Share Name Share Symbol Market Type Share ISIN Share Description
Vodafone Group Plc LSE:VOD London Ordinary Share GB00BH4HKS39 ORD USD0.20 20/21
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.12p +0.07% 161.94p 161.90p 161.94p 162.16p 160.38p 160.98p 15,209,712 12:38:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 37,636.6 -2,252.2 -25.0 - 43,262

Vodafone Share Discussion Threads

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DateSubjectAuthorDiscuss
16/10/2019
10:01
These shares seam to be holding there own lately, which is good. It shows the strength of Nick Read's bein positives about things. Just my thoughts. What do others think, apart from SR
veryniceperson
15/10/2019
16:27
https://www.ft.com/content/3802f906-ec1b-11e9-a240-3b065ef5fc55 Vodafone puts Germany at heart of grand design to challenge rivals Unitymedia deal shifts UK group’s focus but pressure is on to make strategy work Nic Fildes in Düsseldorf 12 HOURS AGO Hirschburg is one of the stranger assets to be found on Vodafone’s books. The UK telecoms company inherited the gothic 19th-century palace as part of its blockbuster £112bn acquisition of Germany’s Mannesmann at the turn of the millennium. Germany is now driving the future of Vodafone as it digests its €18.4bn acquisition of Unitymedia, the German cable network it bought from Liberty Global alongside three smaller assets in eastern Europe. The deal has cemented the company’s position as the main challenger to Europe’s incumbent telecoms groups, including Deutsche Telekom, Europe’s largest telecoms company. The Unity takeover shifted Vodafone’s centre of gravity to Germany, where its operations generate 30 per cent of group revenue, 35 per cent of earnings and 40 per cent of cash flow. The country is also at the forefront of the company’s technological development in areas including 5G and the internet of things. Nick Read, Vodafone chief executive, said the hard-fought deal had made Germany “the heart of the company”. “Germany is the engine of Europe and the telecoms structure is one of the best. We have a fantastic asset position,” he said last week. Vodafone, still seen as a mobile phone provider by many in its home market, is now Germany’s largest pay-TV company with 14m customers and the second-biggest in Europe, behind Sky. It has a cable network covering 25m German homes that can connect to “gigabit” broadband speeds. In mobile, where it endured a “painful” spectrum auction this year, it was first to launch 5G in Germany and expects to build a network covering 20m people by 2021. Mr Read believes the British company has a “structural advantage unparalleled in Europe” to grow in Germany given its gigabit network and set a path for other Vodafone territories to follow. “Vodafone was a diversified business spread across five large markets but the story is now simpler,” said Polo Tang, head of telecoms research at UBS. “Germany is so big it becomes a focal point for investors.” “The move to bulk up made sense,” Mr Tang added. “European telecoms is a challenged sector with revenue stalling and high levels of capital expenditure. But Germany is seeing growth with a healthy mobile market and an opportunity in broadband.” Mannesmann may be Vodafone’s best-known deal, remembered as a record-breaking takeover that also triggered a record-breaking loss. But it was the 2013 acquisition of Kabel Deutschland for €10.7bn that set Vodafone on a path towards “convergence” — offering broadband, mobile and television services as a block — that now underpins its growth strategy. “The German market has been good for Vodafone and has now become even more important,” said Robert Grindle, an analyst with Deutsche Bank. However, he added that any sustained economic weakness in the country could see “customers shift to lower-price providers”. The pressure is now on the company to make the Unity deal work, having paid a hefty price to complete its German telecoms jigsaw. The pain will initially be felt in job cuts, with €135m of cost savings earmarked. More than 1,000 roles, both at Unity and at Vodafone’s existing operations, are likely to go. The takeover provoked a public fight with Vodafone’s main rival in Europe, with Deutsche Telekom chief executive Tim Höttges arguing that creating a dominant pay-TV company and combining it with a