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Safaricom FY 2014 results +31% profit after tax
Rank: Elder Joined: 2/26/2012 Posts: 15,980
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M-Shwari: 3.6m active customers, Kshs 4.0bn on deposit, Kshs 1.2bn on loan with NPLs at 2.7% down from 4.0% 2013 customers - 2.5m in 2013 to 6.8m 2014 "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Member Joined: 10/9/2009 Posts: 311
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Approaching half a billion dollars PBT. Madness. Katika Jangwa la Jangili ndipo Pwagu hupata Pwaguzi.
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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Mr.market says there is nothing to be excited about. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 6/14/2010 Posts: 521 Location: Nairobi
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mlennyma wrote:Mr.market says there is nothing to be excited about. Interesting how the market reacts to seemingly good news. 
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Rank: Member Joined: 1/31/2007 Posts: 304
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mlennyma wrote:Mr.market says there is nothing to be excited about. At current prices safaricom should be doing atleast 40Billion in net profit.. It p/e at current prices is above 20 which makes it one of the most expensive stocks in the market
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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40b profit would give it an earning per share of a bob,profit which they cant attain any time soon,now they are paying over 18b almost all profit as dividend.my soft feeling is that the next reporting is highly likely to be a profit decline. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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mlennyma wrote:40b profit would give it an earning per share of a bob,profit which they cant attain any time soon,now they are paying over 18b almost all profit as dividend.my soft feeling is that the next reporting is highly likely to be a profit decline. mlennyma #47 Posted : Friday, November 09, 2012 7:51:04 PM wrote:My bet is that safcom will be flat or in loss territory next financial year,it now looks rossy because we are comparing with last years worst ever perfomance...above 5.50 is a sell to me. How long have you waited for this my broda? RinkTech companies dont play in the same league as the rest "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 7/22/2009 Posts: 7,460
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murchr wrote:mlennyma wrote:40b profit would give it an earning per share of a bob,profit which they cant attain any time soon,now they are paying over 18b almost all profit as dividend.my soft feeling is that the next reporting is highly likely to be a profit decline. mlennyma #47 Posted : Friday, November 09, 2012 7:51:04 PM wrote:My bet is that safcom will be flat or in loss territory next financial year,it now looks rossy because we are comparing with last years worst ever perfomance...above 5.50 is a sell to me. How long have you waited for this my broda? RinkTech companies dont play in the same league as the rest  Hii wazua ukifanya mchezo utatolewa nguo mchana. He he he. You better be sure of what you are saying! And when you are wrong, admit or let it go. Someone unearthing a post you made 2 years ago to show why what you are saying today is probably wrong - from your history - is not a joke. @murchr - Unearthing that single post is worth a thousand words! Nice!!! 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: Chief Joined: 8/4/2010 Posts: 8,977
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If this elephant is to test 20/- it must take out 15/- For now the steam is off, but any M&A deal should get the steam back as well as rosy H1 results later in Nov 2014. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Innovation is key here, how will safcom keep you spending your money though them, thats all. I can see where they are going next with all this fiber layout. The future can only be bright. "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Veteran Joined: 11/20/2009 Posts: 1,402
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MaichBlack wrote:murchr wrote:mlennyma wrote:40b profit would give it an earning per share of a bob,profit which they cant attain any time soon,now they are paying over 18b almost all profit as dividend.my soft feeling is that the next reporting is highly likely to be a profit decline. mlennyma #47 Posted : Friday, November 09, 2012 7:51:04 PM wrote:My bet is that safcom will be flat or in loss territory next financial year,it now looks rossy because we are comparing with last years worst ever perfomance...above 5.50 is a sell to me. How long have you waited for this my broda? RinkTech companies dont play in the same league as the rest Hii wazua ukifanya mchezo utatolewa nguo mchana. He he he. You better be sure of what you are saying! And when you are wrong, admit or let it go. Someone unearthing a post you made 2 years ago to show why what you are saying today is probably wrong - from your history - is not a joke. @murchr - Unearthing that single post is worth a thousand words! Nice!!!
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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time me next year as the decline now comes. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mlennyma wrote:time me next year as the decline now comes. At least quantify your decline expectations. What threats do you see? E.g. Loss of business/sales, harsh mobile money price war, big M&A from another telco etc. What else could kill the cashflow? $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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And now a 14B national security deal. http://mobile.nation.co..../-/13jpvbf/-/index.html
And some expect cck to tame this thing... Follow the money. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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This gvt deals might save this elephant. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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wazua is all about personal opinions and if we were to witch hunt by retrieving posts so many hav had opinions which never came through. its not sinful if my view on safaricom two years back is still the same,it might not come to pass but iam entitled to it and I don't force murchr to buy my opinion...you must be very idle "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 9/30/2013 Posts: 659
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Person of Interest like. If you stay ready, no need to get ready.
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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mlennyma wrote:wazua is all about personal opinions and if we were to witch hunt by retrieving posts so many hav had opinions which never came through. its not sinful if my view on safaricom two years back is still the same,it might not come to pass but iam entitled to it and I don't force murchr to buy my opinion...you must be very idle
Agreed! True that. Let us not witchunt but educate each other roho safi! That is why i only take serious two opinions in this forum because theirs come complete with why? Others you read and digest but still research alot! 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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Rank: Elder Joined: 10/18/2008 Posts: 3,434 Location: Kerugoya
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mlennyma wrote:wazua is all about personal opinions and if we were to witch hunt by retrieving posts so many hav had opinions which never came through. its not sinful if my view on safaricom two years back is still the same,it might not come to pass but iam entitled to it and I don't force murchr to buy my opinion...you must be very idle
I beg to disagree. Personal opinion ceases to be personal the moment you make it public. The moment you make it public, then be prepared to be interrogated, verified and made fun off. Again, your post was okay until you scripted the words "you must be very idle" which got me thinking. Murchr either has a system that enables him to search thread/posts by name and topic or he has a very good memory, both scenarios which scare me. Finally, I hold your right to post your opinion here sacred and will defend that right by all means.
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Safaricom FY 2014 results +31% profit after tax
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