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Blue Label Telecoms


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#101 SoleTrader

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Posted 09 October 2016 - 09:42 PM

Its a pity Blue Label Telecoms didnt sponsor the All Blacks on Saterday.  Isnt the cheaper entry and the more diversified one via NET1 UEPS? 


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#102 SouthAfricanMi.com

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Posted 06 October 2016 - 10:42 AM

There've been whispers of a possible Cell-C transaction.

 

We've seen(from their FY results 2016) that MTN have lost market share in RSA. So its a logical progression, that the spoils have gone to Cell C.

 

Besides the initial capital outlay to fund  the deal, which might hurt it in the short run, I don't think anyone wants to be short BLU right now.

 

The news of the Cell C acquisition set a fire under this one.

 

We did feel it was undervalued (at still think it offers some value). 

 

But to fund this acquisition they gonna have to issue a massive amount of shares or take on vast amounts of debt.

 

We think they will do a bit of both, but will come running to shareholders for funds first.

 

http://www.southafri...g-6oct2016.html


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#103 Trader1

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Posted 31 August 2016 - 12:34 PM

TOR results out today. We know that they are going to be low but the comments should show some insight as well as the conference call on Friday.


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#104 TheConflict

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Posted 30 August 2016 - 04:46 PM

There've been whispers of a possible Cell-C transaction.

 

We've seen(from their FY results 2016) that MTN have lost market share in RSA. So its a logical progression, that the spoils have gone to Cell C.

 

Besides the initial capital outlay to fund  the deal, which might hurt it in the short run, I don't think anyone wants to be short BLU right now.

 

 


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You win some you lose some...


#105 Trader1

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Posted 30 August 2016 - 09:34 AM

So seems the market has been waking up to this one.. 

 

YTD: 59% up

7 days 3.5% up 

Last month 4.5%

Last 12months :90%

 

We still feel it is under valued and value it at closer to R24. When we did our valuation on 15 May 2016, it was trading at R16.40

 

Keep an eye on this one guys.

 

http://www.southafri...lecoms-blu.html

TOR also in this space - could be a Ten bagger at current prices


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#106 SouthAfricanMi.com

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Posted 29 August 2016 - 05:55 PM

So seems the market has been waking up to this one.. 

 

YTD: 59% up

7 days 3.5% up 

Last month 4.5%

Last 12months :90%

 

We still feel it is under valued and value it at closer to R24. When we did our valuation on 15 May 2016, it was trading at R16.40

 

Keep an eye on this one guys.

 

http://www.southafri...lecoms-blu.html

 

 

 


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#107 soutie

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Posted 27 May 2015 - 03:34 PM

Yeah agreed why...? Only for monetary gain. 

What it seems like to me is they want to short the stock in a big way & nobody else is willing to lend the script. 

There's no point in converting to go long...? surely that would just incur needless trading costs.

2mths ago was trading around R8.60...Sub R8 as I type..... :rolleyes:

Complete lack of morals to short your own stock to that extent, them being majority owners when combining their holdings.

Ellies directors also guilty of this type of behavior around the R9.50 mark & look at them now.

 

So short Blutel it is... 


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Anyone need a heads up...!


#108 flexbender

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Posted 27 May 2015 - 03:18 PM

Does anybody know what this is all about and why a director would do this?

It's a sens notification of directors dealings and the total transaction is worth over R180 million.

To me it looks like the directors are selling ordinary shares and buying CFD's. A direct conversion. Why would they do this?

 

Here's the sens from about 2 months ago:

 

 

 

Notice of dealings in securities

Blue Label Telecoms Limited
(Incorporated in the Republic of South Africa)
(Registration number 2006/022679/06)
Share code: BLU ISIN: ZAE000109088
(“Blue Label” or “the company”)

NOTICE OF DEALINGS IN SECURITIES IN TERMS OF PARAGRAPHS 3.63 TO 3.66 OF THE
JSE LIMITED (JSE) LISTINGS REQUIREMENTS

Dealings in securities by directors of Blue Label

Messrs MS Levy and BM Levy have transferred the underlying shares in Blue Label in line with a
personal restructuring initiative, the impact of which will result in no change in their effective
shareholding in the company.

