Hi all just looking on law share chat and it looks like this merger between EE and Vodafone is going to be announced in next few days.
Hopefully this will result in gains as a shareholder.
Either way ex dividend date tommorow we’ll see what happens to the sp on Friday
It’s Three and Vodafone looking to merge not EE.
We might get a slight bump but it will be a while before we might get a good bump as the deal will have 3 big hurdles to overcome before it can happen,
1, OFCOM will have to approve it first.
2, Government have to decide if they will allow the deal under NS&I act
3, CMA have to approve it too.
So the deal could fail under any of the 3 above so even once announced it will have much more hurdles to clear before investors feel confident in the deal.
Good points no idea why I put EE lol definetely meant Three.
I think one of the points that is worrying the markets and investors over this is that until details are released no one knows how much debt it will have, especially given that Vodafone is only getting 51% yet Vodafone UK is valued significantly higher than Three UK are so that will be the bit that the markets and investors will be looking at as currently it looks a very healthy deal for Three UK but not so much for Vodafone UK
Shares have gone ex-dividend today and are taking another kicking.
I bought 1k worth about 7 weeks ago and I’m down 18 %
Ah well, that’s life pussy cat 
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All shares take a kicking on ex-dividend day so no big surprise.
I suspect that is why if the merger goes ahead that Vodafone wants it after today to try and bring the price up again.
Welcome to the club DogTod.
Whenever I look at my Vodafone shares I always think wow that’s a low price surely this is the bottom, but no they always surprise me :).
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Here is a nice piece on the merger and also has some interesting views from a telecoms lawyer.
I have to say that I really thought Vodafone had dropped to its lowest and today it dropped at one stage to 0.7293p a share.
So far the new CEO is not doing well, she seems to talk well but so far has not produced anything meaningful.
Wouldn’t surprise me if larger shareholders don’t call for her to go soon as well and maybe even want a new chairman.
I also think its about time Vodafone gets their act together over the Three merger as its gone on way too long, we all know its a helpful deal for Vodafone but not a must do deal for Vodafone like it is for Three, its about time Vodafone says this is the deal take it or leave it and then either do the deal or walk away as even without a deal it will benefit Vodafone they can concentrate on other ways to improve the business.
I like to look at businesses in the real world to see what the future holds when the results come through.
I live in a busy and reasonably affluent part of Belfast and very near a shopping centre that has three mobile shops inside.
O2: good site within mall, lots of handsets on display, lots of offers in the window, handful of staff, usually engaged with customers.
3 : decent site within mall, much smaller shop, smaller range, much less staff and customers.
Vodafone: site in mall is furthest from main entrance. Small and badly lit. Very few handsets to demo. (Mostly plastic ones or empty displays). Window display is a mess (signs leaning on window from the floor!) Handful of staff but rarely any customers.
I am in that mall 4/5 times a week and its the same story all the time.
So…just my observations, and in fact I use VOXI ( a cheap vodafone tarriff) and its very good, but I dont see Vodafone winning the race for new business anytome soon.
Not sure that stores are a good indicator these days, and the one you mention is not replicated around the country. I, for one, have not been in a physical phone store for years as I get my mobiles online. Vodafone are competitive as they supply my broadband, telephone, and the family’s 3 mobile plans.
Just giving my observation.
Certainly not a rounded view of the market, but every observation is telling of something 
Wasn’t a criticism, Bob. There is obviously something not right with Vodafone, hence the poor performance.
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Have to say if it keeps nose diving currently 71.97 I might top up when we get into 60’s price range
Hi All , hope all are well. What’s the general opinion, sell before drops further? I expected the new CEO would initiate a recovery trend , but it’s getting worse by the day.
Personally I am holding mine as it is still a good dividend payer.
Also the way i see there are three scenarios
1, the new CEO actually starts doing something good, (she needs to speed it up as she seems slow to implement things so far) as she has been acting and full CEO for over 6 months and so far no progress of any value
2, shareholder will revolt and get rid of her and possibly the chairman (someone outside of Vodafone would have been better in my opinion as they are more likely to do what is needed)
3, given the price even with a healthy premium it could be taken over as it would be a good cheap investment considering the assets it holds
But thats just my opinion personally
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Just come across this story.
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Hi all. Am I right in assuming these drops are due to the low Earnings forecast for 23?
Right now I’m in the I’ve lost too much money to sell and don’t really need the cash.
As a dividend share it is incredibly cheap, also the upside suggest great growth when they sort themselves out.
The question is do we buy more?
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Yes, and there isn’t much positivity on the forecasted assumptions.
If you should buy more is entirely up to you and your circumstances.
Personally I have done a little top up but things to consider is yes the dividend is fantastic but no guarantee it will stay at that level, me personally I am hoping it stays as it is but wouldn’t be surprised if it went down 30-50% but again I would be happy for that if it reduces debt.
With regards to the merger that may or may not come off it depends on how good they sell the deal to the regulators so potentially good news but will take years for that to add to the bottom line and market has not really moved since the announcement which leads to me thinking unlikely market will get interested in that until it clears all the hurdles.
So for me I feel its an ok risk to reward but remember its going to be a medium to long term reward to get anything decent back.
DYOR
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