Member Info for scaredycat

'What institutional investors are doing to FTSE listed companies is akin to parents dissing their own children in favour of neighbour's. '

Even the prime minister apparently. A company can be captured by the markets but apparently our country, government and leadership have been captured too

https://www.msn.com/en-gb/money/other/is-a-10-bottle-of-merlot-really-all-our-children-are-worth-to-prime-minister-rishi-sunak/ar-AA1dk402?ocid=msedgdhp&pc=U531&cvid=248c53424fa745aebcbdf7874cb4a776&ei=10

Painful. But cant incentivise using the SP as thats not in her control.

Thats useful, thank you Android101. Makes me think how JPM will handle the Spain (divestment?), what the baseline is etc. As JPM contribute to the consensus, I assume the consensus is something close to the baseline they will be using to present options on Spain?

Spain revenue is c€3.5Bn and adjusted EBITDal c€0.9Bn according to FY23 report.

https://investors.vodafone.com/sites/vodafone-ir/files/2023-06/2023-vgplc-form-20-f.pdf

Jax you are a paid employee whose job it is to fill the BB with negative disinformation.

Everyone except you knows vod is going to pop. Go figure

* and tomorrows Friday. No reputable ii trades on a Friday. Only rogue traders knockingon elderly investor doors to try an con them out of their savings,. Jax and Avo, you are a disgrace and nearly prosecutable

'Does anyone here know why Jax is still a shareholder of VOD? '

Thats because you are the same poster trying to get nervous investors to sell so you can close your shorts

Been here before. Do you sell and buy lower or do just ride it out. VOD likely to be around for another 5 years. The macro is hitting most stocks. MDV is on a personal credibility mission. Just maybe she gets Spain over the line next.. Hope shes making money from hedging turkey currency too ..

^-^

Toli, thank you. You missed the recent div, but you got it lower than the ex div price on the day, so your investment looks good to me. Theoretically, when the share goes 'cum' div, we see an uptick , maybe LoL

Interesting main MMs have 74.5 in level 2 so maybe we see 77 or 78 shortly cum div.

Is VOD is all 'corporate and business development strategy speak' or will there be executed deals. Today, JPM on board with Spain so the corporate speak is its not just a UK merger one trick pony. There is enough time for JPM to present the BoD with Spain options before reporting H1 and guiding outlook. €4Bn was mentioned previously for Spain, but I think thats a discounted number..

^-^

I like the idea of breaking it up rather than consolidating if it increases the SP. Sell fixed line business separately from the mobile business or the retail separately from the wholesale business. Sure must PE interest

33m sold

246m bought

according to the VOD fundamentals tab on here. there are always timing differences of course in the reporting

240m UT is huge for a Friday?

Hi, its me again, Jeff Bidet of Amazing.com. I am a little embarrassed to admit that my plan to sell cheap mobile services hit a bump in the road as the plan depends on having connectivity to a network. I thought you just switch the darn thing on and away we go but it turns out I need to speak to someone like Vodafone with geographical reach into 190 countries or so. Hey ho.

Anyway, the problem I now have is that the Board are questioning the timelines and when do we go live etc. So, (if anyone can help me on this BB), do I need connectivity to sell a genuine people personality application (AI) on Amazing.com? I am genuinely worried as I dont want the application talking to itself. I need connectivity to reach out to all my customer base as well as quickly building market share. I hope to divert the Board attention toward the share price benefits of an AI application and stop thinking of connectivity as phones and in car infotainment. If anyone can reach out and advise who I need to speak to, to move this forward quickly, I will be very grateful. Thanks in advance , JB.

Under the extended partnership, Vodafone Business will bring its connectivity for connected car service to millions of Hyundai, Kia Corp, and Genesis models sold in Europe for the first time.

The extension covers more than 40 countries in Europe. Vodafone didn't specify how long the extension was for, only that it was a "multi-year" partnership.

Both parties will also explore other areas, such as video streaming and Wi-Fi hot-spotting.

"In-vehicle connectivity is becoming universal. As a leader in IoT, Vodafone Business can offer unique and innovative solutions that drive the adoption of the technology. Vodafone and Hyundai have been shaping the future of vehicle mobility since 2018, and the extension of our partnership means we can enhance the experience of millions more customers across Europe," said Erik Brenneis, director of internet of things at Vodafone Business.

https://www.lse.co.uk/news/VOD/vodafone-extends-hyundai-partnership-for-in-car-streaming-services-nqeniuyaqlsr3yl.html

Lots of media coverage. Will be interesting to see if the conservative backbench will try to derail the deal. If they do its probably the competition briefing them LoL

'Vodafone and Three have pledged to improve mobile internet services for millions of customers after announcing plans to create the country’s largest mobile network. Bosses at the two companies said the long-awaited merger will transform connectivity and level the playing field as rivals race to roll out faster and more reliable services.'

https://www.msn.com/en-gb/money/other/vodafone-and-three-pledge-to-transform-britain-s-sluggish-mobile-internet/ar-AA1cyqYz?ocid=msedgdhp&pc=U531&cvid=112329d7c77d4e33bafbb3025a761a24&ei=13

'the news is out, and it wasnt liked today, which means more heartache tomorrow'

I doubt it is anything to do with the rns. Quarterly option expiry more like. I will add late on Friday or Monday if the price is right, otherwise some other bargains like housebuilders if interest rates pause etc.. Only small amounts though so I dont move the SP too much LoL

'If they release news of Ai adoption then this will rocket...'

TOBI relaunch

Yes definitely. Quarterly options expiry week. Will it stay down though?

Https://musebycl.io/advertising/two-disembodied-brains-share-their-thoughts-vodafone

'An outsider was clearly needed.'

An outsider would have taken longer. But by longer I mean she has do a big deal soon otherwise it's back to revolving door execs. CW went down like that to 20p before VOD picked it up for £1. But it didnt have any ebitda like wot VOD does

'If anything, it may be a play by some market makers to force the hand of Liberty Global as he got a 5% stake on leverage'

Think options will rollover until merger is confirmed. Then liberty said it will sell its non core assets to buy