The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Nothing seems to change the sentiment towards VOD, robleo. If they can get their German market performing better then maybe results might surprise to the upside. As Vodafone's biggest market Germany must be their main focus to improve overall profitability. I must confess though, I'm very disillusioned with VOD and its CEO. She hasn't really followed up on recent events with any major PR effort to boost investor confidence, which is disappointing and detrimental to the SP, particularly when enthusiasm for VOD is so low.
I see haggis or some other board monitor got my perfectly reasonable post, given the amount of posting haggis does, removed very quickly. Someone on here seems to have a lot of influence with LSE! Wonder what the connection is?
This share is completely unloved with Citigroup dropping their price expectation by 10p to a measley 68p! But the CFO just bought big with absolutely no positive market reaction and I bet you the CFO is better placed than Citigroup to make a judgement on future value here. The market clearly has it in for VOD and TBH unless we get better news on the 3 merger I can't see a quick route out of this hole. It's all very disappointing and costly!
I don't think any substantial rise is imminent. The current market cap is probably priced right for the expected increase in revenue from the Speedy deal. If we got news on the 200KW unit going out to ABB, then yes, a re-rate could be in the offing but unfortunately that's gone awfully quiet. Just my view.
Https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.ii.co.uk/analysis-commentary/stockwatch-it-time-buy-vodafone-shares-ii531117&ved=2ahUKEwi1p-Su-oCFAxX1VEEAHVU4Af8Q0PADKAB6BAgnEAE&usg=AOvVaw2tJ-E0v6QRsUVXQmARhq3k
More should be made of the recent CFO's purchase. It is very odd that the market completely ignored its significance.
And he's the chief financial officer so would know the income potential intimately. A great vote of confidence from Luka Mucic. Now maybe Margherita will buy some too. That would be most welcome. It's definitely comforting to see such a large purchase from an insider.
But if the SP goes up significantly then the new dividend becomes much less attractive. That's a concern as it might imply that the BOD are not expecting a material shareprice rise before 2025 although to be fair, other companies currently paying no dividend have seen their shareprice rocket. (RR) Personally I'd rather increase my capital wealth and forgo a shareprice hampering dividend payment. It would be interesting to hear some thoughts on the impact the dividend reduction might have on the SP and popularity of VOD as an attractive destination for pension funds and institutional investors.
From the pictures it's clear that the 30kw generator is fairly hefty. It looks like X3 power towers all together in the one container. Let's hope the 200kw generator is much more power dense otherwise it'll be ginormous! We need AlkaMem!
From one of our own! Lol
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://ade-power.com/generators/30kw&ved=2ahUKEwjI3Z6V1fiEAxVna0EAHQ-1BfoQFnoECFgQAQ&usg=AOvVaw2j7moJ9NLUdvZ80T5m_YsF