View Financial HealthBlu Label Unlimited Group 배당 및 자사주 매입배당 기준 점검 3/6Blu Label Unlimited Group 은(는) 현재 수익률이 10.01% 인 배당금 지급 회사입니다.핵심 정보10.0%배당 수익률0.008%자사주 매입 수익률총 주주 수익률10.0%미래 배당 수익률n/a배당 성장률-0.4%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향-13%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Mar 11Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 23 March 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 9.2%. Within top quartile of South African dividend payers (7.7%). Higher than average of industry peers (4.6%).모든 업데이트 보기Recent updates공고 • May 23Blu Label Unlimited Group Limited to Report Fiscal Year 2026 Results on Aug 27, 2026Blu Label Unlimited Group Limited announced that they will report fiscal year 2026 results at 4:50 PM, South Africa Standard Time on Aug 27, 2026Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 7.2% to R8.79. The fair value is estimated to be R7.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • May 05Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to R9.06. The fair value is estimated to be R7.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 19% to R8.50. The fair value is estimated to be R7.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Mar 11Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 23 March 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 9.2%. Within top quartile of South African dividend payers (7.7%). Higher than average of industry peers (4.6%).Reported Earnings • Mar 02First half 2026 earnings released: R5.56 loss per share (vs R0.44 profit in 1H 2025)First half 2026 results: R5.56 loss per share (down from R0.44 profit in 1H 2025). Revenue: R10.2b (up 44% from 1H 2025). Net loss: R5.00b (down R5.40b from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.New Risk • Feb 26New major risk - Revenue and earnings growthEarnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.공고 • Jan 09Blu Label Unlimited Group Limited to Report First Half, 2026 Results on Feb 25, 2026Blu Label Unlimited Group Limited announced that they will report first half, 2026 results on Feb 25, 2026Recent Insider Transactions • Nov 27Co-Founder recently bought R57m worth of stockOn the 25th of November, Brett Levy bought around 6m shares on-market at roughly R9.50 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R10.85, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 101% over the past three years.공고 • Oct 01Blu Label Unlimited Group Limited, Annual General Meeting, Nov 21, 2025Blu Label Unlimited Group Limited, Annual General Meeting, Nov 21, 2025.분석 기사 • Sep 04We Don’t Think Blue Label Telecoms' (JSE:BLU) Earnings Should Make Shareholders Too ComfortableInvestors appear disappointed with Blue Label Telecoms Limited's ( JSE:BLU ) recent earnings, despite the decent...공고 • Sep 01Blue Label Telecoms Limited Announces Resignation of Johannes Sanyana Mthimunye as Independent Non-Executive Director, Chairman of the Audit, Risk and Compliance Committee, Effective 29 August 2025Blue Label Telecoms Limited announced that Mr. Johannes Sanyana Mthimunye has tendered his resignation as an Independent Non-Executive Director of the company and its subsidiaries, effective 29 August 2025. Mr. Mthimunye will also step down as Chairman of the Audit, Risk and Compliance Committee, as well as from all other board committees on which he served. Mr. Mthimunye has elected to step down in order to focus more fully on his role as Independent Chairman of the Board of Cell C. His transition marks a pivotal stage in the execution of Cell C's ongoing restructuring strategy, including the potential listing on the JSE. Mr. Mthimunye has been a valued member of the Blue Label board for over a decade, during which time he has made a significant and lasting contribution to the governance and strategic direction of the group.분석 기사 • Aug 30Slammed 26% Blue Label Telecoms Limited (JSE:BLU) Screens Well Here But There Might Be A CatchThe Blue Label Telecoms Limited ( JSE:BLU ) share price has softened a substantial 26% over the previous 30 days...New Risk • Aug 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). High level of non-cash earnings (34% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).Reported Earnings • Aug 27Full year 2025 earnings released: EPS: R2.77 (vs R0.72 in FY 2024)Full year 2025 results: EPS: R2.77 (up from R0.72 in FY 2024). Revenue: R14.1b (down 1.0% from FY 2024). Net income: R2.48b (up 284% from FY 2024). Profit margin: 18% (up from 4.5% in FY 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.New Risk • Aug 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 34% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). High level of non-cash earnings (34% accrual ratio).Valuation Update With 7 Day Price Move • Aug 27Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to R13.08, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 109% over the past three years.공고 • Aug 07Blue Label Telecoms Limited to Report Fiscal Year 2025 Results on Aug 27, 2025Blue Label Telecoms Limited announced that they will report fiscal year 2025 results on Aug 27, 2025분석 기사 • Jul 19Blue Label Telecoms (JSE:BLU) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...분석 기사 • May 17Blue Label Telecoms Limited (JSE:BLU) Stock Rockets 31% As Investors Are Less Pessimistic Than ExpectedBlue Label Telecoms Limited ( JSE:BLU ) shares have continued their recent momentum with a 31% gain in the last month...Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R9.90, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 121% over the past three years.분석 기사 • Apr 10Does Blue Label Telecoms (JSE:BLU) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Feb 28Blue Label Telecoms (JSE:BLU) Will Want To Turn Around Its Return TrendsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Feb 26First half 2025 earnings released: EPS: R0.44 (vs R0.46 in 1H 2024)First half 2025 results: EPS: R0.44 (down from R0.46 in 1H 2024). Revenue: R7.12b (down 4.4% from 1H 2024). Net income: R395.4m (down 2.7% from 1H 2024). Profit margin: 5.6% (up from 5.5% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.