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MaichBlack		#561 Posted : Monday, November 24, 2025 12:49:36 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,695		obiero wrote: Cometh the hour Usituuzie uoga. We are not buying!! 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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MaichBlack		#562 Posted : Monday, November 24, 2025 1:28:38 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,695		I have been a very worried man because as I have said in multiple posts here, I am a buyer of KCB till early next year. I have been loading up the the entire year. I have quite a number of shares but I want to have a ridiculously high number and hold "forever". As I was waiting for the next batch of money the prices went haywire. It went all the way 72. Given my abp in the 40s level I was finding it difficult to buy at those prices (emotions NOT fundamentals ). I sat it out. Now my finger is on the trigger. I am happy buying at 50s for my next batch even though 60s is still a bargain for a share whose eps for fy 2025 will be around Kshs. 25/=!!! 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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obiero		#563 Posted : Monday, November 24, 2025 9:35:03 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,044 Location: nairobi		MaichBlack wrote: I have been a very worried man because as I have said in multiple post here, I am a buyer of KCB till early next year. I have been loading up the the entire year. I have quite a number of shares but I want to have a ridiculously high number and hold "forever". As I was waiting for the next batch of money the prices went haywire. It went all the way 72. Given my abp in the 40s level I was finding it difficult to buy at those prices (emotions NOT fundamentals ). I sat it out. Now my finger is on the trigger. I am happy buying at 50s for my next batch even though 60s is still a bargain for a share whose eps for fy 2025 will be around Kshs. 25/=!!! All the best KQ ABP 4.48; MTN ABP 5.20
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MaichBlack		#564 Posted : Tuesday, November 25, 2025 3:53:03 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,695		obiero wrote: MaichBlack wrote: I have been a very worried man because as I have said in multiple post here, I am a buyer of KCB till early next year. I have been loading up the the entire year. I have quite a number of shares but I want to have a ridiculously high number and hold "forever". As I was waiting for the next batch of money the prices went haywire. It went all the way 72. Given my abp in the 40s level I was finding it difficult to buy at those prices (emotions NOT fundamentals ). I sat it out. Now my finger is on the trigger. I am happy buying at 50s for my next batch even though 60s is still a bargain for a share whose eps for fy 2025 will be around Kshs. 25/=!!! All the best @Obiero - This P/E ratio is based on what? KCB's EPS fy 2024 was 18.70/=. EPS for Q3 2025 is 19.12/=. Which EPS is bringing a P/E of 6.67??? 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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MaichBlack		#565 Posted : Tuesday, November 25, 2025 3:55:36 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,695		obiero wrote: MaichBlack wrote: I have been a very worried man because as I have said in multiple post here, I am a buyer of KCB till early next year. I have been loading up the the entire year. I have quite a number of shares but I want to have a ridiculously high number and hold "forever". As I was waiting for the next batch of money the prices went haywire. It went all the way 72. Given my abp in the 40s level I was finding it difficult to buy at those prices (emotions NOT fundamentals ). I sat it out. Now my finger is on the trigger. I am happy buying at 50s for my next batch even though 60s is still a bargain for a share whose eps for fy 2025 will be around Kshs. 25/=!!! All the best EPS = 2??? 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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obiero		#566 Posted : Wednesday, November 26, 2025 6:13:31 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,044 Location: nairobi		Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn KQ ABP 4.48; MTN ABP 5.20
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VituVingiSana		#567 Posted : Thursday, November 27, 2025 9:15:17 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,289 Location: Nairobi		obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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MaichBlack		#568 Posted : Thursday, November 27, 2025 9:22:19 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,695		VituVingiSana wrote: obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" 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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obiero		#569 Posted : Thursday, November 27, 2025 1:17:43 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,044 Location: nairobi		MaichBlack wrote: VituVingiSana wrote: obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" Hehe. Investment is an art. Watch and learn KQ ABP 4.48; MTN ABP 5.20
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MaichBlack		#570 Posted : Thursday, November 27, 2025 2:08:07 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,695		obiero wrote: MaichBlack wrote: VituVingiSana wrote: obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" Hehe. Investment is an art. Watch and learn Ingine ni wash and run!!! 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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VituVingiSana		#571 Posted : Thursday, November 27, 2025 2:39:49 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,289 Location: Nairobi		obiero wrote: MaichBlack wrote: VituVingiSana wrote: obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" Hehe. Investment is an art. Watch and learn Your MTN is a smart move. It will help reduce your hurt from KQ. Stay well, my friend. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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obiero		#572 Posted : Thursday, November 27, 2025 3:36:59 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,044 Location: nairobi		VituVingiSana wrote: obiero wrote: MaichBlack wrote: VituVingiSana wrote: obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" Hehe. Investment is an art. Watch and learn Your MTN is a smart move. It will help reduce your hurt from KQ. Stay well, my friend. Cheers dear friend. I am thinking of selling the MTN holding to add KQ. My KQ play is a long game and you know it. I am aware of the negative equity, I am aware of the loss position over the years, also in the know of recent capacity constraints. I see the negatives in HD, but I am onto something. Watch and learn KQ ABP 4.48; MTN ABP 5.20
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VituVingiSana		#573 Posted : Friday, November 28, 2025 12:32:47 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,289 Location: Nairobi		obiero wrote: VituVingiSana wrote: obiero wrote: MaichBlack wrote: VituVingiSana wrote: obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" Hehe. Investment is an art. Watch and learn Your MTN is a smart move. It will help reduce your hurt from KQ. Stay well, my friend. Cheers dear friend. I am thinking of selling the MTN holding to add KQ. My KQ play is a long game and you know it. I am aware of the negative equity, I am aware of the loss position over the years, also in the know of recent capacity constraints. I see the negatives in HD, but I am onto something. Watch and learn Asiyefunzwa na mamaye, hufunzwa na ulimwengu PW for KQ. MTN pays nice dividends. Grows profits. Anyway, your money so your call. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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