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Lovely.
Hi, do you have details?
Is it hosted by Bright?
'Does this mean he has a significant vested interest to get the sp as high as possible?'
LoL I would say so.
What's adolphos target? If he has cpi paying a divi next year, that would be very nice too
Lovely.
Vesting dates
2,509,709 15-Jul-24
2,497,467 15-Jan-25
1,897,585 15-Jul-25
1,885,343 15-Jan-26
3,256,501 15-Jul-26
Think I just saw the millenium falcon jump into hyper space. Someone is in trouble.
MW still showing on short interest tracker
Is witching friday relevant? ie this is the 3rd Friday of the month and options to buy ..
Hope that witch is not after my bed and wants my breakfast
Love the pic of Adolpho. Doesnt look like you want to go in to his office unprepared or he will cut your legs of with a light sabre.
May the force be with you
I dont think debt is a useful a focus
Gearing is more important to me
Tim has all this in his objectves.
Difference between CPI and the monsters of the ftse is Adolpho. Not just CPI leadership but also his relationships and speed of execution once decided.
I also like Enterprise Value (EV). The market capitalisation of CPI plus short-term and long-term debt and any cash or cash equivalents on the balance sheet.
They will eventually work it out and the next cycle kicks in. There is probably some great programmer in the sky who determines what the SP will be on the road to global connectivity. Its a utility at the moment and pays 11% dividend..!
Just noticed news imminent, maybe tomorrow, maybe over the weekend. Hope it helps draw a line under the SP. The big pension funds must be bloated @10% dividend. But who is selling when E&, Malone and Niel are also buying large holdings?
https://www.cityam.com/vodafone-and-three-days-away-from-announcing-a-uk-merger/
aside from asset sales, E& shakeup, CEO etc german manufacturing economy looking good today and growing. So undervalued here imo
Kay, if you are round long enough you will buy at all those prices. And dividends along the way. I wonder what E& average is?
Mole, re malone, the company said it would fund the deal through derivatives and would only require £225m through equity funding from the group. It ultimately intends to fund the purchase through sell-offs of “non-core” assets.
I think VOD UK /3 go ahead will be the tipping point for Malone as thats the regulatory starting gun for next stage (ie what are his non core assets) and that will roll across BEREC/ EU. Niel has 2.5% similar bet.
But E& appears to be a solid 14% maybe acquiring africa assets but also hedging investment in €/$ currencies
Everyone agrees the €154Bn total assets are undervalued. Net assets €57Bn but market value €24.2Bn...
Its tough watching it day after day. I guess can just switch off for the big rerate and not sell too early on the rise LoL
We definitely getting some or all our money back imo
I would like to say my win this week was just luck, but in fact, it was a calculated outcome where the SP eventually surpasses 185. Obviously its a secret formula that I cant just post on a public bulletin board. Also, if I said it will surpass £2 you would say I was ramping [and of course it is science, not ramping] so I take it one week at a time and say next Friday close will be 102.33p
meh*3, thats a good link/ article and the associated links at the bottom of the article too.
There is a good point made about 3 and VOD UK not getting appropriate returns on their investments under regulation. In the case of BT, I think OFCOM lets them have 10% and their SP jumped on that announcement.
Hi Robleo, I have been in VOD since Racal..
I look at it in a societal and regulatory context which the market can influence but not move outside certain parameters set by global institutions. Honestly, 2016 is no time at all in the life cycle. Down to MDV or the next CEO to callibrate VOD with whatever the policy makers and CMAs decide. VOD will still be trading, investing, raising capital like other utilities...
Absolute 100% certainty imo, if hutch are briefing government, we will get consolidation across markets (industries and/or geographies).
If I am wrong, VOD uk get a share of 9m subscribers as 3 exit UK so win win in uk plc
Just hold tight and you will get 100% from here imho
Scaredy, different horses for different courses.
I am gobsmacked guttersnipe is calling for rotation after years calling VOD SP 'in the gutter'.
Even Robleo is drawn to his reasoned arguement for rotation ie can only go so low before the only way is up.
Stranger things have happened. Guttersnipe might actually be Malone trying to accumulate cheap shares. Only mikey seems to have any firm grip on this bb and the SP unfortunately it's his todger.
Mole seems to move from risk to risk like Don Quixote lost 'in the windmills of your mind" or perhaps too much acid in the 60s and 70s.
Thank goodness for Roofer and Fridays.
I will pick 91.98p for next week. Uk GDP is likely to average c1.7% per annum until 2030 according to the imf so maybe SP increases 0.1p per week until 2030 and then Malone, Niel et al exit
VOD/3 UK merger
'The government... announced an ambition to deliver stand-alone 5G to all populated areas of the country by 2030, driven by a "pro-investment framework", and confirmed its "openness to market consolidation".
https://www.msn.com/en-gb/money/other/hutchison-briefed-uk-government-as-vodafone-deal-set-for-regulatory-scrutiny/ar-AA19RkQI
https://www.gov.uk/government/speeches/uk-merger-control-in-2023
Blue pill working its magic this afternoon
*so no impairment (already recognised)
meh*3, €154Bn total assets is the lower of cost and net realisable value shown in the statutory accounts last year. The auditors audited it and signed off as a true and fair view. The recent valuations point to a disconnect between the SP and the offer/bid prices 3rd parties are making for the various parts of VOD. The market will like an executed deal like sell spain or merge UK etc, surely.
The India gov investment has made bankruptcy less likely and positioned for a billionnaire investor as well as capital required for 5G ( a bit like VOD/3 in aspiration). India is not included in the group accounts so impairment. If it went bust, there is probably €1Bn cost. If it comes good, there is a share in a huge investment to be included in the group accounts imo