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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
  0.60 0.46% 131.98 131.94 132.00 132.66 131.02 131.02 7,493,159 09:41:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 39,964.5 706.4 -2.8 - 35,332

Vodafone Share Discussion Threads

Showing 44751 to 44774 of 50450 messages
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DateSubjectAuthorDiscuss
25/1/2019
11:06
Free cash flow is king and 5.4 billion. In my view dividend safe.
montyhedge
25/1/2019
11:04
EJ, you're making too much sense for this board :-) One should always look at the underlying fundamentals instead of watching the share price drop and concluding that the dividend is doomed because "the market thinks so". Dividend safety of a company can be measured by the free cash flow that it generates and the dividend payout ratio. Free cash flow is generally defined as the operating cash flow minus the capital investments plus the depreciation. Basically, it is the leftover cash a company has after meeting all its obligations, including the capital expenditure it may have to make to grow its business. Also, longer the dividend history of growing dividends, generally, the safer is the dividend.
gabsterx
25/1/2019
11:02
revised target prices issued today show a 50% upside. crazy times. yes, if a 10% divi can be maintained, who cares about capital growth. compare with the risk free return on a HGM gilt. All of the old rules of valuation have been ripped up. I am a sucker to be sure, but I just bought a few more for the long term.
careful
25/1/2019
10:54
Oops - I have far more so been very painful! Lesson learnt I agree
watfordhornet
25/1/2019
10:54
Careful, your description of cashflow is not very accurate. Knowing the rate and value of cash inflow allows decisions to be made to control the flow of cash out. Of course, there is a pecking order for things...... HMRC, VAT and employee wages, then bank financing, purchases and so on. Once those are covered, if there is spare cash, that can be used to pay down debt, invest in new infrastructure, organic or aquisitive expansion and lastly to reward shareholders through a share in the profits by declaring a dividend. VOD has an unbroken record of dividend payment for 30 years. The dividend has risen consistently during this time and there is no reason to doubt that this record will be broken. That the yield is high, does not mean that the company is unable to pay a dividend or will cut the dividend. VOD is no longer a company in which investors are expecting capital growth. It is a UTILITY company.
erogenous jones
25/1/2019
10:53
LOL pivots get hit......n its called projection?! ffs n hehe 1-2% max......cut quickly as poss...........today holders get burned more than ever?!
the_boy_plunger
25/1/2019
10:53
Well i have bought more this week and more again this morning! Only time will tell but 13p divi on a 1.40 blue chip has to be a reasonable entry point. If it stays at 1.40 for a few years that will suit my dividend reinvestment plans of 9% compound interest!DYORThis time next year Rodders!
tygarreg
25/1/2019
10:53
Just bought £20,000 worth at just under 1.41. Hope this will be justified in time.
jeantere
25/1/2019
10:51
According to calculations, Vodafone's FCF payout ratio has been stable in the last two years, roughly 78%; however, future growth is uncertain. But with almost 9% yield, which is close to the long-term return for the stock market, we could certainly wait for a few years.
gabsterx
25/1/2019
10:48
smithless, Mr Market is an emotional being and not always rational. Look at the yield of IMB and BATS are they unsustainable? With the dividend frozen all VOD has to do in the sort to mid term is maintain it's cash flow. They have outlines their strategy for return to growth, it will take more than a few quarters to turn a ship this size around. Is there a risk? Absolutely. But also a potential upside that could very well payoff in the long run. I don't see hug red flags at the moment to push me to sell.
gabsterx
25/1/2019
10:40
Very telling comment Knowing.....couldn't agree more!
toon1966
25/1/2019
10:33
I see everyone has become a Master Trader in VOD with predictions all over the place
knowing
25/1/2019
10:32
FWIW 25th jan JP Morgan overweight tp 230p cut from 240p 25th jan Bernstein outperform tp 225p cut from 235p 25th jan UBS buy -
philanderer
25/1/2019
10:27
Gabsterx - its currently ylding nearly 10% ie the market is telling us the divi is not sustainable out of future cash flow. Even if it was, at the current share price it would make more sense to pay off debt, thus my comment.
smithless
25/1/2019
10:27
I don’t understand why anyone is surprised here the trading statement was pretty much as per guidance with any good news coming in 2020 it takes a while to turn this size of ship around. The cost cutting is well underway,strategic partnerships being forged a must moving forward and 5g on the horizon with new revenue streams anticipated.The dividend will be safe this time but will have to be cut short term the question is when should I buy?
123trev
25/1/2019
10:26
'this will look like a tiny speed bump in 10 years time' You have cheered me up. I am hanging on to my share certificates in Marconi, Northern Rock, Eurotunnel and Woolworths and will wait for the speed bumps to be ironed out.
careful
25/1/2019
10:26
The insiders dumping shares look to have made a good call. The update does not make a buy case any clearer. Off my watch list now. That might be a good sign!.
essentialinvestor
25/1/2019
10:23
Cash flow as I understand it, is receiving money you are owed quicker that you pay out money that is owed. Warren Buffett buys insurance companies so the he can invest the float. The snake oil salesman in Wall Street like to value low profit companies such a Amazon by its free cash flow. PE ratio's are old fashioned right now. PE of Amazon, Netflix and others are off the charts. Bitcoin is not alone...up when bought, down when sold. wealth generated = 0
careful
25/1/2019
10:19
are the managers any cop
the_boy_plunger
25/1/2019
10:17
This argument on cash flow v profit. Profit should absolutely be in the ascendance. Opening capital plus profit less dividend ( except for tinkering with intangible values) equals closing capital. You cannot run a business on opening capital, less loss, less dividemd infinitum, you really can't. End game equals nothing.
stewart64
25/1/2019
10:17
Jones, well said. Most investors here have a short term view, when the stock price loses 1% in a day you see all the whiners come in and cry. Let alone a year! When you have a 5, 10 even 20 year horizon the last 2 years will look like a tiny speed bump.
gabsterx
25/1/2019
10:15
'free cash flow 5.4bn eu, pre spectrum?' What is that supposed to mean? if the free cash flow is to be reduced by spectrum, then an estimate should be made. all smoke and mirrors here. after CLLN, the 2008 bank crisis we are used to misleading statements. As for stakeholders, these companies are run for the benefit of those that work for them. We the shareholders, owners, get creamed every time.
careful
25/1/2019
10:14
"dividend will be cut and so it should be at this yield" What does the yield have to do with dividend sustainability? As long as the payout is covered by FCF (which it is) then it will not be cut. Top and bottom lines have to start growing at some point, until then we get paid above market returns to wait.
gabsterx
25/1/2019
10:13
That is an understatement!
macau
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