Rain's biggest risk

[Bradley Prior]

Rain's biggest risk

The successful spectrum auction in March 2022 means Vodacom will rely less on Rain for its 4G network capacity, which can significantly impact Rain’s roaming revenue and valuation. (Daily Investor)

 

[jambai]

Arc investment is way over valued

 

[r00igev@@r]

Another cellc incoming?

 

[Dark Agent]

Another cellc incoming?

Not really. Only impacts ROI per valued shared and overall valuation.

My opinion is Valuation is over by 40% at the moment but rain still has great growth and user base. Overall this might benefits rain users since priority was given to Vodacom traffic over its own users at certain times.

 

[DapperDanMan]

Arc investment is way over valued

A story arc is usually dramatised, romanticised ...

 

[supersunbird]

Good, maybe the congested towers will now be able to handle their own clients traffic and there will be less complaining from them.