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Thoughts on TPS Serena
kimanimsc
#51 Posted : Wednesday, August 24, 2016 12:33:34 PM
Rank: Member

Joined: 5/4/2015
Posts: 241
Location: Kahno
Courtesy
HY 2016

Sales 2.656219b vs. 2.671950b -0.589%
Profit before interest, depreciation and taxation 170.411m vs. 182.432m -6.589%
Net interest cost [54.781m] vs. [108.005m] -49.279%
Depreciation on property, plant and equipment [189.786m] vs. [213.881m] -11.266%
Loss before income tax [74.156m] vs. [139.454m] -46.824%
Loss after taxation [57.627m] vs. [97.284m] -40.764%
Loss attributable to equity holders of the company [77.593m] vs. [112.010m] -30.727%
EPS [0.43] vs. [0.61] -29.508%
Currency translation differences [56.461m] vs. [358.713m] -84.260%
Equity 9.571263b vs. 9.956492b -3.869%
Cash and cash equivalents at the end of the period 12.647m vs. [318.273m] +103.974%
Aguytrying
#52 Posted : Wednesday, August 24, 2016 1:04:00 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
kimanimsc wrote:
Courtesy
HY 2016

Sales 2.656219b vs. 2.671950b -0.589%
Profit before interest, depreciation and taxation 170.411m vs. 182.432m -6.589%
Net interest cost [54.781m] vs. [108.005m] -49.279%
Depreciation on property, plant and equipment [189.786m] vs. [213.881m] -11.266%
Loss before income tax [74.156m] vs. [139.454m] -46.824%
Loss after taxation [57.627m] vs. [97.284m] -40.764%
Loss attributable to equity holders of the company [77.593m] vs. [112.010m] -30.727%
EPS [0.43] vs. [0.61] -29.508%
Currency translation differences [56.461m] vs. [358.713m] -84.260%
Equity 9.571263b vs. 9.956492b -3.869%
Cash and cash equivalents at the end of the period 12.647m vs. [318.273m] +103.974%


This company has had a rough time, the sector is brutal, so too have the shareholders.
Lets see how peak season turns out. But at 18 its going at a throw away price. Management is pushing for a rebound towards Q4 2016. with july - october peak season key to this.
The investor's chief problem - and even his worst enemy - is likely to be himself
mkate_nusu
#53 Posted : Wednesday, August 24, 2016 1:13:07 PM
Rank: Member

Joined: 5/30/2016
Posts: 332
Location: Kayole
Aguytrying wrote:
kimanimsc wrote:
Courtesy
HY 2016

Sales 2.656219b vs. 2.671950b -0.589%
Profit before interest, depreciation and taxation 170.411m vs. 182.432m -6.589%
Net interest cost [54.781m] vs. [108.005m] -49.279%
Depreciation on property, plant and equipment [189.786m] vs. [213.881m] -11.266%
Loss before income tax [74.156m] vs. [139.454m] -46.824%
Loss after taxation [57.627m] vs. [97.284m] -40.764%
Loss attributable to equity holders of the company [77.593m] vs. [112.010m] -30.727%
EPS [0.43] vs. [0.61] -29.508%
Currency translation differences [56.461m] vs. [358.713m] -84.260%
Equity 9.571263b vs. 9.956492b -3.869%
Cash and cash equivalents at the end of the period 12.647m vs. [318.273m] +103.974%


This company has had a rough time, the sector is brutal, so too have the shareholders.
Lets see how peak season turns out. But at 18 its going at a throw away price. Management is pushing for a rebound towards Q4 2016. with july - october peak season key to this.


@Aguytrying ftgh which posted better results is trading at 4 bob why recommend people to throw away 18 bob at this loss making entity?
KEGN, KPLC, KQ, SCOM
Aguytrying
#54 Posted : Wednesday, August 24, 2016 1:30:41 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mkate_nusu wrote:
Aguytrying wrote:
kimanimsc wrote:
Courtesy
HY 2016

Sales 2.656219b vs. 2.671950b -0.589%
Profit before interest, depreciation and taxation 170.411m vs. 182.432m -6.589%
Net interest cost [54.781m] vs. [108.005m] -49.279%
Depreciation on property, plant and equipment [189.786m] vs. [213.881m] -11.266%
Loss before income tax [74.156m] vs. [139.454m] -46.824%
Loss after taxation [57.627m] vs. [97.284m] -40.764%
Loss attributable to equity holders of the company [77.593m] vs. [112.010m] -30.727%
EPS [0.43] vs. [0.61] -29.508%
Currency translation differences [56.461m] vs. [358.713m] -84.260%
Equity 9.571263b vs. 9.956492b -3.869%
Cash and cash equivalents at the end of the period 12.647m vs. [318.273m] +103.974%


This company has had a rough time, the sector is brutal, so too have the shareholders.
Lets see how peak season turns out. But at 18 its going at a throw away price. Management is pushing for a rebound towards Q4 2016. with july - october peak season key to this.


