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Can anyone post the new speculation in the Telegraph about VOD being open to SELLING the UK business?
Vodafone raises prospect of abandoning Britain with Project Galaxy overhaul
Swedish investor Cevian Capital has been pushing the company to improve its performance
By
James Titcomb
7 February 2022 • 6:00am
Vodafone has opened the door to selling off its UK business as the FTSE 100 telecoms company comes under activist pressure.
The company has reorganised its Global Enterprise unit, which sells telecoms and IT services to large corporations, under the codename “Project Galaxy”.
Analysts said the move, which brings the sprawling division under the control of local country offices, would make it easier to merge or spin off units in the UK as well as other countries.
Swedish investor Cevian Capital has been in discussions with Vodafone executives about upgrading performance and improving its languishing share price.
The changes to the Global Enterprise division, first reported by the Mail on Sunday, took place last year, before Cevian’s involvement.
But analysts said that a country- by-country reorganisation could make it easier for Vodafone chief executive Nick Read to meet demands for higher shareholder returns through consolidation.
The company has been linked with a deal to merge its UK business with mobile network Three UK.
Karen Egan, of Enders Analysis, said: “This means they can be opportunistic. The UK is actually not that significant a
part of the value these days.
“Shareholders probably aren’t that bothered about whether it’s their home market or not.”
Narcus. Apparently they heard about me buying my phone from Tesco's!
141 could come this week!
Huge volume today so far
Bit puzzled by the slow walk up in price following a slew of upgrades 160p 180p 200p plus etc. Assuming held back to let shorts out.
Thought it would have punched through to 150p and beyond by now but still nice up 25% in the last few weeks.
Nice dividend dropped in last week too. Try and get that in a bank.
Mary I guess that you haven't held VOD for long?
Take it from me & all the other long term holders of VOD, this is the one share you can have that flatters to deceive, just ask Mikey (wherever he is today). For no reason whatsoever we could be back at 110 soon. Having said that even I am feeling a bit more optimistic here than normal. GLAll
"Bit puzzled by the slow walk up in price following a slew of upgrades 160p 180p 200p plus etc. Assuming held back to let shorts out."
Up 20% in a month, hardly a slow walk. To my mind, it demonstrates how Telecom stocks have been held down, with the big players deciding the timings for stock/sector price recovery. If you look at a 5 year chart comparing Vodafone to BT, Vodafone chased BT down and is now chasing them up.
https://www.google.com/finance/quote/VOD:LON?sa=X&ved=2ahUKEwiwsMWek-31AhUWgFwKHUHmD3UQ_AUoAXoECAIQAw&window=5Y&comparison=LON%3ABT.A
Vodafone is 5% higher, relative to BT over 5 years, but it demonstrates the underperformance is sector and not stock specific.
MaryBr190. I don't know if you are looking at a different share to the rest of us, but up 20% in a month as fleccy said is hardly a slow walk? As for broker upgrades, most have stayed the same? You sound a bit hard to please?
Bloomberg.com
Billionaire Niel's Iliad Makes Bid for Vodafone's Italian Unit
Iliad SA, the French carrier backed by telecom billionaire Xavier Niel, has made an offer for Vodafone Group Plc's Italian unit,...
Gary. If we go back to 1.10,there may well be a reason? Just because you can't see it, doesn't mean there is no reason? It is just not as simple as you would like it be? Glad you are optimistic though? that's makes a change?
Dan, if this goes back to 1.10, I will be the top moaner, but don't see any reason for that to happen right now, so let's just enjoy the ride, to infinity and beyond, rocket power yea