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    Louise Radcliffe

    Research Analyst at Investec

    Louise Radcliffe is an Equity Analyst at Investec, specializing in UK mid and small-cap equities with a particular focus on the healthcare, pharmaceuticals, and life sciences sectors. She actively covers companies such as Oxford Biomedica, Clinigen Group, and Abcam, and is known for delivering actionable investment research that has contributed to above-average sector returns for her clients. Since joining Investec in 2012, Louise has built a strong reputation for detailed industry knowledge, previously gaining experience at KPMG and Deutsche Bank, and she is a Chartered Financial Analyst (CFA) charterholder. Her analytic rigor and client-centric approach have earned her recognition in industry rankings and maintain a consistently high success rate in her coverage universe.

    Louise Radcliffe's questions to Vodacom Group Ltd / ADR (VDMCY) leadership

    Louise Radcliffe's questions to Vodacom Group Ltd / ADR (VDMCY) leadership • Q4 2023

    Question

    Louise Radcliffe from Investec asked about the network's ability to handle severe load-shedding, how this affects CapEx replacement cycles, and for details on specific cost-saving initiatives being targeted in South Africa.

    Answer

    CFO Raisibe Morathi explained that continued investment in battery capacity, generators, and network sharing will allow Vodacom to manage within its 13-14.5% CapEx intensity guidance. For cost savings, she highlighted renegotiating supplier contracts, shifting FX-denominated spending to local currency, process digitization via RPA, and the ongoing 'fit for growth' program.

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    Louise Radcliffe's questions to VOD.JO leadership

    Louise Radcliffe's questions to VOD.JO leadership • FY 2023

    Question

    Louise Radcliffe from Investec asked about the network's capacity to handle severe load-shedding, the impact on CapEx replacement cycles, and specific cost-saving initiatives being targeted in South Africa.

    Answer

    CFO Raisibe Morathi explained that ongoing investments in battery capacity and generators, along with network sharing, will keep CapEx within the 13-14.5% intensity target. She detailed cost initiatives including renegotiating supplier contracts, digitizing processes, and shifting from FX-denominated spending.

    Ask Fintool Equity Research AI