Airtel Africa Share Discussion Threads

[johnrxx99] 28/7/2022 09:05

I suspect another gift thanks to Mr Market.

[qs99] 28/7/2022 08:31

thanks wmb194 useful context

With no growth tho, just taking this Qtr forward, surely the EV/EBITDA with yield still just looks v low?

DYOR

[qs99] 28/7/2022 08:08

so c. £7.5bn EV, against c.£2bn annualised EBITDA (excluding any growth from this Q), so could show an EV/EBITDA ratio of around 3 by year end IMO with yield.

And market mark it down?

Happy to hold and buy the dips, DYOR

[roguetraderuk] 28/7/2022 08:03

slower margin growth but to be expected. however given the run up better to travel than arrive as i suggested a couple of days ago. wait and pick up the pieces.

[takemetooz] 28/7/2022 07:12

First glance these are superb results, good percentage growth across the board. :-)

[albert arthur] 28/7/2022 07:04

EBIT margin 48%

[albert arthur] 27/7/2022 23:41

Weak £ might benefit us here circa 20% in revs..

[albert arthur] 27/7/2022 05:57

Some #AAF information/catalysts in images and information... Not investment advice.. looks like #AAF YOY Q1 results could be good with recent partnership with UNICIF, full PSB licence... and also with a comparison to last year whilst we had covid restrictions... results tomorrow.https://twitter.com/albert__arthur/status/1552155934683807745?s=21&t=L2aTKMnRL50VVBdbNe36rw

[albert arthur] 25/7/2022 14:34

Should see a nice set of results here Thursday..

[johnrxx99] 25/7/2022 09:23

Yup, they are growing their bandwidth well and in the best markets. Expensive mind you.

[saltaire111] 25/7/2022 09:15

Expanded bandwidth for Kenya announced this morning. One of the fastest growing markets. Nice.

Salty

[paulo435] 23/7/2022 15:48

Received mine yesterday Joseph - maybe depends on ur broker

[joseph moran] 23/7/2022 14:40

I have not got the dividend for these as yet:-

AAF Airtel Africa FTSE 100 $0.03 (2.4489p) Final 13-May-22View 13-May-22 AAF Dividend Announcement 23-Jun-22 22-Jul-22

[robsy2] 22/7/2022 11:57

That’s a new high.

[roguetraderuk] 21/7/2022 07:53

think the results may end up being a "better to travel than arrive" moment, but thats a st issue and anyone with a 5 year outlook here should do v v well. there really is massive potential here but of course its em so makes it open to volatility and you have execution risk heightened when dealing with em, although this management is hitting the boundary every time so far. its one to add on any sustained periods of weakness.

[2vdm] 21/7/2022 07:43

Same for me and one of my best performing shares with a decent dividend too.

[mattd1] 19/7/2022 12:06

Yes, zero news but down a whack and then in no time back up a whack?!

One of my best holdings this - awesome.

Feel like there's got to be a slip back from this ... but always worried that "someone knows something" and as soon as I exit I'll regret!

Long term story is promising so I think it's a HOLD case for me.

[ynot68] 18/7/2022 15:36

Flying ATM!

[roguetraderuk] 08/7/2022 15:25

big vol yest on an up day and today thru 100dma but on lower vol so far (although lse vol comes in first and last hour in large). telcos have been defensive this year in face of inflation. today the company bought back some more debt. lt i really like this one could easily get taken out a a few times higher than today in a few years.

[bosbus] 08/7/2022 15:13

with good reason. Strange that there is so little chat here

[gswredland] 08/7/2022 14:22

Looks to be on a strong upward trend here!

[bosbus] 22/6/2022 07:54

And not for the first time!

[johnrxx99] 22/6/2022 07:45

Excellent news of buying back notes early.

[johnrxx99] 16/6/2022 09:10

An idea may be to look at borrowings and what direction interest rates are going, LOL