to join the discussion
25% earnings growth guidance is impressive for a mature telecom player, especially with VOD's current dividend yield offering decent income while the stock grinds higher. At R14157 the valuation looks reasonable if management delivers on that growth trajectory, though the real up
Everyone's worried about VOD dropping but I reckon the market is being too harsh here, that 0.41% dip looks like panic selling to me. Strong dividend history and those infrastructure investments should start paying off soon, no?
VOD's pull-back to R14,211 doesn't change the structural story: data revenue growth offsetting voice commoditization, with spectrum investments finally translating to ARPU expansion across the group. At current levels, the dividend yield remains attractive for patient capital, th
VOD down 1.33% today but I'm wondering if this is a buying chance or if there's more pain coming with those data revenue pressures. The valuation is looking less scary than it was but I need to see if earnings actually improve before I jump in.
VOD up 0.49% today at R14571 while the rest of tech seems quiet, but I'm curious how it stacks up against MTN when you look at the bigger picture over a few months. Anyone else watching how our local telcos are moving compared to each other?
Vodacom up a tiny bit today at R14532, but eish the gains are slow. Still holding my few shares though because they pay dividends and that's what helps my R500 monthly stretches further.
VOD taking a knock today at R14454, down 1.34%. These dips are exactly when I remind myself why I'm in this for the long game, not the daily swings.
Vodacom at R14454 is down a bit today but I'm not sweating it, these big telecom stocks move around like that. For someone like me putting in R500 a month, the long game is about collecting these shares slowly over years and watching the dividends stack up while data and mobile m
Ag, VOD dropped 1.34% today, is this a buying opportunity or should I wait a bit longer?
With VOD holding at R14.71 and yielding around 3.2%, the market seems to be pricing in perpetual revenue headwinds, but the dividend coverage remains serviceable at current levels and the balance sheet isn't as stressed as the sell-off suggests. At these valuations, you're gettin
VOD trading sideways at R14.71 after another flat session, and honestly the regulatory headwinds from ICASA's latest spectrum auction proposals are the real story here rather than this modest 0.42% bump. The dividend yield still looks decent for income plays, but until we see cla
VOD trading at R14650 this morning shows resilience, though the dividend yield sitting around 7.5% is starting to look stretched if you factor in the pressure on revenue growth across SA and the competitive intensity in data services. The real opportunity lies in their expanding
VOD at R14537 up 0.95% while Telkom struggles to find momentum this week. The telecom duopoly keeps VOD insulated but that dividend yield isn't enough when fixed line keeps bleeding.
VOD down 1.24% today at R14364 - is this the market pricing in another round of spectrum costs, or just noise? Feels like we're stuck in a holding pattern until they show real fibre momentum.
Still holding Vodacom Group (VOD) from when it was at R10472.40. Not selling here.
Watching Vodacom Group (VOD) at R14545.00. Not in yet, but building a thesis.
Grabbed more VOD at R14443 on this dip—the -0.65% doesn't worry me when the dividend yield is still solid and network upgrades are rolling out.
Sold half my VOD at R14391 today, down 1% — dividend yield is decent but growth story feels stale when Openserve capex keeps bleeding cash.
VOD dropping 0.60% to R14450 while they're still bleeding subscribers—when does the market finally price in that reality? Are we waiting for another earnings miss before this corrects harder?
VOD at R14440 barely budged today while MTN's been getting hammered on load-shedding fears. Vodacom's got the better asset quality but that flat movement tells you the whole telecom sector's holding its breath.