Vodafone Share Discussion Threads

[anony mous] 21/3/2024 20:15

Too kind.Can you please send me the swear version so i can send Vodaphone.Lol

[davius] 21/3/2024 19:47

I think that's a bit pointless. If I were to ask what I want to ask, I don't think they'd reply. My email would read something like this, only with swearing...


Dear Stellar Fail,

Why has my investment in Vodafone turned into such a total dog?

Since you became CEO the shares have dropped by 28.9%, do you have any explanation for this?

The FTSE 100 is only three percent or so below an all time high, yet Vodafone shares are close to a twenty year low. Is this your definition of delivering shareholder value?

Given the dire return to your shareholding owners, you deemed yourself worthy of an award of £6.25m in performance shares, does that seem reasonable?

Will you be able to demonstrate that the board are more than a bunch of fat cats with snouts in the trough out for all they can get?

Regards,

A disgruntled investor who wishes he'd dumped this junk the day you were appointed.

[justiceforthemany] 21/3/2024 17:07

Instead of voicing your frustrations on here have people contacted the CEO and Investor Relations?

[stoopid] 21/3/2024 16:33

The FTSE is up 2% and this crock collapses at the end of the day again when the US opens.What is going on?

[1viky] 21/3/2024 13:26

When is Spain sale closing ? The buyback of 2 billion sh start after the sale closes, I assume soon. Thanks

[diku] 20/3/2024 21:58

Possibility money comes out of magnificent 7 mega techs and into value shares the laggards...

[1viky] 20/3/2024 21:50

When is Spain expected to close and buybacks of 2 billion euros to commence? Is it May? When the annual results announced? Thanks

[isis] 20/3/2024 21:09

Well I wonder what will happen if the US takes a big dive soon? Pandemonium!!

[isis] 20/3/2024 20:10

US hitting alltime highs again whilst we're stuck in a never ending Doom Loop!

[isis] 20/3/2024 20:08

UK but given the scant regard to investors, companies and shareholders these past two decades or more this Country does not deserve successful Businesses.
Over Regulated, Over Taxed and then when they do make a good profit they're windfall taxed whilst fighting off spurious Class Actions!

[diku] 20/3/2024 20:01

Is VOD a British company or US company or EU company?...

[isis] 20/3/2024 19:58

Given the UK only makes up about 15-20% of their Revenue they could theoretically dump the UK listing.

[time 2 retire] 20/3/2024 19:48

VOD stateside having a good finish.

[isis] 20/3/2024 17:48

It's probably a big sign that there isn't gonna be a Takeover. If the FD bought a load just before a takeover he'd be hauled up! lol

[1viky] 20/3/2024 17:10

Maybe he bought share as he knows something like a takeover is coming up. Also, I thought they were to announce capital issues like buybacks and dividend in May. They did it quite earlier. Maybe cleaning up for a take over.

[keyno] 20/3/2024 16:15

UK is unloved. Everybody knows that. Even MP's own pension funds don't invest in UK. Just some poor PI's, desperately averaging down, down, down.......

[luckymouse] 20/3/2024 16:09

HoHo - shorts doing their best to keep it from lifting

[xcap1] 20/3/2024 15:57

Thanks thunders , very interesting reading

[thunders] 20/3/2024 15:50

No disclosed of short sellers over 0.5% of issued share capital
If fundamentals were deteriorating to an extent that it leaves equity value exposed, hedge funds would be over Vodafone like a rash. But you have to go back to 2022 to find any. Marshall Wace, which I tend to regard as a benchmark for well-judged short-selling, went below 0.5% exposure in autumn 2021. Who knows if it is still short?

BT, by comparison, has nearly 2.6% of its share capital out on loan, with AKO Capital having edged over 0.9% on 7 March, while the Canada Pension Plan Investment Board stayed flat at 0.5% and BlackRock, also Kintbury Capital, trimmed theirs slightly below 0.6%. Those are still substantial shorts for a £10 billion company and, as of last September, none were disclosed. To an extent they will be taking a view on telecoms besides BT specifically.

A candidate to average into
For me, the sheer scale of this director buying – and it being the CFO – tilts me towards a sense that the shares have fallen to a level where risk/reward has become attractive. Sentiment is too dire versus Vodafone’s underlying dynamic.

Obviously, most of us do not have the income base of senior telecoms bosses should things not turn out as hoped. But this trade looks an indicator to consider averaging in. Buy.

Edmond Jackson is a freelance contributor and not a direct employee of interactive investor.

[xcap1] 20/3/2024 15:49

Oh I didn't know , yes you are right!! I just checked yahoo finance and it confirm no short selling , my apologies should have done my homework In which case the reversal trend looks even better !

[thunders] 20/3/2024 15:46

There was report that no one is shorting VOD. So shorting is not there. It is going only in one direction after Director buys.

[xcap1] 20/3/2024 15:35

Just my opinion but those shorting from Monday being badly burnt

[xcap1] 20/3/2024 15:04

Looks like shorts closing, let's hope this is a trend reversal

[wllmherk] 20/3/2024 13:10

Welcome aboard lab305, read your regular posts on the DEC thread, hope you have better luck here. This should be a good recovery play.

wllm :)

[lab305] 20/3/2024 11:15

Just bought in here on both fronts as I signed up for my mobile last night. Would never have signed up to Vodafone as always too expensive but things have changed and a company contactable by phone with a real person as well. I reason if my experience is typical then they will definitely increase their market share . 125k shares bought this morning and will buy more if it falls further.