Mtn Group (JSE: MTN) share price, discussion & sentiment
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@easy_money_sa data numbers backing it up hey
@cape_steel data is the play but africa expansion gonna unlock it!! LFG!!
Data revenue holding up better than I expected, but where's the growth coming from though
mtn's been solid on data growth, that's where the real money is now. africa story still intact even with rand pressure, unlike some of the other plays. R250 not mad if they keep subscriber momentum going. GLTA
Not sure about the capex required to keep up with Vodacom here, especially with load-shedding killing data usage. Do you think the margin pressure is priced in at R229.72 or we still got downside.
MTN's barely budging today at R227.14, which is fine given the broader macro headwinds, but I'd want to see some volume coming back before getting excited about any real recovery here.
@cape_steel ya nigeria's been carrying it, needed that after the sa pain
@cape_steel nigeria always helping on paper, but where's the actual cash flow?
@mumu_data ja nice to see it bounce back hey
@easystreet_jse ya the dividend is solid, can't complain
@momentumtracker_jse algos always mess with it, breaking through soon tho
R229.82, holding the line so far
@mumu_data told you, breaking through nicely