Local telcos are a horror show … but there's still value there

Loading player...
Schalk Louw from PSG Old Oak is asking whether the sharp decline in prices for MTN and Vodacom represents an opportunity or if it's better to avoid them altogether.
Jon Cherry of Cherry Flava discusses how Ellies's downfall can be attributed to a branding misstep and emphasises the importance for companies to prioritise innovation.
Simon offers his thoughts on living locally but earning foreign currency.
19 Apr 2024 12AM English South Africa Business News · Business

Other recent episodes

Sibanye Stillwater impairs R14bn

Independent analyst Jimmy Moyaha unpacks a strong Grindrod update alongside a softer set of numbers from Sibanye-Stillwater, as the group writes down the Keliber lithium project again. Cobus Loots, CEO of Pan African Resources, on record-setting results – even as all-in-sustained-costs come in well above guidance. Dr Andrew Golding, chief…
19 Feb 12AM 20 min

Afrimat hurt by issues beyond their control

Chantal Marx of FNB Wealth & Investments unpacks BHP’s half-year numbers and what’s behind Afrimat’s latest update. Tinus Rautenbach of Clarity by Investec on the new wave of increasingly sophisticated investment scams. Xero’s Colin Timmis on the emotional toll of running an SME – and why the pressure goes beyond…
18 Feb 12AM 20 min