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Centum
Realtreaty
#241 Posted : Tuesday, February 28, 2017 7:47:38 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,260
dsktop wrote:
[quote=actuarywahisa]Centum’s Lamu coal project gets energy regulator approval

http://www.businessdaily...0508-84o13xz/index.html[/quote]

Approval despite GoK admitting we have oversupply of preferred energy sources (renewables)

http://www.nation.co.ke/...30352-v7gyra/index.html

Also countries are moving away from coal for obvious reasons...

Lakini nani alituroga Sad


Liar Liar Liar Liar
Even Nokia has gone back to its roots aka 3310 model to mint money.
Coal is still a very good source of energy
China depends on it widely.
Shame on you Shame on you Shame on you
Spikes
#242 Posted : Tuesday, February 28, 2017 8:22:29 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
Realtreaty wrote:
dsktop wrote:
[quote=actuarywahisa]Centum’s Lamu coal project gets energy regulator approval

http://www.businessdaily...0508-84o13xz/index.html[/quote]

Approval despite GoK admitting we have oversupply of preferred energy sources (renewables)

http://www.nation.co.ke/...30352-v7gyra/index.html

Also countries are moving away from coal for obvious reasons...

Lakini nani alituroga Sad


Liar Liar Liar Liar
Even Nokia has gone back to its roots aka 3310 model to mint money.
Coal is still a very good source of energy
China depends on it widely.
Shame on you Shame on you Shame on you

Nokia 3310 is a different scenario
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
madebe
#243 Posted : Wednesday, March 01, 2017 8:08:03 AM
Rank: Member


Joined: 10/7/2010
Posts: 251
Location: nairobi
With the sale of GM shares in GMEA to Isuzu, and also the sale of GOK shares in KWAL, there will be value uplift in Centum holdings in the said companies as their can bench mark prices to recent traded prices
Aguytrying
#244 Posted : Thursday, March 02, 2017 2:32:17 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
In what way is this company not a Venture capitalist
The investor's chief problem - and even his worst enemy - is likely to be himself
Realtreaty
#245 Posted : Monday, April 24, 2017 12:23:58 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,260
Is this the year to get 1 for 5 share bonus? June is coming and hope it will be more than the limited 1 bob offered last year.
Horton
#246 Posted : Monday, April 24, 2017 1:36:16 PM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
Realtreaty wrote:
Is this the year to get 1 for 5 share bonus? June is coming and hope it will be more than the limited 1 bob offered last year.


Mr Realtreaty:

1. I dont know why you love bonuses soo much.....they dont add value its like me giving u 10 5bob coins for your 50/- note.....where is the difference?? Berkshire has neither given a dividend, bonus nor a stock split (with the exception of the B shares which was for a whole different reason)

2. According to the Centum FY 2013 annual report and I quote "Given that the share is trading at a material discount to intrinsic value the Board was of the view that increasing the supply of shares by issuing bonus shares would have the effect of possibly widening that gap. i am confident that we continue to execute on our strategy this gap shall close"

The above was part of the Chairman's statement and the belief that Bonus shares only increase supply and depress prices further


Good Luck Sir.
Horton
#247 Posted : Wednesday, May 10, 2017 11:45:11 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
Wow. Anyone watching Centum? Huge demand of late. Currently trading at 39.50.
hooverrl
#248 Posted : Wednesday, May 10, 2017 5:45:24 PM
Rank: Member


Joined: 9/9/2006
Posts: 52
Location: USA
Horton wrote:
Wow. Anyone watching Centum? Huge demand of late. Currently trading at 39.50.


If it's foreign demand, it may be because of a plug in Value Investor Insight. It's an influential newsletter.

Larry Speidell, who manages a big US-based frontier hedge fund, talked about how Centum is one of his favorite stocks in an interview there last week.

Disclosure: I've got a beneficial interest in Centum shares.
Horton
#249 Posted : Thursday, May 11, 2017 7:24:48 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
hooverrl wrote:
Horton wrote:
Wow. Anyone watching Centum? Huge demand of late. Currently trading at 39.50.