공고 • Feb 18Blue Label Telecoms Limited to Report First Half, 2025 Results on Feb 20, 2025Blue Label Telecoms Limited announced that they will report first half, 2025 results on Feb 20, 2025분석 기사 • Feb 13Blue Label Telecoms Limited's (JSE:BLU) 29% Price Boost Is Out Of Tune With EarningsBlue Label Telecoms Limited ( JSE:BLU ) shareholders have had their patience rewarded with a 29% share price jump in...분석 기사 • Oct 11Here's Why Blue Label Telecoms (JSE:BLU) Is Weighed Down By Its Debt LoadThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공고 • Sep 30Blue Label Telecoms Limited, Annual General Meeting, Nov 28, 2024Blue Label Telecoms Limited, Annual General Meeting, Nov 28, 2024.Reported Earnings • Aug 30Full year 2024 earnings released: EPS: R0.72 (vs R0.30 in FY 2023)Full year 2024 results: EPS: R0.72 (up from R0.30 in FY 2023). Revenue: R14.7b (down 21% from FY 2023). Net income: R647.4m (up 141% from FY 2023). Profit margin: 4.4% (up from 1.4% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to R5.05, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 14% over the past three years.분석 기사 • Mar 24Blue Label Telecoms Limited (JSE:BLU) Stock Rockets 28% But Many Are Still Ignoring The CompanyBlue Label Telecoms Limited ( JSE:BLU ) shareholders would be excited to see that the share price has had a great...Reported Earnings • Feb 26First half 2024 earnings released: EPS: R0.46 (vs R0.087 loss in 1H 2023)First half 2024 results: EPS: R0.46 (up from R0.087 loss in 1H 2023). Revenue: R7.45b (down 23% from 1H 2023). Net income: R406.4m (up R483.4m from 1H 2023). Profit margin: 5.5% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R3.85, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 12x in the Telecom industry in Africa. Total loss to shareholders of 2.5% over the past three years.분석 기사 • Nov 28We Think Blue Label Telecoms (JSE:BLU) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Oct 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin).Recent Insider Transactions • Sep 15Co-Founder recently bought R3.8m worth of stockOn the 12th of September, Mark Levy bought around 1m shares on-market at roughly R2.82 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.Reported Earnings • Sep 04Full year 2023 earnings released: EPS: R0.30 (vs R1.17 in FY 2022)Full year 2023 results: EPS: R0.30 (down from R1.17 in FY 2022). Revenue: R18.7b (up 7.4% from FY 2022). Net income: R269.0m (down 74% from FY 2022). Profit margin: 1.4% (down from 5.9% in FY 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Recent Insider Transactions Derivative • Sep 03Co-Founder exercised options to buy R4.6m worth of stock.On the 31st of August, Mark Levy exercised options to buy 2m shares at a strike price of around R3.30, costing a total of R5.5m. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. Mark currently holds 79.96m shares (0.09049267296179513 of the company). Company insiders have collectively bought R14m more than they sold, via options and on-market transactions, in the last 12 months.New Risk • Aug 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended November 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (55% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported November 2022 fiscal period end). Profit margins are more than 30% lower than last year (2.3% net profit margin).공고 • Aug 25Blue Label Telecoms Limited Provides Earnings Guidance for the Year Ended May 31, 2023Blue Label Telecoms Limited provides earnings guidance for the year ended May 31, 2023. For the period, the company expects Earnings per share to be 28.13 - 32.82 cents per share. Headline earnings per share to be 39.62 - 44.31 cents per share and Core headline earnings per share to be 43.13 - 47.97 cents per share.공고 • Jul 08Blue Label Telecoms Limited Appoints Happy Masondo as an Independent Non- Executive DirectorBlue Label Telecoms Limited advised that Ms Happy Masondo has been appointed as an independent non- executive director to the Blue Label Board and as a member of the Social, Ethics and Ms Happy Masondo is a qualified senior attorney and director, with specialist skills in renewable energy projects, information technology projects and public-private partnerships. Her expertise includes legal and regulatory project management skills including collation of relevant compliance tender documents, analysis and review of the legal and regulatory requirements. She is an experienced non-executive director and currently serves on the boards of Dis-Chem Pharmacies, Bright Light Solar VCC and is a trustee of Investec Entrepreneurship Development Trust.공고 • Jun 07Blue Label Telecoms Limited Announces Resignation of Kevin Murray Ellerine from Its Board of DirectorsBlue Label Telecoms Limited announced that Mr. Kevin Murray Ellerine will be resigning from the board of Blue Label and its subsidiaries, as well as the Blue Label committees he served on with effect from 5 June 2023.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to R4.14, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 9x in the Telecom industry in Africa. Total returns to shareholders of 69% over the past three years.Reported Earnings • Feb 25First half 2023 earnings released: R0.087 loss per share (vs R0.61 profit in 1H 2022)First half 2023 results: R0.087 loss per share (down from R0.61 profit in 1H 2022). Revenue: R9.84b (up 10% from 1H 2022). Net loss: R76.9m (down 115% from profit in 1H 2022). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 23Does Blue Label Telecoms (JSE:BLU) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...