Member Info for johandesilva

H-hi, I don't see a blip on the economic horizon yet. Yes US stocks are high and tech stocks are high but they are all on reasonable valuations even stocks like Amazon who are up hundreds of percent. Some other sectors are low and deserve a rise such as Pahamasuiticles (e.g. WWH), UK income stocks (e.g. WPCT) and the eurozone. Good reason to have balance in your portfolio.

"I heard a rumour that the big city funds don't really care about fundamentals. Is that true? Anyone here have that direct experience? Be great to know if it's correct or not"
---
LAst Call. They make investment decision base 100% on fundamentals and forecasts. In the case of shorts some have inside info that something is fishy and that these fundamentals and forecasts are not sustainable (e.g. Capita, Carilion etc..). As for VOD fear not Compass is spot on about FCF. Compound this with 15% growth in year 2 (subtract euro forecast downgrade last week),

"A shareholder, commonly referred to as a stockholder, is any person, company, or institution that owns at least one share of a company's stock. Because shareholders are a company's owners, they reap the benefits of the company's successes in the form of increased stock valuation." Stockapidia

"SP capital return is minus 60% since 2014"
LastCall - No! you need to do more basic research. Shareholders including me made shed loads of money in 2014 on Vodafone. If I must spell it out the Verizon sale special dividend is missing from whatever tools you are using.

" how 180 plus the div cover stops the 150 attack." - LastCall. The dividend at under 180p is almost 7% that is currently the highest dividend you can buy on the market THAT IS supported by Free Cash Flow (FCF) and with a forecast of growth being chunky in 2020 (though EU has downgraded some of its forecasts more recently hence the current SP). Long income funds would buy any stock when the dividend is more than 7% and the short funds know this. Often companies go over 7% for example Capita (CPI) then they are in serious accounting or forecasting trouble and the funds know this ahead of PI's.

This is not a weekly trading stock unless you simply trade the volatility within the narrow range with multiple tranches both long and short. Another way of trading is to take a 6 month view buying sub 200p and selling post 200p but you need a long time frame.

I have done day trading before and find it almost impossible as I find much better traders than me so I invest in Global Growth Funds more and more.

"You seem to be forgetting the other side which is just as powerful...short funds." - LastCall, while they do send this up and down your lack of experience is showing. There is something more powerful than these funds that will prevent 150 area and that is a dividend that is covered for by free cash flow (FCF) and forests. As for technicals 180p is pretty much support level.

"whatever slammed Vodafone in 2014, " LastCall nothing slammed Vodafone. Can you not remember the Polar vortex and California droughts 2014? How about Ebola outbreak? The year Facebook buys WhatsApp? Nigeria schoolgirls kidnapped? How about the Verizon Sale?

"This time round I've bought in at 1.93, 1.92, 1.84, 1.84 for a weighted average price of 1.88."
---
Lord Adam, hats of to you with an average slightly lower than mine at 194.

Not a better investment right now for the same potential percentage gains and you will be delighted in a couple of years time but in the meantime will you be trading a tranch?

I do not see this low period lasting too long, with yesterday's drop happened when the EU cut its 2018 eurozone growth forecast[1], this will blow over in a few weeks and if aligned to my source of charts August could be very good time to take some profit.

[1] https://www.dw.com/en/eu-economic-growth-forecast-reduced/a-44649654

"I dont look for any support..none .......what do I need that for ?"
Pokerchips --- well you do seem a little down on your decision to hold VOD so to me it looked like you needed some help. Charting analysis has the bottom of 180p and will look to move up in August. So if your looking for charting help to help then I can produce one from a good source. If you're looking for detailed account analysis I have copies of Bill on iii forum with some insight from a retired excellent analyst. His insights will tell you FCF sufficiently covers obligations and crucially the dividend preventing lows that cover the dividend (unless the divi is cut and there is no evidence of that due to FCF and forecasts).

If you're simply here to vent at a poor decision then I would give you hug if I could.

Pokerchips, there is much to be positive about in Europe with growth in areas like Greece. Can I ask what support you hope to get by posting here? Do you need account analysis, charting help or just unsure of your investment or short?

What will happen when the bear appears.
----
Pretty much the same. This is why people like to buy Vodafone as a defensive stock. I am not sure if this is the stock for you Djones21476. The technical trend lines have 180p as bottom and if you look into the free cash flow (FCF) and dividend there is amazing support here. Forecasts in the second year could see 260p and the technical charts support this.

"Thank goodness for the divi. Keep for 3 yrs that's 21% in your acc.plus compound interest. The equivalent of SP of 221." - Djones21476, I am glad you have come to like the stock. I personally aim for 12% growth a year so if the share price also goes up to 240p that is a good enough return but there will be many trading opportunities between now and then.

Char333, opinions are what Twitter is for (Twits). Opinions on a BB are not really welcomed positive or negative without substance. There is no substance to your negativity. The balance sheet, in particular, the FCF and the 2-year outlook remains on track and stong. The market is the problem here but the markets are driven by sentiment and this negativity is really a buying opportunity for 6 months+. Investors are not really here for a quick buck but typically have a 6+ month view or are here to collect 7% dividend in their retirement. So you negative pure opinions contribute nothing.

Lots of shorters out on BB giving it the large only because they are lonely sad people

They are out because it looks Kepler Chevreux hit VOD today with a with ‘reduce’ recommendation dragging the share price down. Stating VOD will be out on the hunt for more assets threatening the dividend. That is a load of rollox. For years the dividend appeared poorly covered but the FCF is excellent.

Acquisition in growth areas and Europe being an undervalued sector could send the share price in the long run much higher.

The shorters will be gone by the end of the week when the share price recovers.

STONKING BUY

TomE, the market cap of Vodafone dwarfs the value of such a deal at 118 million. Remember the Verizon sale to Vodafone was for $130bn.

Char333 wrote: " £ 2 40 soon, some proclaimed."

Char333 please understands that the definition of soon in VOD time is within says a 6 month view. Its only been a week or so!

When I first joined this forum Fredd1eboy posts are some of the worst information being given out. I have followed AIM for over 15 years (I am still not rich), and in this situation, Fredd1eboy is spot on. Without money, the company may not have time and if there is not enough then we risk insolvency.

Its a shame the BOD are not aligned with shareholders but that is the risk I have taken and knew before I bought and if you are not happy sell and accept your poor research. Whenever you buy a stock always check the top 10 holders!

A deal here could be worth 200m. Share diluted by say a half the upside is about 25p.

AKW is perhaps doing us a favour. But hang on reading the latest tweets makes no sense and he is clearly only an accountant:

"Option to raise funds is 100% necessary to prove we can keep the lights on once a deal is made, remember, a deal is to fund val401 not for general cash flow, we need to back the board here and we will be rewarded very handsomely" -

Why do we need to fund 401? I presume AKW has made a mistake. Phase 3 is often what deals are for. We should not be able to fund a phase 3 but I would be happy to participate if we do.

Stocks up on brexit, presume VOD is down due to limit sells being filled at 191p. We should end the day blue.

As we are showing off whos right, I was right about not breaking 180p when the share price was 180.xp

This was one of those rare opportunities that does not come around often. European stocks remain cheap. US is perhaps at the end of its bull run. We shall see.