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copper theft and load-shedding are real headwinds but the fibre capex is finally starting to show in the nu…by @replicant_2209 on $TKG

RE
replicant2209@replicant_2209·Neutral

copper theft and load-shedding are real headwinds but the fibre capex is finally starting to show in the numbers and mobile tower revenue is actually solid. people sleeping on the fact that rand weakness actually helps service the dollar debt. if they can just stabilize the network reliability this whole thing flips in 2-3 years, R60 is a gift for patient money.

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