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TCS - The TechCentral Show
TechCentral
133 episodes
2 days ago
The TechCentral Show (TCS, for short) is a tech show produced by South Africa's leading technology news platform. It features interviews with newsmakers, ICT industry leaders and other interesting people.
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Technology
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All content for TCS - The TechCentral Show is the property of TechCentral and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The TechCentral Show (TCS, for short) is a tech show produced by South Africa's leading technology news platform. It features interviews with newsmakers, ICT industry leaders and other interesting people.
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Technology
Business
Episodes (20/133)
TCS - The TechCentral Show
BMW CEO Peter van Binsbergen on the future of South Africa’s automotive industry
South Africa’s automotive industry is in a state of flux. In this episode of the TechCentral Show, BMW Group South Africa CEO Peter van Binsbergen unpacks the challenges – and opportunities – facing a sector under pressure. He tells TechCentral editor Duncan McLeod about the future of BMW’s Rosslyn manufacturing plant in Pretoria, which was established more than half a centry ago, and the urgent need for new government policy to ensure the automotive industrial base in South Africa is future-fit and ready for the shift to electric mobility. Van Binsbergen also discusses the rise of imported vehicles in the sales mix in South Africa – including the rapid expansion of Chinese brands. China is a market he knows well, having spent three years there with BMW. In the interview, TechCentral Show viewers will also hear about: • The state of the local automotive manufacturing industry; • What South Africa needs to implement in policy reform to ensure the automotive industrial base in South Africa – and why this is urgent; • How the country must adapt to the global shift to electric mobility; • The role of BMW’s IT Hub in South Africa; • BMW’s global EV strategy, and what that means for South African EV buyers; and • BMW’s Neue Klasse vehicles, which run the company’s next-generation EV platform, and why they are significant to its future. Don’t miss a fascinating discussion!
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2 days ago
30 minutes

TCS - The TechCentral Show
Why Altron is building an AI factory
Altron earlier this month announced that it has deployed an "AI factory" in one of Teraco’s new Johannesburg data centres. Powered by Nvidia AI infrastructure and software, the factory is has already gone live with half a dozen customers. In this episode of the TechCentral Show, Altron Group chief technology officer Bongani Andy Mabaso explains the rationale for the investment, what building the factory entailed and what the anchor tenants are using the platform to do. Mabaso tells TechCentral editor Duncan McLeod: • What an AI factory is exactly and why Altron has decided to build one; • What’s involved in deploying AI infrastructure, especially from a power and cooling perspective – and why Altron decided to locate its AI factory at Teraco; • What companies like Lelapa AI, MathU and Dataviue are using the Altron AI Factory to do; • Why Altron partnered with Asus and HPE on the project; • How the infrastructure can be used; and • The advantages of hosting an AI factory in South Africa, as opposed to an offshore data centre – it’s not only about better network latency. Don’t miss the conversation!
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1 week ago
26 minutes 32 seconds

TCS - The TechCentral Show
The company building a ‘living computer’ with human cells
The invention of the silicon transistor was fundamental to the success of the digital age, driving the core of the modern-day digital economy. The rise of generative AI has put hardware at the epicentre of the next wave of economic growth, with chip makers such as Nvidia and AMD reaching record valuations as demand for advanced chips far outstrips supply. But as AI data centres expand, so, too, does their consumption of resources, with their demand for water and electricity rising exponentially. FinalSpark is a Swiss biocomputing company exploring more efficient ways of computing – and it’s turned to human neurons as a potential solution. In this episode of the TechCentral Show, Fred Jordan, co-founder and co-CEO of FinalSpark, gives insight into “wetware” (in effect, living hardware) and what it means for the future of computing. Jordan delves into: • What inspired him turn to living neurons as a means of processing; • Parallels between his training as a signal processing engineer and his work with living neurons; • Why FinalSpark uses human neurons and not any other like those from a cat on an octopus; • How skin cells are used to “create” the neurons; • How the neurons are fed, stored and kept alive; • How long the neurons live for and the sort of computations FinalSpark has made them perform; and • His views on the future of computing. Don’t miss this intriguing discussion!
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2 weeks ago
19 minutes 31 seconds

