Blue Label Telecoms Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

JSE:BLU Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Aug 24	BuyR3,037,240	Mark Levy	Individual	578,521	R5.25
30 Aug 24	BuyR3,037,240	Brett Levy	Individual	578,521	R5.25
30 Aug 24	BuyR1,608,639	Dean Suntup	Individual	306,407	R5.25

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BLU?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	90,577,969	10.1%
General Public	168,177,216	18.8%
Individual Insiders	186,681,919	20.8%
Institutions	450,895,466	50.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 81.12% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.8%	Metal Industries Benefit Funds Administrators	141,338,797	R784.4m	0%	59.9%
13.8%	Allan Gray Proprietary Ltd.	123,923,485	R687.8m	0%	0.38%
9.75%	Brett Levy	87,435,987	R485.3m	-1.78%	no data
9.32%	Mark Levy	83,543,417	R463.7m	0.7%	no data
5.55%	Peresec Prime Brokers (Pty) Ltd, Asset Management Arm	49,702,879	R275.9m	-49.6%	4.0%
4.87%	Sanlam Investment Management (Pty) Ltd.	43,675,493	R242.4m	0%	0.16%
3.01%	ERZ Telecoms CC	26,943,509	R149.5m	0%	no data
2.79%	Centriq Sasol Equity Portfolio	25,000,000	R138.7m	0%	no data
2.64%	Zarclear Securities Lending Pty Ltd, Asset Management Arm	23,634,998	R131.2m	0%	41.57%
2.24%	Public Investment Corporation Limited	20,095,509	R111.5m	0%	0.01%
2.23%	Seaview Global Investments	20,000,000	R111.0m	0%	no data
2.17%	The Vanguard Group, Inc.	19,452,876	R108.0m	0%	no data
2.08%	Orient Victoria Capital Pte. Ltd.	18,634,460	R103.4m	0%	no data
1.27%	Dimensional Fund Advisors LP	11,355,340	R63.0m	0.03%	no data
1.12%	Laurence Nestadt	10,000,000	R55.5m	0%	no data
1.12%	Capricorn Fund Managers (Pty) Ltd.	10,000,000	R55.5m	0%	1.07%
0.59%	Dean Suntup	5,321,742	R29.5m	-13.7%	no data
0.3%	Flagship Private Asset Management (Pty) Ltd.	2,655,000	R14.7m	0%	1.74%
0.13%	Old Mutual Customised Solutions (Pty) Limited	1,180,714	R6.6m	0%	0.05%
0.12%	Stanlib Collective Investments	1,061,585	R5.9m	0%	0.02%
0.074%	Taquanta Asset Managers (Pty) Ltd.	661,208	R3.7m	0%	0.02%
0.048%	Sygnia Asset Management (Pty) Ltd	432,728	R2.4m	40.7%	0.01%
0.046%	Stanlib Multi-Manager Ltd.	413,886	R2.3m	0%	0.05%
0.042%	Johannes Mthimunye	372,573	R2.1m	0%	no data
0.029%	Investment Solutions Ltd.	260,524	R1.4m	0%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 04:13
End of Day Share Price	2024/12/20 00:00
Earnings	2024/05/31
Annual Earnings	2024/05/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Blue Label Telecoms Limited is covered by 7 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Sameera Cassim	Afrifocus Securities (Pty) Ltd.
Jaap Meijer	Arqaam Capital Research Offshore S.A.L.
Ian Brink	Arqaam Capital Research Offshore S.A.L.