Wazua
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My Watch List - Buys in Q4 2019
Rank: Veteran Joined: 11/13/2015 Posts: 1,590
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Angelica _ann wrote:sparkly wrote:wukan wrote:Technical indicators remain STRONG SELL
On which stocks? Can't be for all stocks. When the tide goes down we shall see who was swimming naked.
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Rank: Veteran Joined: 1/20/2011 Posts: 1,820 Location: Nakuru
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wukan wrote:Angelica _ann wrote:sparkly wrote:wukan wrote:Technical indicators remain STRONG SELL
On which stocks? Can't be for all stocks. When the tide goes down we shall see who was swimming naked. The so called wazua elders and CFA's based in air-conditioned offices in Nairobi lost credibility a long time ago. If they say buy, do the opposite. Dumb money becomes dumb only when it listens to smart money
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Ericsson wrote:sparkly wrote:I am looking at the following stocks...
1. BAT, now at 485;
2. Equity, now at 36;
Looking very Juicy! Equity bank has an upcoming dilution through issuance of 250mn shares to Atlas Mara subject to regulatory approval How is this a dilution? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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VituVingiSana wrote:Ericsson wrote:sparkly wrote:I am looking at the following stocks...
1. BAT, now at 485;
2. Equity, now at 36;
Looking very Juicy! Equity bank has an upcoming dilution through issuance of 250mn shares to Atlas Mara subject to regulatory approval How is this a dilution? New shares to be created and alloted to Atlas mara Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Ericsson wrote:VituVingiSana wrote:Ericsson wrote:sparkly wrote:I am looking at the following stocks...
1. BAT, now at 485;
2. Equity, now at 36;
Looking very Juicy! Equity bank has an upcoming dilution through issuance of 250mn shares to Atlas Mara subject to regulatory approval How is this a dilution? New shares to be created and alloted to Atlas mara Is Equity getting anything for those new shares? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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VituVingiSana wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:sparkly wrote:I am looking at the following stocks...
1. BAT, now at 485;
2. Equity, now at 36;
Looking very Juicy! Equity bank has an upcoming dilution through issuance of 250mn shares to Atlas Mara subject to regulatory approval How is this a dilution? New shares to be created and alloted to Atlas mara Is Equity getting anything for those new shares? Read my earlier posts, the subject of discussion is the equity group share price behavior Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Ericsson wrote:VituVingiSana wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:sparkly wrote:I am looking at the following stocks...
1. BAT, now at 485;
2. Equity, now at 36;
Looking very Juicy! Equity bank has an upcoming dilution through issuance of 250mn shares to Atlas Mara subject to regulatory approval How is this a dilution? New shares to be created and alloted to Atlas mara Is Equity getting anything for those new shares? Read my earlier posts, the subject of discussion is the equity group share price behavior Whatever that may be, my question was "How is this a dilution?" Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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VituVingiSana wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:sparkly wrote:I am looking at the following stocks...
1. BAT, now at 485;
2. Equity, now at 36;
Looking very Juicy! Equity bank has an upcoming dilution through issuance of 250mn shares to Atlas Mara subject to regulatory approval How is this a dilution? New shares to be created and alloted to Atlas mara Is Equity getting anything for those new shares? Read my earlier posts, the subject of discussion is the equity group share price behavior Whatever that may be, my question was "How is this a dilution?" Your % shareholding reduces NBK shareholders experienced dilution when the preference shares were converted to ordinary shares Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Ericsson wrote:VituVingiSana wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:sparkly wrote:I am looking at the following stocks...
1. BAT, now at 485;
2. Equity, now at 36;
Looking very Juicy! Equity bank has an upcoming dilution through issuance of 250mn shares to Atlas Mara subject to regulatory approval How is this a dilution? New shares to be created and alloted to Atlas mara Is Equity getting anything for those new shares? Read my earlier posts, the subject of discussion is the equity group share price behavior Whatever that may be, my question was "How is this a dilution?" Your % shareholding reduces NBK shareholders experienced dilution when the preference shares were converted to ordinary shares I kif up. It's OK. No stress. BUT in the spirit of Wazua here is a link for you. Have a nice evening. https://www.investopedia...and-dilutive-merger.asp
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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VituVingiSana wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:sparkly wrote:I am looking at the following stocks...