TCS - The TechCentral Show
Why South Africans are starting to spend crypto, not just trade it
Cryptocurrencies are increasingly moving beyond being seen as an investment asset as users find more real-world uses in everyday contexts. It appears that crypto is becoming more like cash – with users prepared to use it as the point of sale. Crypto payments specialist MoneyBadger recently signed a deal with fintech Scan to Pay allowing crypto wallet users pay at more than 650 000 stores nationwide. In this episode of the TechCentral Show, MoneyBadger CEO Carel van Wyk and Luno country manager for South Africa Christo de Wit tell TechCentral’s Nathi Ndlovu about what the partnership means for crypto platforms, their users and the broader economy. Van Wyk and De Wit delve into: • The mindset shift that happens when users move from being crypto investors to day-to-day users of digital currencies; • How crypto payments allow for immediate settlement in rands and what that means for merchants and users; • How merchants benefit by supporting crypto payments at their stores; • Why a crypto investor might want to consider using it to make payments; • The tax implications that must be considered before investing in or using crypto for payments; • The role cryptocurrencies play in promoting financial inclusion; and • The role cryptocurrencies will play as the Reserve Bank modernises the National Payment System. Don’t miss an interesting discussion!
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2 weeks ago
29 minutes 47 seconds

TCS - The TechCentral Show
Takealot CEO Frederik Zietsman on township growth, EVs and the future of online retail
E-commerce will soon reach an important milestone in South Africa: by January, according to World Wide Worx research, online shopping will top 10% of total retail sales for the first time. The move to 15% and then to 20% will come much quicker. That’s the view of Frederik Zietsman, CEO of Naspers-owned Takealot Group – South Africa’s largest online retailer – who was speaking to TechCentral editor Duncan McLeod on the TechCentral Show. In the interview, Zietsman unpacks what’s driving the rapid adoption of online shopping in South Africa – Covid-19 was a key trigger – and what the future holds as international e-commerce giants step up their investments in the country. He also discusses: • How the competitive dynamics of the market have changed in recent years; • The impact of the entry of international giants such as Amazon and Walmart and how this will reshape the market in the coming years; • The decision to expand subsidiary Mr D’s focus from fast food to include new product categories; • The township opportunity and how Takealot is working to crack that market; • Takealot’s plans to move to electric vehicles in its logistics fleet, including a look at what’s needed to introduce electric motorbikes at scale; • The challenge of crime in the logistics chain and what’s being done to fight it; • Why Takealot is getting into the home loans business; and • What’s going to drive the company’s growth in the next few years. Don’t miss a fascinating conversation!
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1 month ago
35 minutes 15 seconds

TCS - The TechCentral Show
Seacom 2.0: Alpheus Mangale unpacks all the details about the giant new subsea system
Seacom last week announced that it plans to build one of the highest-capacity subsea broadband cable systems the world has ever seen. Dubbed Seacom 2.0, the cable system – which will have an expected design capacity of a staggering 2 000Tbit/s – will be larger than the company’s original system, which brought high-speed connectivity to Africa’s eastern coastline when it was launched in 2009. The new system, which will include an “express route” from South Africa to Singapore and leg around South Africa to Lobito in Angola – and which will also cover much of the same East African coastline as the first system – will use the latest fibre-optic technology and 48 fibre pairs to deliver its extreme total capacity. Alpheus Mangale, CEO of Seacom, sat down with TechCentral editor Duncan McLeod for an exclusive first interview with the TechCentral Show to unpack the announcement and provide much greater detail about the deployment – including its timelines and the technology that will be used. In the interview, Mangale touches on a range of topics, including: • What’s involved in building a submarine cable system of this magnitude; • Why Seacom has chosen the routing for the cable that it has; • The need for great redundancy around the African continent, and how this fed into Seacom’s planning for Seacom 2.0; • The commercial model for the new system and what this means for the region; • The assumptions Seacom is making about future internet demand and how that feeds into its return-on-investment forecasts; • How the system will be funded and who is backing it; • The risks inherent in building telecommunications infrastructure at this scale; and • The terrestrial infrastructure that will be deployed to support Seacom 2.0, including landing stations and edge data centres. Don’t miss a fascinating interview!
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1 month ago
44 minutes 3 seconds

