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Centum FY2022 - FY2026
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Ericsson
#81 Posted : Friday, March 18, 2022 4:28:15 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Centum touches low of ksh.12.50 in today's trading.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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heri
#82 Posted : Thursday, March 24, 2022 11:33:06 AM
Rank: Member

Joined: 9/14/2011
Posts: 869
Location: nairobi
Ericsson wrote:
Centum touches low of ksh.12.50 in today's trading.


watching my pension go up in smoke
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My 2 cents
#83 Posted : Thursday, March 24, 2022 12:18:12 PM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,089
Real estate sector is suffering some major pains. Centum, Cytonn, Insurance companies and all other players who invested big in the space are having their heads handed to them.
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VituVingiSana
#84 Posted : Friday, March 25, 2022 4:19:43 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
My 2 cents wrote:
Real estate sector is suffering some major pains. Centum, Cytonn, Insurance companies and all other players who invested big in the space are having their heads handed to them.
COVID came out of left field then add elections and poor management of the economy BUT this gives those who have b___s of steel to get in and wait.

Isuzu is doing well (HY briefing).
Sidian did well (FY21 results).
Riverbank is open.
Awali and Palm Ridge units were handed over.
ACE/Sabis has re-opened.
Cash/bonds on hand under Nabo.
3bn unlocked for the sale to Coke.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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My 2 cents
#85 Posted : Friday, March 25, 2022 8:10:43 PM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,089
VituVingiSana wrote:
My 2 cents wrote:
Real estate sector is suffering some major pains. Centum, Cytonn, Insurance companies and all other players who invested big in the space are having their heads handed to them.
COVID came out of left field then add elections and poor management of the economy BUT this gives those who have b___s of steel to get in and wait.

Isuzu is doing well (HY briefing).
Sidian did well (FY21 results).
Riverbank is open.
Awali and Palm Ridge units were handed over.
ACE/Sabis has re-opened.
Cash/bonds on hand under Nabo.
3bn unlocked for the sale to Coke.


Centum will look back with regret at their timing of divesture from public equities - just when there was a multi-year bear run. Apparently it is not at all popular nor easy to invest when there is 'blood in the streets'. It is far much easier to chase trends and jump in and out of hot investments.
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McGill
#86 Posted : Friday, March 25, 2022 11:16:07 PM
Rank: Member

Joined: 8/1/2019
Posts: 106
This is one company that I gave up trying to understand. So many moving parts... sidian, longhorn, real estate, coal, insurance. Sina uwezo.
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VituVingiSana
#87 Posted : Saturday, March 26, 2022 11:52:38 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
My 2 cents wrote:
VituVingiSana wrote:
My 2 cents wrote:
Real estate sector is suffering some major pains. Centum, Cytonn, Insurance companies and all other players who invested big in the space are having their heads handed to them.
COVID came out of left field then add elections and poor management of the economy BUT this gives those who have b___s of steel to get in and wait.

Isuzu is doing well (HY briefing).
Sidian did well (FY21 results).
Riverbank is open.
Awali and Palm Ridge units were handed over.
ACE/Sabis has re-opened.
Cash/bonds on hand under Nabo.
3bn unlocked for the sale to Coke.


Centum will look back with regret at their timing of divesture from public equities - just when there was a multi-year bear run. Apparently it is not at all popular nor easy to invest when there is 'blood in the streets'. It is far much easier to chase trends and jump in and out of hot investments.

Have you actually read their annual report?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#88 Posted : Saturday, March 26, 2022 11:55:58 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
McGill wrote:
This is one company that I gave up trying to understand. So many moving parts... sidian, longhorn, real estate, coal, insurance. Sina uwezo.
I suggest you do not even contemplate looking at a page of Berkshire Hathaway's Annual Report.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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My 2 cents
#89 Posted : Saturday, March 26, 2022 5:57:08 PM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,089
VituVingiSana wrote:
McGill wrote:
This is one company that I gave up trying to understand. So many moving parts... sidian, longhorn, real estate, coal, insurance. Sina uwezo.
I suggest you do not even contemplate looking at a page of Berkshire Hathaway's Annual Report.


The disparate companies in the portfolio of both companies, that's where the resemblance with Berkshire Hathaway ends.

Unlike Centum, BH does not;

- Offload their winners, they ride them.
- Gorge on debt
- Jump in and out of businesses at rapid scale
- Hardly any scandals
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Ericsson
#90 Posted : Sunday, March 27, 2022 6:47:51 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
VituVingiSana wrote:
McGill wrote:
This is one company that I gave up trying to understand. So many moving parts... sidian, longhorn, real estate, coal, insurance. Sina uwezo.
I suggest you do not even contemplate looking at a page of Berkshire Hathaway's Annual Report.


BlackRock and Centum are incomparable.
Tuache kujidanganya eti the two are similar.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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