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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
  -0.52 -0.39% 133.58 133.62 133.66 134.34 132.52 133.28 34,108,644 16:35:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 39,964.5 706.4 -2.8 - 35,845

Vodafone Share Discussion Threads

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DateSubjectAuthorDiscuss
19/1/2021
15:22
come on down baby...I`ve got cash waiting..
sparty1
19/1/2021
11:33
Do analysts rate it as a buy, sell or hold? Regardless of recent performance, the main question for investors is what the future holds. In uncertain economic conditions, it's often difficult to get an accurate view. The good news is that analysts generally understand the market's biggest businesses better than most, so they are well-placed to make predictions. That shows up in their Buy, Hold and Sell recommendations. Among the analysts covering Vodafone, there are currently: 9 Buy recommendations 1 Hold recommendations 0 Sell recommendations spud
spud
19/1/2021
08:48
Increased dividend on the cards for VOD? :Telefonica Deutschland Refines Midterm Guidance, Proposes Increased Dividend Telefonica Deutschland Holding AG on Tuesday refined its midterm guidance and proposed an increased dividend amid a strategy update.The German telecommunications company said it expects cumulated revenue growth of a minimum of 5% over the three-year period from 2020 to 2022 amid its investment for growth program, which it launched a year ago. Operating income before depreciation and amortization, or Oibda, adjusted for exceptional effects and excluding the effect of the coronavirus pandemic is expected to benefit from these revenue streams, the company said.Telefonica Deutschland intends to propose an increased dividend of 0.18 euros ($0.22) per share for the financial year 2020 at its annual general meeting in May.Spud
spud
18/1/2021
11:54
Below from the above post...can somebody tell me why should it have a strong demand from investors when not under VOD umbrella?...but whilst currently under the VOD umbrella...VOD shares don't command a premium...am I missing the plot?... Vodafone aims to capitalise on strong demand from investors for telecoms infrastructure assets, but it has been a tricky separation through the pandemic. Vodafone, Europe’s biggest mobile operator, played no small part in creating that gap. Its previous chief executive, Vittorio Colao, was a firm opponent of selling off what he saw as the family silver.
diku
18/1/2021
11:36
Vivek Badrinath, chief executive of Vantage Towers: 'I won't have Vodafone interfering in my life' Europe’s biggest mobile operator is selling off its masts under a new company called Vantage Towers When Vivek Badrinath was asked to leave Vodafone, on one level he was relieved. After three years jetting around the pre-pandemic world, selling off far-flung parts of the mobile empire as head of its non-European businesses, he was tired. “You spend two nights a week sleeping on a plane,” he recalls. “It’s the kind of job you do for some time and then at some point the music has to stop.” This was autumn 2019 and Vodafone’s chief executive, Nick Read, was asking Badrinath to lead his biggest sale yet on his way out. Saddled with too much debt from expanding its German broadband network, the operator needed to spin off and cash in its portfolio of 80,000 mobile masts across Europe. Badrinath leapt at the chance to lead the new company, now called Vantage Towers. “Nick came to see me in my office and said ‘Vivek I need to talk to you about something’. He told me about the opportunity and to think about it in the morning and by 5pm I was in his office telling him not to waste time thinking about other people for the role.” Little over a year later Vantage is almost ready to make its debut on the Frankfurt stock exchange at an expected valuation of more than €20bn (£17.8bn). Vodafone aims to capitalise on strong demand from investors for telecoms infrastructure assets, but it has been a tricky separation through the pandemic. “This is a startup that’s been born in a few hundred living rooms, home offices and children’s bedrooms,” says Badrinath. “And yet now we are coming to life.” Mobile operators themselves are out of favour with investors due to low growth and tight margins, under pressure from tough competition, tight regulation and the need for continuous investment in new equipment to meet demand for data. However companies who own the masts, or towers, on which that equipment sits are viewed as strong growth prospects with dependable, high-margin income from rent paid by their mobile operator tenants. Only in recent days Telxius, a mobile mast business spun out of the former Spanish state telecoms monopoly Telefonica, has been sold to an American towers specialist for €7.7bn, more than 30 times its trailing income. Last year in the UK the mobile masts arm of Arqiva, which rents access to all four operators, was acquired for £2bn. The buyer, Cellnex, went on to secure a €10bn pan-European takeover of masts owned by CK Hutchison, the owner of Three, including its UK sites. Vodafone’s UK masts, which are shared with rival O2, are to be rolled into Vantage under a deal thrashed out only last week. They will add €62m of annual earnings to take the total pot to €742m. At the same valuation maths