To The Moon

Looking at the P/E(ttm) and financial performance of TeleChoice Intl (T41) for the past one year, I would say that it makes the PEG and PEGY quite phenomenal.

Using AI to check on the team behind this performance, I got the following.

"Based on available information, the CEO is a seasoned telecommunications executive with deep company knowledge, though the track record as CEO is limited due to her recent appointment. The leadership team under her is relatively new, which presents both a potential for fresh strategy and a lack of tested, collective experience.

Here is a detailed breakdown of the CEO's profile and the management team.

👤 Profile of the CEO

· Current Position: President, Chief Executive Officer, and Executive Director

· Appointment Date: October 14, 2023

· Tenure as CEO: Approximately 1.9 years (as of September 2025)

· Share Ownership: Directly owns 0.82% of the company

· Previous Role: Senior Vice President, leading the Personal Communications Solutions Services (PCS) Division

· Company Tenure: Joined the company in December 1999; over 24 years of service

· Industry Experience: Approximately 30 years in the telecommunications industry

📈 Track Record & Leadership Style

The CEO's leadership history suggests a focus on strategic growth and operational transformation:

· Proven Internal Leader: Before becoming CEO, she successfully led the Personal Communications Solutions Services (PCS) Division starting in 2006, where they were credited with developing strategies that drove business growth and contributed significantly to the division's expansion. Her long tenure within the company provides invaluable institutional knowledge.

· Driving Transformation: Since taking the helm as CEO, her team is described as driving a transformative process aimed at improving operational efficiency, customer engagement, and market presence. Under her leadership, the company has secured strategic contracts and advanced its managed services capabilities.

· Hands-On Approach: She concurrently hold the position of Acting Head of the Info-Communications Technology Services (ICT) Division, indicating a hands-on role in overseeing the group's expanding technology portfolio, which is likely a key growth area.

⚖️ Capability Assessment

Evaluating the potential for leading the company to greater heights involves weighing several factors:

· Strengths:

· Deep Company and Industry Knowledge: With 30 years in telecom and over 24 years at the company, she has a profound understanding of its core business, challenges, and opportunities.

· Proven Internal Track Record: Her successful leadership of the PCS division demonstrates a capability to manage and grow a significant part of the business.

· Strategic Focus on Technology: Her active oversight of the ICT division signals a focus on growing the higher-margin technology solutions business.

· Considerations / Potential Risks:

· Short Tenure as CEO: Having been in the top role for less than two years, the long-term results of their strategic initiatives are not yet fully measurable.

· New Management Team: The average tenure of the entire management team is only about 1.9 years, suggesting a relatively new team that may still be gelling. While this can bring fresh energy, it also means the team lacks a long history of working together through various market cycles.

💎 Conclusion

The CEO appears to be a highly qualified and experienced insider who understands the company intimately. Her leadership is focused on transformation and operational efficiency. The primary question mark is not her individual capability but the collective performance of the new management team in executing the strategy over the longer term.

To get a more complete picture, you could monitor the company's financial results in the coming quarters to see if the strategic direction under their leadership is translating into improved financial performance."

Thinking, could the past one year performance be due to this team I decided to take up a small position in T41.