Member Info for mole_man99

Be a while before ast have any sats up to cover UK. Currently they have one giving coverage 15 minutes a day in US.

They are going for larger fewer sats than starlink but are more costly to produce and launch. It is a good looking system with speeds of 14mbs direct to cell, but it doesn’t exist yet.

Meanwhile, the cost of doing it is about the same as what VOD have loshed out on divs and buybacks last few years. They could have been leaders in this stuff but are instead having to form a partnership to do invoicing for the real network owner.

Sell.

Germany cooked and just voted to make the situation worse. UK consumer is cooked and will be reducing contract costs at every opportunity. Inflation back, VOD’s cost rising, higher employment tax from April 5th.

When the consumer is cutting back on £1.50 Greggs sausage rolls, you have a problem.

Sell.

Having seen the do no work get paid gravy train is ending here, she got a job at BHP.

I am real longtime. It makes someone sitting in a contract actually shop around, and then they will find many cheaper options than VOD.

People are lazy about switching, but this will push enough to the edge to do something about it.

Ahh the classic more gold RNS that precedes the placing.

The prof has gone but why stop a winning formula. Kerching.

Yes longtime phone is one of the last to go, but it doesn’t need to be on a pricey VOD contract going up 6%.

The churn I refer to is existing users leaving for cheaper deals due to financial stress. I hear some Kent water bills are going up 70%. A few quid saved where they can really matters to many.

The exodus hasn’t begun yet as these bill rises don’t hit till April, then a few months for reality to bite.

It will break downward eventually.

Higher employment tax kicks in April with corresponding uptick in unemployment clashing with bit council tax increase, water bills increase and now another energy price cap increase.

The UK consumer is exhausted and will be looking for anyway to cut costs. There will be significant churn here as lower data plans are hunted out.

And Germany is up the Swany.

Sell.

Germany minority government got voted in and continues the bad trend over there. No amount of Oman or Seychelles Islands growth is going to compensate for German arm decline.

And UK tracks that way relentlessly.

Sell

So when nothing solid turns up after this pdac jolly, will you finally listen to mole?

Probably not.

The result will be management waffle about the talks they had and the interest from a major, so they have something to convince Tim nice but dim to give them more money.

Moroney has probably forgotten she is a non exec here. Australia is a long way away.

We have anew king of the jungle. It's a growth stock, or a value stock. Seems to be both.

Do your research, 20 years of it, then decide.

Spoiler, it's an empty ponzi shell with a dead founder and nobody upcoming likely to be able to keep the grift going.

The opposite is true.

VOD is a masterclass in why a dividend is not free money for investors.

You got other growing problems though. Glencore now considering moving from UK exchange. The floodgates on capital exodus from the country will open soon.

Nobody will want to be holding VOD shares as it happens.

UK market will be as much a problem as Germany soon. The bill payers are leaving and international investment is avoiding UK. Higher taxes are this government’s only option to pay for an increasing welfare population, mostly imported.

Don’t expect anything great from VOD while it’s playing out. VOD are accelerating their own issues by lolling out cash.

Sell.

New fresh blood for the 20 year declining money trap I see. There's always someone which is how the prof kept the money tree going.

It ain't Trump affecting UK market Rob, it's the looming UK government debt crisis.

No future gold mine here savage. Just a festering swamp of problems with most income coming from 2 nations that continue to deliberately destroy themselves.

Get out while you can.

UK GDP per head of -0.1% in 2024 figure revealed today reason for heavy down. UK lining up for financial woes that markets don’t like.

Troubles-a-coming and VOD are giving away the defensive cash. Numpties.

It’s a market. International money, and domestic money, doesn’t want to invest in UK right now. More sellers than buyers, price go down.

I hold for a very long time an exceptionally well run London property REIT. Currently about 50% below NAV.

The world is avoiding us.