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Nation Media Group HY 2019 profit down 24%
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Ericsson
#21 Posted : Wednesday, August 28, 2019 4:58:10 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
murchr wrote:
Ericsson wrote:
murchr wrote:
Fyatu wrote:
murchr wrote:
Kusadikika wrote:
watesh wrote:
NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had


In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya.



The kikuyu space is overcrowded now. They still can make more in broadcast by getting a no news channel.


But if mr chairman left then may be an even more aggressive agenda can be pursued



They can start a strictly business/investment TV like CNBCA, Bloomberg or buyout Metropol TV and make it an East African thing. Judging by the number of Kenyans who are into investments be it mashinani, or humu humu wazua, i bet they can make advertising revenue


Or a full blown lifestyle TV. Movies, Music, entertainment news, etc


Make an acquisition of Zuku TV or Kwese Kenya Assets

True

They have the assets....Remember they closed down a Kiswahili station and bought an online magazine.....why not go full blown entertainment with that. That's a niche market that will soon be grabbed by Caroline Mutoko and the Star if they dont move fast


Do they have the content or the creators of content
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ericsson
#22 Posted : Wednesday, August 28, 2019 5:09:28 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
murchr wrote:
Ericsson wrote:
murchr wrote:
Fyatu wrote:
murchr wrote:
Kusadikika wrote:
watesh wrote:
NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had


In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya.



The kikuyu space is overcrowded now. They still can make more in broadcast by getting a no news channel.


But if mr chairman left then may be an even more aggressive agenda can be pursued



They can start a strictly business/investment TV like CNBCA, Bloomberg or buyout Metropol TV and make it an East African thing. Judging by the number of Kenyans who are into investments be it mashinani, or humu humu wazua, i bet they can make advertising revenue


Or a full blown lifestyle TV. Movies, Music, entertainment news, etc


Make an acquisition of Zuku TV or Kwese Kenya Assets


They have the assets....Remember they closed down a Kiswahili station and bought an online magazine.....why not go full blown entertainment with that. That's a niche market that will soon be grabbed by Caroline Mutoko and the Star if they dont move fast


Problem of NMG is the board,it's made of people who aren't progressive and stuck to the old way of doing things
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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murchr
#23 Posted : Wednesday, August 28, 2019 5:33:30 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Ericsson wrote:
murchr wrote:
Ericsson wrote:
murchr wrote:
Fyatu wrote:
murchr wrote:
Kusadikika wrote:
watesh wrote:
NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had


In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya.



The kikuyu space is overcrowded now. They still can make more in broadcast by getting a no news channel.


But if mr chairman left then may be an even more aggressive agenda can be pursued



They can start a strictly business/investment TV like CNBCA, Bloomberg or buyout Metropol TV and make it an East African thing. Judging by the number of Kenyans who are into investments be it mashinani, or humu humu wazua, i bet they can make advertising revenue


Or a full blown lifestyle TV. Movies, Music, entertainment news, etc


Make an acquisition of Zuku TV or Kwese Kenya Assets

True

They have the assets....Remember they closed down a Kiswahili station and bought an online magazine.....why not go full blown entertainment with that. That's a niche market that will soon be grabbed by Caroline Mutoko and the Star if they dont move fast


Do they have the content or the creators of content


They can acquire that - very available.
"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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FUNKY
#24 Posted : Wednesday, August 28, 2019 9:24:02 PM
Rank: Veteran

Joined: 4/30/2010
Posts: 1,635
We have maintained our interim dividend because of the level of confidence we have that the performance will improve in the second half of the year,” said Mr Kiboro, adding that the Group is deepening its investments in digital products to boost future returns for shareholders.
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watesh
#25 Posted : Thursday, August 29, 2019 7:51:16 AM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
murchr wrote:
Fyatu wrote:
murchr wrote:
Kusadikika wrote:
watesh wrote:
NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had


In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya.



The kikuyu space is overcrowded now. They still can make more in broadcast by getting a no news channel.