공고 • Feb 18Blue Label Telecoms Limited Provides Earnings Guidance for the Six Months Ended November 30, 2022Blue Label Telecoms Limited provided earnings guidance for the six months ended November 30, 2022. For the period, the company expected earnings per share to be in the range of negative 9.95 cents to negative 7.52 cents per share.공고 • Jan 25Blue Label Telecoms Limited to Report Fiscal Year 2023 Final Results on Sep 29, 2023Blue Label Telecoms Limited announced that they will report fiscal year 2023 final results on Sep 29, 2023공고 • Jan 24Blue Label Telecoms Limited, Annual General Meeting, Nov 23, 2023Blue Label Telecoms Limited, Annual General Meeting, Nov 23, 2023.분석 기사 • Nov 18It's Unlikely That Blue Label Telecoms Limited's (JSE:BLU) CEO Will See A Huge Pay Rise This YearCEO Mark Levy has done a decent job of delivering relatively good performance at Blue Label Telecoms Limited ( JSE:BLU...공고 • Oct 01Blue Label Telecoms Limited, Annual General Meeting, Nov 24, 2022Blue Label Telecoms Limited, Annual General Meeting, Nov 24, 2022, at 10:00 South Africa Standard Time.Recent Insider Transactions Derivative • Sep 04Co-Founder exercised options to buy R13m worth of stock.On the 31st of August, Mark Levy exercised options to buy 2m shares at a strike price of around R6.50, costing a total of R14m. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. Mark currently holds 77.64m shares (0.08855182030993906 of the company). This was the only transaction from an insider over the last 12 months.Reported Earnings • Aug 28Full year 2022 earnings released: EPS: R1.17 (vs R0.92 in FY 2021)Full year 2022 results: EPS: R1.17 (up from R0.92 in FY 2021). Revenue: R17.4b (down 5.7% from FY 2021). Net income: R1.03b (up 28% from FY 2021). Profit margin: 5.9% (up from 4.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 08Estimating The Intrinsic Value Of Blue Label Telecoms Limited (JSE:BLU)In this article we are going to estimate the intrinsic value of Blue Label Telecoms Limited ( JSE:BLU ) by projecting...Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to R5.20, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 7x in the Telecom industry in Africa. Total returns to shareholders of 39% over the past three years.Buying Opportunity • Apr 08Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be R7.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company has become profitable.분석 기사 • Mar 14Improved Earnings Required Before Blue Label Telecoms Limited (JSE:BLU) Stock's 26% Jump Looks JustifiedDespite an already strong run, Blue Label Telecoms Limited ( JSE:BLU ) shares have been powering on, with a gain of 26...Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to R5.90, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 10x in the Commercial Services industry in Africa. Total returns to shareholders of 51% over the past three years.분석 기사 • Mar 02Why Blue Label Telecoms' (JSE:BLU) Earnings Are Better Than They SeemInvestors signalled that they were pleased with Blue Label Telecoms Limited's ( JSE:BLU ) most recent earnings report...Reported Earnings • Feb 24First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down R412.6m from profit in 1H 2021). Profit margin: (down from 4.4% in 1H 2021). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 27Full year 2021 earnings released: EPS R0.95 (vs R0.25 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R18.9b (down 9.3% from FY 2020). Net income: R805.3m (up 255% from FY 2020). Profit margin: 4.3% (up from 1.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공고 • Aug 21Blue Label Telecoms Limited Provides Earnings Guidance for the Year Ended May 31, 2021Blue Label Telecoms Limited provided earnings guidance for the year ended May 31, 2021. For the year, the company expected shareholders are advised that basic, headline and core headline earnings per share for the year ended 31 May 2021 will increase by more than 20% in comparison to the year ended 31 May 2020. The company expects earnings per share in range of 94.27 cents to 94.83 cents against 13.89 cents a year ago.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to R5.88, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 15x in the Commercial Services industry in Africa. Total loss to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.86, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 15x in the Commercial Services industry in Africa. Total loss to shareholders of 48% over the past three years.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to R4.13, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 11x in the Commercial Services industry in Africa. Total loss to shareholders of 68% over the past three years.Is New 90 Day High Low • Feb 06New 90-day high: R4.84The company is up 26% from its price of R3.85 on 06 November 2020. The South African market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 25% over the same period.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.45, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 13x in the Commercial Services industry in Africa. Total return to shareholders over the past three years is a loss of 68%.Is New 90 Day High Low • Jan 19New 90-day high: R4.39The company is up 14% from its price of R3.85 on 21 October 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 6.0% over the same period.공고 • Dec 11Blue Label Telecoms Limited to Report First Half, 2021 Results on Feb 26, 2021Blue Label Telecoms Limited announced that they will report first half, 2021 results on Feb 26, 2021Is New 90 Day High Low • Nov 20New 90-day high: R3.99The company is up 49% from its price of R2.68 on 21 August 2020. The South African market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 37% over the same period.Is New 90 Day High Low • Oct 07New 90-day high: R3.76The company is up 30% from its price of R2.90 on 09 July 2020. The South African market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 10.0% over the same period.Is New 90 Day High Low • Sep 22New 90-day high: R3.50The company is up 23% from its price of R2.84 on 24 June 2020. The South African market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 6.0% over the same period.