Member Info for Longish

...also, Rahul options due 2025. If I was Rahul, I would be delivering to that timeline.

'headscratcher'

Well, we know central banks are unwinding their balance sheets. Fingers crossed China says 5%+growth

'I would rather that money was invested on reducing the share count, and therefore in the future having monies allocated to dividends being available to fewer shares than stuck in an asset making no returns. '

Still, the div is reduced to 4.5c later this year regardless of how many shares. I am going to miss that income as an investor

On a positive, what is left in europe after getting rid of italy and spain , is growing at 3% pa.

Still have UK 3 to look forward to but that might be after the election.

Holding for now

VOD just keeps giving. If you are are selling and buying on the way down, the dividend washes VODs face if you get a few wrong. Even if you consider the product a 'dog star' status - £1 for Europe and 80p for Africa imo. E& at tipping point.

@wildcat. yep good stuff. the guys playing this just run the arithmatic. just holding is best strategy imho. the average pi has no chance.. 17.77 is a **** storm if pis are woke. just hold. £1 likely as gov ain't going nowhere

'So interestingly AM upped his daily sp prediction by circa 25% from 14p to 17.4p and was still too low !!'

LoL, everyone should make money imho.

Unfortunately the market is not perfect and pricing is squeezed toward the institution rather than the individual just because of volume.Best you can do is hold unless Srhoders et all can squeeze MW out. 0.1% seems like a tweek and a dip next week, so buy the dip imho

Well that was better. But the only news is either MW and the Macro. Monday Tuesday could be explosive imho

Nice sentiment scaredcat.

I sold some VOD and bought in here. Long term I expect to recover losses on VOD . I like the led zep '10 years gone' and holding on

'No prospect of this business (with €155Bn assets across 190 countries) drying up in the next 5 years.'

€155BN of assets is the historic cost. The market cap is £20Bn and net assets significantly higher than that.

Most of the historic cost has depreciated and there are no major capex programmes in sight, except perhaps the approval to merge 3 and Vod and 5G investment. With 11% yield its looking very good compared to ...well, anything else?

'What's everyone doing with the dividend, is it worth reinventing?'

I took the div as income when the SP was 77p last week. If it's still down on Friday I will reinvest as it will have more than covered the transaction costs. If bond yields are up I will reinvest in a bond etf...

'Those who now believe that they would not be affected by such a robbery because they do not hold government bonds are very likely mistaken. Because everyone who has a fixed-interest asset provision or a private pension plan will also be invested in government bonds without knowing it.'

I can imagine a Labour Government overtly doing this. In the case of VOD, well, private interests seem to have already done it!

https://www.msn.com/en-gb/money/other/confiscation-of-private-pension-savings-what-is-the-government-planning/ar-AA1eAN3Q?ocid=msedgdhp&pc=U531&cvid=57b2e841ab7d4927963a6961de48425b&ei=9

Lovely. November looking good too.

Incentive plan wow. They got € signs in their eyes and if it was me I would be working my ******** off

Android, the busman's prayer, that takes me back.

Lets hope someone is hitting MDV with a 'rythym stick'

The dividend looks safe and VOD has a few options to keep it on track.

I prefer the cash now (3rd August div payment date?) rather than the revenue line and 10% inflation.

Hey guys, just calm down. Its the macro thats driving things. If there is any untoward influence and its illegal, the police or some other body can pick up the tcp ip addresses and work it out.

Its typical for an exec to take a private equity role after being sacked. Huge monies want the submarine assets and use for leverage in their own groups and ex VOD CEO keeps the wealth management BoD happy they are in the right place. While Google and the internet economy is building out its own submarine capacity, in the end, its the telcos who facilitate the global submarine cable utility operation. Now interest rates are high(er), VOD sunk costs in submarine will come to the fore. We could see some large 'one off' type sales peppering the performance from a huge bank of capacity. That assumes businesses are going to take advantage of the next cycle and not capitulate

Hi Dan, yes I noticed that. Its understandable though. After a few strong local ciders, I is also drawn to the joy of cider with rosie

Thanks Fleccy. If you compare each day with the average for say the last 250 days and subtract one from the other, that would show if any single days volume is higher or lower than the average for 250 days on a graph. If you do the same for price and compare the two, it shows that long periods of price drops are always followed by a number of big volume days and then by a price increase. I am not expert but that might be how large sells and or shorts show on a chart, maybe as wisebear points out.

Of course history is no guide to the future. But all this activity looks remarkably like the period, many years ago, when VOD was last at 80p and a bargain. The big institutions were working through the puzzle if Vod is a utility or a growth stock. The conclusion maybe that with the UK merger, it is a growth stock underpinned with the fundemental characteristics of a regulated utility. Hope the CMA can turn a decision around in this FY

Some interesting reading and links here for the weekend. The Guardian is suggesting VOD will be making significantly higher gains from the deal than is being promoted.

'Making some very conservative assumptions, we concluded that the Vodafone/Three merger would have the potential to raise average UK mobile bills by £50 to £180 a year – equivalent to sucking up to £12bn out of everyone’s pockets, annually.'

Of course its all academic. In the end, consumers will vote with their feet and concentrate on the network giving the most value. Comparison with the US is biased and should also compare with China, India and Europe at least. A very different perspective emerges when you do that and the merger looks better.

https://www.theguardian.com/commentisfree/2023/jun/16/vodafone-three-merger-disaster-bills'

A few things roll off the back of this. Should trigger E&, Liberty and/ or Illiad at the least