But if mr chairman left then may be an even more aggressive agenda can be pursued



They can start a strictly business/investment TV like CNBCA, Bloomberg or buyout Metropol TV and make it an East African thing. Judging by the number of Kenyans who are into investments be it mashinani, or humu humu wazua, i bet they can make advertising revenue


Or a full blown lifestyle TV. Movies, Music, entertainment news, etc

I agree, a separate channel for just news and another channel for just the entertaining content would be great. They Ksh6 billion in retained earnings so instead of talking of bonus or special dividend, they should use that to bring that print revenue share to below 20%. People born in the late 80s and onwards dont buy newspapers since they can get the content free on their website. The digital revenue is still a very tiny share of the current total revenue.
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Ebenyo
#26 Posted : Thursday, August 29, 2019 9:42:41 AM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
obiero wrote:
cnn wrote:
Investor briefing for half year on at this moment .

Mungu awe nanyi




hasante.I have changed strategy.Im now pro Benjamin Graham and Warren Buffet-value investing.
Towards the goal of financial freedom
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Ericsson
#27 Posted : Thursday, August 29, 2019 9:45:39 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Ebenyo wrote:
obiero wrote:
cnn wrote:
Investor briefing for half year on at this moment .

Mungu awe nanyi




hasante.I have changed strategy.Im now pro Benjamin Graham and Warren Buffet-value investing.


Share price opens at ksh.36
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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chiaroscuro
#28 Posted : Thursday, August 29, 2019 10:05:01 AM
Rank: Veteran

Joined: 2/2/2012
Posts: 1,134
Location: Nairobi
NMG revenue and profit have been on a downward trajectory since 2013.
2013; R=13.4bn; PBT=3.6bn
2014; R=13.3bn; PBT=3.6bn
2015; R=12.3bn; PBT=2.2bn
2016; R=11.3bn; PBT=1.7bn
2017; R=10.6bn; PBT=1.3bn
2018; R=9.7bn; PBT=1.1bn

Now they report a 24% drop in HY PBT

What do you think will happen by end of year?

The trend is very clear.

Time for those who are in to implement exit strategies - you do have exit strategies, don't you?
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obiero
#29 Posted : Thursday, August 29, 2019 10:27:16 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
chiaroscuro wrote:
NMG revenue and profit have been on a downward trajectory since 2013.
2013; R=13.4bn; PBT=3.6bn
2014; R=13.3bn; PBT=3.6bn
2015; R=12.3bn; PBT=2.2bn
2016; R=11.3bn; PBT=1.7bn
2017; R=10.6bn; PBT=1.3bn
2018; R=9.7bn; PBT=1.1bn

Now they report a 24% drop in HY PBT

What do you think will happen by end of year?

The trend is very clear.

Time for those who are in to implement exit strategies - you do have exit strategies, don't you?

And you can imagine that this comes after massive lay offs.. Less staff and increased losses.. Surely surely. The two men have messed us all up

KQ ABP 4.26
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sparkly
#30 Posted : Thursday, August 29, 2019 12:47:49 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
obiero wrote:
chiaroscuro wrote:
NMG revenue and profit have been on a downward trajectory since 2013.
2013; R=13.4bn; PBT=3.6bn
2014; R=13.3bn; PBT=3.6bn
2015; R=12.3bn; PBT=2.2bn
2016; R=11.3bn; PBT=1.7bn
2017; R=10.6bn; PBT=1.3bn
2018; R=9.7bn; PBT=1.1bn

Now they report a 24% drop in HY PBT

What do you think will happen by end of year?

The trend is very clear.

Time for those who are in to implement exit strategies - you do have exit strategies, don't you?

And you can imagine that this comes after massive lay offs.. Less staff and increased losses.. Surely surely. The two men have messed us all up


First family is in direct competition with NMG. NMG has shown great resilience not to have gone under by now.

NMG needs to adapt fast and grow revenue before they turn into another failed company:

1. Reinvigorate old revenue lines
a) Nation Courier - use assets to distribute more parcels as print paper distribution decreases;
b) Nation Business Directory - Should have gone online by now.
c) n-soko - Whatever happened to this?

2. Invest in new business lines:
a) Digital news distribution channels;
b) Events and promotions;
C) Niche market radio and TV stations;
d) Financial data services like Reuters.
Life is short. Live passionately.
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