Member Info for meshtrader

Fleccy

We are at peak summer season and many institutional traders are off, which has a knock-on effect on trading volumes, hence the old saying of to sell in May and go away.

By mid Sep order will be restored. Right now, stupid money is moving things around. I have said this before, if I had the means, I would have taken it private myself. Maybe some day ;-)

Dan, indeed, pi has no absolute value.

Another (fun) hidden message is and was "Tars". Those who have watched Interstellar may recognise it😉 It's the name of the spaceship robot. A brilliant movie from 2014. Highly recommend it.

Dan, it's a pun. The decimals are from pi😂

Fleccy, vod has so many promising business prospects going for it and personally really happy that, for now, MSMs and general market is incapable of appreciating the huge potential in the coming years. It's a bit like EVs 10 years ago. German car makers scuffed at the thought of an EV future. Look at them now. Tesla can't even see them in its rear view mirror. Same will happen here. On the market side of the equation, tesla is massively overvalued, but thats a separate discussion😃

Imo three particular application areas that will differentiate vod from the rest in the coming years, and as a result, the businesses service revenue is likely to get to parity if not higher than the consumer side of the business. These are:

1- IoT https://www.iotworldtoday.com/connectivity/vodafone-hints-at-iot-spinoff#

2- M-Pesa https://www.mckinsey.com/industries/financial-services/our-insights/driven-by-purpose-15-years-of-m-pesas-evolution

3- A.I. and Automation https://telecoms.com/516280/vodafone-and-googles-new-mega-ai-is-the-best-of-big-tech-and-telco-collaboration/

We live in an ever changing world where tech is evolving at an alarming rate, but that only creates new opportunities. If companies dont adapt and embrace change and new technology they will become obsolete and bankrupt faster today than a couple of decades ago.

I also see a potential tie-up between vod and Starlink in Africa.

Fleccy - agreed and that's why I am going in super heavy.

Mrlong - indeed pundits are ignorant of brand value. For Gods sake, Vos is UK's top brand!!!

Jax - you forgot the ca €400m/year cashflow positive deal (to be rolled out by end of next year) with 1&1 signed this week? As a result Telefonica DE is wetting its pants.

The surreal realities of these markets. KKR are said to be preparing a €10 bid for 80% of Telecom Italia's broadband unit only.

Remember Vodafone's broad band market share in Italy equals that of Telecom Italia. On the mobile side, which isn't covered in this bid, Vod has the largest market share ca 30%.

The fun part is that the €10bn bid is ca half of Vod group's entire market cap😂

Really weird times in the markets.

PS Increased my holding significantly this week.

"Not just on Vod’s colossal debt pile but on ordinary folk being squeezed so not upgrading to the latest iPhone. Look at Apple"

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Per this logic, they keep their and pass on phone upgrade. Again, everything is relative. Vods debt is within the norm and easily manageable. Its part of their business model.

"Vod is a dinosaur which sits nicely into Germany’s crumbling 19th century economy."

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Ah you mean germany is crumbling but US isn't?

"You wouldn’t want all your eggs in that basket. "

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Vod itself has a hedged business model

Fundamentally speaking the question is what constituted the sp to be hovering around 1.4 in feb 2022 and what constitutes the sp to be in the region of 0.7 today?

The markets are currently mispricing assets across a number of sectors, which is bound to self correct in due course. This is also applicable to peers of vod small or large. Simply look at Swisscom and Telstra where each of their respective market cap is almost equal to that of vod and bt combined!

Shame if vod was to be acquired taken off the market as that likelihood is increasing for every passing day with cash and short liquid investments north of 18bn = current market cap.

Much of the current turmoil in the UK markets are self inflicted thanks to a series of ignorant poor governmental policies over the past two decades preventing the UK to become and remain its competitive edge.

For me, I am loading massively on vod. Increased my holding by 25% yesterday and am inclined to add more.

All the best to you all.

In no time has this sp gone from under valued to over valued.

All the best to holders and goes to show the madness of the market.

"Avocad 321 - If you is happy with a 0.02 rise then so am all of us."

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Just check out the sp price action of telefonica today to see the massive impact the vod deal with 1&1 has on its competition

"Mm suckered buyers in today. Then drop it 4%. Unbelievable. FCA need to sort out this bent market."

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It was a US gap open cover. No more chasing for algos below here.

This stock wont hang around below 1 for too long. Anything below 90p is a screaming buy

Fleccy

It's all window dressing MSM taglines, the one about debt etc. In relative terms Vod is the most under valued heavy lifter. This has been mentioned numerous times in here.

The cashflow is drastically going to improve in the coming quarters as spending on spectrum won't be burdening the FCF and debt table is solid for the foreseeable future.

At these levels, with or without div this is bargain.

Gap from results day filled - let's see how the sp behaves from here on. For the bullish case, we need to get up to 90 area on the weekly and break through it. That would imo activate the bullish divergence.

Looking at page 241 of the annual report listing all spectrum bands for each region, it appears an insignificant outlay is expected towards acquisitions of new bands until after 2030.

This will have a massive impact on cashflow in the interim excluding the boost to top line as a result of business user uptake.

One month old article but an interesting read:

https://www.lightreading.com/regulatorypolitics/a-spectrum-hoard-after-vodafone-three-merger-would-be-awkward/a/d-id/785342

Mega (potential) bullish divergences on both weekly as well as monthly in play. The next couple of month's candles will be super exciting to follow.

Worth knowing 100MA is 120 for weekly and 150 for monthly - huge delta to where the sp is trading today.

Jax, Mole and the rest - the same 2x+ gain will happen to Vod before you know it.

Vod is THE most udervalued UK large cap on FTSE.

"Look at RR joke of a company nearly at pre covid levels and mcap closing in on Vod. What does that say about Vod - avoid imo"

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Lol just booked over 100% gain over at RR.

The old fool's cliche; whether to pick up a $100 note from the pavement

Wow what a move.

Closed all my positions with over 100% gain. All the best to you all!

Which country has the highest ARPU for mobile contracts as per Vodafone's latest quarterly earning's report?