'value to shareholders is non existant' The employee share scheme just about to pay out. Think it was around a £1? Makes you wonder what direction the market takes from Vod treasury function and its relationship with europe?
Daniel, I have been in hibernation waitng for an economic recovery. I hope its not those pesky mice giving false signals. Still, nice div on the 8th to look forward to in any event.
Think Q1 s/be good. I am expecting continued revenue growth, particularly germany. Did alot of structural stuff last year with vantage and liberty and debt management. Expect some upbeat operating profit initiatives securing future divedends/ fcf imo
Agree all possible and anythingthat raises the brand value. The economics are short term trade and sweat the assets versus long run incremental and more capex
Wont do any harm but I think roaming has had its day and the old usage based commercial model. We need new subscribers and stay at home sub saharan partner markets
Daniel, very happy waiting for my dividend but not sure if I made the right decision to hold Vod long term. Does seem to be entangled in this hybrid bond phase with no end in sight. Sure Vod will be trading in 5 years time. Not so sure about arb?
'Nice to see this is still staying above 120p.' Buyback 'conversion price of £1.2055 reflects the conversion price at issue (£1.3505) adjusted for the pound sterling equivalent of aggregate dividends paid in August 2019, February 2020, August 2020 and February 2021'. Good job Vod management!