1. BAT, now at 485;
2. Equity, now at 36;
Looking very Juicy! Equity bank has an upcoming dilution through issuance of 250mn shares to Atlas Mara subject to regulatory approval How is this a dilution? New shares to be created and alloted to Atlas mara Is Equity getting anything for those new shares? Read my earlier posts, the subject of discussion is the equity group share price behavior Whatever that may be, my question was "How is this a dilution?" Your % shareholding reduces NBK shareholders experienced dilution when the preference shares were converted to ordinary shares I kif up. It's OK. No stress. BUT in the spirit of Wazua here is a link for you. Have a nice evening. https://www.investopedia...and-dilutive-merger.asp
Back to topic before INEOS 159....... your picks and why? In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Elder Joined: 6/20/2007 Posts: 2,037 Location: Lagos, Nigeria
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Angelica _ann wrote:sparkly wrote:wukan wrote:Technical indicators remain STRONG SELL
On which stocks? Can't be for all stocks. Buy - BAT, Stanchart, Infrastructure Bond Watch - Safaricom, EABL, CooP Think about - FAHR (Don't quite understand the business model/revenue stream). On FAHR REIT, Hope these links will help https://stanlibfahariireit.com/
At least 80% of operating profit is distributable to unit holders as a policy. https://uk.reuters.com/companies/FAHR.NR
https://africanfinancial...ent/ke-fahr-2019-ir-hy/
FAHR has only 621 million shares on offer therefore it is difficult to buy but easy to sell. It is yet another good cushion in a persistent bear market. FY 2018 dividend of 75 cents on the current price of 8.25 bob translates to 9.0 % dividend yield. This is a very good return on investment. Don't quote me this year they may likely return 80 cents per share based on their incremental HY19 result provided above. This will propel it to a yield of 9.6 % . Find below the property portfolio of FAHR REIT in Kenya https://stanlibfahariireit.com/index.php?id=32
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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young wrote:Angelica _ann wrote:sparkly wrote:wukan wrote:Technical indicators remain STRONG SELL
On which stocks? Can't be for all stocks. Buy - BAT, Stanchart, Infrastructure Bond Watch - Safaricom, EABL, CooP Think about - FAHR (Don't quite understand the business model/revenue stream). On FAHR REIT, Hope these links will help https://stanlibfahariireit.com/
At least 80% of operating profit is distributable to unit holders as a policy. https://uk.reuters.com/companies/FAHR.NR
https://africanfinancial...ent/ke-fahr-2019-ir-hy/
FAHR has only 621 million shares on offer therefore it is difficult to buy but easy to sell. It is yet another good cushion in a persistent bear market. FY 2018 dividend of 75 cents on the current price of 8.25 bob translates to 9.0 % dividend yield. This is a very good return on investment. Don't quote me this year they may likely return 80 cents per share based on their incremental HY19 result provided above. This will propel it to a yield of 9.6 % . Find below the property portfolio of FAHR REIT in Kenya https://stanlibfahariireit.com/index.php?id=32
Parent company Stanlib Kenya is up for sale Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/20/2007 Posts: 2,037 Location: Lagos, Nigeria
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Ericsson wrote:young wrote:Angelica _ann wrote:sparkly wrote:wukan wrote:Technical indicators remain STRONG SELL
On which stocks? Can't be for all stocks. Buy - BAT, Stanchart, Infrastructure Bond Watch - Safaricom, EABL, CooP Think about - FAHR (Don't quite understand the business model/revenue stream). On FAHR REIT, Hope these links will help https://stanlibfahariireit.com/
At least 80% of operating profit is distributable to unit holders as a policy. https://uk.reuters.com/companies/FAHR.NR
https://africanfinancial...ent/ke-fahr-2019-ir-hy/
FAHR has only 621 million shares on offer therefore it is difficult to buy but easy to sell. It is yet another good cushion in a persistent bear market. FY 2018 dividend of 75 cents on the current price of 8.25 bob translates to 9.0 % dividend yield. This is a very good return on investment. Don't quote me this year they may likely return 80 cents per share based on their incremental HY19 result provided above. This will propel it to a yield of 9.6 % . Find below the property portfolio of FAHR REIT in Kenya https://stanlibfahariireit.com/index.php?id=32