TCS - The TechCentral Show
PayInc CEO Stephen Linnell on South Africa's payments revolution
South Africa’s payments ecosystem is evolving at a rapid pace. PayInc – previously BankservAfrica – sits at the core of the country’s payments infrastructure. As the builder and manager of the PayShap instant payment rails, PayInc is central to the Reserve Bank’s plans to drive digital inclusion through payment modernisation. In this episode of the TechCentral Show, Stephen Linnell, CEO of PayInc, tells TechCentral’s Nkosinathi Ndlovu about the strategy behind the rebrand to PayInc and how that fits into the utility’s vision of the payments ecosystem in South Africa and the broader Southern Africa region. Linnell delves into: • PayInc’s new ownership structure with the Reserve Bank taking over 50% ownership from the private banks; • How the Reserve Bank’s participation will help PayInc achieve its goals; • An assessment of PayShap since its 2023 launch and what comes next; • What the proposed inclusion of non-bank players including fintechs, retailers and telecommunications operators in the national payments and settlements system means for the economy; • The efforts PayInc is making to implement instant payments at a regional level; and • Emerging payment technologies like central bank digital currencies and stablecoins. Don’t miss this informative discussion.
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1 month ago
25 minutes 18 seconds

TCS - The TechCentral Show
From lockdown idea to global player: The Invigilator bags $11-million funding
The Invigilator, the developer of a South African application that helps educational institutions monitor web-based assessments to prevent cheating, recenty secured US$11-million (R195-million) in funding to help it expand internationally. In this episode of the TechCentral Show, Nicolas Riemer, co-founder and CEO of The Invigilator, joins TechCentral’s Nkosinathi Ndlovu to discuss how the start-up is going to use the cash injection to take on international markets. He also gives insight into the app’s software and the company behind it. In this episode, Riemer delves into: • How The Invigilator app got started during the Covid-19 lockdown; • The markets it plans to expand into internationally; • The challenges of developing an app like The Invigilator in the South African market and why this may have set the company up for international success; • How the app uses AI to minimise network and storage demands while improving outcomes; • Barriers to The Invigilator’s adoption, like resistance from students, and how they were overcome; and • The future technologies Riemer is most excited about in the ed-tech space. Don’t miss the conversation!
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1 month ago
35 minutes 9 seconds

TCS - The TechCentral Show
Barney Harmse on building Paratus Group – and working with Starlink
Paratus Group executive chairman Barney Harmse joins the TechCentral Show to share the story of the telecommunications group’s rise from small beginnings in Angola and Namibia more than 20 years ago and how it became one of Southern Africa’s biggest ICT infrastructure players. Paratus started life in Angola in 2003, evolving from a local internet service provider into a pan‑African telecoms powerhouse. Co-founded by Harmse with Schalk Erasmus, Rolf Mendelsohn, Martin Boese and Miles October, it grew rapidly and now has infrastructure across the region, including in Zambia, Botswana, South Africa, Mozambique, the DRC and Namibia. This week, it officially launched the first privately owned mobile network operator in Namibia, which will compete directly with the state-owned incumbents. Today the business works closely with the likes of Starlink, Google and Meta Platforms and plays a significant role in long-distance, metropolitan and access networks across the region. It also helped land Google’s Equiano cable on the Namibian coast. In this lively interview with TechCentral editor Duncan McLeod, Harmse unpacks the Paratus story, touching on: • What building telecoms infrastructure across the vast reaches of Southern Africa has entailed, including memorable moments along the way; • The company’s financial backers, and its capital-raising plans – including a possible future listing in New York; • Why it built a network of long-distance fibre across Southern Africa; • Paratus’s relationship with Elon Musk’s Starlink, and why it’s a key role player in the launch of the low-Earth orbit satellite provider’s offering across the region; • The launch of the mobile network in Namibia and why it’s a significant development in the Paratus story; and • The opportunities still ahead for Paratus Group. Don’t miss a great interview!
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2 months ago
56 minutes 37 seconds

