Top Tweets for #BluLabel

2 months ago

Brett and Mark Levy built Blu Label into South Africa’s invisible infrastructure powerhouse, moving about R108 billion a year. https://t.co/wjEl2RA5y8 #BluLabel #Infrastructure #SouthAfrica #Logistics #Investment #AfricaBusiness #EconomicNews

NineZeroClub's tweet photo. Brett and Mark Levy built Blu Label into South Africa’s invisible infrastructure powerhouse, moving about R108 billion a year.

https://t.co/wjEl2RA5y8

#BluLabel #Infrastructure #SouthAfrica #Logistics #Investment #AfricaBusiness #EconomicNews https://t.co/aiA10j71oZ

Marco Olevano, CFA

@MarcoOlevano

4 months ago

#JSE #BluLabel #BLU #CellC #Telecoms #SouthAfrica #Dividends 📱 𝐁𝐥𝐮 𝐋𝐚𝐛𝐞𝐥 ($𝐁𝐋𝐔) 𝐇𝟏 𝐑𝐞𝐬𝐮𝐥𝐭𝐬: 𝐓𝐡𝐞 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝 𝐢𝐬 𝐁𝐚𝐜𝐤! 𝐁𝐥𝐮 𝐋𝐚𝐛𝐞𝐥 𝐡𝐚𝐬 𝐜𝐥𝐞𝐚𝐧𝐞𝐝 𝐮𝐩 𝐢𝐭𝐬 𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐬𝐡𝐞𝐞𝐭 𝐚𝐧𝐝 𝐫𝐞𝐬𝐮𝐦𝐞𝐝 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐚𝐟𝐭𝐞𝐫 𝐭𝐡𝐞 𝐬𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐥𝐢𝐬𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐫𝐞𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐨𝐟 𝐂𝐞𝐥𝐥 𝐂. 𝐓𝐡𝐞 𝐍𝐨𝐫𝐦𝐚𝐥𝐢𝐬𝐞𝐝 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 (𝐂𝐨𝐫𝐞 𝐎𝐩𝐬): 🔹 "𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞" 𝐑𝐞𝐯𝐞𝐧𝐮𝐞: R50.9bn (Up 11% 📈) 🔹 𝐂𝐨𝐫𝐞 𝐇𝐄𝐏𝐒: 44.19c (Normalised base 💎) 🔹 𝐈𝐧𝐭𝐞𝐫𝐢𝐦 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝: 43.56c (𝐑𝐞𝐬𝐮𝐦𝐞𝐝! 💸) 🔹 𝐄𝐁𝐈𝐓𝐃𝐀: R535m (Normalised) 𝐖𝐡𝐚𝐭 𝐲𝐨𝐮 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐤𝐧𝐨𝐰 ✅ 𝐂𝐞𝐥𝐥 𝐂 𝐌𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞: The listing of Cell C is a game-changer. It’s now a leaner, asset-light operator. Blu Label now owns 49.47% and will equity account for it going forward. 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 "𝐍𝐨𝐢𝐬𝐞": Reported EPS shows a massive loss (-555c) due to a R6bn non-cash accounting loss on the Cell C disposal/listing. Ignore this for operational performance—it's purely IFRS technicality. 𝐄𝐧𝐞𝐫𝐠𝐲 𝐏𝐥𝐚𝐲: BluEnergy just secured a NERSA trading license ⚡️. They are moving into renewable energy solutions for municipalities and IPPs. 𝐒𝐢𝐦𝐩𝐥𝐢𝐜𝐢𝐭𝐲: The balance sheet is finally "unwinding" the historic Cell C complexity, leading to better earnings visibility. 𝐓𝐡𝐞 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 🔮With the "Cell C weight" lifted and a simplified structure, management is shifting focus to scalable digital platforms and AI. Resuming the dividend is a massive signal of confidence in cash generation. 📅 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝 𝐃𝐚𝐭𝐞𝐬: 𝐋𝐃𝐓: 17 March 2026 𝐏𝐚𝐲𝐦𝐞𝐧𝐭: 23 March 2026

