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Vodafone Group PLC (VOD)

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idpickering
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Re: Vodafone Group PLC (VOD)

#212078

Postby idpickering » April 2nd, 2019, 1:31 pm

Alaric wrote:
idpickering wrote: I feel there may well be other readers here who're not, and might be enlightened by my op.


VOD appeared as a top selection in a recent Stephen Bland "how to build a HYP" article.

They are doing some financial engineering involving debt for equity swaps in order to finance a proposed acquisition.


Thanks for your input Alaric. Interesting times for VOD shareholders I think, although I'm in no mind to buy even more of their shares, as I've spent enough there already.

Ian.

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Re: Vodafone Group PLC (VOD)

#212163

Postby Dod101 » April 2nd, 2019, 4:10 pm

Alaric wrote: VOD appeared as a top selection in a recent Stephen Bland "how to build a HYP" article.


I do not any attention to tipsters and, to be fair, I am not sure that Stephen Bland has ever claimed to be a tipster anyway.

Dod

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Re: Vodafone Group PLC (VOD)

#212816

Postby Breelander » April 4th, 2019, 11:24 pm

VOD CLOSES US$2 BILLION HYBRID SECURITIES OFFERING

This concludes Vodafone's funding requirements for the acquisition of Liberty Global's assets in Germany, the Czech Republic, Hungary and Romania, having raised a total of €20 billion at an average euro equivalent rate of 2.3% and a weighted average maturity of 9.7 years.
https://www.investegate.co.uk/vodafone- ... 15012084V/

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Re: Vodafone Group PLC (VOD)

#214493

Postby CommissarJones » April 11th, 2019, 9:22 pm

Bids in Germany’s 5G spectrum auction pass €5bn

Sale of next-generation wireless technology on course to beat government expectations


https://www.ft.com/content/6a5b7a98-5b9 ... edca0a081a

Germany accounted for 33% of VOD's European revenue and 25% of overall revenue in the interims released in November.

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Re: Vodafone Group PLC (VOD)

#217039

Postby idpickering » April 24th, 2019, 4:42 pm

More from TMF, penned by Alan Oscroft;

Vodafone’s share price is rising. Is it time to buy?

There’s an old idea, called the efficient-market hypothesis, which claims that share prices fully reflect all known information, and suggests it’s impossible to beat the stock market as all new information is quickly reflected in adjusted share prices.

It’s obviously tosh, as any look at the real world and the way irrational humans work will quickly show.

Overpriced

Vodafone (LSE: VOD) is a good example. For years, its shares looked very highly priced to me. They were on valuations that significantly exceeded those of the company’s peers, after initially soaring back in the days of takeover speculation and never falling back.

There must be a good reason, something I don’t know but which big investors have latched onto, I thought. But no, there was nothing, and since the end of 2017, the shares have been steadily revalued downwards.

They really had, simply, been overvalued in a way the academics claim doesn’t happen, and it’s taken a 40% slump to get us back to where I can see some rational valuation. And, though I’m not a chart-watcher and I recommend caution over what I’m about to say, there are signs that the price has bottomed and is starting to tick up again.

We’re looking at only a modest 8% rise since the first week in March, slightly ahead of the FTSE 100‘s 5%, and that leaves Vodafone shares trading on a P/E of 18 based on expectations for the year just ended in March — results are due on 14 May.


https://www.fool.co.uk/investing/2019/0 ... me-to-buy/

I topped up my Vodafone holdings today.

Ian.

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Re: Vodafone Group PLC (VOD)

#217042

Postby OLTB » April 24th, 2019, 4:48 pm

idpickering wrote:
I topped up my Vodafone holdings today.

Ian.


Good luck Ian - VOD are just about an average sized holding in my HYP so I won't be topping up - fingers crossed that the dividend either increases slightly, or maintained.

Cheers, OLTB.

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Re: Vodafone Group PLC (VOD)

#217052

Postby idpickering » April 24th, 2019, 5:16 pm

OLTB wrote:
idpickering wrote:
I topped up my Vodafone holdings today.

Ian.


Good luck Ian - VOD are just about an average sized holding in my HYP so I won't be topping up - fingers crossed that the dividend either increases slightly, or maintained.

Cheers, OLTB.


Thank you. It is my intention to just hold tight hence forth regarding VOD. It's unlikely I'll be buying any more in the near future, as I'm up to full weighting already, with regards to capital invested. Not my best bet, but I can wait.

Ian.

idpickering
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Re: Vodafone Group PLC (VOD)

#219910

Postby idpickering » May 7th, 2019, 9:31 am

VODAFONE SIGNS CABLE WHOLESALE AGREEMENT WITH TELEFÓNICA DEUTSCHLAND

Vodafone Group Plc ("Vodafone") announces today that it has entered into a definitive agreement for a cable wholesale agreement in Germany with Telefónica Deutschland ("Telefónica DE") ("the Cable Wholesale Agreement").

The Cable Wholesale Agreement will allow Telefónica DE to offer high-speed broadband services to consumers on Vodafone and Unitymedia's cable network in Germany, and is subject to the completion of Vodafone's acquisition of Liberty Global's operations in Germany, the Czech Republic, Hungary and Romania ("the Transaction") which is conditional on European Commission approval.

