Member Info for meshtrader

The UK government has lost its main leverage keeping big global company HQs here by hiking corporate tax rate to 25%. If the merger doesn't get the blessing without too much constraint, say goodbye to Vod HQ. Likely move would be to Dublin (?) to maintain its ties to EU, while maintaining its presence in the UK.

Swzers don't pollute this board with your nonsense self promotion

https://youtu.be/QWhGHxrK9w8?feature=shared

Even with the reduced annual dividend from FY25, the yield is 5%+ at current SP!

Purely looking at the yield curve vs the average FTSE100 dividend yield, the sp has room to climb to ca 1.28 in order to get to the average which is 3%.

The book value and the implied SP to reflect it has been discussed at lengths in the past 18 months.

BEo1

My simple cashflow calculation based on information provided in the quarter update, isn't the same as free cashflow as operational investment details isn't available to us. FCF is and should be lower as the business needs to maintain a degree of investment to ensure continued growth.

The table merely shows the business fundamentals seem to have improved compared to the same period last year despite the ongoing transformation of the German business.

Interesting, both operate in the UK. BT's total revenue across all revenue lines dropped, whereas Vod gained in all.

ValueS,

I have adjusted the table and added the footnote for the sake of clarity! I don't know the amortisation amount - haven't had time to go through all the material. Depreciation has no impact on cashflow - zero. Amortisation is unlikely to be any different to last period, I simply dont know why I put in the note for transparency.

Vod business is steaming ahead as planned. Its right there for everybody to see based on today's update and yesterday's update by Vodacome.

"It's hard to stop moaning about this under performing company, avocet. There's no let up in the negativity around it. To help my mood, could you give me a Vodafone related positive? "

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investing is about facts and not your mood. If you allow yourself to be persuaded by miss informed headline journalism, then you should not be in this "game".

As for Germany, the ignorant reporter missed the point that Vod leadership knew about the material changes due to legislation of social housing bundling, hence they took measures to counter the cashflow effects by signing a 20 year deal with 1&1 which will have a material positive impact as of next year. Moving forward its Vod Business services that will be the main differentiator in mainland europe and elsewhere.

Vodafone is perhaps one of the best hedged telcos out there. You will soon see the impact of share buybacks. So far only 500m EURO worth of shares have been bought representing which is ca 2.2 of the outstanding shares. The total target upon completion of Italian sale is 4bn, which is ca 20% of the current float based on today's sp.

ValueS

Hope this helps https://freeimage.host/i/dxUxioN

ValueS

You are comparing apples to oranges!

Here is how you should read the numbers in my opinion: https://freeimage.host/i/dxS0eA7

11% growth compared to last year - almost brining in €100m/year👊🏼

Fantastic growth rates across all regions - super progress!

https://freeimage.host/i/dx8kxxR

Https://www.itweb.co.za/article/vodacom-earmarks-r115bn-investment-in-sa/RgeVDMPRBG8vKJN3

Surprised nobody posted these results today

https://www.vodacom.com/pdf/investor/quarterly-results/2024/vodacom-trading-update-1q25.pdf

What a great asset vodacom is to the company and a cracking partial hedge. Mpesa is killing it - $400bn worth of transactions in the past year👊🏼

There are safety critical measures in place for certain workflows and processes. 100s of millions of devices are connected to Vod IoT platform already and it will just grow exponentially from here on with the emerging AI.

It's been rather quiet around the spin-off of the IoT platforms as a separate business.

the bt pump is the most ******ed move and reminds me of the gamestop pump and short squeeze.

"sales will keep on growing"

Wishful thinking is a bliss

Surprising sp reaction which can mainly be attributed to the higher announced div.

Looking at the numbers, the business is bleeding cash and most likely she will need to take on debt to pay the prized div to please disgruntled shareholders. Not a sustainable path. Bt has also taken on higher debt since this time last year. Less than 400m in cash!

Easy to make a comment about cashflow in 5 years time when nobody can make any accurate predictions about next year, let alone so far into the future.

I am a big fan of telcos but this one isnt stable yet to support the kind of div she is proposing. A dangerous trajectory.

DYOR and good luck

"I Dumped over half my holding friday, hoping to dump the rest tuesday. This share and company has more bad news to come for sure. After my experience signing up to Vov broadband and them canceling it the day before it went live tells me their losing customers, not gaining them. Even worse they use an indian call centre that can't talk english, the worst experience ive ever had. I Signed up to EE and they had me on line within hours. Good luck to all, you need it"

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What led you to speak to someone in India? What was the issue?

The vod support chat app is almost instant and no need to call anybody. Should you experience a delay in a delay of the promised action, simply drop a message in the community portal and you'll have a case manager in no time attending to your question, if it was a valid one to begin with.

Right on mission to screwing up sbux😂😂

https://www.youtube.com/watch?v=zaPJWgbliQ8