Member Info for scaredycat

'Third Industrial Revolution'
The way I think of it is that the product lifecycle is like a normal distribution curve. In the case of the 3rd industrial revolution/5g/ internet etc, the tail of the cycle is very very long and flat/ sloping down and skewed 30 years to the right. You might consider we are already in the 3rd phase with software defined solutions replacing hardware and moated regulation ensuring it isnt a chaotic process. It might be 2024 or 2025 before the SP reflects the longevity but the terminal rate has nearly settled imo.

'dividend as a result of a good growth performance'
Malone and Niels bet is that asset sales and consolidation are part of the telco business cycle and E& VOD is the vehicle to keep up with tech change or be left behind. After sale/consolidation, the remaining assets show healthy growth. IIs are giving up their shares to Malone , niel, E&

The collateral liabilities I take to be a timing difference which trues up at year end. With vantage cash and the continued in crease in return on capital employed, I think net debt is under €40Bn this year end, but thats just on the back of a *** packet. The only detail performance reporting I have is Gary's. If he is right, the net debt will be higher to offset the deterioration in performance to ensure the dividend is covered etc

The div cut arguement only benefits the index tracker and traders.
MDV could do better arguement is pis**mg in the wind
Sell italy to iliad is the 1st step to right sizing imho

' Has debt gone up?'
return on capital employed has gone up too. some funny accounting going on as earnings arent increasing at anything like the same rate as debt

selling at/near the bottom is not a good strategy but perhaps you guys should sell up and move on and stop moaning

Maybe just need the clarity to rubber stamp the deal and pass it through, free trade and all that. All the technical complexity and the list of things to complete is long according to Darren Purkis.

Of course it could be an April Fool joke looking at the date of the article

Hey Android, thanks for the chart, I get it. Hope you dont croak before 130p LoL

Whatever happened to last call? Did he or she make so much money shorting vod they dont need to work anymore?

We need last call to go long vod. Come on last call

I agree with Wisebear and Estienne. Also when E& bid comes through the SP will rocket

'Lagarde a good person?..'
...well better than Dominique Strauss-Kahn apparently

Depends why you are buying Marcus. If you want the dividend in February, you have to buy before cob today. Thanksgiving tomorrow and friday . Mikey thinks 80s...

probably discussing financing alternate to bankruptcy imho RNS would be clearer than this bb

BlackRock increased their short 30 june...taking in each others washing liquidity wise. ABDN s turn in the barrel

Maybe Kintbury close their short if windfall tax is announced tomorrow. SMR is the future and energy companies not reinvesting in fossil.

maybe they dont know the difference between 'the bottom' and 'the bot'

'One minute someone says very very strong buy'
yeah, I said come back next year but couldnt leave the table without one more top up. Definitely not looking until ITP LoL

think come back in a year

Had a read but think no issue. Back to Rolls BB. Hope China opens up soon and sentiment/ demand perks up and RR SP flies.

Thanks for following up.

'The rate of severe adverse events was low and did not differ between the BNT162b2 group and the placebo group. Based on the follow-up period and the number of volunteers, there are no concerns about the safety of the vaccine.
https://www.ersnet.org/news-and-features/respiratory-digests/safety-and-efficacy-of-the-bnt162b2-mrna-covid-19-vaccine/#:~:text=The%20rate%20of%20severe%20adverse%20events%20was%20low,in%20order%20to%20identify%20any%20distant%20side%20effects.

'You ignored the Pfizer report.The one they wanted to keep locked up for 75 yrs.Have you read it.'
Can you post it and I will take a look. As you can imagine, there are thousands of reports to read influencing these groups.