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Safaricom at 4 bob...
Sufficiently Philanga....thropic
#151 Posted : Thursday, November 08, 2012 3:18:34 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
All supply at KES.4.50 cleaned just before market close. Should results impress(9B plus), we would be in for a seller's market tomorrow and 5 bob could print as early as tomorrowPray
@SufficientlyP
Sufficiently Philanga....thropic
#152 Posted : Thursday, November 08, 2012 3:20:45 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
murchr wrote:
hisah wrote:
Results tomorrow at 3pm. Stay tuned. I expect PAT H1 2012 to double H1 2011 i.e. 100% from 4B to 8B. My best estimate is H1 2012 PAT comes in at 9.6B - 10B. If best case, then 4.80 - 5/- will be tested.


Someone pass me some popcorn

@SufficientlyP
hisah
#153 Posted : Thursday, November 08, 2012 4:13:22 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
H2 2011 vs H2 2012 expected double digit growth. H2 2011 PAT was 8B. So at 10% growth H2 2012 should be around 8.8B. That should see full year PAT around 17B vs 12B of 2011 or 41% PAT growth. That's my estimate.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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