공고 • Sep 19Blue Label Telecoms Limited Appoints Nomavuso Mnxasana as Independent Non Executive Director to the Blue Label Board and as A Member to Blue Label Audit, Risk and Compliance CommitteeBlue Label Telecoms Limited announced that, shareholders are advised that Ms. Nomavuso Mnxasana has been appointed as an independent non-executive director to the company board and as a member to the Audit, Risk and Compliance Committee with effect from 18 September 2020. Ms. Mnxasana was a senior partner and member of the executive committee of SizweNtsaluba VSP before serving a group audit and risk executive at Imperial Holdings Limited. Currently holds directorships at Barloworld Limited, Arcelor Mittal SA Limited and Industrial Development Corporation of South Africa Limited.공고 • Sep 01+ 1 more updateDNI-4PL Contracts (Pty) Ltd completed the acquisition of 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU).DNI-4PL Contracts (Pty) Ltd entered into a sale of shares agreement to acquire 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU) for approximately ZAR 530 million on September 25, 2019. VAS Operations comprises companies that currently form part of Blue Label Mobile as well as certain smaller companies which will be consolidated under Blue Label Mobile prior to the implementation of the VAS Operations Transaction. The consideration payable by DNI to Blue Label is ZAR 350 million; plus ZAR 100 million which shall escalate at the prime rate of interest plus 2% (compounding annually in arrears) from the fifth business day after the date on which all Suspensive Conditions (as defined below) are met and the date upon which the board of directors of Cell C Limited resolve that Cell C passes the solvency and liquidity test; plus all amounts paid by Blue Label Mobile in respect of the Blue Label Mobile’s acquisition of 50% of the issued ordinary shares of each of Hyve Mobile Proprietary Limited and Mobile Content Africa Limited (expected to be ZAR 84.2 million plus interest thereon). In a related deal, DNI-4PL Contracts (Pty) Ltd entered into a sale of shares agreement to acquire 3G Mobile (Pty) Ltd from The Prepaid Company (Pty) Ltd. The deal is subject to by not later than October 4, 2019 the 15% minority shareholder in Blue Label Mobile shall have irrevocably and unconditionally consented to the VAS Operations Transaction; by no later than October 25, 2019, various financial and management accounts are delivered to DNI and to DNI's satisfaction; by not later than October 31, 2019 the relevant third parties to the material agreements shall have consented to the change of control over Blue Label Mobile that will result from the VAS Operations Transaction; Investec Bank Limited (“Investec”) consents in writing to the VAS Operations Transaction; to the extent required, a resolution in terms of which the shareholders of Blue Label approve the VAS Operations Transaction in shall have been passed; and the regulatory approvals, if any, required by inter-alia Independent Communications Authority of South Africa “(“ICASA”), the competition authorities, the Financial Surveillance Department of the South African Reserve Bank and the Takeover Regulation Panel established in terms of the Companies Act ("TRP") for the implementation of the VAS Operations Transaction shall have been granted, to the extent required by DNI. The Board is unanimously of the opinion that the terms and conditions thereof are fair to and in the interest of Shareholders and, accordingly, recommend that Shareholders vote in favour of the resolution to be proposed at the General Meeting. The deal is approved by shareholders of Blue Label Telecoms Limited on December 4, 2019. All suspensive conditions relating to the disposal of Blue Label’s VAS Operations have been fulfilled on April 30, 2020. The funds obtained from the transactions will be applied to reduce Blue Label’s current interest-bearing debt. Investec Bank Limited acted as financial advisor, Werksmans Inc acted as legal advisor for Blue Label Telecoms Limited and CDH acted as legal advisor for DNI. Computershare Investor Services Proprietary Limited acted as transfer secretary and PricewaterhouseCoopers Inc. acted as auditor for Blue Label Telecoms Limited. DNI-4PL Contracts (Pty) Ltd completed the acquisition of 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU) on April 30, 2020.공고 • Aug 10Blue Label Telecoms Limited to Report Fiscal Year 2020 Results on Aug 27, 2020Blue Label Telecoms Limited announced that they will report fiscal year 2020 results on Aug 27, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: BLU 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: BLU 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Blu Label Unlimited Group 배당 수익률 vs 시장BLU의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (BLU)10.0%시장 하위 25% (ZA)3.3%시장 상위 25% (ZA)7.4%업계 평균 (Telecom)4.6%분석가 예측 (BLU) (최대 3년)n/a주목할만한 배당금: BLU 의 배당금( 10.01% )은 ZA 시장에서 배당금 지급자의 하위 25%( 3.34% )보다 높습니다.고배당: BLU 의 배당금( 10.01% )은 ZA 시장( 7.36% )주주 대상 이익 배당수익 보장: BLU 배당금을 지급하고 있지만 회사는 수익성이 없습니다.주주 현금 배당현금 흐름 범위: BLU 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YZA 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/11 13:50종가2026/08/07 00:00수익2025/11/30연간 수익2025/05/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Blu Label Unlimited Group Limited는 4명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jaap MeijerArqaam Capital Research Offshore S.A.L.Ian BrinkArqaam Capital Research Offshore S.A.L.Guy PeddyMacquarie Research1명의 분석가 더 보기
Upcoming Dividend • Mar 11Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 23 March 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 9.2%. Within top quartile of South African dividend payers (7.7%). Higher than average of industry peers (4.6%).
