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Re: Vodafone's 5G Victory

Posted: June 13th, 2019, 2:46 pm
by Breelander

Re: Vodafone Group PLC (VOD)

Posted: July 2nd, 2019, 10:01 pm
by CommissarJones
Vodafone and Telecom Italia are expected to approve a merger of their Italian towers in August, Reuters reports. A group of banks including Mediobanca and Goldman Sachs is preparing up to €2.5 billion in preliminary financing, according to the linked story.

Re: Vodafone Group PLC (VOD)

Posted: July 18th, 2019, 11:09 am
by daveh
Vod have just announced that the Liberty deal has been approved by EU regulators:

www.investegate.co.uk/article.aspx?id=2 ... 9813F&fe=1

It will be interesting to see if they make a go of this\, they are claiming bug cost saving and revenue enhancing synergies from the combination:

The transaction is expected to generate cost and capex synergies with a net present value of over €6 billion after integration costs, and revenue synergies with an NPV exceeding €1.5 billion from cross selling to the combined customer base. Together with the standalone growth potential of the acquired assets, these synergies support double-digit free cash flow per share accretion (before integration costs) from the third year post completion for Vodafone Group.



Though it all seems to be well in the future at 3 years post completion.

Re: Vodafone Group PLC (VOD)

Posted: July 24th, 2019, 7:13 am
by idpickering
VODAFONE & O2 FINALISE 5G NETWORK AGREEMENT IN 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.


https://www.investegate.co.uk/vodafone- ... 00065329G/

Re: Vodafone Group PLC (VOD)

Posted: July 26th, 2019, 7:07 am
by idpickering
Trading update for the quarter ended 30 June 2019


· Group revenue of €10.7 billion, down by €0.2 billion due to foreign exchange rate effects.

· Q1 organic service revenue declined 0.2%*, improving compared to Q4 (-0.7%**); gradual recovery expected to continue.

· Sequential progress in Europe, with service revenues -1.7%* (Q4: -2.1%**), as market conditions continued to improve in Italy and retail growth in Germany remained robust, offsetting the impact of competitor promotions in Spain.

· Rest of the World grew 5.3%* (Q4: 5.7%*) as the impact of regulation introduced in March in South Africa was offset by strong growth ahead of inflation in other markets.

· Good progress on strategic priorities during the quarter:


https://www.investegate.co.uk/vodafone- ... 00057911G/

Re: Vodafone Group PLC (VOD)

Posted: July 26th, 2019, 7:29 am
by idpickering
VODAFONE TO CREATE EUROPE'S LARGEST TOWER COMPANY

Highlights

· European tower infrastructure to be legally separated into a new organisation (referred to as "TowerCo") which will be operational by May 2020, with a dedicated management team

- Europe's largest towers portfolio, comprising 61,700 towers in 10 markets with potential proportionate EBITDA of around €900 million

· Preparations underway for a variety of monetisation alternatives, to be executed during the next 18 months (depending on market conditions), including a potential IPO of TowerCo

· Highlights the significant value embedded in Vodafone's tower infrastructure

· Continuation of active and passive network sharing strategy

- Unlocking industrial benefits, including substantial opex and capex savings and accelerating the roll out of 5G

· Proceeds will be used to reduce Group debt


https://www.investegate.co.uk/vodafone- ... 00037913G/

Re: Vodafone Group PLC (VOD)

Posted: July 26th, 2019, 7:34 am
by maximan
idpickering wrote:Trading update for the quarter ended 30 June 2019


· Group revenue of €10.7 billion, down by €0.2 billion due to foreign exchange rate effects.

· Q1 organic service revenue declined 0.2%*, improving compared to Q4 (-0.7%**); gradual recovery expected to continue.

· Sequential progress in Europe, with service revenues -1.7%* (Q4: -2.1%**), as market conditions continued to improve in Italy and retail growth in Germany remained robust, offsetting the impact of competitor promotions in Spain.

· Rest of the World grew 5.3%* (Q4: 5.7%*) as the impact of regulation introduced in March in South Africa was offset by strong growth ahead of inflation in other markets.

· Good progress on strategic priorities during the quarter:


https://www.investegate.co.uk/vodafone- ... 00057911G/


Thanks for that Ian not sure what to make of the figures. Will have to wait for the market to open.
Although they did say they were confident on full year guidance.

Re: Vodafone Group PLC (VOD)

Posted: July 26th, 2019, 8:25 am
by jackdaww
market price currently up at 141.

:)

Re: Vodafone Group PLC (VOD)

Posted: July 26th, 2019, 8:33 am
by Snorvey
There are a few turkeys puffing out their chests today

Cobham ...Vodafone.....Pearson. Even Glaxo is moving into trim territory.

It'll not continue of course.

