Vodafone Share Discussion Threads

[covid 19 deal] 27/11/2022 14:40

Made some good profit buying gbp/usd..after recent fall post mini budget

[covid 19 deal] 27/11/2022 14:37

Getting tired of sitting with cash ..growing dust for last 2 weeks..

[covid 19 deal] 27/11/2022 14:23

https://www.fool.co.uk/2022/11/27/stock-market-correction-a-once-in-a-lifetime-chance-to-get-rich/


...is it true

[covid 19 deal] 27/11/2022 11:57

Those shorted iag..rr..easy jet at bottom end..now crying like me

[covid 19 deal] 27/11/2022 11:56

I shouldnt have shorted at the bottom end..big mistake

[waldron] 27/11/2022 11:41

Https://www.fool.co.uk/2022/11/27/if-id-invested-500-in-vodafone-shares-3-years-ago-heres-how-much-id-have-now/

[maywillow] 27/11/2022 07:21

Https://www.thisismoney.co.uk/money/markets/article-11472007/BT-Vodafone-hit-rising-costs-debt.html

BT and Vodafone are hit by rising costs and debt: £10bn wiped off telecoms giants as investors rattled

By Francesca Washtell, Financial Mail On Sunday

Published: 21:51 GMT, 26 November 2022 | Updated: 21:51 GMT, 26 November 2022


Almost £10billion has been wiped off the value of BT and Vodafone as soaring costs and debt rattled investors. 

Analysts are becoming increasingly sceptical about Britain's two biggest telecoms companies after they reported lacklustre results this month. The pair are sitting on a £65billion debt pile – almost twice their combined value. 

Investment bank Credit Suisse last week downgraded its rating on Vodafone. Activist investor Cevian Capital appears to be giving up on hopes the group can hasten its turnaround efforts – recently slashing its stake in the mobile giant. 

[unastubbs] 26/11/2022 22:33

Www.thisismoney.co.uk/money/markets/article-11472007/BT-Vodafone-hit-rising-costs-debt.html

[rongetsrich] 26/11/2022 19:49

Nowhere near 1%, it's more realistically 0.5% over several months.

[diku] 26/11/2022 09:30

Gecko...post 5623...maybe 0.50% rate hike in Dec and Jan 2023...then pause...
heard in the news yesterday record amount of spend on credit cards on Black Friday spending deals...or that is what the media is reporting...at the moment it really doesn't feel like in recession out there...but rate hikes take time to filter through...6 - 9 months...spenders are becoming more savvy...



GeckotheGlorious26 Nov '22 - 08:20 - 5623 of 5623
0 0 0
Diku
"banks think rates are close to peak or already peaked"

US rates have at least another 1% to rise imo. After than,who knows.
As to the UK, if it aint hurting, it aint working

[geckotheglorious] 26/11/2022 08:20

Diku
"banks think rates are close to peak or already peaked"

US rates have at least another 1% to rise imo. After than,who knows.
As to the UK, if it aint hurting, it aint working. Inflation is stubbornly hanging around and about to get worse as all the "Pay rise demands else we strike" feed through the system.

At least another 1% + to go in UK as well.
And recession here is a dead cert, just a question of how deep.

We will know by March 2023 (as we'll be past winter, and the possible blackouts!)

[diku] 25/11/2022 18:14

Gecko...post 5621...banks think rates are close to peak or already peaked...short end rates on bonds are higher than long end rates...that is another indicator...

[geckotheglorious] 25/11/2022 16:47

The original goldbug.

Chance of a recession - 90%
Chance of a deep recession 50/50

For that reason alone I wont touch housebuilders at the moment tho the current net 500,000 pa Migration figures do underpin continued strong house prices!

[careful] 25/11/2022 16:26

Barrat are down 45% over the last 12 months.
Sometimes it is all in the price.

[the original goldbug] 25/11/2022 16:08

Yes, well, the folks at Berenberg must be very clever chaps if they can time the market perfectly.

What is lost in the Barenberg analysis is that the downside to say Barratt is 15-20% while the upside is over 100%. Those are quite appealing odds to me and the balance sheet can keep dividends flowing for another 3 years even if the affordability argument proves relevant over the same time period.

[covid 19 deal] 25/11/2022 15:49

Gsk not showing any sign of coming down..fvuked with my short from exdividend day there..what a mistake i made

[covid 19 deal] 25/11/2022 15:26

VOD American Ads at 93.84p for each Share in Uk conversion..strange..on its way to 110 p very soon..oversold

[geckotheglorious] 25/11/2022 15:08

the original goldbug
"I think UK house builders are compelling at this juncture as well."

Housebuilders
"Berenberg remains 'cautious' on UK housebuilders"
Analysts at Berenberg took a fresh look at a number of UK housebuilders on Friday, reiterating its 'cautious view' on the sector.
Berenberg stated that as a result of "further declines in affordability", it had lowered its base-case forecasts for the UK housing market and cut pre-tax profit forecasts by roughly 40%, on average.

"Importantly, we do not expect the sector-wide trough in earnings to occur until 2024," said Berenberg. "Indeed, we do not yet believe that company valuations are attractive enough for us to turn more positive on the sector and we maintain just two 'buy' ratings, primarily for stock-specific reasons."

The German bank said Berkeley was still its 'top pick' in the sector, reiterating its 'buy' rating on the stock and 4,500.0p target price. "Despite reducing our base UK housing market volume and price assumptions, we leave our forecasts for Berkeley unchanged. We think that the company can meet its multi-year PBT and capital return targets despite tougher market conditions," said Berenberg.Berenberg stayed at 'hold' on Barrat Developments, Bellway, Crest Nicholson, Persimmon, Redrow, Taylor Wimpey, and Vistry.

[...]


www.sharecast.com/news/broker-recommendations/berenberg-remains-cautious-on-uk-housebuilders--11512654.html


sharecast.com/news/broker-recommendations/berenberg-remains-cautious-on-uk-housebuilders--11512654.html

[covid 19 deal] 25/11/2022 14:55

Vod American Ads 93.95p ..strange..whats going on

[the original goldbug] 25/11/2022 14:18

Well I did this professionally for the best part of 20 years. With the passage of time there is certain dark humour in recounting the times one got screwed.

I am personally very long some UK and European banks, that is to say that is the most concentrated positions I have. I think UK house builders are compelling at this juncture as well.

If I had dedicated my life to cycling I dare say I would be in the top 1% of cyclists across the country. Unfortunately, it doesn’t work that way in the stock market. If you are consistently in the top 49 percentile you are considered a genius!

And well done for recovering your losses this year. I do think the UK has held up because of the weak currency, but nevertheless I suspect most have not done as well as you.

[careful] 25/11/2022 13:47

Goldbug you are a success.
'holidays and champagne'..I would have said gas bills and baked beans.

I am always curious as to the strategy and overall performance of other investors.
I have recovered my losses in recent weeks and I am now slightly positive for the year starting Jan 1.

[the original goldbug] 25/11/2022 13:23

Well war stories do make the best stories. Winners are boring to talk about but they pay for holidays and champagne.

Good luck sir!

[covid 19 deal] 25/11/2022 13:10

I am not a stupid to do same mistake which I did with gsk ..shorting on exdividend day..now fvuked with my short there..I should have rather gone long

[covid 19 deal] 25/11/2022 13:06

I am not buying at 130p...rather 93.2 p