Wazua
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Nation Media Group full year 2018
Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:Ericsson wrote:Ebenyo wrote:Ericsson wrote:Share price now at ksh.47.15 as at close of Wednesday 10 July 2019.
I see people getting burnt in this counter on it's way down.
I'm among those burnt here;with an ABP of 101. The best way is to average down but I don't have cash now. I don't regret because i strive to maintain a diversified stocks portfolio. NMG should venture into digital tv and take on Multichoice brand of Dstv and startimes. This will be the best way to stay relevant. Do you see them venturing into digital TV? Their biggest revenue earner is the daily print/newspaper. Their TV and radio stations are dead. Multichoice and Star times invest in content research. Whatever you do, please do not average down on this one.. Sell now and redistribute to other more viable counters. I know more about the firm than most of its current management Like you did at I&M about 2 years ago? Since then I&M has given a bonus and increased its dividend. And profits are up huge since 2017. *I am not saying folks should buy NMG but do you really know what you think you know?  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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VituVingiSana wrote:obiero wrote:Ericsson wrote:Ebenyo wrote:Ericsson wrote:Share price now at ksh.47.15 as at close of Wednesday 10 July 2019.
I see people getting burnt in this counter on it's way down.
I'm among those burnt here;with an ABP of 101. The best way is to average down but I don't have cash now. I don't regret because i strive to maintain a diversified stocks portfolio. NMG should venture into digital tv and take on Multichoice brand of Dstv and startimes. This will be the best way to stay relevant. Do you see them venturing into digital TV? Their biggest revenue earner is the daily print/newspaper. Their TV and radio stations are dead. Multichoice and Star times invest in content research. Whatever you do, please do not average down on this one.. Sell now and redistribute to other more viable counters. I know more about the firm than most of its current management Like you did at I&M about 2 years ago? Since then I&M has given a bonus and increased its dividend. And profits are up huge since 2017. *I am not saying folks should buy NMG but do you really know what you think you know? How's ARM? Will it trade again? You are not a deity..
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:Ericsson wrote:Ebenyo wrote:Ericsson wrote:Share price now at ksh.47.15 as at close of Wednesday 10 July 2019.
I see people getting burnt in this counter on it's way down.
I'm among those burnt here;with an ABP of 101. The best way is to average down but I don't have cash now. I don't regret because i strive to maintain a diversified stocks portfolio. NMG should venture into digital tv and take on Multichoice brand of Dstv and startimes. This will be the best way to stay relevant. Do you see them venturing into digital TV? Their biggest revenue earner is the daily print/newspaper. Their TV and radio stations are dead. Multichoice and Star times invest in content research. Whatever you do, please do not average down on this one.. Sell now and redistribute to other more viable counters. I know more about the firm than most of its current management Like you did at I&M about 2 years ago? Since then I&M has given a bonus and increased its dividend. And profits are up huge since 2017. *I am not saying folks should buy NMG but do you really know what you think you know? How's ARM? Will it trade again? You are not a deity.. ARM is dead. Kabisa. It will NOT trade. On the other hand, perhaps (I do NOT know) NMG has a chance to re-invent itself. It does have cash unlike some firms and isn't looking for a bailout. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Ericsson wrote:Ebenyo wrote:Ericsson wrote:Share price now at ksh.47.15 as at close of Wednesday 10 July 2019.
I see people getting burnt in this counter on it's way down.
I'm among those burnt here;with an ABP of 101. The best way is to average down but I don't have cash now. I don't regret because i strive to maintain a diversified stocks portfolio. NMG should venture into digital tv and take on Multichoice brand of Dstv and startimes. This will be the best way to stay relevant. Do you see them venturing into digital TV? Their biggest revenue earner is the daily print/newspaper. Their TV and radio stations are dead. Multichoice and Star times invest in content research. Whatever you do, please do not average down on this one.. Sell now and redistribute to other more viable counters. I know more about the firm than most of its current management Like you did at I&M about 2 years ago? Since then I&M has given a bonus and increased its dividend. And profits are up huge since 2017. *I am not saying folks should buy NMG but do you really know what you think you know? How's ARM? Will it trade again? You are not a deity.. ARM is dead. Kabisa. It will NOT trade. On the other hand, perhaps (I do NOT know) NMG has a chance to re-invent itself. It does have cash unlike some firms and isn't looking for a bailout.  And there were rumours sometimes back that Agakhan wanted to sell his 45% holding in NMG to Mediamaxx owned by kenyatta family. If he will exit,it will give room for the company to be more innovative. Towards the goal of financial freedom
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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Ebenyo wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Ericsson wrote:Ebenyo wrote:Ericsson wrote:Share price now at ksh.47.15 as at close of Wednesday 10 July 2019.
