Wazua
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Playing the market ..2026
Rank: Member Joined: 8/1/2019 Posts: 114
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:MaichBlack wrote:Kusadikika wrote:How much of the current market rally is being driven by Mansa X? Their Kenya Shilling Fund had 160+ billion shillings at the end of H1 2026. The NSE is small and even a fraction of that money will cause a rally. Could they be creating their own outsized returns by raising valuations caused by their own buying?🤔 160 Billion is approx. 3.9% of the NSE market cap. And they had they already had NSE holdings. Let's assume that was 2% already (being extreme on the lower side). That would put new purchases at 1.9% on the higher side. How would this cause a sustained market rally??? And how would one hope to cause a rally by buying and no slump while offloading the same volume. It would be a zero sum game!! Same demand  CGEN shareholders are looking to exit as the price dips. Why was it rising with crazy multiples. Teach me master Some shareholders exiting part or whole of their positions after 10x gains in 2 years. Their shares. Their profits. Has Paul Wander Ndungu exited? I do not think so. Why? He has Diamond Hands. https://x.com/kahome_ste...089374222833398076?s=20
Meanwhile, others are looking at 460 in 8.5 months after FY26 results are announced. As long as it keeps growing at crazy rates we can even see 600 by end of 2027. I think we can see 1000 by the next 5yrs.
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Rank: Chief Joined: 1/3/2007 Posts: 18,441 Location: Nairobi
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McGill wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:MaichBlack wrote:Kusadikika wrote:How much of the current market rally is being driven by Mansa X? Their Kenya Shilling Fund had 160+ billion shillings at the end of H1 2026. The NSE is small and even a fraction of that money will cause a rally. Could they be creating their own outsized returns by raising valuations caused by their own buying?🤔 160 Billion is approx. 3.9% of the NSE market cap. And they had they already had NSE holdings. Let's assume that was 2% already (being extreme on the lower side). That would put new purchases at 1.9% on the higher side. How would this cause a sustained market rally??? And how would one hope to cause a rally by buying and no slump while offloading the same volume. It would be a zero sum game!! Same demand CGEN shareholders are looking to exit as the price dips. Why was it rising with crazy multiples. Teach me master Some shareholders exiting part or whole of their positions after 10x gains in 2 years. Their shares. Their profits. Has Paul Wander Ndungu exited? I do not think so. Why? He has Diamond Hands. https://x.com/kahome_ste...089374222833398076?s=20
Meanwhile, others are looking at 460 in 8.5 months after FY26 results are announced. As long as it keeps growing at crazy rates we can even see 600 by end of 2027. I think we can see 1000 by the next 5yrs. There has to be some sort of consolidation at some points. That's okay and normal. Yes, I agree that IF it can keep up the growth in EPS then we can look at some sweet gains in the price. Watu, a huge contributor, is in 10 countries. Some, eg LATM, are new markets and will take time to mature. They will have to spend a lot to gain traction before they become profitable. C&G, without Watu, is also doing well but there are many headwinds especially in 2027. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,479 Location: nairobi
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MaichBlack wrote:VituVingiSana wrote:obiero wrote:obiero wrote:Hehe. You really make my days lively. Where would I be, without you DTB hits the sweet spot. Consider partial offload at KES 200 @Maich - Time to buy DTB as soon as it touches 200!!!! Let's recap in April 2028 after FY2027 results are out. Thanks @VVS. I have been building a war chest for Dangote Refineries. I want to talk to SBG next week and understand what is in store for us. The information out there is not consistent and Dangote himselfu keeps confusing me in interviews. Mara they want to give priority to retail investors, mara sijui Nigerians bla bla bla etc. I want to understand the likely structure so that I know if I should keep building the war chest or deploy my resources elsewhere. The idea is to throw all cash I will be having at Dangote Refineries then get back to NSE with the refund and new cash. I am NOT selling any of my current holdings though to fund the participation in the IPO. Just new resources. And all dividends!! TPSEA waking up COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 7/22/2009 Posts: 8,060
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MaichBlack wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:IMH cools off at KES 60 Next Day Updates: IMH uncools off at KES 66/=. Volume brother. Don't expose yourself Look at the real time data (bids and offers) and understand it. Don't expose yourself @Obiero. As we speak, demand quantity is 1,131,859 and bid price is 65/=. Shares on offer are only 157,811 with no one willing to sell at 65/= I hope you understand this @Obiero and I don't have to explain furthet!!! You are quite deluded boss, but time will heal. No one is willing to buy is the better view. In my assessment, IMH has reached fair value Your view is not required here. It is the (real time) data.When I posted, the DEMAND was 1,131,859 with a bid price price of 65/=. I hope you know what that means in basic terms. The supply was 157,811 with all offer prices above 65/=. I hope you also know what that means. If you seriously don't understand the above, then we should not be having this conversation!! It is not about feelings and opinions. Real actual data! You are entitled to your own opinions but not your own facts!! 69/= prints!!!People need to learn the basics! Even mama mboga cannot survive in business if she does not understand supply and demand and its obvious effect on price. Data, not personal opinions!Kaende kaende!! Vapor volumes persists. Pump and dump in full effect. Best of luck newbie Sell this thing today or latest tomorrow, fair value has been well and truly achieved. What if it goes to KES 90 or KES 100+, you ask. I am a trader, so that will no longer be my concern. Div yield now headed to 5% p.a range. A good dancer knows when to leave the stage. In victory you must learn to know when enough is enough Good morning @Obiero. 75/= prints!! Ignoring @Obiero making Kenyans rich since 1902!! 78.50 Sweeeet!!! Yet another day for the market to remind everyone never to listen to @Obiero!! Go through this message and see not only what he was saying but the force and conviction he was saying it with!! And it is not one off or a fluke. It is consistent. In the same short period, he did the same with KCB (he didn't have KCB though. Just said it was headed to 48/= and people should run!) and Coop! Then used all the money to buy KQ. Two weeks later they reported a 12 Billion half year loss. Share price tanked. @Obiero bailed out at sub 5.50/= and urged everyone to get out at 5.50/= after that the share price recovered!! 92/= prints!!! It hasn't even been 2 months since I posted this!!! #111 Posted : Friday, August 21, 2026 11:52:27 AM 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: 7/22/2009 Posts: 8,060
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I&M Bank wins Sh713m tax fight with KRA over bad debtsNever 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: 8/16/2011 Posts: 2,433
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November or Yesvember is here and expect breaking news from Co-op Bank the Member as it announces 3/4 YR
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Rank: Elder Joined: 7/22/2009 Posts: 8,060
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Realtreaty wrote: November or Yesvember is here and expect breaking news from Co-op Bank the Member as it announces 3/4 YR Clue us in. What breaking news? Usikuwe kama yule jamaa wa watch and learn kila saa!  Actionoable info muhimu. Hata kama it is not official yet! Especially when it is not official yet!! 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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