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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
  0.78 0.64% 123.42 123.40 123.44 123.64 122.00 122.08 78,875,262 16:29:59
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 39,964.5 706.4 -2.8 - 33,044

Vodafone Share Discussion Threads

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DateSubjectAuthorDiscuss
08/1/2019
16:36
Their view is the dividend is unsustainable, so having had this flash of sudden genius/realisation, VOD now has a new price target ).
essentialinvestor
08/1/2019
16:13
BT is down more heavily than this lot today, not a good day to be in telcos. I hold both of course 😟. RBCs view is as valid as any, I wouldn’t just ignore them as they have said something I don’t like or agree with. As previously mentioned they are often behind the curve but Brokers have access to more info and time than we do and should be able to make a more reasoned judgement, although some are considerably better than others. I guess it’s the same as the posters on here, some are worth reading but many are not.
dr biotech
08/1/2019
16:10
Or they are silently shorting the stock ...hence the target price is even lower than the current price...
diku
08/1/2019
16:04
I think they must want to shake the tree and pick up cheap shares, 260p to 125p, you have to laugh.
montyhedge
08/1/2019
13:39
"The only value of stock forecasters is to make fortune tellers look good. Short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children." - Warren Buffett I am downgrading RBC to 'Ignore'.
gabsterx
08/1/2019
13:25
Agreed - GS target for BP 760. Really when
borisjohnsonshair
08/1/2019
11:37
RBC is the "pimply analyst" its a dramatic downgrade at over 50% All other brokers at the moment are still above 200p. The comments about sustainable dividend are interesting. If there is any substance to the analysis then I'm sure other analysts will either refute it or support it in which case at a price of 125p it must be a takeover target which could keep the price where it is around 150/160p. Very disappointing after Verizon that the share price is so low. The company seems to have lost its way. With 5G coming it should have been an opportunity for VOD to invest in the future and get into content which is where the value lies in the future. The technology is the same for all operators the winners will be the companies who can embrace content in their offering. All IMO DYOR.
car1pet
08/1/2019
10:42
It seems the broker that down graded from 260p to 125p wants some cheap stock, I hope no one takes any notice of them, probably some pimply analyst.
montyhedge
08/1/2019
09:41
Hi Dr Biotech, Yep the Brokers need to have a number of sell recommendations to balance all the buy recommendations for the Companies that are paying them fees. This is old news - this is the same argument aired by for example Questor in the Telegraph last February. On the other hand cost savings (€1.2bn by 2021) are starting to come through from Vodafone's colossal £19bn investment in Project Spring - that will itself reduce the cost of 5G roll-out. Similarly, there will clearly be future merger cost savings (€0.5bn) from the Liberty deal. So whilst Vodafone's debt will increase - with interest rates at historically low levels the cashflow impact should be manageable without impact on the dividend. Should we be heading again into a market slowdown Vodafone's relative position visa vis its competitors will be improved. The 5G spectrum is limited and any new competition will be in a worse position in being able to finance spectrum and undercut established players. Infact, as a scarce resource it suits Vodafone that it's highly priced. Scale economies will be strategically important in maintaining margins and whilst Vodafone is typically second placed against the national incumbent - it's across many markets. Nick Read has stated that Vodafone will maintain it's dividend - and as new CEO he won't want to renege.
maddox
08/1/2019
09:19
The entire market/shares have become nothing but a trading market...long term buy and hold is out of window & dead...and as for the divi it is just a charity to the wider shareholders...the only winners are the insiders collecting their luxurious remuneration package on a revolving door basis...as long as they keep the company plodding along...
diku
08/1/2019
08:53
So what were RBC telling their fee paying clients yesterday or in Dec 2018?...yesterday they had a target of 260p...now 125p!!...it is a circus and a casino put together...it serves no purpose to anybody ..just playing around with numbers...I say ban all these broker recommendations and price targets in the public domain...they are nothing but a self serving agendas...
diku
08/1/2019
08:48
Hope not but that header long term chart is kept intact for lower lows...
