Member Info for mole_man99

churn will be the concern again.

“Would be good if they lift the final div for inflation”

Last thing they should be doing is raising the div. First thing should be cancelling it.

https://satellitemap.space/
Starlink satelites in orbit, so far

Also known as 100%.

No brainer. The most dangerous phrase in investing.

Careful dibbieboy. If I can figure you are a stooge account then pretty sure LSE can. It is illegal, as you know.

Exceptionally dumb comments too. If you get your capital back, stocks and global economies must be rising. Why would you get out? A buy high sell low merchant, or just trying to trick some into doing what you want?

You should download and read the 2013 cgnr prospectus which explains the huge amounts of gold already found and promises to build a mine.
They are just repeating the process 10 years on.

Kudos prof.

Now banking liquidity is becoming an issue, mega takeovers and mergers are not going to happen this year, unless they are substantially cash.

VOD is just going to have to turn itself around. Shame they don’t have a CEO to make the bold decisions.

Probably not earnings accretive as VOD are reducing their share of UK market. To get a larger share 3 are taking on some VOD debt effectively in the 51:49 JV

Like a stealth selling off of assets. New CEO will arrive too late to stop it.

You misunderstand what happened yesterday. There was no rate decision, Powell was speaking about what to do. He let the markets know they are looking at accelerated rate increase, not a pivot to lower rates, and that rates will be higher for longer.

Big money puts it in their spreadsheet and thinks maybe we get 7% on a us treasuries later this year. Why buy vod for a 7% div that will either see equivalent capital loss or a div cut.

VOD needs that new CEO with a credible financial strategy fast.

I may well buy if the strategy and plans look good from new ceo and the price is right at the time to give a projected total return cagr above 15% next 5 years, but I doubt it somehow.

A 2 year treasury now yields 5% and powell said today rates will go higher for longer. The market demands a risk premium for holding VOD stock for a div vs a bond or treasury. Unless there is some amazing performance in the financials to report, the SP will go down to build in the risk premium, this year at least.

Industry going cold on 5g as it gathers in Barcelona. Another spent too much story for telecoms?
“5G hasn’t worked – and the industry can’t repeat the same mistake”, says William Webb, the former director of technology at Ofcom.
https://finance.yahoo.com/news/putin-war-killed-off-5g-145846664.html

VOD investors don't want that type of guy coming in. The RR guy came in and told them it's a dumpster fire and everything they have done to add value has failed and they need to change or go bust.

A similar person coming in to VOD would cancel the div and buybacks straight off, and VOD investors don't want to know it.

The board are searching for someone to keep the pillows fluffed, until the money runs out. It is taking a long time as anyone capable can see it's a poison pill, unless they go down the tough love route, which they won't be allowed to do.

Wow 123g lumps just lying on the surface. Makes you wonder why the farmers didn't just sieve it out the soil.

More gold, no mine, same old CGNR. Fundraising soon...

Probably accelerating as the swamp alligator will want it stopped, if he ever exercises how options. Poor use of capital.

They purchased the 70% stake for $900m. Probably sold at a loss as they don't want to say.

If you look at the rns section 8b1 it tells you these are instruments not exercised yet.

The exercise date could be a year away or this Friday. They don’t have to declare that info.

They can sell the calls at any time and move on, or may just expire worthless.

The $6bn to be bought back has turned into $2bn bought back by issuing $1.2bn at a higher interest rate.

You can decide what the point was. I have my theories.

If they threaten to not buy any more bonds, the company listens.

If there is several million ounces over such a large area, how are they going to get it out the ground?