Parent company Stanlib Kenya is up for sale The news was rife in April but no further information yet. It is a positive news to shareholders. It will be sold at premium the REIT segment since it is a viable company and listed in NSE .Recall Kenol etc I am still buying more even this week as there is a lot to gain . Good dividend and capital again. https://www.businessdail...61462-19ewb1/index.html
Recall Stanlib REIT was listed by introduction at 10 bob. Notwithstanding her consistent good performance since 2015/2016 the price hovers on the average between 7 to 8.5 bob principally due to the bearish sentiment in Nairobi bourse . If it is delisted due to sell off of the parent STANLIB, the cut off sale value will be between 10 to 12 bob per share For me I am aware of the news and I take it as positive news, so I will keep on accumulating more. Next dividend is due April 2020, I mean actual payment not announcement FAHR REIT is always the first to pay in all counters whose year end is December https://live.mystocks.co.ke/m/calendar=FAHR
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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young wrote:Ericsson wrote:young wrote:Angelica _ann wrote:sparkly wrote:wukan wrote:Technical indicators remain STRONG SELL
On which stocks? Can't be for all stocks. Buy - BAT, Stanchart, Infrastructure Bond Watch - Safaricom, EABL, CooP Think about - FAHR (Don't quite understand the business model/revenue stream). On FAHR REIT, Hope these links will help https://stanlibfahariireit.com/
At least 80% of operating profit is distributable to unit holders as a policy. https://uk.reuters.com/companies/FAHR.NR
https://africanfinancial...ent/ke-fahr-2019-ir-hy/
FAHR has only 621 million shares on offer therefore it is difficult to buy but easy to sell. It is yet another good cushion in a persistent bear market. FY 2018 dividend of 75 cents on the current price of 8.25 bob translates to 9.0 % dividend yield. This is a very good return on investment. Don't quote me this year they may likely return 80 cents per share based on their incremental HY19 result provided above. This will propel it to a yield of 9.6 % . Find below the property portfolio of FAHR REIT in Kenya https://stanlibfahariireit.com/index.php?id=32
Parent company Stanlib Kenya is up for sale The news was rife in April but no further information yet. It is a positive news to shareholders. It will be sold at premium the REIT segment since it is a viable company and listed in NSE .Recall Kenol etc I am still buying more even this week as there is a lot to gain . Good dividend and capital again. https://www.businessdail...61462-19ewb1/index.html
Recall Stanlib REIT was listed by introduction at 10 bob. Notwithstanding her consistent good performance since 2015/2016 the price hovers on the average between 7 to 8.5 bob principally due to the bearish sentiment in Nairobi bourse . If it is delisted due to sell off of the parent STANLIB, the cut off sale value will be between 10 to 12 bob per share For me I am aware of the news and I take it as positive news, so I will keep on accumulating more. Next dividend is due April 2020, I mean actual payment not announcement FAHR REIT is always the first to pay in all counters whose year end is December https://live.mystocks.co.ke/m/calendar=FAHR
A good analysis I see you have done. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 11/13/2015 Posts: 1,590
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young wrote:Ericsson wrote:young wrote:Angelica _ann wrote:sparkly wrote:wukan wrote:Technical indicators remain STRONG SELL
On which stocks? Can't be for all stocks. Buy - BAT, Stanchart, Infrastructure Bond Watch - Safaricom, EABL, CooP Think about - FAHR (Don't quite understand the business model/revenue stream). On FAHR REIT, Hope these links will help https://stanlibfahariireit.com/
At least 80% of operating profit is distributable to unit holders as a policy. https://uk.reuters.com/companies/FAHR.NR
https://africanfinancial...ent/ke-fahr-2019-ir-hy/
FAHR has only 621 million shares on offer therefore it is difficult to buy but easy to sell. It is yet another good cushion in a persistent bear market. FY 2018 dividend of 75 cents on the current price of 8.25 bob translates to 9.0 % dividend yield. This is a very good return on investment. Don't quote me this year they may likely return 80 cents per share based on their incremental HY19 result provided above. This will propel it to a yield of 9.6 % . Find below the property portfolio of FAHR REIT in Kenya https://stanlibfahariireit.com/index.php?id=32
