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Buglet good call. I'm expecting successive quarters of growth for the next 2 years and to hell with smug analysts. They don't understand telecoms they only ly understand statistical analysis based on the past

NewSid, that's GS's opinion, but they haven't included growth areas like business sales rising sharply in the UK, like MPESA in Africa growing at double digit pace, and they haven't factored in futures like SIM to satellite with AST "launching soon", IoT in the middle east and new themes like data sovereignty. I think the market is right to be cautious about Vodafone, but it shouldn't be negative. A sell rating for a growth company is stupid

This is where your head ends up if you slavishly watch the SP. The important consideration is the health of the company. Are they in growth? where is their future business going to come from? Are they managing the business, cutting costs and cutting debt? I think Vodafone is an exciting forward looking enterprise. I'm expecting a succession of strong quarters. If the SP moves slowly so be it. Numbers prove themselves in the end

All the shares I can see have fallen this week. The encouraging sign with Vodafone is that they only fell back a couple of pence. I think there is a rising confidence in Vodafone and im hopeful the next quarter will take it above 90p

Snoopy, I know iot is not new. But it hasn't rolled out the way companies like BT expected it to. I know this because I worked there at the time, selling corporate solutions, including IoT in its infancy. The opportunity of satellite to SIM, as I've already said, is in robot mobility. Driverless vehicles, commercial drones, police and government tracking technology, border control etc etc etc. The list is endless and includes things that can't be done yet because this technology has been lacking. Now it's here. It requires a joint venture between conventional mobile networks and satellite operators. I don't think Elon Musk is a great collaborator. I don't see him playing a big role in Europe. America maybe.

I agree, Starlink isn't a big threat. The big emerging player will be Vodafone AST. But I think the true potential of IoT is in mobility, which means always available. That is a new market and it is robot to robot

Fleccy satellite to smartphone is not about giving cellphone access in the conventional way. It's about telemetry and the emerging IoT market. It's about being able to track a device continuously, to make robot automation work seamlessly. Its a huge future market. It doesn't require lots of bandwidth. The technology is next generation. Any mobile provider offering this along with conventional mobile telephony will have a huge competitive advantage

Snoopz the company saw profits drop 10%. That in itself would not be so terrible. What is more alarming is the continuous slide in revenues. It's all very well bragging about SP inflation. Great. Irrational but great. However, that value is based on future confidence. I don't share that confidence. There is a terrible lack of innovation in terms of what to sell. Everything seems static except for cost reduction. There are so many threats to BT. Vodafone's partnership with AST for one, which is a real difference. People are speculating about Starlink while their biggest rival is already building a low earth orbit network across the whole of Europe. Who do you think is going to win all the distribution and autonomous transport systems that so many governments and large companies are desperate to launch. Not EE. It's too busy cutting costs and losing market share in the process. this is true across the BT portfolio. They seem to have no answer to this attrition except to cut costs. Handsets sales down. That is a significant loss of revenue and margin. TV services: vulnerable. One day people are going to twig that they can buy a set top box from Curry's for £300 and reduce their broadband rental by half. These attachments are easy, lazy and not future proof. It smacks of stupidity that people can pile into this presumptuous lazy business

Bit annoyed about the delay. Ties up money i could use elsewhere. But still see no cause for concern, not now the government have backed it. Tin is going to remain strategically valuable, financially valuable and only mismanagement or an earthquake can stop this completing

BT continues to shrink, and looks set to keep that trend going. at this rate, how much smaller in 2 years time? Personally I think the rate of shrinkage will accelerate as cheaper running costs opens up the opportunity for other telcos to win market share by aggressive discounts. BT can't keep the profit of cost savings. All they can do is shrink the business as they are doing now

Fleccy the BT share price rise is one of the most irrational delusional things I've seen in the stock market. A company that shrank once again, especially in the retail space, business and res, and that predicates it's competitive future on cost savings (that any competitor can and will make) should be a real red flag to anyone in over £1.30. BT supporters sneer at altnets but the business they are taking is prime London and other urban business. BT business sales especially have been sliding badly. Everything rests on cost savings, but guess what? Every other Telco can make the same cost savings. That gives them scope to cut prices and devalue further BTs revenue streams. I noticed another source of decline is in handsets. People are moving to SIM only deals and it is on the mobile operator to come up with new propositions (satellite to smartphone, for example). There is a falsehood at the heart of BY. More and more I'm reading analyst comments caveating their recording of BTs booming share price with veiled warnings that this company is shrinking. Nowhere, absolutely nowhere to BT propose pathways to growth. It's all about cost reduction. That's not a good future. It's not sustainable and it's due to be called out

You are right that other shares short term are delivering a better SP, but the growth is all with Voda. It won't go down. It's already too low. It won't rise easily either. The market puts too much emphasis on Germany. But that's a good thing. I'd rather be in an undervalued share than an overvalued one.

Savage you should buy now. If you look at the broader base and the opportunities especially in European business you will see a company with both growth and efficiency, rather than just cost savings (like some overrated UK dinosaur I can think of)

When satellite to mobile comes into play it will cement Vodafone as a differentiated business service provider across Europe. Vodafone is already strong in the UK for B2B, taking market share off BT, and this new proposition will accelerate that

Arma thanks for the comments. If you bought towards £2 I'd be nervous too

I am looking forward to hearing the latest on Germany and on AST mobile tomorrow. I like Vodafone, not just for the money potential but what they do is innovative and interesting. I can imagine the competitive edge in sectors like transport, distribution etc it's a huge growth opportunity

Tomorrow we will hear: revenue decline, cost savings projected and fibre rollout on track. That's it. Smaller and cheaper, spending billions to modernise the network, to preserve their fixed line revenues. BTs going down to £15b per year. There it will run cheaply and under constant competitive pressure to reduce prices.

Are you not just a bit nervous that a company doubling in price while reporting flat/slightly declining figures with one market and one product is maybe just a bit risky? All I hear is "cost savings". Fine, to an extent, but that's to stop the business from sharp decline. What are they selling? Broadband, Mobile. Both highly competitive. What attachments can they sell? Handsets to a dwindling number of consumers. Altneta may not be a big threat but they are a force of attrition. So is Vodafone which has been growing in the B2B sector almost perfectly in line with BTs decline. An average business used to need isdn2 or 30, a phone system with maintenance, a call charge agreement , mobiles, dect, and broadband. Also, back in the day, business broadband often meant BY net at £10k plus a year. Now FTTP does just as well at £2k max. All the cloud services are very hard to attach because up there there's all sorts of competitors I never hear mentioned. But they have taken the PBX market away from BT and lost a valuable source of revenue. I spent 21 years selling for BT and the average deal to a mid market business was £50k - £300k . Now it's likely a tenth of that. People here are talking about £3 a share. On what? All BT can do is cost save. They've got less and less to sell. That SP already needs a big correction. I know if no other company valued so highly on so little

Only time will tell, and if I was always right I'd not be in a 2 bed semi in Glasgow

Yes, the market has this weird view of BT. It foes mean that if the SP falls as it should it will probably bounce again, and maybe in there lies a short term opportunity for a quick profit. But im not trusting any business that can't grow