I see people getting burnt in this counter on it's way down.
I'm among those burnt here;with an ABP of 101. The best way is to average down but I don't have cash now. I don't regret because i strive to maintain a diversified stocks portfolio. NMG should venture into digital tv and take on Multichoice brand of Dstv and startimes. This will be the best way to stay relevant. Do you see them venturing into digital TV? Their biggest revenue earner is the daily print/newspaper. Their TV and radio stations are dead. Multichoice and Star times invest in content research. Whatever you do, please do not average down on this one.. Sell now and redistribute to other more viable counters. I know more about the firm than most of its current management Like you did at I&M about 2 years ago? Since then I&M has given a bonus and increased its dividend. And profits are up huge since 2017. *I am not saying folks should buy NMG but do you really know what you think you know? How's ARM? Will it trade again? You are not a deity.. ARM is dead. Kabisa. It will NOT trade. On the other hand, perhaps (I do NOT know) NMG has a chance to re-invent itself. It does have cash unlike some firms and isn't looking for a bailout. And there were rumours sometimes back that Agakhan wanted to sell his 45% holding in NMG to Mediamaxx owned by kenyatta family. If he will exit,it will give room for the company to be more innovative. You should thank the gods that AKDN are still around
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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The company would have been obliterated by now. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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rwitre wrote:watesh wrote:Ebenyo wrote:sparkly wrote:Ebenyo wrote:rwitre wrote:Touched 46 intraday. NMG single-handedly sinking my portfolio  you are not alone.Hata Mimi hapa naumia mbaya.My current ABP is 101 against the current price of 46.Sijui @sparky ako aje hapa. 50% below water. My ABP is 92. The only solution for us is to average down kabisa. And nowadays NTV is on Facebook.The challenge is to turn digital exposure into revenues. GAA paid them half the money and they have renewed business.Thats good as long as they will pay on time. And how are the media companies worldwide coping with digital disruptions? e.g New York times,Washington post and others? They introduced a paywall to their news sites and limited the number of free articles one gets. This keeps people paying for news. It doesnt generate as much as newspapers but it pays more than online ads Paywall's a step in the right direction. And that GAA debt had been quite the drag on the balance sheet. GoK should expedite payment. Deni zilipwe zote. NMG showing me dust. My biggest capital loss as a percentage and in KShs. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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sparkly wrote:rwitre wrote:watesh wrote:Ebenyo wrote:sparkly wrote:Ebenyo wrote:rwitre wrote:Touched 46 intraday. NMG single-handedly sinking my portfolio you are not alone.Hata Mimi hapa naumia mbaya.My current ABP is 101 against the current price of 46.Sijui @sparky ako aje hapa. 50% below water. My ABP is 92. The only solution for us is to average down kabisa. And nowadays NTV is on Facebook.The challenge is to turn digital exposure into revenues. GAA paid them half the money and they have renewed business.Thats good as long as they will pay on time. And how are the media companies worldwide coping with digital disruptions? e.g New York times,Washington post and others? They introduced a paywall to their news sites and limited the number of free articles one gets. This keeps people paying for news. It doesnt generate as much as newspapers but it pays more than online ads Paywall's a step in the right direction. And that GAA debt had been quite the drag on the balance sheet. GoK should expedite payment. Deni zilipwe zote. NMG showing me dust. My biggest capital loss as a percentage and in KShs. With what Citizen and RMG in general are doing in the industry. I recommend you write off this one
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:rwitre wrote:watesh wrote:Ebenyo wrote:sparkly wrote:Ebenyo wrote:rwitre wrote:Touched 46 intraday. NMG single-handedly sinking my portfolio you are not alone.Hata Mimi hapa naumia mbaya.My current ABP is 101 against the current price of 46.Sijui @sparky ako aje hapa. 50% below water. My ABP is 92. The only solution for us is to average down kabisa. And nowadays NTV is on Facebook.The challenge is to turn digital exposure into revenues. GAA paid them half the money and they have renewed business.Thats good as long as they will pay on time. And how are the media companies worldwide coping with digital disruptions? e.g New York times,Washington post and others? They introduced a paywall to their news sites and limited the number of free articles one gets. This keeps people paying for news. It doesnt generate as much as newspapers but it pays more than online ads Paywall's a step in the right direction. And that GAA debt had been quite the drag on the balance sheet. GoK should expedite payment. Deni zilipwe zote. NMG showing me dust. My biggest capital loss as a percentage and in KShs. With what Citizen and RMG in general are doing in the industry. I recommend you write off this one What are they doing? Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:sparkly wrote:rwitre wrote:watesh wrote:Ebenyo wrote:sparkly wrote:Ebenyo wrote:rwitre wrote:Touched 46 intraday. NMG single-handedly sinking my portfolio you are not alone.Hata Mimi hapa naumia mbaya.My current ABP is 101 against the current price of 46.Sijui @sparky ako aje hapa. 50% below water. My ABP is 92. The only solution for us is to average down kabisa. And nowadays NTV is on Facebook.The challenge is to turn digital exposure into revenues. GAA paid them half the money and they have renewed business.Thats good as long as they will pay on time. And how are the media companies worldwide coping with digital disruptions? e.g New York times,Washington post and others? They introduced a paywall to their news sites and limited the number of free articles one gets. This keeps people paying for news. It doesnt generate as much as newspapers but it pays more than online ads Paywall's a step in the right direction. And that GAA debt had been quite the drag on the balance sheet. GoK should expedite payment. Deni zilipwe zote. NMG showing me dust. My biggest capital loss as a percentage and in KShs. With what Citizen and RMG in general are doing in the industry. I recommend you write off this one He speaks in code Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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Ati 40 bob This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down.
