Wazua
»
Investor
»
Stocks
»
SCOM at Kshs. 4
Rank: Elder Joined: 2/7/2007 Posts: 11,935 Location: Nairobi
|
VituVingiSana wrote:Oh, if only I could short naked Safaricom...  ...You nuts!  Nothing great was ever achieved without enthusiasm.
|
|
|
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
|
@Guru i said below '4 bob'...anyways i sold KPLC to continue buying KQ i believe the price will continue to dip as the share has gone EX-DIV...
|
|
|
Rank: New-farer Joined: 9/3/2010 Posts: 8
|
@Vitu, am talking about Indian Companies like Triton, Car track and the other one that was competing with DSTV, among others. Here check this links about Bharti Airtel Ltd  http://www.cn-c114.net/576/a544805.html
http://www.cn-c114.net/576/a532275.html
Safcom is a Kenyan company and it's here to stay.
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,259 Location: Nairobi
|
Triton & Car Track were Kenyan firms... As far as Safaricom is concerned... well, seems you are a shareholder but I am sorry to say that as long as Zain-Airtel & YU-Essar keep it up, the profits at Safaricom will suffer! Nobody has said Safaricom will collapse lakini I see 3.50 by Sep 2011 coz of intense competition from Zain-Airtel & YU-Essar in Voice + Data competition from Zuku & Orange... Even M-Pesa will see competition from Zap, Yu Cash & Orange Money... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 7/26/2007 Posts: 6,514
|
the deal wrote:I'm watching Scom with a hawks eyes at below 4 bob i will definitely go in and average down...the price wars can not be sustained.... Price war can't be sustained, soon everyone will die except our holy beloved Safcon... Safcon back at 6/=, its a KENYAN company mazee...we have 40% shares....those British dont exist... I believe Hallelujah I believe....the universe rotates around the Earth! Business opportunities are like buses,there's always another one coming
|
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
KulaRaha wrote:the deal wrote:I'm watching Scom with a hawks eyes at below 4 bob i will definitely go in and average down...the price wars can not be sustained.... Price war can't be sustained, soon everyone will die except our holy beloved Safcon... Safcon back at 6/=, its a KENYAN company mazee...we have 40% shares....those British dont exist... I believe Hallelujah I believe....the universe rotates around the Earth! I think there needs to be more economics taught in schools because someone saying that the price wars can't be sustained is bordering on ignorant.... Mark 12:29
Deuteronomy 4:16
|
|
|
Rank: Veteran Joined: 7/24/2008 Posts: 781
|
I needs to come to around a p/e of 10....right now its at 11.7...with the dividends it doesnt look so bad....its now officially a slow growth stock. 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.
|
|
|
Rank: Member Joined: 3/17/2008 Posts: 567 Location: Nairobi
|
Theyve stopped with immediate effect all recruitment. What will be their next step?
|
|
|
Rank: Elder Joined: 7/26/2007 Posts: 6,514
|
Pablo wrote:Theyve stopped with immediate effect all recruitment. What will be their next step? Retrenchement during the months of Oct, Nov, Dec... Shareholder value, peculiar habits.... Business opportunities are like buses,there's always another one coming
|
|
|
Rank: Elder Joined: 3/2/2007 Posts: 8,776 Location: Cameroon
|
Safaricom might just make a huge loss in the near future. Voice revenue may drop from 60B to an optimistic 40B. That writes off the entire 20B profit made last year, ceteris paribus. Bolt!! TULIA.........UFUNZWE!
|
|
|
Rank: Elder Joined: 9/7/2010 Posts: 2,148 Location: elderville
|
KulaRaha wrote:Pablo wrote:Theyve stopped with immediate effect all recruitment. What will be their next step? Retrenchement during the months of Oct, Nov, Dec... Shareholder value, peculiar habits.... That looks like the most likely outcome. And I have friends and family working for them. Worrying. On the one hand I don't like being exploited by companies charging way too much and making supernatural profits and on the other I don't want my family and friends to lose jobs. He who can express in words the ardour of his love, has but little love to express. - Petrach, Son. (That men by various ways arrive at the same end. - Montaigne, The Essays of.)
