Member Info for Thegoldrush

Based on maths, logic and critical thinking. Should they disagree, let them be wrong, I'm sure they can find another job.

On the assets. On the yields. On all the available information. £1+ everytime.

-5.4% Dividend Yield.

-9.1% Buyback yield.

In effect, the return to shareholders is 14.5%.

Yes, that is also true. They in addition save on the need to pay out on the bought back shares as well.

Where the dividend is now 5.4%. There is an additional buyback yield which improves the EPS and thus reduction in the PE ratio. The company is buying back €4 Billion on a €22+ Billion Market cap of which €2Billion is within 12 month atleast.

Thus In effect the yield is higher than 10% and more like 14.5%.

The mathematics can not be clearer. Market is wrong. £1+. No question.

"Saudi Telecom reportedly eyes up Vodafone Portugal"

As said, value all over the book. A few more €Billion. Didn't even talk about the cash balance earlier or the Middle east earlier. Sure AI, IoT etc make it attractive as a growth proposition especially when considering 5G and the merger possibility. Then you add the longterm cost reductions with 'SuperTOBI' etc.

Whether a growth/value/aquisition chaser or utility dividend investor. There is something there.

A reset to £1+. An easy expectation.

The market is wrong and does not understand how undervalued Vodafone is. Let's talk about why this is an over £1 stock and it's so easy, I don't even need to think about it.

Market cap: €22.388 Billion

Italian operations sold for €8 billion. Spanish for €5 billion. Part of the Indus Towers stake for €1.7 billion euros (Still hold a chunk). Already that's €14.7 billion back! Easy.

What about the Vodafone IDEA stake. Attributed zero value? Having a great run on the Indian stock market! Stake worth a few bonus €Billion. Not even counted. Bonus.

We haven't even mentioned, the high value UK/German operations. Africa...and everything else.

CFO buying £2.1M of shares. Chairman £600k. CEO £234k. The rest of the board also buying. No wonder, they understand exactly as I do. Add in the €4 billion sharebuyback.

If someone out there is thinking about making an offer for the company. Make your move. Because it won't last at this price.

One look at the price to book ratio of Vodafone is all that's needed. 0.37...

Surely a takeover target on that alone. How does the market miss the value? Don't even need to think about it.

Peter, your analysis isn't quite right. You are right in some regards, notably the streaming aspect of the comment. Where your analysis falls down is in it's polarized view of what ITV actually is. No mention of Love Island for starters?. The fact is ITVs studios and back catalogue put the firm in a league of its own. It is this aspect of the business which could lead to either Netflix or Amazon making an offer at any moment. Netflix for one, arguably need ITV's production arm. You only have to look at the situation regarding the removal of Disney's content from the service. Then you have the have the fact ITV reaches viewing figures of 38.5M weekly as it is and trades at a PE around 8.5. At current valuations, given the circumstances and given the weak pound this is an undervalued business.

IMO Anything less than a $1bn market cap won't do.

We are right at the start of the next revolution the 4th industrial revolution. This coming decade is going to change everything and very few stocks on the UK market really fit whats coming. You have your Blue prism, BBB etc. A few VR companies and that's about it.

Then to consider that some dotcoms are nearing or exceeding $Trillion valuations. Amazon one of the now nearly $Trillion club was doing $16m of revenue in 1996 and went to market with a valuation of $450M ish :-).

$1Bn in my personal opinion, would be a starting point for a firm with years of background, knowledge and data in human factors AI. But we will have to see what happens.

You competed and compared when you went around calling others amateurs, among other things.

Either way, good luck with yours as well ;-).

ET, others of us are in our 20s. Makes absolutely no difference.

Risk management...my advice would be time management ;)

150k shares...enough for a sandwich and a packet of crisps...and spends all the time in the day on this forum! :-P.

In my view, this will be a £Billion company in the near future. Just look at the EU legislation passed today.

"driver drowsiness and attention warning; advanced driver distraction warning"
-Approved by Parliament with 578 votes to 30, and 25 abstentions. It is practically there.

Then look at the buying at these levels:

Pure exhaustion volume. The volume is considerably higher with no movement in price as a seller is being exhausted out by a very committed buyer or set of buyers at this level. Eventually the price should jump up really quickly.

Positive development really. Looks like someone is building up a large holding and has been for a few weeks :)

There is just no one out there who has that much real world data in this specific area of human factor AI other than SEE.

Every KM is another towards machines better understanding humans and as the installs are rising at such a rate now, the amount of data being collected in this area of human factor AI is actually amazing.

Get a lot of company for the money at these levels. 6 confirmed OEMs, Installs back on track and now over 15k. All the RFQs + over 2Bn km transferable data in (Machine learning/AI) :-)

Makes sense.

At ask again.

Just think of Asos. A £20k holding in 2003 would have been worth over £32m last year. :)

Important words were "at least" 25%.

ET, the key to success is multiple streams of income :). right now SEE has a forward Mcap similar in size to SEYE. Yet, SEYE is at the top of its historical range. Which offers better value right now?. Certainly, with SEE you are getting more company for your money.