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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rwitre wrote:Ati 40 bob This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down. Never catch a falling knife nor chase a rising skirt
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/23/2010 Posts: 2,220 Location: Sundowner,Amboseli
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Nations's Kodak moment is here with us  @SufficientlyP
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us Capital murder. Pole to the occupants in the NMG bus
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:rwitre wrote:Ati 40 bob This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down. Never catch a falling knife nor chase a rising skirt #1 (knife) - Perhaps #2 (skirt) - A man has to try. No pain, no gain  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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VituVingiSana wrote:obiero wrote:rwitre wrote:Ati 40 bob This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down. Never catch a falling knife nor chase a rising skirt #1 (knife) - Perhaps #2 (skirt) - A man has to try. No pain, no gain A 12.5% dividend yield on a blue chip whose plummeting price is indicative of extreme fear amongst investors? On this one I'm willing to gamble with a higher stake.
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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rwitre wrote:VituVingiSana wrote:obiero wrote:rwitre wrote:Ati 40 bob This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down. Never catch a falling knife nor chase a rising skirt #1 (knife) - Perhaps #2 (skirt) - A man has to try. No pain, no gain A 12.5% dividend yield on a blue chip whose plummeting price is indicative of extreme fear amongst investors? On this one I'm willing to gamble with a higher stake. Centum 31.50 KenRe 2.90 NMG 40 [but can they maintain the dividend?] Na kadhalika. Trying times but for those will balls of steel, this is what you want! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 3/20/2008 Posts: 503
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VituVingiSana wrote:rwitre wrote:VituVingiSana wrote:obiero wrote:rwitre wrote:Ati 40 bob This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down. Never catch a falling knife nor chase a rising skirt #1 (knife) - Perhaps #2 (skirt) - A man has to try. No pain, no gain A 12.5% dividend yield on a blue chip whose plummeting price is indicative of extreme fear amongst investors? On this one I'm willing to gamble with a higher stake. Centum 31.50 KenRe 2.90 NMG 40 [but can they maintain the dividend?] Na kadhalika. Trying times but for those will balls of steel, this is what you want! The question is ...at what price does NMG qualify to be considered scuttle but t??
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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xxxxx wrote:VituVingiSana wrote:rwitre wrote:VituVingiSana wrote:obiero wrote:rwitre wrote:Ati 40 bob This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down. Never catch a falling knife nor chase a rising skirt #1 (knife) - Perhaps #2 (skirt) - A man has to try. No pain, no gain A 12.5% dividend yield on a blue chip whose plummeting price is indicative of extreme fear amongst investors? On this one I'm willing to gamble with a higher stake. Centum 31.50 KenRe 2.90 NMG 40 [but can they maintain the dividend?] Na kadhalika. Trying times but for those will balls of steel, this is what you want! The question is ...at what price does NMG qualify to be considered scuttle but t?? NMG is worth no more than KES 32 per share
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:xxxxx wrote:VituVingiSana wrote:rwitre wrote:VituVingiSana wrote:obiero wrote:rwitre wrote:Ati 40 bob This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down. Never catch a falling knife nor chase a rising skirt #1 (knife) - Perhaps #2 (skirt) - A man has to try. No pain, no gain A 12.5% dividend yield on a blue chip whose plummeting price is indicative of extreme fear amongst investors? On this one I'm willing to gamble with a higher stake. Centum 31.50 KenRe 2.90 NMG 40 [but can they maintain the dividend?] Na kadhalika. Trying times but for those will balls of steel, this is what you want! The question is ...at what price does NMG qualify to be considered scuttle but t?? NMG is worth no more than KES 32 per share Well then only -20% left to go! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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