elon wants vod imo |
Group needs 35 billion for 3G merger ! It will hit sp |
HSBC cuts target price to 75p from 77p |
VODA divi yield 6.1% for next year. Very soon 10% as old time depending if price goes down further or profit increase and distribution as well. Take your pick. |
Vodafone is a dog and always will be from now on. Sucking in the sukers. Worth nothing, no shareholder value ever. Wake up to the largest liquid share on the market taking everyone for a ride. Like most of the UK stockmarket going no where. |
What will be the ratio of merger please.and If merger is taking place why do buy backs..might as well do the special dividend which will see share price of 90p++++. |
Thought VOD was long term project...see what happened...and as for the merger is just another mark2 that will swallow more money...VOD can fall 5p and stay down 5p all day...but never rises by 5p and close up 5p ... |
The performance of Merge will be key.
A long term project, all to play for.
The market is obviously pessimistic about the long term prospects of Vod and Merge.
Todays update was quite good apart from Germany.
5-10 Years best case could be a multi bagger. |
Over 40bn turnover and a merger to come.
todays market cap of about 16bn is very low.
simplistic but there must be an opportunity here with so much cash flowing through this business.
A big complex company spread out over many countries.
The opportunities must lay in the sheer complexity of the operation.
Shave 5% off operations costs and we are off to the races.
VOD seems to be the telecom equivalent of the NHS.
So much to go at.
One day a saviour will emerge.
Look at RR.
Dogged by lack of financial discipline for years.
Covid forced them to get lean and mean.
They were a break even business for years.
Now the market cap is more than double the turnover.
A lean and mean operation. |
Black horse might actually be right here for a change :D |
IG itself... |
down more than 7% atm
it is still in the top 10 long trades of the most successful IG spreadbetters
gbp/usd is also in the top 10 longs
does anyone make money on IG?? |
Will be getting on for 350m shares traded today .. some bargain hunters in there |
Brokers will be sharpening pencils for lower price targets... |
Troughing... |
But the question is what are the Independent Executives doing?... |
I hope you are right just took a few
Good luck |
Yes, I remember Nokia and all the rest...VOD has been a dog for best part of 20yrs. It's at the point where I wouldn't invest more, at any price.It's a POS but certainly an interesting case study for anyone new to investing. You could learn a lot of lessons from this... |
That's not correct -- hTTps://www.investegate.co.uk/announcement/rns/vodafone-group--vod/transaction-in-own-shares/8567474 |
Apparently they haven't cancelled any shares, all being held in treasury. |
Remember Nokia? |
Ban buybacks across the board and see how many CEO perform with fresh ideas...all the asset disposals is the easy part... |
 this is a nice summary of the implications from an investor's point of view. at this point, the market does not seem to be convinced of any benefit to the company
From an investor's perspective, the implications are nuanced:
1. Market Perception: Investors may view share buybacks as a positive sign that the company believes its stock is undervalued. This can lead to a short-term increase in stock price. (obviously wrong)
2. Potential for Manipulation: Some investors are wary of share buybacks as they can be used to manipulate EPS and other financial metrics, potentially masking underlying issues. (entirely suspect they are making the company look better than it is)
3. Voting Power Concentration: As treasury shares do not vote, the repurchase of shares can concentrate voting power among fewer shareholders, which can be a concern for minority investors. (that is me, i am concerned)
4. Opportunity Cost: The funds used for share repurchases could have been used for other value-creating opportunities, such as investments in research and development or capital expenditures. (or giving me a bigger dividend to invest in a different company that is actually going somewhere)
reducing the cost of share reward programs just does not cut it for me, no rewards should be offered based on any metric, they will only decide how best to fill the trough to shove their snouts in. i can't imagine they would want to hold for a future takeover, they have bought terrible stuff they are wanting to sell. so the only remaining benefit is to protect the company from a takeover. but who would want to buy this? so from my perspective, just cancel the bloody shares and give me confidence that i know what they are doing with the cash |
In answer to the question in the times "has Vodafone's ceo pulled off the long-for turnaround?" I think the market has judged emphatically "no". At least the new buyback will prevent it falling into the abyss |
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