공고 • May 23Blu Label Unlimited Group Limited to Report Fiscal Year 2026 Results on Aug 27, 2026Blu Label Unlimited Group Limited announced that they will report fiscal year 2026 results at 4:50 PM, South Africa Standard Time on Aug 27, 2026
Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 7.2% to R8.79. The fair value is estimated to be R7.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • May 05Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to R9.06. The fair value is estimated to be R7.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 19% to R8.50. The fair value is estimated to be R7.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Mar 11Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 23 March 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 9.2%. Within top quartile of South African dividend payers (7.7%). Higher than average of industry peers (4.6%).
Reported Earnings • Mar 02First half 2026 earnings released: R5.56 loss per share (vs R0.44 profit in 1H 2025)First half 2026 results: R5.56 loss per share (down from R0.44 profit in 1H 2025). Revenue: R10.2b (up 44% from 1H 2025). Net loss: R5.00b (down R5.40b from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
New Risk • Feb 26New major risk - Revenue and earnings growthEarnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
공고 • Jan 09Blu Label Unlimited Group Limited to Report First Half, 2026 Results on Feb 25, 2026Blu Label Unlimited Group Limited announced that they will report first half, 2026 results on Feb 25, 2026
Recent Insider Transactions • Nov 27Co-Founder recently bought R57m worth of stockOn the 25th of November, Brett Levy bought around 6m shares on-market at roughly R9.50 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R10.85, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 101% over the past three years.
공고 • Oct 01Blu Label Unlimited Group Limited, Annual General Meeting, Nov 21, 2025Blu Label Unlimited Group Limited, Annual General Meeting, Nov 21, 2025.
분석 기사 • Sep 04We Don’t Think Blue Label Telecoms' (JSE:BLU) Earnings Should Make Shareholders Too ComfortableInvestors appear disappointed with Blue Label Telecoms Limited's ( JSE:BLU ) recent earnings, despite the decent...
공고 • Sep 01Blue Label Telecoms Limited Announces Resignation of Johannes Sanyana Mthimunye as Independent Non-Executive Director, Chairman of the Audit, Risk and Compliance Committee, Effective 29 August 2025Blue Label Telecoms Limited announced that Mr. Johannes Sanyana Mthimunye has tendered his resignation as an Independent Non-Executive Director of the company and its subsidiaries, effective 29 August 2025. Mr. Mthimunye will also step down as Chairman of the Audit, Risk and Compliance Committee, as well as from all other board committees on which he served. Mr. Mthimunye has elected to step down in order to focus more fully on his role as Independent Chairman of the Board of Cell C. His transition marks a pivotal stage in the execution of Cell C's ongoing restructuring strategy, including the potential listing on the JSE. Mr. Mthimunye has been a valued member of the Blue Label board for over a decade, during which time he has made a significant and lasting contribution to the governance and strategic direction of the group.
분석 기사 • Aug 30Slammed 26% Blue Label Telecoms Limited (JSE:BLU) Screens Well Here But There Might Be A CatchThe Blue Label Telecoms Limited ( JSE:BLU ) share price has softened a substantial 26% over the previous 30 days...
New Risk • Aug 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). High level of non-cash earnings (34% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).
Reported Earnings • Aug 27Full year 2025 earnings released: EPS: R2.77 (vs R0.72 in FY 2024)Full year 2025 results: EPS: R2.77 (up from R0.72 in FY 2024). Revenue: R14.1b (down 1.0% from FY 2024). Net income: R2.48b (up 284% from FY 2024). Profit margin: 18% (up from 4.5% in FY 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 34% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). High level of non-cash earnings (34% accrual ratio).
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to R13.08, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 109% over the past three years.
공고 • Aug 07Blue Label Telecoms Limited to Report Fiscal Year 2025 Results on Aug 27, 2025Blue Label Telecoms Limited announced that they will report fiscal year 2025 results on Aug 27, 2025
분석 기사 • Jul 19Blue Label Telecoms (JSE:BLU) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
분석 기사 • May 17Blue Label Telecoms Limited (JSE:BLU) Stock Rockets 31% As Investors Are Less Pessimistic Than ExpectedBlue Label Telecoms Limited ( JSE:BLU ) shares have continued their recent momentum with a 31% gain in the last month...
