Member Info for mole_man99

Probably not a good time to mention BTC is over $100k.

Nobody needs gold from Irelands green fields anymore. Leave the dust in the ground.

Merger will make naff all difference. The largest operator already exists with vod and 3 combined, just currently the money goes to two places. Once merged, the same network exists, just the money goes to one place.

The only difference is that VOD’s 51% will actually be a smaller share of uk market.

JV’s never work long term. Long term holders should be praying it falls through.

Investing in Iraq whilst waiting on approval for uk merger because they have no money to invest in their own uk network, whilst buying back shares.

What an absolutely dreadful company. Avoid.

Gold has not kept pace with business costs inflation, in any industry. The project is worse off than previous years.

Just a shell corporation designed to raise new money to pay some wages. The jigs up now the prof is gone.

Only selling themselves to someone else before the next imminent raising will rescue some funds. The shell won’t be able to survive a protracted JV period to mine.

There won’t be a mine anyway.

Err yes they do. I have a sky mobile and it uses the vodaphone mast near me. Cheers.

Starlink have just got the licence to run direct to cell in USA and have a carrier partner in t-mobile, so it's coming. Chance for VOD to be the carrier partner, but probably not. Be another nail in the coffin when it comes.

Targeting calls text data use and internet of things connections everywhere, not just locations near a 4g mast.

Sky use the VOD network so I guess they are concerned the rent will rise.

Hornby director buys 5 shares for 22p each. I’m going back to bed.

Taking the chance to publish link to the petition to call a general election, if you are unhappy with the minority governments actions. rocketed past 1m already

https://petition.parliament.uk/petitions/700143

If, and it’s unlikely, a project ever happens here, the sp will be 0.01p by then due to the dilution. It will skyrocket 400% to 0.05p, but today’s investors will still be 99% down.

Rob, USA economy will steamroller EU and UK economies next 5 years so you can expect your USA holdings to outperform your UK holdings.

There are a few gems to be bought here, but investors should be/remain heavily weighted to US.

Exchange rate risk is also in favour of buying dollar businesses, as pound is unlikely to appreciate greatly against the dollar. More likely decline.

It can be ok with Amazon if GW keep creative control and don’t let some DEI nonce infect them internally.

Have you seen the Jag ad? Will go down in history as the fastest brand destruction ever.

Paying out cash and buying shares when your main profit driver is struggling and the business as a whole is under attack from competitors and new technology is not a sound business strategy.

Avoid.

Yeh, Hornby does need something new. Squeezed as much as it can from trains and slot cars I fear. Model Rail Won’t grow again to support a company this size, especially with increasing numbers of small companies picking at the edges.

Big money doesn’t want VOD at this price.

The real cost of capital in the markets is actually 15%. With little hope of capital gain, that big money wants VOD div to yield 15%. They’ll be interested at 25p.

Not saying it will ever get there, just at this price there is little to attract big price moving money.

If they are, it’s discounted clearance, or at best extreme low margin for Hornby.

Toff, the enormous debt is the dividend. VOD has borrowed to pay the div, hence the 120bn accumulated losses on the balance sheet.

Meanwhile

SpaceX President and COO Gwynne Shotwell said today that Starlink is expected to become profitable this year.

Bandwidth increasing weekly as more sats launched. Starship can launch 50 of the heavier next gen sat at a time and spacex plan 100 launches a year.

But it's fine VOD. Pay out a div. Nothing else you need the money for.

Handy pay packet for one zoom call a month is a reason.

The profs gone Pedro. CGNR won't get another placing put together again.

Meanwhile

Scottish telecom firm Clarus Networks and ScotRail are bringing Starlink high-speed low-latency internet to trains in a ‘first’ for onboard passenger WiFi and internet-enabled rail services, such real-time vehicle diagnostics and safety monitoring.

Keep buying back those shares VOD. I can't think of anything you need the cash for.