Vodafone Share Discussion Threads

[the juggler] 25/1/2020 23:39

On mobile I am On VOD PAYG as also have fully expensed work mobile (Also VOD) Broadband and home phone £23 pcm. Virgin were charging me £53pcm for less than half the BB speed. I was paying for 100mbps and getting less than 20mbps. Now getting around 50mbps which is plenty for my needs.

[diku] 25/1/2020 23:19

Is that for mobile or broadband internet...and how much VOD charging...

[the juggler] 25/1/2020 09:34

Well I moved all my services from Virgin Media to Vodafone late last year and no complaints from me. Service excellent, speed excellent and less than half the price that I was paying Virgin Mediocre. Continuing to hold here and looking forward to my dividend arriving in the account.

[dplewis1] 25/1/2020 07:10

Wow..there's another one. Multiple logins all posting the same link to the Top AIM Stocks twitter page. Truly mind numbing levels of spamming form the worst in the business. StockStracker / BrotherHumble / HotandColdStocks / spurslegend / femaltrader / troajan1 and now neilhulme1 all the same person clogging up ADVFN.

[neilhume1] 25/1/2020 06:01

#VOD #Vodafone tops charts for the most complaints Vodafone has sprung to the top of the list of Britain’s telecoms complaints league, according to Ofcom. Consumers complained more about perceived failings by the telecoms group in its broadband, mobile and landline services... http://bit.ly/2TbVe5T

[spud] 24/1/2020 11:48

3rd para: 'The German investment bank said, “The Aditya Birla Group (one of VIL’s co-promoters) may even consider getting Vodafone Idea to go into bankruptcy on the chance that it may be able to repurchase the rump of the business.” spud

[highlands] 24/1/2020 11:43

If VOD get anything out of the Indian unit, it will be a bonus. It's a very corrupt country and I wouldn't be at all surprised if people are trying to get the assets on the cheap after the company is forced in bankruptcy! Lots of brown envelopes involved all round.

[spud] 24/1/2020 11:21

Even bailout attempt won’t help Vodafone Idea compete with peers: Analysts https://economictimes.indiatimes.com/industry/telecom/telecom-news/even-bailout-attempt-wont-help-vodafone-idea-compete-with-peers-analysts/articleshow/73569689.cms Analysts see the sector rapidly evolving into a private duopoly of Airtel and Jio over the next 9-12 months. By Kalyan Parbat KOLKATA: Any steps taken by the government towards a financial bailout of Vodafone ultimately won’t be enough for the struggling telco to compete effectively against Reliance Jio Infocomm and Bharti AirtelNSE analysts said. “The government will find it too expensive to provide a large enough fix needed to prop up VIL for anything other than the medium-term,” Deutsche Bank said in a note seen by ET. The German investment bank said, “The Aditya Birla Group (one of VIL’s co-promoters) may even consider getting Vodafone Idea to go into bankruptcy on the chance that it may be able to repurchase the rump of the business.” It added that this was an “ambiguous area” with the government wanting to avoid promoters buying assets of their failed companies for fear of regulatory arbitrage, even though when it comes to self-declared bankruptcies, the rules are not entirely clear. Vodafone Idea faces over Rs 53,000 crore in AGR-related statutory dues, and its chairman Kumar Mangalam Birla has said the company will shut down without government or judicial relief. According to Deutsche Bank, Vodafone Idea needs more large price hikes, considerable government relief and its market share holding fairly firm to survive. “But we believe it will get two out of these three (requirements) at best, which won’t be enough.” Under the circumstances, analysts see telecom market leader Jio pushing for market share gains and aggressive customer additions in a sector rapidly evolving into a private duopoly over the next 9-12 months. CLSA estimates Jio’s operating income doubling in two years to Rs 52,400 crore by when its mobile user base is also slated to swell to 500 million, propelled by a mix of tariff hikes and accelerated market share gains. “Jio’s Ebitda to double by FY22 to Rs 52,400 crore ($7.4 billion) and pegs the enterprise value of its mobile business at $66 billion,” the brokerage said. Jio added 14.8 million customers in the fiscal third quarter, and its user base stood at 370 million at the end of December. Analysts expect Jio’s 35% tariff hike last month to start driving revenue growth for the telco by the fiscal fourth quarter, and its average revenue per user (APRU) — a key performance metric — is estimated to jump over 31% to ?168 by FY22 from Rs 128 reported in the October-December period, FY20. CLSA estimates 60% of Jio’s revenue growth to be led by the tariff hikes and the balance 40% by market share gains. Morgan Stanley said Jio, with its low 4G network utilisation and large spectrum footprint, can also potentially on board a large base of subscribers if the telecom industry consolidates into a two-player market. Deutsche Bank said Jio should also be able to increase its spectrum share afford-ably in the upcoming 5G auction, especially with at least one of its competitors (read: VIL) in financial peril”. spud

