RC 260821Cape TalkStephen Grootes

Friday, 21 August 2026

Markets were lifted by gold and a weaker dollar, while the show focused on Cell C’s turnaround, Africa’s MVNO growth and major local deals in fuel and telecoms.

Listen · 1:13 · AI-read recap
  1. 18:28

    Cell C reported headline earnings up nearly 60%, revenue up 13.5% and subscriber growth of 17%, with net debt down from almost R6 billion to about R2 billion.

  2. 18:16

    Cell C warned longer data-bundle rollover rules will cut revenue and ARPU, but said improved network performance, sharper channel execution and retention efforts should keep growth going.

  3. 18:22

    Africa Analysis expects MVNO subscribers across nine African markets to jump from about 8 million to nearly 40 million in five years, with South Africa alone possibly topping 14 million by 2030.

  4. 18:32

    Adnoc’s planned acquisition of Shell’s South African petrol station network moved closer, with a minority stake sale to Reatile Group; the deal values the business at about US$1 billion and covers roughly 600 outlets.