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Is it the right time to buy CENTUM?
Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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Ericsson wrote:Share price on the verge of going below 20 They will meet with NMG share price. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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Ericsson wrote:Share price on the verge of going below 20 My eyes trained on this, feels like chirubai is letting the flood gates wide open. Sniffing the streets for the bathe,,, ppt overwhelmed,,,,  ,Behold, a sower went forth to sow;....
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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muandiwambeu wrote:Ericsson wrote:Share price on the verge of going below 20 My eyes trained on this, feels like chirubai is letting the flood gates wide open. Sniffing the streets for the bathe,,, ppt overwhelmed,,,, Waiting for the dividend. I might reinvest it into Centum. It's about patience and one's feelings at the time. Law #1: Optimism and pessimism will always overshoot because the boundaries of both can only be known in hindsight, once they’re passed. - Morgan Housel Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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VituVingiSana wrote:muandiwambeu wrote:Ericsson wrote:Share price on the verge of going below 20 My eyes trained on this, feels like chirubai is letting the flood gates wide open. Sniffing the streets for the bathe,,, ppt overwhelmed,,,, Waiting for the dividend. I might reinvest it into Centum. It's about patience and one's feelings at the time. Law #1: Optimism and pessimism will always overshoot because the boundaries of both can only be known in hindsight, once they’re passed. - Morgan Housel Tomorrow will be a better day. Follow your insinticts. There is no medicine like hope, no incentive so great, and no tonic so powerful as expectation of something better tomorrow.  the ,Behold, a sower went forth to sow;....
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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VituVingiSana wrote:muandiwambeu wrote:Ericsson wrote:Share price on the verge of going below 20 My eyes trained on this, feels like chirubai is letting the flood gates wide open. Sniffing the streets for the bathe,,, ppt overwhelmed,,,, Waiting for the dividend. I might reinvest it into Centum. It's about patience and one's feelings at the time. Law #1: Optimism and pessimism will always overshoot because the boundaries of both can only be known in hindsight, once they’re passed. - Morgan Housel ,Behold, a sower went forth to sow;....
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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muandiwambeu wrote:VituVingiSana wrote:muandiwambeu wrote:Ericsson wrote:Share price on the verge of going below 20 My eyes trained on this, feels like chirubai is letting the flood gates wide open. Sniffing the streets for the bathe,,, ppt overwhelmed,,,, Waiting for the dividend. I might reinvest it into Centum. It's about patience and one's feelings at the time. Law #1: Optimism and pessimism will always overshoot because the boundaries of both can only be known in hindsight, once they’re passed. - Morgan Housel Tomorrow will be a better day. Follow your insinticts. There is no medicine like hope, no incentive so great, and no tonic so powerful as expectation of something better tomorrow. the For a business like Centum, there will be hits and misses in the portfolio. Real estate will struggle but unlike HAFR or Cytonn, Centum seems OK. They are going to handover Awali Phase 1 (in Kilifi) to the buyers on 10th October. Longhorn took a huge hit but schools are re-opening and it has a digital and mobile product now. This is about the future for LKL which owns a lot of content. We have discussed others e.g. Amu, etc. At these prices, I would like to average down given the value I see in the future. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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VituVingiSana wrote:muandiwambeu wrote:VituVingiSana wrote:muandiwambeu wrote:Ericsson wrote:Share price on the verge of going below 20 My eyes trained on this, feels like chirubai is letting the flood gates wide open. Sniffing the streets for the bathe,,, ppt overwhelmed,,,, Waiting for the dividend. I might reinvest it into Centum. It's about patience and one's feelings at the time. Law #1: Optimism and pessimism will always overshoot because the boundaries of both can only be known in hindsight, once they’re passed. - Morgan Housel Tomorrow will be a better day. Follow your insinticts. There is no medicine like hope, no incentive so great, and no tonic so powerful as expectation of something better tomorrow. the For a business like Centum, there will be hits and misses in the portfolio. Real estate will struggle but unlike HAFR or Cytonn, Centum seems OK. They are going to handover Awali Phase 1 (in Kilifi) to the buyers on 10th October. Longhorn took a huge hit but schools are re-opening and it has a digital and mobile product now. This is about the future for LKL which owns a lot of content. We have discussed others e.g. Amu, etc. At these prices, I would like to average down given the value I see in the future. What do you think is a good average price down, now that we agree down is the way to go @vvs. In that future I also wish to see centumn unlock it's potential and blow 2500/ on it's way up before I quit. ,Behold, a sower went forth to sow;....
