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CapMar. How do I access this RARE alert on Betaville? Thanks.
I think it does not mean anything one way or the other, but the whole telecom sector across the board is ripe for m&a, vod included.
I'm guessing the fact that Vodafone hasn't yet put anything out to scotch this Betaville rumour, despite the obvious effect it's having on trading volumes, suggests it isn't complete BS. I wouldn't want to be out of this over the weekend!
There's a RARE alert for Vodafone up on Betaville now - wasn't there earlier today.
Thanks fleccy
I shall read it up over the weekend.
It might help me and anyone who is still not sure what does trading terminologies mean.
Have a great weekend.
Let's hope we get pushed towards 75p sometime next week or even better that we get a rns confirming the sale of their Italian telecom assets.👍🙏😉
NOFEAR if you're interested in On Exchange vs Off Book, these charts may interest you:
https://docs.google.com/spreadsheets/d/e/2PACX-1vQ49B8X4hFFdtXb6WUx45CDRcgMt5FBglgZCFc5UnApKRpOX8cznaVjvfKeIWdC6xr70q5wCbdhpFe7/pubchart?oid=570999884&format=interactive
https://docs.google.com/spreadsheets/d/e/2PACX-1vQ49B8X4hFFdtXb6WUx45CDRcgMt5FBglgZCFc5UnApKRpOX8cznaVjvfKeIWdC6xr70q5wCbdhpFe7/pubchart?oid=2070430100&format=interactive
15,595,633 @69.40p at 13:28:28 gmt
15,595,633 @69.40p at 13:28:28 gmt
Both are off-book
The two trades above are shown on the Vodafone London Stock Exchange at 12:28:27 gmt whilst on the ADVFN website as 13:28:27 possibly due to ADVFN quoting the European time difference of +1hour from Gmt UK time.
25,144,026 @69.40p at 12:48:49
25,144,026 @69.40p at 12:48:47
Both are off-book
The two trades above are shown on the Vodafone London Stock Exchange at 11:48:27 gmt whilst on the ADVFN website as 12:48:27 possibly due to ADVFN quoting the European time difference of +1hour from Gmt UK time.
Check these trades guys.
On the ADVFN it showing up those trades as Sell transactions.
Disable or pause your ad blocker so that you can see the trades recap with 15 minutes delay.
https://www.londonstockexchange.com/stock/VOD/vodafone-group-plc/trade-recap
As you know guys we had a massive amount of trades showing up later on the day which were shown mostly as Sells.
However, what's really going on?
Could be some sub 0.50% shorts trying to close their hidden from the public shorts positions?
He's fishing with the spelling errors. so dont bite.
English as his first language or he’s been on the crack pipe when he posts
Trouble is - this rumour doesnt even appear on the Betaville website - so its a rumour of a possible rumour - nothing to see here -move on!
- if you had 1000 shares in Vodafone and the takeover (via a merger) valued the company at £1 per share you'd have £1000 worth of shares in the new company.
- if the new company share price is £4 per share you'd have 250 shares in the new company.
One huge thing to consider if the below scenario happened - no way the new company would pay the divvy that Vodafone has been paying - it will be less than half.
I am considering trying to average down below 100p to perhaps come out of this takeover scenario even...
""- if you had 1000 shares in Vodafone and the takeover (via a merger) valued the company at £1 per share you'd have £1000 worth of shares in the new company.
- if the new company share price is £4 per share you'd have 250 shares in the new company.""
Direct line group had a possible bid a few days ago cash/shares equivelent to 233p - share price topped out at 209..now back to 205... so I dont think you would see full price if a rumour of 100p started - you might see 90-95p in that 100
Yeh - but any bid is bound to be share/cash split in favour of shares - no telecom company has that amount of cash lying around or willing to take on more debt at current interest rates
Learning how to spell would be a good thing.
I were hoping them too loosers wood get me baned but it ain't hapened.
I is waisting to much tyme hear so bein baned wood be a goode thing.
Not sure why this is confusing? If there is a £1 offer for Vodafone, the trading price in LSE will also go to about that level (probably slightly lower given uncertainty re the transaction actually happening). Assuming you bought at £1.40 then you would be underwater. At this point you can sell and take the loss or keep your shares and wait for a number of scenarios to transpire.
Thanks better..yes it means they will adjust the number of share holding in the new company to reflect the new price.
The article talks about a merger valuing the company at 100-105p/share. If that happens you'd get shares in the new company worth equivalent of that price times your holding. It would be up to you if you hold, sell or buy them, but you'd in effect have shares valued at 100-105p/share. For example:
- if you had 1000 shares in Vodafone and the takeover (via a merger) valued the company at £1 per share you'd have £1000 worth of shares in the new company.
- if the new company share price is £4 per share you'd have 250 shares in the new company.
- up to you if you buy, sell or hold them.
I hope that helps.
Ok thanks lets say they buy vodafone at 1.25 p and my holding is at 1.40 p average. My question is about the value of my holdings, the sp will be reflected upwards? best.
I don't understand your point about dilution. It is worth what someone is prepared to pay for it.
Yes but it means that as a shareholders there will be some form of dilution?
According to this website there haven't been any shorts since March 2022 so I don't think it has been heavily shorted.
The article I posted pointed out that:
- French shipping firm CMA CGM offered £4.50 a share for Wincanton, a 52% premium on the share price at the time of £2.97.
- They then upped to £4.80, that's a 62% premium.
- Then a US company offered £6.05, a 104% premium!!!!
- Curry's currently has a bid that values it at 42% more than the market did.
We could see a similar situation here so I don't think £1.40 is completely out of the question. But they'd have to be more than one serious bidder.
Probably £1.25 unless the larger shareholder steps in with a significant offer, anything possible …..