MarcoOlevano's tweet photo. #JSE #BluLabel #BLU #CellC #Telecoms #SouthAfrica #Dividends

📱 𝐁𝐥𝐮 𝐋𝐚𝐛𝐞𝐥 ($𝐁𝐋𝐔) 𝐇𝟏 𝐑𝐞𝐬𝐮𝐥𝐭𝐬: 𝐓𝐡𝐞 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝 𝐢𝐬 𝐁𝐚𝐜𝐤!

𝐁𝐥𝐮 𝐋𝐚𝐛𝐞𝐥 𝐡𝐚𝐬 𝐜𝐥𝐞𝐚𝐧𝐞𝐝 𝐮𝐩 𝐢𝐭𝐬 𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐬𝐡𝐞𝐞𝐭 𝐚𝐧𝐝 𝐫𝐞𝐬𝐮𝐦𝐞𝐝 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐚𝐟𝐭𝐞𝐫 𝐭𝐡𝐞 𝐬𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐥𝐢𝐬𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐫𝐞𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐨𝐟 𝐂𝐞𝐥𝐥 𝐂.

𝐓𝐡𝐞 𝐍𝐨𝐫𝐦𝐚𝐥𝐢𝐬𝐞𝐝 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 (𝐂𝐨𝐫𝐞 𝐎𝐩𝐬):
🔹 "𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞" 𝐑𝐞𝐯𝐞𝐧𝐮𝐞: R50.9bn (Up 11% 📈)
🔹 𝐂𝐨𝐫𝐞 𝐇𝐄𝐏𝐒: 44.19c (Normalised base 💎)
🔹 𝐈𝐧𝐭𝐞𝐫𝐢𝐦 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝: 43.56c (𝐑𝐞𝐬𝐮𝐦𝐞𝐝! 💸)
🔹 𝐄𝐁𝐈𝐓𝐃𝐀: R535m (Normalised)

𝐖𝐡𝐚𝐭 𝐲𝐨𝐮 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐤𝐧𝐨𝐰 ✅
𝐂𝐞𝐥𝐥 𝐂 𝐌𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞: The listing of Cell C is a game-changer. It’s now a leaner, asset-light operator. Blu Label now owns 49.47% and will equity account for it going forward.
𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 "𝐍𝐨𝐢𝐬𝐞": Reported EPS shows a massive loss (-555c) due to a R6bn non-cash accounting loss on the Cell C disposal/listing. Ignore this for operational performance—it's purely IFRS technicality.
𝐄𝐧𝐞𝐫𝐠𝐲 𝐏𝐥𝐚𝐲: BluEnergy just secured a NERSA trading license ⚡️. They are moving into renewable energy solutions for municipalities and IPPs.

𝐒𝐢𝐦𝐩𝐥𝐢𝐜𝐢𝐭𝐲: The balance sheet is finally "unwinding" the historic Cell C complexity, leading to better earnings visibility.

𝐓𝐡𝐞 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 🔮With the "Cell C weight" lifted and a simplified structure, management is shifting focus to scalable digital platforms and AI. Resuming the dividend is a massive signal of confidence in cash generation.

📅 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝 𝐃𝐚𝐭𝐞𝐬:

𝐋𝐃𝐓: 17 March 2026
𝐏𝐚𝐲𝐦𝐞𝐧𝐭: 23 March 2026

649

RockerBeez™️ @kgeremolla

8 months ago

Recharging my prepaid meter, someone amongst @CityTshwane #BluLabel and Impact Meters deducted 20kWh. That is how much my balance reduced. The units are repackaged and resold, I allege! @nasiphim I think it is time to file a case with @CompComSA

FinancialMail

@FinancialMail

9 months ago

#BluLabel Unlimited’s long journey to simplify its structure and unlock shareholder value has entered a decisive phase. Read more here: https://t.co/PuRHrNkDQz #InvestorsMonthly

