The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
I agree. VF is Undervalued. Yes, if you look at the immediate headline now, there’s an argument for being at 72p currently. But the bigger picture of infrastructure, brand, customer base etc etc isn’t being priced. There’s no easy, fast or cheap way to build a network of this side and they are reducing capex and infrastructure is in place at yesterdays price, build today would be a lot more expensive. in 12 months, we will start to see staff reductions in reports and other cost will stabilise if not reduce, whilst still billing on the lagged inflation increases.
Rob most of my holding here is our isas so it money I’ve moved across and don’t need. I’ll wait as long as required is
The truth, there’s no pressure. I believe this share is over sold and under valued even based on all the info we’re all aware of.
It will only drop to a certain level before someone makes an offer and then it would jump up anyway. The Middle East interest looks good to me and as a cash generator, it’s pretty good.
This may well drop, who knows? Nobody!
The goal for most is eventually a growth share in a great brand, that offers a solution to an ever increasing need for communication with a 10% yield because you had the conviction to buy when others called it out.
I cant see the reinvest of div case being notable. Most retail inv draw down divs as a source of cash income.
Institutions wont be waiting for the dividend to land to reinvest. If they want to buy the stock, they can at any point.
You forget to mention the brand, the customer base, the repeat revenue contracts, the best 5G network and the new CEO in your summary. You cant just highlight the bits you don't like, investors take a 360 approach and it wont be based on today either.
I think the point is that shares, sectors and markets are linked in movement, but individual shares will also move on there own merits. Lots of ego's here.. Put your trade on long, short, whatever you conclude. everyones entitled to an opinion and trades accordingly. If your'e short now your'e winning and in time the longs may also win. It's all about timing and down to the individual judgement.