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Will safaricom survive
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Airtel is planning to pump SH 12B into kenyan mkt. It will concentrate on rural areas, share infrastructure and bank on the number portability. Safcom will lose market share. Yu and orange will struggle to make money. Who will buy saf above sh 6? Life is short. Live passionately.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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By the time these bozos start testing their 3g network safcom will have implemented their 4g network. They will always be a step back. Number portability won't be a big steal for them since the battleground is at the data front. GOD BLESS YOUR LIFE
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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sparkly wrote:Airtel is planning to pump SH 12B into kenyan mkt. It will concentrate on rural areas, share infrastructure and bank on the number portability. Safcom will lose market share. Yu and orange will struggle to make money. Who will buy saf above sh 6? @sparkly its a bit naive to think safcom is losing significantly... It saw kencel, celtel, zain, come and go and still gained market share... I.m back in nairobi and no one i knw uses zap or watever... They are all on M-PESA proving it should be bharti worried bout succeeding. Watch safcom towards books closure Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 1/3/2007 Posts: 18,215 Location: Nairobi
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Not only will Safcom survive in the near future but prosper! Of course, post-MJ we could get an idiot! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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VVS, then it seems Buffett was right when he said, 'Buy into companies that are so easy to understand that an idiot can run it, because sooner or later one will' GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/3/2007 Posts: 18,215 Location: Nairobi
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youcan'tstopusnow wrote:VVS, then it seems Buffett was right when he said, 'Buy into companies that are so easy to understand that an idiot can run it, because sooner or later one will' Well, one of those I bought into... yep, it's an idiot! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Nokia. Safaricom and Microsoft enter into deal. www.dyerandblair.com/ind...5&cntnt01returnid=82 GOD BLESS YOUR LIFE
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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@guru the indians seem to know a thing about operating emerging markets. Look at YU, late entrants and short of resources but they have managed to make a mark. Airtel is also the world's 5th largest mobile co by subscriber nos. The landscape will definitely change, but to what extent? Life is short. Live passionately.
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Rank: New-farer Joined: 6/23/2010 Posts: 52 Location: Majuu
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sparkly wrote:@guru the indians seem to know a thing about operating emerging markets. Look at YU, late entrants and short of resources but they have managed to make a mark. Airtel is also the world's 5th largest mobile co by subscriber nos. The landscape will definitely change, but to what extent? @sparkly..If we have a Billion Indians and 3billion chinese, then phone operators from those countries are likely to be quite big in terms of number of subscribers. One of my professor (he was chinese), once said that he wanted to go to china and sell syringes at dollar each with the aim of having each chinese buy..just one...making him a billionare at the end of it lol As an investor I behave like a tick, patiently waiting on grass and larch onto the first cow that shows up. As an investor I dont behave like a tick...I jump off the the cow as soon as am fully engorged before it dies...
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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mBia Loss, a pal of mine was talking of going to Beijimg for a month and selling sweets for 1 shilling at a busy street. His arguement was that at least a million Chinese a day would buy. GOD BLESS YOUR LIFE
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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sparkly wrote:Airtel is planning to pump SH 12B into kenyan mkt. Are you serious?!! To SCOM Shs. 12B is like dividend.
BBI will solve it :)
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Rank: Chief Joined: 1/3/2007 Posts: 18,215 Location: Nairobi
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2012 wrote:sparkly wrote:Airtel is planning to pump SH 12B into kenyan mkt. Are you serious?!! To SCOM Shs. 12B is like dividend. At 5cents per share, the dividend paid out was 2.5bn Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 6/26/2008 Posts: 16
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The only constant in Kenyas mobile wars has been MJ. His expertise n passion in mobile telephony has never been in doubt. BUT I highly doubt whether sfcon has anyone one else with anything close to such expertise, passion n guts.
Unfortunately, Indians are experts techies n their passion borders on obsession. Besides, they appear to know which cards 2 play (read portability). Can mpesa b matched?...maybe.. Looks 2 me like its time 4 sfconners to run to the hills.
It will never be biz as usual again.
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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Competition is good for us and for SCOM. I hope Airtel will bring some real competition too. I don't see Airtel denting SCOM market share much in the short term but if they have their act together it will be very interesting in 5yrs.
BBI will solve it :)
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Rank: Member Joined: 12/9/2008 Posts: 43
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no matter what they do,kenyans are very faithful to a network,what MJ terms as peculiar Msafara wa mamba burukenge hawakosi![/b]
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Rank: Veteran Joined: 1/7/2010 Posts: 1,279 Location: nbi
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How? Safaricom made Ksh15pillion profit for its last financial yr... The Governor of Nyeri - 2017
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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@VVS
Safcom paid 20 cents dividends and not 5 cents.
I think the mobile landscape is gona change in the next 3 years. Advantage safcom has is its entry in data and its fanatical followers for mpesa. If you want to distabilize them, that is the area to look for. Even when MJ leaves the main shareholder will bring in someone else. I see continuity of safcom.
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Rank: Elder Joined: 7/22/2009 Posts: 7,561
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VituVingiSana wrote:2012 wrote:sparkly wrote:Airtel is planning to pump SH 12B into kenyan mkt. Are you serious?!! To SCOM Shs. 12B is like dividend. At 5cents per share, the dividend paid out was 2.5bn I guess the question is how much does SCOM make in a year. If it retained all the profits even for two years, can Airtel match that with their 12B? If this becomes an all out war, SCOM wins hands down! The general [MJ] is definitely working on strategies, counter-strategies, plan B, C, D and E etc. But as you correctly pointed out, remove MJ from the equation and the landscape changes. @All - Imagine this, wild as it may sound. Airtel poaches MJ [Probably makes him the highest paid CEO in the region - by far!]. You'll be lucky to get a buyer for your SCOM shares at 3/= in the short term! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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MaichBlack wrote:
@All - Imagine this, wild as it may sound. Airtel poaches MJ [Probably makes him the highest paid CEO in the region - by far!]. You'll be lucky to get a buyer for your SCOM shares at 3/= in the short term!
@MM waaai you are giving me nightmares Life is short. Live passionately.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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we kenyans need to stop being so narrow minded.... Do you think safcom being owned by GOK and vodafone has no succession plan which is a basic for good corporate governance?? They've probably been grooming someone for the last 5 years or more.... Just the way they found MJ they can easily find someone better from the 6billion of us human beings.... Mark 12:29
Deuteronomy 4:16
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