Member Info for mole_man99

Selflessly warning others.

You’re welcome.

>>I think when they raise funds it will be at a substantial premium to the current price. It's way undervalued.

Now that’s funny. Nobody gonna lend money at more than they can buy the shares on open market for. Mind you, as Tim nice but dim is their only hope, he may actually be that dim.

Today VOD and 3 said they have to spend 11bn just to catch up and make it a level playing field with O2 and EE. Yikes.

Should really of been saving that cash all these years instead of paying out to investors. Will have to borrow it instead.

Makes the company look good so Tim nice but dim doesn’t research too deep and gives them the next slug of cash.

Was watching vids from a professional investors/funds raiser. He was saying how impossible it has become to raise new finance for any Company at the mo. I think the prof is struggling this time to put together the next cash cushion. Even Tim nice but dim doesn’t want cgnr shares in return.

JV or bust this time.

Yep, every cgnr shareholder past and present wishes they had just bought actual gold instead.

Yes it’s shameful how Conroy have done nothing for so many years. The Irish gov should be taking back the licences and fast tracking a large open pit mining area auctioning to the highest bidder. Dig baby dig. The world needs more gold.

Are you saying they should be investing in improving their own network, instead of wasting the cash on divi and buybacks?

Gern geschehen

Prof pays himself for failure and it’s about time it stopped.

Shall be here till the end making sure new investors investigate this thoroughly.

Poor warren, his name always used in vain. Wouldn’t touch this with a barge pole.

Terrible financial management, too much debt, price regulated industry, weak balance sheet, no growth strategy.

A dividend is just a way of passing value from company to investor. Total returns are what matter. VOD will continue to underperform on total returns.

Anyway, unfortunately your tax free, I assume ISA nest egg is going to get obliterated by the plan to cap ISA gains.

Don’t blame me. I didn’t vote for him.

Big only has three letters?

Nothing guaranteed of course, but SPY as the wider market has made an annualised total return gain of 10.3% pa since 1993.

It’s a pretty good bet to sit in it for a 10 year cycle and see this type of return. I think more and more investors are doing this making the likes of VOD, and sadly most uk stocks, unattractive on a risk adjusted basis.

Investors want their 10% total return they know they can get off SPY. VOD only trick is div, so at current levels you need a SP of 39p to get your 10%.

That’s what’s going on. If earnings don’t show a path to increase by 100%, then it’s overvalued for investors.

The current strategy will not increase earnings 100%. Boring and repetitive, but true.

Prepare to be disappointed.

Yeah, the world don’t need any more goldmines. If Irish gov give permission to dig it up, they’ll get one hit from the gold production licence, then the gold leaves Ireland forever. Meanwhile they are left with spoil heaps and destructed food production land, for a resource with no purpose.

If they leave it in the ground, they can charge some numpty a licence to explore it forever.

I think they are figuring this out.

Meanwhile, the prof has received €1500 since yesterday morning. Looking forward to another €3750 next week.

Marg says

‘ It's time to take off the handbrake on the country's connectivity and build the world-class infrastructure the country deserves’

Mole says, well stop wasting divs and buybacks and build the thing now yourselves. 20bn wasted the last few years alone. Could of built out that world class connectivity 3 times over.

Get to work Britain. Get innovating and stop wasting cash to fake returns to investors.

My expanding portfolio is 90% USA now. It’s embarrassing.

Wonder what prof is doing today, at this moment?

Anyway, you are paying him €750 for doing it. Same again tomorrow.

It’s all eyes on the fed next weds and nothing else, for indebted div companies.

Prof should return his salary and stop taking one until a JV is announced, and Maureen.