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CENTUM FULL YEAR 2010/2011 RESULTS
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fresher2010
#21 Posted : Tuesday, June 07, 2011 9:34:13 AM
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Joined: 10/26/2010
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Location: Nairobi
youcan'tstopusnow wrote:
Plans to develop Runda into a diplomatic hub. You can follow them on twitter for the updates



What is their twitter handle?
Jamaa wa mjengo
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youcan'tstopusnow
#22 Posted : Tuesday, June 07, 2011 9:47:34 AM
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Joined: 3/24/2010
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High of 24. fresher2010, @Centum_Inv
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kenyainvesting.blogspot.com
#23 Posted : Tuesday, June 07, 2011 11:07:00 AM
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Joined: 3/29/2011
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Location: Kenya
A snippet of the results, investor briefing and outlook of the company

LINK: Centum Releases Full Year 2010/2011 Results
MY BLOG: Kenya Investing
BE MY FRIEND ON FACEBOOK: Kenya Investing Facebook Page
TWITTER HANDLE: @kenyainvestor
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Real
#24 Posted : Tuesday, June 07, 2011 11:15:12 AM
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Joined: 5/30/2008
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Shame on you Is it my computer or the live prices are not available. I have even checked on rich.co.ke na hakuna..
We live life and dream dreams. To be successful be real
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youcan'tstopusnow
#25 Posted : Tuesday, June 07, 2011 11:22:10 AM
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Real wrote:
Shame on you Is it my computer or the live prices are not available. I have even checked on rich.co.ke na hakuna..

Weka e-mail address usaidiwe
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Frangipani
#26 Posted : Tuesday, June 07, 2011 11:30:49 AM
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Joined: 3/14/2011
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The price has jumped to Sh.24 according to mystocks.co.ke
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Aguytrying
#27 Posted : Tuesday, June 07, 2011 12:28:03 PM
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Joined: 7/11/2010
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youcan'tstopusnow wrote:
Aguytrying, seems Centum didn't pull a Mumias on us thensmile

looks like it didn't, though half yr was up 900 percent, now full yr 110 percent. But that bonus surely! I could've been better. Overall stellar results, good prospects.
The investor's chief problem - and even his worst enemy - is likely to be himself
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mwanahisa
#28 Posted : Tuesday, June 07, 2011 12:32:57 PM
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Good results, though not unexpected. I am waiting to see how much of the investment income is Fair Value Gains through Profit and Loss.
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muganda
#29 Posted : Tuesday, June 07, 2011 1:02:18 PM
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Okay, these Centum results, na soma soma sana but one question for your help pls... http://bit.ly/khe4Kw [PDF]

You see there's this Company v/s Group issue. Company shows Income growth of 51%, and Profit after Tax growth of 40%. Group shows Income growth of 118% and Profit after Tax of 112%.


I see a large portion of gains generally attributable to revaluation/unrealized gains in non-trading assets. Which line tells us how much cash the business is generating?

Is it Portfolio income + Realised gains = approx 30% of profit d'oh! d'oh!
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mwanahisa
#30 Posted : Tuesday, June 07, 2011 1:34:22 PM
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A huge proportion of the investment income is from unrealised gains, especially arising from the increase in value of their investments in unquoted companies (referred to as Private Equity). Centum has also recognised a near 1 B increase in the value of their Real Estate, albeit that this is unrealised.

I am happy to keep my investment in this company as a long term investment. I will however be surprised if the share price rallies more than where it is today, considering what has happened to other companies that have reported impressive growth.
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the deal
#31 Posted : Tuesday, June 07, 2011 2:47:40 PM
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Joined: 9/25/2009
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Location: Windhoek/Nairobbery
Centum Profits Surge:Targets Africa

Our Analysis here

http://contrarianinvesti...surgetargets-africa.html
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muganda
#32 Posted : Tuesday, June 07, 2011 3:36:32 PM
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@mwanahisa I hear you. The results and direction company is taking is good.