telecoms powerhouse was “very tricky for democracy”. European regulators nonetheless approved the takeover after Vodafone cut a side deal to allow Telefónica Deutschland to use its network to offer broadband to its customers, albeit at a slower rate than Vodafone’s own service. Vodafone also needs to bat away concerns that it could lose an advantage it has inherited in Germany. Local politicians are calling for a rethink of the country’s unusual Nebenkostenprivileg law, which allows landlords to automatically add a cable subscription to a resident’s rent. With many housing associations tied into deals with regional providers, that acts as a deterrent for about 11m consumers to switch providers, locking in a huge amount of profit — as much as half of Unitymedia’s by some estimates. The law has been the subject of heated debate for years, with companies including Deutsche Telekom saying it in effect freezes them out of much of the broadband market. Yet Hannes Ametsreiter, chief executive of Vodafone Germany, is sanguine about the prospects of renewed political pressure. “You will need the commitment and consent of all the federal states. Good luck,” he told the Financial Times, adding that removing the law would result in rising costs. “Do you want to be the politician who is known for a price increase for consumers?” One German telecoms veteran said that even if the law is to change, it would not happen for years and the bigger challenge for Mr Read and Mr Ametsreiter would be driving enough growth to justify the price Vodafone paid for Unity. Mr Read is confident, pointing to £1.5bn of “revenue synergies” from the rapid merger of the two cable companies. Another executive at a rival German telecoms company argues that while the company has positioned itself as the “gigabit provider”, it has been less forward in committing to new network investment. Vodafone Germany, which is at the heart of the group’s technological developments, could also be key to stimulating growth as it increases its small share of the business market. At its Düsseldorf headquarters, workers in an on-site laboratory can control robotic arms at an electric car factory 80km away in Aachen using 5G. Even the car park is wired up to show where the free spaces are, a service it has exported to Lidl supermarkets in Germany and car parks in Malta. spud
spud
15/10/2019
14:16
I reckon it has to be £s paid and nothing to do with yield - the top two are the biggest in capital terms so a company like IMB which is 8x smaller than HSBA but basically double the yield isn't mentioned.
scrwal
15/10/2019
10:30
AJB is that by total amount or percentage? For example some of the builders have paid out close to 13% annually over the last 5 years.
1carus
15/10/2019
09:34
Interesting posts QuePassa. I'm with TalkTalk but have never considered it as an investment. Perhaps I should think again.
grahamite2
15/10/2019
09:27
Excellent full-page article in today's FT about Vodafone, mentioning their dominance, size and importance in Germany and their industry-leading streaming TV services in Germany. ALL IMO. DYOR. QP
quepassa
14/10/2019
21:01
Top UK dividend payers Rank Company 1 HSBC (HSBA) 2 Royal Dutch Shell (RDSA) 3 Rio Tinto (RIO) 4 BP (BP) 5 Royal Bank of Scotland (RBS) Subtotal £11.9bn % of total dividends 33% 6 BHP Group (BHP) 7 British American Tobacco (BATS) 8 Glencore (GLEN) 9 National Grid (NG) 10 BT (BT) 11 Vodafone (VOD) 12 GlaxosmithKline (GSK) 13 Astrazeneca (AZN) 14 Lloyds (LLOY) 15 Anglo American (AAL) Subtotal £10.1bn Top 15 grand total £22bn % of total dividends 62%
adrian j boris
11/10/2019
10:52
SentimentRules still short here at 1.47 hes burning everywhere hmmmm loving that smell
1oughton
11/10/2019
10:51
MAKE NO BONES ABOUT IT. RECENT RNS's ABOUT TOSCA'S VORACIOUS SHARE-BUYING AND STAKE-BUILDING IN TALKTALK; 1. 12th. SEPTEMBER, TOSCA @ 18.7% and INCREASE to 20.1%, 2. 2nd. OCTOBER, TOSCA @ 20.1% and INCREASE to 22%, 3. 9th. OCTOBER, TOSCA @ 22% and INCREASE to 23.5% 4. 10th. OCTOBER, TOSCA @ 23.5% and INCREASE to 25.6% TOSCA have bought another enormous chunk of almost 7% of TalkTalk in just one month. That's a lot of shares to buy in a very short space of time in my view. Why the enormous appetite? ALL IMO. DYOR. QP
quepassa
10/10/2019
21:20
Yes your right, just read the definition of noise.
