Interview: Brett and Mark Levy on the future of Blue Label Telecoms

Loading player...
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!
25 Sep 2018 English South Africa Technology · Business

Other recent episodes

Meet the CIO | Inside the JSE’s tech engine with CIO Tebalo Tsoaeli

Technology sits at the heart of modern capital markets, and nowhere is that more evident than at the JSE. In the latest episode of Meet the CIO, TechCentral editor Duncan McLeod sits down with Tebalo Tsoaeli, the bourse’s CIO, to unpack how technology underpins Africa’s largest stock exchange – and…
2 Feb 47 min

TCS+ | Cloud On Demand and Consnet: inside a real-world AWS partner success story

The cloud revolution has challenged businesses of all sizes by changing how IT teams go about implementing projects and managing infrastructure. IT service firms have been doubly challenged, having to sell a new computing paradigm to their clients while also practising what they preach and adopting cloud-first technologies in-house. Consnet…
30 Jan 25 min

Watts & Wheels S1E3: ‘BYD’s Corolla Cross challenger’

TechCentral’s electric car show Watts & Wheels is back for episode 3 of season 1, and while EVs remain the focus, the conversation takes a detour into something far less planet-friendly – and far more jaw-dropping. Duncan McLeod and co-host William Kelly kick off by drooling over a wild new…
30 Jan 36 min

Watts & Wheels S1E2: ‘China attacks, BMW digs in, Toyota’s sublime supercar’

Chinese car makers continue their rapid push into the South African market, raising uncomfortable questions for incumbents. With aggressive pricing, fast product cycles and increasingly polished vehicles, the competitive landscape is shifting faster than many expected. There is also an update on Stellantis’s manufacturing plans and what they could mean…
23 Jan 38 min