TCS - The TechCentral Show
Maziv goes massive: CEO Dietlof Mare on Vumatel’s big roll-out plans
Maziv, the company that owns Vumatel and Dark Fibre Africa, plans to spend R12-billion over the next five years as its ramps its deployment of fibre infrastructure across South Africa. Poised for a big injection of cash and assets from Vodacom, which is buying a 30% co-controlling stake in the business, it has unveiled big plans to deploy fibre in townships and other underserved parts of the country. In this exclusive podcast interview, CEO Dietlof Mare unpacks Maziv’s ambitious plans with the TechCentral Show, telling TechCentral editor Duncan McLeod about: • The painful three-and-a-half years it took to get the deal over the line with the competition authorities and how these delays undermined investment in new fibre builds in South Africa; • Why regulators need to reflect on the time it took to conclude the transaction, and why they need to be quicker in adjudicating M&A activity to grow the economy; • How the merging parties eventually secured the approval of the Competition Commission, which had initially recommended that the transaction be blocked on competition grounds; • Vumatel’s deployment plans – where it’s going to focus next with its new fibre builds and why; • The economics of rolling out fibre into townships and into low-income communities, a key focus for the business over the next five years; • What the conclusion of the deal means for the sector, including the potential for further consolidation of fibre network operators; • The policy and regulatory changes Maziv would like to see to help it speed up the deployment of fibre in South Africa; and • How the Maziv business is expected to change in the coming years. Don’t miss a great discussion about the future of broadband internet infrastructure in South Africa!
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2 months ago
52 minutes 1 second

TCS - The TechCentral Show
The story behind Nedbank’s R1.65-billion iKhokha deal
Nedbank announced last week that it was acquiring Durban-based fintech iKhokha in a R1.65-billion deal that could signal the start of further consolidation in the payments industry in South Africa. Nedbank described the deal as a “significant milestone” in its strategy to target small and medium enterprises. iKhokha co-founder and CEO Matt Putman is TechCentral’s guest in this episode of the TechCentral Show. He unpacks the deal with TechCentral editor Duncan McLeod, explaining how it came about and what it means for the company’s further growth. Founded in Durban in 2012, iKhokha provides mobile point-of-sale solutions to SMEs. Its products include card machines and a mobile app that allows merchants to accept card payments, with added business management tools. It was founded by Putman, Ramsay Daly and Putman’s father Clive. Putman tells the TechCentral Show about: • How the deal with Nedbank happened; • The origins of iKhokha and its growth over the past 13 years, leading to the sale to Nedbank – a deal that is still subject to regulatory approval; • How iKhokha will work with Nedbank (it will remain an independent brand within the banking group), including a possible expansion into new markets in Africa; and • The exit of iKhokha’s backers, including Crossfin Technology Holdings, Apis Partners and the International Finance Corporation. Don’t miss a great discussion!
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2 months ago
26 minutes 43 seconds

TCS - The TechCentral Show
Alan Knott-Craig unveils Fibertime’s big bet on township fibre
Alan Knott-Craig’s new fibre internet business has been flying below the radar for some time now, but the serial telecommunications entrepreneur has finally unpacked his plans for the business. Speaking to the TechCentral Show this week, Knott-Craig – who has led a range of well-known tech businesses, including Mxit, World of Avatar, Project Isizwe and iBurst – talks about why he believes there’s money to be made in wiring up townships with fibre and how Fibertime (stylised as “fibertime”) hopes to reach millions of data-poor South Africans who, until now, have had to rely on expensive mobile data for connectivity. In the interview, with TechCentral editor Duncan McLeod, Knott-Craig also chats about: • What’s been involved in building Fibertime; • The Fibertime business model and the economics of township fibre; • The network’s footprint and where the company plans to build next (it is currently deploying infrastructure in Alexandra in Johannesburg); • Why fibre beats wireless for township internet services; • The difficulties of working in township settings, including the threat posed by crime; • Plans to list the business, possibly in 2027; and • The recently approved Vodacom/Maziv deal, and what that means for the telecoms sector. Don’t miss a fascinating interview!
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2 months ago
22 minutes 19 seconds