If it's foreign demand, it may be because of a plug in Value Investor Insight. It's an influential newsletter.

Larry Speidell, who manages a big US-based frontier hedge fund, talked about how Centum is one of his favorite stocks in an interview there last week.

Disclosure: I've got a beneficial interest in Centum shares.


Hey Ryan. Yeah read about Frontier and Centum. There is local demand too. They are supposed to announce results in June

We're in the same boat. I have a good exposure on this as well.

sparkly
#250 Posted : Thursday, May 11, 2017 7:51:44 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
hooverrl wrote:
Horton wrote:
Wow. Anyone watching Centum? Huge demand of late. Currently trading at 39.50.


If it's foreign demand, it may be because of a plug in Value Investor Insight. It's an influential newsletter.

Larry Speidell, who manages a big US-based frontier hedge fund, talked about how Centum is one of his favorite stocks in an interview there last week.

Disclosure: I've got a beneficial interest in Centum shares.


@Hoover which industries/ stocks do you think will beat the market in the next 5 years?
Life is short. Live passionately.
littledove
#251 Posted : Thursday, May 11, 2017 9:12:07 AM
Rank: Member


Joined: 7/1/2014
Posts: 895
Location: sky
hooverrl wrote:
Horton wrote:
Wow. Anyone watching Centum? Huge demand of late. Currently trading at 39.50.


If it's foreign demand, it may be because of a plug in Value Investor Insight. It's an influential newsletter.

Larry Speidell, who manages a big US-based frontier hedge fund, talked about how Centum is one of his favorite stocks in an interview there last week.

Disclosure: I've got a beneficial interest in Centum shares.


centum have been experiencing net foreign buys especially from may.
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
hooverrl
#252 Posted : Thursday, May 11, 2017 4:36:22 PM
Rank: Member


Joined: 9/9/2006
Posts: 52
Location: USA
Thanks, LittleDove. Helpful info.

Hey Horton, good to know that there are some other Centum believers.smile I'm not a fan of all of its ventures (esp Lamu), but they've got some interesting irons in the fire. And it's tough to ignore the big discount to NAV.

Hi Sparkly. Our biggest bets are on KCB, Safaricom, and Centum. Also have exposure to Jubilee, Kenya Re, KenolKobil, and I&M.

Generally, I think the big banks will do well over the next five years. I wish we had jumped in with both feet a few months ago, but I was still a bit skittish about impact of interest caps and South Sudan. Election might provide another nice buying opportunity.

As appetite for risk grows, I expect insurance companies to do well, too.

How about you? Where are you seeing opportunity?
Horton
#253 Posted : Thursday, May 11, 2017 6:00:40 PM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
hooverrl wrote:
Thanks, LittleDove. Helpful info.

Hey Horton, good to know that there are some other Centum believers.smile I'm not a fan of all of its ventures (esp Lamu), but they've got some interesting irons in the fire. And it's tough to ignore the big discount to NAV.

Hi Sparkly. Our biggest bets are on KCB, Safaricom, and Centum. Also have exposure to Jubilee, Kenya Re, KenolKobil, and I&M.

Generally, I think the big banks will do well over the next five years. I wish we had jumped in with both feet a few months ago, but I was still a bit skittish about impact of interest caps and South Sudan. Election might provide another nice buying opportunity.

As appetite for risk grows, I expect insurance companies to do well, too.

How about you? Where are you seeing opportunity?


Yeah Im in only 2 listed stocks KCB average 27/- & CENTUM. I had KNRE but sold out recently at a small loss after some soul searching and got into Centum at a 36/- average which I intend to keep for abit.
hooverrl
#254 Posted : Thursday, May 11, 2017 6:25:36 PM
Rank: Member


Joined: 9/9/2006
Posts: 52
Location: USA
Horton wrote:

Yeah Im in only 2 listed stocks KCB average 27/- & CENTUM. I had KNRE but sold out recently at a small loss after some soul searching and got into Centum at a 36/- average which I intend to keep for abit.


Wow, well-played on KCB. You got the Shs3.00 div plus the capital gain. +37.0% total return over the past few months. Nice.

