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Safaricon the most EXPENSIVE provider
qw25041985
#111 Posted : Saturday, August 21, 2010 3:03:56 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
@deal and all those who are aganist bharti. Stop ignorance. First study their widely adopted model.If bharti were to replicate their indian model in kenya i believe they cn bag a huge chunk of the 5 bob economy. And lets face it thats where the real money is @ .
Your future depends on your dreams so go to sleep !
Jamani
#112 Posted : Saturday, August 21, 2010 3:04:31 PM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
sparkly wrote:
guru267 wrote:
sparkly wrote:
Will someone tell me please, those who are selling safaricom, what are they buying?

KCB

@guru kcb is def a good buy coz its under-valued viz its peers. selling saf to buy kcb is not wise because saf is a market leader in its industry, has no peers and in any case has been preparing itself for lower AARPU on voice. @jamani those holding cash during this sweet bull will regret.

@sparkly thank you for being spot on, those selling most are unsure, its panick selling so they are holding thier cash and the rest is as you say above
Jamani
#113 Posted : Saturday, August 21, 2010 3:10:13 PM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
qw25041985 wrote:
@deal and all those who are aganist bharti. Stop ignorance. First study their widely adopted model.If bharti were to replicate their indian model in kenya i believe they cn bag a huge chunk of the 5 bob economy. And lets face it thats where the real money is @ .

@ qw, Kenya is a peculiar market copy paste doesnt necessarily work here ask SA companies
the deal
#114 Posted : Saturday, August 21, 2010 3:37:54 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
waaaah i plunged into the red since Friday Afternoon...having bought this great Company @ 5.50 theres no need to Sell at a loss...my fingers will get roasted for sure...i will cost average even at 2.50 bob...but its a matter of time before this so called corrupt regulators screw everyone...ERC-KK,CCK-Scom,CBK-Banks and Cement-cheap imports...

For now let me enjoy my holiday guys...

Loosing money on the stock exchange is a reality...
Jamani
#115 Posted : Saturday, August 21, 2010 3:40:23 PM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
the deal wrote:
waaaah i plunged into the red since Friday Afternoon...having bought this great Company @ 5.50 theres no need to Sell at a loss...my fingers will get roasted for sure...i will cost average even at 2.50 bob...but its a matter of time before this so called corrupt regulators screw everyone...ERC-KK,CCK-Scom,CBK-Banks and Cement-cheap imports...

For now let me enjoy my holiday guys...

Loosing money on the stock exchange is a reality...


You only loose if you sell in a panick
bartum
#116 Posted : Saturday, August 21, 2010 11:03:06 PM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
Jamani wrote:
the deal wrote:
waaaah i plunged into the red since Friday Afternoon...having bought this great Company @ 5.50 theres no need to Sell at a loss...my fingers will get roasted for sure...i will cost average even at 2.50 bob...but its a matter of time before this so called corrupt regulators screw everyone...ERC-KK,CCK-Scom,CBK-Banks and Cement-cheap imports...

For now let me enjoy my holiday guys...

Loosing money on the stock exchange is a reality...


You only loose if you sell in a panick

signs of desparation,you may sell after the holiday at a loss, take care
qw25041985
#117 Posted : Saturday, August 21, 2010 11:52:23 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
I see scom reaching 4.00 bob . Coz definately the future is bleek as far as voice revenue is concernd.
No one cn convince me that scom's revenues willnt continue dwindling as the statutory rates keep on falling year after year. And mj will be lossing more hair than his bald cn allow !!!
Your future depends on your dreams so go to sleep !
Jamani
#118 Posted : Sunday, August 22, 2010 5:30:06 AM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
qw25041985 wrote:
I see scom reaching 4.00 bob . Coz definately the future is bleek as far as voice revenue is concernd.
No one cn convince me that scom's revenues willnt continue dwindling as the statutory rates keep on falling year after year. And mj will be lossing more hair than his bald cn allow !!!


Qw, Well what you state above is true, infact safaricom themselves have said this in many words in thier report for 2009. They expected the numbers to go down by about 10 to 15% if i can remember well and also voice revenue to come down. But profits they will still maintain similar to last year or with a slight increase. As for zain, well being philathropic is good but not directly to your business, they have made a nice try but a wrong move, i wish them well however safaricom will still be the market leader and i also expect thier price to come lower than 4 due to panic selling so that i can stock-up even more...... am not trying to convince you or anyone else this is just my opinion and you can hold yours thats what makes this forum what it is
sheep
#119 Posted : Sunday, August 22, 2010 12:32:50 PM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
apparently data & mpesa contributed to around 50% of Safcom profits...MJ is really walking the talk..so if voice revenues fall by half,data will atleast save the day...expect vigorous expansion into the isp business...I hope BOB-CALL-MORE will have a clear strategy like MJ....heck even Safcom bank.
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
guru267
#120 Posted : Sunday, August 22, 2010 12:44:03 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
sheep wrote:
apparently data & mpesa contributed to around 50% of Safcom profits...

@sheep you sure about what you saying???
Mark 12:29
Deuteronomy 4:16
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