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TPSE HY 2014 EPS down to 0.13
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muganda
#1 Posted : Thursday, July 31, 2014 1:05:10 PM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
Quite muted this announcement.
Turnover was down only 10%, EBITDA down 30% but overall EPS took a dive down 80%. No profit warning announced, probably because they know they did some accounting entries

https://www.nse.co.ke/listed-com...ca-ltd-half-year-results
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Othelo
#2 Posted : Thursday, July 31, 2014 1:08:50 PM
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Joined: 1/20/2014
Posts: 3,528
@muganda, I thought the shoddy rule of profit warning at our CMA only apply to full year results.
Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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dunkang
#3 Posted : Thursday, July 31, 2014 1:52:44 PM
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Joined: 6/2/2011
Posts: 4,818
Location: -1.2107, 36.8831
And to imagine that Lamu attacks and travel advisories impact will be felt properly in H2, we only pray for this sector.
Receive with simplicity everything that happens to you.” ― Rashi

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Aguytrying
#4 Posted : Thursday, July 31, 2014 2:21:23 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
dunkang wrote:
And to imagine that Lamu attacks and travel advisories impact will be felt properly in H2, we only pray for this sector.


I that really your take home from these results. Try get a september booking in mara serena lodge or nairobi serena now, you will not get. These hotels are always full. And management has indicated the same.
I continue to buy. Its like stealing candy from babies.

And its not just serena, in nairobi its not easy to get a booking on the same day in the big hotels.
What has really been affected is mombasa
The investor's chief problem - and even his worst enemy - is likely to be himself
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guru267
#5 Posted : Thursday, July 31, 2014 4:48:19 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Aguytrying wrote:
I continue to buy. Its like stealing candy from babies.


@Aguy I don't know which management you are talking about but read the article below.
http://www.nation.co.ke/...6/-/io3y5u/-/index.html

Why flush your money down the tourism toilet??
Mark 12:29
Deuteronomy 4:16
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Aguytrying
#6 Posted : Thursday, July 31, 2014 5:06:32 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
guru267 wrote:
Aguytrying wrote:
I continue to buy. Its like stealing candy from babies.


@Aguy I don't know which management you are talking about but read the article below.
http://www.nation.co.ke/...6/-/io3y5u/-/index.html

Why flush your money down the tourism toilet??


Read the comments after half year results. Management is bullish about H2. H1 there normally isnt much anyway
The investor's chief problem - and even his worst enemy - is likely to be himself
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Gadaffi
#7 Posted : Thursday, July 31, 2014 6:05:26 PM
Rank: Member


Joined: 2/13/2011
Posts: 284
Location: Nairobi
Aguytrying wrote:
guru267 wrote:
Aguytrying wrote:
I continue to buy. Its like stealing candy from babies.


@Aguy I don't know which management you are talking about but read the article below.
http://www.nation.co.ke/...6/-/io3y5u/-/index.html

Why flush your money down the tourism toilet??


Read the comments after half year results. Management is bullish about H2. H1 there normally isnt much anyway

Its all about perception n not much about fundamentals. individuals r currently perceiving th tourism sector negatively regardless of its performance..so why buy when th share is on free fallSad
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Boris Boyka
#8 Posted : Thursday, July 31, 2014 7:20:26 PM
Rank: Veteran


Joined: 11/15/2013
Posts: 1,977
Location: Here
guru267 wrote:
Aguytrying wrote:
I continue to buy. Its like stealing candy from babies.


@Aguy I don't know which management you are talking about but read the article below.
http://www.nation.co.ke/...6/-/io3y5u/-/index.html

Why flush your money down the tourism toilet??

Whatever toilets did to @guru!!! Haha hehe you hate them.
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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guru267
#9 Posted : Thursday, July 31, 2014 7:43:31 PM
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Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Aguytrying wrote:
guru267 wrote:
Aguytrying wrote:
I continue to buy. Its like stealing candy from babies.


@Aguy I don't know which management you are talking about but read the article below.
http://www.nation.co.ke/...6/-/io3y5u/-/index.html

Why flush your money down the tourism toilet??