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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muandiwambeu wrote:VituVingiSana wrote:muandiwambeu wrote:VituVingiSana wrote:muandiwambeu wrote:Ericsson wrote:Share price on the verge of going below 20 My eyes trained on this, feels like chirubai is letting the flood gates wide open. Sniffing the streets for the bathe,,, ppt overwhelmed,,,, Waiting for the dividend. I might reinvest it into Centum. It's about patience and one's feelings at the time. Law #1: Optimism and pessimism will always overshoot because the boundaries of both can only be known in hindsight, once they’re passed. - Morgan Housel Tomorrow will be a better day. Follow your insinticts. There is no medicine like hope, no incentive so great, and no tonic so powerful as expectation of something better tomorrow. the For a business like Centum, there will be hits and misses in the portfolio. Real estate will struggle but unlike HAFR or Cytonn, Centum seems OK. They are going to handover Awali Phase 1 (in Kilifi) to the buyers on 10th October. Longhorn took a huge hit but schools are re-opening and it has a digital and mobile product now. This is about the future for LKL which owns a lot of content. We have discussed others e.g. Amu, etc. At these prices, I would like to average down given the value I see in the future. What do you think is a good average price down, now that we agree down is the way to go @vvs. In that future I also wish to see centumn unlock it's potential and blow 2500/ on it's way up before I quit. As long as the fundamentals do not change then the cheaper the better!  I have NO idea how low it can go. If I did, I would sell today and buy later. When I said "average down" I do not mean I want to do it just to lower my ABP [which I do not really know given I have bought shares over the years] but I see value at 20/- today if one is patient. 2,500/share may be a stretch any time soon unless we have hyperinflation. I will go with Management's assessment of NAV. 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: 10,804 Location: NAIROBI
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muandiwambeu wrote:VituVingiSana wrote:muandiwambeu wrote:VituVingiSana wrote:muandiwambeu wrote:Ericsson wrote:Share price on the verge of going below 20 My eyes trained on this, feels like chirubai is letting the flood gates wide open. Sniffing the streets for the bathe,,, ppt overwhelmed,,,, Waiting for the dividend. I might reinvest it into Centum. It's about patience and one's feelings at the time. Law #1: Optimism and pessimism will always overshoot because the boundaries of both can only be known in hindsight, once they’re passed. - Morgan Housel Tomorrow will be a better day. Follow your insinticts. There is no medicine like hope, no incentive so great, and no tonic so powerful as expectation of something better tomorrow. the For a business like Centum, there will be hits and misses in the portfolio. Real estate will struggle but unlike HAFR or Cytonn, Centum seems OK. They are going to handover Awali Phase 1 (in Kilifi) to the buyers on 10th October. Longhorn took a huge hit but schools are re-opening and it has a digital and mobile product now. This is about the future for LKL which owns a lot of content. We have discussed others e.g. Amu, etc. At these prices, I would like to average down given the value I see in the future. What do you think is a good average price down, now that we agree down is the way to go @vvs. In that future I also wish to see centumn unlock it's potential and blow 2500/ on it's way up before I quit. Buy at ksh.10 if it reaches there. Half year results which will be out in November will give further direction. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 1/20/2011 Posts: 1,820 Location: Nakuru
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Wait for sub - 9 bob(thank me later) Dumb money becomes dumb only when it listens to smart money
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Is it the right time to buy CENTUM?
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