Member Info for Gerry557

"Applications under the Open Offer (including excess applications) and the Offer for Subscription will all be met in full."

So we should be getting all the shares we applied for, cant remember if all the shares are being issued at the same time, somehow I thought the excess would be arriving a few days later. Anyway a bump in divi later in the year now expected due to extra shares.

Will have to see if this releases the anchor on the SP. I wonder at what level any profit taking might occur. Somehow I dont see this being much of an issue.

Dan, read across means if one company does well or badly then others in the same sector might follow.

Unless the market is saturated then it can work the other way whereby one doing good is at the expense of the other.

Talktalk up 2%. Watch and learn Read.
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Talk is coming up from lows though and reporting this week I think. Will there be a read across or just people cross with Read!

Maybe Australia's competition watchdog and EU tax issues pulling it down a tad. BT and Talk also down

Well we will have to wait till Friday for indications on what will be in the PF on Monday and for any scaling. I suspect the SP will remained anchored now for the rest of the week until the placing is finished. Those not able to take part haven't really lost out apart from some costs. Im not even sure it would be worth trying to do a quick deal as the discount is only about 1%, assuming that the SP goes back up. You would likely make the same just from keeping the divi.

I wonder if the market gets dragged lower the discount might just disappear anyway. Anyway only a quarter to wait for a bump in the divi income or even bigger bump if I get my extra cherries on top.

Hi Comboss, I expect I will follow in a similar vane and with a divi due to be paid today at least the reinvestment pot should not fall back to far. I suspect most are here for the divi anyway rather than too much SP growth. Hopefully that divi stream should negate any SP fluctuations in the shorter term.

Once Trade talks and Brexit become certain things should look much better and there might be a bit of a rally in the markets. Then I might rue missing out if I didnt add to the PF

SP dropping below placing price. OK there are buying fees and stamp but still!

Decisions Decisions. Wait it out, add my allocation or grab a small lump. I feel like a small kid at the swimming pool, legs bent and posed to jump but too scared. Whilst everyone else is shouting Jump! Will you catch me?

Comboss, I note your point but as some point the discount cant get passed 100%. Of course Im talking worst case scenarios. Another REIT I hold (SREI) is currently deleveraging and building up cash. Hoping to be ready to add if things go south.

I wonder if I should be following them and skip the offer, much prefered buying around 90 pence

You can give me his 20 percent as compensation. If it was representative he would be give some back not just accepting slighty less. Someone else can have hers

there are plenty of other examples where blue chip stocks have tanked over the same period. 2 Aug we get our div and I am going to spend that :-)
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I think I probably hold most of them. As for spending the divi, will it be on more Vod shares!!!

Mine will go in the pot awaiting on where to squander it. Wine Women and Song might be a tad more fun than more Vod Shares right now but that wont increase my income. Vodafone not currently in my best books as the "system" wont let me open a fault because the last one has been closed, even though the fix, didnt :(. Even the official complaints system appears to be failing . Make you wonder what is going on over there. I thought the UK side of things was supposed to be getting better. Hope Im the exception rather than the rule

Hi Longish, I take it that is from way back and you are still hanging on. I take it you have racked up quite a few divis in that time. I wont predict when its going back above 135. Share prices often do go as I expect despite my reasoned educated guess. Normally I like to think the divis are more stable than the SP but as exampled here, even those can be unstable. Still its often time not timing that see the reward. I must have been a bad boy so far but still looking forward to the day when my divis outnumber the capital invested. Might be a tad longer now .

SP heading away atm but still another 3 days left of this week. Maybe they might have to wait and follow the Tour de France riders on the big uphills.

For those who held onto their shares of the Verizion deal, I note that it was downgraded by Citi. Citi changed the company to Neutral from Buy, saying returns over the next 12 months will likely be limited by a high valuation and "rising long-term industry risks."

