Member Info for OracleofOldham

People locking in gains before the 9th perhaps

From the Italy and Spain sale Vodafone has made £11b.

Extrapolating the revenue from those two geographies that makes Vodafone a £30b company off it's German and UK revenue alone.

Very back of the napkin but pretty much anyway you cut it Vodafone is crazily undervalued.

I'd have liked some of this to go against bringing down the debt but I think the reason they are putting it into buybacks is that they also see how cheap the market cap currently is, even more so with the growth in Africa which has already passed the revenue we make from the UK.

Each to their own but I'm a buyer still at these levels and a fair bit higher too.

It's pretty delusional to trust in Trump who constantly fails with coming through with the 'promises' he tells you to get voted.

I guess every country has to go through their own far right chaos before realising they have been completely conned.

At least in UK we've come through the last 8 years though plenty of people want to try and blame all the issues on Labour to get the far right back.

Trump has no plan, he has not interest in running the country he just likes power.

His 'plan' to end the war according to Putin is the exact same offer that Biden made, just the same as his great new medicare plan last time round (or BoJo's oven ready deal for Brexit or social services).

Maybe one day you people will wake up of your trances but now the billionaires have all the media stations to keep gaslighting you I doubt that will be soon.

Anyway, the war will go on until Putin dies or finds a way to give up without it looking like giving up. If it does end in the next few years it will not be because Trump did anything.

The good think for 'us' is that Russia's armed forces have been shown to be a joke.

The navy has kindly ceded the blacksea, the airforce is non-existent meaning all they have is long range missiles and drones fired from back in Russia, so as Ukraine is allowed better and better defensive weapons, the easier and easier it will be for Ferrexpo to make money.

And eventually Russia will run out of troops too.

I know the cannon fodder technique worked in the second world war but the Nazi's were fighting on multiple fronts without backing of the US and Europe

Despite what some on here are desperate for you to think, Russia is very very weak militarily, all they have going for them is numbers to keep sending to their death.

Not that even Putin is mad enough to try it but the US and EU would completely eliminate all Russian forces without breaking a sweat within a week or two at most if they needed to.

It's very easy to stop the boats.

All UK has to do is set up an immigration/asylum centre in Calais to determine if someone is eligible or not.

Immediately fixed.

The issue is completely a political one. It's of value for Tories and Reform to point all the ills of the country on foreigners.

1.2 million people came to the UK last year (700k net) and yet the only rhetoric that the papers and politicians want to push is that everything is the fault of the 30k that came in by boat.

I assume that's why Labour seem to be playing along with the idea that the 'boat people' are the problem.

The country is in a worse way, and will continue to get worse, because of inequality.

Not because of asylum seekers or immigrants but the decamillionaires and billionaries who own mortgages, apartment blocks, farms and factories but pay very little as a percentage of their 'earnings'.

This is why taxes are higher yet there is less money for the NHS, etc, because those with the most are paying the least.

How much did Charles pay to inherit from the Queen? How much did Duke of Westminster (not even royalty) pay on the £10billion he inherited from his father?

The trick they've pulled is to make anyone doing ok through work, £50k, £100k, £200k salary etc to be gaslit that they will be the target of wealth taxes.

That's why billionaires are buying up all the media, including GBeebies, to keep you punching down instead of up.

Anyway just bought some more here, house prices will keep going up in this country until a goverment fixes the inequality and with the billionaires controlling the narrative and simply looking at the comments below, that's not anytime soon.

"President Vladimir Putin on Saturday apologised to Azerbaijan's leader for what the Kremlin called a "tragic incident" over Russia in which an Azerbaijan Airlines plane crashed after Russian air defences were fired against Ukrainian drones."

Hopefully will stop the Russians on here continuing to pretend nothing is Russia's fault.

Is that not a funny decision?

If the share price rises to over 105 that will likely mean things are going a lot better at the company and the outlook is more rosy.

So a bit of a strange time to cash out?

If you need the money of course that's different but otherwise Vodafone doesn't know or care what your average is so better to determine buy, sell or hold based on the company rather than your own specific buy in price?

I've been picking up house builder stock of late as the sector seems unloved and have looked a couple times at Vistry but with this the 3rd warning in 3 months, either the board don't have a clue or they are just lying to make it seem better.

Either way I don't think I can buy in right now event though I expect this is very overdone.

Good luck those who are holding or buying.

Maybe 'could' rather than 'should'

The share did dip below the bottom of the rising channel it's been in since September, if it gets back over 100p (which looks promising but needs to close there) then the top of the channel is just over 140p currently.

Not advice, just information.

I am 'fairly' sure that since the info came out at the start of the month, trackers would have been selling those leaving the 250 and buying those replacing them.

I would not expect a tracker specific jump on Monday.

Basing your investing strategy on the promise of a pathological liar and felon might not be the best tactic

I added a little more today.

I am surprised this has fallen so far given Bellway were willing to pay what 60%+ more than today's marketcap only 4 months ago.

Hopefully we don't get a lowball offer come in that the board accept off of these lows.

Had that with Blueprism when they accepted a price that was basically where the stock was at 6 months prior.

Certainly this seems very very undervalued and given the way housebuilders have been doing deals, also a likely target for future acquisition.

Didn't Europe and US let Russia keep Crimea in 2014?

How did that appeasement work out?

IDK, I know there are a lot of Trump fans on here (well I think Putin fans), but Trump who I keep being told is king of the deal just seems to be putting a very weak Ukraine view across.

400k soldiers dead compared to media thinking about 80-100 (and Zelensky stating 43k), Stating Ukraine are 'desperate' for peace.

I think he's been getting lessons from the UK government on negotiating as with Ukraine so 'desperate' and with such huge losses, why would Putin consider stopping?

Trump seems to think getting a quick decision by giving the other side everything they want somehow makes him good a deal making, and surrounding himself with yes men and russophiles is bad for the west in general, and I suspect Ferrexpo specifically if this conflict keeps going or Trump just gives away everything.

Would save us having to dig the ore out :)

Musk wants 'HIS' truth (belief) and free speech.

X openly block and hide info he doesn't want.

The only reason he bought it, the same way billionaires have bought up almost all media outlets, is to control the narrative to the little people like us.

Worked with Brexit, worked with Trump, it's the play book of the fascist, why change what worked so well in 1930s?

Because it's 100 years ago it's easy to sell the idea that all Germans, Italians and Japanese were somehow 'evil' but they were just normal people like us who overtime were brainwashed, gaslit and eventually cowed into doing what was demanded by those in power.

TBH when it dropped down to 50ish I pretty much wrote this off in my mind so anything else would be a benefit.

When it went below that I did put one last amount in but not really watched this especially since as I figured there would be no major movement up until the war was coming to an end.

This could all switch back if Trump comes in and doesn't make his 'deal' but again I'm happy to let it ride, not going to add. I have enough to make a nice gain if we get back up to £2,£3 or higher but not enough to massively affect my total portfolio should it go the other way.

10% up now, not a bad day for you Jag.

another 20% and I'll be even too!

You would sell at this level, when the market cap is about equal to the net tangible assets?

Not sure Kier is a good call but people can do their own research.

IMO this is a good level to be buying TW and I am doing just that.

A drop in shares for all housebuilders shows it's not a TW specific issue and with builders being cyclical, it makes much more sense to be buying when they are down than when they are high.

Snapping up some Persimmon and Crest too for the same reasons.

Haha Mimecast and Lemontree are such Russian jokers.

At least try to hide it a bit but I guess the ruble only affords the bottom of the barrel in regards to trolls.

Not worth responding to their rubbish.