TCS - The TechCentral Show
Pick n Pay’s Enrico Ferigolli on building asap! and taking on Shoprite
Although Shoprite Group stole a march on many of South Africa’s retailers in on-demand online grocery delivery during the Covid-19 lockdowns, Pick n Pay has a clear plan to make up lost ground and compete aggressively for market share. Enrico Ferigolli, who co-founded the liquor delivery app Bottles – which was later acquired by Pick n Pay to form the basis of its online shopping push with asap! – joins the TechCentral Show to unpack the journey Pick n Pay is on, and how the e-commerce market is likely to develop in the coming years. Ferigolli tells TechCentral editor Duncan McLeod about: * Why and how technology has become fundamental to modern retail; * The launch of Bottles and what led to the Pick n Pay acquisition; * The dynamics of on-demand delivery and what it takes to be a successful player; * How Pick n Pay is working to convince people to try asap! for their grocery needs; * The role of AI (and AI agents) in future omnichannel retail environments; How online shopping is likely to change the way Pick n Pay designs its physical stores; * Pick n Pay’s relationship with Takealot Group, and where that alliance is headed; * Pick n Pay’s plans to expand into townships and other underserved markets with on-demand deliveries; and * The threat posed by international e-commerce companies that don’t have a presence in South Africa but which ship goods to local consumers. It’s a great interview about the future of e-commerce in South Africa – be sure not to miss it!
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2 months ago
49 minutes 30 seconds

TCS - The TechCentral Show
Britehouse MBO: Graham Parker on what’s next for software firm
A recent management buyout of Britehouse from NTT Data – previously Dimension Data – has put the software development house on a new trajectory. In this episode of the TechCentral Show, Duncan McLeod chats to Britehouse executive chairman Graham Parker about the MBO of Britehouse Mobility and what it means for the future of the business. Dimension Data acquired the 60% of Britehouse it didn’t already own in a 2015 transaction, buying out shareholders that included Remgro and Convergence Partners. The IT group had held a 40% stake since 2007 before buying out other shareholders eight years later. “Britehouse is embarking on a new era of innovation and independence following a management buyout transaction that effectively acquired the business from NTT Data,” a statement at the time said. “The acquisition from NTT Data marks a pivotal moment in Britehouse’s journey.” Following the deal, Britehouse Mobility will operate as a fully independent company. The Britehouse brand will cease to exist inside NTT Data, but the latter will retain the enterprise applications business, with specific focus on SAP and Microsoft, it said. “After several successful years of operating as part of the global NTT Data group, Britehouse is excited to return to its roots as an independent, South African-led business,” said Parker at the time. Parker tells the TechCentral Show about: • His history with Dimension Data and Britehouse; • The story of Britehouse; and • What the business looks like today, and management’s plans for growth. Don’t miss the discussion!
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3 months ago
25 minutes 17 seconds

TCS - The TechCentral Show
Connecting Saffas – Renier Lombard on The Lekker Network
The Lekker Network is a recently launched global business platform designed to help South African expatriates find business and investment opportunities around the world, including at home. Founded by a group of well-known businesspeople, The Lekker Network was launched in March and offers members access to a business directory, a jobs portal (for employers and job seekers), a social platform with “likeminded individuals” and events around the world for people, including non-South Africans, to meet up. Renier Lombard, a co-founder of The Lekker Network, is our guest on this episode of the TechCentral Show. He said the platform, whose ambassadors include well-known journalist and speaker Bruce Whitfield and former Springbok and now businessman Bob Skinstad, is designed to “forge connections between South African businesses and businesspeople, regardless of their location”. In this episode of TCS, Lombard unpacks: • Who founded The Lekker Network and why; • Who it is aimed at and who can join; • How much it costs and what members get for the fee; • The markets where The Lekker Network is focused – not surprisingly, the attention is on countries where there are a large number of South African expats; • How (and why) non-South Africans can join the network; and • The importance of the tech sector, including start-ups, to The Lekker Network community. Don’t miss the interview!
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4 months ago
20 minutes 39 seconds

