Wazua
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Safaricom at 4 bob...
Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
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Shady on-goings around MTR http://standardmedia.co....=2000065898&pageNo=2Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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And it has dipped ex div...it will go back to 3.30 levels previously seen possunt quia posse videntur
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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maka wrote:And it has dipped ex div...it will go back to 3.30 levels previously seen Our bet is still on. Ever heard of something called euro and USD tsunami... Just watch.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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Hold your bets, (at least for now) 97.23% bought by foreign investors
BIDS 18.52M Quantity Price Splits Time 1.36M 4.05 2 14:36:06 12.36M 4.00 21 14:36:06 190,000 3.95 1 14:36:06 479,700 3.90 4 14:36:06 3.15M 3.85 12 14:36:06 ASKS 1.14M Quantity Price Splits Time 47,200 4.10 6 14:36:06 57,700 4.15 7 14:36:06 160,200 4.20 14 14:36:06 435,500 4.25 18 14:36:06 324,700 4.30 8 14:36:06 TRADES Quantity Price Time 13,000 4.05 14:36:04 300 4.05 14:35:14 900 4.05 14:34:58 40,000 4.05 14:34:26 900 4.05 14:34:05
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Jamani wrote:Hold your bets, (at least for now) 97.23% bought by foreign investors
BIDS 18.52M Quantity Price Splits Time 1.36M 4.05 2 14:36:06 12.36M 4.00 21 14:36:06 190,000 3.95 1 14:36:06 479,700 3.90 4 14:36:06 3.15M 3.85 12 14:36:06 ASKS 1.14M Quantity Price Splits Time 47,200 4.10 6 14:36:06 57,700 4.15 7 14:36:06 160,200 4.20 14 14:36:06 435,500 4.25 18 14:36:06 324,700 4.30 8 14:36:06 TRADES Quantity Price Time 13,000 4.05 14:36:04 300 4.05 14:35:14 900 4.05 14:34:58 40,000 4.05 14:34:26 900 4.05 14:34:05 @Maka expects mpesa bank price to collapse due to ex div status. 3.30 can only print if & when H1 is a loss or a profit warning...$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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maka wrote:And it has dipped ex div...it will go back to 3.30 levels previously seen next time check the volumes contributing to the dip in the prices of stock before spreading panic here. Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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hisah wrote:Sufficiently Philanga....thropic wrote:hisah wrote:maka wrote:Lets put a wager on that...it wont make it to 4.40 ex div. Thursday 13th September 2012 - Book Closure
Monday 11th November 2012 - Half- year Results announcement.
That's the calender.
Bwana Hisah,which calendar are u looking at....My calendar puts 11th November as Sunday! Pls clarify! All the same,im soo excited with Safari's leap into the 4s. Dont know whether to lock in profits by 13th or wait for the expected 100% yoy H1 profits in Nov. Should the MTR remain unchanged & CBK lowers further the CBR by 300bps in early Nov when they next meet,i wouldnt be surprised to see it touch 5 bob! But hey, should greed check in in the week i'll have no choice but to end my safari! That November date is on their site which as you state is on a Sunday!
www.safaricom.co.ke/abou...hboard/investor-calendar
Hmmm, need to check with their investors desk to confirm that weird date.
www.safaricom.co.ke/abou...hboard/investor-contacts
investorrelations@safaricom.co.ke
The desk responded. H1 result date is Thu 8 Nov 2012. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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maka wrote:And it has dipped ex div...it will go back to 3.30 levels previously seen It's soo sad you spoke without looking at the bigger picture. Always good to support your statement with facts! But then again,anything is possible even with all the economic indicators lookin green,particularly if the politics isnt handled well later on Q4 or Q1 2013! Lets just say we hope for the best! @SufficientlyP
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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hisah wrote:hisah wrote:Sufficiently Philanga....thropic wrote:hisah wrote:maka wrote:Lets put a wager on that...it wont make it to 4.40 ex div. Thursday 13th September 2012 - Book Closure
Monday 11th November 2012 - Half- year Results announcement.
That's the calender.
Bwana Hisah,which calendar are u looking at....My calendar puts 11th November as Sunday! Pls clarify! All the same,im soo excited with Safari's leap into the 4s. Dont know whether to lock in profits by 13th or wait for the expected 100% yoy H1 profits in Nov. Should the MTR remain unchanged & CBK lowers further the CBR by 300bps in early Nov when they next meet,i wouldnt be surprised to see it touch 5 bob! But hey, should greed check in in the week i'll have no choice but to end my safari! That November date is on their site which as you state is on a Sunday!
www.safaricom.co.ke/abou...hboard/investor-calendar
Hmmm, need to check with their investors desk to confirm that weird date.
