Is Telkom unbunbling itself in a move to ultimately transform itself in a Media company. Is a giant rival on the cards to rival the Naspers Multichoice Juggernaut? Maybe!
Imagine this: a streamlined shell of Telkom with pockets bulging with R100 billion in cash. That's how much they would get having shed their fixed line and 50% stake in Vodacom.
And then?
Well, perhaps Johncom - who are already streamlining their own portfolio - and Caxtons and why not throw in eTV (with their Warner Alliance) for a 'deal of the century'. And voila: TJC Communications (Telkom, Johnnic + Caxton).
Stranger things have happened, and the ball is in play.
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