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NMG FY 2018 and Beyond
Rank: Veteran Joined: 7/1/2014 Posts: 927 Location: sky
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sparkly wrote:xxxxx wrote:sparkly wrote:rwitre wrote:On this one am so deep in that either the FY18 dividend will have me rejoicing and clearing all my loans, or the share nosedive in the event of a loss declaration will have me seeking therapy for PTSD. It can only go two ways.  Expect a drastic cut in Dividend. Uhuruto decided to kill the makaratasi ya kufunga nyama by denying them digital licences, denying them goverment Ad revenue and refusing to pay for services supplied. All these challenges are REAL....even before considering social media  Sadly there are no better alternatives in Commercial and Services for people who like to have a diversified portfolio. The other listed Companies are: Atlas Express KQ LonghornSameer Scangroup Standard Group TPS SerenaUchumi longhorn and tps are not bad options but they are somehow illiquid for huge volumes 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
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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littledove wrote:sparkly wrote:xxxxx wrote:sparkly wrote:rwitre wrote:On this one am so deep in that either the FY18 dividend will have me rejoicing and clearing all my loans, or the share nosedive in the event of a loss declaration will have me seeking therapy for PTSD. It can only go two ways. Expect a drastic cut in Dividend. Uhuruto decided to kill the makaratasi ya kufunga nyama by denying them digital licences, denying them goverment Ad revenue and refusing to pay for services supplied. All these challenges are REAL....even before considering social media Sadly there are no better alternatives in Commercial and Services for people who like to have a diversified portfolio. The other listed Companies are: Atlas Express KQ LonghornSameer Scangroup Standard Group TPS SerenaUchumi longhorn and tps are not bad options but they are somehow illiquid for huge volumes I consider NMG better than above two. Life is short. Live passionately.
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Rank: Member Joined: 3/20/2008 Posts: 503
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sparkly wrote:littledove wrote:sparkly wrote:xxxxx wrote:sparkly wrote:rwitre wrote:On this one am so deep in that either the FY18 dividend will have me rejoicing and clearing all my loans, or the share nosedive in the event of a loss declaration will have me seeking therapy for PTSD. It can only go two ways. Expect a drastic cut in Dividend. Uhuruto decided to kill the makaratasi ya kufunga nyama by denying them digital licences, denying them goverment Ad revenue and refusing to pay for services supplied. All these challenges are REAL....even before considering social media Sadly there are no better alternatives in Commercial and Services for people who like to have a diversified portfolio. The other listed Companies are: Atlas Express KQ LonghornSameer Scangroup Standard Group TPS SerenaUchumi longhorn and tps are not bad options but they are somehow illiquid for huge volumes I consider NMG better than above two. I wouldn't touch any of the 3
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Rank: Elder Joined: 12/7/2012 Posts: 11,935
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Kujeni traditional hardcore shares ~ BAT, EABL, BBK, Stanchart, & of course new kid on the block Safaricom. A bit of KCB & Equity Bank could be a try. In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
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sparkly wrote:littledove wrote:sparkly wrote:xxxxx wrote:sparkly wrote:rwitre wrote:On this one am so deep in that either the FY18 dividend will have me rejoicing and clearing all my loans, or the share nosedive in the event of a loss declaration will have me seeking therapy for PTSD. It can only go two ways. Expect a drastic cut in Dividend. Uhuruto decided to kill the makaratasi ya kufunga nyama by denying them digital licences, denying them goverment Ad revenue and refusing to pay for services supplied. All these challenges are REAL....even before considering social media Sadly there are no better alternatives in Commercial and Services for people who like to have a diversified portfolio. The other listed Companies are: Atlas Express KQ LonghornSameer Scangroup Standard Group TPS SerenaUchumi longhorn and tps are not bad options but they are somehow illiquid for huge volumes I consider NMG better than above two. They need to align the business with the changing environment.Im seeing some small changes but they can do better. Towards the goal of financial freedom
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Angelica _ann wrote:Kujeni traditional hardcore shares ~ BAT, EABL, BBK, Stanchart, & of course new kid on the block Safaricom. A bit of KCB & Equity Bank could be a try. BBK is a spent force. Life is short. Live passionately.
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Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
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rwitre wrote:Ebenyo wrote:rwitre wrote:On this one am so deep in that either the FY18 dividend will have me rejoicing and clearing all my loans, or the share nosedive in the event of a loss declaration will have me seeking therapy for PTSD. It can only go two ways. hata mimi hapa things are very thick.My abp here is 101.00 against the current share price of 60.Alafu sina pesa ya kuaverage down! Hapa ni kukaa ngumu.  If the ship sinks tupatane pale group therapy, and afterwards become motivational speakers on surviving traumatic events Towards the goal of financial freedom
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Rank: Member Joined: 5/2/2018 Posts: 267
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sparkly wrote:Angelica _ann wrote:Kujeni traditional hardcore shares ~ BAT, EABL, BBK, Stanchart, & of course new kid on the block Safaricom. A bit of KCB & Equity Bank could be a try. BBK is a spent force. Currently BBK has one of the few exceptionally high dividend payout ratios (80%+) alongside StanChart. Both have good dividend yields to boot even at current prices -- those who boarded a few years back have probably recouped their investments through dividend alone.
