Member Info for OracleofOldham

it's all going terribly well.

dangerous time to be dropping out of UK shares for a pull back IMO
Too many macro events that can move the whole market, as soon as the gov get their bad Brexit deal (possibly monday if you believe some of the papers but why would you?!) or when one of the vaccines gets emergency approval the FTSE will jump again. Can't see much in the way of micro events affecting BP in the next few months, we are already in lockdown and I think most people expect it will be similar to this until March at least (that's why furlough is extended until then).

DYOR

unlike gas and oil, BT shares are a finite resource :)

Regarding the sale the IPO of Vantage is Vodafone keeping a stake or is it selling it completely?
I read Vfone will be the anchor tenant, do we know if Vfone will have to pay for this?
Finally do we know if Vfone shareholders will get any discount option to buy Vantage shares?

Thanks, found lots of reports online but none with much substance to them.

so this stock does go up afterall!
Still needs to double for me to get close to level but at least we are heading the right way and I don't need the money so will just have to put it in the coffee can for a few years and see where we are.

oh good this share does go up too :)

I've followed this company for over a year but never got round to buying shares
Looks like too late now so well done everyone who is in but I agree this seems a very low offer considering the financials are rock solid plus they gave the copyright to F1 and fast& furious so surprised the owners are supporting it.
I though this could have comfortably 10x from here especially with uk stocks in general being very undervalued at present but always felt it could get gobbled up by a big company who prefer to buy a driving games division than develop one themselves

if the government in uk (and germany) keep locking down retail competitors then that will just push this higher i would think.
Macro events can overpower Micro ones.

I guess 'exciting' is different to different people.
Personally, and especially at this price, I think Vodafone is pretty exciting. Already there was the move to cloud computing and remote working and the pandemic and lockdowns have massively pushed this forward. With IoT on top of that companies like Vodafone and BT that have the infrastructure and services for wifi and mobile data and voice are in the perfect place to profit from this change.
5G is going to push this further speed wise so i would say there is definite reasons to hold this share and expect it to outperform over the next year or two.
And that's even before mentioning the 7% dividend.

different strokes for different folks i guess.
I want nice boring shares that just quietly go about making me money.
Suffice to say I'm not making any with BT at present price but considering at these levels the whole company is valued at half the valuation for just Openreach, and in 10 months of so they'll start paying dividend at 7-9% on current share price I find it hard to see this as anything but a buy currently.
That's before BT sports start to fully come back, roaming from EE around April/May onwards as people start to travel again (I don't think vaccines will open this up but mass instant result (20-30 mins) testing, and the data explosion from 5G and IoT which will need BT's infrastructure.
Also why personally i'm picking up Vodafone shares too as see the future as a lot more remote working and cloud computing meaning providers of the service and especially the infrastructure to allow mobile, wifi, wan, etc will be in perfect position to benefit. Personally I see this as a great investment for the future but do your own research.

yes not sure what monday was about but the fundamentals seem good and even without lockdowns things were moving to online shopping which makes logistics a strong industry, especially with the IT side too. I had a holding here and managed to top up at 518 which i think is currently the highest price it's ever hit (hopefully will be broken soon). Still a little up overall and if this doesn't get bought out you only have to look at Ocado to see the opportunity for the company so this is one I'm holding long-term while the fundamentals make sense.

today :)

I may misunderstand but I think what the questioner means (and I don't know the answer but suspect) is that if boo or another stock decides to dual list will that mean a new tranche of shares is released for the new exchange therefore diluting our holdings (but perhaps giving share holders the opportunity to pick some of the new batch up at a discount)?

yep didn't realise what big influencers we were!

i don't know.
online Christmas this year, where are people going to get their palystations, coffee machines, fridges and mobiles?
Well Amazon, good point! but can't see the likes of currys, argos, john lewis etc having a good golden quarter and even when the pandemic ends people are getting used to buying their items online so a company with no bricks and mortar overheads will be able to outcompete.

That's why I'm here anyway, I expect the future of most retail is online, look at how Asos and Boohoo are doing revenue wise. Maybe someone like Next could be ok where you mix clicks and bricks but the stores are basically just for collection and easy returns.

Obviously everyone needs to do their own research and make their own decisions.

Why do you feel the share price should drop 25%? Do you have any reasoning behind your comment or are you just trying to be controversial?

you have to speculate to accumulate

interesting response down a percent today when I would think another month (probably more) lock down is great news for this company.

There's always the chance for a buy out but looking at fundamentals this just seems incredibly cheap at the moment compared with it's tangible assets so maybe people are waking up to that

Same again today, think what this will do of the market ever has a green day!

Morgan Stanley buying in too, thought this board would be going crazy but a good sign for long term bulls especially off the back of the Rowe purchases, no matter how you cut it.