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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
  1.76 1.42% 125.44 125.30 125.36 125.70 123.60 123.68 37,023,528 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 39,964.5 706.4 -2.8 - 33,658

Vodafone Share Discussion Threads

Showing 44551 to 44573 of 51075 messages
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DateSubjectAuthorDiscuss
21/1/2019
15:02
Hi EssentialInvestor, Basically, Vodafone is a binary bet atm on whether they cut the dividend of not. The downside risk is a 19% fall to 125p as per Mcquarie/RBC's view. Or when Mr Market starts to realise that in fact the dividend is safe - he'll find that 8.9% yield too attractive to resist. The share price will rise. If it equilibrates on the same yield as say BT 6.26% that suggests a rise to 212p a potential gain of 42% and opportunity to lock-in that 8.9% yield on the purchase price. On Macquarie's projected yield it would rise to 235p (up 57%). Many other analysts suggest higher price targets so I'm being somewhat conservative. So that's how I see the current risk/reward. I've thus taken a long position and can be patient and wait for Mr Market to come around. We have Q3 trading update on Friday - when in view of the dividend speculation I hope Nick Read and Margherita Della Valle, Group CFO go out of their way to emphasize that they have no intention of cutting the dividend. Regards Maddox
maddox
21/1/2019
12:18
Happy to see the hook up with IBM. I made the point a few posts back that partnership within the 5G space was going to be an important differentiator and revenue driver for Vodafone. The example I gave was connected cars, here's an interesting article with some insight into what it's about. You can see quite readily that there's a huge demand for mobile comms and cloud based big data involved. https://5g.co.uk/guides/5g-and-the-connected-car/
markth
21/1/2019
11:43
Maddox, what's your view on VOD atm?, If I may ask. Thanks.
essentialinvestor
21/1/2019
11:36
Maddox I was also in GBS I agree with your comment about internal buisness units. And for me it was the internal jobsworth units who used to attend risk assessment reviews and find so many risks the proposal became too expensive. I'm so glad I'm out of all that. Apologies to other poster for going offt topic. I won't do it again
car1pet
21/1/2019
10:31
Ex-IBMer here as well, 5 years with GTS. I see a chance for VOD to lock in some strategic SO deals with their customers leveraging IBM's infrastructure. Curious to see how they can combine the benefits of 5G with the hybrid cloud offering of Red Hat.
gabsterx
21/1/2019
10:12
Hi car1pet, Well yes it's the additional that is the attraction for both parties. But Vodafone have other priorities and opportunities than trying to compete in the competitive cloud hosting space. Disposing of the division is a sensible rationalization. BTW I've worked for IBM Global Services too - working with partners to put propositions together in the Fin Services market. My experience is that it was often far easier to work with the partners than internal IBM business units! Regards Maddox
maddox
21/1/2019
09:59
Maddox I like your optimism. I worked for IBM for 25 years and I know what their deals are like. Don't expect too much.I think it will give VOD access to corporate customers they don't already have which will be useful but other than that can't see much other additioanl revenue.I hope I'm wrong.
car1pet
19/1/2019
23:00
Hi Car1pet, As a re-seller of IBM hosting they will get a cut of the revenue. Simples. Vodafone has global coverage either through its own infrastructure or through its partners'. Also, in its own markets Vodafone typically has a stronger market position in the business segment than the consumer. That is an attractive cross-sell opportunity. IBM's hosting division's Tier 1 competition is AWS and Microsoft Azure - tough to beat. Targeting Vodafone's customers with a better combined hosting proposition will probably work better for both partners. You might have also seen that IBM are enhancing their offering by partnering with WANdisco to offer real-time data replication across data centers. Regards Maddox
maddox
19/1/2019
14:14
I thought the new Vodafone image was to gain back customer loyalty with a much better service both on the product and support! It seems their failing if their home broadband offer is anything to go by according to recent customer comment. I think the dividend will have to be cut substantially but will be reflective considering the major fall that’s imminent.
123trev
19/1/2019
08:49
I don't fully understand this one.IBM offers a cloud service today which utilises communications between servers and users. I can see an opportunity for VOD to provide the comms component of the offering but the main revenue stream comes from IBM providing added value services via the cloud service. Not sure where VOD will benefit other than replacing existing suppliers ie BT in the UK. Maybe it's bigger than I think lets hope so.
car1pet
19/1/2019
00:06
This move by Vodafone to sell their cloud business to IBM is part of a strategic move to develop partnerships. So basically, Vodafone will be selling IBM Cloud Solutions to their corporate customers. IBM have enhanced capability in the cloud hosting space and Vodafone an excellent global network for delivery. One can see this as being an attractive proposition for your top-end multi-national companies. On the face of it, it makes sense, but it'll very much depend on getting the chemistry right between these two organisations. Regards Maddox
maddox
18/1/2019
20:27
'Vodafone signs $550m deal with IBM to offload cloud biz' HTTPS://www.theregister.co.uk/2019/01/18/vodafone_signs_550m_deal_with_ibm_to_offload_cloud_biz/
philanderer
18/1/2019
20:10
Vodafone launching new gps trackers, cars, children, pets etc.Could be a big winner, every little helps.
montyhedge
18/1/2019
19:10
Now that could be the jinx... Where is abdullla?...
diku
18/1/2019
18:34
At least we're up today and I've got the portfolio back to where it was a year ago :-)
philanderer
18/1/2019
17:59
Shame Vodafone should e 162p, missed the Footsie party.
montyhedge
18/1/2019
10:39
Falling because of European sector weakness caused by Telecom Italia which is down over 8% today.
hades1
18/1/2019
09:57
@mastey re your points. Price wars are localised. The mobile companies don't want to eat each other. 5G gives them a platform to partner with all sorts of third parties and create differentiated offers. Connected cars, but one example. Debt is indeed a worry. Happily the new boss is a bean counter and has made positive noises. I reckon VF are sitting on several billion worth of cell sites which they could sell and lease back. Yes a hit to OpEx but relief from debt payments should cover it. New participants, don't see many on the horizon, consolidation is probably something to be feared more where several smaller operators clump together to get scale or a larger one with scale takes them out. The mobile business is all about scale. The more punters you have, the more you can sweat the infrastructure.
markth
18/1/2019
09:53
https://www.cnbc.com/2019/01/17/ibm-vodafone-launch-5g-ai-venture-in-europe.html IBM and Vodafone will launch a new venture aimed at boosting Europe's 5G, A.I. and cloud capabilities. The announcement comes as Europe lags behind the U.S. and China in many so-called next-generation technologies like 5G. Working out of London, the new business will begin operations in the first half of 2019. Some good news and potential for both companies. Enterprise margins are usually higher than consumer. VOD will also benefit from the recebt Red Hat cloud infrastructure expertise to solidify its business proposition.
gabsterx
18/1/2019
09:52
@Tim 3 if you put the chart on a three month view it looks a bit like H&S the most bearish pattern known to man. Don't think there'll be a divvy cut (see posts passim) but yet it's still falling in a rising market today, WTH??
markth
18/1/2019
09:19
IMHO a turnaround in VOD is very very unlikely in the near / medium term. It’s facing a perfect storm of a price war, spiraling debt costs and constant new participants in a number of its markets. The last director sale says it all.
mastey
18/1/2019
08:42
Bought some VOD a while ago at 192 for the dividend so heavily underwater. It appears they are now being priced for a divi cut and am wondering about top up as a cut could see the share price decline start to reverse and if no cut what's not to like about 9%? Any thoughts? Cheers Richard
richardbroughton
17/1/2019
22:46
Would prefer to see 143p get re tested again with a strong support held...
diku
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