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CENTUM FULL YEAR 2010/2011 RESULTS
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the deal
#31 Posted : Tuesday, June 07, 2011 2:47:40 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Centum Profits Surge:Targets Africa

Our Analysis here

http://contrarianinvesti...surgetargets-africa.html
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muganda
#32 Posted : Tuesday, June 07, 2011 3:36:32 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
@mwanahisa I hear you. The results and direction company is taking is good.

It's just that when I consider most are revaluations of non-trading assets:

--I simplify my vision of ultimate value only to appreciation of their share price
--For Real Estate more concerned with rental yield than appreciation of asset
--For Private Equity more concerned with dividend yield or share of associates cash profits

I'm impressed for example with the approach for Quoted Instruments where superior investment and disposal of Carbacid generated positive cash flow.
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the deal
#33 Posted : Tuesday, June 07, 2011 9:13:28 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Centum plan to exit two counters on the NSE this year to go into geothermal...uhhmm who do u think is on the chopping board?

Earnings up also cause of their sell carbacid..appreciation of Uap and Kwal...like i said on my blog Centum is fairly priced folks...i also think their too over ambitious...but i like their diversification game plan...i hope folks at Britak are learning 1 or 2 things...where do u think triple digits will come from in 2011? unless they continue selling their quoted shares.

www.businessdailyafrica..../1/-/8ikg32/-/index.html
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  | | Edit by user: Tuesday, June 07, 2011 9:15 PM | Reason: Not specified
youcan'tstopusnow
#34 Posted : Tuesday, June 07, 2011 10:45:14 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
How can aiming for the sky be termed too ambitious?
GOD BLESS YOUR LIFE
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guru267
#35 Posted : Tuesday, June 07, 2011 11:36:04 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
muganda wrote:
@mwanahisa I hear you. The results and direction company is taking is good.

It's just that when I consider most are revaluations of non-trading assets:

--I simplify my vision of ultimate value only to appreciation of their share price
--For Real Estate more concerned with rental yield than appreciation of asset
--For Private Equity more concerned with dividend yield or share of associates cash profits

I'm impressed for example with the approach for Quoted Instruments where superior investment and disposal of Carbacid generated positive cash flow.



@muganda centums current path scares me... If they continue to attribute most of their earnings to revaluations and fair value gains then rather than cash fllow gains then what to them happens when the bears are set loose upon us..

Oh @muganda btw for those who seek rental income, dividend income, the fair value gains, the appreciation of real estate and the whole package from farmers choice to bujagali and from insurance to fibre optic cables look no further JUBILEE'S in town... Laughing out loudly
Mark 12:29
Deuteronomy 4:16
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guru267
#36 Posted : Wednesday, June 08, 2011 8:40:13 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
http://www.businessdaily.../-/67031kz/-/index.html

These guys are seriously realising this is lucrative only now... Sad I mean jubilee's tsavo and bujagali power generation plants willl earn them big in 2011..
Mark 12:29
Deuteronomy 4:16
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youcan'tstopusnow
#37 Posted : Thursday, June 23, 2011 10:32:32 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
A trade of 1 million shares goes down at 23.50
GOD BLESS YOUR LIFE
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guru267
#38 Posted : Saturday, June 25, 2011 10:52:27 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
youcan'tstopusnow wrote:
A trade of 1 million shares goes down at 23.50


I really wonder where all this supply keeps on rushing in from on the whole NSE Sad KCB also traded sick volumes this week
Mark 12:29
Deuteronomy 4:16
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  | | Edit by user: Saturday, June 25, 2011 10:54 AM | Reason: Not specified
the deal
#39 Posted : Saturday, June 25, 2011 11:32:55 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
There will be no other Carbacid and with the NSE down like this...Centum is in hot tasteless soup...LoL...thats why u see people.selling.
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guru267
#40 Posted : Saturday, June 25, 2011 11:54:22 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
the deal wrote:
There will be no other Carbacid and with the NSE down like this...Centum is in hot tasteless soup...LoL...thats why u see people.selling.

I also really wonder what will bring in the profits for these guys in 2011..
Certainly they wont match last years earnings unless they decide to revalue their assets which will also be a heavy dissappointment
Mark 12:29
Deuteronomy 4:16
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