IMHO only a fool would sell VOD, I don’t think there is a safer bet than VOD with a good 5.6% dividend yield. Also my money is on Verizon Communications (VZ) making a bid sometime this year, for VOD’s 45% stake in Verizon Wireless (VW), they won’t be able to afford to buy it in a years time, because the value of VW will have gone up, also financing the debt will have gone up. So its now or never for VZ.
I trust the VOD CEO Vittorio Colao, he’s no fool. But If he decides to cash in on VW, I’m sure it will be on his terms, and we will get a good price $125bln to $135bln.
Also not forgetting fund managers Einhorn and Paulson, they are holders of VOD.