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Safaricom HY2013 Profit before tax up 113%
Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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Muheani wrote:Are we possibly going to see 7/= soon? Yes we will. On or before 15th May! Liking the slow rise in price. Vols at 30m so far!! @SufficientlyP
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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BIDS 12.15M
Quantity Price Splits Time
2.53M 6.45 9 13:47:15
2.82M 6.40 7 13:47:15
46,900 6.35 5 13:47:15
65,000 6.30 6 13:47:15
34,200 6.25 3 13:47:15
ASKS 476,700
Quantity Price Splits Time
410,800 6.50 2 13:47:15
30,000 6.60 1 13:47:15
20,000 6.65 1 13:47:15
900 6.80 1 13:47:15
15,000 6.95 1 13:47:15
TRADES
Quantity Price Time
1.42M 6.50 13:47:10
375,300 6.50 13:47:10
972,800 6.50 13:47:10
1,300 6.45 13:46:44
750,800 6.50 13:46:12
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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6.60 has traded (intraday high) and now 2013 high. Next week will confirm if the 6.50 resistance will be dismissed. I'm still perplexed by this lofty price. Mr market is going higher disconnecting from the fundies... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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hisah wrote:2012 guidelines upgraded for revenues, EBITDA as well as CAPEX.
Strong Mpesa, EBITDA growth as well as free cashflow.
Most likely if H2 is as H1 2012, EPS will print 0.40 which means dividend can be maintained at 22cts or hike to 25cts.
Good recovery from the bruising price war. @hisah. Still on course? I believe! The opposite of courage is not cowardice, it's conformity.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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jerry wrote:hisah wrote:2012 guidelines upgraded for revenues, EBITDA as well as CAPEX.
Strong Mpesa, EBITDA growth as well as free cashflow.
Most likely if H2 is as H1 2012, EPS will print 0.40 which means dividend can be maintained at 22cts or hike to 25cts.
Good recovery from the bruising price war. @hisah. Still on course? I believe! Very likely from mr market's behaviour...$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Safcom is aggresively laying fibre optic around ngong road. N they are working fast! The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 3/19/2013 Posts: 2,552
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hisah wrote:6.60 has traded (intraday high) and now 2013 high. Next week will confirm if the 6.50 resistance will be dismissed. I'm still perplexed by this lofty price. Mr market is going higher disconnecting from the fundies... We also have to consider fundies are also about future expectations which are subjective.Personally I've never wanted to touch this counter but its gaining traction in my long-term portfolio.
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Rank: Chief Joined: 1/3/2007 Posts: 18,126 Location: Nairobi
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Aguytrying wrote:Safcom is aggresively laying fibre optic around ngong road. N they are working fast! Yes. I saw that. And not just along Ngong Rd but also the side roads like Ole Odume, etc 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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Safaricom enters my longterm portfolio.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Safaricom SMS sales overtake rival voice units - http://www.businessdaily...l/-/bxu30x/-/index.html
The elephant's sms sales are more than its rivals voice revenues for a certain quarter! I think the results will be quite a shock load...! $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Veteran Joined: 11/20/2009 Posts: 1,402
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Rank: Chief Joined: 1/3/2007 Posts: 18,126 Location: Nairobi
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SMS are far more profitable than voice. SMS costs the carriers peanuts since the data transfer required for an SMS is hardly what a voice minute takes. If carriers had their way, they would move us all to SMS. 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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VituVingiSana wrote: SMS are far more profitable than voice. SMS costs the carriers peanuts since the data transfer required for an SMS is hardly what a voice minute takes. If carriers had their way, they would move us all to SMS. I agree SMS is a goldmine but sadly this wont last.Slowly people have noticed communicating through apps and social media is cheaper although as of now not as reliable as sms.
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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 Having dismissed resistance at 6.50 next objective is 7/- If the results are really good 7.20 - 7.30 may be tested, but I'd sell at that price level without blinking. $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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Bid 10,370,600 @6.60 - Large order this one... $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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hisah wrote:Bid 10,370,600 @6.60 - Large order this one... Loaded out at 6.65. Now counting my money  @SufficientlyP
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Rank: Elder Joined: 3/19/2013 Posts: 2,552
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hisah wrote:Bid 10,370,600 @6.60 - Large order this one... I am a bit disappointed with the volume considering how it started out but I guess its the whole market.
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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symbols wrote:hisah wrote:Bid 10,370,600 @6.60 - Large order this one... I am a bit disappointed with the volume considering how it started out but I guess its the whole market. I will take an interest again when the bids & offers swap places. Now keepin off! @SufficientlyP
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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hisah wrote:hisah wrote:A close above 6 and this elephant flies! I have no idea why the price is this lofty considering its fundies, but mr market wants it there. Unless the PBT comes in at 20B plus with a div hike, at this level it is quite pricey. I can see wanjikus have been selling their powder - http://www.businessdaily.../-/kk3m9kz/-/index.html
StratLink has a TP of 6.95 while MS has 6.45. All project to div hikes all through 2015. 2013 PAT est comes in at 17B - 18B. If achieved EPS will be above 40cts! That's 25% plus EPS growth. I'm eager to see the fiscal report for a better picture.
Tech readings suggest having broken 5.80 and vaulting past 6 solid resistane layers, this elephant is saying 6 plus is the new range!
Heading north...$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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