Member Info for meshtrader

"You don't need proof for MDV job.. Broker downgrade, currentshare price all reflecting her leadership."

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Says it all!

"Lol 😂 This may end in tears for some including me. I’m experimenting something since this year Q2 and "

VOD total to £400k no cfd. It was average 80p a share at the time; now after 2 dividends it’s 73ish a share so it’s still a -10% while S&P500 +16%. What a year lol maybe it’s an expensive lesson or an ill timing.

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Just sit tight. They are flushing the weak hands.

At the current price, an offer of 100 will look generous and I am suspecting an offer will emerge shortly, which would prove the market wrong. For a complete takeover 140 is a minimum.

Lse2000

Do you have proof that MDV is not doing a good job? You use the highly manipulative stock market to arrive at your conclusion?

What aspects of what she communicated do you find unacceptable?

Fleccy, indeed.

Now RR is over hyped and overvalued. From one extreme to another.

Only Vodacom is trading at over 10bn!

Trading at a 50% premium to Vod based. The difference is strong shareholders who don't sell on a whim and the full backing by the French government.

Telcos will be increasing their fees substantially moving forward based on the fact that ROCE is ca 6%, which is on par with current interest rates. Nobody can make the case against telcos that they are milking it, cause they aren't.

Looking forward to the day when the sheep will have to pay north of 100/month to gain access to the network. Telco is not a Mickey Mouse sector like that of Netflix with zero value add.

Fleccy

The wonders of the "free" market. Ridiculous levels for vod to be trading at. Reminds me of when BP was trading sub 200 back in 2020.

Its a fallacy to compare vod to BT. The latter has almost no hedge outside of the UK, whereas Vod has its fingers in a lot of pies internally and in different tech.

Again, not sure why people who are moaners are still in this sp or even posting here. You can't influence nothing so you are just wasting your time.

Thanks Jax.

I hope you are shorting or have sold out. If you are, please confirm as I would love to revisit this very post this time next year.

Only £6.8m shares traded so far today. A pathetic volume to say the least.

Brexit took the life out of the LSE. At these levels VOD will be gobbled up while GB News and TalkTV are busy leading the sheep off the cliff.

As has been said earlier, thanks to lame people who blame others left and right for their own shortcomings, we will be paying a lot higher for telco services in the near future to reflect the true cost of tech investment, maintenance and service. Telco is not a human rights service.

The market is hugely underestimating the untapped power vested in the teclo sector thanks to the freeloaders, i.e. cloud and media companies who use their infrastructure for free and without paying a dime in servitude. The tables will be turned shortly.

Lse2000

So your thesis is that some participants among the £34m traded shares are shorters responsible for the drop and the breakthrough of the support level? Where is the logic in this?

Where is the scaling and snowball effect in yesterday's move? You think seasoned shorters are dumb?

Apologies meant to say £34m of vod was traded

Lse2000

Where is your proof on the shorting? There is literally no real money driving/pushing the share down. Yesterday's volume was ca 50m shares--> ca £63m traded. That's like 4 days worth of gross interest for Bezos.

Anybody and I mean anybody thinking to short this stock is a lunatic. You could turn around and say that one could have made 30% in less than year by shorting vod, which is true, but it would have been a trading decision purely based on luck. Fundamentally speaking, this should be traded above 160. No hedge fund worth their salt would short this stock based on the current information. Pure madness and imprudence to short.

FYI This is the latest dashboard of most shorted stock in Europe. Where is telco in here? https://whalewisdom.com/short_position

Looked at ways vod is trying to improve on the energy hungry stations. Below some interesting articles.

[1] Vodafone total energy cost

https://www.lightreading.com/sustainability/vodafone-s-new-energy-deal-won-t-make-it-much-greener

[2] Origination of lion's share of energy cost

https://www.orange-business.com/en/blogs/greening-telecoms-network

[3] UK energy cost

https://www.telecomtv.com/content/digital-platforms-services/vodafone-uk-targets-zero-traffic-zero-watt-future-for-networks-49166/

[4] Energy cost improvements in Germany

https://www.ericsson.com/en/press-releases/3/2023/new-energy-saving-technology-used-for-the-first-time-in-the-german-5g-network#:~:text=The%20new%20energy%2Dsaving%20radio,for%20today's%20large%2Dscale%20rollout.

It looks rather feasible to increase the free cashflow by ca €294m in the near future. This figure is based on the average energy savings of 35% [4] applied to 5g stations only, which appear to account for 70% [2]of the total consumption in the telcos. Vod total energy spend appears to be €1.2bn/year [1]

Vod is already hard at work leveraging big data and AI to optimise the entire network and rather advanced in their digital transformation strategy. I expect all the above converging in a year or two to deliver the synergies that have been set out on the energy consumption side.

Anybody with industry insights on the station energy efficiency metric , please do share your thoughts.

Spain and Ily will have likely been offloaded from which there will be at least 15bn to pay off outstanding debt. The debt refinancing in 2024 is likely to be paid off by cash. The others due for refinancing will be multiple times covered by the new cash.

So all smoke and mirrors. The total debt will also shrink massively as a result of the 3 merger. In 2 years time we will be looking at a net debt of ca 10-15bn.

As for the puts - if div is slashed, the sp will jump significantly so the logic of puts is flawed, unless your thesis is based on market agents using the puts as a way of sending a signal., which is equally flawed.

"Going off the Google Finance charts Vodafone is hitting 27 year lows, it'll be interesting to see if the market can push it down much further from here."

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At these ridiculously low levels it may get gobbled up. Deutsche is now trading at 5x vod

A hostile bid may come in at just above 100 to test the appetite. I would have done if I had the means.

Yesterday's dropp was 90%+ caused by the ridiculous lawsuit in the UK.

At every turn the least profitable sector is getting shafted left and right by these rogue european governments.

UK by far the most banana republic kind of them all with the least competent officials who are more suited to jobs at a circus.

All this indicates the telcos have severely mispriced their services and as a result the consumers and businesses will have to face much higher fees in the future.

"Vodafone shares fall as much as 2.2% after Exane cuts the stock to underperform, saying the sale of its operations in Spain and potential deals in the UK and Italy are likely to dilute FCF"

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The same French Exane which has an outperform on Orange? lol

Anybody who pays attentions to these analysts deserves to have their heads delivered to them on a plate.

"she's had her chance, she was cfo for years at vod. i do agree shes only there because no one else wanted the job. either way **** me she's really ****ed up. wait for the div cut which is coming for sure"

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You really underestimate her skills and leadership style. This is not a quick turn around. More like a tanker trying to turn things around, which is exactly what she is doing.

A lot of people on here have never run their own businesses or taken any significant risks, yet they have a lot of opinions without the experience or knowledge to back it up!

You don't like this share, get off and all the best.