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Nation Media Group - BUY Recommendation
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mwekez@ji
#11 Posted : Thursday, July 11, 2013 2:37:42 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
King G wrote:
mwekez@ji wrote:
King G wrote:
This market is funny, I have a purchase order @300 which has not been picked. Do I cancel and re-order?


Your purchase order did not get to market. Huyo broker wako anakuchezea. Who is he


Suntra.... through Tangaza321.com/trading platform


That system is bogus!!! In KE there are only two online trading platforms: 1. CFC 2. D&B
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Cde Monomotapa
#12 Posted : Thursday, July 11, 2013 4:07:57 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
But, but si Scangroup ndo baba yao? Can't Ogilvy Africa + Scanad Naija make another ARM type of capacity boost? (powered by RSA & other WPP brand clients moving up & into SSA respectively??)
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  | | Edit by user: Thursday, July 11, 2013 4:10 PM | Reason: Not specified
King G
#13 Posted : Friday, July 12, 2013 5:28:04 PM
Rank: Elder

Joined: 6/20/2012
Posts: 3,855
Location: Othumo
@mwekez@ji thanks bro. for the advice. will review and see if to move.
Thieves
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mwekez@ji
#14 Posted : Friday, July 12, 2013 5:40:17 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
King G wrote:
@mwekez@ji thanks bro. for the advice. will review and see if to move.


... welcome bro. cheers
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mwekez@ji
#15 Posted : Saturday, August 17, 2013 12:04:31 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Kestrel Capital on 30.05.2013 wrote:

Positives:
· Digital media, a strong growth area


Read: More digital ads expected with the new-look nation.co.ke website >>> http://www.businessdailyafrica....86/-/qm74xj/-/index.html
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Cde Monomotapa
#16 Posted : Sunday, August 18, 2013 1:11:43 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Cde Monomotapa wrote:
But, but si Scangroup ndo baba yao? Can't Ogilvy Africa + Scanad Naija make another ARM type of capacity boost? (powered by RSA & other WPP brand clients moving up & into SSA respectively??)

B-) July 11th @60.50
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mwekez@ji
#17 Posted : Sunday, August 18, 2013 1:38:18 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Cde Monomotapa wrote:
Cde Monomotapa wrote:
But, but si Scangroup ndo baba yao? Can't Ogilvy Africa + Scanad Naija make another ARM type of capacity boost? (powered by RSA & other WPP brand clients moving up & into SSA respectively??)

B-) July 11th @60.50


Over the past 1 year, NMG share has outperformed Scangroup




Btw, have you tried to work out Scangroup fair value? .... #TA, Scangroup faces a tough resistance at 75 and WPP have consequently capped Scangroup share price at 85.85. NMG is uncapped



... NMG is uncapped, and has reasonable dividend and bonus issues too smile



In short, what am saying is that NMG is the baba yao investment. If you believe otherwise, convince me
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Cde Monomotapa
#18 Posted : Sunday, August 18, 2013 3:15:36 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
@mwekez@ji From the perspective that statistically most media buying is done via Agency and Scangroup's known dominance therein, that makes me say ndo baba yao. I admit to not looking at NMG as an investment but was highlighting that July to date, Scan has had a good run. 60.5 to 86 is a 42% return btw.
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  | | Edit by user: Sunday, August 18, 2013 3:18 PM | Reason: Not specified
mwekez@ji
#19 Posted : Sunday, August 18, 2013 4:44:03 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Cde Monomotapa wrote:
@mwekez@ji From the perspective that statistically most media buying is done via Agency and Scangroup's known dominance therein, that makes me say ndo baba yao. I admit to not looking at NMG as an investment but was highlighting that July to date, Scan has had a good run. 60.5 to 86 is a 42% return btw.


;-) Do you see the counter hitting 86? @Rich thinks the share price should leave a 10%-15% discount to that price meaning 75 remains the barrier. .... Besides, WPP could have overvalued scangroup knowing they are getting compensated in the 72.7M share swap arrangement
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  | | Edit by user: Sunday, August 18, 2013 4:51 PM | Reason: Not specified
Cde Monomotapa
#20 Posted : Sunday, August 18, 2013 4:53:38 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
mwekez@ji wrote:
Cde Monomotapa wrote:
@mwekez@ji From the perspective that statistically most media buying is done via Agency and Scangroup's known dominance therein, that makes me say ndo baba yao. I admit to not looking at NMG as an investment but was highlighting that July to date, Scan has had a good run. 60.5 to 86 is a 42% return btw.


;-) Do you see the counter hitting 86? @Rich thinks the share price should leave a 10%-15% discount to that price meaning 75 remains a tough barrier. .... Besides, WPP could have overvalued this counter knowing they are getting compensated in the 72.7M share swap arrangement


OK. @86, we'll just have to see and yes, as per the cautionary statement, it was expressly stated that WPP is paying the premium as a 'compensation' for intending to become the majority holder. smile
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