Member Info for ihalliwell10

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Looking good here. (depending on your view)

Think if the portuguese gov approves "things" like access/easement, roads, power, safety etc, then its all on sav to complete the paperwork.

thats my take on it, and the fact that the prime minter was present , you would think they would get this approved to get going, especially from a local employment point of view, let alone the country level of decades of economic benefit.

I wonder how stringent the contractual obligations are and how much they are completely tied to the portugues governments approvals decision making.

I suspect that if this begins to drag, there will be an acquisition because a UK company not delivering (quickly enough) on a State backed project of national and EU importance will be taken out quickly.

I wonder if the previous giant partner that Sav had, is now considering getting back into bed with Sav as this feels with the right backing mining management / expertise and execution the big risk of the lack of government / EU backing is now very much in the past.

Nice steady rise through to the teens for me, with a couple of spikes to come with news of progress and potential M&A.

DYOR.

Think this is their next big rev stream, they have to move quick though, being an EU / UK company in the area they should be in a great position to be a leader.

At least pretend they are leading to get the share price moving in the right direction, vod should be positioning itself as a tech leader in this area.

7p, logical for today, DYOR

Charts wise , this could settle above 9p on the back of renewed interest , especially with the global grab for resources, the EU will want this independence to remain in the hands of the EU and not wider.

this is green for go for me, new record high in 2026, which would be above 17p, longer term holder since 13p , average price below 4p.

dyor

Good validation of Sav's approach to grants and the local government , a long long way to go , but at least this is supportive and should also enable key blockers to be pushed through to enable the project to get going on the current timelines, sav likely need a big brother to step in a make this happen now.

Be nice for a big boy to throw £200M for 20% of this whole gig , then we will see Sav into the teens rather quickly, DYOR

A small pull back is to be expected as its been blue for every day for about 15 trading days, which is exceptional

Tempting as it is, I just think this has multi year growth to get through, even to pre inflation levels are circa £2, so I'm minded to let it get towards 115p prior to setting a stop loss and forgetting these for ever

Afterall a 4/5% divi which is set to grow and additional cash flow reported to be £10B over 4 years likely to hit the bottom line in buy backs of divi growth suggest its going to continue

DYOR

Looking good now

Think it could do it this week, previously it has jumped circa 6p in a week off of reasonable news.

Ah, so giving back 3 billion shares ok, makes sense now. come rain or shine vod goes up currently .

thanks for the input.

Vodafone reaches agreement with Vi on CLAM, 3,280 Million shares given in lieu of cash ,

Exactly how much is that in cash terms at £1 a share, is 3,280 million = 3,280, 000,000 or something else ?

Looks like they agree with this board, that more it to come,

132p

104p please

A strong strategy here, personally, at 110p I will set this and forget vod

DYOR, IMHO

KO

New money based on inflation or including dividends and buy backs , feels like 120p is still very low for these getting back to normal levels , circa 1.70 would still be cheap , perhaps a return to EU growth will keep this ticking over and upwards for the following year as well , especially if the UK returns to growth as well , interest rates can support this as well. Dyor

To get this really moving again