In this episode of the podcast, Duncan McLeod interviews Blue Label Telecoms co-founders and co-CEOs Brett and Mark Levy on the future of the JSE-listed group.
The brothers speak about the sharp fall in the group’s share price — and what might be causing its decline. They also talk about why they bought 45% of Cell C, and why they believe the market is underestimating the potential not only of the mobile operator but also the synergies available across the broader group.
They talk about the complexity of Blue Label’s latest financial results — were its latest reported numbers too complex for ordinary investors to understand?
And they provide their views on where South Africa’s telecommunications market is headed. In the podcast, Brett Levy says he believes the industry will be completely transformed in the next 24-36 months.
The brothers talk about Cell C’s possible listing in 2020 and the potential for consolidation in the sector.
Lastly, Mark Levy talks about Blue Label’s international businesses in India and Mexico.
It’s a great discussion. Don’t miss it!
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