[muscletrade] 24/1/2020 07:05

Even as telecom companies including Bharti Airtel and Vodafone Idea missed the January 23 deadline to pay up their dues linked to adjusted gross revenues (AGR), the Department of Telecommunications (DoT) has protected the industry from any coercive action till the Supreme Court hears the matter next week.

[pratt2] 23/1/2020 13:25

Can't wait for this to break away into 160s.Some positive news around the TowerCo would help!

[spud] 23/1/2020 11:11

Vodafone and Sunrise announce partnership agreement https://www.vodafone.com/news-and-media/vodafone-group-releases/news/vodafone-and-sunrise-announce-partnership-agreement Vodafone Group news releases 23 Jan 2020 Vodafone and Sunrise today announced a new partnership agreement in Switzerland, which began on 1 January 2020. This strategic partnership will allow Sunrise’s Enterprise customers to benefit from a range of Vodafone Business services, including mobile connectivity, roaming and central procurement. Over time, the companies plan to expand their relationship to deliver fixed/mobile converged services to Enterprises across Europe and beyond, as well as leverage their combined 5G scale and leadership to ensure their customers can benefit from cutting-edge gigabit networks. Vodafone Partner Markets Chief Executive Diego Massidda said: “We are delighted that Sunrise has decided to join our Partner Market network. We are excited about working with the team and being able to offer their customers access to our extensive range of innovative Enterprise products and services.” Sunrise Chief Executive Officer André Krause said: “We are thrilled about our new relationship with the Vodafone team. We know that the ability to leverage their reach and expertise together with our agility, superior network and high quality services, will deliver real benefits for our Enterprise business in Switzerland and beyond.” spud

[toon1966] 22/1/2020 09:15

Vodafone quits Facebook's Libra currency - Https://www.bbc.co.uk/news/business-51200446

[muscletrade] 22/1/2020 07:22

Partial extract from Financial express India Legal experts said that now since the court has agreed to listen to their plea, there is no compulsion for the companies to pay the dues by January 23 and such a stance will not be construed as contempt of court. “Since the apex court has agreed to listen to their plea and a judge who was part of the original order pronounced on October 24, 2019, was part of the bench, the companies can choose not to pay by January 23 and such a move will not be seen as contempt of court. However, companies are free to take their own view and either make full or part payment of the amount before the said date,” a lawyer told FE. Singhvi termed the SC’s listing of the case next week as a positive move for the sector, but said that it is “premature to comment at this stage”. “Modification of the order is clearly needed because of humongous amounts and the need to seek proper instalments and to reconfigure the structure of payment so as to avoid job losses and telecom sector paralysis. But submissions are yet to be made before the SC and we should wait till the next week,” the lead counsel for telecom operators told FE. “Since an application has been moved before the date of payment and the same has been posted for hearing next week, there is no question of facing the wrath of the apex court. There is no voluntary disobedience. We are not challenging the judgment, but are seeking payment scheduling. We are hopeful of the relief,” a lawyer for one of the telecom operators said. Of the Rs 1.47 lakh crore dues, the share of the three companies – Bharti Airtel, Vodafone Idea, and Tata Teleservices — comes to Rs 1.02 lakh crore. The basic prayer of these telcos is that the apex court should allow them to approach the DoT to negotiate the terms and conditions of payment – meaning some token payment is made upfront, followed by a period of moratorium and the rest is paid in deferred instalments, and the DoT be empowered to provide them some concessions, maybe at reduced interest rates or something similar, which the court “deems fit and proper”. Seeking more time to pay, Vodafone Idea, for instance, had said in its petition that it does not have “resourcesR21; and “even banks and financial institutions do not have enough security to lend money for payment to the DoT to comply with the SC orders”. Apart from AGR dues of Rs 53,039 crore, Vodafone Idea owes government by way of deferred spectrum instalment Rs 157,750 crore (it needs to pay this by 2031 in instalments), and Rs 5,712 crore as one time spectrum charge (under litigation). The company’s total exposure to banks is of Rs 49,466.43 crore. Bharti Airtel, which needs to pay Rs 35,586 crore is better placed than Vodafone Idea as it has just completed a fund raise of $3 billion through qualified institutional placement and foreign currency convertible bonds.

