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
  -0.20 -0.12% 165.04 164.94 165.04 167.48 162.72 165.44 117,331,907 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 37,637.9 -2,252.3 -25.0 - 44,091

Vodafone Share Discussion Threads

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DateSubjectAuthorDiscuss
10/9/2019
10:23
TPG, Vodafone merger would snuff out competition in Australia, ACCC tells court Vodafone says it would be ‘commercially crazy’ for TPG to create a fourth network Ben Butler Tue 10 Sep 2019 08.37 BST First published on Tue 10 Sep 2019 06.51 BST TPG and Vodafone are challenging an ACCC decision opposing their merger. Allowing a $15bn merger between telecommunications companies TPG and Vodafone would snuff out the prospect of a new mobile network to challenge the industry’s dominant players, Telstra and Optus, the competition regulator has told a court. Appearing before the federal court on Tuesday, counsel for the Australian Competition and Consumer Commission, Michael Hodge QC, said it was “entirely commercially realistic” to say that TPG would resume previous plans to roll out a network if the merger was stopped. But counsel for TPG, Ruth Higgins SC, said TPG’s plans were effectively killed off by federal government “security guidance” provided in August last year that advised against using equipment from the Chinese supplier Huawei to create 5G networks. Vodafone and TPG are challenging an ACCC decision opposing their merger in a case that has excited more attention than usual because it has forced TPG’s reclusive billionaire managing director, David Teoh, to make an extremely unusual public appearance. The ACCC has also boosted the profile of the hearings by hiring Hodge, one of the counsels assisting at the Hayne banking royal commission, to represent it. If the merger is kiboshed it was likely TPG would create its own network to compete with the existing ones run by Telstra, Optus and Vodafone, the regulator has said. Higgins told the court the government “ban” on Huawei put a stop to TPG’s plans to create a new mobile network, even though it had previously tried to do so in 2017 after purchasing a chunk of radio spectrum. “By mid-January 2019 it was clear the Huawei ban effectively blocked TPG’s pathway to upgrading its network to 5G,” she said. She said TPG’s board resolved that “it did not make sense for TPG to spend shareholder funds rolling out a network that could not be upgraded to 5G”. Counsel for Vodafone, Peter Brereton SC, said it would be “commercially crazy” for TPG to create a fourth network now. “There are better options for TPG to use the assets that they have, and your honour will have the TPG senior decision-makers along to tell you why they wouldn’t do it,” he said. Hodge said TPG would go back to its previous plan: to roll out a network using the current generation 4G technology and then upgrade it to 5G. He said there was no roadblock to TPG doing this. “When you go back and look at the objective facts it is difficult to understand how that could be put up in front of your honour,” he said. The hearing continues. spud
spud
10/9/2019
07:16
This morning. Credir Suisse issue broker note and REITERATE their OUTPERFORM recommendation on Voda with an unchanged PRICE TARGET of 190p ALL IMO. DYOR. QP
quepassa
09/9/2019
14:41
Why I think the Vodafone share price could be set for a rebound Alan Oscroft | Monday, 9th September, 2019 | More on: VOD Vodafone (LSE: VOD) shares have recovered 25% since June, so am I speculating on something that’s already happened by suggesting we’re in for a rebound? Well, we have plenty of short-term spikes in shares, and many of them fail to stick. The bigger question is over Vodafone’s chances of regaining the share price levels it was at two years ago, before the long slide set in. I think it could take a while yet for the price to break 200p again, but recent developments make me think the upwards move could be poised to continue. Slash The shares had been looking very poorly after the telecoms giant finally slashed its dividend in May by 40%, after years of paying out huge amounts of cash that were nowhere near covered by earnings. I’ve always maintained that an over-generous dividend policy while there’s huge debt on the books is folly — it’s effectively borrowing money to hand to shareholders. And while those who were firmly attached to their unsustainable 6%+ yields were somewhat miffed, I was pleased to see an inkling of common sense creeping back. Sell Then in July, at the same time that a trading update provided hints of improving market conditions, Vodafone revealed plans to spin off its mobile tower operations into a separate new business. Provisionally dubbed ‘TowerCo’;, the demerged entity would control Europe’s largest tower portfolio (61,700 of the things across 10 markets) with an estimated EBITDA of around €900m. It might even result in a separate flotation, but we’ll have to see how that develops. The market responded enthusiastically, triggering a share price uplift that has since continued. I see it as a good move too, as it’s starting to address my other key uncertainty over Vodafone. To me, the business has looked like a jumbled mess of individual country-specific operations and I haven’t been able to uncover much in the way of an overall joined-up strategy. This could be an important step. Smile In recent years I’ve seen the Vodafone share price as being largely led by sentiment, following on from a time when the industry was awash with takeover rumours and shares were just too highly valued. The subsequent slide has taken care of a lot of that, and investors are starting to regain some of their past enthusiasm. I’ve taken a look at the most popular shares in August, and I covered a few you’ll know well if you read these pages. But one I didn’t mention was Vodafone. While much of the DIY investment activity was focused on safety (like buying gold), the most bought share in the month was Vodafone (with National Grid in second place, ahead of Lloyds Banking Group). Buy? The shares are still on a toppy valuation for the current year with a forward P/E of 22, but big earnings growth forecasts are on the cards and that multiple would drop to 17 by 2020. And, by then, even the pared down dividend would be back up to a predicted 5.3% yield. That’s looking like a sustainable valuation to me, and I think Vodafone could be finally heading out of the woods. spud
spud
09/9/2019
10:04
Failure being the favourite at 153...