Marco Olevano, CFA

@MarcoOlevano

almost 2 years ago

$BLU #BLULABEL #JSE #RESULTS Blue Label Telecoms FY2024 Results Summary Financials: 🔵Revenue: Down 23% to R14.6 billion (Note: This is a statutory number and excludes some revenue streams) 🔵Gross Profit: Down 5% to R3.3 billion 🔵Core Headline Earnings: Up 68% to R679 million (Note: Excludes some one-off items) 🔵Loss per Share: Increased to 72.49 cents (from 30.48 cents) Key Points: 🔵The decrease in revenue is due to a change in accounting treatment for certain revenue streams. Excluding these changes, revenue grew 16%. 🔵The decline in gross profit is partially offset by an increase in gross profit margin. 🔵The increase in core headline earnings is primarily due to one-off items related to the recapitalization of Cell C. Excluding these items, core headline earnings decreased by 34%. 🔵The company did not declare a dividend. Challenges: 🔵The company faces challenges related to the recapitalization of Cell C, which has impacted its financial performance. 🔵There has been a decrease in earnings from Cell C, as well as an increase in costs associated with the distribution agreement. Additional Notes: 🔵This summary is based on the audited consolidated annual financial statements released by Blue Label Telecoms. 🔵The full financial statements are available on the company's website. 🔵The company cautions that these results are forward-looking and may not be a guarantee of future performance. For further details: Blue Label Telecoms website: https://t.co/9hi3vbkdvE https://t.co/k1e26CSGiC announcement:

MarcoOlevano's tweet photo. $BLU #BLULABEL #JSE #RESULTS
Blue Label Telecoms FY2024 Results Summary

Financials:

🔵Revenue: Down 23% to R14.6 billion (Note: This is a statutory number and excludes some revenue streams)
🔵Gross Profit: Down 5% to R3.3 billion
🔵Core Headline Earnings: Up 68% to R679 million (Note: Excludes some one-off items)
🔵Loss per Share: Increased to 72.49 cents (from 30.48 cents)

Key Points:

🔵The decrease in revenue is due to a change in accounting treatment for certain revenue streams. Excluding these changes, revenue grew 16%.
🔵The decline in gross profit is partially offset by an increase in gross profit margin.
🔵The increase in core headline earnings is primarily due to one-off items related to the recapitalization of Cell C. Excluding these items, core headline earnings decreased by 34%.
🔵The company did not declare a dividend.

Challenges:

🔵The company faces challenges related to the recapitalization of Cell C, which has impacted its financial performance.
🔵There has been a decrease in earnings from Cell C, as well as an increase in costs associated with the distribution agreement.

Additional Notes:

🔵This summary is based on the audited consolidated annual financial statements released by Blue Label Telecoms.
🔵The full financial statements are available on the company's website.
🔵The company cautions that these results are forward-looking and may not be a guarantee of future performance.

For further details:

Blue Label Telecoms website: https://t.co/9hi3vbkdvE
https://t.co/k1e26CSGiC announcement:

Marco Olevano, CFA

@MarcoOlevano

almost 2 years ago

#BLU $BLU #BLULABEL #TRADINGSTATEMENT #JSE Blue Label Telecoms Trading Statement Summary Blue Label Telecoms announced a significant increase in earnings for the year ended May 31, 2024. Key Highlights: 🔵Earnings Growth: Both basic, headline, and core headline earnings per share are expected to increase by over 20% compared to the previous year. 🔵Core Headline Earnings: Increased to R679 million (from R402 million), primarily due to the recapitalization transaction of Cell C. 🔵Excluding Cell C Impact: Core headline earnings declined by 34% when excluding the positive and negative contributions from Cell C. Overall: Blue Label Telecoms has experienced substantial growth in earnings, primarily driven by the Cell C recapitalization. However, excluding this impact, their core earnings have declined.