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Equity Bank Q1 2014 results
Sufficiently Philanga....thropic
#111 Posted : Tuesday, June 10, 2014 4:13:07 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
Aguytrying wrote:
Sufficiently Philanga....thropic wrote:
When you see Simba reclaim the KES.50 MPS, then you know that member is right behind.
By end July, the story will be quite different.

different good or bad?

Tables will turn,hunter will become the hunted.
I'm sure you've received a safaricom 'masaa ya SMS' text from safari. It must be countering something.
@SufficientlyP
VituVingiSana
#112 Posted : Tuesday, June 10, 2014 7:24:54 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
All I can say is:

https://www.youtube.com/...Sxv-sUYtM&feature=kp
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Aguytrying
#113 Posted : Tuesday, June 10, 2014 9:35:49 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
[quote=VituVingiSana]All I can say is:

https://www.youtube.com/...xv-sUYtM&feature=kp[/quote]

I've never pictured you as a bank and esp as a +2.5 P/B person. enjoy
The investor's chief problem - and even his worst enemy - is likely to be himself
VituVingiSana
#114 Posted : Tuesday, June 10, 2014 11:09:11 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
Aguytrying wrote:
[quote=VituVingiSana]All I can say is:

https://www.youtube.com/...xv-sUYtM&feature=kp[/quote]

I've never pictured you as a bank and esp as a +2.5 P/B person. enjoy
I invest where I think there is value. And I was lucky to listen to JM when he was explaining [not much detail at the time] MVNO & that they are very confident... That's when I bought [coincided with a dip in the price]... Of course, I will re-evaluate it when it hits 50. In the meantime, I am dancing to the beat ;-)
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Aguytrying
#115 Posted : Wednesday, June 11, 2014 4:53:46 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
Aguytrying wrote:
[quote=VituVingiSana]All I can say is:

https://www.youtube.com/...xv-sUYtM&feature=kp[/quote]

I've never pictured you as a bank and esp as a +2.5 P/B person. enjoy
I invest where I think there is value. And I was lucky to listen to JM when he was explaining [not much detail at the time] MVNO & that they are very confident... That's when I bought [coincided with a dip in the price]... Of course, I will re-evaluate it when it hits 50. In the meantime, I am dancing to the beat ;-)


nice. I rank this as a blue chip close to eabl and safaricom, I have no doubt it'll the most profitable kenyan bank in the near future
The investor's chief problem - and even his worst enemy - is likely to be himself
innovator
#116 Posted : Wednesday, June 11, 2014 6:02:21 PM
Rank: Member

Joined: 7/24/2010
Posts: 239
Location: nairobi
Aguytrying wrote:
VituVingiSana wrote:
Aguytrying wrote:
[quote=VituVingiSana]All I can say is:

https://www.youtube.com/...xv-sUYtM&feature=kp[/quote]

I've never pictured you as a bank and esp as a +2.5 P/B person. enjoy
I invest where I think there is value. And I was lucky to listen to JM when he was explaining [not much detail at the time] MVNO & that they are very confident... That's when I bought [coincided with a dip in the price]... Of course, I will re-evaluate it when it hits 50. In the meantime, I am dancing to the beat ;-)


nice. I rank this as a blue chip close to eabl and safaricom, I have no doubt it'll the most profitable kenyan bank in the near future



The MVNO legal hurdle could give an entry point. This will not stop the bank from implementing the vision.
VituVingiSana
#117 Posted : Wednesday, June 11, 2014 7:52:11 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
innovator wrote:
Aguytrying wrote:
VituVingiSana wrote:
Aguytrying wrote:
[quote=VituVingiSana]All I can say is:

https://www.youtube.com/...xv-sUYtM&feature=kp[/quote]

I've never pictured you as a bank and esp as a +2.5 P/B person. enjoy
I invest where I think there is value. And I was lucky to listen to JM when he was explaining [not much detail at the time] MVNO & that they are very confident... That's when I bought [coincided with a dip in the price]... Of course, I will re-evaluate it when it hits 50. In the meantime, I am dancing to the beat ;-)


nice. I rank this as a blue chip close to eabl and safaricom, I have no doubt it'll the most profitable kenyan bank in the near future


The MVNO legal hurdle could give an entry point. This will not stop the bank from implementing the vision.

