Vodafone Share Discussion Threads

[diku] 17/12/2024 18:53

You mean punters who bought around 399p...yes 399p just for the divi and their capital eroded over the years including the capital restructure value return to shareholders of Verizon sale...has anybody actually worked out how much better off or worse off in terms financially including inflation...or probably lost count and gave up...

[careful] 17/12/2024 14:56

Vodafone were the future at the turn of the century.
It was valued at over £100 bn and owned a significant chunk of Verizon in the USA.

They bought Mannesman of Germany for £30bn in an all share deal if I remember correctly.
Here we are today valued at £18bn.

After years of dividends it is not quite at bad as it seems but not a good story.

[diku] 17/12/2024 14:47

All interlinked on the down move...but disconnected on the up move...

[spawny100] 17/12/2024 14:28

Yep but when the US market eventually plummets so will the FTSE. I'm around 50% in cash now.

[careful] 17/12/2024 14:19

No money going into the UK market.
Opposite in America.

Crazy ETF driven, well overvalued.
So much liquidity caused by eye watering $36 trillion of government debt.

Buffett has $300bn in cash.

He said recently that when investors are still buying when total value of US market is well ahead of annual GPD they are playing with fire.

[diku] 17/12/2024 12:04

Talking of Warren Buffet...comparing Berkshire Hathaway shares with VOD is like comparing an Elephant with Mice...below from late August...





Berkshire Hathaway reached a major milestone on Wednesday, as its market capitalisation climbed above $1 trillion (£760 billion). That puts Warren Buffett's investment conglomerate in rare company, joining just six other US firms that have crossed that threshold, including Apple (AAPL), Nvidia (NVDA), and Microsoft (MSFT).

[careful] 17/12/2024 11:35

gilt markets being hammered today, fears of higher interest rates.
It was not just Truss, we are vulnerable in the gilt markets.

This could crush the FTSE100, our economy cannot afford high inflation from a bloated public sector skiving from home and high debt and interest rates.

UK plc is in trouble, get ready for some bargains.

Toped up with VOD today.

[careful] 17/12/2024 11:28

Warren Buffett has a system of working out when he thinks it is wise to buy back his own stock.
He calculates the fundamental value then buys.

As always he ignores the stupid irrational market.

VOD at 30p or a market cap of £8bn would require some sort of catastrophe.
Without that , the company should fill its boots with its own share.

Borrow £5bn and half the shares, opportunity of a lifetime.

[diku] 17/12/2024 10:56

Buybacks is good sometimes at low prices???...let me get this straight...so they buying now and what if the share price drifts to say 40p or 30p or lower?...VOD has been buying well above current prices and share price has been drifting lower...lost the plot...so when and what price is the end game?...




Theory of buy backs is good sometimes at low prices.

[careful] 17/12/2024 10:43

turnover 45bn
market cap 17.6bn.

so much cash going though vod.
You would think they could buy back 50% of the shares over time.
Forget the divi, buy back shares at this price.

Would look good.
Turnover 45bn market cap 9bn.
crazy, a sort of Bitcoin in reverse.

'one day Rodney we shall be millionaires'.

[careful] 17/12/2024 10:34

cost of capital is less than cost of equity.
Theory of buy backs is good sometimes at low prices.

[diku] 17/12/2024 09:54

Easy to bolster the figures whilst head scratching for ideas...

[barnes4] 17/12/2024 09:52

What is the point of the buy backs?

[dplewis1] 16/12/2024 13:56

This appears to be rather unwell.. even with them buying 15m shares a day

[diku] 16/12/2024 09:50

Because the Telcos shot themselves in the foot...freebies galore...

[1carus] 16/12/2024 09:42

Hopefully during the delay in getting the merger approved the guys in the backroom have been paddling away furiously. There should be low hanging fruit across both companies that can be realised in short time that will return substantial savings across the combined company. If Turbo Tufan can do so much with Rolls within such a short time frame, I am hoping that there may be a similar story to be had here. Additionally, the infrastructure companies all need to leverage the large players on the internet, they are the biggest users, most comms companies are in debt, which means that the companies totally dependant on the infrastructure are not paying anywhere near enough for the services.

[justiceforthemany] 12/12/2024 10:57

Vodafone has the LEAST debt of all the telcos, by far. Stop peddling fake news! Do the math.

[nilla159] 12/12/2024 10:47

Companies with NO or little Debt are valued more highly than those companies that are strangled by too much Debt.Who would have thought that.

[dplewis1] 12/12/2024 10:42

Debt/ebitda is targeted at 2.25-2.75 .. they are operating at the lower end of that. Deutsche Tel is much higher..

[stoopid] 12/12/2024 09:46

The way the chart looks over the past 12 months, VOD is going nowhere fast.Seems like it has consolidated around this 68 - 75 range and all the buybacks have been wasted money and only just propped up the share price at current levels.Net Debt is still too high despite most of it being long term.

[diku] 12/12/2024 08:36

justice...post 4010 & 4011...please don't get me wrong...me too long term suffering shareholder just like many others here...VOD was good value say 130p or 120p or 110p or 100...should I go on?...what sort of returns are shareholders getting if they bought around those prices...negative...how many brokers had buy ratings all the way from say 180p?...yes US markets are skewed and distorted by the mag 7 herd mentality...Apple is closer to near $4 trillion market cap...as for Telcos they are giving away too many freebies...all you can texts, minutes, data for a token monthly price...social media companies have capitalized on this format...somebody has to pay for the upkeep service, maintenance and upgrades of infrastructure...




Of course the UK market is insane...

diku Tesla trades at 100x next year's earnings!
Costco and Netflix 50x P/E

[justiceforthemany] 11/12/2024 16:50

Kantar estimates the Vodafone brand alone is worth almost the entire current market cap!
Morningstar fair value ~ 130p, others/sum of parts ~ 140p.
Of course the UK market is insane...£17-18Bn market cap must be very tempting for a predator, as is a slimmed down Vodafone with debt almost half what it was last year.