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Safaricom in Ethiopia
Monk
#21 Posted : Wednesday, May 14, 2025 1:31:06 PM
Rank: Member


Joined: 7/1/2009
Posts: 266
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Monk wrote:
https://kenyanwallstreet.com/safaricoms-balance-sheet-takes-ksh-111b-hit-as-foreign-exchange-losses-bite/

Facts. With that dividend yield and NBV of KES 5.59, ideally in a functional exchange, it should drop like a hot potato. All that glitters..

Safaricom si KQ Laughing out loudly

Hehe. Wewe you are addicted to KQ


short-term vs long-term horizons.....

@Obiero Safaricom grows organically; KQ is kept afloat by Gov largess. Between the two, I would bet on the former for the long haul, the current setback in Ethiopia notwithstanding.

I could be wrong, but I think KQ was a short-term speculative play for you... you didn't plan on being locked in this long. No offense intended.
obiero
#22 Posted : Wednesday, May 14, 2025 6:52:56 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,634
Location: nairobi
Monk wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Monk wrote:
https://kenyanwallstreet.com/safaricoms-balance-sheet-takes-ksh-111b-hit-as-foreign-exchange-losses-bite/

Facts. With that dividend yield and NBV of KES 5.59, ideally in a functional exchange, it should drop like a hot potato. All that glitters..

Safaricom si KQ Laughing out loudly

Hehe. Wewe you are addicted to KQ


short-term vs long-term horizons.....

@Obiero Safaricom grows organically; KQ is kept afloat by Gov largess. Between the two, I would bet on the former for the long haul, the current setback in Ethiopia notwithstanding.

I could be wrong, but I think KQ was a short-term speculative play for you... you didn't plan on being locked in this long. No offense intended.

@Monk. That's true. They are not equal in any sense. And yes, the KQ sojourn has been lengthier than anticipated, but hope is eternal 😁

COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
MaichBlack
#23 Posted : Thursday, May 15, 2025 2:32:37 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,506
obiero wrote:
Monk wrote:
https://kenyanwallstreet.com/safaricoms-balance-sheet-takes-ksh-111b-hit-as-foreign-exchange-losses-bite/

Facts. With that dividend yield and NBV of KES 5.59, ideally in a functional exchange, it should drop like a hot potato. All that glitters..

Hot potato ni kama iliwekwa kwa freezer babaa!! 12 months high prints. 20/=.

You were bot only wrong, you were wrong, wrong!!!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
MaichBlack
#24 Posted : Thursday, May 15, 2025 2:35:15 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,506
VituVingiSana wrote:
obiero wrote:
Monk wrote:
https://kenyanwallstreet.com/safaricoms-balance-sheet-takes-ksh-111b-hit-as-foreign-exchange-losses-bite/

Facts. With that dividend yield and NBV of KES 5.59, ideally in a functional exchange, it should drop like a hot potato. All that glitters..

Safaricom si KQ Laughing out loudly

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero gets things the other way round more often than not.

If one listens to him and does exactly the opposite of what he is saying, they would make a killing!!!

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
VituVingiSana
#25 Posted : Thursday, May 15, 2025 3:27:42 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,161
Location: Nairobi
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
Monk wrote:
https://kenyanwallstreet.com/safaricoms-balance-sheet-takes-ksh-111b-hit-as-foreign-exchange-losses-bite/

Facts. With that dividend yield and NBV of KES 5.59, ideally in a functional exchange, it should drop like a hot potato. All that glitters..

Safaricom si KQ Laughing out loudly

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero gets things the other way round more often than not.

If one listens to him and does exactly the opposite of what he is saying, they would make a killing!!!

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Obiero is Kenya's Cramer!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#26 Posted : Thursday, May 15, 2025 3:49:34 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,634
Location: nairobi
VituVingiSana wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
Monk wrote:
https://kenyanwallstreet.com/safaricoms-balance-sheet-takes-ksh-111b-hit-as-foreign-exchange-losses-bite/

Facts. With that dividend yield and NBV of KES 5.59, ideally in a functional exchange, it should drop like a hot potato. All that glitters..

Safaricom si KQ Laughing out loudly

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero gets things the other way round more often than not.

If one listens to him and does exactly the opposite of what he is saying, they would make a killing!!!

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Obiero is Kenya's Cramer!

@Maichblack umeanza za ovyo bana 😂😂

COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
MaichBlack
#27 Posted : Friday, May 16, 2025 9:52:44 AM
Rank: Elder


Joined: 7/22/2009
Posts: 7,506
obiero wrote:
VituVingiSana wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
Monk wrote:
https://kenyanwallstreet.com/safaricoms-balance-sheet-takes-ksh-111b-hit-as-foreign-exchange-losses-bite/

Facts. With that dividend yield and NBV of KES 5.59, ideally in a functional exchange, it should drop like a hot potato. All that glitters..

Safaricom si KQ Laughing out loudly

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero gets things the other way round more often than not.

If one listens to him and does exactly the opposite of what he is saying, they would make a killing!!!

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Obiero is Kenya's Cramer!

@Maichblack umeanza za ovyo bana 😂😂

Laughing out loudly Laughing out loudly Laughing out loudly
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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