Vodafone Share Discussion Threads

[sentimentrules] 19/8/2019 08:04

Can't see it so. Gapping to the July 29th a bad sign. Big money reducing

[supermarky] 19/8/2019 08:02

Will it break on up?

[sentimentrules] 19/8/2019 07:51

July 29th high.. it wouldn't want to reject it. Auto fill 132 Money flows flying down and reject that? 132 for sure

[sentimentrules] 19/8/2019 07:50

Monthly pivot Monty? Fair target for bull

[sentimentrules] 19/8/2019 07:49

Absolutely.. 38 sectors in the UK alone...1000's of stocks. Opportunities daily

[montyhedge] 19/8/2019 07:49

I see 162p quite easily coming coming weeks.

[andycapp1] 19/8/2019 07:44

Of course there will be opportunities in equities there always are. If you are too blinkered you’ll miss them.

[sentimentrules] 19/8/2019 07:42

Bank of International Settlements paper 399...safe global assets.. Probably concludes there won't be any. I think it relates to stocks too. If no safe assets, markets become ping pong.. totally change . We have to account for that in our methods today

[andycapp1] 19/8/2019 07:37

Oh I don’t particularly like the sector but I think the security is somewhat undervalued. There are better sectors it’s true.

[sentimentrules] 19/8/2019 07:37

Of course andycapp if you have sector right, 240 it is.

[sentimentrules] 19/8/2019 07:36

Carter.. nearly every sector looks green today...just wonder which one will be most red on the bad day haha Remember what i said to you... There will be celebration days..

[sentimentrules] 19/8/2019 07:34

Not questioning your figures or reasoning. In fact very realistic. But i think you've got this sector wrong. Which in turn will drop the dcf in the coming 3 years

[andycapp1] 19/8/2019 07:33

I’ve assumed that cashflows deteriorate by various %’s and I use a slightly higher discount rate to account for weakening macro and thus higher risk albeit I’ve got lower debt costs if that’s the case. So I’ve a range but my central case is still 240 odd. Towers will help as it’s more stable, more debt and higher EBITDA multiple once carved out of the Group.

[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!!