Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Vodafone Group Plc has confirmed that it is in exclusive discussions with Swisscom AG regarding a potential sale of Vodafone Italy. The parties have agreed that Swisscom will acquire Vodafone Italy for an enterprise value of €8 billion on a debt and cash free basis and subject to customary closing adjustments. This enterprise value represents a multiple of approximately 26x consensus FY24F OpFCF and approximately 7.6x consensus FY24F Adjusted EBITDAaL. These figures are based on company compiled consensus as at February 2024.
Hi fleccy, how do you find out if short positions are added? I recal one of your posts where you mentioned it, is this information close to real time or delayed?
According to various media reports, Swisscom, the largest telecoms provider in Switzerland, is in advanced exclusive negotiations with Vodafone Group, the British telecoms giant, to acquire 100% of Vodafone Italia, the third largest mobile operator in Italy, for 8 billion euros in cash. 12345
Swisscom plans to merge Vodafone Italia with its own Italian subsidiary, Fastweb, a leading broadband provider, to create a strong converged challenger in the Italian telecoms market, which is the fourth largest in Europe. 123
The takeover, if agreed, would be beneficial for both Swisscom and Vodafone for several reasons:
For Swisscom, the takeover would increase its scale, revenue, and profitability in Italy, where it has been operating since 2007 through Fastweb. The combined entity would have more than 30 million mobile customers and 4 million broadband customers, making it the second largest telecoms provider in Italy behind TIM. 123
For Vodafone, the takeover would allow it to exit a highly competitive and low-margin market, where it has been struggling to grow and facing regulatory pressures. The deal would also generate a significant amount of cash, which Vodafone could use to reduce its debt, invest in other markets, or return to shareholders. 245
For both Swisscom and Vodafone, the takeover would create substantial synergies and cost savings, estimated at around 1.5 billion euros per year, by combining their mobile and fixed infrastructures, competencies, and capabilities. The deal would also enhance their innovation and customer service, as well as their position in the business segment. 123
However, the takeover is not yet certain, as it is subject to final agreement, due diligence, regulatory approvals, and other conditions. There is also a possibility that other parties, such as Iliad, the French telecoms group that operates in Italy as a low-cost mobile provider, could make a counter-offer or challenge the deal.
Musk should buy Vodafone UK because it would benefit both his existing businesses and his future ambitions. By acquiring Vodafone UK, Musk would gain access to a large and loyal customer base, a strong brand reputation, and a valuable spectrum of wireless frequencies. He could leverage Vodafone UK’s infrastructure and expertise to enhance the connectivity and performance of his SpaceX satellites, Tesla cars, and Neuralink devices. He could also use Vodafone UK’s platform to promote his X Corp. content and services, and to reach new audiences and markets.
Moreover, Musk could use his innovative vision and resources to transform Vodafone UK into a more competitive and cutting-edge company. He could introduce new products and features that would appeal to Vodafone UK’s customers, such as smart home devices, autonomous vehicles, and brain-computer interfaces. He could also invest in research and development to improve Vodafone UK’s network quality, speed, and coverage. He could also explore new opportunities and challenges in the telecommunications industry, such as virtual reality, blockchain, and quantum computing.
In conclusion, Elon Musk should buy Vodafone UK because it would create a powerful synergy between his current and future ventures, and it would enable him to expand his influence and impact in the world of technology and beyond.
150 for me
Probably shorts buying back shares after drop taking profit
Does anybody know why we pay stamp duty when buying shares?
I couldn’t do daytrading it would be nerve wracking
Or even the same because loan interest is tax free while divi is paid after tax
I agree shorting should be banned, it’s a disingenuous play. Also, I think Vodafone should borrow money to buy back some shares as long as they can get interest on the loan lower than the divi return %
If Vod does not go bust it will recover eventually, we just need to be patient
I would be more than happy to say goodbye to the world as we know it now.. since Biden took office it has become a dumpster fire, we are on a brink of a nuclear war.. It's a complete mess.
Not defending Mandy, but is it possible that Mandy is just above most of us intellectually? history has taught us that geniuses were often misunderstood by their peers
Welcome back?
My EOY prediction - 250p
Btw. I am not fleccy :)
I don't think fleccy would stoop to this level. Fleccy seems to be voice of reason, he is likely heavily invested, but I never see him saying anything out of line. Much respect.
Lol Jax that's not very optimistic, do you own any Vod shares or just coming here to troll?
Merry Christmas and a Happy New Year!
It's actually quite simple, if Vodafone does not go bust there is almost 100% chance to get a good return on investment and stock price eventually going well above 100p