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Thoughts on TPS Serena
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VituVingiSana
#101 Posted : Tuesday, February 06, 2018 11:38:25 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,265
Location: Nairobi
@Ebenyo - As a long-term investor without a specific date to exit do not focus on price movements in the short-term [of course, if the price gets crazy then cash in]...

Long-term profit generation is more important.

http://caps.fool.com/Blo...py-earnings-model/904011
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#102 Posted : Thursday, November 28, 2019 3:56:26 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
TPS at 15 bob! A case of being darkest before dawn or does the market know something?
Life is short. Live passionately.
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tom_boy
#103 Posted : Thursday, November 28, 2019 4:25:37 PM
Rank: Member


Joined: 2/20/2007
Posts: 767
sparkly wrote:
TPS at 15 bob! A case of being darkest before dawn or does the market know something?


Been wondering the same. I think in absence of violence, a weaker shilling will favour this counter and I believe we are headed to 110 to the dollar
They must find it difficult....... those who have taken authority as the truth, rather than truth as the authority. -G. Massey.
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Ericsson
#104 Posted : Thursday, November 28, 2019 4:50:37 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,798
Location: NAIROBI
sparkly wrote:
TPS at 15 bob! A case of being darkest before dawn or does the market know something?


Weak revenue,tourism not doing well
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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sparkly
#105 Posted : Thursday, November 28, 2019 5:58:32 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
tom_boy wrote:
sparkly wrote:
TPS at 15 bob! A case of being darkest before dawn or does the market know something?


Been wondering the same. I think in absence of violence, a weaker shilling will favour this counter and I believe we are headed to 110 to the dollar


Nairobi Serena operating full capacity from H2 2019. Surely the market should be more considerate.
Life is short. Live passionately.
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VituVingiSana
#106 Posted : Thursday, November 28, 2019 7:03:33 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,265
Location: Nairobi
sparkly wrote:
tom_boy wrote:
sparkly wrote:
TPS at 15 bob! A case of being darkest before dawn or does the market know something?

Been wondering the same. I think in absence of violence, a weaker shilling will favour this counter and I believe we are headed to 110 to the dollar

Nairobi Serena operating full capacity from H2 2019. Surely the market should be more considerate.
Then you should buy what you can at these prices! The current market is very tempting but I have no cash!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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heri
#107 Posted : Tuesday, March 10, 2020 10:21:34 AM
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Joined: 9/14/2011
Posts: 864
Location: nairobi
From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre
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mlennyma
#108 Posted : Tuesday, March 10, 2020 10:30:43 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,192
Location: nairobi
heri wrote:
From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre

Vvs zone
"Don't let the fear of losing be greater than the excitement of winning."
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rwitre
#109 Posted : Tuesday, March 10, 2020 10:46:11 AM
Rank: Member


Joined: 3/8/2018
Posts: 507
Location: Nairobi
mlennyma wrote:

heri wrote:


From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre


Vvs zone



Wueh d'oh!

Nothing is safe from the bear.
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VituVingiSana
#110 Posted : Tuesday, March 10, 2020 11:05:22 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,265
Location: Nairobi
rwitre wrote:
mlennyma wrote:

heri wrote:


From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre


Vvs zone



Wueh d'oh!

Nothing is safe from the bear.
A beating and then some! d'oh!
Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others.

CoronaVirus is going to devastate the tourism industry no matter how good the management.

The expansion programme using debt is going to bite TPSEA.

I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#111 Posted : Tuesday, March 10, 2020 1:03:26 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
rwitre wrote:
mlennyma wrote:

heri wrote:


From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre


Vvs zone



Wueh d'oh!

Nothing is safe from the bear.
A beating and then some! d'oh!
Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others.

CoronaVirus is going to devastate the tourism industry no matter how good the management.

The expansion programme using debt is going to bite TPSEA.

I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices.


10% of my portfolio at abp Kshs 28.5. I will buy more if it goes below 10 bob.
Life is short. Live passionately.
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Ericsson
#112 Posted : Tuesday, March 10, 2020 1:12:28 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,798
Location: NAIROBI
sparkly wrote:
VituVingiSana wrote:
rwitre wrote:
mlennyma wrote:

heri wrote:


From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre


Vvs zone



Wueh d'oh!

Nothing is safe from the bear.
A beating and then some! d'oh!
Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others.

CoronaVirus is going to devastate the tourism industry no matter how good the management.

The expansion programme using debt is going to bite TPSEA.

I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices.


10% of my portfolio at abp Kshs 28.5. I will buy more if it goes below 10 bob.