Re: Vodafone Group PLC (VOD)

Posted: July 26th, 2019, 9:10 am
by idpickering
Glad I topped up my VOD holdings last Oct, Nov and this Jan. Share up 7.7% currently, although I'm still in the red! lol

Ian.

Re: Vodafone Group PLC (VOD)

Posted: July 26th, 2019, 11:26 am
by Snorvey
idpickering wrote:Glad I topped up my VOD holdings last Oct, Nov and this Jan. Share up 7.7% currently, although I'm still in the red! lol

Ian.


I was waiting for a quid before topping up.

Re: Vodafone Group PLC (VOD)

Posted: July 31st, 2019, 7:34 am
by idpickering
COMPLETION OF SALE OF VODAFONE NEW ZEALAND https://www.investegate.co.uk/vodafone- ... 00052676H/

Re: Vodafone Group PLC (VOD)

Posted: October 7th, 2019, 9:19 am
by idpickering
VODAFONE PIONEERS INNOVATIVE NETWORK TECH TO INCREASE SUPPLIERS AND EXTEND RURAL INTERNET ACCESS

· Developing 'Open Radio Access Networks' (OpenRAN) will enable Vodafone and the telecom industry to:

- introduce a wave of new 2G, 3G, 4G and 5G technology vendors - in addition to the existing market leaders - improving supply chain resilience;

- connect more of the world's most rural communities to the internet using standardised, lower cost network equipment; and

- enhance coverage in cities, e.g. using Vodafone's Open CrowdCell 'small cell' technology.

· Vodafone will trial OpenRAN for the first time in a developed market - the UK - as the technology is introduced in Europe ahead of schedule.

· Vodafone also launches OpenRAN trials in Democratic Republic of Congo (DRC) and Mozambique building on experience in South Africa and Turkey.


https://www.investegate.co.uk/vodafone- ... 00119037O/

Re: Vodafone Group PLC (VOD)

Posted: November 12th, 2019, 7:15 am
by idpickering
Half Yearly ; https://www.investegate.co.uk/vodafone- ... 00120432T/

Also posted on HYP Practical for HYPers chat.

Ian.

Re: Vodafone Group PLC (VOD)

Posted: December 6th, 2019, 7:34 am
by idpickering
VODAFONE LAUNCHES HALF-SIZED SIM CARDS TO REDUCE PLASTIC WASTE

Vodafone is replacing the standard credit card-sized SIM holder with a new half-sized format that reduces by 50% the amount of plastic used to produce SIMs as part of a wider strategy to minimise the company's use of all non-essential plastics.

Starting from Christmas 2019, Vodafone stores will offer customers a range of eco-friendly accessories under the label 'Red Loves Green'. These will include 100% biodegradable or recyclable phone cases made from, for example, reused ocean plastic, plus charging banks and docks made from sustainable materials and plastic-free packaging. Vodafone plans to expand its range of 'Red Loves Green' products at retail during 2020.

https://www.investegate.co.uk/vodafone- ... 00078837V/

Re: VODAFONE LAUNCHES HALF-SIZED SIM CARDS TO REDUCE PLASTIC WASTE

Posted: December 6th, 2019, 7:39 am
by TUK020
Hi Ian,
So what is your conclusion on the implications of this piece of news to holders of VF in a portfolio?
tuk020

Re: VODAFONE LAUNCHES HALF-SIZED SIM CARDS TO REDUCE PLASTIC WASTE

Posted: December 6th, 2019, 8:11 am
by idpickering
TUK020 wrote:Hi Ian,
So what is your conclusion on the implications of this piece of news to holders of VF in a portfolio?
tuk020


Not much, but every little helps, so they say. Either way, I’m pleased to see one of my HYP holdings doing their bit.

Ian.

Re: VODAFONE LAUNCHES HALF-SIZED SIM CARDS TO REDUCE PLASTIC WASTE

Posted: December 6th, 2019, 8:23 am
by jackdaww
TUK020 wrote:Hi Ian,
So what is your conclusion on the implications of this piece of news to holders of VF in a portfolio?
tuk020


=====================

clutching at straws ?

vodafone have given me lots of divis , but i sold most after the cut.

plan to sell the rest soon .

:)

Re: Vodafone Group PLC (VOD)

Posted: December 6th, 2019, 10:09 am
by dealtn
Sounds like normal efficiency seeking to me, with "green" publicity on top.

Re: VODAFONE LAUNCHES HALF-SIZED SIM CARDS TO REDUCE PLASTIC WASTE

Posted: December 6th, 2019, 11:29 am
by moorfield
jackdaww wrote:
vodafone have given me lots of divis , but i sold most after the cut.

plan to sell the rest soon .

:)



I'll buy them off you, gladly.