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Vodafone Group Public Limited Company Message Board

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  • Reply to

    Div. decrease

    by volkland Nov 29, 2014 6:05 AM

    Do Not try to configure anything on Yahoo Finance! Just saying.

    Sentiment: Hold

  • with the unemployment at 5.8% you,the fool, appears to be still looking for a job.

  • Reply to

    Anoter quarter of no QE for Smalls

    by treword85 Dec 4, 2014 10:34 AM

    It’s just a matter of time before Europe starts QE, (IMHO, within first 6 months of 2015.) Then VOD should fly with years of growth ahead of her, in prime position. VOD to be the new Verizon of Europe. Happy days.

  • Reply to

    VOD upgraded to BUY at Goldman

    by friday_in_the_sahara Dec 5, 2014 3:36 AM

    05 Dec Goldman Sachs Upgrades VOD To Buy Old Target Price 240p New target Price 280p

  • Goldman says Vodafone (NASDAQ:VOD) should benefit from sector M&A as sector consolidation should temper deflationary risks.
    Upgrades shares to Buy from Neutral.
    Raises price target 17% to 280p (25% upside vs. yesterday's close).

    Sentiment: Buy

  • Reply to

    Anoter quarter of no QE for Smalls

    by treword85 Dec 4, 2014 10:34 AM

    Treword85, getting angry. He shows his lack of dignity and maturity, he always resorts to calling people names. On the AT&T board, you call me a “European pig” You should be proud of yourself. USA and the UK are close allies, you are a disgrace to your country.

    I think Treword85 is trying to take his AT&T frustration out on me, a T SP of $33 per share he is probably under water, although he won’t admit it. I'm not the desperate one here.

  • Reply to

    Anoter quarter of no QE for Smalls

    by treword85 Dec 4, 2014 10:34 AM

    “AT&T avoided a catastrophe”

    Are you sure about that……..What about DTV……….LOL
    You are in for one hell of a bumpy ride. One ride that I will happily watch from the side lines.
    Time for you to delete the topic again.

  • “Vodafone chief executive Vittorio Colao has denied he is planning a colossal takeover of Liberty Global, the owner of Virgin Media, following mounting speculation that a move for the cable giant was in the works. In a marathon meeting with major shareholders earlier this week, Mr Colao sought to dampen claims he will respond to BT’s efforts to acquire a mobile network by swooping for fixed-line assets across Europe such as Liberty Global. According to a telecoms analyst present at the summit Mr Colao said he would “happily” look at an acquisition of Liberty Global’s German cable network, if controlling shareholder John Malone wished to sell. Many of Liberty Global’s other assets, such as its networks in Switzerland and Belgium, were not relevant to Vodafone, he added.”

    Looks like VOD would only be interested in Liberty’s German assets. Looks like the media got this old rumour wrong. Colao is one switched on CEO.

  • Part Two - also eventually offer access to its networks on a wholesale basis, a move that in the UK would mean Vodafone, Sky and TalkTalk could offer broadband via Virgin Media’s cables rather than using BT’s. Mr Delfas said: “Vodafone thinks John Malone’s price would just be too high, while he believes that he can build a mobile business with hardly any capital commitment. “Vodafone is highly rational about [mergers and acquisitions], does not need to do anything, and indeed Liberty may find it needs to own mobile just as BT appears to be discovering.” According to Deutsche Bank research, the thought of Vodafone being forced into a takeover of Liberty Global to defend itself against BT was “surreal”, as the UK is expected to account for only 1pc of its earnings before interest and tax next year. BT is in takeover talks with the owners of both EE and O2. Mr Colao told investors that a deal would be good news for Vodafone, because it would mean BT is less likely to spark a price war in the mobile market. Under earlier plans, the former state monopoly was planning to enter the fray via a wholesale agreement with EE and radically undercut rivals. In the speculation that has gripped the telecoms sector since BT’s talks emerged last week, Vodafone has been linked with Sky and TalkTalk, as well as Liberty Global. Mr Delfas said that both those combinations were also unlikely. TalkTalk’s value-seeking customer base and low margins would not match Vodafone’s efforts to target the top end of the market and increase its margins. Sky customers are wealthier, but its business remains heavily reliant on satellite broadcasting, a content distribution method that is seen as increasingly outdated as superfast broadband rolls out and consumers turn to more on-demand services.

