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Ericsson		#1581 Posted : Thursday, June 26, 2025 6:55:27 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,773 Location: NAIROBI		MaichBlack wrote: And the issue of dividends is very hot and even Paul Russo has spoken on it in several interviews. I believe the KCB Board will try to balance growth and dividends moving forward. What is he doing about it? Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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MaichBlack		#1582 Posted : Thursday, June 26, 2025 2:38:19 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,547		Ericsson wrote: MaichBlack wrote: And the issue of dividends is very hot and even Paul Russo has spoken on it in several interviews. I believe the KCB Board will try to balance growth and dividends moving forward. What is he doing about it? There are good reasons why they are not paying. 1) Some subsidiaries are not remitting their profits but using them for growth. 2) Regional expansion. This leaves less money for distribution as dividends. What happens moving forward? 1) At some point subsidiaries will start remitting more and more of their profits depending on growth requirements which is not linear. Growth requirements are higher at the beginning. 2) Regional expansion is not is not an annual thing. You don't go to new country/market every year. And the two above are not even bad things. If they can continuously and profitably invest in growth even better!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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watesh		#1583 Posted : Friday, June 27, 2025 8:41:36 AM
Rank: Veteran Joined: 8/10/2014 Posts: 989 Location: Kenya		MaichBlack wrote: Ericsson wrote: MaichBlack wrote: And the issue of dividends is very hot and even Paul Russo has spoken on it in several interviews. I believe the KCB Board will try to balance growth and dividends moving forward. What is he doing about it? There are good reasons why they are not paying. 1) Some subsidiaries are not remitting their profits but using them for growth. 2) Regional expansion. This leaves less money for distribution as dividends. What happens moving forward? 1) At some point subsidiaries will start remitting more and more of their profits depending on growth requirements which is not linear. Growth requirements are higher at the beginning. 2) Regional expansion is not is not an annual thing. You don't go to new country/market every year. And the two above are not even bad things. If they can continuously and profitably invest in growth even better!! Just like having endless bullets might tempt a soldier to shoot wildly instead of aiming carefully, excess capital can lead to careless or undisciplined investments. KCB has the potential to suffer from this
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wukan		#1584 Posted : Friday, June 27, 2025 8:53:00 AM
Rank: Veteran Joined: 11/13/2015 Posts: 1,612		watesh wrote: MaichBlack wrote: Ericsson wrote: MaichBlack wrote: And the issue of dividends is very hot and even Paul Russo has spoken on it in several interviews. I believe the KCB Board will try to balance growth and dividends moving forward. What is he doing about it? There are good reasons why they are not paying. 1) Some subsidiaries are not remitting their profits but using them for growth. 2) Regional expansion. This leaves less money for distribution as dividends. What happens moving forward? 1) At some point subsidiaries will start remitting more and more of their profits depending on growth requirements which is not linear. Growth requirements are higher at the beginning. 2) Regional expansion is not is not an annual thing. You don't go to new country/market every year. And the two above are not even bad things. If they can continuously and profitably invest in growth even better!! Just like having endless bullets might tempt a soldier to shoot wildly instead of aiming carefully, excess capital can lead to careless or undisciplined investments. KCB has the potential to suffer from this Yes that was my fear about KCB, having too many moving parts. The saving grace is that the board/CEO responds well to valid criticism. E.g. they stopped jumping into bed with GoK for quickie deals
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MaichBlack		#1585 Posted : Friday, June 27, 2025 10:21:08 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,547		watesh wrote: MaichBlack wrote: Ericsson wrote: MaichBlack wrote: And the issue of dividends is very hot and even Paul Russo has spoken on it in several interviews. I believe the KCB Board will try to balance growth and dividends moving forward. What is he doing about it? There are good reasons why they are not paying. 1) Some subsidiaries are not remitting their profits but using them for growth. 2) Regional expansion. This leaves less money for distribution as dividends. What happens moving forward? 1) At some point subsidiaries will start remitting more and more of their profits depending on growth requirements which is not linear. Growth requirements are higher at the beginning. 2) Regional expansion is not is not an annual thing. You don't go to new country/market every year. And the two above are not even bad things. If they can continuously and profitably invest in growth even better!! Just like having endless bullets might tempt a soldier to shoot wildly instead of aiming carefully, excess capital can lead to careless or undisciplined investments. KCB has the potential to suffer from this We should point this out if and when it happens. Naturally, the management, the board and the investors analyse the performance of each individual investment regardless of the performance of the group. That is why NBK had to be let go for example. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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MaichBlack		#1586 Posted : Friday, June 27, 2025 11:40:23 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,547		VituVingiSana wrote: MaichBlack wrote: MaichBlack wrote: MaichBlack wrote: Wavutaji sigara asanteni sana!!! BAT dividends ndani, ndani, ndani kabisa!! I hate what you guys are doing to yourselves but even if I didn't invest, you would still be smoking!!! “I’ll tell you why I like the cigarette business. It cost a penny to make. Sell it for a dollar. It’s addictive. And there’s a fantastic brand loyalty.” - Warren Buffett Tax regime ndio tu huwa shida!!! May be one day we will get a smokers friendly person in power. Or more likely a shareholder. Oooops!!! I jumped the gun!! Kumbe nilipata za Coop nikadhani ni za BAT!!! All the same, thanks in advance smokers!!! Manzee! You had me excited too. I was going to call the registrar as to why I haven't seen the moolah. 25th June onwards for BAT Sasa BAT dividends ziko ndani ndani!!! Reinvest or eat the money! Ni pesa yako!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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MaichBlack		#1587 Posted : Friday, June 27, 2025 11:42:08 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,547		MaichBlack wrote: Wavutaji sigara asanteni sana!!! BAT dividends ndani, ndani, ndani kabisa!! I hate what you guys are doing to yourselves but even if I didn't invest, you would still be smoking!!! “I’ll tell you why I like the cigarette business. It cost a penny to make. Sell it for a dollar. It’s addictive. And there’s a fantastic brand loyalty.” - Warren Buffett Wavutaji sigara, it's me again!! Asanteni!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Angelica _ann		#1588 Posted : Friday, June 27, 2025 12:35:06 PM
Rank: Elder Joined: 12/7/2012 Posts: 11,919		MaichBlack wrote: MaichBlack wrote: Wavutaji sigara asanteni sana!!! BAT dividends ndani, ndani, ndani kabisa!! I hate what you guys are doing to yourselves but even if I didn't invest, you would still be smoking!!! “I’ll tell you why I like the cigarette business. It cost a penny to make. Sell it for a dollar. It’s addictive. And there’s a fantastic brand loyalty.” - Warren Buffett Wavutaji sigara, it's me again!! Asanteni!!! As always 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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VituVingiSana		#1589 Posted : Friday, June 27, 2025 3:21:10 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,190 Location: Nairobi		wukan wrote: watesh wrote: MaichBlack wrote: Ericsson wrote: MaichBlack wrote: And the issue of dividends is very hot and even Paul Russo has spoken on it in several interviews. I believe the KCB Board will try to balance growth and dividends moving forward. What is he doing about it? There are good reasons why they are not paying. 1) Some subsidiaries are not remitting their profits but using them for growth. 2) Regional expansion. This leaves less money for distribution as dividends. What happens moving forward? 1) At some point subsidiaries will start remitting more and more of their profits depending on growth requirements which is not linear. Growth requirements are higher at the beginning. 2) Regional expansion is not is not an annual thing. You don't go to new country/market every year. And the two above are not even bad things. If they can continuously and profitably invest in growth even better!! Just like having endless bullets might tempt a soldier to shoot wildly instead of aiming carefully, excess capital can lead to careless or undisciplined investments. KCB has the potential to suffer from this Yes that was my fear about KCB, having too many moving parts. The saving grace is that the board/CEO responds well to valid criticism. E.g. they stopped jumping into bed with GoK for quickie deals Do they have a choice when "asked" by SH? 2027 ni karibu. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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VituVingiSana		#1590 Posted : Friday, June 27, 2025 3:24:06 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,190 Location: Nairobi		MaichBlack wrote: MaichBlack wrote: Wavutaji sigara asanteni sana!!! BAT dividends ndani, ndani, ndani kabisa!! I hate what you guys are doing to yourselves but even if I didn't invest, you would still be smoking!!! “I’ll tell you why I like the cigarette business. It cost a penny to make. Sell it for a dollar. It’s addictive. And there’s a fantastic brand loyalty.” - Warren Buffett Wavutaji sigara, it's me again!! Asanteni!!! Sweet dividend! BTW, have you seen the dividend announcement for KTC and WTK? Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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Kusadikika		#1591 Posted : Friday, June 27, 2025 3:54:01 PM
Rank: Elder Joined: 7/22/2008 Posts: 2,716		DTK ndani, ndani, ndaaani!!
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Monk		#1592 Posted : Friday, June 27, 2025 4:08:29 PM
Rank: Member Joined: 7/1/2009 Posts: 268		VituVingiSana wrote: MaichBlack wrote: MaichBlack wrote: Wavutaji sigara asanteni sana!!! BAT dividends ndani, ndani, ndani kabisa!! I hate what you guys are doing to yourselves but even if I didn't invest, you would still be smoking!!! “I’ll tell you why I like the cigarette business. It cost a penny to make. Sell it for a dollar. It’s addictive. And there’s a fantastic brand loyalty.” - Warren Buffett Wavutaji sigara, it's me again!! Asanteni!!! Sweet dividend! BTW, have you seen the dividend announcement for KTC and WTK? A welcome drop in their prices (WTK&KTC) underway :)...speculators don't seem interested in the bonus issue
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