diku
08/1/2019
08:28
RBC double downgrades Vodafone Group to "underperform" from "outperform," citing various headwinds * Says VOD has insufficient financial headroom given confluence of headwinds it's facing, namely licence fees, competition, potential new entrant in Germany (as well as Italy), and possibility of economic slowdown * Says VOD also faces substantial risk that 5G spectrum costs are materially higher than currently expected by the market and also adds current dividend as unsustainable even before macro downturn * "Raising the sails into the storm" - RBC says co's frenetic portfolio restructuring has left co more European and converged, but also vulnerable, in its view * Says likely closing of Liberty Global transaction in mid 2019 will see Vodafone stretched financially, a potentially dangerous situation given point in cycle and difficult nature of many of its underlying markets * RBC cuts price target to 125p from 260p, implies ~20.6 pct downside from its last close So RBC have halved their target price. Makes you wonder what’s really changed since their last recommendation - different person writing the report? I always think that brokers just tend to follow the change in the share price then adjust their target prices accordingly. If they were any good they would have had a target price that was somewhat closer to the actual share price to begin with
dr biotech
04/1/2019
22:43
That's a very odd conclusion to make, Maddox. Whatever, maybe the clue's in the name...
poikka
04/1/2019
20:11
Poikka you are filtered - not one of your past posts is worth reading
maddox
04/1/2019
18:54
Nowt to do with Brexit, but euroland has many problems and it's certainly not a given that the E would strengthen against the £. Not looking so rosy today, in fact.
poikka
04/1/2019
18:10
Just think about margins from the exchange rate. Margins must be better now the euro is doing so well against the pound.
newkid
04/1/2019
16:55
Vodafone's shares continue to languish in the doldrums. The primary concern for most of 2018 was threats to the dividend and would it be cut. This was finally allayed by the H1 Results on the 13 November but the negative sentiment had firmly rooted. Why Vodafone's Investor Relations and PR teams didn't address these concerns earlier is puzzling to say the least - surely that's what they are there for? Now I presume Vodafone is suffering from Brexit uncertainty - which has led to some Financial Institutions to regard the UK as 'Uninvestable'. Whatever your stance on Brexit (please don't tell me - we've already had far too much politics on this BB) this concern looks to be overdone. In the H1 report it states: "Although we are a UK headquartered company and have put in place necessary contingency planning, a very large majority of our customers are in other countries, accounting for most of our revenue and cash flow. Each of our national operating companies is a stand-alone business, incorporated and licensed in the jurisdiction in which it operates, and able to adapt to a wide range of local developments. As such, our ability to provide services to our customers in the countries in which we operate, inside or outside the EU, is unlikely to be affected by Brexit. We are not a major international trading company, and do not use passporting for any of our major services or processes." Indeed, UK revenue accounted for only 20% of Vodafone's European revenue and 14% of Group. Once the Liberty deal goes through The UK share of revenue will drop further to an estimated 12.6%. With Vodafone's dividend secure and looking Brexit-proof that 8.5% yield is looking very attractive. Also, being declared in Euros, it's hedged against £Stg weakness. If Vodafone's UK revenues do suffer from Brexit it's likely that it will be more than off-set by currency translation gains elsewhere. So, IMHO Vodafone looks like its due for a re-rating but how long this will take is anyone's guess - but in the meantime I'll collect those lovely dividends. Regards Maddox
maddox
04/1/2019
14:59
Thank you VNP. These were purchased on behalf of younger son in his SIPP. It is one of only 5 accounts I manage these days, the remaining 3 have been delegated to be managed on a discretionary basis
erogenous jones
04/1/2019
14:56
Correct toon, forgot about the trading statement. Many thanks.
veryniceperson
04/1/2019
14:38
VNP - Q3 trading update first on 25 Jan and then divi payment on 01 Feb. Certainly share your sentiments on SP!
toon1966
04/1/2019
14:06
A good choice e.g. Would like to see 200 before results in May. Fingers crossed.
veryniceperson
04/1/2019
13:03
Another tranche added today. Not at the best price, but am confident that it will be beneficial in a few years time.
erogenous jones
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