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Safaricom Investment Cooperative
enyands
#301 Posted : Saturday, January 30, 2016 10:19:07 AM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
BGL wrote:
Pirate wrote:
Any projections for this years performance ? Last year they did 27%


25%


Any reason for the drop
Pirate
#302 Posted : Monday, February 01, 2016 3:51:32 PM
Rank: Member

Joined: 4/4/2007
Posts: 91
enyands wrote:
BGL wrote:
Pirate wrote:
Any projections for this years performance ? Last year they did 27%


25%


Any reason for the drop


On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% .

Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns
Knowledge is power , but action gets things done ...
enyands
#303 Posted : Monday, February 01, 2016 5:22:57 PM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
Pirate wrote:
enyands wrote:
BGL wrote:
Pirate wrote:
Any projections for this years performance ? Last year they did 27%


25%


Any reason for the drop


On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% .

Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns



Thanks. Makes lot of sense. So share capital ikiendelea kuongezeka at that rate we should expect more dilution of profit next year?
murchr
#304 Posted : Monday, February 01, 2016 5:32:24 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Pirate wrote:
enyands wrote:
BGL wrote:
Pirate wrote:
Any projections for this years performance ? Last year they did 27%


25%


Any reason for the drop


On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% .

Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns


Do they have a target?
"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
.
Pirate
#305 Posted : Tuesday, February 02, 2016 7:29:20 AM
Rank: Member

Joined: 4/4/2007
Posts: 91
murchr wrote:
Pirate wrote:
enyands wrote:
BGL wrote:
Pirate wrote:
Any projections for this years performance ? Last year they did 27%


25%


Any reason for the drop


On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% .

Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns


Do they have a target?


Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM.
Knowledge is power , but action gets things done ...
murchr
#306 Posted : Tuesday, February 02, 2016 6:10:18 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Pirate wrote:
murchr wrote:
Pirate wrote:
enyands wrote:
BGL wrote:
Pirate wrote:
Any projections for this years performance ? Last year they did 27%


25%


Any reason for the drop


On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% .

Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns


Do they have a target?


Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM.



Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move Applause Applause
"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
.
enyands
#307 Posted : Tuesday, February 02, 2016 7:24:07 PM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
murchr wrote:
Pirate wrote:
murchr wrote:
Pirate wrote:
enyands wrote:
BGL wrote:
Pirate wrote:
Any projections for this years performance ? Last year they did 27%


25%


Any reason for the drop


On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% .

Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns


Do they have a target?


Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM.



Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move Applause Applause


I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed .
Pirate
#308 Posted : Wednesday, February 03, 2016 9:40:24 AM
Rank: Member

Joined: 4/4/2007
Posts: 91
enyands wrote:
murchr wrote:
Pirate wrote:
murchr wrote:
Pirate wrote:
enyands wrote:
BGL wrote:
Pirate wrote:
Any projections for this years performance ? Last year they did 27%


25%


Any reason for the drop


On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% .

Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns


Do they have a target?


Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM.



Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move Applause Applause


I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed .


I would like to indulge your thoughts on the following analysis:
Current Share Capital : 1.28B
Proposed Rebates : 322Mil
Split btw Cash/Ploughback div - 30/70 ( Assumption)
Ploughed back div : 225Mil (converted into shares)
New share capital post AGM 1.28+0.22= 1.5B !

So my questions are:
1. Whats the likely scenario if they shares are locked
2. Share price post AGM will be 420 ( 25% revision upwards as per last AGM resolution). Is it preferable to let demand and supply regulate the price or should it remain fixed ?


Knowledge is power , but action gets things done ...
enyands
#309 Posted : Wednesday, February 03, 2016 10:54:31 AM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
Pirate wrote:
enyands wrote:
murchr wrote:
Pirate wrote:
murchr wrote:
Pirate wrote:
enyands wrote:
BGL wrote:
Pirate wrote:
Any projections for this years performance ? Last year they did 27%


25%


Any reason for the drop


On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% .

Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns


Do they have a target?


Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM.



Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move Applause Applause


I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed .


I would like to indulge your thoughts on the following analysis:
Current Share Capital : 1.28B
Proposed Rebates : 322Mil
Split btw Cash/Ploughback div - 30/70 ( Assumption)
Ploughed back div : 225Mil (converted into shares)
New share capital post AGM 1.28+0.22= 1.5B !

So my questions are:
1. Whats the likely scenario if they shares are locked
2. Share price post AGM will be 420 ( 25% revision upwards as per last AGM resolution). Is it preferable to let demand and supply regulate the price or should it remain fixed ?




@murchr I find these questions technical. What do you feel about them?For me I'll prefer a locked price but there should be a limit coz if they don't it will be a free fall
murchr
#310 Posted : Tuesday, February 09, 2016 8:32:39 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Pirate wrote:
enyands wrote:
murchr wrote:
Pirate wrote:
murchr wrote:
Pirate wrote:
enyands wrote:
BGL wrote:
Pirate wrote:
Any projections for this years performance ? Last year they did 27%


25%


Any reason for the drop


On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% .

Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns


Do they have a target?


Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM.



Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move Applause Applause


I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed .


I would like to indulge your thoughts on the following analysis:
Current Share Capital : 1.28B
Proposed Rebates : 322Mil
Split btw Cash/Ploughback div - 30/70 ( Assumption)
Ploughed back div : 225Mil (converted into shares)
New share capital post AGM 1.28+0.22= 1.5B !

So my questions are:
1. Whats the likely scenario if they shares are locked
2. Share price post AGM will be 420 ( 25% revision upwards as per last AGM resolution). Is it preferable to let demand and supply regulate the price or should it remain fixed ?




My thoughts

1. They will increase the share capital to 2B

2. They will keep as is. No stakeholder will want their wealth eroded. But it would have been interesting if the price was regulated by supply and demand esp now that you say longevity matters on the secondary market.


ION AGM this Sat, who is going?
"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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