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15-05-2019, 07:12 PM
#2151
Member
Originally Posted by Beagle
Heaps more fees for Morrison and Co...a casual observer might be forgiven for being more than a little cynical after their recent $100m fee plunder and wonder why that isn't more than enough already. I think they get the cream and shareholders are left with skim milk.
Skim milk is full of protein for body building, the fat will just sit around keeping you warm until it is used up!
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15-05-2019, 08:05 PM
#2152
I reckon IFT could boost Vodafone into the #1 in all telco categories, though it's not something I'd speculate on at this point in time but as the process evolves and gets closer to a ComCom decision, it might pay to have some dry powder ready, or a finger on the sell trigger. Either way I'll let the process unfold before picking sides. Too many moving parts to take a position at this stage.
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15-05-2019, 08:16 PM
#2153
Originally Posted by Baa_Baa
I reckon IFT could boost Vodafone into the #1 in all telco categories, though it's not something I'd speculate on at this point in time but as the process evolves and gets closer to a ComCom decision, it might pay to have some dry powder ready, or a finger on the sell trigger. Either way I'll let the process unfold before picking sides. Too many moving parts to take a position at this stage.
Jeez if Sparks sports thing us a dude and Vodafone go to #1 I don’t think I’d want Spark shares.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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15-05-2019, 08:46 PM
#2154
Originally Posted by winner69
Jeez if Sparks sports thing us a dude and Vodafone go to #1 I don’t think I’d want Spark shares.
Me either, but I reckon Voda under IFT would revert to getting the basic telco stuff right first, and quickly, then look at value added. [disc: a happy Voda customer for a long time and have no complaints]. Plenty of room to improve though, might even cost a few bob to rationalise the disparate Voda systems that they've acquired and cobbled together.
All good though, a solid base to develop and grow. After that it's content, or maybe not, Spark could come a gutser with entering the content market if they fail to delivery the RWC perfectly, that'd spook investors. There's so many moving parts here, but a sea change in ownership and business strategies, assuming ability to execute, may signal a shift for investors.
Finally the telco sector is getting interesting again and we'll be able to put a bob each way on the big incumbents.
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17-05-2019, 08:48 AM
#2155
Originally Posted by winner69
About 70 cents for every share so something like a 1 for 7 at 4 bucks
Got the 4 bucks right
But seem to be allowing $100m for new investors if I read it right
”When investors are euphoric, they are incapable of recognising euphoria itself “
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17-05-2019, 11:25 AM
#2156
Next year EBITDAF earnings looks like 15 cents per share higher than this year taking into account new shares issued with cash issue.Not too shabby.
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17-05-2019, 12:23 PM
#2157
Vodafone issues today in Hawke’s bay I have been told. Anyone else having issues?
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17-05-2019, 02:17 PM
#2158
Originally Posted by kiora
Next year EBITDAF earnings looks like 15 cents per share higher than this year taking into account new shares issued with cash issue.Not too shabby.
lovely cash flow coming
one step ahead of the herd
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17-05-2019, 04:30 PM
#2159
Originally Posted by bull....
lovely cash flow coming
Agreed.Its a whale of a deal.Just need to get the cheque book out to take up my entitlement.Cum dividend as well
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18-05-2019, 10:36 AM
#2160
Originally Posted by Baa_Baa
Me either, but I reckon Voda under IFT would revert to getting the basic telco stuff right first, and quickly, then look at value added. [disc: a happy Voda customer for a long time and have no complaints]. Plenty of room to improve though, might even cost a few bob to rationalise the disparate Voda systems that they've acquired and cobbled together.
All good though, a solid base to develop and grow. After that it's content, or maybe not, Spark could come a gutser with entering the content market if they fail to delivery the RWC perfectly, that'd spook investors. There's so many moving parts here, but a sea change in ownership and business strategies, assuming ability to execute, may signal a shift for investors.
Finally the telco sector is getting interesting again and we'll be able to put a bob each way on the big incumbents.
Agreed, it's worth noting that customer satisfaction is an ongoing issue with Vodafone NZ. They've taken out the wooden spoon three years running in Consumer NZ’s satisfaction survey, telco customers rated Vodafone last for both mobile and broadband services(https://www.consumer.org.nz/articles/telco-providers.) Plenty of scope for Vodafone to do the basics better.
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