www.safaricom.co.ke/abou...hboard/investor-contacts
investorrelations@safaricom.co.ke
The desk responded. H1 result date is Thu 8 Nov 2012. Thanks Bw.Hisah @SufficientlyP
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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MS again. Until I smell a sell or see a sell from the mboys, I'm staying put. http://mobile.businessda...l/-/585i6pz/-/index.html$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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[quote=hisah]MS again. Until I smell a sell or see a sell from the mboys, I'm staying put. http://mobile.businessda.../-/585i6pz/-/index.html[/quote] Likely to touch 4.30 before midweek. Perfect case of pump and dump. Next round in late Oct into early November! Good thing's that the stock has its fundies right! @SufficientlyP
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Rank: Veteran Joined: 8/11/2010 Posts: 1,011 Location: nairobi
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Is this true,i doubt it. Read this its a quote from Robert Alai blog''There seems to be a problem at Safaricom. East and Central Africa’s biggest telco is facing senior management problems as the Board of Directors of Safaricom feel that the shareholders are not getting a good return on their investment. Citing various touchy issues, the board members sitting sometime last week before the annual general meeting (AGM), were rumoured to have demanded that Bob Collymore resign as the CEO of the listed company. Bob Collymore is one very flexible and hands-on manager if you ask me. He is a keen listener and a team player unlike Michael Joseph who was more of a dictator and a political spin-master. But maybe the old men and women sitting in the board of the firm have not understoon the management style of Bob Collymore. They are reported to have raised issue with very petty matters like Bob Collymore’s love life during theor sitting. Who does not have problems in family? I can confess that I have problems in my family and I can point to you 3 Safaricom board members who will never maintain or successfully manage their own family. But does that affect the delivery of Bob professionally? NO!! I guess he knows how to handle both without any interfering with the other. So Bob Collymore is going through a separation with his wife and that is a MAJOR issue at the Safaricom board. Secondly, Safaricom board has been complaining for some time that Bob Collymore is intellectually shallow than his peers (read: friends) in the industry. I don’t know what they mean by this but most of the great managers and pioneers in innovation have not so much “intellectual superiority.” The board came to this conclusion having analysed Bob’s friends like Aly Khan Satchu and Jeff Koinange who does not have any deep grasp of the industry. They view Jeff Koinange and Aly Khan Satchu as a shallow, unschooled and childish bunch that they see no value Bob get from hanging out with them. Jeff and Aly are some close friends of Bob Collymore but none of them is thought to have seen the inside of a university class. Aly Khan is believed by the industry and the wide corporate bigwigs to rely mostly on connections to make shallow analysis of the Kenyan financial market while Jeff Koinange is regarded as an equal to village propagandist who cannot really influence In fact the board members believe that Bob cannot effectively interact with the likes of Martin Oduor Otieno, Adan Mohammed or even not so intellectually endowed managers like Peter Nduati of Resolution Health. Some major shareholders at Safaricom have also claimed that Bob Collymore is more in cheap gossip pages and least on business pages where he should be. Lastly, the Safaricom board believe that Bob Collymore is not delivering value to the shareholder while as a consumer I believe that Safaricom is not delivering on my end. On the exit of Michael Joseph, Safaricom shareholders hoped that the company’s stock would rise above Ksh 5. It has not happened and look like it will never happen. The share price is still below the Ksh 5 IPO price. However, pundits believe that Bob Collymore might be a victim of corrupt forces at Safaricom. Bob is credited with trying to fight the strong forces of Mobitelea and other corporate frauds at Safaricom but the same forces represented by managers, shareholders and board members might be fighting back. It will be very interesting to see how long Bob Collymore will last at Safaricom but industry analysts doubt if he will manage to weather the storm. Already his own staff members are not happy as late as this week when one of the senior managers reported to work from leave and found that her duties have been assigned to another colleague. She has now been given some options to chose all of which are junior to her last assignment. She might be headed out in protest''.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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@bartum - Wow! The rumours, I like Very bullish indeed...! Bulls climb walls of fear... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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And I hope this trend continues so that institution are independent and not influenced politically. So the MTR independent report shows the telcos benefited when MTR was slushed by half back in 2010.Very interesting to see revenues went up but profitability went down. www.businessdailyafrica..../-/15r6vhuz/-/index.htmlWill CCK implement the 1.44 MTR today or 1.60 as per the telcos agreement? Let's see if they have balls. I like good fights $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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this friday and early next week might be very important to safcom share price. This mtr and losing 680,000 customers on phones switch off are very crucial indeed. Not forgetting sim registration switch off. Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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3-3.50 might come again "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Safcom will survive. How many challenges has it overcome so far. Every one seems like it will take them down, but they come out of the ashes stronger The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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If Mpesa bank closes @4.20, KCB @28.25, Kengen @9.10 and MSC @7.00 then NSE index will be above 4000pts as long as the other bluechips prices remain flat or slightly dip. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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lower mtr shelved again. Activists run to court to block 'phones switch off.' This is definately good news for safcom shares price and investors, but how about the other kenyans? Receive with simplicity everything that happens to you.” ― Rashi
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