Member Info for jedclampit

Yes I have been watching bloomberg over the last few days and the Fed is now saying interest rates will go to about 5.5% and won't be cutting them until 2024 ish. Looks like things are going to get tougher before they get better.

I thought Cury's was doing better than AO world but it doesn't look like it now, but I guess at some stage it will turn for the better but that might be 6 months time.

Yes, not good at all with a big loss.
I was looking to buy in on these over the last few weeks but held back until today results thinking they would be good results and profits but won't be now.
Can see the SP going down to 50p ish if the market doesn't like these results.

Following completion, Vodafone's shareholding in Vodacom has increased from 60.5% to 65.1%.
- ends -
1. The selling entities were Vodafone Europe B.V. and Vodafone International Holdings B.V., which are 100% owned indirect subsidiaries of Vodafone Group Plc.
OK they were 100%. But Do we get any benefit from this deal..??????

With all this action around the world and with vodafone in africa, I have to say I am a little confused as to the true value of vodafone and it's share price.
It looks to me as though the vodafone SP only values the vodafone business and nothing of the vodacom even though vodacome is owned 100% by vodafone. Do we get any benefit at all from this deal.?

JPMorgan cuts ITV price target to 140 (160) pence - 'overweight'
ONLY £1.40, I think I can live with that.

Who knows whats going on here, is it just more games.
First it was Hedin that put a stop on someone else's bid to buy PDG as it was below value at 28p , then they put in a bid of 29p assuming they would win because all the other large shareholders wanted to sell out.
Now after weeks of Due Diligence they pull out, even as one of the largest shareholders they already know what the books were like. will they come back with a 18p-20p offer?

Yes ther is an article in the Mail today that explains it all, the BOD's all agreed that Read had to go and they needed more fast action to help the SP.
They agreed action is needed on selling off some parts to bring down debt, more quiker action on making deals happen and it says there is already a short list for Reads replacement. I guess we will have to see how long that takes.
But if all / part of this info is true we could see VOD 's SP recover fast and back over £1.

Going by the last trading up-date to Sept things are already looking good for the final 3 months for which we only have about 3 weeks to go. So all these extra views and advertising should help deliver eye popping results and profits.

I don't think so, I have a number of other stocks that have also announced buy backs. Look at GNC and they have gone down, look at DS Smith and they have gone up.
I thought VOD would also be going up but no luck. What it mostly shows is the market / company find a way of holding down the SP so the company can buy back more shares at a lower price. Now things might change once the company has bought back all they need , but it looks like we will have to wait to find out.

From Int results
Dividend per share
Reflecting ITV's strong performance in the period, and in line with previous guidance, the Board has declared an interim dividend of 1.7p. The Board remains committed to paying a total dividend of at least 5p for the full year, So that means at least another 3.3p next time, that's a great return.

Thought this might have pushed the SP up.

ITV
PLC on Thursday announced an "enhanced strategic partnership" with STV PLC, extending content sharing and advertising arrangements between the two television broadcasters.

STV's streaming service, STV Player, will take exclusive Scottish rights for a range of programmes from ITV's streaming service, ITVX. The partnership is expected to encompass at least 100 hours of original content per year.

STV Chief Executive Officer Simon Pitts said: "This exciting new partnership significantly strengthens STV and ITV's digital businesses for the streaming age.

"It's great news for Scottish viewers who will be able to access a huge array of new UK original content for free on STV Player, starting today with the brilliant A Spy Among Friends starring Damian Lewis and Guy Pearce, followed by David Tennant in the gripping drama Litvinenko. Scottish advertisers will also benefit from a 'one stop shop' of mass audiences and the best in data-driven targeting," Pitts said.

As part of the agreement STV will join ITV's addressable advertising platform, Planet V. This will allow advertisers to access STV's inventory alongside ITV's "combination of mass simultaneous reach and data-driven, targeted advertising".

Can't see any rights issue even being thoughts of, they will soon be getting the cash from the Advantage Tower deal.
If they now announce any rights it would look like VOD are in trouble and weaken their hand in the deal.
Just a little market jitters about vod and it will settle down again and go back to £1+

Well if that happens it won't be until next results as this divi payment has already gone ex Divi date, so have to wait another 6 months for any savings there.

Yes looks like the spike has gone and we could be heading for 85p ish

So it looks like we are playing the same old games and being taken back down to 73p ish. Who's doing this ??????

So this is getting very interesting, The Requisition Notices have been served by Lynchwood Nominees Limited on behalf of MS Galleon GmbH ("MSG") which currently holds approximately 29.9 per cent. of the Company's voting share capital.
So they want topps to buy more stock from MSG 's company and Topps don't.
Hence the move to oust those that don't want to do what MSG want. with 29.9 % already owned by them could there now be a full bid of 60p-80p to take Topps out. ?

So they see good value in VOD and we can now see this move back over £1 very fast, or not.

e& announces increased investment in Vodafone Group plc ("Vodafone")

Emirates Telecommunications Group Company PJSC ("e&") (formerly known as Etisalat Group) announces today that, through its wholly-owned subsidiary Atlas 2022 Holdings Limited, it has increased its stake in Vodafone to aggregate 3,015.5 million shares, representing 11% of Vodafone's issued share capital (excluding treasury shares).