Member Info for NewSid

Prepare yourselves for upward momentum.

JP Morgan keeps its positive view on European telecoms
going into 2022, citing return to revenue growth, sector
consolidation and favorable regulation
JPM says it expects 2022 to deliver record levels of
sector M&A and key plays on this include BT, KPN, Cellnex,
Vodafone, INWIT INWT.MI and Vantage Towers VTWRn.DE

I suspect it doesn’t matter anymore about the turnover or contract wins. The market has lost trust in BOD totally, and you can’t blame them. We don’t know what the BOD are planning to do with the money. Poor strategy, ambiguous roadmap and total lack of transparency and communication.
Our only saviour right now is a takeover bid, or they start paying dividends.
If I recoup half of my losses am out, and put the losses down to "AIM lesson learnt"

Vod is one of the most shorted ftse100 companies. It's a safe bet for shorters and the telecom volatility is a good justification for the slow and deliberate tree shake to frustrate shareholders and get cheap SP.
I'm not selling at a loss to make fat cats fatter no matter how frustrated I get, and my message to shorters is:
May I say not in a shy way
No, no, not me
I will do it my way

@traderUK
"we *should* do ok long term., hopefully."
We've been saying that for the last 3 years. How long is a piece of string!
In my next life, I'll definitely keep away from this dog

The problem is when FTSE goes up the sp goes up marginally or doesn't but when the FTSE goes down the sp exaggerates the losses. So the trajectory is very worrying.
My hat off to Nick, the SP is > 50% down during his leadership and he's still there earning the big fat bonuses, you just wonder.......

Does anyone know why the sp taking a huge dive without any news?

SIDI- Fair points well made & I respect your views in general.
The article did hint at potential multi-bagger, albeit not directly.
Have a good day

Good factual article
snippets
"While there are companies with higher returns on capital out there, we still find the trend at Vodafone Group promising. More specifically, while the company has kept capital employed relatively flat over the last five years, the ROCE has climbed 124% in that same time. Basically the business is generating higher returns from the same amount of capital and that is proof that there are improvements in the company's efficiencies."

https://finance.yahoo.com/news/vodafone-group-lon-vod-doing-083324511.html

Loop is going through change of direction, and it’s inevitable they will encounter peaks and troughs until the strategy is solidifies and starts paying off. As an ex CTO myself for a FTSE 100 company and over 35 years in IT, I endorse the direction Loop is taking 100%.
I’m invested in Loop and down significantly but not overly concerned, as I know the fundamentals are strong. The SP decline is merely a ‘vote of no confidence’ by the market due to lack of comms and transparency from BOD. Which is an ideal scenario for M&A, strong fundamentals with hopeless BOD.
I remain optimistic loop will recover from this level, albeit, a bit wobbly for now
Please DYOR & GLA

Really pleased to see Aki Hussain at the helm, such a talented young man and will undoubtedly steer Hiscox to new heights. He’s IT savvy and understands the benefit of digital transformation.

PE Ratio (f) = 12.4 (very good for both Market & Industry)
EPS Growth (f) = 169.9% (very impressive)
Dividend Yield (f) = 6.91% (one of the highest div)
Price Target = €1.98 (51.07% above current Price)

That's why Vodafone is one of the best value shares out there.
Roaming has been dragging the sp down but now travel is opening gradually this sp is heading north

Interesting article by Alistair Strang on Vodafone share price.

https://www.ii.co.uk/analysis-commentary/vodafone-something-curious-going-share-price-ii520307?utm_source=newsletter&utm_medium=email&utm_campaign=NEW-DLY-ENGAGE-afternoon_round_up_270521%20(1)&utm_content=newsletter&spMailingID=13616175&spUserID=MzkyNTQ5MjE3MTgzS0&spJobID=1754645614&spReportId=MTc1NDY0NTYxNAS2

Hi noeyedeers,
I know how you might feel. I'm way down on this one and I get very frustrated watching the SP sliding.
Below are two links to recent analyses by Motley Fools. I'm not a big fan of fools but the analysis is good and the general gist of it is it's a good SP to buy
https://www.fool.co.uk/investing/2021/03/29/2-ftse-100-stocks-i-like-owned-by-britains-warren-buffett/
https://www.fool.co.uk/investing/2021/03/27/best-uk-stocks-april-2021/

Makes sense, thanks Steve

Steve the wonder, how do you know the sellers are Arabs?

All short positions were closed mid 2019

https://shorttracker.co.uk/company/GB00B0SWJX34/

Why does a FTSE100 lose 20% of its value in two days after announcing good results in a bull market. Does anyone have any ideas?

LSEG says it expects higher operating expenses in 2021 and sees a raise in capex to about 850 mln pounds, with associated operating costs of 150 mln pounds.
However, I think it could be a large dump by multiple institutions & the price will stabilize after the order has been completed. Expect a gradual decline until EOD

Does anyone know why the sp is down considering the results were slightly better than expected

I think the market is overreacting and the news is already factored in the price. Hiscox is targeting a combined ratio of 90% to 95% to be reached in 2023. I calculate that to be at least 500M profit.
A fair price is £9.50 IMHO, but let's wait for broker re-rating