Member Info for mole_man99

Wonder when it will be announced Marion has left the board? They can't pay her by now surely.

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The main point of the merger is VOD blew all their money and can’t build out a competitive 5g network themselves and also needed someone to offload debt onto as they keep blowing cash. Only the Chinese would fall for it.

I am confident that actual gold miners ignoring this for 20 years will continue. AAZ being an actual miner from out of town didn’t even bother drilling once they made a few field trips and got to know Ireland better. Far too costly for mining and any mine of scale will be refused anyway.

The profs final play is raising more funds to string it out for another year or two, but as it has not been announced he is clearly struggling. Even Tim nice but dim isn’t jumping in. I can’t think who would be daft enough to lend now, given the history.

Starlink being installed at 10 Downing Street. You are right, there is so little unique about VOD that our gov goes to overseas company for coms.

Divs and buyback or investment in RD and innovation? I know which I look for in a company to get best long term returns.

Buy backs are big time in USA. Nothing wrong with a buy back or div if it comes from genuinely excess capital, and the company really can’t find a way to invest that capital to give a better return to its investors.

VOD buyback does not come from excess capital. The current one comes from sale at a loss of a previous purchase that failed. That failure can be used to massage the sp to hit short term incentive goals. It’s a bad buyback.

VOD should be investing more in R&d and not trying to create fake present day investor returns. 30 years on and my rubbish crackly phone connection is still unreliable out and about. Why am I using WhatsApp to get crystal clear free connection to my overseas contacts. Why are more and more getting starlink mini to connect while camping when a 4g modem was the only option, then discovering it’s better than their home connection and switching that to Starlink.

VOD is sitting still to attempt the illusion of present day gains, and the world will pass it by, like VW.

Boeing is another example of catastrophic company killing buyback mentality.

There’s that divi cow fantasy again. It isn’t.

Without a JV and some upfront cash they’ll have to dilute holders indefinitely just to cover business cost. Listing fees, annual audit, the prof’s inexplicable salary, that type of stuff.

That’s what has been happening for 20 years and has to continue while you wait for a JV from a major who didn’t think this was worth a look 10 years ago but somehow thinks it is now.

Doesn’t add up.

It’s the divi you bought in for that is the problem.

Early selling

Still here. Pumpedy pump most probably.

VOD 3 merger is company admitting it has under invested in uk market, when they had the funds to do it but gave them to investors instead.

The strategy don’t work and they continue with it. Avoid.

Rob, vod are giving majority of uk market to failing Chinese company in an effort to offload debt and because instead of building out the best 5g network, they gave the money to investors with divs and buybacks.

You see how investors don’t actually gain from receiving payouts funded by debt and asset sales at a loss.

That’s the past, but it’s still the future strategy. It won’t work out well for shareholders total returns.

No worries there. He’s lined up his son-in-law as a non-exec. His daughter can inherit the shares and son-in-law can step in as ceo to take the annual salary.

Phew. That’s solved for the next 20 years of fund raising and no mine.

>>Hi roofer, well let's just hope they make the right decisions for sp growth, another test for the Vodafone management

What, cancel the div and buybacks and invest the cash in growth. Unlikely.

Exactly. Possibly could have got through 20 years ago, but not now, and certainly not worth the battle for the grades Demir found spread across such a large area.

SP has crashed from £45 to 5p, not just 33p. Should always be remembered the prof was saying it was exciting and undervalued at £45, so you can judge the accuracy of his assessment of its current worth.

You've used that one. Need an update so you got some new material.

What on earth did they do last week at Conroy. Surely they have something to say. Did they even come to work?

“I kept up the bluff, hoping that I might eventually hit upon some workable plan to pay all of my creditors in full.”

Charles Ponzi

No interest because the valuation is not actually debased. Would need to be down under 40p for it to be takeover target based on low value.

Value now is reasonable if they can increase earnings. That’s a big if and purchasers won’t overpay for ifs.

No we’re not, or are we?

You’ve never seen us both in the same room…