Telkom SA Soc (JSE: TKG) share price, discussion & sentiment

Algos pumping it on nothing. Watch what happens when the real sellers show up.

55.54 holding nicely. Let's see if it sticks.

R55.54, finally some momentum

55.54 and holding. Good Morning Everyone!

Come on TKG, run with it!

let's gooo 55.54 looking tasty!

@factcheck_fana yeah, pattern's old by now

Someone's selling the rip again, hey.

Fibre growth offsets fixed line bleed, margin story improves next year.

@sextant_za mobile's the real problem child here

Fixed line churn is the real problem here, not the fibre rollout. Vodacom's got better pricing power in mobile and their network's just cleaner, so TKG's stuck cost-cutting while trying to fund capex. Debt reduction's something but if they can't grow revenue and the dividend stays under pressure, 54.59 starts looking like the price the market thinks it deserves, not a bargain.

Fibre rollout accelerating but mobile margins remain under pressure.

Been holding this since the 60s. Yeah the dividend got cut but look at the debt reduction they've been pushing. Vodacom's been under pressure too, whole sector's just compressed. Not selling on this dip, the fixed-line network and fibre rollout thesis hasn't changed.

Yeah but the thing is, the fibre subscriber growth is actually moving now and that's where the real margin upside sits long term. Fixed line's a zombie but if they can stabilise the mobile base while fibre ramps, the debt comes down naturally. Vodacom's probably still the better business but they're equally hammered by the load-shedding and consumer squeeze right now, so 54.59 feels like you're not paying a crazy premium for the network assets Telkom's got.

TKG stuck at 54.59 and I don't see the catalyst. Fixed line is bleeding customers, mobile can't compete with Vodacom, and the debt load is still heavy. Until they show actual revenue growth instead of cost-cutting theatre, I'll believe it when I see it.

Honestly TKG's fixed-line business keeps bleeding customers but the fibre rollout is actually decent, and mobile margins aren't terrible. Just feels like they're fighting against load-shedding and people cutting costs, which is rough. Long term the network assets are solid if they can stabilise subs but right now it's a painful hold.

All my TKG is red at 54.59 but I'm not panicking. Fixed-line revenue keeps sliding and the mobile side hasn't really moved the needle yet, but at least they're finally investing in fibre and not just milking the old copper network. The debt is heavy though, makes it hard to see when they actually turn this thing around. Gonna be shocked if they don't cut the dividend again.

Fixed line's been a grind for years but mobile revenue's finally moving. If they can keep that momentum and actually cut costs instead of just talking about it, 54.59 starts looking cheap versus what the towers are worth alone.

Good Morning Everyone. TKG closed at R54.59, still sitting below the 200-day average around R58. The fibre rollout numbers matter more than the noise right now, especially if they can convert those subs into real ARPU lift without crushing capex. Worth watching the next quarterly for fixed-line momentum vs mobile pressure.

TKG's fixed-line subscriber base keeps shrinking but they're still pulling decent margins on the fibre push, problem is the capex required to compete with Vodacom on mobile is eating into free cash flow. At 54.59 they're not cheap relative to peers, and that dividend is under pressure if load-shedding keeps crushing broadband uptake. Rather wait for clarity on the fibre ROI before loading up.