as Telxius that would make Badrinath’s new venture worth getting on for €23bn. “The sector is exciting,” says the 51-year-old, who climbed the ranks of France’s former state operator, Orange, then made a detour into the hotel business with Accor, before joining Vodafone in 2016. “There is this big trend towards the commercialisation of towers and Europe is maybe 20 years behind the US.” Vodafone, Europe’s biggest mobile operator, played no small part in creating that gap. Its previous chief executive, Vittorio Colao, was a firm opponent of selling off what he saw as the family silver. Read clearly sees things differently, and Badrinath says the mobile world has changed such that owning and controlling masts is not so much of a competitive advantage. “It was a chief technology officer on the mobile side of Orange in 2004,” he says. “At that point in time the battle was probably still around coverage. “But once the main operators reached 90pc-plus coverage they lost the ability to differentiate just because they own a mast site. Now it is more efficient economically, operationally and for the environment to share the load of heavy duty infrastructure.̶1; Badrinath’s task is to convince more operators across its 10 European territories mobile industry to rent from it. While its relationship with Vodafone, which will remain a majority shareholder, is guaranteed, it needs to deliver growth by increasing the average number of tenants on each of its masts. The figure is currently 
less than 1.5. Vantage is confident the sheer demand for mobile data – he expects an increase of 2.4 times by 2025 – will boost occupancy. Developing 5G networks to cope will require denser patterns of masts, especially in cities, and sharing space will make sense for all. “It’s not just that we’re taking to the bank the number of contracts that we have for the existing networks,” says Badrinath. “There is growth for a number of reasons. There is absolutely no doubt that 5G will entail the need for more network and more capacity. Governments are selling spectrum on the condition that coverage is developed too.” Some mobile operators claim equipment breakthroughs have reduced the need for more masts, but even with its current 86pc revenue dependence on Vodafone, Vantage has more than 7,000 in the works. Badrinath says the question is one of timing, not need. “The need may not be instant,” he says. “Our model expects bigger densification after 2025, but it will come.” Following a court defeat for the European Commission’s competition watchdogs last year, hopes have risen among mobile operators that they may be allowed to consolidate via mergers. Such a wave might reduce the number of potential customers for Vantage over time, but Badrinath insists Vantage’s long, country-by-country Vodafone contracts and existing market structures would shield it. Vantage is not only depending on technological forces to deliver on high expectations for its independent future, anyway. Badrinath has been busy sharpening up its commercial operations, with a new sales staff to forge relationships with new customers. Meanwhile he plans to negotiate harder with the freeholders who it rents from. “What we have learned is we are good at managing masts from a technical point of view. We’ve been doing it for 25 years, so we should get no credit for that really. “Where we are not as good is on the commercial side and an area we can probably do better is landlord management. So I stood up a team and we’ve been hiring hungry commercial people from outside Vodafone. He or she doesn’t quite look like the nerdy, techie who is inside the operations.” For some Vodafone shareholders, the decision to list Vantage in Frankfurt rather than London is a disappointment. It reflects the company’s centre of gravity, however. It will have more than 19,000 German masts compared with a 50pc share in 14,200 in the UK, and most of its technical staff are based there. London stock exchange rules would also prevent a German corporation with less than 50pc of its shares in a free float from obtaining a premium listing, potentially cutting Vantage off from large pools of capital. “Germany was the most logical place to run this company from, that’s very clear,” says Badrinath, who will be overseen by chairman RĂ¼diger Grube, a veteran industrialist who “understands corporate governance and the need to give independence to the company in a very clear way”. “I won’t have Vodafone interfering in my life on operational and commercial decisions,” he adds, aware that potential new customers may be nervous of the link, at least at first. “We took care of that. It’s done, it’s put to bed.” It is perhaps a sign that as Badrinath and Vantage advance, Vodafone may be somewhat diminished.
geckotheglorious
18/1/2021
11:33
Can you copy the article? It is behind a paywall
dual313
18/1/2021
11:03
I doubt Vantage towers will remain Independent for too long. Bound to be at least two infrastructure funds looking over it
geckotheglorious
18/1/2021
10:53
Very good article on Vantage Towers.. https://www.telegraph.co.uk/business/2021/01/17/vivek-badrinath-chief-executive-vantage-towers-wont-have-vodafone/ Apart from a totally unnecessary snidey comment on voda in the final sentence.
muscletrade
17/1/2021
22:57
Sparty has no clue about stocks. Sparty mainly trades AIM .
