Podcasts about blue label telecoms

TechCentral's guests in this episode of the TechCentral Show believe Blue Label Telecoms and its affiliate (and soon to be subsidiary) Cell C present a compelling investment case. Philip Short, global portfolio manager at Flagship Asset Management – which counts Blue label as its sole South African investment – and Dylan Bradfield, portfolio manager at Sharenet, tell TechCentral editor Duncan McLeod that they believe the turnaround taking place at Cell C is real, and will have a meaningful impact on Blue Label shares. Blue shares, which have already rallied strongly – which have more than doubled in the past six months – could still have plenty of room to run, according to Short. In this episode of the TechCentral Show, Short and Bradfield unpack: • Blue Label's announcement earlier this month that it is considering a JSE listing for Cell C; • Why Cell C's restructured operating model and strategy makes sense, and why that's good news for Blue Label shareholders; • The role of Cell C CEO Jorge Mendes in the turnaround – and what the opportunity is for the mobile operator with its new “asset-light” model of running its network – management of its radio access network has effectively been outsourced to partners (and competitors) MTN and Vodacom; • Which operators would be most vulnerable to a resurgent Cell C; • The importance of Cell C's strategy around mobile virtual network operators and the significance of its relationship with Capitec; • The move by Blue Label to sell Comm Equipment Company to Cell C – good move or not? • Whether Cell C can compete with Telkom, Vodacom and MTN in the business market, something Mendes has signalled his desire to do; • What the listing of Cell C could look like, what management's focus should be before the listing and what kind of valuation the business could attract; and • How much more value could be unlocked for Blue Label shareholders. Don't miss a fascinating discussion! TechCentral

Jorge Mendes has been in the hot seat at Cell C for just over a year, and the turnaround at the long-troubled mobile operator is starting to gain traction. In this episode of the TechCentral Show (TCS), Mendes sits down with TechCentral editor Duncan McLeod for a detailed interview in which he provides an update on what's happened in the past year at Cell C, paints of a picture of the state of the business today, and sets out what comes next for the mobile operator. To signal the management team's intentions, and to declare the business is on a new strategic footing and is in the market for the long term, Cell C recently refreshed its brand identity and signalled its intention to take back market share from its bigger rivals. In this episode of TCS, Mendes tackles a range of questions, including: • Why he left what seemed to be a plum job at Vodacom to take on the difficult challenge of turning around Cell C; • What went through his mind in the first few days on the job; • Cell C's plan to recapture the title of third largest mobile operator from Telkom – and to take the fight to MTN and Vodacom; • Why Cell C has struggled to compete, how it accumulated huge amounts of debt and why the new strategy is its best but last chance of success; • The state of Cell C's finances – and especially its balance sheet – following the recent recapitalisation led by its largest shareholder, Blue Label Telecoms; • His relationship with Blue Label founders and co-CEOs Brett Levy and Mark Levy; • The role of regulatory support, especially in call termination; • Why Cell C handed back the spectrum it secured in the 2022 spectrum auction, and its plans for participation in future auctions; • The role of mobile virtual network operators and wholesale services in Cell C's recovery plan; and • Cell C's strategy to capture more of the lucrative contract market. There's plenty more in the interview with Mendes – don't miss the conversation! TechCentral

When JSE-listed Blue Label Telecoms released its annual results two weeks ago, it showed its core business continuing to grow at a respectable pace. Yet investors dumped the share, worried about a lack of disclosure about Cell C's performance. Now, in an exclusive interview with the TechCentral Show (TCS), the company's founders and co-CEOs, brothers Brett and Mark Levy, have spelt out exactly why they believe investors have punished the share, why they decided not to publish numbers for Cell C (this time around), and what their strategy is for the long-troubled mobile operator after the completion last year of its second recapitalisation in six years. In the interview, Mark Levy looks back to the founding of the company more than 20 years ago, how it pivoted into cellular airtime, and its listing on the JSE. The conversation later shifts to a detailed discussion with Brett Levy on Cell C. He answers a wide range of questions, including: • Why did Blue Label buy Cell C in the first place? • What went wrong after the first recap? • What's stop things going awry again at Cell C? • Why is Blue Label pursuing a controlling stake in the mobile operator? • What's the potential upside at Cell C? • Just how important is the mobile virtual network operator business? (Cell C recently concluded an MVNO deal with Capitec.) The brothers also tackle the difficulty in understanding Blue Label's results, driven by the highly complex restructuring at Cell C. They tackle these questions: • Shouldn't Blue Label be doing more to make its results understandable to shareholders, especially ordinary investors? • Doesn't buying control of Cell C expose Blue Label to even greater potential risk? • What's the outlook for Blue Label's core business? • What are the exciting growth areas in the core business, such as betting/gaming? • Is Blue Label mulling a buyout of minorities and a delisting from the JSE? Don't miss the most detailed and information-packed interview the Levy brothers have given in years. If you enjoyed the interview, please consider subscribing on YouTube or your favourite podcast app. TechCentral

Bianca Lima-Boekhoud, group head of transformation at Blue Label Telecoms

South Africa’s Blue Label Telecoms on Tuesday said that Cell C, in which it is the largest shareholder, had defaulted on the payment of capital on its $184 million note, which was due on Aug. 2.Cell C, a mobile carrier, also defaulted on interest and capital repayments related to the respective bilateral loan facilities between itself and Nedbank Limited, China Development Bank Corporation, Development Bank of Southern Africa Limited and Industrial and Commercial Bank of China Limited.Learn more about your ad choices. Visit podcastchoices.com/adchoices

