Telkom boss: bridge builder or lightweight?

Well, we will never really know, will we. At the moment a brick can make a profit managing Telkom because of the lack of competition...

There is no art at all involved here. Simple mechanics. People need to communicate... All telecom roads currently lead to Telkom...
 
Molotsane has presided over a 20 percent slide in the company's stock since it hit an all-time high in February, as the firm stumbled from one crisis to another, including failed acquisitions and a costly court case. The Top40 index has gained 25 percent in that time.
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Nice going Papi you biscuit :D
o/t
"I think he's a lightweight," says one fund manager whose company owns Telkom stock, asking not to be named. "The feedback I've had from road shows is that foreign investors are very unimpressed and that is reflected in the share price.
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Why is it that whenever fund managers comment on Telkom they ask not to be named, is this common practice. Are they ashamed of investing in the beast? Seems like many people try and conceal that they have interests in Telkom.
Wheres that share register btw.
 
Telkom's Share Price seems to have levelled off?
2006/12/06 13675 13700 13546 2,056,303
More Offers than Bids.
Perhaps 15000 by early January and then any news relating to competition from Neotel etc will chew into that.

For several years now Telkom has rubbished it's image and logo to increase it's share value.
I also think it's fixed line revenue is going to decline further unless they bring better products that are easily understandable to the market.
Altering the higher charge to phone a cell phone from a land line downwards may help. But like MNP I do not think you will see a flood of people to fixed lines, although IMO I think there is a potential for growth in this market.

The one factor I mentioned is that it is cheaper to phone a cell from a cell. Alter this position and you might change the whole ball game.
However with 50% shareholding in Vodacom, Telkom is between a rock and a hard place. One move will effect the other.

And like Antowan said, even a brick can make profit running Telkom.
But can that brick cement it's position ahead of competition in the Telecom Arena and improve it's image?
 
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The continual decline of Telkodemonopolies fixed line numbers, combined with the flawed strategy of making it less expensive to make an international call from a Telkodemonopolies line, compared to making a more expensive call to a Vodacom|MTN|CellC cell number from the same fixed line, shows how badly Telkodemonopolies has shot itself in the foot: if it weren't for ADSL then many more people would be telling Telkodemonopolies where to shove jack the cable monster, then there is HSDPA which is spanking Telkodemonopolies' ADSL as reflected in the number of consumers that have been forced by Telkodemonopolies to abandon ADSL after having waited endlessly for it to be installed...

Congratulations Mr Sick Puppy Moletsane for further & drastically weakening the de facto fixed line monopoly, you're doing a sterling job for those of us that are not shareholders and we appreciate your efforts to flush Telkodemonopolies down the drain, keep up the good work :).
 
Watch out in June when results are announced he will have earned R12m for the 12 mnths. The jaws ratio in the company is negative, cost will be up 15% and revenue will be up 0.1% and marketing costs will be up +50%.
 
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