Vodafone Group Live Discussion

Live Discuss Polls Ratings Documents
Page

ValueSeeker8 26 Jul 2019

Vodafone set for EU go-ahead on Liberty Global deal Hi @PrefInvestor1, it seems to me like a classic full 5-point Elliot Wave has just formed on the 5-min VOD candlestick chart: image.png593x651 41.2 KB With point 1 occurred at 08:10, point 2 at 09:15, point 3 at 10:30 followed immediately by point 4 at 10:35 and final point 5 forming as I type, or may be at some later candle! Is it going to be followed by the classic 3-point Elliot Wave? I wonder! Anyway I wish you all the best too whatever you do. Best Regards @ValueSeeker8

skiking37 26 Jul 2019

Trading update for the quarter ended 30 June 2019 I’m down a huge amount with VOD and I’ve been planning a way to recoup some of my paper losses. I’ve noticed over the last few weeks (or months) that the SP has a peak of 132-134 and then drops to 126 again. With that in mind I was planning to sell in the 132-134 range and hope for the drop and buy back in again to lower my average price. It hit the 132 yesterday but I thought I’d see what happens this morning (forgot about the trading update!!!). When I looked at the SP I nearly spat my tea out. The fist pump in the office didn’t go down too well. As I type, currently up just short of 10%. So glad I didn’t sell unlike with Lloyds when that hit my ‘sell’ limit.

PrefInvestor1 26 Jul 2019

Vodafone set for EU go-ahead on Liberty Global deal Yes wow 9%+move now !. I saw somewhere that they reckoned that it was the plan to sell their 61,000 odd towers that had driven the price hike ?. With such a major move TBH Id expect it to fall back a bit, but we’ll see. Single stock investing does occasionally provide these one day pleasures. Though holders of MARS experienced exactly the reverse effect just the other day !. On balance I’m happy to give up the swings for the advantages of not getting the roundabouts !!!. Yes automatic dividend re-investment, some people DO do that dont they. Always seemed crazy to me as often the buy goes through at a bad time pricewise, as many LLOY investors have seen before to their cost. But Ill keep an eye on the SP on the payment date to see what happens. I have seen the effect be quite noticeable before on HSBA shares. ATB Pref

ValueSeeker8 26 Jul 2019

Vodafone set for EU go-ahead on Liberty Global deal PrefInvestor1: I see that there is 4.x% short interest ATM Thanks to all those 4.x% (~£1.4 Bn?) shorters, as they should add value to the SP as their losses mount! Hope that they are being severely burnt! I am expecting (hoping?) the rise to continue until well after dividend payday (2nd Aug) as many VOD LTHs instruct their brokers to re-invest the dividend. Thanks @PrefInvestor1 for your Congrats! Best Regards @ValueSeeker8

PrefInvestor1 26 Jul 2019

Vodafone set for EU go-ahead on Liberty Global deal Hi @valueseeeker8 + @jackdawson, Congrats on todays big move up, trading update didnt look anything special but no red flag I guess and Liberty deal finally coming through ?. As usual I am just watching from the sidelines !. ATB Pref

jackdawsson 26 Jul 2019

Trading update for the quarter ended 30 June 2019 Hi @ValueSeeker8 Fortunately, a bullish early response! SP over 142 already. Holding onto my shares seems vindicated, for now. There may be profit taking later, but for now I’d settle for any finish above 135/136 by end of day. Steady progress that’s also consolidated is better than the usual up & down roller-coaster. - Regards.

ValueSeeker8 26 Jul 2019

Trading update for the quarter ended 30 June 2019 Vodafone to create European mobile mast company with potential for IPO image.jpg800x519 113 KB LONDON (Reuters) - Vodafone (L:VOD) said on Friday it would separate its mobile mast infrastructure in 10 European markets into a new organisation that it potentially could list, in a move it said would unlock value for shareholders. The world’s second largest mobile operator announced the spin off along with a first-quarter trading update on Friday that saw group service revenue decline by a better-than-expected 0.2%. It said a gradual recovery in its previously weak top line would continue. Best Regards @ValueSeeker8

ValueSeeker8 26 Jul 2019

Trading update for the quarter ended 30 June 2019 RNS - Trading update for the quarter ended 30 June 2019 Nick Read, Group Chief Executive, commented: "Our service revenue growth improved during the first quarter, led by Italy, and mobile churn fell to another record low. Following a significant quarter of commercial activity, we expect the gradual recovery in our service revenues to continue, underpinning our financial outlook for the year. With the completion of the Liberty Global acquisitions, Vodafone will become Europe’s leading converged operator, with growing fixed and converged services contributing around half of our European service revenues. We have developed a detailed plan to deliver the customer benefits and capture the substantial synergies from the deal, which we will start to execute immediately. We also have made good progress on improving the utilisation of our assets. We will capture industrial efficiencies through network sharing agreements signed in multiple markets, and today we are announcing the decision to create Europe’s largest tower company. We believe there is a substantial opportunity to unlock the embedded value of our towers, and we have started preparations for a range of monetisation options over the next 18 months, including a potential IPO." Best Regards @ValueSeeker8

jackdawsson 25 Jul 2019

Buy 198.32 (shares) jackdawsson: I’ll keep my VOD positions under frequent review. Next key recent resistance level is 134+. In case of any uncertainty, VOD’s trading update tomorrow. As we know, these events can move SP substantially in either direction. Anyone’s guess really, not that I’ll bother. [link] Since my last comment on VOD, I’d decided to hold on to my 175+ & 198+ share buys as posted here as, firstly, we’ve seen some slightly more encouraging price action recently. SP closed 132 today, again not far below resistance levels. For a while now we’ve seen a major tussle between buyers & sellers, with resistance at 134 very briefly broken, but not consolidated. This gives us some hope at least of a breakout soon. Otherwise, I’ve also considered that a lot of negative may well be priced in around these levels, so it may not take a lot of positives to move this higher. I could of course be wrong. - GLA.

