Member Info for meshtrader

What do you expect for the politicians to not denounce this hijack??

A warning had been issued, period.

You are telling me Ryan Air does not carry US citizens? You are further insinuating that many of the EU member states are not part of NATO?

Don't be biased simply because you are long on these shares.

Ryan Air and other airlines had been warned about flying in close proximity or within the Ukrainian air space already in April!!
https://www.reuters.com/world/middle-east/us-warns-airlines-flights-near-ukraine-russian-border-2021-04-19/

why the comparison doesn't makes sense is best illustrated with the following:D. https://www.youtube.com/watch?v=A-RfHC91Ewc
Happy Friday!

BT is just getting warmed up mate. Super reversal on the monthly chart. It'll be climbing back up to ATH in the next couple of years, if not sooner.

IMO it's pointless comparing BT with VOD.

"VOD though is weighted towards Germany though within their European area ..and so..is kind of linked to EU economic prospects ....if Germany falters then..what tends to happen is there is a domino effect leading out towards Spain, Italy ..etc"

The above could be argued about any major market, i.e. US, China etc.
In Germany, VOD plays a critical role in offering consumers a viable, solid, alternative to Deutsche Telekom. In fact, VOD is the only true global mobile player. People seem to have forgotten that it's THE brand synonymous to mobile services in many parts of the world. That's one unique strategic position to be in.

Also, and as a side note, in the African continent VOD evangelised the payments and transaction among individuals and small businesses though their mobile payment initiative raising the standard of living for many by bypassing intermediaries. Remember, due to poverty and lack of significant infrastructures, people had to travel for hours, if not days for even tiniest of transactions. That has lead to a positive feedback loop, one which will just keep growing in importance and impact.

VOD's biggest misstep, strategically speaking was when Calo decided to sell Verizon shares. A big mistake, which was enforced by greedy and ignorant institutional investors lest personal behind the scenes motives and incentives. That single move depreciated VOD's brand value and weakened its global and local power play options.

/Mesh

There are many differentiators between the two, but the main difference is source and geographical revenue generation.
On the latter;
BT: 82.5% of total revenue is generated in the UK
VOD: 22% of total revenue is generated in the UK

This is a significant differentiator IMO. VOD is better hedged and positioned as it's unlikely for all regions to enter recessionary cycles simultaneously as has been proved through the latest statement.

@skid35
Sit tight. The first target is 168-169.
All the best.

@skid35
In reality, the announced 9c div will be coming off this year's cash flow.
PS apologies for the earlier remarks - my bad.

well spotted both and apologies for that. I am using an automated script.
Still the FCF cover ratio is well in tact. This year's cash flow was massively impacted by the spectrum expense. In the current fiscal we should expect a bump up in FCF back to 5billion levels.

@seen_it_done_it

No probs. Have a look at https://investors.vodafone.com/sites/vodafone-ir/files/result_document/vodafone-fy21-press-release.pdf;

(1) Entry; Profit / (loss) for the financial year: 536
(2) A div of 9c *2.4billion shares gives you ca 220
(1)/(2) gives you the ratio in question.

The more realistic cover is that of free cash flow/div cover.

Hope it helps.

"The dividend here is uncovered and at current rates certainly not sustainable"
lol what a load of ...p
Profit/(loss) for the financial year: 536m
Div: 9c
Total outstanding shares: 2.4Billion
Free cash flow (post spectrum): 3.1 billion
-------------------
Now, let's do some very basic math!
Net profit/Div ratio: ca 2.48 times!
Free cash flow/div ratio: ca 14.35

Any more nonsense you would like to share on here?

/Mesh