The usual midday dip... |
2 called for a higher cut than 25bps |
I think that the market in general (and my portfolio in particular - yay, happy days) had already priced in a rate cut. Here's hoping the rally continues. |
If BOE cut rates by 0.50% good for VOD... |
Buyback the past few days are great value, dividend payday tomorrow 7th, some holders using the DRIP will get rolled back in again too.. :o) |
55m shares bought back already in the latest tranche |
I recon VODA bought another highly rated stack in media co? |
CFRA lowered PT to 70p from 75p.. |
I just checked my holdings since this deal :-
VOD -63%.
VZN +50% |
No cash changing hands if understood correctly...more like have to plough money in...roll outs is a money pit...VOD being a cash cow...sharing of masts where one has less coverage than the other... |
I read the merger details.
They join forces 51% cod 49% hutchinson.
with call put options that result if taken up either way of vod owning the lot.
They divi up debt inherited by Merge, but I saw no mention of cash changing hands.
Someone who knows more should summarise for us.
Strategically I think it is too smaller players in 5g rollout joining up to give critical mass.
Sounded good to me, but market not impressed in the short term.
But then the market never looks past the next month, it will take years to mature. |
Even 1p up is a struggle...what chance... |
hardupfedup: There was 'talk' about 18 months ago. Some synergy and cost savings for E.M. 18 months down the line a VOD takeover should be even more attractive. |
elon wants vod imo |
Group needs 35 billion for 3G merger ! It will hit sp |
HSBC cuts target price to 75p from 77p |
VODA divi yield 6.1% for next year. Very soon 10% as old time depending if price goes down further or profit increase and distribution as well. Take your pick. |
Vodafone is a dog and always will be from now on. Sucking in the sukers. Worth nothing, no shareholder value ever. Wake up to the largest liquid share on the market taking everyone for a ride. Like most of the UK stockmarket going no where. |
What will be the ratio of merger please.and If merger is taking place why do buy backs..might as well do the special dividend which will see share price of 90p++++. |
Thought VOD was long term project...see what happened...and as for the merger is just another mark2 that will swallow more money...VOD can fall 5p and stay down 5p all day...but never rises by 5p and close up 5p ... |
The performance of Merge will be key.
A long term project, all to play for.
The market is obviously pessimistic about the long term prospects of Vod and Merge.
Todays update was quite good apart from Germany.
5-10 Years best case could be a multi bagger. |
Over 40bn turnover and a merger to come.
todays market cap of about 16bn is very low.
simplistic but there must be an opportunity here with so much cash flowing through this business.
A big complex company spread out over many countries.
The opportunities must lay in the sheer complexity of the operation.
Shave 5% off operations costs and we are off to the races.
VOD seems to be the telecom equivalent of the NHS.
So much to go at.
One day a saviour will emerge.
Look at RR.
Dogged by lack of financial discipline for years.
Covid forced them to get lean and mean.
They were a break even business for years.
Now the market cap is more than double the turnover.
A lean and mean operation. |
Black horse might actually be right here for a change :D |
IG itself... |
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