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#1 Halfday

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Posted 05 September 2017 - 07:54 AM

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.


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#2 Halfday

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Posted 04 September 2017 - 05:35 PM

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.


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#3 Investment novice

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Posted 31 August 2017 - 10:27 AM

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


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#4 PlatinumWealth.co.za

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Posted 08 August 2017 - 07:21 PM

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..


Of the two, I think MTN has a lot of room for improvement if they can find better management and more competent developers.

MTN is also the whole of Africa, Vodacom is just South Africa iirc...
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#5 Halfday

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Posted 08 August 2017 - 07:09 PM

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..


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#6 PlatinumWealth.co.za

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Posted 08 August 2017 - 09:45 AM

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...

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. 


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#7 Halfday

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Posted 07 August 2017 - 07:57 PM

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...


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#8 PlatinumWealth.co.za

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Posted 27 July 2017 - 02:06 PM

This company is dishonest to the core.


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#9 Halfday

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Posted 27 July 2017 - 11:55 AM

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...


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#10 PlatinumWealth.co.za

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Posted 19 May 2017 - 07:38 PM

How does the Blue label + Cell C deal affect Vodacom and MTN?


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#11 Jack5

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Posted 18 May 2017 - 08:08 AM

 

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.


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#12 Halfday

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Posted 17 May 2017 - 03:06 PM

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!!!!

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#13 SouthAfricanMi.com

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Posted 27 February 2017 - 12:32 PM

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.
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#14 PlatinumWealth.co.za

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Posted 22 February 2017 - 04:22 PM

 

Your growth that you need is a bit shoddy- If true value is shown you would owe them money :D  - 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 .    

 

Solid point, Do I want to gamble 10 years..... Maybe :P


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#15 HighRiskGain

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Posted 22 February 2017 - 11:52 AM

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 :D  - 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 .    

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Unseen lobster


#16 PlatinumWealth.co.za

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Posted 22 February 2017 - 11:14 AM

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

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)


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#17 HighRiskGain

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Posted 22 February 2017 - 10:57 AM

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 


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#18 PlatinumWealth.co.za

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Posted 21 February 2017 - 06:00 PM

MTN is killing me! 

Please grow now.


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#19 SouthAfricanMi.com

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Posted 09 February 2017 - 10:06 AM

Terrible trading statement out by MTN yesterday. But the news was not unexpected. Ps we working on a new interactive chart for readers to play around with. Launched the first one today with MTN's share price. And we look at MTN's biggest contributors to revenue and pre tax profits.

 

http://www.southafri...g-9feb2017.html

 

Let us know what you think. Suggestions always welcome. A few more tricks will be added to the chart in coming days but this is the base we working off.

 

Cheers.


Edited by SouthAfricanMi.com, 09 February 2017 - 10:07 AM.

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#20 SouthAfricanMi.com

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Posted 25 October 2016 - 08:45 PM

Based on the strong move in MTN, we suspect a few short's got squeezed yesterday and today after their subscriber numbers update. 

 

http://www.southafri...-24oct2016.html

 

We still bullish on MTN. Always darkest before dawn. Data usage up massively on MTN's network.


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