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R9.90, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 121% over the past three years.
분석 기사 • Apr 10Does Blue Label Telecoms (JSE:BLU) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Feb 28Blue Label Telecoms (JSE:BLU) Will Want To Turn Around Its Return TrendsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Feb 26First half 2025 earnings released: EPS: R0.44 (vs R0.46 in 1H 2024)First half 2025 results: EPS: R0.44 (down from R0.46 in 1H 2024). Revenue: R7.12b (down 4.4% from 1H 2024). Net income: R395.4m (down 2.7% from 1H 2024). Profit margin: 5.6% (up from 5.5% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
공고 • Feb 18Blue Label Telecoms Limited to Report First Half, 2025 Results on Feb 20, 2025Blue Label Telecoms Limited announced that they will report first half, 2025 results on Feb 20, 2025
분석 기사 • Feb 13Blue Label Telecoms Limited's (JSE:BLU) 29% Price Boost Is Out Of Tune With EarningsBlue Label Telecoms Limited ( JSE:BLU ) shareholders have had their patience rewarded with a 29% share price jump in...
분석 기사 • Oct 11Here's Why Blue Label Telecoms (JSE:BLU) Is Weighed Down By Its Debt LoadThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공고 • Sep 30Blue Label Telecoms Limited, Annual General Meeting, Nov 28, 2024Blue Label Telecoms Limited, Annual General Meeting, Nov 28, 2024.
Reported Earnings • Aug 30Full year 2024 earnings released: EPS: R0.72 (vs R0.30 in FY 2023)Full year 2024 results: EPS: R0.72 (up from R0.30 in FY 2023). Revenue: R14.7b (down 21% from FY 2023). Net income: R647.4m (up 141% from FY 2023). Profit margin: 4.4% (up from 1.4% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to R5.05, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 14% over the past three years.
분석 기사 • Mar 24Blue Label Telecoms Limited (JSE:BLU) Stock Rockets 28% But Many Are Still Ignoring The CompanyBlue Label Telecoms Limited ( JSE:BLU ) shareholders would be excited to see that the share price has had a great...
Reported Earnings • Feb 26First half 2024 earnings released: EPS: R0.46 (vs R0.087 loss in 1H 2023)First half 2024 results: EPS: R0.46 (up from R0.087 loss in 1H 2023). Revenue: R7.45b (down 23% from 1H 2023). Net income: R406.4m (up R483.4m from 1H 2023). Profit margin: 5.5% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R3.85, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 12x in the Telecom industry in Africa. Total loss to shareholders of 2.5% over the past three years.
분석 기사 • Nov 28We Think Blue Label Telecoms (JSE:BLU) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Oct 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin).
Recent Insider Transactions • Sep 15Co-Founder recently bought R3.8m worth of stockOn the 12th of September, Mark Levy bought around 1m shares on-market at roughly R2.82 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.
Reported Earnings • Sep 04Full year 2023 earnings released: EPS: R0.30 (vs R1.17 in FY 2022)Full year 2023 results: EPS: R0.30 (down from R1.17 in FY 2022). Revenue: R18.7b (up 7.4% from FY 2022). Net income: R269.0m (down 74% from FY 2022). Profit margin: 1.4% (down from 5.9% in FY 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Recent Insider Transactions Derivative • Sep 03Co-Founder exercised options to buy R4.6m worth of stock.On the 31st of August, Mark Levy exercised options to buy 2m shares at a strike price of around R3.30, costing a total of R5.5m. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. Mark currently holds 79.96m shares (0.09049267296179513 of the company). Company insiders have collectively bought R14m more than they sold, via options and on-market transactions, in the last 12 months.
New Risk • Aug 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended November 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (55% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported November 2022 fiscal period end). Profit margins are more than 30% lower than last year (2.3% net profit margin).
공고 • Aug 25Blue Label Telecoms Limited Provides Earnings Guidance for the Year Ended May 31, 2023Blue Label Telecoms Limited provides earnings guidance for the year ended May 31, 2023. For the period, the company expects Earnings per share to be 28.13 - 32.82 cents per share. Headline earnings per share to be 39.62 - 44.31 cents per share and Core headline earnings per share to be 43.13 - 47.97 cents per share.
공고 • Jul 08Blue Label Telecoms Limited Appoints Happy Masondo as an Independent Non- Executive DirectorBlue Label Telecoms Limited advised that Ms Happy Masondo has been appointed as an independent non- executive director to the Blue Label Board and as a member of the Social, Ethics and Ms Happy Masondo is a qualified senior attorney and director, with specialist skills in renewable energy projects, information technology projects and public-private partnerships. Her expertise includes legal and regulatory project management skills including collation of relevant compliance tender documents, analysis and review of the legal and regulatory requirements. She is an experienced non-executive director and currently serves on the boards of Dis-Chem Pharmacies, Bright Light Solar VCC and is a trustee of Investec Entrepreneurship Development Trust.
