Member Info for travesties

5% profit on today's buying spree! Up, up, up ...

Was the divi cut 10% ?

Overview

Telecommunications provider's Q3 revenue grew 6.5% to €10.5 bln, driven by Europe and Africa

Adjusted EBITDAaL for Q3 increased 2.3% on organic basis, in line with guidance

Company completed €3.5 bln share buybacks, new €500 mln tranche announced

Outlook

Vodafone expects FY26 Adjusted EBITDAaL at upper end of €11.3-11.6 bln

Company plans FY26 dividend per share growth of 2.5%

Vodafone Türkiye to launch 5G services during 2026

Result Drivers

AFRICA GROWTH - Strong service revenue growth in Africa, with financial services accelerating, contributed significantly to results

UK INTEGRATION - Integration of Three UK and Telekom Romania assets supported revenue growth, offset by foreign exchange movements

GERMANY REVENUE - Service revenue in Germany grew 0.7%, aided by higher wholesale revenue

"a GBP 214 million share of losses from the Sports joint venture. "

BT Group plc reported its earnings for the third quarter (Q3) and nine months to 31 December 2025. Q3 reported and adjusted revenue stood at GBP 5.00 billion, down 4 percent year-on-year, primarily due to declines in service revenue, lower equipment revenue in Consumer and Business segments, and the impact of divestments. Q3 adjusted UK service revenue was GBP 3.80 billion, down 2 percent, reflecting the ongoing impact from legacy voice services and prior year trading phasing. Adjusted EBITDA for Q3 was GBP 2.10 billion, down 1 percent, with cost transformation efforts helping to offset lower revenue. Reported profit before tax for Q3 was GBP 183 million, a decline of GBP 244 million, mainly driven by a GBP 214 million share of losses from the Sports joint venture. BT continues to expect to achieve its full year financial guidance, including a cash flow inflection to approximately GBP 2.00 billion next year and around GBP 3.00 billion by the end of the decade. Operational highlights include record full fibre broadband connections, with the network now reaching more than 21 million homes. BT achieved a record Net Promoter Score (NPS) of 31.4, an increase of 2.1 points year-on-year, reflecting improved customer experience. The company also noted changes to the trading relationship between EE and BT Wholesale, resulting in an increase in Business segment revenue year-to-date by GBP 63 million, with a corresponding increase in cost.

UK's BT says on track to meet forecasts for the year

BT's Financial Performance Overview

LONDON, Feb 5 (Reuters) - BT, Britain's biggest broadband operator which also owns the EE mobile network, posted a 4% fall in quarterly revenue, in line with forecasts, and said it was on track to meet its targets for the year.

Judging by the illogicality of past market performance BT stock will drop if there's any good news ?!

Maybe it's that TIDAL WAVE of cash selling out of commodities and crypto (the great decryption play) finding its way into real companies like BT and VODA. £2+ go, go, go !!

Use Trading 212. No charges.

Would love to see that TIDAL WAVE of cash selling out of commodities and crypto (the great decryption play) finding its way into real companies like BT and VODA. £2+ would be good !!

"RBC cuts Greggs price target to 1,970 (2,190) pence - 'outperform'"

"let’s face it, how many companies in their growth trajectory don’t hit a wobble at some point? So, if you can step up and be there when these great businesses hit a wobble, you can do all right."

The point being that their growth trajectory is enormous still. If you look at how many petrol forecourts they are in, how many hospitals, how many underground stations. So, you’ve got this good business, which pays an attractive dividend of 4.5% yield, and with a nice growth trajectory, but it’s fallen out of favour because the investors who bought it because it was a great business and they paid too much for it, are underwater to the extent of 50% and it’s causing them a lot of pain and they don’t want to be there.

So, you know, that’s what we try and do. We all want growing businesses, we all want great businesses."

--- Ranmore Global Equity manager Sean Peche discusses the stocks in his value fund

https://www.ii.co.uk/analysis-commentary/bargain-shares-offer-uk-and-beyond-ii537556

Various funds have been adding to existing positions or taking out a new LONG position. Are the SHORTS in danger of a roasting? A few examples from recent months:

Ninety One UK Special Situations B Inc 1,123,254

Fidelity Low-Priced Stock 1,119,300

Ranmore Global Equity Investor 580,000

Artemis UK Smaller Companies 441,952

Ninety One UK Alpha A Acc 419,776

Baillie Gifford UK Equity Alpha 382,554

Omnis Income & Growth A Acc 369,457

Invesco International Small-Mid Cap 340,391

Fidelity LowPriced Stock Commingled Pl A 209,100

Trojan Income O Acc 204,807

B&M : JP Morgan cuts target price to 163p from 205p

JP Morgan says GRG looks well positioned to" "weather the current storm" in the UK as other convenience stores and retailers struggle

GRG screens well in terms of unit economics with higher sales , profitability per square feet high return on invested capital - JPM

JPM forecast 3,000 stores by 2030 and capital returns above the market expectations for GRG

JP Morgan biggest SHORT holding in GREGGS?

In other news : "JP Morgan initiates coverage with "overweight" rating, sets PT at 2110 p"

Capitalism, RIP

Staley Plan B just moved to the flag flag flag flog a dead horse village of Rantsville in Dystopia.

(We might need to impose a Tautology Tax if you keep referring to "true facts")

Is it possible we could sign an * Armistice * today and AGREE to stick to GREGGS rather than the grotesque fantasies of your far-right verbal diarrhoea?

Wouldn't that be better for the HEALTH of this forum?

Biggest source of Rant Tax revenue is from warmongering Daily Mail petrol-heads (a newspaper that supported Mosley's fascists...)

Poor Staley Plan B: wrong side of history, again.

Coming up to the 2 minutes silence for the Armistice. How will Staley cope?

Parasitic hedge funds going in for the big short on GREGGS, again! Does anyone do a real job these days?

Meanwhile Rant Tax revenues flooding in from staley plan b ! Yawn!

HEALTH TIPS: If you're addicted to political ranting (and a failing satirist), try stuffing yourself with a box of GREGGS donuts. Whipped cream?