Would be interested in your Kenya Re thoughts. But maybe we should move that to another thread. smile
Ebenyo
#255 Posted : Thursday, May 11, 2017 7:04:31 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,996
Location: Kitale
hooverrl wrote:
Horton wrote:

Yeah Im in only 2 listed stocks KCB average 27/- & CENTUM. I had KNRE but sold out recently at a small loss after some soul searching and got into Centum at a 36/- average which I intend to keep for abit.


Wow, well-played on KCB. You got the Shs3.00 div plus the capital gain. +37.0% total return over the past few months. Nice.

Would be interested in your Kenya Re thoughts. But maybe we should move that to another thread. smile


@hoover,great to see you here in wazua.i enjoy reading your articles at www.investinginafrica.net even though you never respond to my comments at the end of articles.
@horton,my kcb average is kshs 37.im still a poor buyer but im learning the ropes.i envy your average of kshs 27.you are indeed a good buyer.im trying to follow a TA specialist here called karasinga to improve my buying skills but i dont undetstand his complex graphs.
Towards the goal of financial freedom
hooverrl
#256 Posted : Thursday, May 11, 2017 7:22:43 PM
Rank: Member


Joined: 9/9/2006
Posts: 52
Location: USA
Ebenyo wrote:
@hoover i enjoy reading your articles at www.investinginafrica.net even though you never respond to my comments at the end of articles.


Anxious

Sorry, Ebenyo! It's nothing personal, I assure you. I often run behind in responding to comments and then they eventually fall off my radar. Feel free to send me a reminder at ryan(at)investinginafrica.net if you haven't gotten a response in a reasonable amount of time.

BTW, I don't understand technical analysis graphs either.


Horton
#257 Posted : Friday, May 12, 2017 4:07:25 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
hooverrl wrote:
Horton wrote:

Yeah Im in only 2 listed stocks KCB average 27/- & CENTUM. I had KNRE but sold out recently at a small loss after some soul searching and got into Centum at a 36/- average which I intend to keep for abit.


Wow, well-played on KCB. You got the Shs3.00 div plus the capital gain. +37.0% total return over the past few months. Nice.

Would be interested in your Kenya Re thoughts. But maybe we should move that to another thread. smile


@Ryan. Thanks.

Sure thing on KNRE added u on facebook. Would love to hear ur perspective here.

@Ebenyo. Im a Value investor (or I would like to think so) I struggle with all that TA stuff and havent really paid much attention to it. Historically, value investing has better returns over the long term.

Ebenyo
#258 Posted : Friday, May 12, 2017 7:08:24 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,996
Location: Kitale
Horton wrote:
hooverrl wrote:
Horton wrote:

Yeah Im in only 2 listed stocks KCB average 27/- & CENTUM. I had KNRE but sold out recently at a small loss after some soul searching and got into Centum at a 36/- average which I intend to keep for abit.


Wow, well-played on KCB. You got the Shs3.00 div plus the capital gain. +37.0% total return over the past few months. Nice.

Would be interested in your Kenya Re thoughts. But maybe we should move that to another thread. smile


@Ryan. Thanks.

Sure thing on KNRE added u on facebook. Would love to hear ur perspective here.

@Ebenyo. Im a Value investor (or I would like to think so) I struggle with all that TA stuff and havent really paid much attention to it. Historically, value investing has better returns over the long term.



thanks horton,im also in the same boat with you.i take long term positions.
Im in knre so would like to hear what was your take their.Im not in centum because i dont like their attitude towards shareholders.Employees are more important than shareholders their.Would like to add you in facebook.
Towards the goal of financial freedom
mlennyma
#259 Posted : Friday, May 12, 2017 10:53:20 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,173
Location: nairobi
Bull
"Don't let the fear of losing be greater than the excitement of winning."
iris
#260 Posted : Friday, May 12, 2017 12:26:05 PM
Rank: Member


Joined: 9/11/2014
Posts: 228
Location: Nairobi
mlennyma wrote:
Bull


@mlennyma, is it the whole thread or something specific?
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