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Back to $TKG
The thing about Telkom is the fiber rollout actually matters when load-shedding keeps pushing corporates in…by @sextant_za on $TKG
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Replying to trpine on $TKG“Back to R59.94, not worried.”
Sextant SA@sextant_za·Neutral
The thing about Telkom is the fiber rollout actually matters when load-shedding keeps pushing corporates into backup connectivity, and that's where the margin sits. Comparing to Vodacom's mobile dominance, TKG's advantage is owning the pipes, not just renting airtime. R60 range seems fair given the debt they're carrying, but if fixed-line EBITDA holds through the next quarter the stock rewards patience more than panic.