Wazua
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KCB FY 2015 PBT +12% and PAT +16%
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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VituVingiSana wrote:murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? South Sudan devalued its currency by 84 percent in Q4 "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: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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murchr wrote:VituVingiSana wrote:murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? South Sudan devalued its currency by 84 percent in Q4 Are you serious? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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VituVingiSana wrote:murchr wrote:VituVingiSana wrote:murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? South Sudan devalued its currency by 84 percent in Q4 Are you serious? About what? "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: Elder Joined: 2/26/2012 Posts: 15,980
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"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: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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murchr wrote:VituVingiSana wrote:murchr wrote:VituVingiSana wrote:murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? South Sudan devalued its currency by 84 percent in Q4 Are you serious? About what? One has to wonder how @vvs invests without macro knowledge
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 12/11/2006 Posts: 884
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kcb hints at buying stakes in Baclays www.standardmedia.co.ke/...buying-stake-in-barclays“Invest in yourself. Your career is the engine of your wealth.”
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Rank: New-farer Joined: 8/29/2010 Posts: 11
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murchr wrote:VituVingiSana wrote:murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? South Sudan devalued its currency by 84 percent in Q4 How do people arrive at this 84% devaluation figure? I thought the currency moved from 3.16 to 18 therefore the devaluation being >400% Anyway, from Q4, the currency has lost value by 122% to the dollar. Business there will be very tricky and I expect major reorganisations in order to survive.
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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obiero wrote:murchr wrote:VituVingiSana wrote:murchr wrote:VituVingiSana wrote:murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? South Sudan devalued its currency by 84 percent in Q4 Are you serious? About what? One has to wonder how @vvs invests without macro knowledge Kizungu ilikuja na meli. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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obiero wrote:murchr wrote:VituVingiSana wrote:murchr wrote:VituVingiSana wrote:murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? South Sudan devalued its currency by 84 percent in Q4 Are you serious? About what? Are you serious that you think @sang252 didn't take into account the devaluation?
The question @Sang252 posed, if you tried to understand it wasn't about the impairment but its accounting treatment.One has to wonder how @vvs invests without macro knowledge @Obiero - Is Alex no longer whispering sweet nothings in your ears? And no, as you have so ably demonstrated over & over again you are much smarter than me. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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i will not be surprised to hear a kcb rights when the stock market recovers "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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@vvs is an activist which explains his lack of business acumen, thinks he can preach his holdings to success. We understand that KK needs/lacks a USD stream, Jet A1. Holla. Or, @vvs is the type of senior that has informed the CIO with data sets that LHR is better sold to tourists. That came out clear, business doesn't sustain that route. Furthermore, this is the wrong thread to perpetuate what has become fashionable. Contravention of natural justice, now one is guilty until proven innocent. Is it that those @vvs vehemently pursues can't afford gag orders or they have nothing to hide? @Maka would tell us but you know, he shouldn't. If he applied for this JOB he'd fail miserably. That sang fella hasn't been handed a pink slip yet? The very bank he works for has substantial exposure to SS. Oh, he is in IB. The more reason!
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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Cde Monomotapa wrote:@vvs is an activist which explains his lack of business acumen, thinks he can preach his holdings to success. We understand that KK needs/lacks a USD stream, Jet A1. Holla.  Business acumen like KQ? Pass. Or, @vvs is the type of senior that has informed the CIO with data sets that LHR is better sold to tourists. That came out clear, business doesn't sustain that route. The brilliant CFO who lost 80bn in 4 years? Pass. Furthermore, this is the wrong thread to perpetuate what has become fashionable. Contravention of natural justice, now one is guilty until proven innocent. Is it that those @vvs vehemently pursues can't afford gag orders or they have nothing to hide? I share my observations. The rest is up to you. KQ vs KK. We know where the chips have fallen since 2012 when both made their first significant loss. Request: Can someone please post a myStocks graph from Jan 2012 that compares KQ to KK? I have KK +9% (excludes dividends) vs KQ -78% (excludes dividends) @Maka would tell us but you know, he shouldn't. If he applied for this JOB he'd fail miserably. That sang fella hasn't been handed a pink slip yet? The very bank he works for has substantial exposure to SS. Oh, he is in IB. The more reason! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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VituVingiSana wrote:Cde Monomotapa wrote:@vvs is an activist which explains his lack of business acumen, thinks he can preach his holdings to success. We understand that KK needs/lacks a USD stream, Jet A1. Holla. Business acumen like KQ? Pass. Or, @vvs is the type of senior that has informed the CIO with data sets that LHR is better sold to tourists. That came out clear, business doesn't sustain that route. The brilliant CFO who lost 80bn in 4 years? Pass. Furthermore, this is the wrong thread to perpetuate what has become fashionable. Contravention of natural justice, now one is guilty until proven innocent. Is it that those @vvs vehemently pursues can't afford gag orders or they have nothing to hide? I share my observations. The rest is up to you. KQ vs KK. We know where the chips have fallen since 2012 when both made their first significant loss. Request: Can someone please post a myStocks graph from Jan 2012 that compares KQ to KK? I have KK +9% (excludes dividends) vs KQ -78% (excludes dividends) @Maka would tell us but you know, he shouldn't. If he applied for this JOB he'd fail miserably. That sang fella hasn't been handed a pink slip yet? The very bank he works for has substantial exposure to SS. Oh, he is in IB. The more reason! Oracle. 360 Visibility 
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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VituVingiSana wrote:obiero wrote:murchr wrote:VituVingiSana wrote:murchr wrote:VituVingiSana wrote:murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? South Sudan devalued its currency by 84 percent in Q4 Are you serious? About what? Are you serious that you think @sang252 didn't take into account the devaluation?
