Member Info for NewSid

Profit stable

Debt much better than expected

Strong order book

India growth strong

This market is driven by messaging, expectations, and sentiment. Vod undermined itself by forecasting an increase in Germany’s growth from 0.5% to just over 1% in the last update, and a continued decline in the UK business. Investor confidence in BoD has long eroded, and this messaging does little to repair sentiment.

The SP may see a technical rebound when Wall Street opens, but a fresh wave of broker downgrades should be expected.

GLA

Definitely going in the right direction. Glad to see them paying the debt off as well. The upside can be significant with the new management steering the company and having a renewed strategy for 26/27.

https://www.investing.com/news/stock-market-news/severfield-reports-solid-1h26-results-maintains-fy26-outlook-93CH-4385156

I'm selling my final holding today. This company has been in steady decline under MDV's leadership—first as CFO, then as CEO. The share price reflects that story.

Over the years, this chat group has become something of an echo chamber. We've numbed ourselves with false hope, and worse, we've dismissed or even bullied those who offered balanced or cautionary views.

It's time for me to step away. Wishing you all the best—may clearer minds and stronger leadership eventually turn this ship around.

1. Weak Organic Growth Outlook

Goldman expressed limited confidence in Vodafone's near-term growth and return prospects, noting that its projected return on invested capital (ROIC) is expected to rise only modestly—from 5.9% to about 6.6% by FY2030, lagging behind the telecom sector average rise of around 2.5 percentage points

Investing.com Australia

+1

Investing.com South Africa

+1

.

2. German Business Pressure

With Germany contributing around 40% of Vodafone’s group EBITDA, Goldman highlighted concerns over a flat EBITDA compound annual growth rate (CAGR) in Germany through FY25-30—a key drag on the group’s overall performance

Investing.com Australia

+1

Investing.com South Africa

+1

.

3. Limited Upside in Consolidation

They see little room for positive impact from mobile market consolidation in Vodafone’s existing markets, suggesting few catalysts to drive share gains or margin improvement

Investing.com Australia

Factor Details

Rating Change Neutral → Sell

Target Price Revised To £0.75 (from £0.80)

Rationale Highlighted Weak organic growth, flat German outlook, limited consolidation upside

In short: Goldman Sachs doesn’t foresee material upside—especially given muted growth in Germany and limited sector consolidation benefits—so they’ve cut their rating and price target accordingly.

73p please

Guidance maintained after robust FY25 result

Severfield delivered results in line with our forecast, with a halving in under-lying PBT in the year to 29 March 2025, reflecting tougher market conditions, partly mitigated by tight cost and operational controls and the prudent suspension of the final dividend. Contract delays and tough price competition are expected to continue during the first half of FY26, but the group is maintaining its full year guidance. Tendering activity 'has improved recently' and we have nudged up our FY27E estimate - which we believe may still prove to be conservative.

After holding Vodafone for eight years, I’ve now sold nearly all my shares, retaining only 11,425 — and doing so at a considerable loss. What finally pushed me to exit wasn’t just the financial underperformance, but a deeper sense of strategic stagnation. Watching a recent interview with MDV, I was struck by how disconnected the leadership felt from today’s dynamic business environment. Her tone reminded me more of a grandmother offering life advice than a forward-thinking CEO. Managing a company of Vodafone’s scale through spreadsheets and legacy thinking might have worked in 1980, but the world has changed, and successful leaders today inspire through vision, innovation, and bold execution. Sadly, Vodafone no longer feels like a company evolving with that world.

GLA

68.6 for me please Roofer

74.3 for me please roofer. Thanks

79.3 please

75.4 for me please Roofer

72.8 for me please Roofer

67.7 please Roofer

69.7 for me please Roofer

This will drag vod down today

65 for me please Roofer

72.4 please Roofer

thanks

74.3 please Roofer

"Computacenter Sees FY ADJ PBT At Low End Of Analysts Forecasts"

In this current broken market, this statement will send the price down by at least 7% today