ValueSeeker8 24 Jul 2019

Vodafone and o2 finalise 5g network agreement in the uk RNS - VODAFONE AND O2 FINALISE 5G NETWORK AGREEMENT IN THE UK . Agreement reached to speed up 5G roll-out with new site sharing across the UK. · Each party have also agreed to greater 5G autonomy for 2,700 sites in larger cities. · Proceeding to explore potential monetisation options for the parties’ 50:50 jointly owned passive tower infrastructure. Best Regards @ValueSeeker8

mememe 21 Jul 2019

Slight surprise that no comments on price collapse here? @J_Westlock, it’s called the Consolidated Tax Certificate and when I spoke to HMRC I was told every investment provider must provide one annually. I’m not sure if ‘must’ means compulsory. HMRC asked once about foreign dividends I provided the summary sheets that kept them happy. I’ve never not received one they all usually come out in May though still waiting for IG. IG also provides a dropdown option for nett dividends but that’s in the currency of the stock. It’s only the CTC that shows the dividends and tax paid in GBP. Perhaps what Saxo provides is acceptable to HMRC if they ever ask. [link] Please can you remove the name of the broker I mentioned - you copied a sentence from my previous post to reply to me (19hrs ago). You never know who’s looking. I’m still negotiating but doing better than Brexit!!( I’m an ardent Remoaner)

J_Westlock 21 Jul 2019

Slight surprise that no comments on price collapse here? mememe: Charles Stanley is one that looks good too -I’ll keep that as a backup for now. One thing I don’t like about CS… you can’t place GTC or date limited orders. Never had a problem service related with them though. mememe: Did you ask Saxo about the end of year Tax Certificate and Cost & Charges report which they are obliged to send? I think I answered this one done time back but I asked them about 4 years back… and they didn’t have anything specific then but they simply said they provided all the information necessary for a client to be able to complete a tax return. Are you saying there’s a specific style report that UK regulation insists all brokers make available?

mememe 21 Jul 2019

Slight surprise that no comments on price collapse here? @J_Westlock, thanks very much for your detailed reply. I’ll give iWeb a try for the ISAs just a bit concerned about the way they manage limit orders, the SIPP will go to iii (cashback offer too) but mainly happy with my current ISA with them. Also neither have exit charges although no intention of moving if I’m satisfied. For the Sharedealing account I’ll try ShareCentre as able to speak directly to corporate actions and other backing teams but will find out more tomorrow. Only thing they don’t do non-UK shares. Good reviews on various sites. Higher charges but if the service is good I’ll be happy. I’m keen on Saxo but I’ve quite a few shares in this account which could mean a number of corporate actions. If I have the same problems as with the current provider it’s not going to work. Did you ask Saxo about the end of year Tax Certificate and Cost & Charges report which they are obliged to send? Also their exit fees are too high. I already have an account with IG(purely for non-UK stock) and they and Saxo seem to be very similar. Have never paid custody charges because of the number of trades + one of the lowest for FX charge though I do have a multicurrency account so no FX charge until I convert. Service is just OK though I haven’t had any major issues. No exit fees either. Charles Stanley is one that looks good too -I’ll keep that as a backup for now.

J_Westlock 21 Jul 2019

Slight surprise that no comments on price collapse here? mememe: . I have to move from AJBell it’s hopeless. I don’t want to say too much until I have left. @mememe Will be interested to hear what the issues were once you’ve left as I still use them for an ISA. mememe: Did you mean you are a Saxo Platinum sharedealing account holder as can’t find Premium I think they altered their account types in recent months, they now use these names: Classic – minimum £500 deposit. Platinum – minimum £50,000 deposit. VIP – minimum £1,000,000 deposit. For most, the Classic account is used. Platinum is the old Premium I think. mememe: Is your SIPP and ISA with iWeb or someone else. I want a provider with good service (not necessarily cheap) and one that pays out promptly not 3 months later! My SIPP is with Charles Stanley Direct… more for historic reasons before I knew what to look at… and now too expensive to change. However, their customer services seem good to me. I have ISAs with CS, AJ Bell, iWeb and Hargreaves and a non-ISA with Saxo. I haven’t dealt with customer services enough to criticise any of them too much. I usually deal with them via secure messaging. Certainly with SAXO, you need to call them if you have issues as their online issue reporting Ive found isn’t responsive enough.

mememe 20 Jul 2019

Slight surprise that no comments on price collapse here? @J_Westlock, glad I found your post of 12th June as didn’t know about the different types of Saxo accounts (so much to read). Did you mean you are a Saxo Platinum sharedealing account holder as can’t find Premium. I have to move from AJBell it’s hopeless. I don’t want to say too much until I have left. Sorry you might have mentioned already but I can’t find the relevant post. Is your SIPP and ISA with iWeb or someone else. I want a provider with good service (not necessarily cheap) and one that pays out promptly not 3 months later! ii has good reviews but don’t want to put all eggs in one basket.

Page