Member Info for jesteh

71.9p please, happy NY all

"Unlucky, they get a 👍 up from me, don't put them off 😒"

I am not planning to carry the bag for next 5 years :-). This is a short term as we go into recession and market re-adjusts. I can't see much of a downside or risk here. Even the bears here predict worst case of 55-60.

"Unlucky, they get a 👍 up from me, don't put them off 😒"

Sorry guys, I am not planning to carry your bag for next 5 years, neither am I expecting this to double up oir anything.

This is a short-term move as we all know recession is coming to most of the world in next quarter months and Vodafone's revenue is one of the few recession proof plays out there. What can the

I topped up a lot yesterday at 66.70, it was too sweet to miss. All of the money came from cashing out US holdings + BT shares so in 6 months so this will look like a really smart or a really dumb move depending on which way the dice rolls.

73p please

Gary59 posts "I had read some cr*p on these boards over the years but the winner of this years most stupid comment has just been won. That is of course unless this muppet shares his thoughts of why this will be the case with everyone."

Gary, it doesn't matter how crazy this is. How would it make you feel if Vodafone started climbing? I think you mentioned you sold up but clearly emotionally you are struggling to let go of this one. You really should be moving on from Vodafone now, but you are clearly struggling.

For evidence of long term thinking, I would suggest that everyone checks out 5G map coverage for Three and Vodafone - you will see that this has been planned for a long time.

Could part of Vodafone's problem be algorithmic trading where a lot of the time share price is based on past performance and which way the points on the history graph turn rather than fundamentals?

Would that mean that once it turns, it should start going up every week. I am simply asking for my education those who are familiar - I am not even suggesting.

I can also see a lot of the comments where people are desperate for exit at their desired price point. I am not too concerned about this, this is normal human behaviour where share price is drifting, but once it starts looking positive every week, we all hold on for another week.

76.5p please

I agree that SP is disappointing following announcement.

But I have no idea why mole_man keeps bringing up Starlink? They are not a telecoms operator, they are satellite based ISP and infrastructure provider. There is some cross-over of services and they will gain some marginal market share on broadband services for niche customers (I have a mates who uses it on his boat) But its not a telecoms operator and I have not seen them anywhere trying to become one. They operate and are regulated as a broadband provider.

"Thanks for the update Margherita."

Don't be disgusting! :-) I never praised the strategy as the right one, I am just explaining what Vodafone are doing in Iraq.

Is it a good strategy? Market clearly does not think so yet. Those invested in Vodafone either believe its good or why are they here?

This is going to be the similar model as Vodafone Oman.

Vodafone provides brand, expertise and global presence, but the operator remains under direct ownership of Iraqi govt.

Overall, Vodafone gains new revenue streams (branding, consultancy, rollout, operational support) rather than requiring upfront investment / new cash.

This is aligned to the strategy announced when Voda got out of Italy and Spain - franchise model focused on high growth B2B opportunities rather than building network infrastructure.

In short, they are delivering on the strategy they promised.

79p please

I would advise everyone to stop paying attention to analyst forecasts of large corporates like UBS? Their primary role is to serve the interests of their own institutional clients, not to provide free market information. The so called guidance should be seen only in the contexts of who they serve and what their interests may be. There are so many independent (good and bad) streams of info now that there is zero reason to continue listening to their garbage.

74p please.

@Mole_man - US economy may (or may not) do better than EU/UK economy. Its a good guess, but its a guess.

What we do know is that US markets currently trade at significantly higher trailing PE ratios compared to EU/UK - its more than double.

This massively dampens any future price growth. US economy may do very well (or not) and better than EU/UK but at current prices, this may not translate in investors getting good return in US. This can translate in money leaving US markets and limit their potential growth further. And all that before pricing in political risk right now.

Garonne never actually sells out, he just talks about it.

Selling Vodafone on back of negative sentiment is easy enough, real problem is where do you put the money afterwards? Thats what I suspect keeps lot of holders here. You could put it all into DOGE and double your money but you could also lose 95% of it overnight. At least with casino you know the odds upfront.

67.6p please

80p for me please @Roofer

My reasoning is increased rate of buybacks indicating that board are releasing positive news (or they'd hold back).