Member Info for mishmos

johandesilva, you have a guarantee on the free cash flow then?

I wonder what the affect will be on the Indian vodafone business with emerging markets taking a hiding currently and especially as India is included in the current group of Brazil, Turkey.....
At what point does Peter stop or reduce paying Paul out of debt and with a diminishing market to service the debt. I guess for as long as the big boys believe they will get the divis.
If the current interest rate rises do actually continue and house prices continue to fall generally because credit really does become harder to obtain what affect will that have on impulse and want over need purchases like expensive smartphones and high priced mobile contracts.

Some "meat". yes. Like the b/s GSK break up of the consumer division it is that time of year for some price movement activity and because the rotten numbers and declining value of the business can't do it the rumour mill has to.
When/If it happens believe it.
I assume Elliott hasn't done too badly from the b/s. How would anyone generate profit in sufficient numbers from the sum of the total. If it ever happens then i guess holders will be quite happy.

Maybe the news that an "activist" has taken a stake in vodafone should have read "an anarchist has taken a bite out of a steak".

Did you mean "buy the excrement".
I'll get excited at the mythical 250.

dumdog, Can't you post in a less childish manner. It's not BP that is responsible for pollution or some increase in world temperatures but the users of BP's product. Bit like the food making fatties fatter. Not if they use less.

It's more like a school playground here with a smidge of bull **** thrown in for good measure. If you wouldn't say it to someone's face why be brave on here as a keyboard warrior.
People who are obviously harbouring losses and or fragile positions and are probably unsuited to shares ownership outside a managed fund are throwing insults at each other and trying to prove how much more clever they are than the next person or are arse kissing.
I've read some interesting posts (few and far between granted) but LSE appears to attract a plethora of rhymes with hunts.
This share has all the hall marks of rubbish which is deniable for now because the divi is unaffected and sure if it temporarily rises it won't be because us tuppeny happeny holders are trading. Where is the profit to sustain growth of an organic kind as the purchases haven't been great.The Indians stuffed them with cheaper deals. Even with the flogging of the crappy broadband (aimed at the cost of everything and value of nothing merchant,just the sort you want who will sod off at the first cheaper deal) and gimmicky kid trackers it is more hope than substance.
I keep reading about this 200 mark and 180 mark brokers with some imaginary 250. Ever since the chickens came home to roost this share has under performed in real terms like BT and GSK.
Where is the profit to sustain share price confidence and underpin the divi.
SocGen probably has the best take on this company with the real declining returns.
What's different from any other mobile outfit and especially if they are having to constantly discount.
I'm still holding for now for what it's worth having bought on the way down as well as a bit higher but how many years of returns from synergies and cross selling or the holy grail liberty deal would it take for years of under performance to be halted and reversed.
sadly you don't hear from the real money makers as they are too busy making money and rarely make an appearance.

It was the currency moves, no, it was the "synergies", no, it was because our preferred measure of full year profits can't alter the fall in revenue,no, it's the fact you can't put a fag paper between us and the competition who are all fighting for the same diminishing returns.

Does anyone really believe most of the guff about synergies, the city's take on the divi. How do you make any dosh (unless you trade in hundred's of thousands or millions as an average punter) on a company whose underlying assets don't return any money.
I strongly suspect people are locked too fearful of taking a hit and moving on as the corner is always going to be turned.
All telecoms are under pressure price wise with falling prices and more required of them. What good are all of these acquisitions if they don't make any money.
It'll be interesting to see if O2 do actually float at some point.

Roll up, roll up, which cup is the ball underneath! Whose going to play top-up roulette ahead of the trading update on Wednesday then.

lastcall, or maybe from animals in the zoo or the fairies or..........

UBS today reaffirms its buy investment rating on Vodafone Group PLC (LON:VOD) and cut its price target to 250p (from 255p). It's almost better than stand up.

One can feel the fear of posters.
It is undeniable that this share has serious problems as do many others with their balance sheet telling the tale and the fantasy of where growth with profit is coming from. How long can a dividend keep being paid from debt.
Even if it bounces there has to be a distinct chance of people paying for their own dividend with their capital.
Perhaps there is a case for lowering the dividend if it remains unaffordable rather than committing to increases.
Much like BT from the dot com fiasco this share in real terms depending upon buy in point is worthless currently unless a miracle happens.
What is the myth "too big to fail". Let's see in a year or two.

Deutsche Bank today reaffirms its buy investment rating on Vodafone Group PLC (LON:VOD) and cut its price target to 275p (from 280p).
It's better than the comedy club.

Porkerchops,
12-24 months and assume that the dividend (of course the party faithful will always find a reason to believe the dividend will always be stable or rising) remains in force to justify holding this share.
Even the rabid obsessives have toned it down a bit on here.
Vodafone, BT, GSK,SAGA,M&S are just a few that must be on the radar of anyone who is relying upon dividends and who should be seriously concerned long term as to their viability. Even allowing for the dot com and misnamed credit crunch madness this share is a serial under performer.
Of course the sp might be driven higher but what will hold it there.

"PARTNERSHIP AGREEMENT WITH TUNISIE TELECOM"
Watch that share rocket. Any second now,well maybe a few seconds, ok maybe a minute or hour perhaps a day or two or three or .......

'Through this acquisition, Vodafone Greece will expand its fixed network, increase its customer base and secure additional capabilities and expertise for the benefit of its customers,' the company said.
Yeah a bit like India then!

Perhaps fewer announcements might help the sp or the terminally optimistic. Looks like the pink pound hasn't got the legs. Must have spent too much on the leather chaps.Maybe the virtue signalers can lift the sp with their collective outpouring.

Other companies have been doing a better job for years now. Alert that is worn on wrist or around the neck that calls the registered numbers and then paramedics. More style over substance much like the ropey router they are flogging and comparison websites are promoting as the new "kings clothes". Ask any openreach engineer.
As for the divi, bit like BT and GSK. How long can they continue?

"Vodafone launches wearables for children and the infirm".
I wonder if this crap will work any better than their sure signal or ropey router.