|
|
|
Rank: Elder Joined: 6/27/2008 Posts: 4,114
|
Lesson: Do not be emotional about stocks. Nothing is real unless it can be named; nothing has value unless it can be sold; money is worthless unless you spend it.
|
|
|
Rank: Elder Joined: 7/26/2007 Posts: 6,514
|
Elder wrote:KulaRaha wrote:Pablo wrote:Theyve stopped with immediate effect all recruitment. What will be their next step? Retrenchement during the months of Oct, Nov, Dec... Shareholder value, peculiar habits.... That looks like the most likely outcome. And I have friends and family working for them. Worrying. On the one hand I don't like being exploited by companies charging way too much and making supernatural profits and on the other I don't want my family and friends to lose jobs. I agree 100%. But where do we balance between crazy profits and job losses? This is a terrible situation. Business opportunities are like buses,there's always another one coming
|
|
|
Rank: Elder Joined: 2/10/2007 Posts: 1,587
|
I do not know what other cards MJ has. Me thinks all the service providers are bleeding and they might just strike a deal, where they may increase the prices upwards, oil industry-like
|
|
|
Rank: Elder Joined: 7/21/2010 Posts: 6,192 Location: nairobi
|
Orange said voice is dead,voice cant die alone the company follows suit. "Don't let the fear of losing be greater than the excitement of winning."
|
|
|
Rank: Elder Joined: 12/6/2008 Posts: 3,558
|
@pkoli, there is no need to form a cartel (by the way bharti and others were forced to meet and raise 'permanent' costs just friday this week in india), apart from the share price and profits sliding by half, safcom has everything to gain by slushing cost further. Let him give a profit warning, reassure shareholders and slush tarrifs to 1.50/- on a promotional offer and watch the other guy bleed to death. If he lets it continue to survive through a deal, it could turn round on us in future. I say strike when the iron is hot. I have seen the september 15 figures and zain gained dot and are now in a major loss position, meanwhile bharti has lost 15% market share in Africa to Vodafone. With their 10bill usd loan for zain africa and their fast eroding profits in india, zain kenya is doing its swan dance. Meru Holiness
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,259 Location: Nairobi
|
The jamaas at Airtel are very, very smart! Instead of paying Tens of Millions maybe even 100mn+ to ad agencies or advertisers like ScanGroup or Nation Media... they have gained Kenyans attention & loyalty by CUTTING prices! Kenyans were fed up of seeing another name (KenCell - Celtel - Zain - Airtel) but thanks to the 3/- offer people KNOW about Airtel. The media reports it all the time. Even if Zain-Airtel were to change names, people dont care! They want the 3/- offer! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
|
@Much Know nice strategy...MJ should issue a profit warning & slash calling rates to all networks to 1.50 bob...hahahahahaha i'm sure a few executives @ Zain will go bald...
|
|
|
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
|
the deal wrote:@Much Know nice strategy...MJ should issue a profit warning & slash calling rates to all networks to 1.50 bob...hahahahahaha i'm sure a few executives @ Zain will go bald... If he does such a thing, the share will be trading at 1 bob. You will be buying your nephews and nieces sweets and the little kids will be telling you eagerly, ''Unko, si ungetununulia tu shares za Safaricom'' GOD BLESS YOUR LIFE
|
|
|
Rank: Elder Joined: 7/26/2007 Posts: 6,514
|
Much Know wrote:@pkoli, there is no need to form a cartel (by the way bharti and others were forced to meet and raise 'permanent' costs just friday this week in india), apart from the share price and profits sliding by half, safcom has everything to gain by slushing cost further. Let him give a profit warning, reassure shareholders and slush tarrifs to 1.50/- on a promotional offer and watch the other guy bleed to death. If he lets it continue to survive through a deal, it could turn round on us in future. I say strike when the iron is hot. I have seen the september 15 figures and zain gained dot and are now in a major loss position, meanwhile bharti has lost 15% market share in Africa to Vodafone. With their 10bill usd loan for zain africa and their fast eroding profits in india, zain kenya is doing its swan dance. Share those Sept figures with us Business opportunities are like buses,there's always another one coming
|
|
|
Wazua
»
Investor
»
Stocks
»
SCOM at Kshs. 4
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|