Member Info for longtimeinvestor

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.

Kr

''Just repeating the same opinion presented as fact, like a broken record.''

it appears it is needed, for it to sink in .

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.

KR

stop digging your hole any deeper.

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.

Words fail me

KR

stop digging your hole any deeper.

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.

Words fail me

KR

' if they cancelled them it would.''

Vodafone will be CANCELLING shares to reduce share capital.

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.

Words fail me

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.

Words fail me

Dan

''Try to ignore all the nonsense L.T.I. is going on about''

''If vod buys back 4 billion euro's of shares & cancel them, the market cap will reduce by 4 billion euro's. The 4 billion euro's comes out of the market cap''

Kr

''Yes, the market will reduce the market cap/share price to reflect the billions being spent which is mitigated by the cancelled shares. In of itself, zero sum. Simple really.''

Yes you really are simple.

Dan/KR

Vodafone will receive 12 Billion from sales.

Using your nonsense logic -

If vod buys back 12 billion euro's of shares & cancel them, the market cap will reduce by 12 billion euro's. The 12 billion euro's comes out of the market cap

That would give the rest of Vodafone a market cap of less than 10 Billion

KR

you are getting worse

''If Vodafone had 12 billion cash and a market cap of 22 billion''

They are being paid 12 Billion from the sale.

'' then the market has already valued the remaining business at 10 billion. ''

oh dear oh dear oh dear - how pathetic a statement is that is that.

Kr

''Yes, the market will reduce the market cap/share price to reflect the billions being spent which is mitigated by the cancelled shares. In of itself, zero sum. Simple really.''

Yes you really are simple.

Dan/KR

Vodafone will receive 12 Billion from sales.

Using your nonsense logic -

If vod buys back 12 billion euro's of shares & cancel them, the market cap will reduce by 12 billion euro's. The 12 billion euro's comes out of the market cap

That would give the rest of Vodafone a market cap of less than 10 Billion

Kr

''But the reduction in shares means the price stays the same''

The market values Vodafone (market cap) on a daily basis, which means the share price will change.

Dan

Vodafone will receive 12 Billion from sales.

Using your nonsense logic -

''' If vod buys back 12 billion euro's of shares & cancel them, the market cap will reduce by 12 billion euro's. The 12 billion euro's comes out of the market cap''

That would give the rest of Vodafone a market cap of less than 10 Billion

Dan

4 Apr 2024 16:04

'' If vod buys back 4 billion euro's of shares & cancel them, the market cap will reduce by 4 billion euro's. The 4 billion euro's comes out of the market cap''

Vodafone has net assets at about 63 Billion Euro

Italian and Spanish sales will bring in 12 Billion Euro

Vodafone market cap is less than 22 Billion.

The rest of Vodafone (excluding Spain and Italy) would not have a market cap of

less the 10 Billion Euro - End of