wazua Wed, Mar 18, 2026
Welcome Guest Search | Active Topics | Log In

18 Pages«<910111213>»
JUBILEE HOLDINGS
Options
Previous Topic · Next Topic
My 2 cents
#101 Posted : Wednesday, October 20, 2021 11:22:04 AM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,089
Ericsson wrote:
VituVingiSana wrote:
Ericsson wrote:
My 2 cents wrote:
VituVingiSana wrote:
maka wrote:
Ebenyo wrote:
Ericsson wrote:
85% of Jubilee Holdings investments is in government securities.

They should diversify to stocks and real estate.

Not now...
It's about the price of entry. If they can load up on cheap (good dividend payers) stocks today then the payoff will come in a few years. Firms like JHL can't look at small stakes but large purchases so they have to start accumulating NOW rather than wait for a decrease in price on small/light trades.

You and I can wait for a slight cheaper price since we buy "few" shares but JHL needs to deploy billions. I am also OK with them buying/holding some IFBs yielding 12.5% tax-free.


They can start with buying DTB shares - super cheap. And they are affiliated to DTB anyways.

They already own a stake in DTB
So? Buy more. Heck, if they can [regulations] they should buy 25% - 100% of the bank out and instill discipline and sense!

Of course, the 51% owners are AKFED/AKDN who are also the primary shareholders of Jubilee.

They need to send some JHL people to kick DTB's management.


JHL is building a stake in Kenya Re


How do you know this? Is it for sure?
Back to top
  |
Ericsson
#102 Posted : Wednesday, October 20, 2021 11:25:32 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
My 2 cents wrote:
Ericsson wrote:
VituVingiSana wrote:
Ericsson wrote:
My 2 cents wrote:
VituVingiSana wrote:
maka wrote:
Ebenyo wrote:
Ericsson wrote:
85% of Jubilee Holdings investments is in government securities.

They should diversify to stocks and real estate.

Not now...
It's about the price of entry. If they can load up on cheap (good dividend payers) stocks today then the payoff will come in a few years. Firms like JHL can't look at small stakes but large purchases so they have to start accumulating NOW rather than wait for a decrease in price on small/light trades.

You and I can wait for a slight cheaper price since we buy "few" shares but JHL needs to deploy billions. I am also OK with them buying/holding some IFBs yielding 12.5% tax-free.


They can start with buying DTB shares - super cheap. And they are affiliated to DTB anyways.

They already own a stake in DTB
So? Buy more. Heck, if they can [regulations] they should buy 25% - 100% of the bank out and instill discipline and sense!

Of course, the 51% owners are AKFED/AKDN who are also the primary shareholders of Jubilee.

They need to send some JHL people to kick DTB's management.


JHL is building a stake in Kenya Re


How do you know this? Is it for sure?

Watch and learn, you'll thank me later
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
  |
My 2 cents
#103 Posted : Wednesday, October 20, 2021 12:51:51 PM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,089
How do you know? Just answer in a straight forward manner.
Back to top
  |
Ericsson
#104 Posted : Wednesday, October 20, 2021 3:26:39 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
My 2 cents wrote:
How do you know? Just answer in a straight forward manner.


Check the annual report of list of shareholders.
Check the latest and previous.
This is in their website
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
  |
My 2 cents
#105 Posted : Wednesday, October 20, 2021 6:11:14 PM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,089
Ericsson wrote:
My 2 cents wrote:
How do you know? Just answer in a straight forward manner.


Check the annual report of list of shareholders.
Check the latest and previous.
This is in their website


Great
Back to top
  |
VituVingiSana
#106 Posted : Wednesday, October 20, 2021 6:47:29 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,344
Location: Nairobi
My 2 cents wrote:
Ericsson wrote:
My 2 cents wrote:
How do you know? Just answer in a straight forward manner.


Check the annual report of list of shareholders.
Check the latest and previous.
This is in their website

Great
2% but GoK has 60%. I hope JHL can buy 26% and get some board seats but GoK still calls the shots.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
My 2 cents
#107 Posted : Wednesday, October 20, 2021 9:22:12 PM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,089
2% is hardly a position
Back to top
  |
Ericsson
#108 Posted : Wednesday, October 20, 2021 11:11:52 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
VituVingiSana wrote:
My 2 cents wrote:
Ericsson wrote:
My 2 cents wrote:
How do you know? Just answer in a straight forward manner.


Check the annual report of list of shareholders.
Check the latest and previous.
This is in their website

Great
2% but GoK has 60%. I hope JHL can buy 26% and get some board seats but GoK still calls the shots.

Board seats they need minimum 10%.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
  |
Ericsson
#109 Posted : Wednesday, October 20, 2021 11:37:51 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
My 2 cents wrote:
2% is hardly a position


Building is an ongoing process.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
  |
VituVingiSana
#110 Posted : Thursday, October 21, 2021 4:13:04 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,344
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
My 2 cents wrote:
Ericsson wrote:
My 2 cents wrote:
How do you know? Just answer in a straight forward manner.


Check the annual report of list of shareholders.
Check the latest and previous.
This is in their website

Great
2% but GoK has 60%. I hope JHL can buy 26% and get some board seats but GoK still calls the shots.

Board seats they need minimum 10%.
Do you have any source to back up that 10% can get them a board seat?

I know you said "minimum" but that means little in this context since GoK clearly has 50%+
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
18 Pages«<910111213>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.