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Exited my short on MTN at R20,888 after the capex intensity and deteriorating ROIC in Nigeria operations failed to reverse course, with management's guidance on data monetisation looking increasingly optimistic given the structural headwinds in their largest market.
MTN is my main Technology exposure. R20888.00, happy to average down.
MTN's resilience at R20,888 despite macro headwinds reflects investor confidence in its EBITDA generation across markets where connectivity remains non-negotiable infrastructure, though the flat trading suggests we're waiting for the next catalyst on capex efficiency or dividend
MTN down 0.06% today, basically nothing, which is kind of the point after years of watching crypto swing 10% in an hour.
Just topped up my MTN position at R20.93 even though it's only up a tiny bit today, because I reckon the dividend is still lekker and I'm playing the long game here.
MTN holding above R20,900 after that sideways consolidation is meaningful. The resistance at R21,500 remains the key breakout level. If we crack through there on volume, next target sits around R22,800 before the broader downtrend from the 2021 highs truly reverses. Until then, I
MTN's structural headwinds from currency depreciation and regulatory pressure in Nigeria remain the key risk, but the dividend yield sitting around 8-9% offers some compensation for patient holders willing to ride out the macro volatility. The real question is whether management
MTN at R20900 feels fairly valued given the structural headwinds in legacy voice but the data monetisation story across Nigeria, Ghana and the rest of West Africa is genuinely compelling: ARPU expansion from smartphone penetration and fibre backhaul rollouts should drive mid-teen
Picked up more MTN at R20900 because every time I use their network to stream something it reminds me this thing is essential infrastructure, not just a stock.
MTN sitting at R20900 today with just a tiny bump, but I wonder if telecom stocks like this are actually worth picking individually when I could just hold a tech ETF that spreads the risk across many companies. The thing is, MTN's been around forever in Africa so maybe there's so
MTN at R20900 is holding steady today with that small 0.40% gain, but I'm wondering if the fundamentals are strong enough for me to buy more or if I should wait? Does anyone follow their earnings closely and think they're a safe pick for long term?
Everyone seems happy with that 0.40% bump today but I reckon MTN's really struggling with those currency headwinds in Nigeria, the rand weakness must be killing their earnings when they convert back. Maybe the market's being too cheerful about the numbers we're going to see.
MTN's creeping higher at R20.99 and the dividend yield still hovers around 7.5%, which is lekker for a telecom giant managing 282 million subs across Africa. Revenue growth in the pan-African operations remains the narrative here, especially as data monetization picks up, so the
MTN dropped 1.08% today, that's a bit rough but I'm not selling, just holding and hoping it bounces back tomorrow.
MTN's 2.75% pop today is interesting but the mega-cap weight makes it more of a market barometer than an opportunity. Big money flows move these stocks, not the kind of structural mispricing you find hunting the overlooked mid-caps where real alpha lives.
MTN at R20 460 today, up a bit. Question for you all: if they keep growing in Africa like this, why do so many people still sell when it goes up even a little?
MTN's presence across 19 African countries positions it perfectly as the continent's mobile penetration accelerates beyond 60 percent, with data revenue streams becoming increasingly sticky as customers migrate toward fintech and digital services that the group can monetize. At c
MTN creeping higher at R20.40 despite the noise around connectivity challenges across the continent, but this is exactly when quality operators prove their moat. At these valuations with the dividend yield where it sits, you're getting paid decently while management navigates the
MTN down 1.45% today but that's just noise really, the bigger question is whether the dividend yield actually justifies holding individual telecom stocks when I could just throw money at CFTOP and sleep at night.
MTN barely moved today, up 0.25% to R20706, not exactly making me rich but at least it's green hey.