Papi Molotsane Bad week at the office

uhm.. i think the nail in the coffin for them will only come when Ivy deems it. :(
 
Another excellent article from Duncan

Is it time to dump the share? That’s a difficult question to answer, though analysts polled by the FM think there is probably value at current levels.
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Depends on what the share price was when one bought several shares, but if one bought only one share in order to attend AGMs then hold onto the thing - it might not maintain its monetary value, but access to AGMs will reap priceless entertainment dividends :D.
That would deal a big blow to CEO Papi Molotsane’s efforts to make Telkom a comprehensive supplier of information and communications technology solutions.
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<tongue_in_cheek>:confused: Duncan - are you sure that Telkodemonopolies currently supplies comprehensive communications solutions? :D</tongue_in_cheek>
R53bn of Telkom’s R72bn market capitalisation is from its 50% stake in Vodacom. Is the fixed-line business worth only R19bn, or even less?
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What fixed line business? :D - considering that the vast majority of South Africans are continually denied a fixed Telkodemonopolies line, and there are only ~4 million fixed Telkodemonopolies lines in SA, IMO Telkodemonopolies minus Vodacom is embarrassingly overvalued...
 
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ic said:
are you sure that Telkodemonopolies currently supplies comprehensive communications solutions?
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I understood it as, if this deal does not go through (for whatever reason) it would seriousely undermine Papi's efforts to 'enable' TELKOM to become a company that does provide comprehensive services / telecoms, meaning it doesnt at the moment.

R53bn of Telkom’s R72bn market capitalisation is from its 50% stake in Vodacom. Is the fixed-line business worth only R19bn, or even less?
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Wow, how long before the tail starts to wag the dog here!
 
instead of "I don’t think it’s time to sell..." shouldn't it be "yet...."
 
Breathe through the pain Mr Moletsane - you are having a bad week while we have had a bad couple of years.

P.S you get used to that annoying pain in the rectum after a while
 
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