Vodafone Share Discussion Threads

[diku] 24/11/2020 14:55

For some reason telcos are not participating in the rally with strength...just up on sympathy rise with FTSE...even BT muted response...

[spud] 24/11/2020 11:51

Vodafone and MásMóvil “exploring merger” NOVEMBER 24, 2020 11.20 EUROPE/LONDON BY CHRIS DZIADUL https://www.broadbandtvnews.com/2020/11/24/vodafone-and-masmovil-exploring-merger/ Vodafone and the Spanish telco MásMóvil are exploring the possibility of a merger that will not involve a sale or acquisition. El Economista reports that Vodafone has already successfully taken a similar course of action in Australia, New Zealand and the Netherlands and that such a merger would lead to the creation of the second largest telco in the Spanish market. It would see the creation of a new company in which Vodafone would hold the majority stake, ranging between 60-80%. Quoting sources familiar with the situation, it adds that the future shareholding structure of the company could be a source of friction between Vodafone and MásMóvil, which is owned by the Lorca Telcom consortium, made up of Providence, Cinven and KKR. MásMóvil has denied it or its shareholders are negotiating with Vodafone. Meanwhile, Antonio Coimbra, the head of Vodafone España, refused to comment, saying it was a matter for its shareholder Vodafone Group to discuss. spud

[pratt2] 23/11/2020 20:03

Just heard.on Bloomberg that Vodafone says German operations resuming to normal.

[pratt2] 23/11/2020 19:56

Just read about it. Likely to result in some form of compensation I reckon, which I hope they have provisions for! If not, another few millions off the P&L

[horace rawlplug] 23/11/2020 19:18

@Pratt2. Complete network outage in Germany since this morning. Ongoing as I write this. Likely hacking attack. Anyone on here have an informed view?

[diku] 23/11/2020 16:50

Normal service resumed after the late morning breakfast... Pratt223 Nov '20 - 12:47 - 2210 of 2212 0 0 1 What happened here 10am onwards?!

[fudge10] 23/11/2020 13:36

Just a normal vodafone day !!

[pratt2] 23/11/2020 12:47

What happened here 10am onwards?!

[energeticbacker] 23/11/2020 10:13

Investor's Champion feels confident that Vodafone's growing engagement with its customers should translate into higher revenues as the COVID-19 pandemic eases and believes Vodafone's 6.5% dividend yield looks very safe. The stock remains in their Income Boosters portfolio.

[spud] 23/11/2020 08:51

Vodafone Pledges Net Zero by 2040Source: Dow Jones NewsBy Jaime Llinares Taboada Vodafone Group PLC on Monday committed to achieve net zero emissions by 2040, bringing forward by ten years its original ambition.The U.K. telecommunications company also promised to eliminate all carbon emissions from its own activities, and from the energy that it purchases and uses--also known as scope 1 and scope 2 emissions--by 2030. In addition, the group said it will halve scope 3 emissions--including joint ventures, supply chain purchases, use of products sold and business travel--by 2030."We are committed to reduce our carbon footprint through improved energy efficiency, renewable energy supply, reducing our network waste and new environmental criteria when we select suppliers. Vodafone will also enable our customers to reduce their environmental footprint through use of our services, including the Internet of Things," Chief Executive Nick Read said.spud

[boxerdogz] 23/11/2020 07:49

Yes Pratt2, plenty

[pratt2] 22/11/2020 21:36

Let's keep this realistic guys. Can anybody see any near term catalyst for the price to be propped up and break through resistance? Or is this likely to retreat and be range bound until next announcements. I can't think of any other than potential read across from whatever Cellnex does and how well that may bode for Vantage's valuation. Or maybe Elliot needs to get involved again!! ?

[spud] 22/11/2020 18:55

Any takeout price would need to be in excess of 200p in order to fairly value this Company. Currently the Market is woefully undervaluing the business & assets - Fact! spud

[diku] 22/11/2020 18:07

Nothing wrong in dreaming...200p?... Reckon we can move to the 150-60 range on tower ipo + divi's as value comes back in to vogue during 20/21. Possible move towards 200 cannot be ruled out as momentum builds

[pol123] 21/11/2020 20:18

Reckon we can move to the 150-60 range on tower ipo + divi's as value comes back in to vogue during 20/21. Possible move towards 200 cannot be ruled out as momentum builds

[pratt2] 21/11/2020 09:11

If we look at the weekly charts, this is in a long downtrend from 2018. Tried to break free a few times but always retreated off the trend line. This time it doesn't look overbought yet and there feels like a bit more of a catalyst and momentum to get this moving beyond that trend line. A clean break above would be v bullish.

