Member Info for jesteh

69.69p please

This is not correct. Vodafone has already confirmed they will maintain the final dividend payment of 4.5c for June 2024. This is the final dividend payment for 2023/24. They will formally announce this in May.

72.5p please

73.9p please

Its interesting how negligible impact on the SP came from Mucic's purchase. Single biggest purchase of Vodafone stock from a senior board member and markets couldn't care less.

He is not a tech billionaire or in his 20s so I would imagine he can't afford to lose. I would expect announcement between now and May about further merger or acquisition. Most likely it will be involving E& - either a further purchase or takeover of Vodacom business (which was fully separated in the latest reorg). Finally, a possible takeover giving 50% upside.

I think those expecting RR turnaround story will be disappointed but if you want possible 30-50% return, its not a bad place to park your cash.

I do not think it is in Vodafone/3 interest for this to complete now. In phase 1, they have to convince CMA - almost impossible task and likely to result in unrealistic commitments to overcome their concerns.

In phase 2, they have to agree the terms of the merger with a panel of independent experts. Who would they rather agree the terms of the merger - government bureaucrats or industry experts? Obviously latter.

Merger agreed in 6 months will also keep the lid on the share price while they go through the buybacks. And it will also have better impact in late 2024 if the momentum is on our side. Right now you would probably see a jump in share price and then gradual drop off back to 70s as we've seen with every bit of good news. So all round, completion at the end of phase 2 is much better.

Target price is less than 64p (%3C 64p).

Cut off by the board. Target price to buy back in is

While Gutter is somewhat amusing, the replies on his posts lower the quality of this board. I check here once every few days and its sad that some days all I can see is arguments about "what Gutter said". Whats the point, we all know he's trolling.

Let him continue posting - he can be amusing but stop replying to it, its just not worth the time.

Instead, please keep going with posts from people like fleccy, mole and many others who whether right or wrong have valuable, interesting views.

SP - looks like its drifting down again, same with BT. In absence of any news, It looks like combination of FTSE+Telcom lethargy (BT is the same). I sold mine couple of weeks ago, target price to buy back in is

They expected it to run up to 15th March so clearly its overrunning. I would imagine its verdict next week. Looking at the share price movement over the past week it'll be against BT but not huge. I would expect SP to drop to ~103-105 again. I am holding but not adding, long term it will be fine.

Where did you put the money? Just don't say RR or NVDA, hopefully something more original :-).

I'll go with 74p again please.

Tesla Autopilot powered by Starlink is the future. ;-)

"The number of customers of Starlink worldwide has reached 2.6 million as of March 2024."

"Vodafone is the third-largest mobile network operator in the United Kingdom, with 18.5 million subscribers as of February 2024"

Don't get me wrong, Starlink is a great niche product but can we please stop pretending it can scale to compete with Telecoms. If technology existed that allowed the scale necessary, don't you think Telecoms would be deploying it right now instead of spending billions on 5g and fibre.

I personally have zero experience of this, but nice rise on the back of CMA announcement. Not sure if 5 day period to respond means its tentatively approved with some caveats or absolutely going to phase 2 but it looks like market likes it. Lets just hope it can weather US open in the afternoon.

Would be interesting from anyone here who is familiar with how CMA works to give their view on the announcement.

If you don't need the money, invest in Vodafone :-)

Much more interesting

https://www.investorschronicle.co.uk/news/2024/03/20/understanding-vodafone-s-tricky-investment-case/

Https://www.lightreading.com/business-transformation/the-managed-decline-of-vodafone

I like to mess about with negativity but this article takes it to a whole new level. Its like guttersnipe with a spell checker :-).

Overall very poorly researched, emotive article. Who cares what the share price was 20 years ago, next 10 years is all that matters.

Vodafone did foray into TechCo under Read but thats long dead and irrelevant. Seems to complain about API development but this is misinformed. APIs are mandatory for all Telcos and rather than being "spectrum holders", Telcos are "subscriber holders". Monetising this makes APIs mandatory.

Vantage towers is a standard Telco move, everyone has done the same, so its a trend, not positive, not negative. Finally, overstaffing is an old problem going back to acquisition days, to be fair to MDV, this is one issue she is definitely addressing.

Overall, C- for the article, good grammar, good analysis but must work harder on research and developing own ideas.

Are you saying that he's not worrying about the ongoing share price drop and the impact on the large trade he made?

Come on! This is a serious bit of post tax dosh to invest, he'll be hitting refresh every 5 minutes! Probably joined on here as well waiting for some good news articles :-).

I wonder if Luka regrets his VOD purchase yet. Down 85k already and its not been a week, should have bought RR. :-)