60 replies to this topic

[nosh]

MTN says full-year Heps could rise by up to 90%

https://techcentral....up-to-90/87878/

[Tom]

https://www.moneyweb...-investigation/

[Halfday]

MTN's ROA and ROE is improving. Debt /equity is 84.

LHC's ROA , ROE is deteriorating.  Why ? Would someone please let us know.

LHC's debt/equity is an eyewatering 500 so maybe servicing their debt is reducing their efficiency at producing profit.

[Halfday]

I have heard lots of positive rumblings around MTN- undervalued and hammered by scandals and cash flush. investing 50% of my portfolio here.

also have been informed big buyers going into Life Healthcare putting in my remainder 50% here

please let me know your thoughts on the above companies, not on my wacked investment allocation strategy

Thanks

MTN looks bullish.

LHC bearish ,but you might be getting LHC cheap.

You need a weaker Rand for them to fly.

 

Gigaba needs R 50 billion to meet his budget.

there is no way they will sell more than Telkom, so they say,

He will get backlash raising more taxes.

So how about printing some more cash which should weaken our ZAR.

Snippit's technical analysis of the Rand points to it weakening too.

 

If the international markets dive ours will also because of sentiment,

Good luck.

[Investment novice]

I have heard lots of positive rumblings around MTN- undervalued and hammered by scandals and cash flush. investing 50% of my portfolio here.

also have been informed big buyers going into Life Healthcare putting in my remainder 50% here

please let me know your thoughts on the above companies, not on my wacked investment allocation strategy

Thanks

[Halfday]

ICASA's new rulings will hurt Vodacon deeply. They make a lot of money by expiring airtime.

 

It is like filling up your car's tank with petrol and then at the end of the month have them siphon it out and you need to buy again. 

Thanx I did not know about ICASA...

They seem about equal with cash in the bank...

MTN 's earnings are not as good as vodacom but that could improve..

With the ZAR weaker after the Zuma 786 vote and MTN's foreign earnings ...

MTN might do better now if they don't make too many regulatory mistakes and keep it clean..

Time will tell..

[Halfday]

Wayne MCurrie said on the previous Friday on Moneyweb that he likes Vodacom and does'nt like MTN...

 

Bet you my last dollar he means it

After Vodacoms run over the last 6 or7 months from R130 to R180,,,

Who would not??

Thats a 40% gain..

Lovely!!!

 

Does Wayne mean buy Vodacom now ....

I hope not but who knows what he really mean't,,,

Hedge fund managers have their own pressures and agendas...

 

MTN shares now seem less risky with the ZAR weakening and their international exposure...

Even if they have been languishing at these lower levels due to the characters leading the company ... but that hopefully is changing...

They may even start paying out a dividend which when they stopped that led to their fall in share price...

 

Think about  their relative exposure to the currency and local/international economy...

Would like to hear your thoughts...

[Halfday]

Stii have a passing interest in this company as I got so burnt on their Nigeria story...

Wondered why it was dropping so much today...

 

Turns out My Broadband did an experiment with 2 different phones and 3 cell companies....

MTN keeps charging you month to month whether you use it or not....

 

The Data just kind of evaporates...

But not for the other 2 companies...

 

And that is why their share price is evaporating too as this latest scam becomes known...

 

Apparently prepaid electricity does the same thing...

So even the municipalities are doing a similar thing...

[Jack5]

 

Another fine of R110million,,

For IT hub infringement...

What is that!!!

They dont have terrorists or do they?

Rwanda politicos must need the money ,,,

 

Damn it MTN when is this bad news going to stop!!!!

 

Apparently there was a clause in their contract which stated they had to use IT infrustructure in Rwanda. MTN broke the contract and used IT in Ghana, so that is why they are being fined.

 

Once again bad management is costing shareholders. One has to wonder what other fines are still waiting.

[Halfday]

Another fine of R110million,,

For IT hub infringement...

What is that!!!

They dont have terrorists or do they?

Rwanda politicos must need the money ,,,

 

Damn it MTN when is this bad news going to stop!!!!

[SouthAfricanMi.com]

For those that didn't see the SENS or MTNs share price performance over last 3 years and who doesn't know where MTN makes its money..

Www.southafricanmi.com/blog-27feb2017.html

News is bad yes but market already prices it all in.

Always darkest before dawn.

[HighRiskGain]

Completely agree. My worry is what can MTN realistically achieve now, knowing their all time highs where due to shaddy dealings in Nigeria.
 

Perhaps their current value now is a true representation of their worth?

(Just talking out load here, I am a amateur)

Your growth that you need is a bit shoddy- If true value is shown you would owe them money   - Lets talk figures

 

Turnover 14.2% 79 115.0 69 304.0 Attributable Income -146.1% - 5 489.0 11 900.0 Market Cap (ZARm) -37.5% 260 502.0 416 890.7 EPS (ZARc) -146.1% - 301.00 653.00 HEPS (ZARc) -141.4% - 271.00 654.00 DPS (ZARc) -47.9% 250.00 480.00

  

Your market cap halfed - eps is in the minus - Dps is halfed

 

The thing is this company is imposed a big fine (also read the latest SENS) , this will take a long time to recover . The only thing that i asume is pushing up the price is long term investors pumping money in as this is easy pickings .    

[HighRiskGain]

MTN is killing me! 

Please grow now.

You should buy in for Long- This share is not going to move up soon due to penalty