Shtua vvs
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#113 Posted : Tuesday, March 10, 2020 3:24:08 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,265
Location: Nairobi
Ericsson wrote:
sparkly wrote:
VituVingiSana wrote:
rwitre wrote:
mlennyma wrote:

heri wrote:


From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre


Vvs zone



Wueh d'oh!

Nothing is safe from the bear.
A beating and then some! d'oh!
Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others.

CoronaVirus is going to devastate the tourism industry no matter how good the management.

The expansion programme using debt is going to bite TPSEA.

I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices.


10% of my portfolio at abp Kshs 28.5. I will buy more if it goes below 10 bob.

Shtua vvs
I will hold. It has great assets but cash-flow will be problematic in 2020 with the CV, debt repayments (Nairobi Serena) and airline/flight cancellations.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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obiero
#114 Posted : Wednesday, March 11, 2020 6:15:16 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,973
Location: nairobi
VituVingiSana wrote:
Ericsson wrote:
sparkly wrote:
VituVingiSana wrote:
rwitre wrote:
mlennyma wrote:

heri wrote:


From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre


Vvs zone



Wueh d'oh!

Nothing is safe from the bear.
A beating and then some! d'oh!
Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others.

CoronaVirus is going to devastate the tourism industry no matter how good the management.

The expansion programme using debt is going to bite TPSEA.

I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices.


10% of my portfolio at abp Kshs 28.5. I will buy more if it goes below 10 bob.

Shtua vvs
I will hold. It has great assets but cash-flow will be problematic in 2020 with the CV, debt repayments (Nairobi Serena) and airline/flight cancellations.

Write off.. Utajua hujui

KQ ABP 4.48; MTN ABP 5.20
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VituVingiSana
#115 Posted : Wednesday, March 11, 2020 8:05:09 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,265
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
Ericsson wrote:
sparkly wrote:
VituVingiSana wrote:
rwitre wrote:
mlennyma wrote:

heri wrote:


From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre


Vvs zone



Wueh d'oh!

Nothing is safe from the bear.
A beating and then some! d'oh!
Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others.

CoronaVirus is going to devastate the tourism industry no matter how good the management.

The expansion programme using debt is going to bite TPSEA.

I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices.


10% of my portfolio at abp Kshs 28.5. I will buy more if it goes below 10 bob.

Shtua vvs
I will hold. It has great assets but cash-flow will be problematic in 2020 with the CV, debt repayments (Nairobi Serena) and airline/flight cancellations.

Write off.. Utajua hujui
Laughing out loudly Laughing out loudly Laughing out loudly It's not KQ Laughing out loudly
So when is KQ telling us how large its loss was?
KQ should partner with TPS and offer deals to fill seats and beds!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#116 Posted : Wednesday, March 11, 2020 11:26:36 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,265
Location: Nairobi
https://www.nation.co.ke...86418-v97vtw/index.html Tourism sector feels pinch as measures to curb virus take shape
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#117 Posted : Friday, March 13, 2020 1:43:20 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
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VituVingiSana
#118 Posted : Saturday, March 14, 2020 4:54:38 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,265
Location: Nairobi
sparkly wrote:
Serena changes booking policy due to Coronavirus. Hopefully, Coronavirus will be controlled in time for the peak season.
Good move. It reduces conflict with guests and builds goodwill.
TPS/Serena is likely to make it though 2020 bruised but alive. I wonder how many hotels will manage to pull through 2020.

TPSEA is likely to report a poor 2019 and an awful 1H20.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#119 Posted : Saturday, March 14, 2020 7:53:09 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
sparkly wrote:
Serena changes booking policy due to Coronavirus. Hopefully, Coronavirus will be controlled in time for the peak season.
Good move. It reduces conflict with guests and builds goodwill.
TPS/Serena is likely to make it though 2020 bruised but alive. I wonder how many hotels will manage to pull through 2020.

TPSEA is likely to report a poor 2019 and an awful 1H20.


FY 2019 should be better than FY 2018.
Life is short. Live passionately.
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Aguytrying
#120 Posted : Saturday, March 14, 2020 2:18:55 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
rwitre wrote:
mlennyma wrote:

heri wrote:


From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre


Vvs zone



Wueh d'oh!

Nothing is safe from the bear.
A beating and then some! d'oh!
Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others.


CoronaVirus is going to devastate the tourism industry no matter how good the management.

The expansion programme using debt is going to bite TPSEA.

I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices.


Is tourism business the new agriculture businesses wild swings and challenges. Actually more like the airline business. At this rate the share us getting a beating before fully recovering from the ebola beating a few years ago.

Like you I'm eyeing the blue chips that were too mighty to fall, safcom, equity etc.
The investor's chief problem - and even his worst enemy - is likely to be himself
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