beerboy2
10/10/2019
19:57
Think you are looking at noise - late trades and not an unusual volume day
davr0s
10/10/2019
19:43
whats going on with all those massive sells after 4 , looks like the share price is set to fall tomorrow
beerboy2
10/10/2019
17:17
Suspect Vodafone's management don't know what they're doing either frankly. Their customer service is woeful as well.
crossing_the_rubicon
10/10/2019
13:14
Astonishing. Tosca have just bought another 2.1% of TalkTalk as per today's RNS. Tosca now own 25.6% of Talktalk. That's a lot of shares to buy in just a few days. That's a major stake in TalkTalk. Watch this space. ALL IMO. DYOR. QP
quepassa
10/10/2019
13:09
That article by Karl is abit naff really.Don't think HE actually understands what Vodafone are doing.
anony mous
10/10/2019
11:16
Will closing 1,000 shops help the Vodafone share price? Karl Loomes | Wednesday, 9th October, 2019 I can�t really remember the last time I chose a phone in an actual shop. I look online at the different models, memory, and networks I�m considering, and then either get the phone there and then, or at best order it to collect in store. It seems that Vodafone Group (LSE: VOD) has realised this is the same for most people these days, and has announced they will be closing down 1,000 shops across Europe as part of a broader transformation of its real estate. Looking at the details it certainly seems like a move in the right direction to me, but I am not convinced it is enough to make me buy the stock quite yet. Consolidation, digitisation, and data analysis Interestingly, Vodafone has taken this latest decision after analysing the data received from a trial in Spain � CEO Nick Read says that by combining information from its customers, finances, and outside sources such as Facebook, the company was better able to understand how people use its stores. I find it slightly worrying that it took this amount of effort to realise what most of us have known for years � fewer people use shops to buy their phones. Indeed independent retailers such as Carphone Warehouse have been struggling because of this shift. Vodafone�s move will see 40% of its stores transformed in some way � likely consolidated to larger shops or reduced in size to �click-and-collect� outlets � while 15% of its 7,700 European stores are set to close entirely. Strangely, Vodafone says these closures will not be coming from the UK, where it announced last month it would be spending �5.5m to open 24 new franchise stores. Unfortunately for the company, this seems to me to be an indication that they don�t really get the nature of this shift online, but are rather just taking fairly standard costs cutting efforts in Europe. Fundamental shift This fundamental shift from real world stores to online shopping is of course, one that is impacting almost every retailer, and has been taking place for at least a decade (if not longer). It still surprises me that it has taken so many firms so long to realise it, if indeed they have at all, and fewer still to react to the transformation. On the surface this latest move from Vodafone seems to be a step in the right direction, but opening stores in the UK suggests it is not quite ready to shift its strategy more profoundly. It just doesn�t seem to get it. Of course actual store sales make up only a fraction of its revenue and profits, acting more as a customer service channel and a branding presence. Just a few months ago Vodafone announced plans for the potential flotation of its cell tower business. On the investor front, it was forced to cut its dividend by 40% recently in an attempt to bolster its balance sheet. I can�t help but feel Vodafone is somewhat of the old guard in the mobile phone business, and that it may be starting to show. I do think this latest announcement about stores is a good thing, but as of yet I just don�t see enough to tempt me to buy any shares. spud
spud
10/10/2019
08:36
225p - just what I need to get back to even on the majority of my share holding. Not one of my most inspired investments.
