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General information

Sector: Telecommunications

The company is not available at Interactive Brokers

TeleMasters Holdings Limited (JSE:TLM) is a technology focused investment Company. Entities within the Group are complementary towards each other with a key focus on enhancing digital transformation, accelerating smart working environments and empowering the new ‘gig’ economy. The Group's vision is to create and accelerate shareholders value through responsible growth, acquisitions and investments. 

The Group consists of the following entities:

Catalytic

The company's passion to improve the human connection - over and above its technology offering - has become the underlying motivation for everything it does and offer. Catalytic is not just in the business of cutting edge technology – that’s a given. The company believes that telecoms serve only one purpose, To Connect! So, the company is actually in the business of connecting humans. It knows that every great business is built on great connections between great people. The conversation is human. The connection is human. As humans we facilitate our lives through the creation of things and tools. And – so easily overlooked – to be of use, all these tools must have a user. It’s never actually been about technology. It’s always been and still is about people. And that goes for telecoms too. 

Contineo

The days of choosing a “reliable” technology vendor and then adapting your business around system capabilities are over. Technology must serve, enhance and simplify business - not the other way around. At Contineo Virtual Communications, the company's purpose is to facilitate the sharing of experiences by simplifying communications technology that enhance productivity and serve the demands of business by enabling faster and seamless communications.

PerfectWorx

At PerfectWorx, the company believes technology decisions should be driven by business requirements. The company endeavors to completely understand its customers’ business requirements and deliver technology that will work for them. PerfectWorx delivers complete technical solutions to its customers to maximize the value, efficiency and performance of their network assets.

ConexLink

ConexLink is a specialist in the ownership, operation and management of data centre environments, from micro data centres to larger high power density environments. ConexLink builds its facilities to exceed the usual industry norms and standards. The company believes that the environment should be flexible enough to handle the most demanding customer requirements. ConexLink provides a hybrid data environment accommodating carrier neutral managed co-location services.



  • Pretty weak financial results growth rate 4.2% (average between last period year over year growth for revenue and EBITDA), there is acceleration compared to average historical growth rates (0.2%)
  • Dividend yield for the last twelve months 0.0%
  • Free cash flow yield 6.6% (LTM)
  • Share price is 162.3% higher than minimum and 7.3% lower than maximum for the last 3 years
  • The company is overvalued by EV / LTM EBITDA multiple compared to target level (9.9x vs
    )
  • Fundamental value created in LTM (estimate)

Key Financials

Share price, ZAR:  (0.0%)1.3900
Share price, USD: 0.074159
Common stocks: 57 482 014

Dividend Yield:  0.0%
FCF Yield LTM: 6.6%
EV / LTM EBITDA: 9.9x
Last revenue growth (y/y):  -13.2%
Last growth of EBITDA (y/y):  +21.7%
Historical revenue growth:  -10.4%
Historical growth of EBITDA:  +55.8%
Target EV / EBITDA (hist percentile):
Fundamental value created in LTM:
EV / LTM EBITDA mutiple calculation
Market Cap ($m): 4
Net Debt ($m): 0
EV (Enterprise Value): 5
EBITDA LTM ($m): 0
EV / LTM EBITDA: 9.9x
Price to Book: 2.14x

Revenue and EBITDA

Semi-Annual values ($m)

Change (y/y)

Cash Flow

FCF ($m)

Net Debt / Cash and Equivalents ($m)

Share price and dividends (Download history)

Share price

Payment ZAR per share

Multiple and potential

EV / EBITDA

Potential dynamics

TechCentral Headlines

JSE-listed TeleMasters on an acquisition spree

JSE-listed telecommunications specialist TeleMasters Holdings has snapped up three companies in the past two weeks in an effort to broaden its scope and enhance shareholder value.

2020-07-01 11:53 +02:00
by Staff Reporter

JSE:JSE JSE:ISA JSE:TLM

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Releases

2022-07-07
Notification in line with Section 45 of the Companies Act
2022-07-01
Dividend Declaration for the year ended 30 June 2022
2022-07-01
Closed Period Share Repurchase Programme
2022-07-01
Dealings in Securities by a Director
2022-06-24
Dealings in Securities by a Director
2022-03-31
Unaudited Interim Financial Statements for the Six Months Ended 31 December 2021 & Dividend Declaration
2022-03-28
Trading Statement
2022-03-04
Availability of Broad-Based Black Economic Empowerment Annual Compliance Report
2022-02-28
Initial Trading Statement
2022-01-05
Closed Period Share Repurchase Programme
2022-01-04
Director's Dealings in Securities
2021-12-13
Declaration of Ordinary Dividend
2021-12-13
Results of AGM & Change in Designated Audit Partner
2021-11-04
Appointment of Independent Non-Executive Director and Chairperson of the Audit & Risk Committee
2021-10-29
No Change Statement, Availability of Integrated Report, Notice of AGM and Update on B-BBEE Annual Compliance Report
2021-10-21
Issue of Shares in Respect of a Profit Warranty
2021-09-30
Reviewed Provisional Condensed Consolidated Financial Statements - Year Ended 30 June 2021 & Dividend Declaration

SENS Announcements

2024-04-17
Disposal of 30% of Catalytic Connections Pty Ltd and Withdrawal of Cautionary Announcement
2024-03-28
Cautionary Announcement and Board Restructure
2024-03-27
Unaudited Condensed Consolidated Interim Financial Statements for 6 Months end 31 Dec 2023 & Dividend Declaration 65
2024-03-22
Further Trading Statement
2024-03-08
Initial Trading Statement
2024-01-25
Broad-Based Black Economic Empowerment Annual Compliance Certificate
2023-12-28
Closed period share repurchase programme
2023-12-05
Correction Announcement : Declaration of Ordinary Dividend
2023-12-04
Declaration of Ordinary Dividend
2023-12-01
Results of Annual General Meeting ("AGM")
2023-10-25
No Change Statement, Availability of Integrated Report, Notice of AGM and Update on B-BBEE Annual Compliance Report
2023-09-29
Audited Condensed Consolidated Financial Statements for the Year Ended 30 June 2023 and Dividend Declaration
2023-09-21
Trading Statement
2023-09-21
Appointment of Independent Non-Executive Director
2023-08-07
Resignation of Director
2023-07-13
Declaration of Ordinary Dividend
2023-07-05
Closed Period Share Repurchase Programme
2023-06-01
Appointment of a Director and Interim Chief Financial Officer
2023-05-25
Retirement of a Director
2023-03-31
Short Form: Unaudited Condensed Consolidated Interim Financial Statements - 6 mths Ended 31 Dec 22 & Div Declaration
2023-03-24
Trading Statement
2022-12-22
Closed Period Share Repurchase Programme
2022-12-20
Declaration of Ordinary Dividend
2022-12-20
Results of Annual General Meeting
2022-10-31
Change Statement, Availability of IAR, Notice of AGM & Update on BBBEE Annual Compliance Report
2022-09-30
Reviewed Provisional Condensed Consolidated Financial Statements - Year Ended 30 June 2022 & Dividend Declaration
2022-09-27
Trading Statement
2022-09-06
Section 122 - Notice of Disposal of Shares
2022-07-07
Notification in line with Section 45 of the Companies Act
2022-07-01
Dividend Declaration for the year ended 30 June 2022
2022-07-01
Closed Period Share Repurchase Programme
2022-07-01
Dealings in Securities by a Director
2022-06-24
Dealings in Securities by a Director