Here Vod trades down slightly following the market downwards but last week was a good week to be in the market overall. So its only expected that things will pull back a tad. Still less that a month to get some cash back, might make the spreadsheet look a little better

With Woodys woes in mind, I note the following in the prospectus ......

"There can be no assurance that a liquid market in the Ordinary Shares will be maintained or that the Ordinary
Shares will trade at prices close to their underlying Net Asset Value per Share. Accordingly, Shareholders may be
unable to realise their investment at Net Asset Value per Share or at all."

Just a reminder that if there is a slump like the 2008 financial crisis then they might not be able to flog off the properties quick enough to pay cash out.

Thanks A17, didnt see the broker downgrade. I thought Id lost my dividends too until I realised that I had made a mistake updating my spreadsheet. I had the 1st not the fourth down.

Although RR's C share scheme is not the simplest system going. I wonder why it was set up that way, most probably some sort of tax issue/fudge

Another positive start on the SP although its the same from most of my shares and this is shaping up to be a good week to be in the market. Not sure it has much to do with 5G. Although they have to move with the times even if its at great expense.

I just wish they could get my "simple" broadband up to the minimum speed. We cycle between Engineer visit, working, dropping off daily, failing and back to engineer.

Still Ive got to know half the Openreach team and on current estimates they will be back again Mon or Tue. I wonder how much this is costing. Definitely not right first time attitude and I feel like piggy in the middle. So much for Vod CS being on top of all this. I have x3 names of people that are "all over this" but havent done nowt. Maybe I could ask them to send Lewis Hamilton to open my above minimum speed internet connection next week

I think I will look closer at the weekend and read the prospectus in a bit more detail but minded to take the offer and a few extra on top. I suspect a "bad" Brexit might knock all REITs so might be a chance to get more on the cheap, or compared to today. Still, some sort of arrangement would be the logical outcome and we might get a Brexit bounce on the market once the uncertainty has been lifted.

Although not legally binding, you can vote against the pay, remuneration committee and / or any individual members on the board if you so wish. I have noticed a few shares where there has been a high percentage voting against the pay, whereby that take "note" and then completely ignore it!

I suppose I prefer shareholders to do at least as well as the board and for our futures, with regards the SP to be aligned but then I am a fat cat shareholder who is only interested in my (rebased) dividend.

Im hoping that around now should be the dark before the dawn. Maximum debt for the deal but still awaiting the green light to get the benefits and fcf going. Still there are a few political issues to sort, Brexit, Trump trade etc. Once these are sorted, good or bad then maybe companies can adapt to the new landscape and start doing what they do best. I might feel less annoyed with free shares and overpay if my own situation was being dragged behind in their wake

They are incentives to do a good job, can you imagine what it would have been like if he had done a bad one?

TLW, I think the twitter comment was aimed more toward certain AIM share bbs. Might as well tar everyone with the same brush. Its so easy to hide behind a keyboard and attack people. Yes there are some here that miss use the site or are personal with their comments. I suspect, like football, you will put up with a lot if your winning and quick to criticize when its not.

Dan, the log out button doesn't work for me either! In fact it was the new website design rather than the individual comments that interested me. I have noticed a trend of "updating" websites that makes them worse. Google Finance and iii come to mind. I hope this doesn't follow suit

Just found this on twitter, regarding calls for the old version of this web site to be re-instated

"should a forum for deranged loons & low grade share rampers go back to the old asylum look or stick with the new one? who cares? its a home for nutjobs"

I suppose I could be a nutjob for investing in Vod and I was on that Vod rampers list top ten thing. I suspect the new site will turn me into a deranged loon. 74% agree on a pole size of 282. That means 26% like the new site.

They just need to turn the SP graph 90 degrees anti clockwise and that might keep this bb happy

"Apart from the glitches with beta."

The beta looks like its the norm now and I cant get rid. I dont like the new look but havent found any glitches yet. Difficult I suppose when you are avoiding it though.