Member Info for jesteh

77.50p please Roofer.

74.7p please

I don't understand reporting on some of these institutional buys - why are they even noteworthy? The size of of these positions are so tiny that change wouldn't even register on the charts. I am pretty sure half the private investors on this board here have bigger positions with Vodafone (or at maybe did a year and a bit ago ;-))

In any case, need more days like this.

Spike seems to again coincide with US market opening. Maybe they know something.

US price also seems 4% higher than UK price compared to the last few years

74.5P pls

Mole_man suggests uk and germany are cooked and consumers will be reducing their costs and avoiding vodafone. then proceeds to compare mobiles to greggs sausage roll.

this misses the point that in uk, vodafone just reduced the competition by 33% as well as fixed the floor for the market.

in germany, they are reducing costs but no cost reductions are planned for consumers.

You may cut back on sausage rolls and live another day (probably longer), but try existing in 2025 without a mobile phone contract.

Its a defensive stock - inflation linked pricing, necessity, mature market, well understood and fully regulated with no surprises. Please tell me where else can you put the money with better risk/reward? Even the trolls have the worst case scenario of "it will go to 50p".

Also, there are long term lessons being learnt about less regulated competitors like Starlink.

Glitch resolved - its back under 3%!

Any idea what's causing the increase? The only news is Altice Fibire JV is in trouble in Germany, not sure of the upside but it sounds like contract does not favour Altice.

72p please

This is a normal pattern with Vodafone under MDV and NR, every Q it drops on one failure or another. Then the share price recovers eventually coming to where it was before (or below). Its not that they are bad results but there is a whole world of companies that know to grow their value and Vodafone is not one of them. We could blame the segment they are in but this is wrong - look at Zegona and the growth they extracted from Vodafone Spain. The only change is at the top so the lack of talent and vision has to be there. The fact they don't know what they are doing wrong is a failure in itself. You don't get paid millions for working hard, you must have some special talent. Lets hope they realise this and start with new top team (or someone finally takes the lot - 85p would do it for me!).

79p please

Vodafone and BT shares have the same challenge - they can re-rate on results day but outside that they tend to drift due to lack of investor interest rather than poor performance.

The market isn't to blame - telecoms invest a decade building the next gen network only to tear down old one and start over. They are classified as utilities, but unlike traditional utilities that rebuild infrastructure once in a century, telecoms do it in a 5-10 year cycle.

The issue seems more like a failure in sales and marketing rather than technology. There is little service differentiation, no meaningful tiering and minimal quality of service differentiation. They spend millions on branding but consumers couldn't care less as its all the same, the only parameter is the price. The upcoming satellite service will be interesting—will they bundle it for free or offer it as a premium add-on? Hopefully, this marks the beginning of stronger product differentiation and new revenue opportunities with premium features.

Buybacks and dividends are just ways of returning capital. Its unusual to see investors who look positively on dividends have so much hate for buybacks. Technically they should not be much different and both represent lack of imagination on what to do with free cash.

My Feb 5th prophecy - Vodafone announces end of buybacks and friendly takeover at 120p. E& gets Vodacom, Amazon gets VIL, Liberty gets back the European business. DanielH drops dead day before the announcement from stress/frustration. Gutter claims they were secretly buying the dips the whole time. Moleman doesn't even notice and continues talking up Starlink on the closed chat group.

Lets see how close I get.

72p please

Looks like VOD may undershoot the Q3 target for UK and Germany, can I revise my week's prediction to 65p :-)

82p please

Keeping it real. Its more likely that they will continue selling off business units in EU or Africa. Lets call it "partnerships".

As long as its a premium on the current value which is not difficult, it will put positive pressure on the SP. Overall, its not a huge tragedy for shareholders if Vodafone survives as UK+Ireland/Germany Operator with no debt and emphasis on northern Europe. I wouldn't expect return to 240p but 120p would keep most investors happy.

87p please

Vodafone Group recently raised its stake in VIL despite having previously written off the value to zero. Considering Vodafone Idea (and Group) ongoing financial challenges any explanations what could be the strategic reason for this?

It feels unlikely to be a long-term bet on the Indian market as they simply don't have the cash to maintain the position there long term. Group have also shown complete disinterest in VIL business with no attempts to integrate the unit into the larger business or any sort of publishe strategy for VIL (they did not even include them in the new organisation). Finally I do not imagine India govt can force them to do this (plus they have not done this on any of the previous sales).

Looking at the figures, it appears they paid 45% premium on the current share price which is massive premium.

Only reason I can perceive is that they may be preparing for imminent sale/revaluation of the unit and want to strengthen the position. At 45% premium to the price, I can't provide any other explanation. Why would they not do engage in gradual buybacks if there is a long term strategy? Or pay down some debt? Any clues from those close to markets in India?