[muscletrade] 20/11/2020 11:04

Vodafone have previously written down Indian assets to zero.They still have a shareholdings in Idea of corse although Im not sure what value, if any, they would put on that right now.(still zero as far as I'm aware).The newly formed Indus Towers is a different matter and based on sale price that Idea got for their share of 11.15% then Vodafone Groups share of 28.1% would be worth 1.275B $. At some stage this value has to reappear back on the balance sheet.(unless Ive missed something, which is quite possible).

[sparty1] 20/11/2020 10:16

so far so good. Maybe I brought you luck.

[muscletrade] 20/11/2020 07:42

Vodafone Idea the debt-strapped Indian wireless carrier, sold its stake in a telecommunications tower firm for 37.6 billion rupees ($506 million), as part of efforts to shore up its strained finances. The local arm of Vodafone Group Plc disposed of the 11.15% holdings in Indus Towers Ltd. to existing shareholders, the company said in a filing late Thursday. After the transaction, Bharti Infratel Ltd. will own 36.7% of Indus Towers, British operator Vodafone 28.1%, with the rest held by investors including KKR & Co. and Canada Pension Plan Investment Board. However, Vodafone Idea won’t receive all that cash. It owes the tower operator 24 billion rupees, which will be deducted from the total consideration, according to the statement. The local venture of Vodafone, formed by the merger of its Indian operations and billionaire Kumar Mangalam Birla’s Idea Cellular Ltd. has been seeking ways to raise cash after racking up more than $15 billion in net debt. It hasn’t reported an annual profit since the merger was announced in 2017. Last December, Birla warned of a collapse in the absence of any relief after the nation’s top court ordered it to pay billions of dollars in back fees to the government for spectrum and other charges. TO READ MORE ON VODAFONE IDEA: Vodafone Idea to Raise Up to $3.4 Billion Selling Shares, Debt Vodafone Idea Reports Ninth Quarterly Loss as Users Dump Carrier Default Fear Pushes India Funds to Ring-Fence Vodafone Idea Debt In September, Vodafone Idea said it was planning to raise as much as 250 billion rupees selling shares and debt. The company has been struggling in the face of competition from bigger rivals such as Bharti Airtel Ltd. Vodafone Idea has been the weakest financially among Indian wireless carriers. It won partial relief in September when the Supreme Court allowed operators to stagger the payment of back fees over 10 years. Shares of Vodafone Idea jumped as much as 4.9% Friday in Mumbai, extending the year’s rally to 57%

[muscletrade] 20/11/2020 07:40

Vodafone Idea the debt-strapped Indian wireless carrier, sold its stake in a telecommunications tower firm for 37.6 billion rupees ($506 million), as part of efforts to shore up its strained finances. The local arm of Vodafone Group Plc disposed of the 11.15% holdings in Indus Towers Ltd. to existing shareholders, the company said in a filing late Thursday. After the transaction, Bharti Infratel Ltd. will own 36.7% of Indus Towers, British operator Vodafone 28.1%, with the rest held by investors including KKR & Co. and Canada Pension Plan Investment Board. However, Vodafone Idea won’t receive all that cash. It owes the tower operator 24 billion rupees, which will be deducted from the total consideration, according to the statement. The local venture of Vodafone, formed by the merger of its Indian operations and billionaire Kumar Mangalam Birla’s Idea Cellular Ltd. has been seeking ways to raise cash after racking up more than $15 billion in net debt. It hasn’t reported an annual profit since the merger was announced in 2017. Last December, Birla warned of a collapse in the absence of any relief after the nation’s top court ordered it to pay billions of dollars in back fees to the government for spectrum and other charges. TO READ MORE ON VODAFONE IDEA: Vodafone Idea to Raise Up to $3.4 Billion Selling Shares, Debt Vodafone Idea Reports Ninth Quarterly Loss as Users Dump Carrier Default Fear Pushes India Funds to Ring-Fence Vodafone Idea Debt In September, Vodafone Idea said it was planning to raise as much as 250 billion rupees selling shares and debt. The company has been struggling in the face of competition from bigger rivals such as Bharti Airtel Ltd. Vodafone Idea has been the weakest financially among Indian wireless carriers. It won partial relief in September when the Supreme Court allowed operators to stagger the payment of back fees over 10 years. Shares of Vodafone Idea jumped as much as 4.9% Friday in Mumbai, extending the year’s rally to 57%

[pratt2] 19/11/2020 19:52

Is a bounce off the trendline due tomorrow? Would love to see this at least back above 125. Alarming how cheap this looks, most of the market cap is just for the towers. Sum of the parts is so much more than the mCap..add to it another 6-7% yield! Hopefully the market sees this soon!

[sparty1] 19/11/2020 15:58

I have bought in. There we are, no Keynesian economics ,no charts ,just pure gut feeling. GL all.

[sparty1] 19/11/2020 14:19

thinking of getting in for a punt for the first time since Verizon was sold (big mistake imo) Is the debt the biggest problem. I mean big Debt is becoming universal surely? Just looks sooo cheap currently.My gut says buy.