BU
BULLHAMMER@bullhammer_sa·Neutral
PEOPLE SLEEPING ON THE TOWER PLAY HERE!! MTN's got massive fibre and tower assets that haven't been properly monetised yet, look what happened to Vodacom when they spun tower value, this thing could do the same. Nigeria's a headwind today but those subs aren't going anywhere, the cash generation story gets way better once they unlock that infrastructure. At 204.97 we're getting paid a solid yield while waiting for the real move. BEST IS YET TO COME!!