Member Info for jesteh

86p pls

The higher the SP the better the debt looks, I would hold off for at least 90p.

85p please

Its the opposite Garonne - it looks like Marshall Wace are unwinding their short positions - meaning they acknowledge that SP is on its way up. They are not trying to bring the price down, they are cutting their losses.

Its interesting to see the difference betwen US ADR and UK SP - they should be tracking when accounted for the currency fluctuation but it appears that US ADR have gained a lot more since start of the year. It can only be a positive sign.

Seriously? We are now comparing Vodafone business to crisp flavours? Is this the calibre of investors seeing value in Vodafone?

Can we do pizza next

It looks like E& have been gradually building up to this position - its not an indication they just bought 1% but notification they now reached 16%. It was issued at the same time as UBS neutral rating which dampened it down (coincidence?).

As private investors we don't know what happens next but these are the facts:

- major shareholder continues to build position

- buybacks continue to reduce number of available shares

- barclays recently disclosed 5% stake

- outgoing finance director continues to build position using his own money

I will continue increasing my positions on dividends and spare cash. I agree that there may be better opportunities over the next 12 months, but I strongly doubt there are less risky ones.

80p please

Vodafone has a maximum of 25% exposure to UK so UK macro that can't explain their issues.

Comparably, BT has 100% UK focus operate in the same sector and continue to grow. By some metrics they are now bigger than Vodafone.

On the AI topic, anecdotally I work with Vodafone and other Operators as my day job. Vodafone at Group level are hugely ahead of other Operators in their focus on AI - they have used AI models for over 2 years and every employee is expected to use AI daily to do this job and document how they did it. Its now even built it into employee personal performance bonus targets. None of the others Operators (at least in UK) are ahead on this. Reason you don't see them in Nvidia presentations is that they don't work directly with Nvidia, they work through partnerships with Microsoft and Google.

As I mentioned multiple times I continue to hold, its a solid company and SP will not go down to 60s IMO. But I do agree that CEO is not dynamic enough, MDV continues to act like CFO and there is a long term risk of falling behind. Her retirement plans would make a big positive difference to the SP.

The long date (2027) suggests some sort of strategy rather than short-term trading. If Barclays are acting on someone's behalf, e& seems a good candidate given their existing stake and interest in Vodafone. They can increase exposure quietly without triggering regulatory thresholds. I guess we'll have to wait for AGM in July to get some hints of what happens next. I'll continue to hold.

80p please

Some on here can't tell the day of the week or which way is up or down.

Nobody here have a clue Narcus. All the same, buybacks have gone up after ex divi exactly as I suggested.

I don't think its that sophisticated, they will have budgeted a fixed amount for both dividends and buybacks and paused buybacks temporarily to allow for the targeted dividend payout.

Sad as it sounds, there is probably a spreadsheet somewhere and they are just sticking to the spreadsheet, no clever strategy involved.

I think we already established there is no regulatory reason for the pause in buybacks.

Most likely reason is waiting ex-divi so we will see gradual uplift in buybacks now thats out of way.

Look at US govt debt over time, overlay this with their market growth and the net worth of their political class. This will give you a clue how they do it.

You can ride this wave and make some money but this always ends badly - can you time it? I'd rather be in boring Voda right now.

I think the argument applied by moleman and some others is that Vodafone is exposed to UK market and will therefore perform poorly. Counter-argument is that Vodafone is a global company which just happens to be listed on the UK stock exchange. In any major global or UK recession, all global companies will be impacted regardless of their listing - including US companies. I would argue that if you are expecting major recession, you are far better investing in Vodafone which has priced in low growth than US listed companies which price in perpetual global growth. In the end they all have to meet their growth forecast regardless of where they are reporting it.

80p please - it looks like tariff threat is over so there will be some early recovery followed by action leading up to ex dividend.

With all the bickering on here, I don't think anyone has reported that both Canada Pension and Marshall Wace again increased their short positions (last one reported on Tuesday). Feels like either they know something or they are trying to recover their earlier losses. Either way, its start to build some momentum, I am watching to see what Vodafone does to maintain the momentum.

I almost sold some early this morning and put into BT on early reaction to their results - I wish I did now (obviously).

I am glad I didn't sell.

Can someone please explain why the price went up? Results were no better than last year or last few quarters, so why did it go up?

I am personally disappointed in the results, I expected better overall , I will hesitantly hold for the next week and see what market thinks.

Overall, looks like more of the same for the foreseeable - I don't think it will dip but the other question is - will it go up - it looks unlikely.