the vod sp, but just think it's very risky, so probable wont. This fancy dress you are into while driving your Bentley, sounds like fun!!

CSDI Good luck with all you shares. Although I have no intention of selling my vod shares at the moment, & welcome the high divi, I have learnt one thing, not to buy a share just for the high divi, as it comes straight out of the share price. My share price analysis by the way, was supposed a joke about a very repetitive poster on here. --- SSE reminds of the good old days, when you could buy privatised shares at a bargain price, I bought shares in most of the electricity companies, & made a lot of money. A different world now of course.

CSDI.. Did Peter Lynch, give constant, mainly negative, all day long predictions of the vod sp as well then?? Perhaps he works for vodafone?? Good luck with SSE.

Nice finish though, if you are patient. I Hope the Daq holds too. Good luck.