Read the comments after half year results. Management is bullish about H2. H1 there normally isnt much anyway


Im curious... Are you ignoring what the same management has stated in the article above?
Mark 12:29
Deuteronomy 4:16
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obiero
#10 Posted : Thursday, July 31, 2014 8:14:51 PM
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Joined: 6/23/2009
Posts: 13,552
Location: nairobi
the best investment option any wazuan can exercise at the moment is to act in the exact opposite of what the @homeafrika lady suggests

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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S.Mutaga III
#11 Posted : Thursday, July 31, 2014 8:49:37 PM
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Joined: 3/26/2012
Posts: 830
Which is wiser? To buy a poorly performing business and hope some people seated somewhere will turn it around, or buy a business that has already turned around and anticipating more growth in the next financial period? I would not be caught with a portfolio having either Home Afrika, TPSE etc. I would rather pay a premium for a good performing business. My one cent
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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guru267
#12 Posted : Thursday, July 31, 2014 9:03:24 PM
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Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
obiero wrote:
the best investment option any wazuan can exercise at the moment is to act in the exact opposite of what the @homeafrika lady suggests


Why are you always crying here??
Mark 12:29
Deuteronomy 4:16
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S.Mutaga III
#13 Posted : Thursday, July 31, 2014 9:09:58 PM
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Joined: 3/26/2012
Posts: 830
obiero wrote:
the best investment option any wazuan can exercise at the moment is to act in the exact opposite of what the @homeafrika lady suggests


Homeafrika Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Reminds me of one QW and his accesskenya at 20Ksh...I hear he sold out at around Ksh 4 after seriously riding the bear of 2011 Laughing out loudly Laughing out loudly Laughing out loudly ...never heard from him ever since.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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obiero
#14 Posted : Thursday, July 31, 2014 9:52:50 PM
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Joined: 6/23/2009
Posts: 13,552
Location: nairobi
guru267 wrote:
obiero wrote:
the best investment option any wazuan can exercise at the moment is to act in the exact opposite of what the @homeafrika lady suggests


Why are you always crying here??

@mutaga guru is the same person as QW!!! their trend in loosing money is too similar :)

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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S.Mutaga III
#15 Posted : Thursday, July 31, 2014 10:02:37 PM
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Joined: 3/26/2012
Posts: 830
obiero wrote:
guru267 wrote:
obiero wrote:
the best investment option any wazuan can exercise at the moment is to act in the exact opposite of what the @homeafrika lady suggests


Why are you always crying here??

@mutaga guru is the same person as QW!!! their trend in loosing money is too similar :)


@Obiero...I do not like guru, but I have been around long enough to know she is not that dumb. QW is my facebook friend. He trades Forex nowadays from his posts.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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obiero
#16 Posted : Thursday, July 31, 2014 10:11:05 PM
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Joined: 6/23/2009
Posts: 13,552
Location: nairobi
S.Mutaga III wrote:
obiero wrote:
guru267 wrote:
obiero wrote:
the best investment option any wazuan can exercise at the moment is to act in the exact opposite of what the @homeafrika lady suggests


Why are you always crying here??

@mutaga guru is the same person as QW!!! their trend in loosing money is too similar :)


@Obiero...I do not like guru, but I have been around long enough to know she is not that dumb. QW is my facebook friend. He trades Forex nowadays from his posts.

hehe. its all good bro.. right now im feeling like I share the investment spirit of @yasserbigchair.. kuchokoza huyu mama when she is down is fuuuuun :)

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Chaka
#17 Posted : Thursday, July 31, 2014 10:31:35 PM
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Joined: 2/16/2007
Posts: 2,114
S.Mutaga III wrote:
I would rather pay a premium for a good performing business. My one cent

Such as...?
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S.Mutaga III
#18 Posted : Thursday, July 31, 2014 10:39:08 PM
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Joined: 3/26/2012
Posts: 830
Chaka wrote:
S.Mutaga III wrote:
I would rather pay a premium for a good performing business. My one cent

Such as...?


CFC Insurance and Longhorn
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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sparkly
#19 Posted : Friday, August 01, 2014 3:42:15 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
As surely as the sun rises in the East, i forecast that TPS will flirt with 26-28 butcvery briefly. Anytime the share goes below 30, buy like crazy. Note: I own TPS shares
Life is short. Live passionately.
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Aguytrying
#20 Posted : Friday, August 01, 2014 8:51:57 AM
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Joined: 7/11/2010
Posts: 5,040
@sparkly. below 30 is a tall order.
@guru. TPS wants the gov to be more serious about security. how many TPS properties are in the coastal region where the effect is greatest? have you read the commentary after H1 results?
You can't get a booking now for mara serena lodge in September.
TPS is diversified into Tanzania , Uganda and Rwanda. and that side of business is unaffected.
profits will reduce, but company remains profitable. security concerns will not last forever. the time (for long termers) to buy is now
The investor's chief problem - and even his worst enemy - is likely to be himself
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