COMPANY
Vodafone
VOD:LN
Primary coverage by James Ratzer
Research
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Vodafone/ Safaricom: More FCF accretive than one might thinkDecember 4, 2025 — James Ratzer
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Starlink: Price cut – a warning signal of what is to come?November 27, 2025 — James Ratzer
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Zegona: Payday – but is it payday for Vodafone shareholders as well?November 27, 2025 — James Ratzer
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FWA deep-dive: It has the potential to be disruptiveNovember 24, 2025 — James Ratzer
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Vodafone (Buy): Multiple re-rating in playNovember 11, 2025 — James Ratzer
Events
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Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay -
Jan
29CommunicationsJanuary 29, 2025 — VirtualHosted by James RatzerWatch Replay -
Dec
3CommunicationsDecember 3, 2024 — VirtualHosted by James RatzerWatch Replay -
Oct
2CommunicationsOctober 2, 2024 — VirtualHosted by James Ratzer, Russell Waller and Ben RickettWatch Replay -
May
5CommunicationsMay 5, 2023Hosted by James Ratzer and Russell WallerWatch Replay
