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Thoughts on TPS Serena
Rank: Chief Joined: 1/3/2007 Posts: 18,200 Location: Nairobi
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@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/904011Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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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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Rank: Member Joined: 2/20/2007 Posts: 767
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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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Rank: Elder Joined: 12/4/2009 Posts: 10,776 Location: NAIROBI
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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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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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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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Rank: Chief Joined: 1/3/2007 Posts: 18,200 Location: Nairobi
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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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Rank: Member Joined: 9/14/2011 Posts: 857 Location: nairobi
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From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre
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Rank: Elder Joined: 7/21/2010 Posts: 6,191 Location: nairobi
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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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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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mlennyma wrote:heri wrote:
From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre
Vvs zone Wueh  Nothing is safe from the bear.
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Rank: Chief Joined: 1/3/2007 Posts: 18,200 Location: Nairobi
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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 Nothing is safe from the bear. A beating and then some! 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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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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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 Nothing is safe from the bear. A beating and then some! 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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Rank: Elder Joined: 12/4/2009 Posts: 10,776 Location: NAIROBI
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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 Nothing is safe from the bear. A beating and then some! 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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Rank: Chief Joined: 1/3/2007 Posts: 18,200 Location: Nairobi
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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 Nothing is safe from the bear. A beating and then some! 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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Rank: Elder Joined: 6/23/2009 Posts: 13,746 Location: nairobi
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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 Nothing is safe from the bear. A beating and then some! 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
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,200 Location: Nairobi
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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 Nothing is safe from the bear. A beating and then some! 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  It's not KQ 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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Rank: Chief Joined: 1/3/2007 Posts: 18,200 Location: Nairobi
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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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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Rank: Chief Joined: 1/3/2007 Posts: 18,200 Location: Nairobi
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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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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote: 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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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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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 Nothing is safe from the bear. A beating and then some! 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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