Member Info for Spikeyj

hi daniel. i hope you don't mind, but on the whole, i prefer not to comment on politics directly on lse boards. the guys over on the lloyds board seem to do spend more than half their posts arguing about brexit one way or t'other.

thinking about the medium or longer term, (rather than really short term s/p impacts) why do you think that a messy brexit would have a big effect on the underlying business that vodafone is conducting?

i don't understand your point. why should vodafone shareholders care that much if uk gets "smashed on brexit" .. voda is hardly a big play on the uk economy these days, is it? (tho' something like a snap general election would sure make s/t wobble!)

"The cure is not in the hands of the boards, retail investors, but politicians allowing the three ring circus that is share trading and those that control/manipulate it to do so freely." what do you think the politicians should do? maybe the politburo should have a standing committee of factory workers and tractor drivers that meets four times a year to decide what the fair price a share will be that quarter?

char333 2nd october 2017: "My next forecast, wait for it . this doesn't make � 2 40 by the end of 2018. 15 months time. Any one wanna take the bet. As always I sincerely hope I'm wrong, but well you no my predictive record." spikeyj 2nd october 2017: "yeah, i do think it will have reached higher than 2.40 at some point before the end of 2018. (NB that's not a bet about what the share price will be specifically *at* end '18.)" - still confident, char333?

(maybe he's about to have his andrew bolton moment?)

anyone who had put a big chunk of money in at the very start and has just sat on it 'patiently' since would be entitled to feel quite fed up with woodie.

(he sure does up the risk level by having such concentrated holdings in his 'portfolio' funds.)

yes, interesting read. suppose it depends whether you believe that the hedgies are correct in knowing for "certain" that the 2b trial will fail? i'm not exactly an expert in that AL field, lol! so i'm not in a position to judge them on any technical arguments about the underlying science of it. for sure, woodie has put big percentage in, & he keeps making some pretty poor calls in recent years. hence as i've noted before, would be pretty unwise for any ordinary pi to have too big a % in this one.

target gives more than 30% from here. free cash flow is increasing, better divi cover, board reasserting commitment to keep raising the full year divi. so let's see what our american cousins think of vod over next couple of months. (indian market still a swamp!)

steady share price over the first half hour. presumably, no qualitative surprises, and some nice quantitative pluses that plug nicely into the analysts' existing spreadsheets.

? why do you have such a thing against financial professionals?

... are you two related? or just both like card games?

goldman get plenty wrong, of course, but they are not simply a broker.

? what time are those results out tomorrow? (goldman's looking for some egg on their face if they are terrible.)

added a little.

and bought a smidge. und zu weiter.

'... after all the hard work he has put in." ? and when did he do that?

- a good question for the nomad perhaps. the original MYN RNS was unambiguous that MXO bought 100,000 ,000 shares, and had agreed to a 3 month lock in. ... now MXO have sold 66,666.667 shares, but it states clearly in this RNS that they have none at all left. .... so does that mean that MXO did sell 33,333,333 shares inside that period *despite* the 3 mo. lock-in commitment? .... or does it mean that they sold 33,333,333 shares inside that period, but were *excused* from the lock-in by MYN? (in which case, that would have been price sensitive information that should have been declared to the market as a whole, to correct the information given by original RNS; not a level playing field for non-insiders!) ... or is this most recent RNS wrong, and MXO still retains a 33,333,333 stake tucked away somewhere? ... they make it a lot harder to work out what's going on since mxo didn't RNS what it bought in the first place, lol. same old mxo! (NB if it is correct that mxo sold on 7/11, not 8/11 they managed to miss most of the rise in mayan?)

phil, section 8 of the RNS is pretty unambiguous, "Resulting situation after the triggering transaction" = 0 shares, and 0 voting rights. (direct and indirect combined)