Member Info for slarti_bartfast

The consensus price target is 122p, a 20% premium to the current stock market valuation.

c.€154Bn total assets, its no wonder DB target 195p. Where are you going to buy another network or build out..
https://www.proactiveinvestors.co.uk/companies/news/1006537/vodafone-plans-underline-the-fact-it-is-substantially-undervalued-says-leading-bank-1006537.html

'Mpesa' would also complement E& ambition to reenter India ie mpesa India. Its really an emerging market product not suited to Europe imo

https://investors.vodafone.com/sites/vodafone-ir/files/result_document/simplified-vodafone-group-holding-structure-13-december-2022.pdf

'Interesting i mentioned africa merger or somethign this morning'
Did you also see some round objects in the sky, kind of UFO like, not the sun or the moon?

'the partner markets model and the VOD brand' could combine with E& without losing Vodacom. Would depend on what products and services and where...

'e& and Vodacom - The telecom groups' footprints fit together well in Africa'
Yes, the partner markets model and the VOD brand is a really efficient way to build out considering the group currently holds c.€154Bn total assets

Vodafone Group Plc is exploring options for its African business as investors ramp up pressure on
the UK telecom company to boost performance, people familiar with the matter said

https://www.msn.com/en-us/money/companies/vodafone-is-exploring-options-for-14-billion-african-unit/ar-AA17wtX4

'The arrival of a serial dealmaker on Vodafone’s shareholder register has prompted analysts and investors to raise their bets on a break-up of the operator’s sprawling business.'

https://www.thetimes.co.uk/article/e1fa7db8-aca6-11ed-9cb3-80326348937b?shareToken=6fde428cf6fc2ef61424542790921c65

'They can sell the calls at any time and move on'
Yes they can but they are saying c€154Bn assets are undervalued and they are going to wait for it to correct. Its still a bet but telco is his business. US will take note of his opinion

ADR up 4.8% at the moment

'U.S.-listed shares of Vodafone Group PLC climbed 2.4% in midday trading Monday, after media company Liberty Global PLC said it has acquired a 4.9% stake in the U.K.-based telecommunication services company. Liberty said the purchase of the 1.335 billion shares of Vodafone was funding through a financing that required equity funding of about GBP225 million ($272.8 million). Liberty indicated its interest in Vodafone is as a passive investors, as it does not intend to seek seats on Vodafone’s board of directors, and that it isn’t considering making a buyout bid for the company. Liberty’s more-active Class A shares shed 0.4% in midday trading. Vodafone’s stock has lost 8.5% over the past three months while Liberty shares have tacked on 3.3% and the S&P 500 has advanced 3.4%.'

https://www.msn.com/en-us/money/companies/vodafone-stock-surges-after-liberty-media-discloses-49-stake/ar-AA17r0D8

Thanks Roofer, 93.07 is fine ;-)

Deutsche Telekom AG, Orange SA, Telefónica SA and Vodafone Group Plc are to form a joint venture for the implementation of a privacy-by-design digital marketing technology platform in Europe that could benefit consumers, advertisers and publishers alike.

The creation of this new entity has been approved today by the European Commission, pursuant to the European Union Merger Regulation.

The four companies will take equal 25% stakes in a newly-formed joint venture holding company, to be based in Belgium and run by independent management under the oversight of a shareholder-appointed supervisory board.

The joint venture will outline its vision and strategy in due course, including its plans for adopting the trial technology commercially.

https://uk.finance.yahoo.com/news/press-release-orange-deutsche-telekom-171000108.html

Can I have whatever Roofer chooses less 0.1p LoL

'telecoms price rises'
Interesting to see what they come up with.
Less than 9 or 10% and it will look like telcos are subsidising other markets like google, netflix, microsoft et al

https://www.newsbytesapp.com/news/science/vodafone-idea-vi-motorola-announce-5g-partnership-for-smartphones/story

'An RNS needed'
Fleccy, yes you did challenge it and the latest article seems to confirm that. But the Gov did say the conversion to equity was underpinned by Aditya's commitment to fund [5G], hence the 'red herring' that VODs % reduced in compensation. However, the figures do look to have been transposed. Perhaps the articles are flip flopping between aspiration and legal requirement, hence no RNS yet.

An RNS needed. This article puts the shareholdings in VOD favour over Aditya vs articles yesterday. Shows you cant take any media at face value without triangulation on other sources

The regulators control telecoms. The management have to operate efficiently. Price controls force new products. VOD uses bonds to get the lowest weighted average cost of capital. ROCE is improving year on year at VOD

Jed, I am not expert but I think VOD is offering to buy those notes at par for cash.
Think it saves c$6Bn interest over the remaining years and clears $5.4Bn long term debt.
VOD must be flush with cash to pay dividends and pay down debt

'we see a low probability of Vodafone Idea raising a meaningful amount of external capital'
GS must be disappointed at Aditya commitment.
Vod downside risk reduces in meantime