@Aguytrying ftgh which posted better results is trading at 4 bob why recommend people to throw away 18 bob at this loss making entity?


A share can be cheap at 100 and expensive at 10 bob. you know this right?
The investor's chief problem - and even his worst enemy - is likely to be himself
mkate_nusu
#55 Posted : Wednesday, August 24, 2016 1:50:20 PM
Rank: Member

Joined: 5/30/2016
Posts: 332
Location: Kayole
Aguytrying wrote:
mkate_nusu wrote:
Aguytrying wrote:
kimanimsc wrote:
Courtesy
HY 2016

Sales 2.656219b vs. 2.671950b -0.589%
Profit before interest, depreciation and taxation 170.411m vs. 182.432m -6.589%
Net interest cost [54.781m] vs. [108.005m] -49.279%
Depreciation on property, plant and equipment [189.786m] vs. [213.881m] -11.266%
Loss before income tax [74.156m] vs. [139.454m] -46.824%
Loss after taxation [57.627m] vs. [97.284m] -40.764%
Loss attributable to equity holders of the company [77.593m] vs. [112.010m] -30.727%
EPS [0.43] vs. [0.61] -29.508%
Currency translation differences [56.461m] vs. [358.713m] -84.260%
Equity 9.571263b vs. 9.956492b -3.869%
Cash and cash equivalents at the end of the period 12.647m vs. [318.273m] +103.974%


This company has had a rough time, the sector is brutal, so too have the shareholders.
Lets see how peak season turns out. But at 18 its going at a throw away price. Management is pushing for a rebound towards Q4 2016. with july - october peak season key to this.


@Aguytrying ftgh which posted better results is trading at 4 bob why recommend people to throw away 18 bob at this loss making entity?


A share can be cheap at 100 and expensive at 10 bob. you know this right?


This sounds like something @obiero on KQ thread would say.
I make the assumption you have significant holdings on this counter.

I would buy a share at 1 bob or 100 bob if they are making profits and fairly valued rather than reach for my wallet to get a piece of a company trading at any price(however cheap it looks) and manages to make losses year after year.
Financial statements are a powerful tool for anyone looking to invest into the market
KEGN, KPLC, KQ, SCOM
mkate_nusu
#56 Posted : Wednesday, August 24, 2016 3:08:20 PM
Rank: Member

Joined: 5/30/2016
Posts: 332
Location: Kayole
Aguytrying wrote:
sparkly wrote:
Aguytrying wrote:
sparkly wrote:
It will bottom out at around 25-27. I said so in another Serena thread.


I hope this comes true, I really need to buy more and at a lower price, the better


@aguy are you buying yet


I've been buying since 35.00 all way to 25.00.

Your like a prophet so accurate on the bottoming out.
I think they is no better time to buy TPS than the present, but, I've come to accept accept it's a risky industry/share


@sparkly you misguided many people on the bottom call I now get @Aguy's point earlier.

Soon we shall have more stocks trading on single digits.
I need to stock enough popcorn in the house to watch this movie unfold
KEGN, KPLC, KQ, SCOM
Aguytrying
#57 Posted : Wednesday, August 24, 2016 3:39:58 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mkate_nusu wrote:
Aguytrying wrote:
mkate_nusu wrote:
Aguytrying wrote:
kimanimsc wrote:
Courtesy
HY 2016

Sales 2.656219b vs. 2.671950b -0.589%
Profit before interest, depreciation and taxation 170.411m vs. 182.432m -6.589%
Net interest cost [54.781m] vs. [108.005m] -49.279%
Depreciation on property, plant and equipment [189.786m] vs. [213.881m] -11.266%
Loss before income tax [74.156m] vs. [139.454m] -46.824%
Loss after taxation [57.627m] vs. [97.284m] -40.764%
Loss attributable to equity holders of the company [77.593m] vs. [112.010m] -30.727%
EPS [0.43] vs. [0.61] -29.508%
Currency translation differences [56.461m] vs. [358.713m] -84.260%
Equity 9.571263b vs. 9.956492b -3.869%
Cash and cash equivalents at the end of the period 12.647m vs. [318.273m] +103.974%


This company has had a rough time, the sector is brutal, so too have the shareholders.
Lets see how peak season turns out. But at 18 its going at a throw away price. Management is pushing for a rebound towards Q4 2016. with july - october peak season key to this.


@Aguytrying ftgh which posted better results is trading at 4 bob why recommend people to throw away 18 bob at this loss making entity?


A share can be cheap at 100 and expensive at 10 bob. you know this right?


This sounds like something @obiero on KQ thread would say.
I make the assumption you have significant holdings on this counter.

