Member Info for longtimeinvestor

Rob

'' what you seem to have a lot of difficulty with, is you don't seem to be able to accept that other people may have a different opinion to your own ''

Am opinion is completely different from complete nonsense being posted - the people posting such nonsense should be grateful when someone points out that they have posted nonsense .

Whether Vodafone would be a good investment or not is an opinion.

Implying that the market would fully value cash in the market capitalisation is pure nonsense - as I have pointed out Vodafone have 10 Billion + cash already , so along with sale proceeds that adds up to 22 Billion. Vodafone minus the cash would not be valued at Zero.

''I know you are new to this board''

see what i mean - nonsense.

You will find that I was on this board before you and quite possibly have been invested a lot longer

''do us a favour and and try and accept others may have opinions ''

I shall have to repeat - an opinion is not the same as posting inaccurate nonsense

Rob

''Kev, this guy has clearly got some mental issues mate''

I'm afraid it sometimes takes many posts before some idiots see the light (if at all)

''He actually thinks this has been a good investment dropping all the way down from £2,55 ffs''

Why is it that people start making things up when they have nowhere else to go?

Also sold at 255p on 26/05/2015 - maybe that gives food for thought/hope for those investors keeping for the longer term.

The market values Vodafone on a daily basis - currently at a large discount.

On the 12th December 2017 I made a sale at over 230p per share when there was not

a large discount

The market values Vodafone on a daily basis - currently at a large discount.

On the 12th December 2017 I made a sale at over 230p per share when thee was not

a large discount

Kr

you are digging ever deeper.

Vodafone ALREADY has 10 Billion + of CASH on the balance sheet.

With your logic the cash on the balance sheet added to the returns from asset sales means the rest of Vodafone is worthless.

The market values Vodafone on a daily basis - currently at a large discount.

Vodafone currently has over 10 Billion in cash on the balance sheet

KR

''If the business has 12 billion in cash and is valued at 22 billion, what value do you believe that the market is placing on the business minus the cash?''

what is it you do not understand about a 'discount' ?

Vodafone market cap is at a huge discount to net assets of 63 Billion Euro.

12 Billion of those net assets of 63 Billion will be REINVESTED .

4 Billion of that 63 Billion net assets is being invested in Vodafone shares, which at the current levels would increase earning per share by 18%.

Spanish and Italians assets in 2023 made a LOSS of 432 Million Euro .

The current market cap of 22 Billion is not split £12 Billion for loss making assets and

10 Billion for the assets that create ALL the profits

Current year profits should be about 13 Billion

What is it you do not understand?

Without buybacks there would be about 76.1 Billion shares in issue.

Based on the current market cap with those numbers of shares in issue the current share price would be about 44.68 p

A1

uneconomical? -

I would say that removing shares that would otherwise be entitled to double digit returns as being a good investment.

Without buybacks there would be about 76.1 Billion shares in issue.

The share price would need to be close to 60p now to get to the Jan 2022 market cap.

The 2018 buyback was conducted at an average price of 63p with Billions more shares in issue

''Spain has 2 similar territories in Morocco, Melilla and Ceuta which they claim sovereignty over.''

https://www.theguardian.com/world/2023/aug/29/the-melilla-massacre-spanish-enclave-africa-became-deadly-flashpoint-morocco

Total Voting Rights

28th Feb 2018 72,086,432,586

28th Mar 2024 63,716,020,308

Current year profits should be about 13 Billion

Spanish and Italians assets in 2023 made a LOSS of 432 Million Euro .

The current market cap of 22 Billion is not split £12 Billion for loss making assets and

10 Billion for the assets that create ALL the profits

Spanish and Italians assets in 2023 made a LOSS of 432 Euro .

The current market cap of 22 Billion is not split £12 Billion for loss making assets and

10 Billion for the assets that create ALL the profits.

KR

''If the business has 12 billion in cash and is valued at 22 billion, what value do you believe that the market is placing on the business minus the cash?''

what is it you do not understand about a 'discount' ?

Vodafone market cap is at a huge discount to net assets of 63 Billion Euro.

12 Billion of those net assets of 63 B is being reinvested .

4 Billion of that 63 Billion net assets is being invested in Vodafone shares, which at the current levels would increase earning per share by 18%.

What is it you do not understand?

Kr

You think that excluding Italy and Spain, with sale proceeds INVESTED in assets at a large discount would mean that all the rest of Vodafone that makes ALL the profits would be valued by the market at under 10 Billion Euro with the business having net assets many times greater. Absolute nonsense. You should have remained silent as per the first 9 years

4 Billion invested at current prices would boost earnings per share by about 18%

Monies are being raised from non performing assets, and not from the sale of assets making the profits for Vodafone - a big difference.

''Della Valle has acted decisively in identifying and resolving the issues surrounding Vodafone's under performing businesses in Italy, Spain and the UK.''

''the sale to Swisscom marks a full exit from Italy, a market where, a spokesperson from Vodafone said, it was "not possible" to get returns on capital''

https://www.morningstar.co.uk/uk/news/247392/vodafone-shares-are-ailing-will-the-italian-disposal-help.aspx

Kr

you would have been better remaining virtually silent as you were for the first over 9 years of your KR id. - that way no one would ever have known.

Kr

''I’ve not put any figure on what the market values the wider business ''

I suggest you give up you are making yourself ever more pathetic

KR

''If Vodafone had 12 billion cash and a market cap of 22 billion, then the market has already valued the remaining business at 10 billion''

''Yes, the market will reduce the market cap/share price to reflect the billions being spent''

stop digging your hole any deeper, you will soon disappear.

Profitability will not be be diminished from the sales and yet Dan/KR

you both think that Vodafone would have a market cap of under 10 Billion Euro if all the proceeds were INVESTED in Vodafone shares.

4 Billion Euro is actually going to be INVESTED out of current Net assets of 63 Billion Euro.

That is 4 Billion to purchase assets at a very large discount.

Kr

''I’ve not put any figure on what the market values the wider business ''

I suggest you give up you are making yourself ever more pathetic

KR

''If Vodafone had 12 billion cash and a market cap of 22 billion, then the market has already valued the remaining business at 10 billion''

''Yes, the market will reduce the market cap/share price to reflect the billions being spent''

stop digging your hole any deeper, you will soon disappear.

Profitability will not be be diminished from the sales and yet Dan/KR

you both think that Vodafone would have a market cap of under 10 Billion Euro if all the proceeds were INVESTED in Vodafone shares.

Net assets are 63 Billion Euro.