Member Info for scaredycat

'They've really got our best intentions at heart'
That's an example of an economic interest group I was reffering to. Anyone can influence policy makers but usually in the form of a structured 400 page report, a book or leader of a large organisation with interest in the outcome.

'What planet are you living on, there a load of psychos'
sorry, I forgot to take my chlorpromazine today. maybe we can agree there are many like minded people wishing a force for good

'I mean you can t all be oblivious to whats taking place around the globe 194 nations signing up to hand over there countries sovereignty to a private corporation.'

Thats been going on for generations. I think there is a genuine force trying to do good for the world but intergovernmental decision making can take many years and a BoD is seen as more efficient and more accountable. While global business can widen the welfare catchment (markets), it also concentrates wealth in the hands of an elite and economic interest groups. But what happens if Trump gets back in. It will start to look like 'back to the future' where Biff gets hold of the future betting results. Crikey, the courts will be working out the policy retrospectively. US economy always wins.

'wow. remember the Blue Peter scene with the elephant crapped all over the place.'
and john noakes slipped in it. get down shep

VOD generally tracks 'global' GDP and growth is slowing. Consumers are cutting back on media spend and subscriptions.
UK network overhead and 3UK network overhead have duplicated debt which must squeeze the cost cost somewhere else, but not vantage or germany! Africa is more about light touch partnerships and branded access, and presumably what etisalat want (or influence) ie the vodafone brand.
the current argument for regulation and competition is being called out as a race to the bottom. Read wont survive that imo

think we tested the bottom (again and again). not expecting to sell anytime soon though. industrials will do well in this next cycle imo

Looks good to me. on course. itp sale completes shortly and pays down some more debt. managing the supply chain to avoid disruption. pipeline working. confirmed guidance. all good, patience imo

from the April annual report
£7.1bn liquidity provides resilience and strength to our business
• £2.6bn cash and £4.5bn undrawn committed facilities
• 2021 €750m bond and £300m CCFF repaid from cash
• Net debt of £(5.2)bn including leases; £(3.4)bn excluding leases
• Disposal proceeds, together with underlying free cash flow generation from the Group, will be used to reduce net debt
• No material maturities before 2024
https://www.rolls-royce.com/~/media/Files/R/Rolls-Royce/documents/investors/investor-presentation-2022.pdf

Worthless if there is a nuclear war and it spreads globally. But as everyone wants to talk, I think £9.99.

and then, just when you think its going down more, it goes back up, wtf!

Did you take my advice and burn a hawthorn ring on your key board with your platform provider open on new years day. I am embarrassed to say I did, but it melted my keyboard ffs. So, now I am using voice recognition. Pesky fairies.

VOD should bounce when the collar on the mcb program lifts, is one theory.

I see 3 are selling 5g ready contracts with 100gb data as standard and £2 p/day international roaming. Market getting ready to take off imo.

I think the SP and dividend are about right and bottom drawer for 2022. At the moment debt is the issue because interest rates rising, buyback of hybrid bonds and better fixed income prospects elsewhere. I suppose could go to a £, but not because of interest cover and profits as all being managed by the vod accountants. More likely a debt crisis and more 'junk' bonds because of fed, ecb, china.
Gold a good hedge this year imo

LoL
*pum*ped*or*dum*ped*.com/rampchecker/rampcheckbytidm.php?search=VOD

Try copy paste in your browser. Its targeting aim share bulletins but picks up VOD.

SP info seems to be up to date.

******************/rampchecker/rampcheckbytidm.php?search=VOD

dan, have you seen this?
You are top of the list. Mole 14th, Mikey 15th, Robleo 20th
I am ranked 133rd!
http://******************/rampchecker/rampcheckbytidm.php?search=vod

Mikey, 'I also believe in fairies'.
The Hawthorn is the Fairy Tree. If you bend a hawthorn branch into a globe and hang it in the kitchen it will bring good luck but it must be burned on New Year’s Day. When you burn the globe, do it on your share certificates (or laptop with your share dealing platform webpage open) as this will help protect future stocks and shares from loss of value and from witches. Then you must make a new globe and its thorns singed from the embers of last year’s globe.
Hope this will bring you and other afflicted holders prosperity in the new year.
Simpson, Jacqueline and Steve Roud (2003)
https://amzn.to/2KPzXe9

'purchase 4361458, at a cost of £4,939,787.71'
Can your average PI do that with leverage?

Mikey, yes you should have sold last friday, buy back yesterday, sell today and so on.
Thats the way to do it LoL

'Started early the slow move down as usual'
You mean the SP is up but the underlying rate of increase is down?

'I wouldn't be holding your breath about a takeover approach'.

I suppose group growth/ cashflow/ roce etc can be maintained whilst selling an underperforming country, legal or economic entity across VODs global, regional and local footprint.

VOD seem to be pushing for 3 market participants in Europe with the economic advantages of Vantage spread over 10 countries. Room for a deal here?

The VOD brand is valuable in its own right and African countries set to grow partnerships and subscribers, any one of which could spark interest and, in the meantime, adding to Vodacom.

India now has room for an additional investor, so part sale of interest possible.

Feels like incremental smaller opportunities than big bang whilst sweating the group underlying performance imo