Member Info for meshtrader

Https://www.linkedin.com/pulse/indias-airtel-talks-buy-vodafone-uks-stake-indus-towers-wbthc

This would inject another €2bn!

Since the buy announcement the shares have increased by almost 10%.

This is what happens when strong shareholders hold the majority of the shares. Rarely selling down and limiting shares in circulation.

UK listed companies have been taken to the cleaners and their SPs manipulated to offer a discount to PEs/Hedgefunds alike.

The lower the sp stays the more of the outstanding shares the company can scoop up. When the elephants in the markets realise the untapped value and ROI, the sp will be well above 100.

The former CEO destroyed the company

Is Jsteh a new alias for our friend jax?

What's funny is that this news isn't appearing on the front page of FT. An 8bn deal in the UK is substantial.

FT just licking the behind of American garbage stuff. Japanese owners paying lip service to their American overlords.

Why?

A- signalling to markets the final dividend of 4.5 to be maintained

B- share buybacks of over 4bn

C- Dividend rebasing to 4.5p from FY25

Putting things into context, the suggested buyback represents ca 22% of the current market cap. With the final div of 4.5, big investors will be scooping in to secure 6.6% div yield from FY25 and getting another 6.6% for free.

All in all, the sp won't take long to rocket up to 100+.

Its funny how much bs is appearing on this board as soon as the sp dips on super low volumes.

Why on earth would anybody bother to post garbage here day in day out? Get a life and a job!

No wonder the likes of $hitcoin are surging - the last idiot isn't born yet.

Any such concessions means the likes of virgin will have to cough up the money to buy spectrum from vod and three. So more cash! Whichever way they win 😜

Https://www.lightreading.com/ai-machine-learning/vodafone-cto-warns-of-big-tech-lock-in-with-generative-ai

Pkerchips

As has been discussed here many times before, vod's future lies in its business services, this is where they have a significant differentiators which many pundits are missing completely. They are growing this segment substantially and they just got started. D

Things will become obvious in the medium to long term by when its too late to load up

Losecontrol

I hope you are not "losing control" lol

I would re-phrase and pose the question differently - do you see a better value now compared to when you first invested in vod? Averaging down terminology is rather misleading, because if you don't believe in the underlying security, then you should not add more to your holding whether in vod or something else.

From a logical point of view, the money that's burning in your pocket right now has almost infinite number of homes to choose from. The dilemma is which one offers your money the best seat in the house? Your goal is to optimise your objective function, which is CAGR of your invested fund. It may feel and look as if you are doing better by "averaging" down, but it's not the true reflection of the real world.

I can only speak for myself. I see a massive value at these levels and to me Vod is one of the best investment opportunities out there today in these crazy markets. As an example, just look at ARM, it is now trading ca 40x its annual revenue!!! Pundits on CNBC may argue otherwise, but they are being paid by the sell side to push their agenda and story lines.

Lastly, don't listen to anybody, inclusive of this user :)

Correction, the combined market cap is 40bn, where vod's holding is worth ca20bn

Currently trading at 20bn, where vod's holding is more than 50%.

Says a lot about the dysfunctional markets and miss pricing. A reversal to the standard norm and mean is inevitable.

Lse2000 and the rest of the gutter clowns, this is not the muppet show chat board. Google to land on the right page.

Thanks Jax - just added 5% to my holding. The div timing could have not been any better.

The fools keep misrepresenting comparable key metrics:

"Today’s trading update provided a detailed breakdown of its operations across the world. Unfortunately, there was little mention of the group’s balance sheet which, as of September 2023, was saddled with over €65bn (£55.5bn) of debt and equivalents. At today’s share price, that’s almost three times bigger than Vodafone’s entire market capitalisation!"

Vod has one of the lowest net debt to EBDITA of the global players in telco. To bring up only the total debt side is meaningless without mentioning the asset side.

"3.3. billion free cash flow guidance Vs 18b market cap seems very good to me"

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They sold the Spanish business at a cash FCF multiple of 12+! Vod is currently trading at ca 6x FCF.

"The biggest market is the weakest link

That’s the problem"

--

The german economy shrank by 0.3% in Q4 , yet Vod managed to grow it by 0.3%.

-Group service revenue growth of 4.7%* (Q2: 4.7%*), or 2.5%* (Q2: 2.8%*) excluding Turkey

• Broad-based service revenue growth with 14 out of 17 markets growing

• Germany service revenue growth of 0.3%* (Q2: 1.1%*), reflecting Business phasing and non-recurring revenue from

service providers in Q2

• Vodafone Business: service revenue growth accelerated to 5.0%* (Q2: 4.3%*) driven by strong performance in digital

services

• Vodacom service revenue growth of 8.8%* (Q2: 9.0%*), with improved trend in international markets and Egypt

• FY24 guidance1,2 re-iterated: Adjusted EBITDAaL c.€13.3 billion and Adjusted free cash flow of c.€3.3 billion