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Pan Africa Insurance 1H13 PAT jumps 266%
mibbz
#111 Posted : Wednesday, November 27, 2013 11:51:26 AM
Rank: Member

Joined: 2/18/2011
Posts: 448
Kausha wrote:
mibbz wrote:
King G wrote:
Kausha wrote:
@Mibbz you better leave KK out of your sums else you may suffer some reputational damage after March 2014.


@obiero will also say that of KQ.




@King G and @Obiero, we all know airline industry is very fluid but am expecting KQ to pull in around 850 Million, KK 250 Million, Mumias shall bearly break even but Pan Africa a conservative 1.15Billion....and am willing to put money where my mouth is.

2 goats for easter to a childrens home of your choice if you win and vis versa if i win,just 2 goats even if 5 guys like @Obiero and @Kausha plus of course yourself and others contribute for them,i shall supply mine alone.....What sayeth thee,in the name of charity?


@ Mibbz you are on. Obviously one can't predict all correctly so we will count the percentage.

on PAT basis
I have KQ between 650m -700m. The business is very fluid post travel advisories.
I have KK between 2B - 3B. The range is wide because of the asset sales, tax credits and right backs.
I got Pan africa somewhere between 600m - 750m.

I will give you my charity of choice. It's somewhere in Githurai and none of those Kiamaiko goats please. The children deserve quality goats.



@Kausha we are on,we shall do single sourcing of the goats to ensure highest quality for the kids.anybody willing to witness our arrangement? @KingG or @Obiero?
mibbz
#112 Posted : Wednesday, November 27, 2013 12:00:52 PM
Rank: Member

Joined: 2/18/2011
Posts: 448
Today no huge blocks of >50k,price stable at 99 and i can conclude the smaller chunks on offer must be profit taking by Wanjiku; 33k shares have moved thus far

Either the share is consolidating and getting ready to break past ksh 100 with force or it shall move downwards towards the ksh 95 support level

Risk takers get ready for the big move either way;profit taking is advised for the weak at heart.

ION i do hope this nuclear energy Pan Africa replicates Cabarcid. aren't shareholders heading back to the pre-bonus,pre-split price?

Making money 2013
King G
#113 Posted : Wednesday, November 27, 2013 12:08:50 PM
Rank: Elder

Joined: 6/20/2012
Posts: 3,855
Location: Othumo
mibbz wrote:
Kausha wrote:
mibbz wrote:
King G wrote:
Kausha wrote:
@Mibbz you better leave KK out of your sums else you may suffer some reputational damage after March 2014.


@obiero will also say that of KQ.




@King G and @Obiero, we all know airline industry is very fluid but am expecting KQ to pull in around 850 Million, KK 250 Million, Mumias shall bearly break even but Pan Africa a conservative 1.15Billion....and am willing to put money where my mouth is.

2 goats for easter to a childrens home of your choice if you win and vis versa if i win,just 2 goats even if 5 guys like @Obiero and @Kausha plus of course yourself and others contribute for them,i shall supply mine alone.....What sayeth thee,in the name of charity?


@ Mibbz you are on. Obviously one can't predict all correctly so we will count the percentage.

on PAT basis
I have KQ between 650m -700m. The business is very fluid post travel advisories.
I have KK between 2B - 3B. The range is wide because of the asset sales, tax credits and right backs.
I got Pan africa somewhere between 600m - 750m.

I will give you my charity of choice. It's somewhere in Githurai and none of those Kiamaiko goats please. The children deserve quality goats.



@Kausha we are on,we shall do single sourcing of the goats to ensure highest quality for the kids.anybody willing to witness our arrangement? @KingG or @Obiero?

please read my statement again, i was just pinpoiniting about @obiero's love for KQ which you are mocking. So cannot join in the charity play now.

o'wise mini ni team#CFC Stanbic bank & laggard Coop bank.
Thieves
Pesa Nane
#114 Posted : Wednesday, November 27, 2013 12:48:43 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
obiero wrote:
mibbz wrote:
obiero wrote:
@pan africa is a casino.. but I envy everyone who bought into it at the right time. as for profits, also look at shares issued. no need to compare spoons to forks!!! munanielewa?


