Coming from the fellow who keeps changing IDs after their ignorance is exposed makes this comment even more laughable.
Keep your four cents foolish one. You keep ignoring the DTV fundamental discussion. New divy expense will eat up most of the DTV profit and the rest will take ++20 years to pay down the 20B in DTV debt AT&T assuming stable income. Likely +30 years as the onset of IP TV kills TV bundler margins.
VOD holding just fine. Still in the black from purchase early 2013. You can search my post history to verify unlike your continued change of IDs. VOD will rebound with the EU sooner or later.
The spammers of websites had taken over many message boards. If they could get rid of the political zealots it would go a long way in cleaning up many of the stock message boards.
Still waiting for that link to the 4 cent increase announcement.
For the record, I rarely correct people on punctuation and spelling as I am occasionally guilty of errors. You are calling someone a D-bag over a four cent dividend increase vs. one cent increase. Now, who is the dork/g-bag who has nothing to back up the claim to a four penny increase in 2015 vs. the one penny standard since 2008 and called someone a D-bag? Your ignorance makes me laugh hard.
Waiting for the link to that 4 cent dividend increase announcement. Instead of supporting your ignorant claim you change the topic. Sitting here with my crow pie IF you can support the claim. The one calling Tiglet the D-bag should look in the mirror.
Really? You've already received your 2015 dividends? Give us a link where management has announced the 4 cent divy increase and I'll eat crow.
Your ignorance and lack of DD again exposed with your posts Kafkaclown. It has been 1 penny per YEAR since 2008. This could go in either direction in the future but to call someone a hag for your own ignorance is quite hilarious.
I have discussed it here in the past. You just ignored it. Just like you keep ignoring the DTV numbers leaving pretty modest amount of cash after new dividend expense to service the 20B in debt assumed from DTV. IP TV is the kryptonite to satellite TV and Dish Network's Charlie Ergen has acknowledged as much.
I have discussed it. VOD has more than enough cash on hand and many of those figures you boys have been quoting doesn't include any consideration for KD and Ono income and cost savings paid to third parties for data backhaul. VOD as a mobile only carrier was paying one of its primary German mobile competitors some serious change for data transmission but now that is being piped through the KD lines. That is an undisputable synergy in addition to the bundling opportunity brought to the table. Same for Ono. Declining income from an EU recessionary period will turn sooner or later.
This is AT&T message board and you refuse to talk about the fundamentals of the pending DTV purchase. Nobody, and I mean nobody, has posted anything to the contrary about the DTV income vs. new dividend expense leaving 300MM/Q to service 20B in existing DTV debt which would take appx 20-25 years.....and that is before the pay TV market is blown wide open with IP TV starting which kills pricing power/margins. Satellite TV is a dead business model.
If you ask some ignorant fellow from the AT&T board the forward dividend he claims to be 7.5%! He should be backing up the truck.
Points made Mike. Given the global position and VOD being in organic growth emerging markets their is much more potential in VOD earnings expansion. Market cap way cheap when compared in relative terms to global market position against the likes of CHL, T, VZ, DTEGY, TEF etc.
You really are Kafkaclown aren't you? Ignorant fool taking automated information as fact when it is factually incorrect. Forward is not 7.5%. About as intelligent as the kafkaclown posts that VZ had bought into VOD.
Guess again. I didn't forget to mention anything. Lets talk about T's earnings..... as well as the 20B in debt T will be assuming from DTV and that new dividend expense on all the new T shares issued.
Still in the black as the market isn't recognizing the value in the strategic triple play positioning with top quality products Colao is piecing together. TV bundling isn't going to provide much margin going forward. The margin will be in the ultra high speed bandwidth business via fixed line fiber/fiber hybrids and mobile. Net neutrality will dictate as much. Mark it.
Interesting to bring up VOD in response to the logic buster of your $17 stock price argument. [chortle]
That would be an assumption earnings aren't hammered and the dividend not cut. If the price is $17/share then you can bet your backside the dividend was cut.
Yep. A true bargain. Unlike buying a satellite TV market which is flat lining in growth and new market entrants (such as VZ recent announcement of OTT) will bring down pricing power and margins significantly.
That is garbage posting. Take a hard look at cash being put to work and the recent acquisitions that have not been accounted for in cash flow. Immediate savings just in data backhaul expense VOD was paying to third party data transmission providers. Then VOD will have a bundled package it couldn't offer before.....soon to be 4G across 92% of EU and its major markets will have fiber ISP as part of the triple play bundle. Actually, I have historic posting I could find for you in which I stated I want a piece of whatever company buys Vodafone but after looking at some of the actions of T's management I would only stay in T if Colao was placed as the head such a joined unit. Given the growing horsepower of Son and his positioning in 2.5-2.6 GHz markets I believe it might be a better fit if Son leverages his increased buying power via BABA IPO to buy a controlling stake in Vodafone (if not all of it).
VOD begins offering a triple play in the German market which has been its largest mobile market.
LOL. What is the cash flow after dividend expense for T? Why is VOD cash flow low for the next two years? How much cash does VOD have on hand? Misleading junk kafakclown. Classic garbage to someone who either doesn't know the facts or is merely trying to smear without full disclosure.
Maybe you can do some homework on T's new cash flow and dividend expense on the DTV acquisition. Won't take much defection of U.S. satellite TV subscribers to become a cash flow negative acquisition.