Under the terms of the Cable Wholesale Agreement, Telefónica DE will be able to market broadband services over the combined Vodafone and Unitymedia cable network in Germany, which covers 23.7 million households. Telefónica DE's customers will benefit from access to download speeds of up to 300 Mbps on the combined cable network, superior to the highest available speeds offered by wholesale DSL access, enabling Telefónica DE to deliver competitive broadband and over-the-top (OTT) TV services.


https://www.investegate.co.uk/vodafone- ... 00091159Y/

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Re: Vodafone Group PLC (VOD)

#221074

Postby CommissarJones » May 12th, 2019, 2:40 pm

The Sunday Times reports that VOD will announce a dividend cut in this week's annual results, in order to finance investment in spectrum.

https://www.thetimes.co.uk/article/voda ... -g6d59xtxl

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Re: Vodafone Group PLC (VOD)

#221082

Postby Alaric » May 12th, 2019, 3:37 pm

CommissarJones wrote:The Sunday Times reports that VOD will announce a dividend cut in this week's annual results, in order to finance investment in spectrum.

https://www.thetimes.co.uk/article/voda ... -g6d59xtxl


A couple of comments below the article which might be relevant to the "HYP" debate.

The funny thing is that dozy old private investors would have bought the shares thinking they were actually going to get paid a 9% yield. They probably own Centrica as well.


Quite why small investors buy such cyclical stocks is beyond me. What good is a 9% dividend if the shares tank as is voda's case. I would look pretty hard at a fund which invested in such stocks as well

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Re: Vodafone Group PLC (VOD)

#221351

Postby monabri » May 13th, 2019, 5:22 pm

"Vodafone Group Plc ("Vodafone") announces the sale of 100% of Vodafone New Zealand Limited ("VFNZ") to a consortium comprising Infratil Limited and Brookfield Asset Management Inc. (collectively referred to as the "Consortium").1

The Consortium has agreed to acquire VFNZ for a cash consideration equivalent to an Enterprise Value of NZ$3.4bn (€2.1bn2)....."


https://www.londonstockexchange.com/exc ... 72187.html

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Re: Vodafone Group PLC (VOD)

#221445

Postby idpickering » May 14th, 2019, 7:23 am

Results, including dividend cut here; viewtopic.php?f=15&t=17650

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Re: Vodafone Group PLC (VOD)

#221511

Postby 77ss » May 14th, 2019, 10:33 am

idpickering wrote:Results, including dividend cut here; viewtopic.php?f=15&t=17650


A fairly substantial cut. Not unexpected. I intend to work on the assumption that next year's interim will be cut by a similar %age, which would take the overall dividend (this year's final and next year's interim) down to 7.03 eurocents - or 6.11p at todays exchange rate.

Still a reasonable yield at about 4.6%. May even be sustainable!
Last edited by 77ss on May 14th, 2019, 10:42 am, edited 1 time in total.

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Re: Vodafone Group PLC (VOD)

#221518

Postby PinkDalek » May 14th, 2019, 10:40 am

You may wish to edit the link you posted.

idpickering
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Re: Vodafone Group PLC (VOD)

#221520

Postby idpickering » May 14th, 2019, 10:41 am

77ss wrote:
idpickering wrote:Results, including dividend cut here; viewtopic.php?f=15&t=17650

https://lemonfool.co.uk/posting.php?mod ... 4&p=221445

A fairly substantial cut. Not unexpected. I intend to work on the assumption that next year's interim will be cut by a similar %age, which would take the overall dividend (this year's final and next year's interim) down to 7.03 eurocents - or 6.11p at todays exchange rate.

Still a reasonable yield at about 4.6%. May even be sustainable!


Agreed 77ss, thanks for your post. I’m quite relaxed about VOD now tbh. Sunning myself here in Orkney helps lol.

Ian.

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Re: Vodafone Group PLC (VOD)

#221523

Postby 77ss » May 14th, 2019, 10:43 am

PinkDalek wrote:You may wish to edit the link you posted.


Thanks - done - not quite sure I managed that!

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Re: Vodafone Group PLC (VOD)

#221559

Postby PinkDalek » May 14th, 2019, 12:45 pm

In other news, timed at 7:01am:

14 May 2019

VODAFONE 5G GOES LIVE ON 3 JULY 2019 IN THE UK, WITH 5G ROAMING AVAILABLE THIS SUMMER

• Vodafone 5G available in seven cities at launch, with 12 other cities live by the end of 2019
• First company to announce 5G roaming in four European countries
• 3 July switch-on for both business and consumer customers, with 5G priced the same as 4G
• Four 5G smartphones and a 5G home router coming soon
• Wasps rugby stadium and netball venue to be transformed into 5G entertainment arenas

Vodafone will switch on its 5G network for both consumers and business customers in seven cities across the UK on 3 July 2019. In a worldwide first, Vodafone will also offer 5G roaming in the UK, Germany, Italy and Spain over the summer. ...



https://www.londonstockexchange.com/exc ... 72498.html

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Vodafone's 5G Victory

#229197

Postby Bouleversee » June 13th, 2019, 1:01 pm

Vodafone Germany has won the country's auction of spectrum licences for next generation 5G mobile networks at a cost of 1.9bn euros. Hasn't done much for the s.p. What I'd like to know is when we can expect calls between interviewees and BBC programmes not to be (almost invariably) cut off making the programmes rather pointless. Seems incredible that we can get people to the moon but not sustain a phone line for more than a few seconds.

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Re: Vodafone's 5G Victory

#229224

Postby seagles » June 13th, 2019, 2:04 pm


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Re: Vodafone Group PLC (VOD)

#229240

Postby Breelander » June 13th, 2019, 2:45 pm

VODAFONE GERMANY ACQUIRES SPECTRUM FOR 5G SERVICES

Vodafone Germany has acquired important radio spectrum for next-generation 5G mobile networks at the Federal Network Agency auction for a total cost of €1.88 billion. It has secured a valuable 90 MHz in the 3.6 GHz band and 40 MHz of 2100 MHz spectrum.

https://www.investegate.co.uk/vodafone- ... 00030354C/


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