In compliance with paragraph 3.63 – 3.66 of the JSE listing Requirements, the following
information, is disclosed:

Company:                                     Blue Label Telecoms Limited
Director:                                    Mr MS Levy
Class of securities:                         Ordinary shares
Date of transaction:                         03 March 2015
Number of securities:                        7 500 000
Price per security:                          R9,00
Total value:                                 R67,500,000.00
Nature of transaction:                       On-market sale
Nature and extent of director’s interest:    Direct beneficial
Clearance to deal:                           Obtained in advance in accordance with JSE Listings
                                             Requirements

Company:                                     Blue Label Telecoms Limited
Director:                                    Mr MS Levy
Class of securities:                         Ordinary shares
Date of transaction:                         03 March 2015
Number of securities:                        7 500 000
Price per security:                          R9,00
Total value:                                 R67,500,000.00
Nature of transaction:                       On-market purchase of contracts for difference
Nature and extent of director’s interest:    Indirect beneficial
Clearance to deal:                           Obtained in advance in accordance with JSE Listings
                                             Requirements

Company:                                     Blue Label Telecoms Limited
Director:                                    Mr BM Levy
Class of securities:                         Ordinary shares
Date of transaction:                         03 March 2015
Number of securities:                        7 500 000
Price per security:                          R9,00
Total value:                                 R67,500,000.00
Nature of transaction:                       On-market sale
Nature and extent of director’s interest:    Direct beneficial
Clearance to deal:                           Obtained in advance in accordance with JSE Listings
                                             Requirements
Company:                                    Blue Label Telecoms Limited
Director:                                   Mr BM Levy
Class of securities:                        Ordinary shares
Date of transaction:                        03 March 2015
Number of securities:                       7 500 000
Price per security:                         R9,00
Total value:                                R67,500,000.00
Nature of transaction:                      On-market purchase of contracts for difference
Nature and extent of director’s interest:   Indirect beneficial
Clearance to deal:                          Obtained in advance in accordance with JSE Listings
                                            Requirements

Company:                                    Blue Label Telecoms Limited
Director:                                   Mr MS Levy
Class of securities:                        Ordinary shares
Date of transaction:                        04 March 2015
Number of securities:                       5 500 000
Price per security:                         R9,00
Total value:                                R49,500,000.00
Nature of transaction:                      On-market sale
Nature and extent of director’s interest:   Direct beneficial
Clearance to deal:                          Obtained in advance in accordance with JSE Listings
                                            Requirements

Company:                                    Blue Label Telecoms Limited
Director:                                   Mr MS Levy
Class of securities:                        Ordinary shares
Date of transaction:                        04 March 2015
Number of securities:                       5 500 000
Price per security:                         R9,00
Total value:                                R49,500,000.00
Nature of transaction:                      On-market purchase of contracts for difference
Nature and extent of director’s interest:   Indirect beneficial
Clearance to deal:                          Obtained in advance in accordance with JSE Listings
                                            Requirements

Company:                                    Blue Label Telecoms Limited
Director:                                   Mr BM Levy
Class of securities:                        Ordinary shares
Date of transaction:                        04 March 2015
Number of securities:                       5 500 000
Price per security:                         R9,00
Total value:                                R49,500,000.00
Nature of transaction:                      On-market sale
Nature and extent of director’s interest:   Direct beneficial
Clearance to deal:                          Obtained in advance in accordance with JSE Listings
                                            Requirements
Company:                                    Blue Label Telecoms Limited
Director:                                   Mr BM Levy
Class of securities:                        Ordinary shares
Date of transaction:                        04 March 2015
Number of securities:                       5 500 000
Price per security:                         R9,00
Total value:                                R49,500,000.00
Nature of transaction:                      On-market purchase of contracts for difference
Nature and extent of director’s interest:   Indirect beneficial
Clearance to deal:                          Obtained in advance in accordance with JSE Listings
                                            Requirements

 


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#109 SB45

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Posted 14 August 2014 - 08:13 AM

Who has done research on Blue Label Telecoms? Or has any information on them? Does this prepaid electricity scandal affect them as well or they merely provide platform for reselling ?

Still doing my home work on them, before I decide if I want in or not?
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