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Safaricom good for trading
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VituVingiSana
#21 Posted : Tuesday, April 26, 2011 9:30:40 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,223
Location: Nairobi
Lower profits for Safaricom in 2011-12?

http://www.businessdaily...0/-/plbdiv/-/index.html

Safaricom benefits from higher interconnection fees since it has the bulk of subscribers.

Generally, it means more folks will call Safaricom from other networks thus there is a net 'inflow' of calls [& cash]. Of course, the higher interconnection costs means Safaricom can also keep more subscribers WITHIN the network.

A lower interconnection fee means it is 'cheaper' for Airtel/Telkom/Yu to offer special cross-network deals but Safaricom will receive 'fewer' revenue from these calls unless the number of minutes jumps by 40%.

In the past we were multi-SIM but less so know. I use a Safaricom data SIM [best service though pricey] but I use Airtel for all other calls. At 3/- I am indifferent to how many minutes I call so Safaricom will make less per call from me/Airtel [when I call cross-network].

BTW, on data... Safaricom is kicking butt!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Cde Monomotapa
#22 Posted : Wednesday, April 27, 2011 8:46:44 AM
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Joined: 1/13/2011
Posts: 5,964
youcan'tstopusnow wrote:
The question is for how long will voice continue to be the major component for Safaricom's revenue. It will not remain at 70% forever.

Very true comrade and I re-emphasise that there was need for a smooth transition to Data & VAS. Since Airtel disrupted that...the light @ the end of the tunnel could be that of an on-coming train! Lol! In addition, when Airtel extends the war to 3G..safcom will be left on the ground calling foul/penalty as the Ref. waves play on..smile
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earthvoice
#23 Posted : Friday, April 29, 2011 1:04:14 PM
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Joined: 1/29/2011
Posts: 257
Anyone have an idea when Safaricom release their financial report?
"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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hisah
#24 Posted : Friday, April 29, 2011 4:41:22 PM
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Joined: 8/4/2010
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earthvoice wrote:
Anyone have an idea when Safaricom release their financial report?

Most of the Vodafone affiliates release the same week as the parent. Usually the last week of May with preferred days being Wednesdays or Thursday. No idea why those days...

Btw now that Safcom is back below 4/-, the same trend pops up again. Demand is picking up again. Someone or some people are mopping it up at this levels. Seems 3.50 is the mboyz floor which is being guarded at all attempts lower.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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youcan'tstopusnow
#25 Posted : Friday, April 29, 2011 5:18:45 PM
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Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Safcon has resorted to playing dirty. The porting company accused them of frustrating the process
GOD BLESS YOUR LIFE
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VituVingiSana
#26 Posted : Sunday, May 01, 2011 4:23:14 AM
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Joined: 1/3/2007
Posts: 18,223
Location: Nairobi
Safaricom will be OK on data lakini Voice will be mbaya!

On data, they are growing faster than all the others combined...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#27 Posted : Sunday, May 01, 2011 9:02:11 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
No profit warning yet!
Life is short. Live passionately.
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the deal
#28 Posted : Sunday, May 01, 2011 9:35:58 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
sparkly wrote:
No profit warning yet!

There will never be one.d'oh! d'oh!
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VituVingiSana
#29 Posted : Sunday, May 01, 2011 9:38:07 AM
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Joined: 1/3/2007
Posts: 18,223
Location: Nairobi
FY 2010-11 will be OK... the hurt starts in 2011-12 [especially the 'losses' from voice!]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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hisah
#30 Posted : Sunday, May 01, 2011 11:14:12 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
VituVingiSana wrote:
FY 2010-11 will be OK... the hurt starts in 2011-12 [especially the 'losses' from voice!]

I wonder what happens when the haircuts start rolling in. That share price could easily get to 2/- or below and look like paka!
Would CMA then pass an extraordinary emergency provision for a buyback or a reverse split (consolidation)? I'm also wondering if it is healthy to have stocks trading at 1/- or 2/- even the coin value can't buy sweets! Yawa!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Impunity
#31 Posted : Sunday, May 01, 2011 12:24:05 PM
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Joined: 3/2/2009
Posts: 26,330
Location: Masada
When did sacon announced end uear results lasy year?Was it mid may or early june?
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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hisah
#32 Posted : Sunday, May 01, 2011 8:47:47 PM
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Joined: 8/4/2010
Posts: 8,977
Impunity wrote:
When did sacon announced end uear results lasy year?Was it mid may or early june?


Wednesday 26 May 2010
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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earthvoice
#33 Posted : Tuesday, September 06, 2011 11:16:35 PM
Rank: Member


Joined: 1/29/2011
Posts: 257
Huge volume on Safcom - 121,854,900 shares traded today.
What's that about? d'oh!
"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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jerry
#34 Posted : Wednesday, September 07, 2011 12:10:22 AM
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Joined: 9/29/2006
Posts: 2,570
@hisah. Other than minimum 100 shares that can trade in NSE there should be another condition, say 5,000/= worth of shares.
The opposite of courage is not cowardice, it's conformity.
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jerry
#35 Posted : Wednesday, September 07, 2011 12:15:38 AM
Rank: Elder


Joined: 9/29/2006
Posts: 2,570
earthvoice wrote:
Huge volume on Safcom - 121,854,900 shares traded today.
What's that about? d'oh!

That's 24,370,980/= return in dividend!
The opposite of courage is not cowardice, it's conformity.
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