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Rank: Elder Joined: 12/7/2012 Posts: 11,935
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Superprime1 wrote:sparkly wrote:Angelica _ann wrote:Kujeni traditional hardcore shares ~ BAT, EABL, BBK, Stanchart, & of course new kid on the block Safaricom. A bit of KCB & Equity Bank could be a try. BBK is a spent force. Currently BBK has one of the few exceptionally high dividend payout ratios (80%+) alongside StanChart. Both have good dividend yields to boot even at current prices -- those who boarded a few years back have probably recouped their investments through dividend alone. Capital preservation with consistent dividend yoy. In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Member Joined: 3/20/2008 Posts: 503
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Angelica _ann wrote:Superprime1 wrote:sparkly wrote:Angelica _ann wrote:Kujeni traditional hardcore shares ~ BAT, EABL, BBK, Stanchart, & of course new kid on the block Safaricom. A bit of KCB & Equity Bank could be a try. BBK is a spent force. Currently BBK has one of the few exceptionally high dividend payout ratios (80%+) alongside StanChart. Both have good dividend yields to boot even at current prices -- those who boarded a few years back have probably recouped their investments through dividend alone. Capital preservation with consistent dividend yoy. But where are the NMG results??? 
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Rank: Member Joined: 5/2/2018 Posts: 267
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xxxxx wrote:Angelica _ann wrote:Superprime1 wrote:sparkly wrote:Angelica _ann wrote:Kujeni traditional hardcore shares ~ BAT, EABL, BBK, Stanchart, & of course new kid on the block Safaricom. A bit of KCB & Equity Bank could be a try. BBK is a spent force. Currently BBK has one of the few exceptionally high dividend payout ratios (80%+) alongside StanChart. Both have good dividend yields to boot even at current prices -- those who boarded a few years back have probably recouped their investments through dividend alone. Capital preservation with consistent dividend yoy. But where are the NMG results??? Still early and the media house is within time. Last year it released on April 18th, so wait for next week I guess.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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sparkly wrote:rwitre wrote:On this one am so deep in that either the FY18 dividend will have me rejoicing and clearing all my loans, or the share nosedive in the event of a loss declaration will have me seeking therapy for PTSD. It can only go two ways. Expect a drastic cut in Dividend. Uhuruto decided to kill the makaratasi ya kufunga nyama by denying them digital licences, denying them goverment Ad revenue and refusing to pay for services supplied. My dividend cut prediction came to be. Dividend slashed from Sh 10 to Sh 5.. Life is short. Live passionately.
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Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
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sparkly wrote:littledove wrote:sparkly wrote:xxxxx wrote:sparkly wrote:rwitre wrote:On this one am so deep in that either the FY18 dividend will have me rejoicing and clearing all my loans, or the share nosedive in the event of a loss declaration will have me seeking therapy for PTSD. It can only go two ways. Expect a drastic cut in Dividend. Uhuruto decided to kill the makaratasi ya kufunga nyama by denying them digital licences, denying them goverment Ad revenue and refusing to pay for services supplied. All these challenges are REAL....even before considering social media Sadly there are no better alternatives in Commercial and Services for people who like to have a diversified portfolio. The other listed Companies are: Atlas Express KQ LonghornSameer Scangroup Standard Group TPS SerenaUchumi longhorn and tps are not bad options but they are somehow illiquid for huge volumes I consider NMG better than above two. @sparky,there has been a decline in revenues for the last 5 years.The solution is for NMG to tap immediate revenues from digital business which will take time.Thats my opinion on the way forward.How do you feel? Towards the goal of financial freedom
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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Ebenyo wrote:sparkly wrote:littledove wrote:sparkly wrote:xxxxx wrote:sparkly wrote:rwitre wrote:On this one am so deep in that either the FY18 dividend will have me rejoicing and clearing all my loans, or the share nosedive in the event of a loss declaration will have me seeking therapy for PTSD. It can only go two ways. Expect a drastic cut in Dividend. Uhuruto decided to kill the makaratasi ya kufunga nyama by denying them digital licences, denying them goverment Ad revenue and refusing to pay for services supplied. All these challenges are REAL....even before considering social media Sadly there are no better alternatives in Commercial and Services for people who like to have a diversified portfolio. The other listed Companies are: Atlas Express KQ LonghornSameer Scangroup Standard Group TPS SerenaUchumi longhorn and tps are not bad options but they are somehow illiquid for huge volumes I consider NMG better than above two. @sparky,there has been a decline in revenues for the last 5 years.The solution is for NMG to tap immediate revenues from digital business which will take time.Thats my opinion on the way forward.How do you feel? Or they look beyond Kenya and the Eastern African region for new frontier markets Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 5/31/2011 Posts: 261
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sparkly wrote:sparkly wrote:rwitre wrote:On this one am so deep in that either the FY18 dividend will have me rejoicing and clearing all my loans, or the share nosedive in the event of a loss declaration will have me seeking therapy for PTSD. It can only go two ways. Expect a drastic cut in Dividend. Uhuruto decided to kill the makaratasi ya kufunga nyama by denying them digital licences, denying them goverment Ad revenue and refusing to pay for services supplied. My dividend cut prediction came to be. Dividend slashed from Sh 10 to Sh 5.. Book closure and date of payment? You lose money chasing women, but you never lose women chasing money - NAS
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