Breaking News: Vodafone Idea’s Tumultuous Journey – What’s Next?

 

The Fallout from the FMC Meeting

So friends, today we are going to talk about very important breaking news. Well, the camera that was seen the most was the focus. That was the FMC meeting; what was its outcome? We were getting to see it here. Okay, that was covered in the first video, but if there was no discussion related to the FMC meeting today, then tomorrow. If the outcome of the FMC meeting had not been seen yesterday night, then today this news would definitely have been a big topic of discussion. Although it is there, we can still see it being discussed on a bigger level here.

Could have been found, and if seen why this thing is more interesting because we were also seeing tremendous fighting between two brokers. Fighting means two brokers had released the report at the same time; one related to a particular company is saying that the rocket will be made and it can be doubled, and the other one had said that brother, it will crash at more than ₹80. See how big a difference it is; it is not the difference of 1920, brother, you can guess at what level the difference is.

Understanding Vodafone Idea’s Current Status

We are getting to see the difference of sky and hell. So who were the brokers? Do you know? One was Citi, which was saying that brother, this can be doubled, and the other was Goldman Sachs, which was saying that brother, this is double. Leave it, there will be a crash at ₹80. So many people must have understood which company I am talking about. So friends, I am talking about vodafoneidea.com. Okay, you can guess what it means to crash at ₹20.

The company has been blown away. The amount left today is also fine. If you check, it is ₹23 in 5 days but ₹34 in a month. If we talk about 6 months, then it is straight at ₹19, which has been here for so long. There is a little bit that is going on here. It was a sudden change in meaning; time has changed, emotions have changed, the whole game has changed here, which you can see. The way the nose dive has fallen, we are getting to see the fall, and we have fallen because of that.

The Financial Burden

Along with this, other companies which do business here have also been seen falling here. So which company is that? We will come to them a little later, but first of all, let’s start. Brother, if we talk about vodafoneidea.com companies, then we were getting an old case on you, which one was related to, then it is okay after discussing the AR related to GGR. I would like to put before you in very simple language that these telecom companies, let’s see, let’s leave the other telecom companies also; vodafoneidea.com I am talking about ₹70,000 crores; there is no talk of ₹70,000 to ₹80,000 crores. This much money has to be paid to the company.

Then after that, we went to the Supreme Court, and then it was said, Brother, please have some mercy on us as to how we can give even one penny at a time. Give us some time. Those who have to give this money have accepted it. Let us provide you with a time of 10 to 15 years. Then this will happen. Slowly and gradually, we will pay the money in 10 to 15 years. If we divide it normally, then in terms of 10 years, we will have to pay around ₹7,000 to ₹8,000 crores every year.

Broker Predictions: A Tale of Two Reports

If we do some simple math, then it is fine. Then after that, these companies went back to the Supreme Court, due to which they said, Sir, this calculation you have done is fine; GGR dues is fine; it is fine to recalculate it, and this calculation that comes out is fine. How much should it be? ₹70,000 to ₹80,000 crores, it is okay; it should not come here so much. It is okay, as seen, according to their self-assessment, it is not ₹70,000 to ₹80,000 crores; it should be less.

How much should it be? Around ₹35,000 crores to ₹40,000 crores; meaning 50, but here they were asking for a reduction; it should be recalculated, it should be reconsidered, it should be recomputed; they were expecting which telecom companies are okay. Vodafoneidea.com was wondering whether the Supreme Court will accept this thing, yes or no. Is it okay? You want to recalculate; leave the recalculation; the Supreme Court did not even listen to you. Okay, you can see directly; today you can see here, telecom stocks tumbled, crashed as the Supreme Court rejected the telecom company’s petition filed on re-computation of GGR dues, meaning he has said what you were saying, instead of recalculating once again, there will be no recalculation; your entire calculation is equal, and how much is your fun idea? ₹70,000 to ₹80,000 crores. Withdraw the money; it’s okay, ₹70,000 to ₹80,000 crores; just imagine, it’s okay.

And because of this, friends, you can see that there was a ray of hope, vodafoneidea.com, what will you do? The dreams that were there, those dreams are broken; you will have to pay ₹70,000 to ₹80,000 crores, brother. And now you can see that this is also a decision of the Supreme Court, not that of the High Court, that you can go higher. After doing this, you should understand that a full stop has been put here due to this. They should get it back from vodafoneidea.com, but right now, so perhaps I think they too might have given up hope, and that is why you can see vodafoneidea.com up to ₹83, but who was saying this? Not me; brother Goldman Sachs had released his report here; how far will it come? Till ₹X? Will it come? It is theirs.

 

After seeing the target, he had kept it here, and he had given some reasons related to it. Three to four reasons: one reason was that brother, they do not have free cash flow, but if we talk about the break-even point here, then it is okay. Break-even point will not be visible even from a distance. You know that the company is continuously incurring losses. As the losses start decreasing, the company comes to no profit, no loss. This is called BEP (break-even point). After that, the company starts showing profit, so one should not dream of a break-even point, vodafoneidea.com.

Customer Losses and Market Position

Here, the data comes out, TRAI then tells who gained how many customers and how many customers they lost. Then Vodafone Idea is that if we see that we have been losing our customers for quite some time, if we keep losing our customers, then it is okay; then how will the business run tomorrow? If we look at all these reasons by adding them up, this is what Goldman Sachs had to say. This was the belief that brother, it can crash at ₹83, it can come up to ₹2.5. Let’s talk about the city here; if we talk about the city, then they had said, no brother, it will go up to ₹X.

Okay, who said city? Had said this, but why did the city say this? The biggest reason behind it was that the city had told that the petition filed here in the Supreme Court by the telecom company in GGR, if the telecom companies win here, the telecom companies win vodafoneidea.com took double. The biggest pillar behind it was that the decision of the Supreme Court will be in their favor, which today has not been in their favor, okay? And that is why the city has been saved, and now everyone is supporting the city.

Conclusion: What Lies Ahead for Vodafone Idea?

I am looking for you as to what will be your new target right now because the biggest one which you had told that will go till Region 22 was about to be moved to the Supreme Court. Right now the case has been lost there, so what is your next target now? It will remain; please tell me the reason behind it, then it will be a matter to be seen. And Goldman Sachs was also asked how it is that you have to give the best and worst target; then they gave the worst target. How much was the best target given by Goldman Sachs? See, vodafoneidea.com can fall, so who gave this statement? Goldman Sachs gave the statement, okay?

Now in this comment section, brother, you are going to see a fierce battle, okay? If you want to watch this old video, I have given its link on the button above. It is also pinned in the comment section below in the description box. You can go and watch it. In this, I had covered these things in detail. Which Goldman is true? Also about Ka and City, why are they saying this? Then you will understand more