  • Telegraph Reports Part One - Speculation of possible takeover of cable giant unfounded,
    Vittorio Colao tells investors. Vodafone chief executive Vittorio Colao has denied he is planning a colossal takeover of Liberty Global, the owner of Virgin Media, following mounting speculation that a move for the cable giant was in the works. In a marathon meeting with major shareholders earlier this week, Mr Colao sought to dampen claims he will respond to BT’s efforts to acquire a mobile network by swooping for fixed-line assets across Europe such as Liberty Global. According to a telecoms analyst present at the summit Mr Colao said he would “happily” look at an acquisition of Liberty Global’s German cable network, if controlling shareholder John Malone wished to sell. Many of Liberty Global’s other assets, such as its networks in Switzerland and Belgium, were not relevant to Vodafone, he added. Investors balked at speculation a takeover was in the works this week, sending Vodafone shares down 3pc on Monday. Analysts have estimated the cable group would cost Vodafone around £40bn. “It is clear that banks are positioning themselves and that more than anything is creating noise,” said Nick Delfas, an analyst at Redburn, the broker, in a note to clients. Mr Colao’s soothing comments were made over the course of a four-hour meeting days after the claims emerged, apparently from the United States. Such a deal would be too expensive for Vodafone while Liberty Global believes its networks can compete in the mobile market via wholesale deals, said Mr Delfas. Virgin Media’s mobile customers, for instance, are served by reselling access to the EE network. Mr Colao predicted that Liberty Global will

  • JPMorgan Chase & Co. reaffirmed their overweight rating on shares of Vodafone Group Plc (NYSE:VOD) in a research note issued to investors on Monday.

  • It isn't old movies Colao would be after. The target would be Liberty's fixed line assets. They are no.1 cable provider in Germany. Has exposure to 12 European markets.....would give VOD a great position in fixed line just as G.Fast comes to market. The entire situation is price. Liberty with too much debt to pay any significant takeover premium. This rumor is over a year old being rerun.

  • They said the same thing about "old movies" when Ted Turner bought MGM years ago. With a net worth of $2B+ today, I'd say Ted was on to something there.

  • “60% premium” I hope not. VOD CEO Vittorio Colao said in September that VOD would be interested in Liberty Global at the right price. I don’t think the media do their homework regarding to previous comments. I don’t think Vittorio would entertain paying Liberty a 60% takeover premium, no way.

  • I hope that this "interest" in Liberty Media was just a trial balloon and not a serious expression of interest. Paying a 60% premium for a bunch of old movies is nuts. I have no problem with VOD expanding into non-telephony telecommunications, but leave the content arena to others. Look how well NBC worked out for GE!
    Peter

  • Vodafone reportedly close to buying U.K. VOD service • 1:17 PM
    Eric Jhonsa, SA News Editor
    The Telegraph reports Vodafone (VOD -2.4%) is looking to buy U.K. retailer Tesco's Blinkbox VOD streaming service. A source states a deal is close, and that Vodafone isn't expected to pay much for the business.
    Blinkbox, which charges a per-rental fee, has faced competition from both rival VOD services and Netflix/Amazon's subscription streaming offerings. It lost £18.5M during its most recent fiscal year.
    Blinkbox would strengthen Vodafone's nascent U.K. pay-TV and wireline broadband efforts. The Telegraph's report follows one from Bloomberg stating Vodafone is exploring a merger with cable giant Liberty Global. Liberty respectively claims 3.7M and 4.5M U.K. TV and broadband subs through its Virgin Media unit.

    Sentiment: Buy

  • Reply to

    Div. decrease

    by volkland Nov 29, 2014 6:05 AM

    p= english pence
    ADR = 10 UK shares
    VOD pays 2 divs a year
    Interim 3.6p
    Final 7.47p
    Total = 11.07
    so ADR div is 11.07p times 10 = Pounds 1.107
    in $ this 1.107 * 1,57 (ex rate) = $1.738

    (just says 2 div, what was the last times two - duh)

  • Yes buying global would move the needle.

  • Yes Smalls, also today (1 Dec) Credit Suisse improves VOD price target from 220p to 250p reiterates outperform rating.

VOD
35.91-0.10(-0.28%)Jan 27 4:00 PMEST

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