Member Info for meshtrader

"I short when I see a good opportunity for a retrace, I can go weeks without a short trade. I do have certain criteria and its not just a blind punt. I certainly dont go all in on my first tranche. I added again on Friday but nothing today, I will wait now and see what happens over the next few days. It will retrace its just how much. It could retrace to 140 and go another run upto 160-170. I would then most likely close it out at 150 if thats the case. Because my inital criteria for the short will have changed. But for now and im still here"
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Apologies, but a flawed logic. A professional shorter would have put a stop loss just above 150 so your positions should have been closed by now.

I wish you all the best but don't put your pension pot in "this" trading system.

As a comparison to vod's 4x FCF:
verizon ca 10x
Deutsche Telekom ca 7.5x
Orange ca 8x

Trading now at ca 4x FCF

At this rate and current trend, soon the Vantage Towers market cap (ca EUR17billion) is as big as the entire market cap of Vod.

IMO this is now ripe for a hostile take-over bid. Mind numbing and surreal price action.

I wish I had a few billions which I could use as collateral to take this private myself.

If out of sheer luck the company is not snapped up, the entire BOD should be replaced. The lack of leadership with b$$ls and no clear communication is rather shocking.

:D

Selling vodacom would be one of the most strategically stupid moves ever. For that reason, it won't happen, unless sold at a massive premium.

Sure, but the ratio of the put/call option is what matters regardless of time frame. As an example, you load up on calls with shorter maturity and may or not load up on either calls/puts on a longer dated option. Regardless of these various combinations, the ratio will provide you with the insight.

If the stock is being weighed down by more puts, then it will be visible on the rate of change (derivative) of the put/call chart.

Also, the options markets is a great vehicle to deceive the actual intent.

The bottom line is to long or short a stock the way you see the company perform not what others do. FTX is the latest great example of it. All the "smart" money wanted in on it.

Poker, what do you see, statistically, that is not visible here? Your claim of the option market driving this doesn't seem to be supported based on this chart: https://www.alphaquery.com/stock/VOD/volatility-option-statistics/150-day/put-call-ratio-volume

Feel free to share other sources.

Android,

I would rather the leadership spend ample time to evaluate deals instead of jumping into anything just because a hedgefund manager is eager to make a fast return to the detriment of the company.

As outsiders we lack complete context of the real motives behind these initiatives. Vod should sit tight on strategic assets; Vodacom, Germany, Italy, NL and UK. Vantage part ownership benefits the company medium to long term, otherwise they will have to lease without the rights to share the profits.

Someone posted in here recently that the likes of Buffett wouldn't look at telcos because of their fundamentals. Wrong, he was heavy in verizon until this summer where he sold out all berkshire holding.

He is the GOAT of investing - period. That doesn't mean one should copy his moves as one lacks the context etc. Do you recall he revealed his openness to UK markets by investing in tesco, only to reverse and sell out at a loss a couple of years later? His investment strategy is mainly tailored to the american market and style.

Only late last year he gambled, yes, gambled on Activision betting msft would acquire it. Last night proved him wrong. Things not 100% concluded but unlikely the deal will happen. Looked from his prism, the odds of his bet (it wasn't an investment!) have crashed significantly. The stake of his bet isn't huge by the total net worth of Berkshire, but 10 billion stake is still not a small change.

Vodafone sp is right now like the riddle about the $100 note on the ground and two professors arguing between themselves if it's real why hasn't anybody picked it up yet.

"Strip out Goodwill and it's like saying the Mona Lisa is only worth the price of the frame and you may as well throw away the canvas. "
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lololol cracked me up and spot on mate.

"The results are complex and the accompanying statements are somewhat misleading, so it’s hardly a surprise there’s been a panic since they were released and Read was sacked. Tbh I would have sacked him just for presenting those results the way he did, never mind all the opportunities he failed to capitalise on this year."
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Which part is misleading? I stated the margins here on the collateral on the day of the release. The issue is that the market wants to hear what it wants to hear. Vod is no more leveraged than its peers. Happy to be proven wrong.

Read is an accountant and accountants typically don't make good CEO's and they are certainly no technical visionaries. Just look to Apple and Tim Cook. He is still thriving off the back of the great Jobs.

Sorry to say, but if an "investor" doesn't see value at these levels, then one is rather risk averse and there is nothing to explored here. Best to look into bonds.

By any fundamental measure, this company is a steal at the current price. IMO this will become quite obvious soon.

I have stated this multiple times in the past. UK is suffering from an extremely weak shareholder culture and the stocks are being punished for it. Both Orange and DT are partially owned by their respective governments and they will bring down vultures trying to spread rumours or to push weak hands out.

Had vod been an American company with similar fundamentals, it would have been trading at 2x the SP.

Wow terry you take the prize today. Tell us more facts about vod please...all ears.

Terry, let me get this right. You go long on the garbage sdry and are all doom and gloom on this one?

Wow JPMs catalyst lol
This board is hilarious:D

"For those of you wondering what this new & unhelpful broker assessment means … A negative catalyst in the markets can be anything that leads to a drastic change in a stock's current price trend. The most common catalysts come in the form of new, often unexpected, information that causes the market to reevaluate a company's business prospects. On signs the market will adjust the share price accordingly & any loans a company requires become increasingly expensive & hard to obtain.
A slippery slope I fear, sad."
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Gary, indeed, pension funds are the dumbest money in the markets. When they sell you buy and when they buy you sell.

Lol same jpm that cornered the silver market a few years ago?

I see this board is now attracting punters from betting shops lol

Peak pessimism when outlandish predictions are made based on fluff and wishful thinking. Similar to those who called this time last year, bitcoin hitting 100k before the end of 2022.

Sp is shockingly undervalued. The Uk arm alone would be worth somewhere between 15-20bln

Lol

Looks like his intent all along was to get in with minimum capital to influence asset fire sale to snap them up through other vehicles:
https://news.bloomberglaw.com/mergers-and-acquisitions/xavier-niel-offers-vodafone-help-to-break-up-telecom-giant?utm_source=rss&utm_medium=MRNW&utm_campaign=00000184-e33b-d236-ab9c-e77fef5f0000

Also, this joker should not be the one advising others on debt reduction:
https://iliad-strapi.s3.fr-par.scw.cloud/iliad_Group_Q32022_Quarterly_Report_5e89250d86.pdf