wazua Wed, Mar 18, 2026
Welcome Guest Search | Active Topics | Log In

7 Pages<12345>»
Safaricom results-what's your take?
Options
Previous Topic · Next Topic
McReggae
#31 Posted : Wednesday, November 12, 2008 6:44:00 AM
Rank: Elder

Joined: 6/17/2008
Posts: 23,365
Location: Nairobi
Am I surprised???.....NO!!!!

Make money.....then you will enjoy all the fine things in life!!!
..."Wewe ni mtu mdogo sana....na mwenye amekuandika pia ni mtu mdogo sana!".
Back to top
  |
jammo
#32 Posted : Wednesday, November 12, 2008 6:50:00 AM
Rank: Member

Joined: 2/12/2008
Posts: 345
But still... They'v peaked don't u think? 50% increase in subscribers who brought totally no benefit? Otherwise..payin sh4 for it is fogothari. Do not recommend as buy...especially befor year ends.

' I have heard of You,o Lord. Now mine eyes have seen thee!! Baal-Perazim.. The Lord of the Breakthrough!!'
Back to top
  |
Njunge
#33 Posted : Wednesday, November 12, 2008 6:58:00 AM
Rank: Elder

Joined: 2/7/2007
Posts: 11,935
Location: Nairobi
I won't read the statement yet coz i know it is likely to end up with something like.......recommended final devidend pay out......a tenth of Ndururu......arhg...!!
Nothing great was ever achieved without enthusiasm.
Back to top
  |
McReggae
#34 Posted : Wednesday, November 12, 2008 6:59:00 AM
Rank: Elder

Joined: 6/17/2008
Posts: 23,365
Location: Nairobi
@kularaha,with the calling rates down you expect amount spent by an individual on calling to go down and the have explained as such,read the link below

http://safaricom.co.ke/f...als/Press%20Release.pdf



All those zain call that used to come to me when they launched vuka are no longer coming.....wonder what has changed!!!


Make money.....then you will enjoy all the fine things in life!!!
..."Wewe ni mtu mdogo sana....na mwenye amekuandika pia ni mtu mdogo sana!".
Back to top
  |
KulaRaha
#35 Posted : Wednesday, November 12, 2008 7:02:00 AM
Rank: Elder

Joined: 7/26/2007
Posts: 6,514
I think Safcom's woes have just started,interconnectivity agreement coming up soon for review ( currently at 4.something bob,that will drop hard).

Further,number migration will be supported by 3 of 4 operators ( ie you can move to zain with your 0722 prefix intact,like India).

I hear Econet's opening shot will be 4k a month,unlimited calls across all networks,postpaid/prepaid,you choose.

We were sold Safcom at its height my friend,its good to accept the truth!


Business opportunities are like buses,there's always another one coming
Business opportunities are like buses,there's always another one coming
Back to top
  |
novestor
#36 Posted : Wednesday, November 12, 2008 7:11:00 AM
Rank: Member

Joined: 9/4/2008
Posts: 48
Now that the dividend is 2billion(5cents) should we expect another 5 cents come march or more,i think that's the issue emerging for the dumpers,they can't believe 5cents!!!,let's wait and see

Learn something new everyday
Learn Something New Every Day!
Back to top
  |
platinum
#37 Posted : Wednesday, November 12, 2008 7:16:00 AM
Rank: Member

Joined: 8/4/2008
Posts: 2
With news of the impending announcement the share goes ahead and drops this morning from 4.30 to 4bob. What's going on? Why not rise? I'ld imagine shareholders would first want to kula the dividends,whatever the amount, before selling.
Back to top
  |
jammo
#38 Posted : Wednesday, November 12, 2008 7:18:00 AM
Rank: Member

Joined: 2/12/2008
Posts: 345
Today feels like a good day! What? Its not everyday u r right u kno! Guess what it means for all counters releasin results?..the shareholder of today is one mean shrewd n ruthless person! Word is on the wall loud and clear to all ceos n mds. Adan mohamed won't be so lucky.

