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What do 1-bob Airtel calls mean for Safaricom share price?
Rank: New-farer Joined: 11/18/2010 Posts: 12 Location: Kenya
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Airtel Guys are Mad, or desperate Airtel Kenya lowers call rates to Sh1What does this mean for Safaricom share price? Will we see a drop in voice calls or will they kaa ngumu
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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What! Pana cheza na waindi. Im happy as a consumer. But are they serious, the must really want this! The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 9/15/2006 Posts: 3,906
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Very good question... When call rates went down by 60% in Sep'10, the share price went down a whole freaking 30% averaging to 20% down since. Now Safaricom makes 90% of its revenue on-net and Airtel wants this price to go down another 65%? Market has to respond sooner or later but I approximate another 20% down to below 4/=. Wolololo yaye  This telecoms is the most competitive sector in Kenya at the moment. Do banks even have it this bad?
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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Only one provider can survive this madness in the long-term and we all know which one that is. So it's time to get in, buy and hold SCOM when it drops as a result of this assault and reap big when this sideshow ends in one provider selling the business to the Chinese - we all know which one. 
BBI will solve it :)
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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The jamaas went ahead and did it. Wouldn't you know it. CRAZY. Safaricom's call quality has been dismal of late, by the way GOD BLESS YOUR LIFE
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Rank: User Joined: 5/9/2010 Posts: 1,418 Location: Nai
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if i was sponge bob i'd be wettin myself coz that share price ( investor sentiment) will hit rock bottom... Your future depends on your dreams so go to sleep !
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Rank: Chief Joined: 1/3/2007 Posts: 18,215 Location: Nairobi
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Ahhh... Ndugu @qw, Here you are. Please let me know when you are available to buy me those beers courtesy of KPLC. I am glad you will have to spend a mere 1/- to let me know where I can quench my parched throat. You brother from Ruaraka. VVS Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 11/7/2007 Posts: 2,182
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VituVingiSana wrote:Ahhh... Ndugu @qw,
Here you are. Please let me know when you are available to buy me those beers courtesy of KPLC. I am glad you will have to spend a mere 1/- to let me know where I can quench my parched throat.
You brother from Ruaraka.
VVS you had to rub it in man! Qw please own up man, what happened to the guy who's got swagger? Uh? LOVE WHAT YOU DO, DO WHAT YOU LOVE.
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Rank: Veteran Joined: 11/19/2010 Posts: 1,308 Location: nairobi metropolitan
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qw25041985 wrote:if i was sponge bob i'd be wettin myself coz that share price ( investor sentiment) will hit rock bottom... @qw, your credibity is on the line. You can run, you can hide, but you can't escape the promises made in broad daylight. Democracy does not belong to the dead
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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kyt wrote:VituVingiSana wrote:Ahhh... Ndugu @qw,
Here you are. Please let me know when you are available to buy me those beers courtesy of KPLC. I am glad you will have to spend a mere 1/- to let me know where I can quench my parched throat.
You brother from Ruaraka.
VVS you had to rub it in man! Qw please own up man, what happened to the guy who's got swagger? Uh? Ati swag?  Jamaa is on the ropes GOD BLESS YOUR LIFE
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Between airtel and safcom. The company that will win this war, is the one that can afford to continue with this competition the longest. The winner wont come out unscathed, but will also be seriously injured. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 6/23/2009 Posts: 13,763 Location: nairobi
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Aguytrying wrote:Between airtel and safcom. The company that will win this war, is the one that can afford to continue with this competition the longest. The winner wont come out unscathed, but will also be seriously injured. @ aguy. u shld know that this is the end! airtel have reached the bottom and they shld only pray that safaricom doesnt respond appropriately to their irrational action.
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Veteran Joined: 4/16/2010 Posts: 906 Location: Nairobi
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SNAKE, IT'S A SNAAAKE!!! OOOH, IT'S A SNAAAAKE!!!
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Rank: Member Joined: 10/25/2010 Posts: 519 Location: nairobi
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Im seeing airtail whatever the name vanishing downwards...Im just wondering...if safcom responds, zain will be "MAKE LOCAL CALLS FOR FREE....!!!"How about that? Ama safcom should just nyamaza and watch zain compete by themselves...
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Cheaper calls for us! We don't care about their balance sheet GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/3/2007 Posts: 18,215 Location: Nairobi
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Sina hisa za Airtel so what do I care? I am glad I sold my all my Safaricom as well... So the BEST investment for me is 'A Penny Saved is a Penny Earned'... Asante Airtel & Hongera Wateja... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 8/26/2010 Posts: 124
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Is it a promo or a closed deal ,business as usual. One silver lining in safcm,they remembered to retain MJ. This brother still has some killer cards. Lets watch n see.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Hii itakuwa mchezo wa paka na panya. Safcom will respond, maybe cutting on-net calls to 2 bob thereby halting any migration BUT as earlier stated, as consumers we should be delighted. The battle will be for new customers. Portability will have to wait till April GOD BLESS YOUR LIFE
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Rank: New-farer Joined: 9/2/2010 Posts: 8 Location: World citizen
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Safcom shares are rubish as it is... Airtel will sell the company at a profit once they have more customers, which must have been their plan all along...Come quick, market the name, increase the customer base then back to the bottom line. methinks they'll sell it by year aug, 2011. It's really hard being everything to everybody, you actually end up being nothing to nobody!
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Rank: Elder Joined: 12/2/2009 Posts: 2,458 Location: Nairobi
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Safaricom I believe, are also working hard to chase customers away. What's with the poor network and irregular billings?
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What do 1-bob Airtel calls mean for Safaricom share price?
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