- How Telkom Lost It's Way. I particularly like the conclusion of this piece - "Maybe Telkom is already lost".
- Telkom Chairman Jeff Molobela and his "interference". Such actions have been construed in the media as "government interference".
- Is there any future for Telkom? I must say I had a chuckle with the copy of this piece: "Is there any future in Telkom’s business? Analysts and the new acting CEO suggest some ways the company can compete despite political pressure." Be warned: Analysts put forward some ideas on how to run the company.
- Finally the cover concludes with the "Investment Case" for Telkom. The lead of this article, Khulekani Dlamini of Afena Capital, says: “If you remove the social imperative, it would do well in the hands of a private operator. They could buy it for what it’s worth and sell or shut down the non performing assets.” The social imperative? Buy it for what it's worth? Shut down non-performing assets after taking a R5 billion bath?
Disclosure: I hold Telkom shares indirectly. I do not agree with Viljoen on Harmony Gold. I much prefer the Financial Mail to FinWeek.