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Carbacid HY19
Pesa Nane
#1 Posted : Wednesday, March 20, 2019 10:53:30 AM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Profit Warning, PAP!

Pesa Nane plans to be shilingi when he grows up.
Pesa Nane
#2 Posted : Wednesday, March 20, 2019 10:58:56 AM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Pesa Nane plans to be shilingi when he grows up.
Fyatu
#3 Posted : Wednesday, March 20, 2019 11:22:15 AM
Rank: Veteran


Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
We are back to profit warnings. This tano terror economy yawa! I can see tea farms huko Kericho are under sieke too
Dumb money becomes dumb only when it listens to smart money
the deal
#4 Posted : Wednesday, March 20, 2019 3:44:33 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Fyatu wrote:
We are back to profit warnings. This tano terror economy yawa! I can see tea farms huko Kericho are under sieke too

Was bound to happen at some point...Chinese figured them out...now they're eating their lunch...
VituVingiSana
#5 Posted : Wednesday, March 20, 2019 9:51:39 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
the deal wrote:
Fyatu wrote:
We are back to profit warnings. This tano terror economy yawa! I can see tea farms huko Kericho are under sieke too

Was bound to happen at some point...Chinese figured them out...now they're eating their lunch...
What have the Chinese figured out about Carbacid?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#6 Posted : Monday, March 25, 2019 12:45:29 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
Carbacid sets sights on gas mining permit
https://www.businessdail...39306-5b4xb7z/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
sparkly
#7 Posted : Monday, March 25, 2019 10:28:07 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
Carbacid sets sights on gas mining permit
https://www.businessdail...9306-5b4xb7z/index.html


7.8 Acres of land is too small for mining operations.
Life is short. Live passionately.
VituVingiSana
#8 Posted : Monday, March 25, 2019 10:29:35 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
sparkly wrote:
VituVingiSana wrote:
Carbacid sets sights on gas mining permit
https://www.businessdail...9306-5b4xb7z/index.html


7.8 Acres of land is very small.
What would be the right size for a CO2 mining operation?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
sparkly
#9 Posted : Monday, March 25, 2019 10:35:21 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
sparkly wrote:
VituVingiSana wrote:
Carbacid sets sights on gas mining permit
https://www.businessdail...9306-5b4xb7z/index.html


7.8 Acres of land is very small.
What would be the right size for a CO2 mining operation?



7.8 Acres is not even enough for supporting Infrastruture like parking, storage and admin areas.
Life is short. Live passionately.
the deal
#10 Posted : Monday, March 25, 2019 10:58:35 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
VituVingiSana wrote:
the deal wrote:
Fyatu wrote:
We are back to profit warnings. This tano terror economy yawa! I can see tea farms huko Kericho are under sieke too

Was bound to happen at some point...Chinese figured them out...now they're eating their lunch...
What have the Chinese figured out about Carbacid?

Instead of mining they can produce it artificially...same quality...now some of Carbacids customers have gotten hold of the technology thus reducing they're reliance on Carbacid...
VituVingiSana
#11 Posted : Monday, March 25, 2019 11:28:16 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
the deal wrote:
VituVingiSana wrote:
the deal wrote:
Fyatu wrote:
We are back to profit warnings. This tano terror economy yawa! I can see tea farms huko Kericho are under sieke too

Was bound to happen at some point...Chinese figured them out...now they're eating their lunch...
What have the Chinese figured out about Carbacid?

Instead of mining they can produce it artificially...same quality...now some of Carbacids customers have gotten hold of the technology thus reducing they're reliance on Carbacid...
Which (former) customers, except EABL, of Carbacid are doing so?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#12 Posted : Monday, March 25, 2019 11:37:15 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
For those who have shares in Carbacid:

Do you look at CARB as a CO2 firm or as an investment firm?
Looking at the results and balance sheet, it looks like an investment firm with the "CO2" as a subsidiary.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#13 Posted : Monday, March 25, 2019 12:32:32 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
VituVingiSana wrote:
For those who have shares in Carbacid:

Do you look at CARB as a CO2 firm or as an investment firm?
Looking at the results and balance sheet, it looks like an investment firm with the "CO2" as a subsidiary.


Diversification strategy
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ebenyo
#14 Posted : Monday, March 25, 2019 6:08:24 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,997
Location: Kitale
[quote=VituVingiSana]Carbacid sets sights on gas mining permit
https://www.businessdail...9306-5b4xb7z/index.html[/quote]


This will aid in revenue growth.
The management of Carbacid is very honest.
It's the only company that I have invested that sends me it's annual report in a soft copy!
This profit warning is also very honest as it's coming six months before Financial year closes.
The carbon business is not doing very good but they have succeeded to get loyal customers over the years.
The financial market is also not great,but there is room for change especially if they get the right managers.
Towards the goal of financial freedom
Ericsson
#15 Posted : Wednesday, October 23, 2019 4:47:16 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...ormat=jpg&name=large
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Horton
#16 Posted : Wednesday, October 23, 2019 6:03:54 PM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
[quote=Ericsson]Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]


Who are there competitors? I hear about a Chinese company. Not sure how they can send CO2 logistically profitable all the way to 254
Balaa
#17 Posted : Wednesday, October 23, 2019 9:50:00 PM
Rank: Member


Joined: 7/6/2018
Posts: 175
Location: Kinshasa
[quote=Ericsson]Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]

Applause this one's never let me down.
If it don't make dollars, it don't make sense
Ebenyo
#18 Posted : Thursday, October 24, 2019 10:03:34 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,997
Location: Kitale
Balaa wrote:
[quote=Ericsson]Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]

Applause this one's never let me down.



I have received the same dividend four years now.Is that a growth?
Towards the goal of financial freedom
Ericsson
#19 Posted : Thursday, October 24, 2019 10:06:02 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
Ebenyo wrote:
Balaa wrote:
[quote=Ericsson]Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]

Applause this one's never let me down.



I have received the same dividend four years now.Is that a growth?

Ata watu wa Equity bank have received ksh.2 for 5 years
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
VituVingiSana
#20 Posted : Thursday, October 24, 2019 10:26:55 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
Ebenyo wrote:
Balaa wrote:
[quote=Ericsson]Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]

Applause this one's never let me down.


I have received the same dividend four years now.Is that a growth?
Umeongea na wanahisa wa KPLC? ARM? KQ? d'oh!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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