lord gnome
09/10/2019
12:59
FWIW :- UBS Buy 161.96 207.00 Unchanged
skinny
09/10/2019
12:48
For followers of the telecoms sector. Tosca Asset Management have just INCREASED their shareholding in TalkTalk to an eye-watering 23.5%. ALL IMO. DYOR. QP
quepassa
09/10/2019
12:25
Vodafone to close 15% of European stores HTTPS://www.sharecast.com/news/news-and-announcements/vodafone-to-close-15-of-european-stores--7063370.html
philanderer
09/10/2019
11:11
JP Morgan raises target price on Vodafone Analysts at JP Morgan raised their price target on telco giant Vodafone to 225p from 209p on Tuesday, pointing to the group's move to begin monetising its towers and the approval of its Liberty Global deal as their key reasoning. Whilst JP Morgan acknowledged that Vodafone had "fast become a popular hedge fund long", it reiterated its 'overweight' rating on the firm given a "plentiful catalyst pipeline". JP Morgan expects Vodafone's second-quarter results to deliver a second sequential revenue trend improvement, a constructive message around mid-term growth outlook and further evidence of ongoing tower monetisation efforts. As a result, JPM raised its second-quarter organic services revenue estimates to 0.1% for 2019 and 2020, noting it sees risks "skewed to the upside". "We expect easing comps to support ongoing q/q improvements through H2 and believe Europe will approach stabilisation in Q4," added JP Morgan, which also forecast first-half organic underlying earnings to grow 0.5% year-on-year. spud
spud
09/10/2019
10:11
UBS Buy 207.00 - Unchanged
florenceorbis
09/10/2019
09:32
Vodafone to close more than 1,000 shops in Europe Updated / Wednesday, 9 Oct 2019 07:43 Vodafone is planning to shut 15% of its 7,700 stores in Europe Vodafone will shut 15% of its 7,700 stores in Europe and upgrade some of the remaining outlets as customers buy more online and change their expectations of in-store shopping, chief executive Nick Read said. The group will overhaul its European stores using data to give insight into what customers want in each location, with 40% of the stores transformed by the end of 2021, Nick Read said. Customer service offered by Apple and Amazon had changed expectations, and Vodafone hopes to improve its services faster than former incumbent rivals like BT, Deutsche Telekom and Telefonica with targeted and personalised marketing, he said. "If you believe that 40% of your transactions are going to be digital, then how does that impact why someone goes to a store. The journeys and the purpose of the store changes," Read told reporters at a briefing in Germany. "That means that we will have more 'experience' stores, less standard format stores (and) more convenience, and kiosk and click-to-collect stores," he added. Read said the group would use new technology such as its AI-powered chatbot to help customers buy products and services in just three clicks. Vodafone, the world's second largest mobile operator, however, plans to continue store openings in of Britain. In September, it announced plans to open 24 new franchise stores in Britain this year, and it is examining the possibility of opening 50 more stores in 2020 in conjunction with new online services. Although Britain is Vodafone's home market, it is not in the vanguard of Read's plan to create a "gigabit" company centred on 5G mobile, ultrafast cable and fibre broadband, and a European pay-TV platform second only to Comcast's Sky in customer numbers. Germany will be the engine of growth, Read said, with growth driven by the acquisition of Unitymedia, the largest cable network in the $22 billion deal to buy Liberty Global assets, which was completed in July. "I definitely think (Germany's) the heart of the company, because it's 40% of the free cash flow," he said. "Now we have a fantastic asset position in that marketplace." He said by the 2022 financial year Vodafone's German broadband network, comprising cable and fibre, would include 25 million premises against 8 million for other fibre providers. "We have a structural advantage that cannot be closed in any short-time horizon, which is why we really want to drive penetration," he said. Unitymedia was being integrated faster than any other previous acquisition, he said, with better execution, despite its significantly larger size. "We feel very confident on the cost, the capex and the revenue synergies," he said. Vodafone is aiming to cut costs by �1.2 billion by its 2021 financial year. RTE.IE
florenceorbis
09/10/2019
07:45
PRESS: Vodafone To Close 1,000 Phone Stores In Europe Amid Revamp - FT Source: Alliance News Vodafone Group PLC is to close 1,000 shops in Europe within two years and upgrade some of the remaining outlets, as part of an overhaul of its retail division. spud
spud
08/10/2019
19:10
https://on.ft.com/33eTVoi
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