Member Info for fleccy

Dooogle, no large player is interested in QBT, as I've said previously the low trade volumes and values prohibit large bets on the price movement. Any large trades are likely to move the price significantly in percentage terms, so why would any entity risk a large trade that would most likely be locked in? A trade is just a trade and there's a seller for every buyer, whether or not a trade is registered as a buy, or a sell, depends on where the trade goes through within the bid/ask spread.

Just to add, Hybrid Bonds get difficult when you pass the next call date; In the case of this bond BT are closing the debt before the next call date, which is normal for Hybrid Bonds.

XS2119468572 Actually matures in August this year.

The €750m Bond matures in October 2029.

https://www.bt.com/about/investors/financial-reporting-and-news/debt-investors#euro-bonds

"That makes zero sense, if the leading ASIC chip manufacturer isn’t cuckoo for believing in QBT, then why am I cuckoo for believing in QBT?"

Where are you getting the impression that a leading ASIC manufacturer believes in QBT? Signing an NDA doesn't imply belief, anyone can sign an NDA without committing to anything else. They might have signed the NDA to watch a demo, but that doesn't mean this will lead to anything. What did previous QBT NDA's lead to? Nothing that I've seen.

What makes you think that?

"At 9:37 a.m. ET, just minutes after the opening bell, Trump posted on Truth Social that “THIS IS A GREAT TIME TO BUY!!!” That post ended with the letters “DJT,” which is both the president’s initials and the ticker for Trump Media & Technology, the parent company of Truth Social that he holds a majority stake in"

https://www.cnbc.com/2025/04/09/trumps-morning-buy-call-nets-huge-returns-for-those-who-listened.html

"USA hold all the cards"

It appears the hand they're holding has an abundance of Jokers, which is why they bottled it today. Anyone who thinks the US losing Chinese manufactured goods wont hurt is having a laugh, as I said previously it's great for the rest of the World because we'll benefit from even cheaper Chinese goods. I wasn't joking when I said I'm thinking of increasing my Home Battery capacity, I'll be keenly watching the prices of LFP Batteries.

The US still needs China manufactured goods, so this is still going to cause price rises for US consumers, unless the US allows backdoor imports via countries like Vietnam. This is far from over, China can still trade with the rest of the World and probably will at discounted prices. My Solar panels, inverter and home battery were all manufactured in China, as was my mobile phone, the US is inadvertently making China manufactured goods cheaper for the rest of the World; I might increase the size of my home battery storage if this bring prices down.

Mole that is B0110X, if that was true the EU would be hit with higher tariff's like China, since the EU introduced Tariff's on US goods earlier today.

https://www.politico.eu/article/eu-takes-revenge-on-trumps-metals-tariffs-approved-as-countries-close-ranks/

Clearly they've bottled it, of course they're not going to admit that.

Is this because they're scared of World trade diverting away from the US and toward Asia? The tariff's don't take into account the fact that the rest of the World can trade anywhere, without the US.

Apparently Trump has announced a 90 day pause on "reciprocal" Tariff's, apart from 10% universal tariff, except for China where he's upping the tariff to 125%

"So are you saying the ASIC chip manufacturer is living in cloud Cuckoo land"

Nope, I'm saying you're living in cloud cuckoo land.

"The Teachers Insurance and Annuity Association (Tiaa), which provides financial and services and manages $1.4 trillion (£1.1 trillion) in assets for millions of American workers, says calls about its retirement products and online account logins have spiked nearly 30% since last Thursday.

That's the day after President Trump outlined his tariff plans from the White House Rose Garden. Tiaa says the added call volume is being driven by the flurry of market news.

Since then, financial advisors have largely been urging clients to stay the course and keep a long-term view in mind.

"I remind them if you sell, you may be locking in losses and someone else is buying your investments at a discount," says Evan Potash, executive wealth management advisor at Tiaa. "I remind my clients that we are prepared for market volatility.""

https://www.bbc.co.uk/news/articles/c7vnz23gl11o

"What is very telling though is that you agree that we are all going to be very rich"

Only if you live in Cloud Cuckoo land. It takes a lot of money to produce a prototype ASIC, a manufacturer wont finance it unless they're 100% sure the method reliably works and you need a lot of processing power to prove that. I'm not sure a demo using an FPGA will be enough.

I did suggest in a previous post, can't remember if it was in Vodafone chat, that the algorithms don't understand tariff's and the fundamental impact on different sectors. US citizens are watching their 401K's going down the toilet, and unlike us they're not used to seeing their stocks fall in value; The longer this goes on the more pressure on the US administration, and if there isn't a pressure release soon there'll be massive fireworks in the US. You can already see the frustration in interviews on media outlets like CNBC, wont be long before something in the US breaks.

Trump has moved too fast and tariffs wont fix the US manufacturing problem. I'm frustrated about the loss of manufacturing in the UK, so I can see where Trump's coming from, but trying to force the genie back into the bottle wont work.

"it needs a lot on the external geo-political side of things before "recovery play" can be brought into things"

It makes no odds to me Poker, all I'm interested in is the dividends. We held onto and added more to all our stocks through Covid, and increased our dividends coming out the other side. As far as Vodafone is individually concerned, as I said there's a risk with any investment you pay your money and take your chances. If people see Vodafone as a dead duck then they should avoid the stock, personally I don't see it that way. What baffles me is why companies like Vodafone and BT are being disproportionally hammered by this, since logic suggests that Telecoms are least affected by tariffs and as I said previously, should governments decide to target US tech giants, especially digital services, then Telecom companies would be among the entities that'd step in to replace US tech based digital services.

"I agree with your points, if it is in the correct company. VOD is not a good company to be doing it in"

Maybe, maybe not, any investment is a risk. Vodafone are still a Telecom behemoth, with assets in various developed and developing economies, there's nothing to suggest that Vodafone isn't a recovery play at the current valuation.

Mole you like the US tech giants, but their business models could get annihilated should countries/trading blocks decide to hit back at US digital service providers, and US manufacturers like Tesla. I'd say there's far less risk investing in Telecom stocks than the US tech giants.

If you think that digital services like AWS, Google and Microsoft can't be targeted by Governments, think again, the thing about digital services is that they can easily be replaced by local providers.

Mole by using dividend reinvestment and adding new capital, we massively increased our annual dividend income as a result of the turmoil during Covid, even taking into account dividend reductions. The investors who are really feeling the pain are the one's targeting capital gains from growth stocks that don't pay dividends. If we decided to reinvest all our upcoming expected £26,000 tax free dividends, for the current tax year, we could increase our dividend returns considerably going forward, so dividend reinvestment is growth by other means.

Well you could say the same about any stock, or investment, so it's meaningless. Dividend paying stocks are as good as you get in a volatile market, our dividend paying stocks will give us income irrespective of where the share price goes as a result of this turmoil. We're looking for some really nice chunky dividends over the summer, the short/medium term price action is irrelevant.

"If there's a bond sell off. Vod is imho not a defensive play imho"

Why, please explain how a Bond sell off will affect Vodafone?

"the problem VOD may face, along with many other carriers is potentially much lower rate price expectations from customers combined with a sharp drop in customer volumes too"

Why would customers expect lower prices? Price increases were previously based on inflation, but now the Telecom companies just charge what they can get away with dependent on competition. If the Central Banks drop interest rates then that'll stoke inflation, which'll allow service providers an excuse to increase prices even more, so there's some contradiction in what you're saying.

Why would there be a drop in customer volumes? Most people these days would miss meal's before they'd lose their mobile, so I disagree with your view on that.

You'll have to work harder on the negative narrative's you're trying to promote, since that post was unconvincing.