공고 • Jun 07Blue Label Telecoms Limited Announces Resignation of Kevin Murray Ellerine from Its Board of DirectorsBlue Label Telecoms Limited announced that Mr. Kevin Murray Ellerine will be resigning from the board of Blue Label and its subsidiaries, as well as the Blue Label committees he served on with effect from 5 June 2023.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to R4.14, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 9x in the Telecom industry in Africa. Total returns to shareholders of 69% over the past three years.
Reported Earnings • Feb 25First half 2023 earnings released: R0.087 loss per share (vs R0.61 profit in 1H 2022)First half 2023 results: R0.087 loss per share (down from R0.61 profit in 1H 2022). Revenue: R9.84b (up 10% from 1H 2022). Net loss: R76.9m (down 115% from profit in 1H 2022). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 23Does Blue Label Telecoms (JSE:BLU) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
공고 • Feb 18Blue Label Telecoms Limited Provides Earnings Guidance for the Six Months Ended November 30, 2022Blue Label Telecoms Limited provided earnings guidance for the six months ended November 30, 2022. For the period, the company expected earnings per share to be in the range of negative 9.95 cents to negative 7.52 cents per share.
공고 • Jan 25Blue Label Telecoms Limited to Report Fiscal Year 2023 Final Results on Sep 29, 2023Blue Label Telecoms Limited announced that they will report fiscal year 2023 final results on Sep 29, 2023
공고 • Jan 24Blue Label Telecoms Limited, Annual General Meeting, Nov 23, 2023Blue Label Telecoms Limited, Annual General Meeting, Nov 23, 2023.
분석 기사 • Nov 18It's Unlikely That Blue Label Telecoms Limited's (JSE:BLU) CEO Will See A Huge Pay Rise This YearCEO Mark Levy has done a decent job of delivering relatively good performance at Blue Label Telecoms Limited ( JSE:BLU...
공고 • Oct 01Blue Label Telecoms Limited, Annual General Meeting, Nov 24, 2022Blue Label Telecoms Limited, Annual General Meeting, Nov 24, 2022, at 10:00 South Africa Standard Time.
Recent Insider Transactions Derivative • Sep 04Co-Founder exercised options to buy R13m worth of stock.On the 31st of August, Mark Levy exercised options to buy 2m shares at a strike price of around R6.50, costing a total of R14m. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. Mark currently holds 77.64m shares (0.08855182030993906 of the company). This was the only transaction from an insider over the last 12 months.
Reported Earnings • Aug 28Full year 2022 earnings released: EPS: R1.17 (vs R0.92 in FY 2021)Full year 2022 results: EPS: R1.17 (up from R0.92 in FY 2021). Revenue: R17.4b (down 5.7% from FY 2021). Net income: R1.03b (up 28% from FY 2021). Profit margin: 5.9% (up from 4.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 08Estimating The Intrinsic Value Of Blue Label Telecoms Limited (JSE:BLU)In this article we are going to estimate the intrinsic value of Blue Label Telecoms Limited ( JSE:BLU ) by projecting...
Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to R5.20, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 7x in the Telecom industry in Africa. Total returns to shareholders of 39% over the past three years.
Buying Opportunity • Apr 08Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be R7.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company has become profitable.
분석 기사 • Mar 14Improved Earnings Required Before Blue Label Telecoms Limited (JSE:BLU) Stock's 26% Jump Looks JustifiedDespite an already strong run, Blue Label Telecoms Limited ( JSE:BLU ) shares have been powering on, with a gain of 26...
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to R5.90, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 10x in the Commercial Services industry in Africa. Total returns to shareholders of 51% over the past three years.
분석 기사 • Mar 02Why Blue Label Telecoms' (JSE:BLU) Earnings Are Better Than They SeemInvestors signalled that they were pleased with Blue Label Telecoms Limited's ( JSE:BLU ) most recent earnings report...
Reported Earnings • Feb 24First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down R412.6m from profit in 1H 2021). Profit margin: (down from 4.4% in 1H 2021). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 27Full year 2021 earnings released: EPS R0.95 (vs R0.25 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R18.9b (down 9.3% from FY 2020). Net income: R805.3m (up 255% from FY 2020). Profit margin: 4.3% (up from 1.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공고 • Aug 21Blue Label Telecoms Limited Provides Earnings Guidance for the Year Ended May 31, 2021Blue Label Telecoms Limited provided earnings guidance for the year ended May 31, 2021. For the year, the company expected shareholders are advised that basic, headline and core headline earnings per share for the year ended 31 May 2021 will increase by more than 20% in comparison to the year ended 31 May 2020. The company expects earnings per share in range of 94.27 cents to 94.83 cents against 13.89 cents a year ago.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to R5.88, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 15x in the Commercial Services industry in Africa. Total loss to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.86, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 15x in the Commercial Services industry in Africa. Total loss to shareholders of 48% over the past three years.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to R4.13, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 11x in the Commercial Services industry in Africa. Total loss to shareholders of 68% over the past three years.
Is New 90 Day High Low • Feb 06New 90-day high: R4.84The company is up 26% from its price of R3.85 on 06 November 2020. The South African market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 25% over the same period.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.45, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 13x in the Commercial Services industry in Africa. Total return to shareholders over the past three years is a loss of 68%.
