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Nadeem
Veteran Investor
Joined: 11 Jul 2004
Posts: 639
Cash Points ££ 13955.74
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 Posted: Mon Aug 29, 2005 2:20 am Post subject: VOD - Vodafone - Discussion Thread |
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Discuss views and news on vodafone here
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Vodafone launches 3G mobile in New Zealand
Vodafone Group launched its high-speed, third generation (3G) mobile service in New Zealand on Wednesday, looking to win back market share from Telecom New Zealand which began 3G services last year.
Vodafone said it was spending "hundreds of millions of dollars" on the network, which will service New Zealand's four main cities and 14 other regional centres.
The British cell phone giant already has 3G services in 14 other countries, out of a planned 27, with products including video calling, full track music downloads, 3D games and mobile TV.
"We take the best and all the learnings from our sister companies and that's one of the advantages of being in the group and halfway through the group to launch," spokeswoman Sarah Williams said.
Telecom NZ Chief Executive Theresa Gattung said in July that Vodafone's delayed 3G roll-out, which had been expected in the first half of the year, had given the incumbent telco an unexpected opportunity.
Telecom NZ is expanding its 3G network, which originally cost NZ$40 million (15.5 million pounds), to cover all main cities and towns by Christmas for an additional NZ$20 million.
The carrier has regained mobile market share with its early 3G network rollout in November, winning customers with services such as the walkie talkie-style push-to-talk and its Sprint handsets in the absence of a 3G competitor.
The Vodafone UMTS 3G network will operate at a slower average speed of 80-150 kilobits per second than Telecom's EV-DO technology's 300-500 kbps.
Telecom is gaining a greater share of new mobile revenue, accounting for at least 60 percent in the fourth quarter but still trails Vodafone, which has 55 percent of the overall mobile market.
"Telecom's 3G service is basically a data service, and it's very good ... I don't think Vodafone's going to necessarily take a lot of customers off Telecom's data service because that's going to stay pretty fast," said one analyst who did not want to be named.
"It's more whether they can convince the consumer market that video calls are a cool idea, then they do have an advantage because Telecom can't do that for a while."
Telecom's mobile data revenue rose 120 percent for the year ended June 30 to NZ$112 million, compared with mobile voice revenue's 5 percent rise to NZ$513 million.
New Zealand's NZ$2 billion mobile market is considered mature with more than 80 percent penetration, but Telecom believes competing 3G offerings will further stimulate demand.
Shares in Telecom, New Zealand's dominant fixed-line telco, last traded down 0.6 percent at NZ$6.18, having risen about 4 percent in the past 12 months. Telecom has underperformed the benchmark top-50's 21 percent rise. Vodafone shares have risen 22 percent in the same period. |
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Quinn
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Joined: 06 Feb 2005
Posts: 181
Cash Points ££ 2817.02
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| Posted: Mon Sep 12, 2005 2:27 am Post subject: |
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Wow I'm happy with my vodafone shares ! Just nudgign above £1.50 !
i think this stock price could easily get to £2 !
Its got everything goign for it !
I would add on any fall back to the 145p area/ |
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Guest
Cash Points ££ 15.00
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| Posted: Wed Nov 16, 2005 8:12 pm Post subject: |
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Why did vodafone fall about 20p yesterday ? 
Its now under £1.30, should I add ? |
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Sarah
Money Manager
Joined: 16 Jul 2004
Posts: 831
Cash Points ££ 12024.38
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| Posted: Tue Nov 29, 2005 5:25 am Post subject: |
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| Anonymous wrote: | Why did vodafone fall about 20p yesterday ?
Its now under £1.30, should I add ? |
Vodafone fell 11% because of the news from Japan -
The market was jolted on news that first-half core profit margins at Vodafone's Japanese division had fallen 6 percentage points to 21.7 per cent.
Even worse, Vodafone warned of a likely "further, significant reduction" in the year to March 2007, which it said would be the low point of the margin position in that country.
Arun Sarin, chief executive of the world's biggest mobile network operator by revenues, said the falloff in Japan had contributed two-thirds of a 1 per cent decline in group operating margins in the six months to the end of September.
