The Homeless walker

Short long and sweet.

If you don't understand the above, don't claim to understand my tweets.
They are merely Twitter opinions.

[The Homeless walker @forgottenson_S]

"Your enemies are not our enemies"

[U.S. Ambassador to the Republic of South Africa @USAmbRSA]

The Government of South Africa rolls out the red carpet for Iran’s Deputy Foreign Minister, while Deputy President Mashatile is in Beijing deepening ties with China. Pretoria calls this "non-alignment." We call it what it is: a choice. The South African people deserve an honest conversation about who their government is choosing to stand with. #NotSoNonAligned

[The Homeless walker @forgottenson_S]

@NapoleonMori93 @XFreeze @MYANC Put the same energy in pushing whites who benefitted from Apartheid to surrender back to black people and their proceeds

[The Homeless walker @forgottenson_S]

@NapoleonMori93 @XFreeze @MYANC What's your solution for natives to benefit from the same economy controlled by those who benefitted from Apartheid.? If whites didn't get what they have during apartheid, blacks would be in control of the economy and BEE wouldn't be necessary.

[The Homeless walker @forgottenson_S]

@NapoleonMori93 @XFreeze @MYANC Did you ever condemn Apatheid laws that ensured black South Africans didn't have rights to their own land, had to use permits to travel in their own country. Now 90% of the economy is controlled by whites who benefitted from Apartheid. And there's nothing wrong with that?

[The Homeless walker @forgottenson_S]

Ko kudzimba kwenyu kuri kushotei

[Rich Unc Naij @MatopeNigell]

😭😭😭 yoh,
10$ food
15$ lodge
20$ fuel

Hmmm ndakuita fata.

[The Homeless walker @forgottenson_S]

@PenzuraWacho My friend "hosted" for 3 nights and that was his very fear, being asked for compensation. Luckily she is a real one arikutodawo munhu wake

[The Homeless walker @forgottenson_S]

Made for you? Not so much, rather who chooses you... That could be true.

[Madesse @LadyCharrr1]

Marriage is so beautiful. The idea of handpicking someone to be specially made just for you to be equally yoked, is so beautiful.❤️

[The Homeless walker @forgottenson_S]

Execution is everything
Board changes are just headlines
Execution is lifeblood

[The Homeless walker @forgottenson_S]

OK Zimbabwe has changed it's board. Governance matters, but only if it drives supplier trust, USD liquidity and operational discipline. The real test starts now.
#RetailRecovery
@dereckgoto @SMRI_Institute @tmukogo @Jabulanichibaya @Shadaya_Knight

[The Homeless walker @forgottenson_S]

The new directors bring credibility, yes, but suppliers want more than titles, they want debts cleared, USD cycles, and transparency. That how OK will win trust back
#retailstrategy

[The Homeless walker @forgottenson_S]

@NgwenaCroc @tmukogo @ZSE_ZW You right, we need a stock exchange that empowers not confuses.@ZSE_ZW should be the heartbeat of investment not a maze of legacy projects. VFEX must complement not compete. Let's build platforms that serve the youth, SME's and real economic transformation. Clarity is currency

[The Homeless walker @forgottenson_S]

ZSE should:
1.introduce dual currency trading, 2.allow companies to raise money in USD without migrating to VFEX,
3. Develop Hedging instruments
4. Offer Tax incentives
5. Reduce policy unpredictability
6. Investor Education campaigns (take me on my offer) @ZSE_ZW @tmukogo

[The Homeless walker @forgottenson_S]

@Hypocital Not so sure about EWZ being the "Only" way to raise funding for Global. Yes the $620m senior secured notes which carry a 5.5% interest will mature on 4 September 2026, but they have already started raising funds for that as of Feb 2025.

[The Homeless walker @forgottenson_S]

Is Econet’s VFEX Move Good for Shareholders?

THREAD

@hmsmotapa @SMRI_Institute @KuraChihota @Jabulanichibaya @tmukogo @andrea_hoxbucks

[Peter Mhuka @NgwenaCroc]

@tmukogo @forgottenson_S @ZSE_ZW @ZSE_ZW should just focus on its core business of being a stock exchange. This business of legacy building and being a jack of all trades should end. It was never a good idea for them to list and to operate a depository business. They also created cannibalization of ZSE by VFEX.

[Pardie Dziya-Qibi @pmdon_24]

@forgottenson_S In the face of incessant regulatory changes in the telecom sector many of them seemingly targeted at one operator, Econet had to think outside the box.
Adapt or die.

[The Homeless walker @forgottenson_S]

@PMurambinda How do I reach you... Could you DM your email address and any more contacts

[The Homeless walker @forgottenson_S]

@Tapiwatan Problem with bringing back old folks who want to protect legacy with no innovation. Downscaling reduces visibility then Mushika shika shops gain traction into those spaces but OK will ensure profitability and be able to well stock and better relations with suppliers.

[The Homeless walker @forgottenson_S]

They should also consider closing 32 more locations.. Better to run 30 well stocked and profitable stores. Eventually they will sell off everything trying to keep all these stores which most shelves have water.

[EFE SECURITIES @EFESECURITIES]

OK Zimbabwe Limited is considering selling an additional US$17,2 million worth of properties — on top of the US$10,5 million already earmarked for disposal — as it battles crippling working capital shortages and deepening liquidity pressures. #newsday

[The Homeless walker @forgottenson_S]

5. Final Thought
The deal is bold, but not universally beneficial. It’s a bet on infrastructure visibility and USD markets. Shareholders must weigh whether InfraCo’s long-term potential outweighs the loss of direct exposure to Econet’s mobile and fintech growth.

[The Homeless walker @forgottenson_S]

4. Strategic Take
This is a value unlock if InfraCo attracts USD investors and delivers strong lease yields. But for retail holders who believed in Econet’s fintech future, this pivot may feel like a dilution of their original bet.