Business Day TV — Robert Cameron from Thebe Stockbroking chose Blue Label Telecoms as his stock pick of the day."My stock pick for today is Blue Label, basically they paid 5,5 bn for a 45% steak which sunk Blue Label from R12 to R2,55 - it's shocking. They were going to get a "get out of jail free card" if Telkom did take Cell C off their hands and they could focus more on core operations. Blue Label is looking to offload two other mobile businesses which is also doing to de-lever their balance sheet. If you look at what they reported in September, Blue Label earned R900 million, and that's a growth of 25%

In the podcast this week, Duncan McLeod and Regardt van der Berg unpack Apple's big keynote, looking at everything from the new iPhones to the surprise price of the company's new Netflix competitor. Also this week, a preview of Blue Label Telecoms' and Cell C's results, a look at USB 4 and news on Microsoft's upcoming update to the Flight Simulator franchise. Watch or listen to the show to find out who's been picked as winner and loser of the week. Duncan's picks this week are Vivaldi for Android and Offline Survival Manual for Android, while Regardt has chosen a Wi-Fi smart bulb. Join us on Sundays on YouTube at 1pm at youtube.com/techcentral. Podcast website

In this episode of the podcast, Duncan McLeod and Regardt van der Berg chat about some of the consumer electronics highlights from MWC 2019, including Huawei's foldable phone and Energizer's insane battery phone. Also on the show this week, Vodacom fumbles the ball; Blue Label Telecoms' rough week; and another streaming video service launched in South Africa. Listen to the show to find out who's been picked as winner and loser of the week. Regardt's pick this week is AOC's 24-inch curved gaming monitor, while Duncan has chosen Showmax original The Girl from St Agnes. Remember, you can WhatsApp the show. The number to use is 0719991111. Podcast website

TechCentral — In this episode of the podcast, Duncan McLeod interviews Blue Label Telecoms co-founders and co-CEOs Brett and Mark Levy on the future of the JSE-listed group. The brothers speak about the sharp fall in the group's share price and what might be causing its decline. They also talk about why they bought 45% of Cell C, and why they believe the market is underestimating the potential not only of the mobile operator but also the synergies available across the broader group. They talk about the complexity of Blue Label's latest financial results -- were its latest reported numbers too complex for ordinary investors to understand? And they provide their views on where South Africa's telecommunications market is headed. In the podcast, Brett Levy says he believes the industry will be completely transformed in the next 24-36 months. The brothers talk about Cell C's possible listing in 2020 and the potential for consolidation in the sector. Lastly, Mark Levy talks about Blue Label's international businesses in India and Mexico. It's a great discussion. Don't miss it!

On TalkCentral this week, Duncan McLeod and Regardt van der Berg preview what's expected at Mobile World Congress 2018, which kicks off on Monday. What new phones are coming, and what will be the talk of Barcelona next week? Also on the show, a discussion about the Cell C and Blue Label Telecoms results, smartphone sales decline for the first time ever, more thoughts on the wholesale open-access network and new iPads are coming. Listen to the show who's been named winner and loser of the week. Duncan's pick this week is Stars, while Regardt has picked the financial Excel sheet from Sam Beckbessinger, who has just published a new book on how to manage your money better. Podcast website

TechCentral — On TalkCentral this week, Duncan McLeod and Regardt van der Berg preview what's expected at Mobile World Congress 2018, which kicks off on Monday. What new phones are coming, and what will be the talk of Barcelona next week? Also on the show, a discussion about the Cell C and Blue Label Telecoms results, smartphone sales decline for the first time ever, more thoughts on the wholesale open-access network and new iPads are coming. Listen to the show who's been named winner and loser of the week. Duncan's pick this week is Stars, while Regardt has picked the financial Excel sheet from Sam Beckbessinger, who has just published a new book on how to manage your money better.

It's Friday, so it's podcast time. On TalkCentral this week, Duncan McLeod and Regardt van der Berg chat about MTN shares plunging on a disappointing earnings update. Also this week, the curious case of EOH's gyrating share price, Blue Label Telecoms wraps up the Cell C deal and Telkom vs Vodacom over who owns the ducts into people's homes. Plus, Facebook plans to monetise WhatsApp and Messenger - should we be concerned? Regardt's pick this week is Insta360, while Duncan has chosen Adobe Audition as well as the Renegade Report podcast. Stream or download the podcast to find out who's been chosen as winner and loser of the week. Podcast website

TechCentral — It's Friday, so it's podcast time. On TalkCentral this week, Duncan McLeod and Regardt van der Berg chat about MTN shares plunging on a disappointing earnings update. Also this week, the curious case of EOH's gyrating share price, Blue Label Telecoms wraps up the Cell C deal and Telkom vs Vodacom over who owns the ducts into people's homes. Plus, Facebook plans to monetise WhatsApp and Messenger - should we be concerned? Regardt’s pick this week is Insta360, while Duncan has chosen Adobe Audition as well as the Renegade Report podcast. Stream or download the podcast to find out who’s been chosen as winner and loser of the week.

Moneyweb Radio — On company results and the potential of prepaid water metres.