Vodafone Group Public Limited Company Message Board

Interesting strategy.

LTE build might be politically easier to slice through when those countries are looking for investments to bolster their economies. Probably not going to be a better time for VOD to attempt to cut through political swiss cheese.

Even though many in the U.S. are on the receiving end of a government handout I find it amazing how many of them can still scratch up enough for to have a smart phone. Make something available that consumers get an attitude of must have and they will find a way to pay for it. Build it and they will come....of course your post on AT&T says they are looking to make a move soon.

Yes...that is it exactly. Now compare that to the actual paid out in August to see the changes in the exchange rate. My brokerage house also takes a small percentage an ADR fee.

based on what you indicated, I did the following: 6.92 x 10 = 69.20 with a conversion to U.S. dollars or $1.04 per ADR share....make sense?

Sentiment: Strong Buy

I agree Smalls, the EU needs to keep up with the world to stay competitive. However, it costs a ton of money and the soft EU economy has left consumers there with less money to spend on the latest and greatest gadgets. The EU should welcome any outside investments to help them out, but politics can get in the way!

I bought some Jan '14 $30 calls and sold the $25 puts for a 70 cent debit. I'd like to pick uo more shares at $25.70, but given all the deal chatter, I doubt the stock will decline that much by expiration. If the stock bounces back over $30 I'll probably sell the $35 calls if I can get my 70 cents back.

If they took notes from the AT&T talking head then they should work on an LTE build in Europe to capture data markets.

"At “current levels” the prospective yield would be about 5.1pc, which is attractive. However, the company’s largest market, Europe, is still under pressure from the fall-out of the financial crisis. Investment in new markets is certainly required, but what form would this take?

The areas of “strategic focus” for the company are data, enterprise and emerging markets. Performance in emerging markets was strong over the last year. Indian revenues rose 10.7pc, Vodacom, its African business, saw revenues rise 3pc, and they were up 17.3pc in Turkey. The group could also buy cable operators to assist in competition from “quadruple play” operators, which bundle, TV, internet, mobile and fixed line services.

The headline figures from Vodafone’s full-year numbers beat expectations. Revenues came in at £44.4bn and there was good news on margins. The guidance for the current year also reassured.

Management expects that adjusted operating profit will come in between £12.2bn and £12.8bn, ahead of previous expectations.

Should a Verizon Wireless sale be announced, strategic challenges will loom large for management, but investors will enjoy the special dividend feast in the short term.

A Verizon Wireless sale appears almost inevitable, but Questor would prefer it to happen once there are signs of recovery in Europe, to reassure about the medium term. However, with the shares trading on a current year multiple of 12 times earnings, falling to 11.3, Questor remains comfortable with a hold rating, despite the recent surge."

The dividend amount is 6.92p making 10.19p for the full year.

Last post did not take, so here goes again. The dividend is 6.92 pence per share. If you have ADR shares, multiply that by ten then apply the exchange rate. I used to try and approximate the amount, but it turned out to be a waste of my time because the exchange rate fluctuates so much between now and the paydate in August. Good luck!

deport

He must be a long lost relation of yours.

Honestly surprised we haven't seen the start of a sell off/correction yet for the summer. Do however disagree with your 3 years of dismal future. Don't go declaring victory if the market sells off in the next month or so. A correction has come in May/June each of the past three years. Even if it takes until July for the correction then of the opinion the market will once again pick up steam in the Fall heading into YE.

Bond market will be scrambling to find a home when QE gets the reigns pulled in. Equities are small as a whole compared to bond market. Where do you think long term bond holders will try to run and hide?

Never heard of him. I would rate the odds of a double top, the first of which would occur no later than early in week two of June at 4 in 10. Overall, I see the final top sometime between July 15th and July 22nd. However it occurs, the top should be between 1710 and 1750 on the SPX (S&P). I rate the odds of a final top between July 15th and July 22nd at being better than 95%. Trading next week, (May 28-31) should show an extreme bias to the upside. We'll see. Honestly, I hope all the above, with the exception of next week is 100% wrong. Again, we'll see.

"Vodafone comments during its earnings call suggest it is highly unlikely to sell its stake in Verizon Wireless to Verizon in the next two years, said analysts at Berstein.

Comments on the company's earnings call suggest it views VZW as a more attractive asset than many of its European ones. Comments also suggest that Verizon may seek to withhold dividends in the short term, but Vodafone doesn't consider this a sustainable threat, noted analysts.

Bernstein has an Underperform rating Vodafone witha price target of $21"

Well that's the bear's view! Unfortunately for Bernstein, they've been on the wrong side of this trade. The fact that the stock is up a bit on today's news indicates to me the following: (1) Investors are still discounting a decent chance a deal happens soon, (2) VOD's comments should be considiered part of a negotiating strategy, and (3) today's fundamental news was decent and generally in-line with expectations.

Sure, there are various challenges (EU economy, India, competitive threats, etc.), but there are also valuable assets and operations. Importantly, there are strategic buyers of these assets and operations, which gives VOD a good option should it decide not to go it alone.

Einhorn is about as activist as they come. There are other activists names out there but he is shaking this tree pretty firmly. Let it percolate. This play is far from over.

Time for activist investors to shake and shape up VOD. They are a lumbering giant. That money is stockholders, give it to us rather than to overstuffed management with their fancy cars, vacation clubs and penthouses.

Sentiment: Hold

Verizon Wireless’s profit contributed 6.4 billion pounds to Vodafone for the year, an increase of 30.5 percent, highlighting the unit’s importance as partner Verizon Communications Inc. moves toward a buyout of the stake. Verizon Communications has said it’s interested in buying Vodafone’s 45 percent stake in the venture, the biggest U.S. mobile-phone service provider.

Colao said today that he had no update on the status of the partnership.

http://www.bloomberg.com/news/2013-05-21/vodafone-forecasts-operating-profit-beating-estimates.html?cmpid=yhoo

Sentiment: Hold