Parent company Stanlib Kenya is up for sale The news was rife in April but no further information yet. It is a positive news to shareholders. It will be sold at premium the REIT segment since it is a viable company and listed in NSE .Recall Kenol etc I am still buying more even this week as there is a lot to gain . Good dividend and capital again. https://www.businessdail...61462-19ewb1/index.html
Recall Stanlib REIT was listed by introduction at 10 bob. Notwithstanding her consistent good performance since 2015/2016 the price hovers on the average between 7 to 8.5 bob principally due to the bearish sentiment in Nairobi bourse . If it is delisted due to sell off of the parent STANLIB, the cut off sale value will be between 10 to 12 bob per share For me I am aware of the news and I take it as positive news, so I will keep on accumulating more. Next dividend is due April 2020, I mean actual payment not announcement FAHR REIT is always the first to pay in all counters whose year end is December https://live.mystocks.co.ke/m/calendar=FAHR
FAHR REIT was listed at 20 per unit. If you invested a million bob you are now worth 429,000 excluding the dividends. They need to invest in a lot more properties to bring their management expenses to an acceptable level. They are around 3b worth of properties but they need to be above 9-12b of properties to cut on the running expenses. There is potential for dilution which keeps the price down together with the bearish mood in town.
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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NCBA
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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Welcome to the bus Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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Asante
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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young wrote:Ericsson wrote:young wrote:Angelica _ann wrote:sparkly wrote:wukan wrote:Technical indicators remain STRONG SELL
On which stocks? Can't be for all stocks. Buy - BAT, Stanchart, Infrastructure Bond Watch - Safaricom, EABL, CooP Think about - FAHR (Don't quite understand the business model/revenue stream). On FAHR REIT, Hope these links will help https://stanlibfahariireit.com/
At least 80% of operating profit is distributable to unit holders as a policy. https://uk.reuters.com/companies/FAHR.NR
https://africanfinancial...ent/ke-fahr-2019-ir-hy/
FAHR has only 621 million shares on offer therefore it is difficult to buy but easy to sell. It is yet another good cushion in a persistent bear market. FY 2018 dividend of 75 cents on the current price of 8.25 bob translates to 9.0 % dividend yield. This is a very good return on investment. Don't quote me this year they may likely return 80 cents per share based on their incremental HY19 result provided above. This will propel it to a yield of 9.6 % . Find below the property portfolio of FAHR REIT in Kenya https://stanlibfahariireit.com/index.php?id=32
Parent company Stanlib Kenya is up for sale The news was rife in April but no further information yet. It is a positive news to shareholders. It will be sold at premium the REIT segment since it is a viable company and listed in NSE .Recall Kenol etc I am still buying more even this week as there is a lot to gain . Good dividend and capital again. https://www.businessdail...61462-19ewb1/index.html
Recall Stanlib REIT was listed by introduction at 10 bob. Notwithstanding her consistent good performance since 2015/2016 the price hovers on the average between 7 to 8.5 bob principally due to the bearish sentiment in Nairobi bourse . If it is delisted due to sell off of the parent STANLIB, the cut off sale value will be between 10 to 12 bob per share For me I am aware of the news and I take it as positive news, so I will keep on accumulating more. Next dividend is due April 2020, I mean actual payment not announcement FAHR REIT is always the first to pay in all counters whose year end is December https://live.mystocks.co.ke/m/calendar=FAHR
Please note that FAHR doesn't have much cash left for a big acquisition. It needs to bulk up substantially to reduce the OPEX/share. The board said it wants to acquire more properties using its shares as currency vs paying cash. Or merge with another unlisted "REIT" to achieve the goal. The good news is that it has to pay a dividend if it has cash earnings. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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https://pbs.twimg.com/me...ormat=jpg&name=largeWealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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