sentimentrules
09/9/2019
10:04
This 153 retest today? Soon anyway.. Then all cards on the table.. To call massive rally or failure
sentimentrules
09/9/2019
08:44
165 doesn't seem very ambitious Montyhedge
estienne
09/9/2019
07:05
165p a given.
montyhedge
08/9/2019
21:20
Https://www.arabianbusiness.com/technology/427438-vodafone-to-enter-omani-market-as-sultanates-third-mobile-operator
knowing
08/9/2019
21:07
To protect them from marauders ... ... People cry out for Kings ... ... Then .. once a King has been anointed.. They Cry out again ... because the King requires taxes, tribute and their sons, for his armies.. thus .. the population .. become slaves.... To free themselves from Slavery .. they Rebel against the king .. that they desired.. Thus .. they become Criminals .. Trapped, Caught & condemned .. .. by their own device.. k mon..
k mon
07/9/2019
20:56
Wrong about most filtering you? No ive looked at your past posts.... I think anyone that has..knows what most have done..probably the most filtered person on Advfen Even more than me looool
sentimentrules
07/9/2019
20:36
You see wrong.....again.Good at that eh
1oughton
07/9/2019
19:52
Most i see have filtered you. Notice i never do? My bb friend
sentimentrules
07/9/2019
19:50
Hi 1braincell At least I've got you... every post, every day.. Hahaha
sentimentrules
07/9/2019
19:22
All day at weekends posting too for SR No friends, no family and no future Oh dear
1oughton
07/9/2019
18:59
I'm asking btw in general curiosity. I've looked at many valuation methods and none cut the mustard when it came to lining up with city money. So, genuinely good to hear a decent method for a change
sentimentrules
07/9/2019
18:57
Not overvalued at the time of 500p according to standard dcf calcs What elements had you in there to have it at 300-350p that time?
sentimentrules
07/9/2019
18:52
No I didn’t buy BT as DCF hasn’t moved much. I’ve always modelled it at 300-350 odd. So at 500p was v overvalued.
andycapp1
07/9/2019
18:12
The DCF on BT is north of 320p so at 167 it’s fine. No idea on CNA. Haven’t looked. So BT is cheap although pension scheme is a drain and debt is bit too high probably. Thus equity is geared a fair bit. But they have levers. So just started buying BT at 166. I like Glaxo where I think it could be north of £30 in a few years. Quite like UK waters too dragged down by the Corbyn loon and premia to RAB; so they look ok. Lots of other stuff out there and UK overall is v cheap.
andycapp1
07/9/2019
17:15
Sure, there is no fool-proof method But I guess that's why the most successful funds are the ones best with risk management, more than anything Woodford should have hired one loool
sentimentrules
07/9/2019
16:38
Oil banks and miners.. are pretty easy. No idea in valuation terms. But in entry and exit decisions there is little difference between the UK 38 sectors. Valuations in utilities and comms etc.. Well it still goes back to tbe old arguement. What was DCF on Bt when 500p in 2016? 167 now. Yes could argue things came to light since 500p. But DCF didn't save it right? CNA 400 to 67p in six years. Again what was dcf at 400p? .... So lets assume this.. BT had a 10% discount according to books at 500p. CNA had a 22% discount at 400p..so some investor bought both.. . Is DCF now way below their entry points? Or still above?
sentimentrules
07/9/2019
15:59
I think it very unlikely that a stock with a DCF of 240 will stay mired for so long at 130-140. Discounts like that are rare and not sustainable as the role of management is to manage the business so that there is little gap between intrinsic value and mkt value. If it persists then they will take action, as Vods has, to make the value more tangible so it closes. A catalyst! But with Lloyds, Barcs et al I have no idea of value, no one really has. Ditto Shell, other oilies, to some extent miners; no idea too many factors at play. So I look at easier stuff like Glaxo, smiths ind, Vods, latterly BT, the utilities. They are easier. Stobarts is my biggest position. It’s easy it owns an airport which can grow a lot and a renewable pellet/supply business with long term contracts. All easier than oil and banks and miners.
andycapp1
07/9/2019
14:19
Here is the main problem with any method. Yours, mine..all Markets can find new price ranges that last year's. That's the main risk right? When that is happening say, 20-80% below your input. This say, finds 80-100p and just stays there a decade. That's the one you dont want to be caught in. As at that price, no assurance yield stays either. So from my point of view short.. I see 165p as a price where this could easily happen.. .risk to the shorter..exit. Could go for years above my input. Get out fixed percentage SP/monetary Is their a price where you see the above as increased risk for the bull? And cut out at a reasonable time
sentimentrules
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