fibre capex is necessary but it's bleeding them dry in the near term, mobile margins getting crushed by vod…by @scandi_jse64 on $TKG

fibre capex is necessary but it's bleeding them dry in the near term, mobile margins getting crushed by vodacom. need to see them actually win back enterprise contracts and stabilize consumer fixed before this moves. dividend's decent at these levels but won't get excited till management shows they can grow subs again, not just cut costs.