It's just that when I consider most are revaluations of non-trading assets:

--I simplify my vision of ultimate value only to appreciation of their share price
--For Real Estate more concerned with rental yield than appreciation of asset
--For Private Equity more concerned with dividend yield or share of associates cash profits

I'm impressed for example with the approach for Quoted Instruments where superior investment and disposal of Carbacid generated positive cash flow.
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the deal
#33 Posted : Tuesday, June 07, 2011 9:13:28 PM
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Location: Windhoek/Nairobbery
Centum plan to exit two counters on the NSE this year to go into geothermal...uhhmm who do u think is on the chopping board?

Earnings up also cause of their sell carbacid..appreciation of Uap and Kwal...like i said on my blog Centum is fairly priced folks...i also think their too over ambitious...but i like their diversification game plan...i hope folks at Britak are learning 1 or 2 things...where do u think triple digits will come from in 2011? unless they continue selling their quoted shares.

www.businessdailyafrica..../1/-/8ikg32/-/index.html
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youcan'tstopusnow
#34 Posted : Tuesday, June 07, 2011 10:45:14 PM
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How can aiming for the sky be termed too ambitious?
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guru267
#35 Posted : Tuesday, June 07, 2011 11:36:04 PM
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Joined: 1/21/2010
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Location: Nairobi
muganda wrote:
@mwanahisa I hear you. The results and direction company is taking is good.

It's just that when I consider most are revaluations of non-trading assets:

--I simplify my vision of ultimate value only to appreciation of their share price
--For Real Estate more concerned with rental yield than appreciation of asset
--For Private Equity more concerned with dividend yield or share of associates cash profits

I'm impressed for example with the approach for Quoted Instruments where superior investment and disposal of Carbacid generated positive cash flow.



@muganda centums current path scares me... If they continue to attribute most of their earnings to revaluations and fair value gains then rather than cash fllow gains then what to them happens when the bears are set loose upon us..

Oh @muganda btw for those who seek rental income, dividend income, the fair value gains, the appreciation of real estate and the whole package from farmers choice to bujagali and from insurance to fibre optic cables look no further JUBILEE'S in town... Laughing out loudly
Mark 12:29
Deuteronomy 4:16
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guru267
#36 Posted : Wednesday, June 08, 2011 8:40:13 AM
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Joined: 1/21/2010
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Location: Nairobi
http://www.businessdaily.../-/67031kz/-/index.html

These guys are seriously realising this is lucrative only now... Sad I mean jubilee's tsavo and bujagali power generation plants willl earn them big in 2011..
Mark 12:29
Deuteronomy 4:16
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youcan'tstopusnow
#37 Posted : Thursday, June 23, 2011 10:32:32 AM
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Location: Black Africa
A trade of 1 million shares goes down at 23.50
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guru267
#38 Posted : Saturday, June 25, 2011 10:52:27 AM
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Joined: 1/21/2010
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youcan'tstopusnow wrote:
A trade of 1 million shares goes down at 23.50


I really wonder where all this supply keeps on rushing in from on the whole NSE Sad KCB also traded sick volumes this week
Mark 12:29
Deuteronomy 4:16
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the deal
#39 Posted : Saturday, June 25, 2011 11:32:55 AM
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Location: Windhoek/Nairobbery
There will be no other Carbacid and with the NSE down like this...Centum is in hot tasteless soup...LoL...thats why u see people.selling.
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guru267
#40 Posted : Saturday, June 25, 2011 11:54:22 AM
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the deal wrote:
There will be no other Carbacid and with the NSE down like this...Centum is in hot tasteless soup...LoL...thats why u see people.selling.

I also really wonder what will bring in the profits for these guys in 2011..
Certainly they wont match last years earnings unless they decide to revalue their assets which will also be a heavy dissappointment
Mark 12:29
Deuteronomy 4:16
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