Technology and Telecoms
MTN’s strategy is paying off
MTN's latest quarterly update is nearly perfect. The strategy is being delivered successfully in key markets.
Technology and Telecoms
MTN’s African subsidiaries – quarterly updates
Quarterly updates for MTN's African subsidiaries have mostly been strong.
Technology and Telecoms
EOH updates pro forma numbers
EOH has released updated pro forma financial effects related to the disposal of the Information Services Group.
Technology and Telecoms
Karooooo needs long-term belief
I have a long position in Karooooo (i.e. I own the stock) that I initiated a couple of months before the big announcement came of a migration to the Nasdaq (back when it was called Cartrack).
Technology and Telecoms
EOH plugs more debt holes
EOH rallied over 3% yesterday as the market continued to push the price higher off the back of momentum in selling assets and reducing debt, along with improved profitability in the underlying operations
Technology and Telecoms
MTN clarifies situation in Nigeria
The good news is that MTN has released a SENS announcement clarifying the situation in Nigeria. The bad news is that the media reports on the issue came out a day prior, so there was a full trading session of carnage in the share price before MTN steadied the ship.
Technology and Telecoms
EOH back in the green but needs R750 million
EOH climbed 9.4% to R5.80 per share after a trading statement for the six months to January 2022 was released, along with an update on the disposal of Sybrin.
Technology and Telecoms
Altron prints a smart disposal
Altron is in a "value unlock" phase of its life. The best indicator of this is when a company has a "2.0" strategy.
