Member Info for mole_man99

UK is in for a hard time all over following that election. Scottish minister wrote to Elon asking him to build a giga factory in Scotland and he replied

‘Very few will invest in the UK with the current administration’

We are the lepers of the investing world right now. Without outside investment we are too small to make our own growth, especially under current admins policies.

If you want a merry rest of decade investing time, it would be best to have at least 80% of your investment pool outside UK. USA only preferably.

Just at least be aware that with valuation increase unlikely, the big money wants a lot more than 5.5% for the risk of holding VOD. A lower SP is likely without significant and sustainable increase in earnings.

I think that is unlikely.

If the company had ever been honest with its investors it would have shut down a decade ago.

If the prof had said ‘we are working hard to find a JV partner, but this will take time and even if we succeed it could be 10 years before there is a permitted mine. During this time we shall have to continually raise new capital diluting existing shareholders to near zero’, would you invest?

Keep investors guessing and fill the void with hope is the only way.

Golds finished anyway. Will take a few decades to slump to insignificant value, but new mines will become unnecessary and unviable very quickly.

Starlink do partner with comms providers for admin reasons to accelerate direct to cell. They’ll only do it once a DTC constellation can serve a particular country, then they will partner with the largest. Is VOD largest in any African country?

Broadband services are just done direct with Starlink. They don’t need or want any admin help there.

What’s the positive seismic event?

Markets down in US as Powell suggested less rate cuts next year. Makes VOD div less attractive to US investors. Treasury pays a higher yield, without the risk.

I don’t hold any stock because it pays a div, so whenever GAW do, the statement ‘from truly surplus cash’ warms my heart.

Too much ftse dross funds divs through borrowing, duping their shareholders into thinking they are doing well.

Unlucky, I am active in many groups communities overseas because of the companies I invest in. Not just retail investors but will include professionals.

Non of them are the slightest bit interested in the UK. Backward police state that if you did do well in the government will steal it off you.

That is the world’s view of the uk right now. We are finished. Step 1 of changing this is getting labour out.

Anticipation FED will lower rates tomorrow. Only 1% though. Halts occur for 10% or more.

Just like VOD rob, the managements actions give clues for the future, and it takes time for things to work through. Aviva seem to have a plicy to deliberately stop themselves hiring what could be the best candidate, because he's pale and male.

Good companies are abandoning DEI dross. Invest in those, or watch your returns suffer.

Been in and out of housebuilders for 35 years. Barrets was the first stock I ever bought. They are the ultimate boom bust cycle stock. I am surpised how little they have bounced back this time. It's a massive canary for how the UK economy is performaing and how the world views the UK.

Trump was laughing with with Masayoshi Son, Softbank CEO on stage last night, putting him on the spot to up his $100bn investment in US businesess to $200bn. Meanwhile our jokers can't get squat.

Rascist.

Avoid.

As gohanito says. Don't get left behind any more UK investors by only investing in UK market.

If you can't pick individual stocks, just buy the Nasdaq.

And Bitcoin.

Sorry Dan.

When Phoenix get bored of putting money in, this will fold.

It can’t be bought (for price phoenix will accept) in its current form. Probably broken up and the brands sold off, but staff and property side stepped.

Private investors stay out. Common stock will be eviscerated.

Even Tim nice but dim wouldn’t help fund the last placement. Now the prof has gone, the team left will need a JV signed before the cash runs out.

More likely that this is the end.

Thanks for doing my job Fleccy!

Direct to cell service launched in US partners with other telcos for business reasons (lengthy list below from grok). Ground towers aren’t needed, but while coverage ramps up, the phone could switch to a ground towers aren’t needed for better reception.

Currently there are barely 300 DTC sats in orbit. The target I think is 30000. A threat to watch grow.

Starlink Direct to Cell partners with telecommunications companies for several strategic reasons:

1. **Spectrum Allocation**: Telecom companies often have access to licensed spectrum which is crucial for providing cellular service. Starlink needs this spectrum to legally transmit signals from satellites to cell phones.

2. **Existing Infrastructure**: Telecom companies have established networks and billing systems that can integrate with Starlink's service for seamless user experience. This includes customer support, billing, and network management systems that are already in place.

3. **Market Access**: By partnering with telecoms, Starlink can quickly reach an existing customer base. Telecom companies have established relationships with millions of subscribers, providing an immediate market for the service without the need for Starlink to build its own customer acquisition from scratch.

4. **Regulatory Compliance**: Navigating the complex landscape of telecommunications regulations is easier with local partners who already understand and are compliant with national laws and regulations. Telecom partners can help ensure that Starlink's service meets local regulatory requirements.

5. **Service Integration**: For consumers, integrating Starlink's satellite service into existing mobile plans or offerings makes the service more accessible and less disruptive to their current communication habits. This includes the ability to roam between terrestrial networks and satellite networks seamlessly.

6. **Emergency Services**: Telecom partners can leverage Starlink's service to provide emergency communications in areas without traditional cellular coverage, enhancing public safety and service reliability.

7. **Commercial and Business Strategy**: These partnerships allow Starlink to focus on its core competency - satellite technology - while telecoms handle the consumer-facing aspects of the service. It's a symbiotic relationship where both parties can expand their service offerings, potentially tapping into new revenue streams like rural connectivity or maritime communications.

8. **Global Expansion**: By working with multiple telecom companies globally, Starlink can expand its service coverage internationally more efficiently, using the partners' local market knowledge and infrastructure.

These partnerships are vital for bringing Starlink's Direct to Cell service to market in a way that is both technically feasible and commercially viable. The collaboration leverages the strengths of each entity to provide a service that could eliminat

No. VOD SP, like every stock, is based on how much people want it. Investors have deserted it.

The jigs up on bribing people to own your stock by lashing out divs you can’t afford.

Will just keep falling and diluting.

For the lesson I kept hold of a tiny holding in an Aus iron miner. 15 years later they have announced a JV. The share went up many percent, from 0.001 to 0.003. Another 10000% and there will be enough to pay the broker fee to sell it.

Just beware while funding trough feeders getting paid for failure, the sp can fall to inconsequential levels.

I’m sure the team did have a fantastic time spending your cash.

Investors really should be demanding goals with a timescale from them.

The open ended ‘give us money while we wait for something to happen’ business strategy is not going to work with the prof gone. Investors will want people sacked on a regular basis now.

Maroney can turn up to the office or go first.

Today’s RNS explain it. Complicated financial engineering to offload debt but shrink VOD market share. Investors don’t want anything to do with it.

Had they cancelled the div and buyback they could of released the rns investors want;

‘VOD announces investing 5bn to accelerate its goal of having the largest 5g network in UK, for cash already in the bank.’

But they haven’t got the vision or funds, and investors avoid those types of company now.

That mole bloke not as thick as he sounds.

Market can see the deal for what it is. Surrendering share instead of investing, because they waste the capital on divs and buybacks.

Next gen starlink sats are closer to earth resulting in big boosts in speed and latency. Cell towers on their way out.