Is New 90 Day High Low • Jan 19New 90-day high: R4.39The company is up 14% from its price of R3.85 on 21 October 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 6.0% over the same period.
공고 • Dec 11Blue Label Telecoms Limited to Report First Half, 2021 Results on Feb 26, 2021Blue Label Telecoms Limited announced that they will report first half, 2021 results on Feb 26, 2021
Is New 90 Day High Low • Nov 20New 90-day high: R3.99The company is up 49% from its price of R2.68 on 21 August 2020. The South African market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 37% over the same period.
Is New 90 Day High Low • Oct 07New 90-day high: R3.76The company is up 30% from its price of R2.90 on 09 July 2020. The South African market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Sep 22New 90-day high: R3.50The company is up 23% from its price of R2.84 on 24 June 2020. The South African market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 6.0% over the same period.
공고 • Sep 19Blue Label Telecoms Limited Appoints Nomavuso Mnxasana as Independent Non Executive Director to the Blue Label Board and as A Member to Blue Label Audit, Risk and Compliance CommitteeBlue Label Telecoms Limited announced that, shareholders are advised that Ms. Nomavuso Mnxasana has been appointed as an independent non-executive director to the company board and as a member to the Audit, Risk and Compliance Committee with effect from 18 September 2020. Ms. Mnxasana was a senior partner and member of the executive committee of SizweNtsaluba VSP before serving a group audit and risk executive at Imperial Holdings Limited. Currently holds directorships at Barloworld Limited, Arcelor Mittal SA Limited and Industrial Development Corporation of South Africa Limited.
공고 • Sep 01+ 1 more updateDNI-4PL Contracts (Pty) Ltd completed the acquisition of 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU).DNI-4PL Contracts (Pty) Ltd entered into a sale of shares agreement to acquire 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU) for approximately ZAR 530 million on September 25, 2019. VAS Operations comprises companies that currently form part of Blue Label Mobile as well as certain smaller companies which will be consolidated under Blue Label Mobile prior to the implementation of the VAS Operations Transaction. The consideration payable by DNI to Blue Label is ZAR 350 million; plus ZAR 100 million which shall escalate at the prime rate of interest plus 2% (compounding annually in arrears) from the fifth business day after the date on which all Suspensive Conditions (as defined below) are met and the date upon which the board of directors of Cell C Limited resolve that Cell C passes the solvency and liquidity test; plus all amounts paid by Blue Label Mobile in respect of the Blue Label Mobile’s acquisition of 50% of the issued ordinary shares of each of Hyve Mobile Proprietary Limited and Mobile Content Africa Limited (expected to be ZAR 84.2 million plus interest thereon). In a related deal, DNI-4PL Contracts (Pty) Ltd entered into a sale of shares agreement to acquire 3G Mobile (Pty) Ltd from The Prepaid Company (Pty) Ltd. The deal is subject to by not later than October 4, 2019 the 15% minority shareholder in Blue Label Mobile shall have irrevocably and unconditionally consented to the VAS Operations Transaction; by no later than October 25, 2019, various financial and management accounts are delivered to DNI and to DNI's satisfaction; by not later than October 31, 2019 the relevant third parties to the material agreements shall have consented to the change of control over Blue Label Mobile that will result from the VAS Operations Transaction; Investec Bank Limited (“Investec”) consents in writing to the VAS Operations Transaction; to the extent required, a resolution in terms of which the shareholders of Blue Label approve the VAS Operations Transaction in shall have been passed; and the regulatory approvals, if any, required by inter-alia Independent Communications Authority of South Africa “(“ICASA”), the competition authorities, the Financial Surveillance Department of the South African Reserve Bank and the Takeover Regulation Panel established in terms of the Companies Act ("TRP") for the implementation of the VAS Operations Transaction shall have been granted, to the extent required by DNI. The Board is unanimously of the opinion that the terms and conditions thereof are fair to and in the interest of Shareholders and, accordingly, recommend that Shareholders vote in favour of the resolution to be proposed at the General Meeting. The deal is approved by shareholders of Blue Label Telecoms Limited on December 4, 2019. All suspensive conditions relating to the disposal of Blue Label’s VAS Operations have been fulfilled on April 30, 2020. The funds obtained from the transactions will be applied to reduce Blue Label’s current interest-bearing debt. Investec Bank Limited acted as financial advisor, Werksmans Inc acted as legal advisor for Blue Label Telecoms Limited and CDH acted as legal advisor for DNI. Computershare Investor Services Proprietary Limited acted as transfer secretary and PricewaterhouseCoopers Inc. acted as auditor for Blue Label Telecoms Limited. DNI-4PL Contracts (Pty) Ltd completed the acquisition of 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU) on April 30, 2020.
공고 • Aug 10Blue Label Telecoms Limited to Report Fiscal Year 2020 Results on Aug 27, 2020Blue Label Telecoms Limited announced that they will report fiscal year 2020 results on Aug 27, 2020