Member Info for jesteh

There is no point being impatient with this share. Their restructure plan still requires merger with Three - that will not get approved until December.

In the meantime, I expect little interest in Vodafone. I would suggest to either ignore or if you want to add, buy the dips like couple of days ago at 68. Once Three is approved, SP will start recovering end of calendar year. MDV will probably step down having achieved what she set out to do, there may be a takeover by E& or others , either way it'll start growing again.

69p please. Expect a poor week ahead for most shares.

70p please

77.9 please I expect good news next week.

70.9p please

The merger will go through with concession. Main reason is that any UK govt wants Three out of country and this is the only way to do it - get another Operator to absorb the assets.

If you look at Zegona, they bought "Vodafone Spain" at around 20% premium to current value. Since then their share price almost doubled. If we apply that to rest of the Vodafone, SP should be more than 165p. All it takes is different management team with different priorities.

I don't get this either. How is a service costing £50 base, doesn't work around high buildings or bad weather going to impact telcos? Can someone please explain how this is ever a threat - I see it as opportunity for partnerships to massively cut costs and provide minimum service guarantees in remote areas at fraction of the cost.

@mole_man - please explain?

73.9p please

72.3p please

76p please.

Regarding risk of loss under financial crash.

As far as I understand there is no risk of loss with holding stocks like there is with cash.

Stocks are ring fenced and will never be used to pay creditors. So in theory, there should be no risk with using smaller provider. The only exception is holding cash - thats protected up to 85k by FSCS.

84p please

I think we'll see a sustained rise to 90s - people often say buybacks have no impact but it will stop share manipulation we were seeing on low volumes around 66-70p

117 -118p tomorrow followed by 120-122 Friday

I think the dividend expectation is incorrect. Next 8 months gets you 3.8p + 1.9p = 5.7p dividend. So dividend in short term is ~8%.

Please explain how its underwhelming - Germany, UK, whole of Europe back to growth.

Vodafone Business - 5% growth.

Overall, slightly exceeded market expectation. What did you expect?

76.66p please

@mole_man - I think you are suffering from being too close to this company for too long. Yes, it will be a long time before investors break even to £2.40 or whatever high point but that misses the point for new investors today. Spain, Italy, Hungary (and India) are over and Vodafone is a much smaller company .

What investors need to look at today is how the smaller company compares to the market and if there is sufficient upside to improve from the current position. How does it compare to the sector?

I think on most measures Vodafone is looking positive right now. Please tell me where in Telecoms you are seeing better value right now? The opportunity is not Vodafone doing something amazing to become what it was in 2000s - they will never do that. The opportunity is that growth in Telecoms market as prices harden results in re-alignment of Vodafone (and BT) to the sector.

72.50p please

70p for me pls