Phantom Shares: Gold shining and MTN smiling
Phantom Shares is my weekly summary of the more interesting stories and themes from the prior week on the JSE. It is first published in the Daily Maverick 168 newspaper on a Saturday and then in Business Maverick each Monday. It is reproduced here with the permission of Daily Maverick. the_ad id=”3223″ All that glitters It’s finally happening. Gold is shining …
View Post
Phantom Shares: Gold shining and MTN smiling
Phantom Shares is my weekly summary of the more interesting stories and themes from the prior week on the JSE. It is first published in the Daily Maverick 168 newspaper on a Saturday and then in Business Maverick each Monday. It is reproduced here with the permission of Daily Maverick. the_ad id=”3223″ All that glitters It’s finally happening. Gold is shining …
View Post
Phantom Shares: The party trade is here
Phantom Shares is my weekly summary of the more interesting stories and themes from the prior week on the JSE. It is first published in the Daily Maverick 168 newspaper on a Saturday and then in Business Maverick each Monday. It is reproduced here with the permission of Daily Maverick. the_ad id=”3223″ The party trade is upon us If Covid …
View Post
Telkom: number 3 in a race I don’t want my money to run
So, Telkom has managed to overtake Cell C as the third largest mobile operator in South Africa, although that’s a bit like beating your granny at the 100m sprint. Cell C has never turned a profit and has shed over 4.5 million subscribers in the last year alone. Cell C says that it would rather focus on profitable customers than …
View Post
Telkom: number 3 in a race I don’t want my money to run
So, Telkom has managed to overtake Cell C as the third largest mobile operator in South Africa, although that’s a bit like beating your granny at the 100m sprint. Cell C has never turned a profit and has shed over 4.5 million subscribers in the last year alone. Cell C says that it would rather focus on profitable customers than …
View Post
Telkom moves into financial services
Telkom is an excellent example of a company that has had to move away from its traditional business model, although the journey has been anything but straightforward. As Telkom emerges from a painful retrenchment and restructuring phase, the company is looking to the future. With more than 12m customers and a market share in the SA mobile market of more …
View Post