Airtel Africa Share Discussion Threads

[swiss paul] 12/5/2025 17:16:05

Well Bosbus, whatever it was it does not seem to be as bad as first made out. Hopefully heading to that 180 line

[bosbus] 08/5/2025 08:52:19

Please could someone explain, to a layman, what was so bad about the results?

[im5] 28/3/2025 13:01:45

@Swiss Paul - Price inflection in AAF from end Nov-24 superimposes the USD/NGN chart near perfectly. So, as we knew, price is STRONGLY correlated to USD/NGN levels, attributing recent uplift to relative weakness in Dollar vs Naira over that period.

Your thesis is likely to hold if Dollar continues slow devaluation - in the event of rapid devaluation I imagine 'all bets are off', and we're at war with somebody!

[swiss paul] 19/3/2025 16:00:37

A bit late to the party but I hope the upward trend continues

[2vdm] 10/2/2025 09:54:18

Deutche Bank have a "Buy" signal out for AAF this a.m.

[tiswas] 30/1/2025 08:12:34

With no broker coverage I am not sure I really have a good understanding of this other than that Africa is clearly a huge growth market for mobile/data and someone might buy it one day!

[bosbus] 22/1/2025 08:55:06

Yes, Bharti Mittal bought a truck load of shares before Christmas then on Jan 2nd PCA, a company he owns bought 15,000,000 more

[akb44] 21/1/2025 21:03:18

Is there anything other than Mr Market causing the recent price increase trend?

[saltaire111] 23/12/2024 11:44:45

Happy Christmas to shareholders:

London and Lagos, 23 December 2024: Airtel Africa, a leading provider of telecommunications and mobile money services, with a presence in 14 countries across Africa, announces the commencement of a second share buyback programme that will return up to $100 million to shareholders.

The share buyback reflects the Board's confidence in the Company's continued growth potential, the strength of its balance sheet and the consistent cash accretion at the holding company level. Furthermore, the buyback remains in line with the Company's existing capital allocation policy. The programme will be executed in accordance with applicable securities laws and regulation.

The share buy-back programme is expected to be phased over two tranches, with the first tranche commencing today and anticipated to end on or before 24 April 2025. The first tranche will amount to a maximum of $50 million. The Company has entered into an agreement with Barclays Capital Securities Limited ("Barclays") to conduct the first tranche of the buy-back and carry out on-market purchases of its ordinary shares with the Company subsequently purchasing its ordinary shares from Barclays. Under this agreement, Barclays will act as riskless principal and will make decisions independently of the Company.

The sole purpose of the buy-back programme is to reduce the capital of the Company. As such, all shares purchased under the buy-back programme will be cancelled.

[qs99] 28/11/2024 08:51:50

agreed, I bailed a while back, devaluation of currencies in Africa happening at pace & Trump / new Treasury guys will want a strongish $DYOR

[bosbus] 27/11/2024 17:00:09

S111
5 recent RNS purchases by SBM and family. Not sure what the total is but it appears to show serious confidence in the company.
Where does all the discussion about AAF happen? Hardly ever any posts here. I'm a LTH and slightly underwater atm

[saltaire111] 27/11/2024 15:42:53

Hard to tell from the RNS but it looks like Shravin Bharti Mittal has just bought almost £2m worth of shares.

[ashwani01] 04/11/2024 11:47:54

Had left the camp at 109 some time ago. Back in this morning at 103.9

[joedjoed] 26/10/2024 16:46:25

Can anyone explain how they are both losing revenue (in reporting currency) due to Naira weakness AND losing on their Naira FX hedge? Looks to me like they have their "hedge" the wrong way round. What the hell are they hedging against?

[martinmc123] 25/10/2024 11:17:32

4*
Airtel Africa posted solid HY numbers this morning reporting sustained operating momentum reflecting continued execution against a significant growth opportunity. The total customer base grew by 6.1% to 156.6 million which fuelled strong financial performance. Revenue in constant currency grew by 19.9% in H1'25 with growth accelerating to 20.8% in Q2'25 driven by an acceleration of growth in Nigeria to 38.2% and in Francophone Africa to 9.0%. However, profitability was impacted by a substantial increase in fuel prices across markets and the lower contribution of Nigeria to the Group after the naira devaluation contributed to a decline in EBITDA...

...from WealthOracle

wealthoracle.co.uk/detailed-result-full/AAF/913

[glennpaul] 24/9/2024 10:28:19

ml play wth 8clothes lollipop likkip

[glennpaul] 24/9/2024 10:19:00

q and very p of the new year with a lot more of a year ago but I think

[hjs] 04/9/2024 09:51:35

No news and share price drops 10%. It appears shorts are responsible for the drop.

[ashwani01] 04/9/2024 09:23:12

Top up opportunity taken

[boonkoh] 31/7/2024 20:58:12

Major protest in Nigeria might start on Thursday.