where to from here? , page-6

The capital required to get Voda/HTA up and running again is immense. The investment in 4G alone to get a decent network up and running is probably around $5B.

Vodafone have huge capital requirements over the next 3-4 years to roll out 4G across Britain Europe and many other countries.

Question is why spend $5B in Australia and still possibly lose money when you can spend it overseas in a country that is doing well?

Next Question, where will Voda get all of its cash to upgrade the networks overseas under the current capital constrained markets?

I think Vodafone/HTA will be sold, and the cash used to fund 4G overseas..

Is HTA cheap?
maybe maybe not...

I think at some point it will be sold, and holders should get a significant gain should a takeover occur..

I think there is still more bad news to come.

Lots of people who signed up with Vodafone 2 years ago with the iPhone 4 are ready to move to the iPhone 5

Voda does not have a 4G network making voda look even more inferior.

Figures to be released in Jan 2013 will probably still be pretty average, possibly a share price low and the possibility of a takeover, by an opportunistic cashed up carrier... Rumours of a Dubai based carrier and a Japanese carrier have been in the Australian media.

This is a huge takeover target and its a case of when rather than if. Good gains are possible if you happen to buy a few weeks before the takeover bid