However, Sarin said he believed the company had "turned the corner" in Japan, and was in the market for the long haul.
He said: "Japan is a strategic asset for the company. Customers there are very mobile-centric."
Many in the City remain unconvinced, however. Jim Wright, fund manager at the British Steel Pension Fund and a Vodafone shareholder, said: "I think there's no clear reason for Vodafone to remain in Japan. I think it's a drag on earnings, it's a drag on cash flow and a drag on sentiment."
In Japan, Vodafone's third-ranked Vodafone KK unit is battling against the twin might of arch-rivals NTT DoCoMo and KDDI.
Vodafone's shares closed down 10.9 per cent or 15.75p at 129.25p, even though the company revealed it had raised its share buy-back programme this year by £2 billion to £6.5bn, while increasing its dividend 15 per cent to 2.2p. The buy-back increase means the company will now return about £9.3bn to investors this year.
Vodafone's share price fall was its biggest one-day slump in three and a half years, and it was the top blue-chip faller in Europe. More than 1.6 billion shares changed hands.
During the first half, Vodafone's earnings before one-off items rose 6.2 per cent to £6.7bn on revenue of £18.3bn.
But the impact of a write-down following the sale of the company's Swedish arm meant headline pre-tax profits fell to £4.1bn, from £4.5bn a year earlier.
Sarin said Vodafone added ten million new customers in the half-year to take its customer base to 171 million, and believed it could double its 3G customer base - those using non-voice services such as the internet - to ten million by next March.
"Our peak selling season is just coming up. The idea that 3G customers will give us a higher share of their wallet is coming true," Sarin said.
Vodafone said average revenue per customer for 3G products had shown like-for-like growth at 10 to 15 per cent above the increase in more traditional mobile telephony. In addition, 3G generated more than 7 per cent of Vodafone's service revenues in September compared with 3 per cent six months before.
The group said its overall full-year revenue growth was likely to fall in the middle of its 6 to 9 per cent range outlined earlier this year.
Vodafone said that in 2007 free cashflow, mobile revenue growth and underlying mobile margins outside Japan would also be lower than in 2006, hit by increasingly competitive markets, customer promotions and regulatory price cuts.
Sarin said the mobile market in parts of Europe was close to "saturated". |
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Julie
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Joined: 27 Aug 2004
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Cash Points ££ 60.00
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| Posted: Thu Dec 01, 2005 11:27 pm Post subject: |
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So is it a good time to buy ? since its about 20% cheaper than it was a few weeks ago.  |
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Frugal
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Joined: 06 Feb 2005
Posts: 55
Cash Points ££ 84.96
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| Posted: Mon Dec 05, 2005 5:35 am Post subject: |
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Vodafone is still tumbling lower now just £1.22 !!!
Definetly not something to buy ! |
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kali
Stranger
Joined: 06 Feb 2005
Posts: 11
Cash Points ££ 60.00
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| Posted: Wed Dec 14, 2005 12:18 am Post subject: |
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Up at 128p
Ive got £3k in a select isa and need to invest. Thinking of putting £1k into Vodafone and £1k into morrisons. |
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cashman
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Joined: 01 Oct 2004
Posts: 49
Cash Points ££ 140.00
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| Posted: Tue Feb 28, 2006 5:39 pm Post subject: |
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| Vodafones fallen so much, its got to be near a bottom soon ! What do you think ? £1 a share a good time to buy ? |
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Wade
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Joined: 17 Feb 2005
Posts: 185
Cash Points ££ 2569.94
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| Posted: Mon Apr 17, 2006 4:40 am Post subject: |
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The press is rife with talks that Verizon buying out VOD's USA interests
And theres also talk of a 150p per share buy out by CVC Capital Partners.
Anyone views ? |
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Wade
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Joined: 17 Feb 2005
Posts: 185
Cash Points ££ 2569.94
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| Posted: Wed May 10, 2006 2:26 am Post subject: |
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Wow vodafone fell £5p today ???
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Okay the news is -
value gap of $12bn has opened up between Vodafone and Verizon Communications over the pair's US joint venture, Verizon Wireless, America's number two cellphone network.