[warranty] 22/1/2020 07:21

Well at least it’s nice that they’re raising the price not dropping it?

[diku] 21/1/2020 20:59

Once upon a time when the price was trading around 230p did any of these comedy brokers say sell sell sell...price target 154p or 122p... GARYCOOK 21 Jan '20 - 07:51 - 726 of 730 0   0  0 21 Jan Vodafone Group PLC Deutsche Bank Buy 154.50 240.00 233.00 Reiterates

[ianood] 21/1/2020 16:44

Yes, rating agencies really have their fair share of no sh*t sherlock moments!

[muscletrade] 21/1/2020 13:44

Glad to see Fitch at cutting edge of news flow as usual !!

[poikka] 21/1/2020 10:29

(Alliance News) - Fitch Ratings on Tuesday said a court ruling in India could leave Vodafone Group PLC's Indian business facing "severe" liquidity problems. Last week, the Indian Supreme Court rejected an appeal by Vodafone's Indian joint venture, Vodafone Idea, against a decision to make it pay USD4 billion in fees. Vodafone Idea is operated by Vodafone alongside Bharti Airtel Ltd. Vodafone Idea and other firms in the beleaguered Indian telecom sector were ordered in November to pay a combined USD13 billion in past spectrum and licence fees. "The Indian Supreme Court's rejection on January 17 of a review petition against its earlier ruling in a long-running telecommunications sector tax case, is credit negative for the industry. Two incumbents, Vodafone Idea and Bharti Airtel, will be particularly affected," said Fitch. "The court's rulings in this case could also have significant repercussions for India's banking sector, as well as the country's broader economic outlook." Fitch said Vodafone Idea could face "severe liquidity stress" following the ruling, with a cash balance of USD2.2 billion as of September not enough to pay its unpaid dues. The business has recently lost subscribers to rivals, Fitch noted, hampering its ability to generate cash. One option, Fitch continued, would be for Vodafone Idea to raise money through asset sales, but it said Vodafone Idea's chair has already said the joint venture will close down if it does not get relief from the court or the Indian government." Closing it down sounds like a reasonable Idea on the face of it, but just the threat of it going under might concentrate minds. If it's losing subscribers to competitors, can it afford to get into a price war? Who's got the deepest pockets? Does India want a duopoly in telecoms?

[highlands] 21/1/2020 09:36

Glimmer of hope in India.

[garycook] 21/1/2020 07:51

21 Jan Vodafone Group PLC Deutsche Bank Buy 154.50 240.00 233.00 Reiterates

[muscletrade] 21/1/2020 06:44

Shares of Vodafone Idea surged 16% to Rs 5.70 Supreme Court agrees to hear next week, applications of telecom companies Vodafone Idea, Tata Teleservices and Bharti Airtel seeking modification of its earlier order to permit them to negotiate payment schedule with the Department of Telecommunications Lawyer For Vodafone Idea to @CNBCTV18Live We don't have to pay by January-23, Application for payment plan listed for next week

[highlands] 20/1/2020 16:43

The irony of it all is that a large part of electronic products used and consumed by Americans are directly or indirectly manufactured in China yet there is no concern about security there?

[careful] 20/1/2020 15:23

Yes I knew that, America will make a huge effort catch up. The problem is that now out of the EU. we need to win business from China. It would be a poor start to our trading relationship with China if we succumb to Trumps pressure on 5G. We dare not anger Trump as we are desperate for a trade deal with the USA. Life could get uncomfortable outside of the EU. if the USA effectively demand a veto on any deals we do. It seems outrageous to me that BT and VOD are not free to select their supplier because of pressure from America using the feeble excuse (ridiculed by experts) of national security. I hold shares in both companies.

[toon1966] 20/1/2020 14:56

Careful - in terms of 5G network builds Huawei's biggest competitors are Nokia and Ericsson. Neither are American.