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BAT (K) FY2012 Results
Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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Donwnload it hereTurnover up 6p.c to 30.5B from 28.8B PBT up to 4.75B from 4.48B PAT up to 3.27B from 3.09B EPS up to 32.71 from 30.98 Dividend up to 32.5 from 30.5 Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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dunkang wrote:Donwnload it hereTurnover up 6p.c to 30.5B from 28.8B PBT up to 4.75B from 4.48B PAT up to 3.27B from 3.09B EPS up to 32.71 from 30.98 Dividend up to 32.5 from 30.5 Question. Now that all the profits are paid out as dividends. Where do they acquire cash for other needs. And is this A wise model? The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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Aguytrying wrote:dunkang wrote:Donwnload it hereTurnover up 6p.c to 30.5B from 28.8B PBT up to 4.75B from 4.48B PAT up to 3.27B from 3.09B EPS up to 32.71 from 30.98 Dividend up to 32.5 from 30.5 Question. Now that all the profits are paid out as dividends. Where do they acquire cash for other needs. And is this A wise model? BAT is used to giving out almost everything. Its a mature firm with no need to expand just like BBK and Stanchart. Remember BAT has branches everywhere so its confined to Kenya. Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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23% dividend yield...not too bad.
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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cnn wrote: 23% dividend yield...not too bad. Not unless you bought it at 141/- per share, otherwise, at current price, the div yield is around 6 percent. Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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dunkang wrote:cnn wrote: 23% dividend yield...not too bad. Not unless you bought it at 141/- per share, otherwise, at current price, the div yield is around 6 percent. average buy price was 133...and i factor in 5% withholding tax on the dividend.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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cnn wrote:dunkang wrote:cnn wrote: 23% dividend yield...not too bad. Not unless you bought it at 141/- per share, otherwise, at current price, the div yield is around 6 percent. average buy price was 133...and i factor in 5% withholding tax on the dividend. Wooo....@cnn, when was this? "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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murchr wrote:cnn wrote:dunkang wrote:cnn wrote: 23% dividend yield...not too bad. Not unless you bought it at 141/- per share, otherwise, at current price, the div yield is around 6 percent. average buy price was 133...and i factor in 5% withholding tax on the dividend. Wooo....@cnn, when was this? Jan 2009.,at the height of the GFF.
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Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
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dunkang wrote:Aguytrying wrote:dunkang wrote:Donwnload it hereTurnover up 6p.c to 30.5B from 28.8B PBT up to 4.75B from 4.48B PAT up to 3.27B from 3.09B EPS up to 32.71 from 30.98 Dividend up to 32.5 from 30.5 Question. Now that all the profits are paid out as dividends. Where do they acquire cash for other needs. And is this A wise model? BAT is used to giving out almost everything. Its a mature firm with no need to expand just like BBK and Stanchart. Remember BAT has branches everywhere so its confined to Kenya. Actually, BBK & SCBK are (almost) in the same boat. The expansion (needs) in Kenya have matured. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: New-farer Joined: 3/4/2010 Posts: 67 Location: Nairobi
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There was a very strong indication of a split.Remember this? Some wazuans had even suggested the ratios! 
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Rank: Elder Joined: 6/23/2009 Posts: 13,557 Location: nairobi
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VituVingiSana wrote:dunkang wrote:Aguytrying wrote:dunkang wrote:Donwnload it hereTurnover up 6p.c to 30.5B from 28.8B PBT up to 4.75B from 4.48B PAT up to 3.27B from 3.09B EPS up to 32.71 from 30.98 Dividend up to 32.5 from 30.5 Question. Now that all the profits are paid out as dividends. Where do they acquire cash for other needs. And is this A wise model? BAT is used to giving out almost everything. Its a mature firm with no need to expand just like BBK and Stanchart. Remember BAT has branches everywhere so its confined to Kenya. Actually, BBK & SCBK are (almost) in the same boat. The expansion (needs) in Kenya have matured. Bralirwa in Rwanda also has a 100% dividend payout ratio from its profits hence its never ending rise in share price..