The two firms have made initial contact about a sale of Vodafone's 45pc stake to Verizon. The US firm has placed an indicative $38bn (£20bn) price tag on the Vodafone holding. However, Vodafone has told its American partner it values the asset at $50bn and Arun Sarin, the Vodafone chief executive, has rejected Verizon's initial advance.
Arun Sarin: no to Verizon Comm’s initial advance
A sale of the Verizon Wireless holding would confirm the death of Vodafone's global ambition to become the Coca-Cola of mobile. Mr Sarin recently sold its ailing Japanese operations.
Vodafone has faced calls from shareholders, including Standard Life, to exit the US and make a huge cash return.
It lacks management control and a brand presence in the country, and Verizon Wireless deploys a different technology to the GSM standard used in Vodafone's core European operations.
Verizon Comms chief executive Ivan Seidenberg has indicated that the acquisition of Vodafone's stake is a top priority. Earlier this month he told reporters the matter was "in Vodafone's court", adding: "Vodafone is fully aware of our position."
Pressure on Mr Seidenberg has intensified since AT&T's $67bn (£38bn) agreed offer for Bell South.
John Tysoe, managing director of telecoms consultants, The Mobile World, said: "That acquisition gives AT&T full control of Cingular [the biggest US mobile network] and raises the stakes for Verizon again because it would give AT&T full control of a highly valuable asset.
"No one really wants to have a 45pc minority partner, especially one as big and powerful as Vodafone, which has several agendas of its own. But then there is no way Verizon can compel Vodafone to sell."
A retreat from the US would trigger a huge tax liability for Vodafone, which could be partly offset by Verizon handing back its minority stake in Vodafone Italy to the Newbury-based company.
The template for such a deal was established in early 2003, when, just months into his tenure, Mr Sarin attempted to buy AT&T Wireless for $38bn.
The bid failed, but highlighted Vodafone's strategic problem in the US, where it has also seen a lucrative dividend agreement come to an end. Mr Sarin has struggled to regain the trust of investors since the AT&T Wireless debacle and has only just recovered from a boardroom spat that saw his predecessor Sir Christopher Gent - the architect of Vodafone's global empire - quit as life president.
In contrast to western Europe, where mobile penetration has reached close to saturation point, only seven in 10 Americans own a cellphone. |
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Quinn
Saving Enthusiast
Joined: 06 Feb 2005
Posts: 181
Cash Points ££ 2817.02
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| Posted: Sun May 14, 2006 4:51 pm Post subject: |
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Hey Wade, heres some news for you on vodafone and the verizone offer 
INVESTORS and analysts told Vodafone, the mobile giant, yesterday not to undervalue Verizon Wireless, its American business, after condemning a $38 billion (£20 billion) offer from its joint venture partner, Verizon Communications, as too low.
David Cumming, head of UK equities at Standard Life Investments, one of Vodafone’s biggest shareholders and one of the most vocal backers of an American sale, said that the offer was not enough.
“Although we are supportive of Vodafone selling out of Verizon, the indicative price of $38 billion is far too low,” he said. His comments were echoed by analysts, including Christian Maher at Investec, who said that Vodafone should hold out for a minimum of $50 billion for its 45 per stake in Verizon Wireless.
Any exit from the United States, analysts said, could bring with it potential big long-term downsides, including over-exposure by the company to its key European markets, where growth is under pressure because of fierce competition and pricing.
Verizon has made no secret of its wish to buy Vodafone’s stake in its Verizon Wireless mobile venture and, after consistent underperformance, some shareholders have heaped pressure on Vodafone to sell. Although the mobile giant has indicated its willingness to consider a sale, it has underlined hurdles such as the triggering of a £4 billion capital gains tax liability. |
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Wade
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Joined: 17 Feb 2005
Posts: 185
Cash Points ££ 2569.94
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| Posted: Tue Sep 05, 2006 12:08 am Post subject: |
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| This stock is crap had enough selling out ! |
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Sarah
Money Manager
Joined: 16 Jul 2004
Posts: 831
Cash Points ££ 12024.38
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| Posted: Thu Sep 21, 2006 3:05 am Post subject: |
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