Techcentral Podcast

TechCentral’s guests in this episode of the TechCentral Show believe Blue Label Telecoms and its affiliate (and soon to be subsidiary) Cell C present a compelling investment case. Philip Short, global portfolio manager at Flagship Asset Management – which counts Blue label as its sole South African investment – and Dylan Bradfield, portfolio manager at Sharenet, tell TechCentral editor Duncan McLeod that they believe the turnaround taking place at Cell C is real, and will have a meaningful impact on Blue Label shares. Blue shares, which have already rallied strongly – which have more than doubled in the past six months – could still have plenty of room to run, according to Short. In this episode of the TechCentral Show, Short and Bradfield unpack: • Blue Label’s announcement earlier this month that it is considering a JSE listing for Cell C; • Why Cell C’s restructured operating model and strategy makes sense, and why that’s good news for Blue Label shareholders; • The role of Cell C CEO Jorge Mendes in the t