The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Preshendran Odayar - 36ONE Asset Management - Analyst
: Hi everyone, congratulations on another consistent set of good results. I have got 3 questions if I can. The first one is, on the mobile side, what
percentage of your mobile, recharges actually comes from airtime advance? I know you mentioned it grew by 35%, but I just want to know overall
what percentage is actually coming through the advanced book as opposed to, the cash book.
And then 2 for Nonku, I know you mentioned that your gearing level has improved. Are you able to share with us what it is at the end of this quarter?
And then the second one for Nonku as well I am just trying to work out what is your expected net cash that you will receive from the Swift net sale,
because I remember that there's a loan balance of around ZAR200 million there.
There is also some taxes, so I just want to know what would be the amount that you'd see in your bank account when you get that SMS, when the
money flows in. Thanks.
Question: Preshendran Odayar - 36ONE Asset Management - Analyst
: Yeah, perfect. Thanks, Serame.
Question: Preshendran Odayar - 36ONE Asset Management - Analyst
: Yes, thank you very much, I am happy with the answers from both you and from.
Question: Nadim Mohamed - SBG Securities (Pty) Limited - Analyst
: Good afternoon Serame and team. Fresh asked you all my questions. I just do from my side, just on the prepaid, the net debt of another 1.2 million.
I mean, that's really impressive and no sign of churn from the strong quarter, in the last quarter. I just want to understand, I mean, what should we
expect? We should we expect some de salvation and growth; I think that you've now passed the ZAR20 million.
I want to understand. So, what kind of strategy you leveraging to keep that momentum going and then secondly, just give us some color on what
you are seeing on the ground in the December quarter. You are obviously seeing the red team push a higher pre-paid data growth and higher
data Volumes.
But it seems like Telkom has been quite, the capture of volumes versus revenue has been quite good like 2% versus 11% to get a sense of what
kind of promotional and you are seeing on the ground and you are gaining or losing. I would appreciate that.
Thank you.
Question: Nadim Mohamed - SBG Securities (Pty) Limited - Analyst
: Oh thank you so much. And just quickly, if you could give me a sense of how significant those smartphones sales are that you that you mentioned,
I mean, are they in terms of the push to 4G smartphones?
Question: Nadim Mohamed - SBG Securities (Pty) Limited - Analyst
: Wonderful. Thank you so much. I appreciate that.
Question: Jonathan Kennedy-Good - Prescient Securities (Pty) Ltd - Analyst
: Good afternoon and congrats on the results. I just want to-- I have been dropped off the call a few times, sorry, but If I am covering old ground
here, but just wanted to ask you, on the mobile margin expansion was quite strong and I think you mentioned that this is partially due to lower
handset pricing and I think it was low impairments as well.
Should we expect a retracement in the margin, is this, how should we think about mobile margin. I am going into next year, fourth quarter next
year if you could help with that would be great. Thank you.
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FEBRUARY 10, 2025 / 2:00PM, TKGJ.J - Q3 2025 Telkom SA SOC Ltd Trading Update Call
Question: Jonathan Kennedy-Good - Prescient Securities (Pty) Ltd - Analyst
: Yes, great. And if I just may follow up on Nadine's question.
Regarding your strategy on the 2G customers I presume you are targeting 2G customers from the other networks with these offers, given my
understanding was that your 2G base would be quite small. And if so, Is it really a price? Driven strategy or is it, do you find that the handset strategy
is the driver of what you, how are you trying to take market share there? Thanks.
Question: Jonathan Kennedy-Good - Prescient Securities (Pty) Ltd - Analyst
: Wonderful, thanks so much for the info.
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