COOP 70,000 ABP 15.20; HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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obiero wrote:VituVingiSana wrote:dunkang wrote:Aguytrying wrote:dunkang wrote:Donwnload it hereTurnover up 6p.c to 30.5B from 28.8B PBT up to 4.75B from 4.48B PAT up to 3.27B from 3.09B EPS up to 32.71 from 30.98 Dividend up to 32.5 from 30.5 Question. Now that all the profits are paid out as dividends. Where do they acquire cash for other needs. And is this A wise model? BAT is used to giving out almost everything. Its a mature firm with no need to expand just like BBK and Stanchart. Remember BAT has branches everywhere so its confined to Kenya. Actually, BBK & SCBK are (almost) in the same boat. The expansion (needs) in Kenya have matured. Bralirwa in Rwanda also has a 100% dividend payout ratio from its profits hence its never ending rise in share price.. Safcom is also geographically limited, so +90p.c payout in the near future, or? Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
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dunkang wrote:obiero wrote:VituVingiSana wrote:dunkang wrote:Aguytrying wrote:dunkang wrote:Donwnload it hereTurnover up 6p.c to 30.5B from 28.8B PBT up to 4.75B from 4.48B PAT up to 3.27B from 3.09B EPS up to 32.71 from 30.98 Dividend up to 32.5 from 30.5 Question. Now that all the profits are paid out as dividends. Where do they acquire cash for other needs. And is this A wise model? BAT is used to giving out almost everything. Its a mature firm with no need to expand just like BBK and Stanchart. Remember BAT has branches everywhere so its confined to Kenya. Actually, BBK & SCBK are (almost) in the same boat. The expansion (needs) in Kenya have matured. Bralirwa in Rwanda also has a 100% dividend payout ratio from its profits hence its never ending rise in share price.. Safcom is also geographically limited, so +90p.c payout in the near future, or? No, they need to invest in upgrading the network to handle more data. They are far more mature coz Kenya is 'under-served' as far as telcoms/data is concerned. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/23/2009 Posts: 1,626
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VituVingiSana wrote:dunkang wrote:obiero wrote:VituVingiSana wrote:dunkang wrote:Aguytrying wrote:dunkang wrote:Donwnload it hereTurnover up 6p.c to 30.5B from 28.8B PBT up to 4.75B from 4.48B PAT up to 3.27B from 3.09B EPS up to 32.71 from 30.98 Dividend up to 32.5 from 30.5 Question. Now that all the profits are paid out as dividends. Where do they acquire cash for other needs. And is this A wise model? BAT is used to giving out almost everything. Its a mature firm with no need to expand just like BBK and Stanchart. Remember BAT has branches everywhere so its confined to Kenya. Actually, BBK & SCBK are (almost) in the same boat. The expansion (needs) in Kenya have matured. Bralirwa in Rwanda also has a 100% dividend payout ratio from its profits hence its never ending rise in share price.. Safcom is also geographically limited, so +90p.c payout in the near future, or? No, they need to invest in upgrading the network to handle more data. They are far more mature coz Kenya is 'under-served' as far as telcoms/data is concerned. I second that. Uncertainty is certain.Let go
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Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
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ChessMaster wrote:VituVingiSana wrote:dunkang wrote:obiero wrote:VituVingiSana wrote:dunkang wrote:Aguytrying wrote:dunkang wrote:Donwnload it hereTurnover up 6p.c to 30.5B from 28.8B PBT up to 4.75B from 4.48B PAT up to 3.27B from 3.09B EPS up to 32.71 from 30.98 Dividend up to 32.5 from 30.5 Question. Now that all the profits are paid out as dividends. Where do they acquire cash for other needs. And is this A wise model? BAT is used to giving out almost everything. Its a mature firm with no need to expand just like BBK and Stanchart. Remember BAT has branches everywhere so its confined to Kenya. Actually, BBK & SCBK are (almost) in the same boat. The expansion (needs) in Kenya have matured. Bralirwa in Rwanda also has a 100% dividend payout ratio from its profits hence its never ending rise in share price.. Safcom is also geographically limited, so +90p.c payout in the near future, or? No, they need to invest in upgrading the network to handle more data. They are far more mature coz Kenya is 'under-served' as far as telcoms/data is concerned. I second that. Oops! I meant Safaricom is NOT as 'mature' in an 'immature' market therefore re-investment is required. Safcom has a 5-year project to build a fibre network around Nairobi. Furthermore, they need to invest in more 3G base stations as well as prepare for LTE. Data is where it is at! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 3/19/2013 Posts: 2,552
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