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CCD's governance structure has always concerned me from an ESG perspective, but I'm struggling to reconcile whether the -1.65% dip reflects genuine operational headwinds or market noise around their capital allocation strategy. Has anyone reviewed their latest sustainability disc
Topped up my Cell C position at R2550 this morning following the modest 0.87% gain, as the latest quarterly cash generation metrics from their infrastructure monetisation strategy suggest the deleveraging trajectory remains intact despite the competitive headwinds in consumer pri
Cell C's structural challenges in a saturated telecom market make this a tough long-term hold despite the recent dip to R2528. The company's trapped cash generation and inability to compete on capex intensity against Vodacom and MTN suggests we need to see material operational re
Cell C at R2636 up 1.93% but that's noise to me - waiting for actual subscriber growth numbers before I touch this.