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Acorn Group Holdings - Property Developer
VituVingiSana
#1 Posted : Tuesday, February 25, 2020 5:12:26 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
Acorn CEO reveals 30pc stake in property firm
https://www.businessdail...7530-3av9fgz/index.html

The chief executive of Acorn Group Holdings, Edward Kirathe, is the single-largest individual investor in the property developer with a 30.24 percent stake.
Mr Kirathe’s ownership in the company has been disclosed in documents prepared by the company in connection with its recent raising of Sh5 billion from the issuance of medium term bonds.

Acorn’s chief commercial officer Kenneth Luusa has a 6.5 percent equity in the company while Peter Njenga, the firm’s chief operating officer, has his interest listed at 6.02 percent.

50 percent equity is held by private equity firm Helios through Accord Holdco.

Acorn made a Sh1.2 billion net loss in the year ended December 2018, according to disclosures by the company.

https://www.businessdail...6236-ao68mfz/index.html

This came as debt provided by the owners including Helios increased to Sh3.1 billion from Sh2.1 billion. The property developer ended the period with a negative equity of Sh1.3 billion which it says will be reversed in the medium term.
“The group’s negative net assets position is projected to be eliminated in 2023,” Acorn said.

Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#2 Posted : Tuesday, February 25, 2020 5:21:30 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
Acorn green bond sale hits 85pc subscription (3Q 2019) KES 4.3bn

https://www.nation.co.ke...97822-j8a4te/index.html

That's a good amount raised.

Acorn Group and Helios to construct US$ 68m hostels in Kenya
https://constructionrevi...t-us-68m-hostels-kenya/

Buildings - website/photos have not been updated since 2018
http://acornholdingsafri...ortfolio/qwetu-ruaraka/

Cytonn does a much better job of providing updates.
Even Centum provides more frequent updates on its projects.

The Qwetu buildings look good in photos posted on the Qwetu website. https://qwetu.co.ke
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#3 Posted : Tuesday, February 25, 2020 5:34:26 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
FS FY2018 http://acornholdingsafri...ted-financials-2018.pdf
MTN 2019 http://acornholdingsafri...um-final101183596.2.pdf

Interesting reading.

Acorn, Cytonn, Fahari (listed), etc
The choices for investors is widening but which will perform?

Qwetu/Acorn as "first to market" has taken a march over others in the student accommodation space.

I wonder if they will list their shares on an OTC or NSE in the near future.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#4 Posted : Sunday, March 01, 2020 11:23:28 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
Property developer Acorn to sell hostels stake through D-Reit
https://www.businessdail...474522-y84lkr/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#5 Posted : Thursday, July 22, 2021 7:10:15 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
75% of the final tranche of Acorn's MTN (146% subscription) was attributable to existing note holders,the remaining 25% taken up by a single new investor.

https://youtu.be/SG-hLmCx9fc
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
tony stark
#6 Posted : Tuesday, July 27, 2021 5:28:14 AM
Rank: Veteran


Joined: 7/8/2008
Posts: 947
VituVingiSana wrote:
FS FY2018 http://acornholdingsafri...ted-financials-2018.pdf
MTN 2019 http://acornholdingsafri...um-final101183596.2.pdf

Interesting reading.

Acorn, Cytonn, Fahari (listed), etc
The choices for investors is widening but which will perform?

Qwetu/Acorn as "first to market" has taken a march over others in the student accommodation space.

I wonder if they will list their shares on an OTC or NSE in the near future.


I would also add Tsavo to this list but they still haven't become a big deal.

Do you have Acorn financials? Did they have OTC shares?? The student market is brilliant it can only get bigger for several decades.
Ericsson
#7 Posted : Friday, July 30, 2021 1:46:33 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
tony stark wrote:
VituVingiSana wrote:
FS FY2018 http://acornholdingsafri...ted-financials-2018.pdf
MTN 2019 http://acornholdingsafri...um-final101183596.2.pdf

Interesting reading.

Acorn, Cytonn, Fahari (listed), etc
The choices for investors is widening but which will perform?

Qwetu/Acorn as "first to market" has taken a march over others in the student accommodation space.

I wonder if they will list their shares on an OTC or NSE in the near future.


I would also add Tsavo to this list but they still haven't become a big deal.

Do you have Acorn financials? Did they have OTC shares?? The student market is brilliant it can only get bigger for several decades.


Acorn D-Reit interim results
https://mobile.twitter.c...967407670136837/photo/1
-Income ksh.17.8mn
-Fair value gain in revaluation of investment property ksh.338.98mn
-Profit ksh.266.9mn
-Total AUM Ksh.6.2bn
-NAV per unit Ksh.20.18

Acorn I-Reit Interim Results
https://mobile.twitter.c...967413256962048/photo/2
-Income Ksh.140mn
-Increase in fair value of investment property ksh.61.9mn
-Profit ksh.141mn
-Total AUM Ksh.3.5bn
-Earnings per unit Ksh.0.85
-Dividend per unit ksh.0.38
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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