Member Info for scaredycat

If nothing else, VOD is a proxy bond when interest rates rise. SP is nearer the bottom than the top and pays 7% div?

And, according to the 'ramping' VOD CEO at H1 'Our results are in line with our expectations for the year and the medium term financial ambition. Service revenue grew 2.8% in the first half. We had EBITDAaL growth of 6.5%. I think importantly return on capital, which is very important to us, moved up 80 basis points to 6.3%. That combination gave us confidence to move up guidance to the upper half of the range for EBITDAaL between €15.2 billion and €15.4 billion and move up our adjusted free cash flow expectation to at least €5.3 billion'.

Having said that, interest rates might not rise whilst omicron is raging. I suppose oil may be doing some of the job controlling inflation for year end CPI etc.

A good Q3 performance should confirm current course and speed and economic immunity to covid ;-)
GLA

Yep, great price. 145+ in spring imo

just got back from Cyprus - BA Heathrow. Honestly the best flight experience in 30 years. Plane was 95% full. Films, TV and wifi for each seat. Great service imo

'Perhaps this might help.'
Good find. I must admit I didnt have that valuation front of mind. Topped up a little on the open

Dan, et al, harvard reference

Probably see selling BT buy Vod as Reliance have denied the rumour

Omicron variant may be ‘very positive’ news for the world if new Covid mutation kills off more lethal Delta coronavirus'
https://www.cityam.com/coronavirus-blessing-in-the-sky-omicron-may-be-very-positive-news-for-the-world-if-new-covid-mutation-kills-off-more-lethal-delta-variant/?amp=1

'Boris'
Percy pig is not frightened of the wolf of wall street even if an anagram of coronavirus is 'carnivorous'

Boris says xmas this year will be better than last year.

That means VOD SP will more than last year. BOOM!

'Symptoms are ‘unusual but mild’.'
https://www.telegraph.co.uk/global-health/science-and-disease/south-african-doctor-raised-alarm-omicron-variant-says-symptoms/

I am the other way round. Do I buy today or after it is ex div?

' wrestling with pigs in mud, filthy habit'
In the interest of balance, Boris, speaking to the CBI, had this to say about Peppa Pig:
“Who would have believed that a pig that looks like a hairdryer or possibly a Picasso-like hairdryer, a pig that was rejected by the BBC, would now be exported to 180 countries with theme parks both in America and China?”

'The U.S. private equity giant’s “non binding and indicative” offer is “friendly,” according to a company statement after a board meeting on Sunday. The bid is a 46% premium to Telecom Italia’s Friday close.'

VOD SP + 46% premium is roughly 166p. YES PLEASE!

https://uk.finance.yahoo.com/news/kkr-offers-buy-telecom-italia-183656957.html

'I detect a bit of 'media induced' covid hysteria here.'
I agree. But then you could say the same thing about many of the posts on this BB with an agenda. The printed word is no substitute for time in the market imo

'Up 5% in the last 2 weeks. I hope it can continue this momentum'
and it sure can, fantastic
https://www.youtube.com/watch?v=ZbZSe6N_BXs

Up 5% in the last 2 weeks. I hope it can continue this momentum

Fair point Gary. FTSE UK has gone nowhere over same timeframe. In UK I only hope to buy low and take the dividend for another 19 years. Vod looks a good entry point when viewed like that.

'The SP which is at the same pint as it was 19 years ago'

Bargain at this low level and I think €15Bn ebitda is good cover.

'No chance of a divi cut anytime soon'
ns11g14, after BTs half year report, think we might get 114 by results and higher from there if Vod wants to be more positive.
Good luck longs, shorts and gamblers :-)

Gary I think you are misinformed. There was a dividend cut in 2019. Can you post a link. The ceo of Vod declares a dividend or not. Thats 16 November.
Did you mean this for the mcro board?