Vodafone Share Discussion Threads

[action] 04/4/2024 08:39

Not much reaction

[diku] 03/4/2024 19:11

SMA200 coming up...

[diku] 02/4/2024 21:53

Do telcos get any subsidies from all the apps users download on their mobiles?...

[isis] 02/4/2024 14:19

They're nearly all hiking by the same except some of the White Label Brands, but they don't have any CAPEX.

[r9505571] 02/4/2024 13:40

The monthly cost of your plan will go up from your April 2024 bill. Any device loan repayments will not be affected. As set out in the terms of your agreement with us, we've based this increase on the Consumer Price Index (CPI) rate of 4% (published in January 2024) to support the rise in our running costs and keep up with increased demand, plus an additional 3.9% to help support the continued investment in our network as we expand coverage.

[barnes4] 02/4/2024 11:40

Think you spoke too soon

Going Red

[netcurtains] 02/4/2024 10:20

so telecoms seem to be in vogue...
Much of the FTSE rise this morning looks pretty weak but BT and VOD rises look real and more long lasting... Touchwood...

[warrenbuffet73] 31/3/2024 11:40

I thought we had to wait 6 months for green light?

[action] 29/3/2024 12:43

Dou you have any target if next week merger gets green light or red light ie both ways. I am positive but proved wrong as I thought 80p is bottom.

[philanderer] 28/3/2024 15:59

70p+

....go on you S.O.B ;-)

[philanderer] 28/3/2024 11:38

Nice buy.

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Berenberg: Changing Vodafone is a different investment case


Vodafone (VOD) is a different investment case to a year ago but there are still operational risks, says Berenberg.

Analyst Carl Murdock-Smith retained his ‘hold’ recommendation and increased the target price from 75p to 78p on the Citywire Elite Companies AAA-rated telecoms giant, which climbed 1.1% to 69.4p yesterday. The shares have shed half their value over the past five years.

Murdock-Smith said chief executive Margherita Della Valle gave a ‘frank assessment of Vodafone’s “need to change”’ at last year’s annual results, ‘and changed it has’.

‘With completion of the sale of its Spanish operations imminent, the UK merger approval process well underway, and the planned Italian disposal announced earlier this month, Vodafone now has a different investment case to that of a year ago,’ he said.

However, Murdock-Smith noted that ‘operational risks are significant in the coming quarters, such as German cable TV unbundling and managing any possible dyssynergies from the smaller ongoing footprint, while foreign exchange risk remains high, mostly in relation to Turkey and Egypt’.



citywire.com

[hardupfedup] 28/3/2024 11:37

makes u wonder whats going on in the background - apart from the known -- chart looking good -- significant purchases now from 2 directors...

[isis] 28/3/2024 09:05

Another big Director Purchase 860k

[philanderer] 27/3/2024 15:40

Fingers crossed guys :-)

[wendsworth] 27/3/2024 15:36

philanderer : No!

icarus: It is a reversal! As The Walrus said . 'the time has come ......'!!

[1carus] 27/3/2024 15:09

Not this time Philanderer. It is like Ghost Busters... gonna be a big bang when all those MA lines cross at exactly the same point. The last time they all got pretty close it was pretty catastrophic... this time I hope it is a reversal.

[philanderer] 27/3/2024 14:39

Everyone getting ready to sell at 70p as usual ;-)

[action] 27/3/2024 10:02

Will be selling in every rally above 76p if it ever gets there. Otherwise happy to collect divi.

[stoopid] 26/3/2024 16:10

Just a quick question to the more knowledgeable on here. The Italy deal for 8bln euro, that's Vodafone Italy lock stock and barrel to Swisscom. Does that include any debt held? Will any debt held by VOD Italy go straight to reduce the headline net debt figure when the sale goes through??Did VOD Italy hold any of the debt?

[netcurtains] 25/3/2024 17:00

the key point to look at in the above chart is the 76 months of outflows out of the last 91 months since March 2016...
Did anything major take place in 2016??

[netcurtains] 25/3/2024 16:56

you might be interested in this chart