Vodafone Share Discussion Threads

[sentimentrules] 19/8/2019 07:32

Example if you look at previous form on the stimulus talk, major banks should generally be up 3% on the open.

[sentimentrules] 19/8/2019 07:31

Bad because the talk of stimulus beating expectation should have markets up more if institutions were jumping on the bandwagon 0750 this morn. Also the spread of the index 1%. Very even. No sectors getting what they should from such stimulus talk It's retail level buying. Markets will falter this week on that alone

[encarter] 19/8/2019 07:31

Nice start to the week. Looking good for your 200p target senti.

[andycapp1] 19/8/2019 07:27

Why bad start to week, mkts up?

[sentimentrules] 19/8/2019 07:27

Granted il give you that. Certain elements can be considered when bullish. Don't see why dcf can't be one. But im sure when you were buying you also had to consider the risk side. What numbers have you crunched out for that?

[andycapp1] 19/8/2019 07:23

It certainly wasn’t a pension fund and how do you know you didn’t know me!! I’m not flexible to outcomes I just have a generally flexible approach and clearly if I think the business is failing and thus cashflows are weakening I won’t just sit there doggedly hoping for best!! But my approach is DCF. As it should be.

[sentimentrules] 19/8/2019 07:17

But you told me my view is rot....now your suddenly flexible to outcomes. What can i say... see the carnage coming this week? Bad start to strong stimulus talk. No sector benefiting much. Even board. All retail. I'm sure you'll agree from your experience, bad start to week, all considered. No funds buying much

[sentimentrules] 19/8/2019 07:14

Don't know which fund you worked at.. But sure wasn't any I knew. A pension fund? I get it it if that. Hold for 20 years and hope for the best

[andycapp1] 19/8/2019 07:10

How strong my DCF is!! What does that mean? It’s a DCF and of course I flex it for different outcomes but why would I look beyond that? If someone has 100p its because they have lower cashflows, higher discount rate etc. So what? That is their view, I have mine. If I’m wrong, I’m wrong but that analysis stood me in good stead during a long and lucrative city career and I dare say will continue to!!

[sentimentrules] 18/8/2019 22:36

For some strange reason you only insist on looking at bullish targets. Are their no numbers out there to assess the bearish targets too? Refuse to look at negatives? When you buy, seek the bear. No point seeking bulls after execution Just find one market reason 100p is on. Then you have both sides of the market assessed. And can decide how strong your dcf is truly

[sentimentrules] 18/8/2019 22:31

Doesn't really matter what I think. That's the best thing to learn . Only matters what the weighty side of the market thinks, and does with its money. DCF/Intrinsic value didn't matter since January 2018. No reason to believe it matters now. Pretty sure dcf was higher than 240 btw last year. Seems it's dropping to meet price

[andycapp1] 18/8/2019 22:13

Sentiment they won’t be 100p by Christmas don’t be so idiotic. The DCF is 240 odd and it won’t change very much between now and then one way or t’other so you think it’ll be at a 60% odd discount to intrinsic value do you? Rot!!

[sentimentrules] 16/8/2019 22:16

Carter i think your short Vod. Don't believe you bought at all

[sentimentrules] 16/8/2019 22:02

Of course there will be happy days lads. I can think of at least 40 Of em since 230p

[sentimentrules] 16/8/2019 21:56

100p by Xmas, I was being kind. Have to allow for a November surprise, otherwise I'd be saying 76p

[sentimentrules] 16/8/2019 21:48

XLC VOX etc look in serious top out trouble now None of you think this is the final death thro UK sector?

[sentimentrules] 16/8/2019 18:42

Lucifer at the pearly gates

[supermarky] 16/8/2019 18:35

Knock knock knocking on heavens door

[sentimentrules] 16/8/2019 15:35

Must be slaughter time soon. After hours or Sunday night lads? From 7120 to <6999

[sentimentrules] 16/8/2019 15:34

If it's 200p by Xmas, I kid you not.. il PM you a £1000 Sainsbury voucher for Xmas

[sentimentrules] 16/8/2019 15:33

My predictions are what count...

[toon1966] 16/8/2019 15:31

Yep, know how you feel...

[encarter] 16/8/2019 15:24

Tis how I amuse my self these days toon, now that my libido has dropped.

[encarter] 16/8/2019 15:21

200p by Xmas, bit ambitious but if that's your prediction good luck.