The question @Sang252 posed, if you tried to understand it wasn't about the impairment but its accounting treatment.One has to wonder how @vvs invests without macro knowledge @Obiero - Is Alex no longer whispering sweet nothings in your ears? And no, as you have so ably demonstrated over & over again you are much smarter than me. VVS even if you go back to Sunils posts he backtracks his earlier statement saying the results dont look so good.... As for the 84% valuation,....that was then Q4..the devaluation is ongoing "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: Elder Joined: 2/26/2012 Posts: 15,980
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"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: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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murchr wrote:VituVingiSana wrote:obiero wrote:murchr wrote:VituVingiSana wrote:murchr wrote:VituVingiSana wrote:murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? South Sudan devalued its currency by 84 percent in Q4 Are you serious? About what? Are you serious that you think @sang252 didn't take into account the devaluation?
The question @Sang252 posed, if you tried to understand it wasn't about the impairment but its accounting treatment.One has to wonder how @vvs invests without macro knowledge @Obiero - Is Alex no longer whispering sweet nothings in your ears? And no, as you have so ably demonstrated over & over again you are much smarter than me. VVS even if you go back to Sunils posts he backtracks his earlier statement saying the results dont look so good.... As for the 84% valuation,....that was then Q4..the devaluation is ongoing When did @sang252 backtrack on his earlier statement? Post them for us to see. Facts. Please. Facts. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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VituVingiSana wrote:murchr wrote:VituVingiSana wrote:obiero wrote:murchr wrote:VituVingiSana wrote:murchr wrote:VituVingiSana wrote:murchr wrote:kizee1 wrote:VituVingiSana wrote:Something is not kosher according to @sang252 and you know he asks questions on matters others do not even know exist. I can't "picture" his tweet.
1) Why are all the SS translation losses of 6.1bn going below the line? [Permanent impairment]
2) SS showed a profit for 1Q 2Q 3Q. Have these profits [which were really profits with the devaluation] been reversed in 4Q? SSP the SS currency was heavily devalued(from 3.06 to +18 to the USD) in Q4,.. translation of the SS balance sheet would explain said impairment I expected Sunil to have been more aware of that, business in SS will be tricky till those 2 leaders are dethroned Aware of what? South Sudan devalued its currency by 84 percent in Q4 Are you serious? About what? Are you serious that you think @sang252 didn't take into account the devaluation?
The question @Sang252 posed, if you tried to understand it wasn't about the impairment but its accounting treatment.One has to wonder how @vvs invests without macro knowledge @Obiero - Is Alex no longer whispering sweet nothings in your ears? And no, as you have so ably demonstrated over & over again you are much smarter than me. VVS even if you go back to Sunils posts he backtracks his earlier statement saying the results dont look so good.... As for the 84% valuation,....that was then Q4..the devaluation is ongoing When did @sang252 backtrack on his earlier statement? Post them for us to see. Facts. Please. Facts. Sit tight and wait for it "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: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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Roaring demand, iko nini??the bull will never return selectively but for all. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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Lions zimetoka national park to enjoy the easter holiday Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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KCB FY 2015 PBT +12% and PAT +16%
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