george_wright
17/1/2021
18:06
BUZZ – European telecom services: Jefferies names winners and losers from COVID unwind 14 Jan 2021 * According to Jefferies improving trends should increase confidence in telco ability to support leverage and dividends as pandemic effects unwind and revert * The brokerage expects sharp recovery of telecom trends in 2021 based on a fundamental improvement into 2021 estimates in each of the main areas of COVID-related forecast risks * It forecasts roaming loss to be lapped/recovered, and adds "more-for-more" pricing has already resumed * The brokerage says it likes companies with a clear return to growth in 2021/22 forecasts, and more valuation upside vs. current sector average * It names Vodafone , Deutsche Telekom and Orange (all "buy") as its preferred plays on COVID unwind * On the other hand, weaker forecast trend recovery, and valuations that do not screen cheap characterise the companies Jefferies dislikes * It is cautious on Telefonica , Proximus , and Swisscom , and cuts both Telefonica and Swisscom to "underperform" from "hold"
nick100
16/1/2021
09:46
Did that Jefferies bloke say sell sell sell when VOD were at 230p in 2018?...and it was going down to 120p in 2020?...
diku
15/1/2021
15:23
come on down baby to 120 again.I'm waiting. Interesting re these telecom companies and what has become of them since initial listings. Way back I got around the world as part of the GIC investor team who were handling big IPO`s like China Tele, Telia (sweden), Deutsche tele, Telefonica, Voda, etc... Exciting times and very good for airmiles..
sparty1
15/1/2021
11:25
* According to Jefferies improving trends should increase confidence in telco ability to support leverage and dividends as pandemic effects unwind and revert * The brokerage expects sharp recovery of telecom trends in 2021 based on a fundamental improvement into 2021 estimates in each of the main areas of COVID-related forecast risks * It forecasts roaming loss to be lapped/recovered, and adds "more-for-more" pricing has already resumed * The brokerage says it likes companies with a clear return to growth in 2021/22 forecasts, and more valuation upside vs. current sector average * It names Vodafone , Deutsche Telekom and Orange (all "buy") as its preferred plays on COVID unwind * On the other hand, weaker forecast trend recovery, and valuations that do not screen cheap characterise the companies Jefferies dislikes * It is cautious on Telefonica , Proximus , and Swisscom , and cuts both Telefonica and Swisscom to "underperform" from "hold"
nick100
15/1/2021
10:59
WTF happened there at 10.10 for that sudden drop
fudge10
14/1/2021
11:47
Vodafone goes up against rivals with new Clear Mobile offering https://www.irishtimes.com/business/technology/vodafone-goes-up-against-rivals-with-new-clear-mobile-offering-1.4457504 New Sim-only service is being sold as a simple proposition with no long-term contracts Vodafone has followed in the footsteps of rivals Eir and Three with the introduction of a stripped-back mobile offering through the Clear Mobile brand. Clear Mobile is a new brand, which Vodafone is keen to stress is a standalone, independent entity with a separate management and operations team. It is launching with a new online, Sim-only offering, which is aimed at a wide demographic of customers looking to forgo bells and whistles in favour of a simple, cheaper proposition with no long-term contracts. The service offers unlimited calls and texts for a flat fee every month. There is also no fair usage policy on data, although speeds are capped at 5 megabits per second. Clear Mobile will cost €12.99 per month. There is also a €12.99 joining fee, although this does not apply to the first 25,000 customers to register for the new service online. As the plan is Sim-only, customers need to have their own unlocked mobile phone to use the service. In addition, customer care is only available via online chat and social media. ‘Pared-back option’ A spokesman for Vodafone described the new service as a “pared back, low-cost option”. “For Vodafone, in the context of Covid-19, it felt like the right time to provide more choice for consumers in this space. Clear Mobile offers an unlimited, online, Sim-only proposition at €12.99. It is a simple, standout product offering – mobile in its purest form. There is a wide demographic of non-Vodafone customers in the market looking for this type of proposition,” he said. Eir shook up a largely stagnant mobile market when it introduced GoMo in October 2019. The service clocked up 200,000 customers in its first eight months, proving particularly popular with younger customers. It originally offered a €10 per month flat fee “for life” plan for the first 100,000 customers, with the price point rising to €13 for other subscribers. spud
spud
14/1/2021
10:10
JEFFERIES RAISES VODAFONE PRICE TARGET TO 170 (159) PENCE - 'BUY'
muscletrade
13/1/2021
09:12
Thanks muscletrade
veryniceperson
13/1/2021
09:03
So while you are slightly out on the Vantage number of Towers you are correct in a comparative value in Dollars which would be $25.7 Billion.
muscletrade
13/1/2021
09:00
@verynice...following the advice on 11/01 Vantage said that towers number will be 82000 after voda add their 50% of cornerstone(uk towers)
muscletrade
13/1/2021
08:55
Vodafone Vantage have got 85,000 towers on Telefonica price of $9 billion Vantage must be worth $25 billion +. Just a quick calculation. Please put me right.
veryniceperson
13/1/2021
07:50
Unfortunately the Telefonica mast sale does not mention the number of masts involved so cannot get value read across for Vantage towers. Anyone any info on mast numbers for TEL
muscletrade
12/1/2021
17:52
Time is right for a sea change for the sector?
ianood
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