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Is Uganda's Umeme IPO a Bargain?
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obiero
#101 Posted : Thursday, June 12, 2025 11:41:37 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
UGX 602B LOSS BEFORE TAX for year ended Dec 2024

KQ ABP 4.26
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VituVingiSana
#102 Posted : Friday, June 13, 2025 9:39:45 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,344
Location: Nairobi
obiero wrote:
UGX 602B LOSS BEFORE TAX for year ended Dec 2024

Huge write-down of intangibles reflecting the amount that is in dispute.
Shida of dealing with governments.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Kusadikika
#103 Posted : Tuesday, June 17, 2025 3:19:38 PM
Rank: Elder

Joined: 7/22/2008
Posts: 2,721
Dropping 10 percent every day as people bail out. What are you doing?

a) Holding: Nakaa ngumu till payment. I have time and know we will win in London.

b) Selling: I am bailing out. A shilling in hand is worth 2 in the bush.

c) Buying: I am buying. I have time to wait. Museveni will lose in London and will have to pay big time.
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obiero
#104 Posted : Tuesday, June 17, 2025 5:05:14 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
Kusadikika wrote:
Dropping 10 percent every day as people bail out. What are you doing?

a) Holding: Nakaa ngumu till payment. I have time and know we will win in London.

b) Selling: I am bailing out. A shilling in hand is worth 2 in the bush.

c) Buying: I am buying. I have time to wait. Museveni will lose in London and will have to pay big time.

Definitely selling since the unknowns are immense

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jmichi
#105 Posted : Wednesday, June 18, 2025 4:58:35 PM
Rank: Member

Joined: 1/26/2007
Posts: 32
Location: limuru
Personally am confused. The loss is too huge (43% as of today) such that no need to bail out as damage has already been done. Considering its the largest holding I got, option is only only to hope against hope.
never outshine your master......robert green
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obiero
#106 Posted : Wednesday, June 18, 2025 6:43:15 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
jmichi wrote:
Personally am confused. The loss is too huge (43% as of today) such that no need to bail out as damage has already been done. Considering its the largest holding I got, option is only only to hope against hope.

If you are liquid enough to write off your investment in UMME as a whole without any impact on your livelihood, then you have chosen an acceptable option. Otherwise dump this skunk. Next stop KES 7.36 https://afx.kwayisi.org/nse/umme.html

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  | | Edit by user: Wednesday, June 18, 2025 6:51 PM | Reason: Not specified
obiero
#107 Posted : Wednesday, June 18, 2025 6:55:24 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
mwekez@ji wrote:
maka wrote:
mwekez@ji wrote:
Umeme makes first trade at NSE, electronic share transfer goes live

Uganda power distributor’s shares traded for the very first time on Wednesday at the Nairobi bourse, following the activation of the regional inter-depository transfer mechanism (RITM).

Umeme’s shares were cross-listed at the Nairobi Securities Exchange (NSE) seven months ago but the lack of an appropriate infrastructure to allow for the quick transfer of shares has hindered trading, despite the counter being one of the most traded at the Uganda Securities Exchange (USE).

The counter saw a trade of 1,000 shares at the NSE at Ksh13 ($0.15) compared to 125,059 shares traded at the USE at an average price of Ush360 ($0.14).

Apart from increasing the liquidity of cross-listed shares and providing exposure for the companies, investors will also be able to take advantage of pricing differences in the different markets, if they can make a profit from the strategy.

.....................................................................................................................................................

Is there a platform that give live prices of counters at USE, DSE and RSE?


Triangular arbitrage?


That must be the technical term for this. Looks possible in these markets now that regional inter-depository transfer mechanism (RITM) has been activated. We however need live feed for counters at USE, DSE and RSE. My thoughts.

Playstore USE Easy Portal

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jmichi
#108 Posted : Thursday, June 19, 2025 9:58:34 AM
Rank: Member

Joined: 1/26/2007
Posts: 32
Location: limuru
Based on the amount already paid by Uganda Govt and the financial results declared could any wazua help in analysis to project how much umeme would propose assuming they were fair.

Additionally, does any one know arbitrition time table?

I need to make a risky decision ..with my over 200k shares held..

Am trying to gather as much info as posible but in vain.
never outshine your master......robert green
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obiero
#109 Posted : Thursday, June 19, 2025 6:38:52 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
jmichi wrote:
Based on the amount already paid by Uganda Govt and the financial results declared could any wazua help in analysis to project how much umeme would propose assuming they were fair.

Additionally, does any one know arbitrition time table?

I need to make a risky decision ..with my over 200k shares held..

Am trying to gather as much info as posible but in vain.


The current share price of Umeme Limited (UMME) is KES 11.90. Umeme began the year with a share price of 16.75 KES but has since lost 29% off that price valuation, ranking it 62nd on the NSE in terms of year-to-date performance. Shareholders’ worries are compounded by the fact that UMME has lost 24% of the stock’s value from May 20th to date. Fair value KES 7.36

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jmichi
#110 Posted : Thursday, June 19, 2025 11:11:42 PM
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Joined: 1/26/2007
Posts: 32
Location: limuru
Disheartening ..
never outshine your master......robert green
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