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20-06-2019, 03:01 PM
#2201
Member
It has gone EX div today I am wondering if div includes those shares from the placement?
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20-06-2019, 03:08 PM
#2202
Member
Originally Posted by longy
It has gone EX div today I am wondering if div includes those shares from the placement?
Yes, given those shares were issued on the 18th
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21-06-2019, 12:17 PM
#2203
My partner has had a few interactions with Vodafone lately about sorting out broadband at a new house. They were so incompetent, and she is pretty patient. If IFT can sort out Vodafone's customer service problems then maybe this takeover will all be worthwhile, for Voda, for shareholders and for the NZ public.
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21-06-2019, 02:14 PM
#2204
Originally Posted by mikeybycrikey
My partner has had a few interactions with Vodafone lately about sorting out broadband at a new house. They were so incompetent, and she is pretty patient. If IFT can sort out Vodafone's customer service problems then maybe this takeover will all be worthwhile, for Voda, for shareholders and for the NZ public.
I find that most of the companies I deal with have call centres from overseas, which I struggle to understand. I have not dealt with Vodafone, so cannot comment, but Spark call centre person was utterly difficult to understand, I think the call centre was in Malaysia. It may cost more to hire kiwis, but imagine a call centre that understood kiwis.........?
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21-06-2019, 07:56 PM
#2205
Member
Originally Posted by Ggcc
I find that most of the companies I deal with have call centres from overseas, which I struggle to understand. I have not dealt with Vodafone, so cannot comment, but Spark call centre person was utterly difficult to understand, I think the call centre was in Malaysia. It may cost more to hire kiwis, but imagine a call centre that understood kiwis.........?
Trustpower, you can even have a yarn about the weather.
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09-07-2019, 01:36 PM
#2206
"Brookfield’s Australian targets this year include Healthscope, the country’s second largest health operator, which it acquired in a $4.35 billion deal.
It is set to sell its $1 billion half share in Genesee and Wyoming Australia to joint-venture partner Macquarie Infrastructure and Real Assets and has also struck a deal with
Infratil to buy Vodafone New Zealand for $3.2 billion."
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11-07-2019, 09:43 AM
#2207
Infratil cleared to buy Vodafone NZ
https://www.nzherald.co.nz/business/...ectid=12248537
cool , ill dwell on the future of nz telcos while im out fishing today
one step ahead of the herd
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23-07-2019, 07:51 PM
#2208
So a nice meeting in Napier tonight.
Interesting to hear that Tim believes the company could be worth north of $5.50 if they put all of Infratil's assets on the market and paid off debts. So that was some assurance. Otherwise it was business as usual and great things on the horizon.
IFT believe that Vodafone and Spark will unite to put 5G together for NZ otherwise it would be very expensive. What was quite interesting was there comparison of 4G and 5G. The slide was sort of showing us the size of the Earth as 4G and the size of the Sun was 5G in limitations. When 5G happens expect we could expect big things, Tim indicated. Otherwise they mentioned they were most likely not going to change the basic ways how Vodafone works (if they end up owning it), but how they will offer existing customers other add ons. The indication I had was that IFT will leave more money into it rather than strip it purely for dividends.
Canberra Data Centre seems to be ticking along quite nicely with contracts already in for leasing, so their major problem was constructing them, as the leases were already signed.
The Retire Australia I was not too sure about as Tim mentioned they (all Australian retirement sectors) had some bad rap in the media and house prices were lower which in turn affected their return. But he remained positive for the future.
Longrun was ticking along nicely with future programs in place which will be done when it suits them.
The assets which IFT have sold will be used to inject into Vodafone as the company needs investment. IFT are very happy with the Vodafone management.
They spoke about a few other things, but the brain can only retain so much information.
Last edited by Ggcc; 24-07-2019 at 08:57 AM.
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23-07-2019, 10:49 PM
#2209
Originally Posted by winner69
Rumour has it RetireAustralia getting closer to being hocked off.
I'm not sure about this now.More likely,it has just gone through a consolidation period.Now looking to turn it around & building 300 units/year & adding care facilities.Margins didn't seem that great though.Vacancies had increased to 10% but hopefully starting to see light at the end of the tunnel.
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24-07-2019, 12:02 AM
#2210
Member
Originally Posted by Ggcc
So a nice meeting in Napier tonight.
Interesting to hear that Tim believes the company could be worth north of $5.50 if they put all of Infratil's assets on the market and paid of debts. So that was some assurance. Otherwise it was business as usual and great things for the horizon.
IFT believe that Vodafone and Spark will unite to put 5G together for NZ otherwise it would be very expensive. What was quite interesting was there comparison of 4G and 5G. The slide was sort of showing us the size of the Earth as 4G and the size of the Sun was 5G in limitations. When 5G happens expect we could expect big things, Tim indicated. Otherwise they mentioned they were most likely not going to change the basic ways how Vodafone works (if they end up owning it), but how they will offer existing customers other add ons. The indication I had was that IFT will leave more money into it rather than strip it purely for dividends.
Canberra Data Centre seems to be ticking along quite nicely with contracts already in for leasing, so their major problem was constructing them, as the leases were already signed.
The Retire Australia I was not too sure about as Tim mentioned they (all Australian retirement sectors) had some bad rap in the media and house prices were lower which in turn affected their return. But he remained positive for the future.
Longrun was ticking along nicely with future programs in place which will be done when it suits them.
The assets which IFT have sold will be used to inject into Vodafone as the company needs investment. IFT are very happy with the Vodafone management.
They spoke about a few other things, but the brain can only retain so much information.
Nice work. Thanks very much.
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