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McGill		#131 Posted : Saturday, September 05, 2026 8:43:55 PM
Rank: Member Joined: 8/1/2019 Posts: 114		VituVingiSana wrote: obiero wrote: VituVingiSana wrote: MaichBlack wrote: Kusadikika wrote: How much of the current market rally is being driven by Mansa X? Their Kenya Shilling Fund had 160+ billion shillings at the end of H1 2026. The NSE is small and even a fraction of that money will cause a rally. Could they be creating their own outsized returns by raising valuations caused by their own buying?🤔 160 Billion is approx. 3.9% of the NSE market cap. And they had they already had NSE holdings. Let's assume that was 2% already (being extreme on the lower side). That would put new purchases at 1.9% on the higher side. How would this cause a sustained market rally??? And how would one hope to cause a rally by buying and no slump while offloading the same volume. It would be a zero sum game!! Same demand CGEN shareholders are looking to exit as the price dips. Why was it rising with crazy multiples. Teach me master Some shareholders exiting part or whole of their positions after 10x gains in 2 years. Their shares. Their profits. Has Paul Wander Ndungu exited? I do not think so. Why? He has Diamond Hands. https://x.com/kahome_ste...089374222833398076?s=20 Meanwhile, others are looking at 460 in 8.5 months after FY26 results are announced. As long as it keeps growing at crazy rates we can even see 600 by end of 2027. I think we can see 1000 by the next 5yrs.
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VituVingiSana		#132 Posted : Sunday, September 06, 2026 2:05:42 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,437 Location: Nairobi		McGill wrote: VituVingiSana wrote: obiero wrote: VituVingiSana wrote: MaichBlack wrote: Kusadikika wrote: How much of the current market rally is being driven by Mansa X? Their Kenya Shilling Fund had 160+ billion shillings at the end of H1 2026. The NSE is small and even a fraction of that money will cause a rally. Could they be creating their own outsized returns by raising valuations caused by their own buying?🤔 160 Billion is approx. 3.9% of the NSE market cap. And they had they already had NSE holdings. Let's assume that was 2% already (being extreme on the lower side). That would put new purchases at 1.9% on the higher side. How would this cause a sustained market rally??? And how would one hope to cause a rally by buying and no slump while offloading the same volume. It would be a zero sum game!! Same demand CGEN shareholders are looking to exit as the price dips. Why was it rising with crazy multiples. Teach me master Some shareholders exiting part or whole of their positions after 10x gains in 2 years. Their shares. Their profits. Has Paul Wander Ndungu exited? I do not think so. Why? He has Diamond Hands. https://x.com/kahome_ste...089374222833398076?s=20 Meanwhile, others are looking at 460 in 8.5 months after FY26 results are announced. As long as it keeps growing at crazy rates we can even see 600 by end of 2027. I think we can see 1000 by the next 5yrs. There has to be some sort of consolidation at some points. That's okay and normal. Yes, I agree that IF it can keep up the growth in EPS then we can look at some sweet gains in the price. Watu, a huge contributor, is in 10 countries. Some, eg LATM, are new markets and will take time to mature. They will have to spend a lot to gain traction before they become profitable. C&G, without Watu, is also doing well but there are many headwinds especially in 2027. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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obiero		#133 Posted : Monday, September 07, 2026 10:30:13 AM
Rank: Elder Joined: 6/23/2009 Posts: 14,476 Location: nairobi		MaichBlack wrote: VituVingiSana wrote: obiero wrote: obiero wrote: MaichBlack wrote: obiero wrote: VituVingiSana wrote: MaichBlack wrote: obiero wrote: obiero wrote: Please remember, tamaa iliuwa fisi. It is prudent that you consider offload of some of the stocks on nearest offer, ONO 1. KQ. NBV KES (31.16). (Start Price: Ksh 3.30; Current Price KES 7.58. Target/ONO Exit Price range Ksh 8.52 by Dec 31st 2026); About 150% Upside Speculative. Primary appreciation factor is the anticipated KES 69B capital injection by a strategic investor. A high risk play, where the share could face a fresh suspension 2. JUB. NBV KES 783 (Start Price: Ksh 345; Current Price KES 398. Target/ONO Exit Price range Ksh 420 by Dec 31st 2026); About 21% Upside Dominance in corporate insurance business. Strong sales in run up to the 2027 general election 3. DTB. NBV KES 310 (Start Price: Ksh 117; Current KES 150. Target/ONO Exit Price range Ksh 200 by Dec 31st 2026); About 70% Upside, excluding dividend gain Grossly undervalued tier 1 banking stock. 4. IMH. NBV 60.4 (Start Price: Ksh 44.90; Current KES 51 Target/ONO Exit Price range Ksh 54 by Dec 31st 2026); About 20% Upside, excluding dividend gain Emerging giant with steep ROI. Over 20% YoY PBT growth projection in near to mid term. 5. TPSEA. NBV KES 60.99 (Start Price: Ksh 15.75; Current KES 16.85. Target/ONO Exit Price range Ksh 30 by Dec 31st 2026); About 90% Upside Recovering tourism industry should restore lost glory. You have made a significant gain. It is safe to exit IMH. Thank me later When this was posted a week ago, we were at 60/= Now at 66.25/=. Clearly the advise was not good for either traders or investors. I hope you did NOT listen to @Obiero though given your skepticism with his pronouncements you probably did not. He is a pedestrian in this game. Atleast you, there's a history on your weird investment pattern Listening to @Obiero, making people poor since 1902!!! Hehe. You really make my days lively. Where would I be, without you DTB hits the sweet spot. Consider partial offload at KES 200 @Maich - Time to buy DTB as soon as it touches 200!!!! Let's recap in April 2028 after FY2027 results are out. Thanks @VVS. I have been building a war chest for Dangote Refineries. I want to talk to SBG next week and understand what is in store for us. The information out there is not consistent and Dangote himselfu keeps confusing me in interviews. Mara they want to give priority to retail investors, mara sijui Nigerians bla bla bla etc. I want to understand the likely structure so that I know if I should keep building the war chest or deploy my resources elsewhere. The idea is to throw all cash I will be having at Dangote Refineries then get back to NSE with the refund and new cash. I am NOT selling any of my current holdings though to fund the participation in the IPO. Just new resources. And all dividends!! TPSEA waking up COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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