Son will have the financial power to take on VOD IF he decides to cut his stake in Alibaba. Roughly 50% of BABA to fund the cash portion of a cash and stock bid for VOD. It would all make great global footprint touching all major markets with the exception of China. All would operate on same 2.6 as well. Japan operations were former Vodafone they sold to Son/SFTBY and Sprint has the same with a good tie up potential. Mobile banking/virtual wallet is a sleeping giant. VOD has good pedigree in this market and I want exposure to any U.S. M&A that would bring the VOD banking/wallet platform to the U.S.
LOL. No you haven't. Wow. I wasn't so sure but now considering redjon as another ID of Kafka because that ID was as ignorant.
One can see it easily as the transition of post history moves from one to another ID. See Kafka refuses to answer a simple question. U.S. or U.K. Kafka?
That is worse than Time Warner accepting a bid from AOL. TMUS and DISH both have STD problems. One with horrible STD needing a lot of treatment - a network needing serious cash to cure the infrastructure problem and the other with a decent network about to get ravages - HIV about to become full blown AIDS with the onset of IP TV.
That will be small in comparison to the impact of cratering revenues/profits with DTV purchase exposing T to a failing competitive moat. DTV=AOL rerun. Satellite TV going the way of dial up internet.
Where are you finding this forward yield dolt? Automated websites have inaccurate calculations because the uneven dividend amounts are paid twice a year. Shows you ineptness and/or laziness. Do some proper DD for once.
Guardian should take some notes from Beans_meanz_heinz poster about upcoming Scottish vote and the polling instead of pulling one out of their backside.
Interesting discussion of its impact on £ as I've read one piece that if the Scots leave then they might still use the £. Lots of moving parts. Could be an interesting week ahead with iPhone 6, Sprint hinting at some impacting announcement, Scottish vote and who knows what else might raise its head. That Liberty Global discussion really has me scratching my head why someone claiming to be an analyst would even bring them into VOD discussion of a suitor for VOD the "mobile carrier".
Top of the line technology products being put in place. Not only will it attract new customers but the bundling of top of the line products will reduce churn. "we doubt the extra billions Vodafone has spent, and will spend, will boost its value prospects anytime soon." Its allocations of capital may not highly impact those within those two cycles because the very products won't be completely rolled out in those two periods. The fact that allocations of capex are in place to present best of breed products make VOD stub attractive to suitors, of which Liberty Global should even be mentioned. Very strange report Nige.
First problem with their reasoning is Softback merging Sprint with T-Mobile would limit ability to actually take a swipe at VOD. That should be a positive and not a negative. Second reasoning, bundling positioning will reduce churn. Colao is no idiot and will demand accordingly. What in the world is Liberty Global even mentioned for in the reasoning? Nobody ever mentioned Liberty in VOD bid. VOD is no longer a mobile only provider and has moved into fixed line markets with solid fiber asset purchases for ISP and TV with its mobile for triple play. Liberty couldn't launch a bid without a mountain of antitrust problems because of many overlapping markets.
Bonus news at end might be some of the reasoning for the medium term bond prospectus. Would think VOD wants its tax fight in India solved prior to any big auction bidding.
You just talked to me Einstein. Obviously a multi ID poster because your level of intelligence is on par with Kafkaclone and lap dog.
Still waiting for your answer silly man. U.S. or U.K. so I can prove your accusation wrong that Nige and I are the same person. What is your answer Sherlock?
Estimates are all over the board with the acquisition impacts varying among analysts. It is a SWAG. I understand the yield better than your ignorance of quoting an automated 7.5% yield when that is completely incorrect.
Should be interesting if the hype meets expectations or if it is just marketing hype like the TMUS plans that have a lot of fine print that is key info.
How many IDs are you sporting Chico/lap dog/kafkaclone/smalls spoof ID/et al? I only post under one ID. Still waiting on you to answer where I live if Smalls and Nige are one person using two IDs. U.S. or U.K. residence? Simple question you seem to struggle to answer.
DISH is scrambling like AOL was trying to find a way to survive the death of dial up. Go read some past statements by Dish's Ergen and you would find he has noted satellite is in a losing position for the future. DTV has to be thankful someone is stupid enough to get in bed with the STD carrier. An AOL-Time Warner rerun of sorts just before dial up died.
The only way I've found to access them is do a search engine search for "yahoo message board vodafone" once linked in you can jump around message boards. I have same issue as you. Maybe someone else can give a better way.
Stinking Yahoo. Still waiting several days now for your sleuth skills, accusing Nige and I to be one person, to answer where the supposed single person resides. Simple two choice answer. U.K. or U.S. Which is it spoofer?
Will bring up the old comment posting about Colao's position.
smalls_62 • Jul 21, 2014 12:59 PM Remove
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My guess is something on the PT balance sheet scares Colao / PT is dead money OR If PT doesn't have much of target assets (fiber) in Portugal as a whole, then there isn't much of a reason to buy PT when you can cost share the target asset of fiber. I don't know as I haven't explored PT financials but this agreement might be more a positioning for the catalyst to get through local regulators stifling VOD fiber deployments. Sometimes red tape can magically disappear for the right people. PT might be in a better position to bust through red tape than if VOD bought them out. Just some thoughts.
Remember Colao made the comment "“If smaller cable companies were available for sale we would look at them,” Colao, 52, said in an interview after attending an event in Lisbon. “If they are not available for sale, we’ll build fiber in their areas and then we will see.” Bloomberg March 26, 2014 from the article titled " Vodafone Open to Acquisitions in Portugal, CEO Colao Says". I'd guess PT figured out really quick they should work with Vodafone instead of against. Takeover could still be in the works for all we know.
Fastweb not wanting to play ball resulted in “If they are not available for sale, we’ll build fiber in their areas and then we will see.” This fiber build will reach approximately a third of Italian homes. Colao wasn't bluffing. Fastweb should have sat down at the table.