I would buy a share at 1 bob or 100 bob if they are making profits and fairly valued rather than reach for my wallet to get a piece of a company trading at any price(however cheap it looks) and manages to make losses year after year.
Financial statements are a powerful tool for anyone looking to invest into the market


How do you value your shares? lets use a real life example. Between safaricom at 21.50 and I&M bank at 107. which one is more expensive?
The investor's chief problem - and even his worst enemy - is likely to be himself
sparkly
#58 Posted : Wednesday, August 24, 2016 9:41:15 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
mkate_nusu wrote:
Aguytrying wrote:
sparkly wrote:
Aguytrying wrote:
sparkly wrote:
It will bottom out at around 25-27. I said so in another Serena thread.


I hope this comes true, I really need to buy more and at a lower price, the better


@aguy are you buying yet


I've been buying since 35.00 all way to 25.00.

Your like a prophet so accurate on the bottoming out.
I think they is no better time to buy TPS than the present, but, I've come to accept accept it's a risky industry/share


@sparkly you misguided many people on the bottom call I now get @Aguy's point earlier.

Soon we shall have more stocks trading on single digits.
I need to stock enough popcorn in the house to watch this movie unfold



Wazuans be like...

Life is short. Live passionately.
mkate_nusu
#59 Posted : Tuesday, September 06, 2016 3:02:36 PM
Rank: Member

Joined: 5/30/2016
Posts: 332
Location: Kayole
Aguytrying wrote:
mkate_nusu wrote:
Aguytrying wrote:
kimanimsc wrote:
Courtesy
HY 2016

Sales 2.656219b vs. 2.671950b -0.589%
Profit before interest, depreciation and taxation 170.411m vs. 182.432m -6.589%
Net interest cost [54.781m] vs. [108.005m] -49.279%
Depreciation on property, plant and equipment [189.786m] vs. [213.881m] -11.266%
Loss before income tax [74.156m] vs. [139.454m] -46.824%
Loss after taxation [57.627m] vs. [97.284m] -40.764%
Loss attributable to equity holders of the company [77.593m] vs. [112.010m] -30.727%
EPS [0.43] vs. [0.61] -29.508%
Currency translation differences [56.461m] vs. [358.713m] -84.260%
Equity 9.571263b vs. 9.956492b -3.869%
Cash and cash equivalents at the end of the period 12.647m vs. [318.273m] +103.974%


This company has had a rough time, the sector is brutal, so too have the shareholders.
Lets see how peak season turns out. But at 18 its going at a throw away price. Management is pushing for a rebound towards Q4 2016. with july - october peak season key to this.


@Aguytrying ftgh which posted better results is trading at 4 bob why recommend people to throw away 18 bob at this loss making entity?


A share can be cheap at 100 and expensive at 10 bob. you know this right?


@Aguytrying my main point was I wouldn't be advising anyone to buy into a company that has been making losses for over 10 straight quarters while there are better alternatives in the same market.
Buying based on hope most times turns out to be a deadly bullet to your portfolio, that's why I personally avoid such companies

*also note I chose ftgh not because it looks cheap but rather based on your bear wish list and the fact that it posted better half results and is more attractive fundamentally than TPS.

I hope this is now clear enough to get a response to my original question in red above. Thanks
KEGN, KPLC, KQ, SCOM
maka
#60 Posted : Tuesday, September 06, 2016 3:11:15 PM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
mkate_nusu wrote:
Aguytrying wrote:
mkate_nusu wrote:
Aguytrying wrote:
kimanimsc wrote:
Courtesy
HY 2016

Sales 2.656219b vs. 2.671950b -0.589%
Profit before interest, depreciation and taxation 170.411m vs. 182.432m -6.589%
Net interest cost [54.781m] vs. [108.005m] -49.279%
Depreciation on property, plant and equipment [189.786m] vs. [213.881m] -11.266%
Loss before income tax [74.156m] vs. [139.454m] -46.824%
Loss after taxation [57.627m] vs. [97.284m] -40.764%
Loss attributable to equity holders of the company [77.593m] vs. [112.010m] -30.727%
EPS [0.43] vs. [0.61] -29.508%
Currency translation differences [56.461m] vs. [358.713m] -84.260%
Equity 9.571263b vs. 9.956492b -3.869%
Cash and cash equivalents at the end of the period 12.647m vs. [318.273m] +103.974%


This company has had a rough time, the sector is brutal, so too have the shareholders.
Lets see how peak season turns out. But at 18 its going at a throw away price. Management is pushing for a rebound towards Q4 2016. with july - october peak season key to this.


@Aguytrying ftgh which posted better results is trading at 4 bob why recommend people to throw away 18 bob at this loss making entity?


A share can be cheap at 100 and expensive at 10 bob. you know this right?


@Aguytrying my main point was I wouldn't be advising anyone to buy into a company that has been making losses for over 10 straight quarters while there are better alternatives in the same market.
Buying based on hope most times turns out to be a deadly bullet to your portfolio, that's why I personally avoid such companies


TPS has been a good stock as far as I know...at the current levels I would buy it...and big time.
possunt quia posse videntur
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