We would love to hear your thoughts about our site and services, please take our survey here.
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
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/
All short positions were closed mid 2019
https://shorttracker.co.uk/company/GB00B0SWJX34/
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
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
The sale of ess is a positive step but will only make a small dent in the debt level.
Please correct me if my information below is inaccurate:
Debt: £1.437b
Equity: £0.0871b
Cash and equivalent: £0.7583b
Net from ESS sale: £0.29b
Current position: 1.437 - 0.0871 - 0.7583 -0.290 = £0.3016b ( circa 300 million in debt)
CPI is expected to become profitable in 2023.
Capita's best bet now is to focus on winning more contracts and manage their expense ratio better, for the SP to make a significant leap. I remain confident it will.
GLA
"Nevertheless I think the risk/reward profile on BT equity tips broadly to upside hence I reiterate: ‘Buy’."
https://www.ii.co.uk/analysis-commentary/stockwatch-can-we-trust-bts-new-dividend-promise-ii514021?utm_source=newsletter&utm_medium=email&utm_campaign=Afternoon_round_up_newsletter_new_template_03112020&utm_content=newsletter&spMailingID=11033723&spUserID=MzkyNTQ5MjE3MTgzS0&spJobID=1630336024&spReportId=MTYzMDMzNjAyNAS2
I’m heavily invested in this SP but decided not to catch the falling knife anymore and spend my money on one of the many ‘safer’ and good potential stocks out there.
I’ve been following this board for a while and most of the posts have been PIs trying to desperately predict the next move of CPI and its impact on SP, and giving each other here some anaesthesia and comfort.
I blame CPI’s PR for the total radio silence and I hope there would be good reasons behind that madness and have now lost total faith in this st*p*d company and its BoD.
Well done GS for rating this as “conviction buy”
GLA
@danielh
You are right bout the div. VOD's debt to equity ratio has increased from 51.6% to 110.6% over the past 5 years which makes the div payment very questionable, but the forecasted annual earnings growth is >30% and future div payment will be justifiable.
Blue-chip stocks including Barclays (LSE:BARC), Vodafone (LSE:VOD) and BAT (LSE:BATS) were today named on a City bank’s 22-strong list of Europe’s best value opportunities.
Vodafone shares: 8% dividend yield and potential to double
Analysts at Deutsche Bank think Voda shares should be trading at 230p, particularly in light of the company’s ability to continue paying a healthy dividend.