One thing I know for sure, Hellios are smart. There is a good chance they will make good mula from this shipwreck

Hellios will use chief hustler to convince Rotich to give them the leeway to takeover Telkom Kenya.
Telkom Kenya just needs good and strategic managers to be profitable.

Unless they start leasing to MVNO companies eg banks the way equity did with Airtel, they can make some money like this, otherwise I dont see pple moving to Orange or whatever name it will be called

This looks like good money chasing bad money

If Helios had remained in Equity & then bought out Telkom, I'd see possibilities. Instead of relying on Airtel, perhaps Equity should have bought out YU or Telkom together with a foreign and experienced telcom partner.

Agreed. The Telkom - Zuku combination would be a very nice strategy.

Helios invests in markets that most main-listed companies blatantly fail to satisfy and come out winning. Like they did with Equity.

The home internet market is hugely untapped (just as banking was). It would take time for Zuku on its own to roll out infrastructure on its own even to places just outside Nairobi and its environs (I should know, I have been trying to get them to come to a place called Kiamumbi for months)

With Telkom's infrastructure, last mile connectivity will be fast. And Helios will bring efficiency to Telkom.

Lets face it, the only reason we use Safaricom is because the internet connection is the best we have so far (at least in places like Kiamumbi)

Excellent point. Telkom manages NOBFI/NOFBI as well.

They should try and sqeeze to get at least 95% ownership or buy everything. Because dealing with gava will weigh them down.
And gava being on safcom also, whats the incentive of gava for telkom to thrive??

I they really wanted gava out. They'd list Telekom, reduce gava ownership without public uproar because the shares are now owned by 'kenyans'. And with that they could simultaneously list wananchi. Sell off slowly to large cooperates over the next years like they sold equity.

with gava in there I'd like to see what they can achieve, im sceptic