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Saltlight Capital's investment thesis on Blue Label Telecoms Limited ($BLU.JO) — Q1 2025 | Buyside Digest

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$BLU.JONASDAQBlue Label Telecoms Limited

BULL

Saltlight Capital—BLU.JO

Fund Letter

Q1 2025

Published May 26, 2025

View Fund Profile

$865.00USD

-0.6% vs last month

$1185.00Pitched

-27.0% since pitch

Market Cap$7.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Blue Label Telecoms is undergoing a rapid valuation turnaround driven by progress in restructuring Cell C and a potential separate listing. The core value...

— David Eborall

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Saltlight CapitalBULL

Pitched May 20, 2026

Blue Label Telecoms is navigating a long-term corporate restructuring process that is expected to finish in approximately 18 months. The company's imminent...

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