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SAFARICOM FY 2011 Results Announcement LIVE STREAMING
Rank: Chief Joined: 1/3/2007 Posts: 18,259 Location: Nairobi
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the deal wrote:I have a BUY recommendation on Safaricom. LOL... Wanna bet? And I know unlike QW, you will pay up! So let's discuss targets...! EPS? Share Price? Time Frame? Bet? [I see data being a huge driver of revenue & profits but Voice revenues might increase but PAT attributable to Voice is going down] Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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Stellar! Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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mlennyma wrote:@youcantstop weee nini?kichwa imeenda mteja?...we are saying the price wars are working towards safcom because of their huge volume.they even could not manage a 2% drop. Sawa boss. I hope you get to sell your shares tomorrow at 6 bob. GOD BLESS YOUR LIFE
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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VituVingiSana wrote:youcan'tstopusnow wrote:To those chiding VVS, I doubt he has any shares in Airtel LOL... Sina Airtel!!! You know which firms I have shares in... I am pretty open about that! So safaricom has been lying to us... ati, revenues will drop by 26bn coz rates went from 8/- to 3/-... the minutes used have compensated just as Airtel said they would! Notice how the "Key Highlights" didn't have the reduction in Profits. Ama hiyo si key? GOD BLESS YOUR LIFE
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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the deal wrote:I have a BUY recommendation on Safaricom. You got jokes! GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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youcan'tstopusnow wrote:the deal wrote:I have a BUY recommendation on Safaricom. You got jokes! "a leader who fools others in public might fool himself in private"
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Rank: Member Joined: 10/25/2010 Posts: 519 Location: nairobi
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Cde Monomotapa wrote:youcan'tstopusnow wrote:the deal wrote:I have a BUY recommendation on Safaricom. You got jokes! "a leader who fools others in public might fool himself in private" My Safcom Buy recommendation here http://contrarianinvestingkenya...1-earnings-analysis.html
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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Stellar! Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Veteran Joined: 3/25/2011 Posts: 946
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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We have a Buy recommendation on Safcom..PAT 2011-2012 likely to be up by 20% on low costs,resilient EBITDA,Parabolic growth in Mpsea(going global) and data(low penetration at 22%)...entire report here http://contrarianinvestingkenya.blogspot.com
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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the deal wrote:We have a Buy recommendation on Safcom..PAT 2011-2012 likely to be up by 20% on low costs,resilient EBITDA,Parabolic growth in Mpsea(going global) and data(low penetration at 22%)...entire report here http://contrarianinvestingkenya.blogspot.com A wise man changes his mind. I might reconsider owning some S.com again.
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Rank: Chief Joined: 1/3/2007 Posts: 18,259 Location: Nairobi
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Cde Monomotapa wrote:the deal wrote:We have a Buy recommendation on Safcom..PAT 2011-2012 likely to be up by 20% on low costs,resilient EBITDA,Parabolic growth in Mpsea(going global) and data(low penetration at 22%)...entire report here http://contrarianinvestingkenya.blogspot.com A wise man changes his mind. I might reconsider owning some S.com again. Me too but at a lower price. My broker knows I am in at 3/- but I might not buy all at 3/- but wait till 1H results... Wanna see how the 3/- rate worked out for a full Half... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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Stellar! Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
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SIASA!! Crap stock...so many better stocks out there, profits are falling and you guys are buying, huh? Competition is increasing daily and you guys are still buying ,huh? This is the 5th Elliot wave that catches all the suckers. DO NOT become one of them.
@vvs and @youcan't, don't get pushed into the death train....
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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VituVingiSana wrote:Cde Monomotapa wrote:the deal wrote:We have a Buy recommendation on Safcom..PAT 2011-2012 likely to be up by 20% on low costs,resilient EBITDA,Parabolic growth in Mpsea(going global) and data(low penetration at 22%)...entire report here http://contrarianinvestingkenya.blogspot.com A wise man changes his mind. I might reconsider owning some S.com again. Me too but at a lower price. My broker knows I am in at 3/- but I might not buy all at 3/- but wait till 1H results... Wanna see how the 3/- rate worked out for a full Half... Hapo tunakubaliana. 1-chwani, 2-fiu max.
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Rank: Chief Joined: 1/3/2007 Posts: 18,259 Location: Nairobi
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The Merchant wrote:SIASA!! Crap stock...so many better stocks out there, profits are falling and you guys are buying, huh? Competition is increasing daily and you guys are still buying ,huh? This is the 5th Elliot wave that catches all the suckers. DO NOT become one of them.
@vvs and @youcan't, don't get pushed into the death train.... Wewe... I saw the I&M results leo... I recall you had mentioned something a little while ago. What portion of Other Income is from Bond Trading? As for Safaricom - As an investment at 3/- [or lower] I could go for... At 3.90 I am staying far away! Lakini, I want to see 1H 2011-12 results before I plunge in all the way... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: New-farer Joined: 1/10/2010 Posts: 73 Location: kenya
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And I will keep insisting, how does a Net Loss(Airtel Over The years) threaten a Net Profit(Saf over the years).
Even in a war you can imagine the consequence where one army(A) has Missiles,Machine Guns,Tanks,F-16s,etc and on the enemy side(B), not all soldiers have guns some of them carry machetes and stones.
Army B can apply some Gorilla tactics and inflict some casualties on Army A(12% decline in profits),but you can imagine the consequence when A retaliates.
Army A can recruit more soldiers(customer numbers up)because it can - it has the resources which are not borrowed but its own.It can also,(and it will)bring in more artillery for an offensive.
So unless the basic concepts of the Art of War(Art of doing Business)have changed!!!!!!!!
Airtel should build a strong Army first B4 going to war because Machetes and Stones wont cut it.
Britain(Airtel)was the first super power, USA(Safcom)turned the tables seriously.What we are waiting for is China(Chaliwong Inc.)
to to turn the tables on USA(Safcom) but not Britain.
Make Hay While The Sun Shines
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Rank: Chief Joined: 1/3/2007 Posts: 18,259 Location: Nairobi
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@chaliwong - Safaricom will remain on top as a provider but as an investment at 3.90 IMHO it doesn't cut it as long as Airtel can keep the 3/- Voice rate in place! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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And the share price is just stagnating, not moving an inch! NKT. When is the books closure for Dividend?  Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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SAFARICOM FY 2011 Results Announcement LIVE STREAMING
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