| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 1/6 |
TLM Overview
TeleMasters Holdings Limited, together with its subsidiaries, offers telecommunications services to businesses in South Africa.
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | R1.50 |
| 52 Week High | R0.80 |
| 52 Week Low | R1.59 |
| Beta | 0.42 |
| 1 Month Change | 1.35% |
| 3 Month Change | 7.14% |
| 1 Year Change | 87.50% |
| 3 Year Change | 100.00% |
| 5 Year Change | 141.94% |
| Change since IPO | -42.31% |
Recent News & Updates
TeleMasters Holdings (JSE:TLM) Will Pay A Dividend Of R0.016
The board of TeleMasters Holdings Limited ( JSE:TLM ) has announced that it will pay a dividend of R0.016 per share on...
TeleMasters Holdings (JSE:TLM) Has Re-Affirmed Its Dividend Of R0.016
The board of TeleMasters Holdings Limited ( JSE:TLM ) has announced that it will pay a dividend on the 25th of October...
Shareholder Returns
| TLM | ZA Telecom | ZA Market | |
|---|---|---|---|
| 7D | 20.0% | 1.6% | 0.7% |
| 1Y | 87.5% | 10.8% | 20.7% |
Return vs Industry: TLM exceeded the ZA Telecom industry which returned 10% over the past year.
Return vs Market: TLM exceeded the ZA Market which returned 21.3% over the past year.
Price Volatility
| TLM volatility | |
|---|---|
| TLM Beta | 0.42 |
| Industry Beta | 0.45 |
| Market Beta | 1 |
Stable Share Price: TLM is more volatile than 75% of ZA stocks over the past 3 months, typically moving +/- 12% a week.
Volatility Over Time: TLM's weekly volatility (12%) has been stable over the past year, but is still higher than 75% of ZA stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2006 | n/a | Jaco-Muller Voigt | https://www.telemasters.co.za |
TeleMasters Holdings Limited, together with its subsidiaries, offers telecommunications services to businesses in South Africa. The company offers fixed line, cellular, data, and VOIP services. It also offers Internet connectivity services and cloud solutions.
TeleMasters Holdings Fundamentals Summary
| TLM fundamental statistics | |
|---|---|
| Market Cap | R75.75m |
| Earnings (TTM) | -R3.94m |
| Revenue (TTM) | R76.01m |
1.0x
P/S Ratio-19.2x
P/E RatioIs TLM overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| TLM income statement (TTM) | |
|---|---|
| Revenue | R76.01m |
| Cost of Revenue | R38.52m |
| Gross Profit | R37.49m |
| Expenses | R41.43m |
| Earnings | -R3.94m |
Last Reported Earnings
Jun 30, 2021
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.078 |
| Gross Margin | 49.32% |
| Net Profit Margin | -5.18% |
| Debt/Equity Ratio | 0% |
How did TLM perform over the long term?
See historical performance and comparisonDividends
4.3%
Current Dividend Yield-82%
Payout RatioDoes TLM pay a reliable dividends?
See TLM dividend history and benchmarks| TeleMasters Holdings dividend dates | |
|---|---|
| Ex Dividend Date | Oct 20 2021 |
| Dividend Pay Date | Oct 25 2021 |
| Days until Ex dividend | 1 day |
| Days until Dividend pay date | 6 days |
Does TLM pay a reliable dividends?
See TLM dividend history and benchmarksValuation
Is TeleMasters Holdings undervalued compared to its fair value and its price relative to the market?
2.24x
Price to Book (PB) ratio
Share Price vs. Fair Value
Below Fair Value: TLM (ZAR1.5) is trading above our estimate of fair value (ZAR0.41)
Significantly Below Fair Value: TLM is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: TLM is unprofitable, so we can't compare its PE Ratio to the African Telecom industry average.
PE vs Market: TLM is unprofitable, so we can't compare its PE Ratio to the ZA market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate TLM's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: TLM is overvalued based on its PB Ratio (2.2x) compared to the XF Telecom industry average (0.7x).
Future Growth
How is TeleMasters Holdings forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
9.8%
Forecasted Telecom industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as TeleMasters Holdings has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
Past Performance
How has TeleMasters Holdings performed over the past 5 years?
-41.7%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: TLM is currently unprofitable.
Growing Profit Margin: TLM is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: TLM is unprofitable, and losses have increased over the past 5 years at a rate of 41.7% per year.
Accelerating Growth: Unable to compare TLM's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: TLM is unprofitable, making it difficult to compare its past year earnings growth to the Telecom industry (29.6%).
Return on Equity
High ROE: TLM has a negative Return on Equity (-11.67%), as it is currently unprofitable.
Financial Health
How is TeleMasters Holdings's financial position?
Financial Position Analysis
Short Term Liabilities: TLM's short term assets (ZAR12.7M) do not cover its short term liabilities (ZAR16.9M).
Long Term Liabilities: TLM's short term assets (ZAR12.7M) do not cover its long term liabilities (ZAR13.1M).
Debt to Equity History and Analysis
Debt Level: TLM is debt free.
Reducing Debt: TLM has no debt compared to 5 years ago when its debt to equity ratio was 7.8%.
Debt Coverage: TLM has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: TLM has no debt, therefore coverage of interest payments is not a concern.
Balance Sheet
Dividend
What is TeleMasters Holdings's current dividend yield, its reliability and sustainability?
4.27%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: TLM's dividend (4.27%) is higher than the bottom 25% of dividend payers in the ZA market (3.07%).
High Dividend: TLM's dividend (4.27%) is low compared to the top 25% of dividend payers in the ZA market (8.09%).
Stability and Growth of Payments
Stable Dividend: TLM's dividend payments have been volatile in the past 10 years.
Growing Dividend: TLM's dividend payments have fallen over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: TLM is paying a dividend but the company is unprofitable.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
3.6yrs
Average management tenure
CEO
Jaco-Muller Voigt (46 yo)
3.75yrs
Tenure
R1,440,000
Compensation
Mr. Jaco-Muller Voigt has been Chief Executive Officer and Executive Director of TeleMasters Holdings Limited since January 01, 2018. Mr. Voigt founded VoxTelecom and served as its Managing Director. Mr. V...
CEO Compensation Analysis
Compensation vs Market: Jaco-Muller's total compensation ($USD98.05K) is below average for companies of similar size in the ZA market ($USD280.19K).
Compensation vs Earnings: Jaco-Muller's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: TLM's management team is considered experienced (3.6 years average tenure).
Board Members
Experienced Board: TLM's board of directors are considered experienced (3.7 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
TeleMasters Holdings Limited's employee growth, exchange listings and data sources
Key Information
- Name: TeleMasters Holdings Limited
- Ticker: TLM
- Exchange: JSE
- Founded: 2006
- Industry: Alternative Carriers
- Sector: Telecom
- Market Cap: R75.750m
- Shares outstanding: 50.50m
- Website: https://www.telemasters.co.za
Location
- TeleMasters Holdings Limited
- Building 2 ATT House
- Ground Floor
- Waterfall
- Limpopo
- 2090
- South Africa
Listings
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/10/18 21:42 |
| End of Day Share Price | 2021/10/18 00:00 |
| Earnings | 2021/06/30 |
| Annual Earnings | 2021/06/30 |
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.