Member Info for Savage_KeyboardR

FWIW Carrington I think you've made the right call there ✅️

I too think it's a good defensive buy for the yanks

LOL - Eternally patient with CPI!

Jam tomorrow, so they say!

78.2p plz roofer

Nope I'm not invested in CPI because the next set of results are going to fall short of expectations yet again IMO.

DYOR

Buglet11 - I've covered the reasons I think VOD will continue to receive support for the SP before though here is my list:

1. It's a defensive house stock for turbulent times (Carrington also mentioned this, as have I previously).

2. VOD's results (except Germany) have been good, with very healthy growth in some divisions and ECB rates have been lowered repeatedly too... which will help with stability & resumption of growth down the line for the German part of the business.

3. The 3 merger, lots of consolidation opportunities for greater efficiencies & larger UK presence, is net +ve.

4. VOD announced new satellite calling tech which can compete with Musk's Starlink 😎 (as uses existing handsets).

5. Buybacks... timed impeccably well, raised revenues from asset sales is giving SP much needed stability. Market stocks without buybacks in operation are feeling the full brunt of the choppy seas, whipped up by the Orange Manbaby.

Good times ahead for VOD IMO - DYOR

Mark99999 - your post doesn't make any sense - don't think I've spelt anything wrong here on this VOD discussion.

Carrington- I think what you posted was perfectly reasonable with the 'may sell' comment - after all this is a discussion board for discussing ideas, theories etc.

Most curious Trisor...

As I've said previously; those who resort to insults are usually the ones who cannot handle the fact they've been proven wrong (yet again)... and so in desperation they throw their toys out the cot & have a tantrum.

Nice work Carrington, and whilst we haven't always agreed (e.g. JDW) of late it seems you did agree VOD was a good investment at prices sub 70p 👌

Best of luck with the decision 👍

Personally I'll am continuing to hold what I have and am accumulating more when opportunities arise.

VOD - currently top FTSE 100 riser 👌😎

VOD - currently top FTSE 100 riser 👌😎

Avocet123 - does that mean you're in profit here with CPI then? 🤷

When folks have lost the argument, and case in point, then they resort to throwing their toys out the cot and shouting insults... Primetime51 demonstrating this nicely 👌

The fundamentals are there's far too many shares in circulation, the recovery is slower than anticipated and the many speculators are now discovering this stock is not going to be worth what they had hoped it would be.

All IMO - DYOR

I am invested in VOD & I am in decent profit too 🤘😎

Falling, as I had anticipated 👍

By far the greatest cause of the revenue drop off is due to those plummeting sales revenue figs.

"Why is £250 m cost reduction not improving margins and profitability and CASH Flow?"

Good question this, and centrally it is because the cost cutting exercises are far from over yet, it will still cost more money going forwards... it even said so in the results that there's more cost cutting which yet lies ahead in H1 2025. The results gave the approx costs for delivery of these cost cutting exercises.

I however think the whole focus on the cost cutting efforts is missing out a big part of the revenue decline story... just take one look at the sales figs (not renewals, I am talking very specifically about new sales by the sales team)... the figures show a shocking decline...

Here is the para, taken directly from the FY 2024 results published early March

"Total contract value won £1,513m (2023: £2,952m), reflecting lower level of contract bidding activity"

Don't believe me, then go check it for yourself.

IMO the strategic approach here is significantly flawed... the literal purpose of having a sales team is for them to go out & net sales! CPI is failing big time with this.

All IMO - DYOR

The sad thing is elephants are endangered & hunted by poachers 😔... perhaps a fitting animal analogy for CPI? 🤷

"Yeh i agree. Savage deserves everything he gets, awful human being"

Yes, yes... I'm so awful for having pointed out all the flaws in CPI's financials and for having then been proven to have been correct... I am such an awful person, so very bad 🤔

UnluckyInvestor9 talks like they're living in a right wing extremist bubble 🤣🤣

Sharia law lol - the sort of ridiculous nonsense them ReFourm folks peddle; snake oil populist ideology.