TCS - The TechCentral Show
TCS | South Africa’s Sociable wants to make social media social again
The digitisation of social interactions has made it easier for people to maintain contact and build online communities. However, there has been a decrease in in-person interaction that has contributed to a sense of disconnect. South African-made social media platform Sociable hopes to solve this problem by combining online engagement with in-person meetups, connecting people based on shared interests. In this episode of the TechCentral Show, Sociable co-founder and CEO Jason van Dyk tells TechCentral’s Nathi Ndlovu about the importance of community and how Sociable is helping drive its development. In the show, Van Dyk delves into: • How community builders benefit from using the Sociable platform; • The features Sociable provides to communities and their members to enhance engagement; • How meeting spaces including coffee shops, bars and restaurants benefit from the in-person component of Sociable’s community meetups; • Sociable’s approach to safety for its users; • How Sociable positions itself against large social media platforms like Facebook; • Some of the most popular communities on the platform; and • The impact of AI on the social media landscape. Don’t miss the conversation!
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4 months ago
23 minutes 32 seconds

TCS - The TechCentral Show
Tech, townships and tenacity: Spar’s plan to win with Spar2U
Spar Group is determined to play a significant role in the on-demand grocery delivery space in South Africa despite coming from behind, its omnichannel executive for Southern Africa has told TechCentral. Speaking to the TechCentral Show, Blake Raubenheimer took the publication’s editor, Duncan McLeod, through the retailer’s plan to compete directly with the likes of Shoprite Holdings’ Sixty60, which gained an early market lead during the Covid lockdowns. Spar has every intention of becoming a meaningful player in app-based on-demand deliveries, according to Raubenheimer, who unpacked the retailer’s plan to gain market share in the increasingly competitive but fast-expanding segment with Spar2U. South Africa’s grocery sector has become increasingly competitive as price-conscious consumers look for value, convenience and distinctive products. Shoprite and Woolworths are keeping their rivals on their toes as they continue to sign up customers. Pick n Pay, which is also coming from behind, is aggressively targeting the space, too. In this episode of the TechCentral Show, Raubenheimer discusses: * How Spar’s business model – the vast majority of stores are run by franchisees – has complicated its move into the on-demand grocery game, and how it's working to turn this to its advantage; * How Spar is working to convince consumers to try Spar2U over other on-demand services; * The group’s broader omnichannel strategy, where the retailer is positioned in the market, where it wants to get to, and how it plans to do it; * Its focus on the township and rural markets through partnerships with companies like KasiD and Delivery Ka Speed – and why it’s important; Spar’s partnership with Uber Eats; * How Spar’s SAP enterprise software implementation in KwaZulu-Natal went awry and how it impacted the retailer; and * What Spar is working on from a technology perspective. Don’t miss a fascinating discussion about how technology is transforming the retail industry in South Africa.
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4 months ago
22 minutes 36 seconds

