GG, before you make any decision on AK remember that it is still the top dog in Corporates. And the reduction in profitability is as a result of massive investment in the cables. They spent 1 billion in investment last year and are "only" expected to spend a quarter of that this year.
AK has consistently exceeded its targets for "Accces@home".
Safaricom is not perfect. It has problem with its network in certain areas. I am convinced it will record better results this year. I also have some copped a 21.50 and I will hold.
Maybe we might get acquired by a bigger tech company(the stuff dreams are made of!)

I also see an acquisition soon. My problem now is determining a good entry price..

@GG waaaa very risky portifolio. What else do you have? Access and cables are causing me enough discomfort