@Obiero sikupati,spoons and forks can both be used to eat.....

wewe. can you drink soup using a spoon? in that, comparing pan africa to scom or kq to bamburi is simply not right.. these are firms wit totally different microenvironments


Fork?? smile smile
Pesa Nane plans to be shilingi when he grows up.
mibbz
#115 Posted : Wednesday, November 27, 2013 12:50:00 PM
Rank: Member

Joined: 2/18/2011
Posts: 448
King G wrote:
mibbz wrote:
Kausha wrote:
mibbz wrote:
King G wrote:
Kausha wrote:
@Mibbz you better leave KK out of your sums else you may suffer some reputational damage after March 2014.


@obiero will also say that of KQ.




@King G and @Obiero, we all know airline industry is very fluid but am expecting KQ to pull in around 850 Million, KK 250 Million, Mumias shall bearly break even but Pan Africa a conservative 1.15Billion....and am willing to put money where my mouth is.

2 goats for easter to a childrens home of your choice if you win and vis versa if i win,just 2 goats even if 5 guys like @Obiero and @Kausha plus of course yourself and others contribute for them,i shall supply mine alone.....What sayeth thee,in the name of charity?


@ Mibbz you are on. Obviously one can't predict all correctly so we will count the percentage.

on PAT basis
I have KQ between 650m -700m. The business is very fluid post travel advisories.
I have KK between 2B - 3B. The range is wide because of the asset sales, tax credits and right backs.
I got Pan africa somewhere between 600m - 750m.

I will give you my charity of choice. It's somewhere in Githurai and none of those Kiamaiko goats please. The children deserve quality goats.



@Kausha we are on,we shall do single sourcing of the goats to ensure highest quality for the kids.anybody willing to witness our arrangement? @KingG or @Obiero?

please read my statement again, i was just pinpoiniting about @obiero's love for KQ which you are mocking. So cannot join in the charity play now.

o'wise mini ni team#CFC Stanbic bank & laggard Coop bank.


@King G its ok, charity play is between @Kausha and Myself. are you interested in being a witness to the deal?

Boris Boyka
#116 Posted : Wednesday, November 27, 2013 10:30:26 PM
Rank: Veteran

Joined: 11/15/2013
Posts: 1,977
Location: Here
Kausha wrote:
King G wrote:
Kausha wrote:
@Mibbz you better leave KK out of your sums else you may suffer some reputational damage after March 2014.


@obiero will also say that of KQ.



@King KQ will make more money than Pan Africa for sure. KK will make more than the combination of all the above.

Just bear in mind there is no more refinery since June and that is 2-3 bob per litre back to oil marketers pockets. You also know these guys run on net margins of 3%.

@Kausha do u see a better TP or dividend or re"PUMA"
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
mibbz
#117 Posted : Thursday, November 28, 2013 4:05:43 AM
Rank: Member

Joined: 2/18/2011
Posts: 448
Just read thin on President UKs' facebook account,some photos were included in the statement


'President Uhuru Kenyatta signs the 2013 Micro-Finance Amendment, Tax Appeal Tribunal and Kenya Deport Insurance Amendment Bills at State House, Nairobi.'


Someone please confirm whether that is the one and only Insurance Act amendment that was part of the 2013/14 budget proposals.......

Anyone?
mibbz
#118 Posted : Thursday, November 28, 2013 12:00:49 PM
Rank: Member

Joined: 2/18/2011
Posts: 448
Seems when i said profit taking people actually followed, 36k shares on sale and 3k bids. sellers need to be calm and hold onto their stock so that the lopsided demand-supply curve can even out above 90 and consolidate past that. Big buyers are still there but awaiting a discount which sellers are easily giving.....Insurance amendment just passed and thats a huge plus for this industry

ION news, Carbacid is on steroids
S.Mutaga III
#119 Posted : Friday, November 29, 2013 10:35:37 AM
Rank: Member

Joined: 3/26/2012
Posts: 830
I hope it gets to sixty or fifty so that I can reload more of this stock except in the case of negative news. If it continues this nosedive, I will be the captain of this ship:)
A successful man is not he who gets the best, it is he who makes the best from what he gets.
Angelica _ann
#120 Posted : Friday, November 29, 2013 11:24:59 AM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
Let it come to 70s to get left passengers.
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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