The "market price" is not always an indicator of "intrinsic value" and this has been written & talked about by Warren Buffett as well as Ben Graham. I think CK is smart bu buying up Centum when the prices are in the dumps.

Centum has debt but it is not overly leveraged at the Holdings level. I wish I too had the cash to buy more Centum as CK mops up the available shares in the low 20s.

Kelele ya chura

Akiira - Centum knows what the issue is and progress is being made. It's valued at cost on its books. The information is free and available.
Amu Power - 100% has been provisioned. End of story.
RVR - Centum exited RVR 7+ years ago! It was a pre-JM acquisition. Apart from fear-mongering, was there a reason why this was brought up?

Duds will happen.

Apple had failures. Microsoft had failures. Exxon. Facebook. Google. All have had failures. And many, many more successes.

Warren Buffett has had duds. Yes, Mr. Warren Buffett. Heck, Berkshire Hathaway the "textile mill business" was a dud. As was Dexter. And many others.

How is Berkshire Hathaway doing today despite all the duds and crazy volatile markets?

Centum:
What are Centum's CURRENT businesses?
What is the current debt level?
What is the cash on hand?

After so many years of Wazua, I hope the level of discussion rises to a level that comes with maturity.

@RIEK - Please share these "many far better companies to put your money in" with us and explain why.

Impact of covid19 lockdown on Two rivers?

Has it been factored in the share price?

Apart from the cash...any attractive assets left in Centums portfolio?

was deployed in reducing debt