COFEK is just blowing hot air probably on the account of The Green Monster. Equity still needs some time to get its ducks in a row so a slight delay will not matter. Equity Money is going to happen but what may be a concern is any delay gives time for Safaricom to counter the 'threat' and that includes buying out a bank. I wonder if the Kenyattas would be open to selling CBA to Safaricom?

And there are 43 banks so nothing stops Safaricom from buying one of the smaller banks and installing the required servers & platform to handle M-Shwari.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
whiteowl
#118 Posted : Wednesday, June 11, 2014 11:49:11 PM
Rank: Veteran

Joined: 4/16/2014
Posts: 1,420
Location: Bohemian Grove
VituVingiSana wrote:
innovator wrote:
Aguytrying wrote:
VituVingiSana wrote:
Aguytrying wrote:
[quote=VituVingiSana]All I can say is:

https://www.youtube.com/...xv-sUYtM&feature=kp[/quote]

I've never pictured you as a bank and esp as a +2.5 P/B person. enjoy
I invest where I think there is value. And I was lucky to listen to JM when he was explaining [not much detail at the time] MVNO & that they are very confident... That's when I bought [coincided with a dip in the price]... Of course, I will re-evaluate it when it hits 50. In the meantime, I am dancing to the beat ;-)


nice. I rank this as a blue chip close to eabl and safaricom, I have no doubt it'll the most profitable kenyan bank in the near future


The MVNO legal hurdle could give an entry point. This will not stop the bank from implementing the vision.

COFEK is just blowing hot air probably on the account of The Green Monster. Equity still needs some time to get its ducks in a row so a slight delay will not matter. Equity Money is going to happen but what may be a concern is any delay gives time for Safaricom to counter the 'threat' and that includes buying out a bank. I wonder if the Kenyattas would be open to selling CBA to Safaricom?

And there are 43 banks so nothing stops Safaricom from buying one of the smaller banks and installing the required servers & platform to handle M-Shwari.

activists n lobby groups have been on a spree of getting court injunctions against anything n everything.If equity was a gava bank, this could have stalled for atleast 6 months. This is just hot air n MVNO launch will go ahead. Other banks will soon follow suit coz mobile is the way to go
guru267
#119 Posted : Thursday, June 12, 2014 3:21:32 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:

I invest where I think there is value.

And I was lucky to listen to JM when he was explaining [not much detail at the time]

That's when I bought



@VVS is this how you usually search for value?

Hardly a style Warren Buffet would approve of! Sad
Mark 12:29
Deuteronomy 4:16
bird_man
#120 Posted : Thursday, June 12, 2014 6:40:01 AM
Rank: Veteran

Joined: 11/2/2006
Posts: 1,206
Location: Nairobi
VituVingiSana wrote:
innovator wrote:
Aguytrying wrote:
VituVingiSana wrote:
Aguytrying wrote:
[quote=VituVingiSana]All I can say is:

https://www.youtube.com/...xv-sUYtM&feature=kp[/quote]

I've never pictured you as a bank and esp as a +2.5 P/B person. enjoy
I invest where I think there is value. And I was lucky to listen to JM when he was explaining [not much detail at the time] MVNO & that they are very confident... That's when I bought [coincided with a dip in the price]... Of course, I will re-evaluate it when it hits 50. In the meantime, I am dancing to the beat ;-)


nice. I rank this as a blue chip close to eabl and safaricom, I have no doubt it'll the most profitable kenyan bank in the near future


The MVNO legal hurdle could give an entry point. This will not stop the bank from implementing the vision.

COFEK is just blowing hot air probably on the account of The Green Monster. Equity still needs some time to get its ducks in a row so a slight delay will not matter. Equity Money is going to happen but what may be a concern is any delay gives time for Safaricom to counter the 'threat' and that includes buying out a bank. I wonder if the Kenyattas would be open to selling CBA to Safaricom?

And there are 43 banks so nothing stops Safaricom from buying one of the smaller banks and installing the required servers & platform to handle M-Shwari.

@VVS....Is Safaricom allowed to buy out a bank?And are they ready to handle the headache that comes with running a bank?I guess they are more comfortable running mpesa kiosks & perhaps giving CBA a tiny fraction of the mpesa/mshwari commissions gained.
Formally employed people often live their employers' dream & forget about their own.
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