TCS - The TechCentral Show
Nomvuyiso Batyi on Starlink, BEE reform and spectrum
What should one make of the noise surrounding the licensing (or non-licensing) of Starlink in South Africa? And what of the plans to reform the rules around black economic empowerment in the sector? To make sense of these developments – and others – TechCentral editor Duncan McLeod sat down this week with Nomvuyiso Batyi, CEO of the Association for Comms & Technology (ACT), an industry body that represents South Africa’s six largest telecommunications operators: MTN, Telkom, Vodacom, Rain, Liquid Intelligent Technologies and Cell C. In the interview, for the TechCentral Show, Batyi unpacked communications minister Solly Malatsi’s draft policy directive to communications regulator Icasa on so-called “equity equivalents” and why ACT believes there needs to be fairness in the licensing process. If the new rules apply to satellite operators, she said, they should apply to all licensees in the sector equally, including the big telecoms operators ACT represents. In the show, she also discussed: • Whether Starlink – and other low-Earth-orbit (LEO) satellite internet companies pose a threat or an opportunity for South Africa’s network operators; • The role of LEO satellite operators in South Africa’s future telecommunications mix – and can they help bridge the digital divide?; • The latest on the planned switch-off of 2G and 3G networks in South Africa, and why 3G will be the first to go; • Whether national treasury’s recent move to cut ad valorem tax on basic smartphones goes far enough – and what other measures ACT would like to see to get smartphones in the hands of everyone in South Africa; and • What is happening regarding the next spectrum auction. Don’t miss a great discussion!
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5 months ago
50 minutes 39 seconds

TCS - The TechCentral Show
Sentiv, and the story behind the buyout of Altron Nexus
Altron Group announced last week that it was selling its Altron Nexus businesses in a management buyout led by Nexus MD Louis du Toit and BriteGaze founder and technology entrepreneur Reshaad Sha. Sha and Du Toit are our guests in this episode of the TechCentral Show, where they tell TechCentral editor Duncan McLeod about the acquisition and their growth plans for the business. As part of the acquisition – which is still subject to the fulfilment of certain conditions, which should be concluded by the end of June – Altron Nexus will be rebranded as Sentiv, a portmanteau of “sentient” and “intuitive”. Sha will serve as Sentiv’s executive chairman while Du Toit will be CEO. “Together they will steer Sentiv’s transformation into a future-orientated technology partner offering intelligent, context-aware, mission-critical communications and industrial internet-of-things solutions,” according to a statement from the acquiring parties. In this episode of the TechCentral Show, Du Toit and Sha tell McLeod about: • How the deal came about; • The assets and businesses housed in Altron Nexus; and • The plan to turn the business around. Don’t miss a great conversation!
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5 months ago
23 minutes 49 seconds

TCS - The TechCentral Show
Signal restored: Unpacking the Blue Label and Cell C turnaround
TechCentral’s guests in this episode of the TechCentral Show believe Blue Label Telecoms and its affiliate (and soon to be subsidiary) Cell C present a compelling investment case. Philip Short, global portfolio manager at Flagship Asset Management – which counts Blue label as its sole South African investment – and Dylan Bradfield, portfolio manager at Sharenet, tell TechCentral editor Duncan McLeod that they believe the turnaround taking place at Cell C is real, and will have a meaningful impact on Blue Label shares. Blue shares, which have already rallied strongly – which have more than doubled in the past six months – could still have plenty of room to run, according to Short. In this episode of the TechCentral Show, Short and Bradfield unpack: • Blue Label’s announcement earlier this month that it is considering a JSE listing for Cell C; • Why Cell C’s restructured operating model and strategy makes sense, and why that’s good news for Blue Label shareholders; • The role of Cell C CEO Jorge Mendes in the turnaround – and what the opportunity is for the mobile operator with its new “asset-light” model of running its network – management of its radio access network has effectively been outsourced to partners (and competitors) MTN and Vodacom; • Which operators would be most vulnerable to a resurgent Cell C; • The importance of Cell C’s strategy around mobile virtual network operators and the significance of its relationship with Capitec; • The move by Blue Label to sell Comm Equipment Company to Cell C – good move or not? • Whether Cell C can compete with Telkom, Vodacom and MTN in the business market, something Mendes has signalled his desire to do; • What the listing of Cell C could look like, what management’s focus should be before the listing and what kind of valuation the business could attract; and • How much more value could be unlocked for Blue Label shareholders. Don’t miss a fascinating discussion!
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5 months ago
35 minutes 59 seconds

TCS - The TechCentral Show
The TechCentral Show (TCS, for short) is a tech show produced by South Africa's leading technology news platform. It features interviews with newsmakers, ICT industry leaders and other interesting people.