' I have heard of You,o Lord. Now mine eyes have seen thee!! Baal-Perazim.. The Lord of the Breakthrough!!'
Back to top
  |
kingfisher
#39 Posted : Wednesday, November 12, 2008 7:19:00 AM
Rank: Elder

Joined: 4/9/2008
Posts: 2,824
@njung'e.....usisome.....page 8 says 'The Directors do not approve the payment of an interim dividend'

hii ni kamengu (go-cart) trying to conquer NITHI uphill!!!! haiwezi kamwe.....bure kabisa

If you have money that you expect to start using in five years,it does not belong in stocks.
When I have money, I get rid of it quickly, lest it find a way into my heart.
Back to top
  |
VituVingiSana
#40 Posted : Wednesday, November 12, 2008 7:43:00 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,342
Location: Nairobi
Puhleeze...

1) Vuka was introduced juzi juzi... so the effect of vukaing has not hit safcon in 1H. it will hurt them in 2H.

2) Safcon was forced to match Orange & Zain (reduced rates) in 2H. Yes,there will be an increase in minutes called BUT lower revenue.

3) Safcon will benefit from data usage as subscribers grow.

4) M-Pesa is a con. It is owned by Vodafone (UK) and safcon gets a pittance.

5) Reduction of 10/- to 4/- for post-paid will hurt a lot as these are heavy users.

Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
Mali
#41 Posted : Wednesday, November 12, 2008 7:53:00 AM
Rank: Member

Joined: 7/3/2008
Posts: 238
50% increase in sub base... good thing.. then profit by 2%? I know you are all asking... But what about ONE COMM acquisition? 10yrs from today.. good returns..

wish is yesterday,hope is tomorrow.. today we make or break!
Back to top
  |
miser
#42 Posted : Wednesday, November 12, 2008 8:14:00 AM
Rank: Member

Joined: 7/7/2008
Posts: 124
See!Told you so:nothing and the profit looks like a dividend of less than ndururu(five cents).But I flunked maths...could be wrong!!!
Back to top
  |
McReggae
#43 Posted : Wednesday, November 12, 2008 8:20:00 AM
Rank: Elder

Joined: 6/17/2008
Posts: 23,365
Location: Nairobi
@vituvingisana...read the report,it says 98% of mobile users are prepaid customers. Post paid customers are heavy users but they form a very tiny percentage of mobile phone users!!!!

Make money.....then you will enjoy all the fine things in life!!!
..."Wewe ni mtu mdogo sana....na mwenye amekuandika pia ni mtu mdogo sana!".
Back to top
  |
gkchege
#44 Posted : Wednesday, November 12, 2008 8:24:00 AM
Rank: Member

Joined: 9/19/2006
Posts: 17
Guys,mmesikia tena na tena kwa muda mrefu sana - hii share ni ya 2bob,max 2.50 each. Wale wanazo sasa,jiulize,pple expected safcon to make 40B end year or what? For now,down it goes -12.5% so far...
Back to top
  |
jammo
#45 Posted : Wednesday, November 12, 2008 8:56:00 AM
Rank: Member

Joined: 2/12/2008
Posts: 345
Okay okay... This horse is dead. We don't need flog it any more. Haisaidii. Someone post somethin new. Hopefully on stocks!! Safcom has peaked for this time..watch out for new trend...when to get in. Regardless of co performance there's a bottom for this counter..about sh3 and a high of sh4.80....so just plan ur way round that. Please note...n note wisely....for fundamentalists!...its still gud buy for long term. I remember SIB n d&b projection of it settlin between 12-15...so did Aly Khan. Most others where busy scramblin for client to bother post analysis... Same fundamentals still play..if it was a buy at 8...how much more at 3bob...or lower... At this point its not about fundamentals..its about timing. When to buy..and how. At once or spread buy. Happy investing.

' I have heard of You,o Lord. Now mine eyes have seen thee!! Baal-Perazim.. The Lord of the Breakthrough!!'
Back to top
  |
7 Pages<12345>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.