Member Info for scaredycat

'SP will prob go down before it goes up and up.'

yeah thats my thought too. Its probably worth switching off VOD for a while

Presumably Malone will have to reevaluate his 5% leveraged position which was going to crystalise on sale of 'non core' liberty global assets. Can watch for that sale too. Anyway, lots more interest in VOD I imagine

105p is my guess. next friday

if the network savings are offset by the commitment to 5G investment to get it over the line, and 3 said its piece was £5Bn.
So £5Bn incremental increase in MV....?

Italy deal is back on the table with illiad and Spain reported interests and Uk3 merger decision also just about to land

True, noone knows. But E& care, so does Malone and Niel.

Still havent seen E& 15% RNS which I guess will fill at these low prices?

Think they just want punters to fill 90p since taking it down from 100p. They hope results will take it to 79p, get back in and take profit on the way back up to 120p or 130p or 140p...imho

Thanks for the discussion Android et al and the link.

Page 15 in the link is interesting and says H1 FY23 leverage position was impacted by seasonality of cash flow and we will see a big uptick in H2/ FY reporting. My guess [hope] is exceeding expectations.

https://investors.vodafone.com/sites/vodafone-ir/files/2022-11/vodafone-h1-fy23-results-presentation.pdf

Getting tetchy on here about divs. While they are nice the SP moves more . If you are lucky can get both. VOD is up for sale, dont get caught with your pants down guys

'MDV on point to deliver €1Bn cost savings and keep the cash flowing for the dividend'
yep, orders is orders. €1Bn or she is not going to last long

Thanks SlartiB, some good information in those links.
I wonder what price Malone and Niel are targeting given their strategy is 'market consolidation'.
Will they sell as soon as this deal is announced or hold for the rest of Europe?
Presumably E& 14% is a long term hold for the reasons they stated, €/£ exposure and next gen technology (5G) investment? They also have approval for 15% but no RNS that I have seen

sell bt buy vod imo

'why does the banter increase negative'
Think its to shake nervous retail investors out. Not just VOD, all the BBs have this type of spam

*miracle

'Would be great if 3 are taking $5Bn debt?'
It would be a mackerel!

SlartiB, so, 91p SP gives you 207p net assets and 8% dividend.
What will change sentiment?

'So they would loose 3.2b on sale.'....if they had sold immediately in 2013!
Last year they generated €1Bn ebitdal off €4Bn revenue according to the segmental analysis.
On the back of a knapkin, that rate would have generated €10Bn ebitdal off the original investment [guess]!!
There is also €4.6Bn deferred tax asset available against the continuing ONO business available to an acquirer (not included in reported group balance sheet I think).
$4Bn seems cheap and I would think the offer will be higher. Just rough figures but asset sales are what I am holding for to realise underlying value imo

https://www.lse.co.uk/news/VOD/vodafones-spanish-unit-attracting-takeover-interest-report-ixb2qvfoa2yumtb.html

'What influence can they gain now if they want to sell of their stake?'
Hutch are one of the largest foreign investors in UK. Embarrassing for uk plc taking foreign investors money then regulating their profits away. who is to blame?

I cant see MDV kitchen sinking the earnings outlook. She is delivering the €1Bn savings, indexed revenues and oversaw the investment in growth (project spring). A new CEO might but they would need to be appointed before earnings are reported.

Think it largely comes down to GDP in Germany and UK. If +ve outlook, VOD will be positive.