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NMG HY 2018
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Mike Ock
#11 Posted : Friday, August 17, 2018 11:31:24 PM
Rank: Member

Joined: 1/22/2015
Posts: 682
The rain has only started to beat. When my parents stopped buying gazeti in favor of internet stories I knew the clock had started towards D Day. Lucky for them their online competitors like OLX are also struggling. They need to copy Royal Media and launch very many different products in the "hot" areas online. They also need to be more open to acquisitions now. The way the online market is shaping up in Kenya, there will be very few mega opportunities to make billions with one idea. It will be about having many different products making between 10-100 million each
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Ericsson
#12 Posted : Saturday, August 18, 2018 4:13:27 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Mike Ock wrote:
The rain has only started to beat. When my parents stopped buying gazeti in favor of internet stories I knew the clock had started towards D Day. Lucky for them their online competitors like OLX are also struggling. They need to copy Royal Media and launch very many different products in the "hot" areas online. They also need to be more open to acquisitions now. The way the online market is shaping up in Kenya, there will be very few mega opportunities to make billions with one idea. It will be about having many different products making between 10-100 million each


Which online media platform is doing well?
The Kenyan economy is struggling
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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the deal
#13 Posted : Saturday, August 18, 2018 9:24:27 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
young wrote:
POINT OF CORRECTION

The EPS (Earning Per Share) history of NMG for the past 3 years are :-

2015........11.8
2016........8.9
2017........6.9

But the board has been TOO GENEROUS to consistently pay 10 Bob dividend by dipping into their reserves for the past 2 years to PLEASE shareholders.

Looking forward pro-rating from their HY18 earnings I estimate full year EPS of 4.8 (2018) Vs 6.9(2017)

Factoring in 1.5 Bob interim dividend ,I expect a REASONABLE final dividend of 2.5 Bob making a total of 4 Bob from previous years 10 Bob.

This is the best way to face reality and channell funds for future growth and bumper dividends .

Bamburi did exactly that thereby drastically reducing their dividend payout from 12 Bob in FY 2016 (interim 6 + final 6 Bob)
TO
4 Bob in FY 2017 dividend (2.5 interim +1.5 final)


I was actually SCARED about the generosity of NMG as I knew it is not sustainable.

My 2 cents.


Welcome back... please SELL this relic...it's time for NMG to pay for it's sins...you can't go to bed with the government and come out of it unscathed! I hear state house has influence on editorial content!
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Ebenyo
#14 Posted : Monday, August 20, 2018 3:05:01 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
NMG was badly hit by january 2018 TV shutdown where they lost a big chunk in advertisement income from ntv.This has been reflected in the HY 1 results.
HY 2 will be good because of the joint broadcasting of world cup matches with kwese.
Towards the goal of financial freedom
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Ericsson
#15 Posted : Thursday, August 30, 2018 8:46:50 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Over the last 4 years, Nation Media Group (NMG) Share Price has fallen by 73% from a high of Sh 314 to a low of Sh 85, today's closing price. This is equivalent to Ksh 43.2 Billion being wiped off its market value.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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rwitre
#16 Posted : Tuesday, September 04, 2018 1:24:08 PM
Rank: Member

Joined: 3/8/2018
Posts: 507
Location: Nairobi
Ericsson wrote:
Over the last 4 years, Nation Media Group (NMG) Share Price has fallen by 73% from a high of Sh 314 to a low of Sh 85, today's closing price. This is equivalent to Ksh 43.2 Billion being wiped off its market value.


Jittery hands spotted selling at Sh 80.
Cheque books opening ahead of book closure for interim dividend.
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obiero
#17 Posted : Tuesday, September 04, 2018 1:32:59 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
rwitre wrote:
Ericsson wrote:
Over the last 4 years, Nation Media Group (NMG) Share Price has fallen by 73% from a high of Sh 314 to a low of Sh 85, today's closing price. This is equivalent to Ksh 43.2 Billion being wiped off its market value.


Jittery hands spotted selling at Sh 80.
Cheque books opening ahead of book closure for interim dividend.

I researched the company on my graduation project and the observatory finding was exactly as has transpired.. "The Impact Of Internet Usage on Newspaper Distribution in Kenya"

KQ ABP 4.26
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rwitre
#18 Posted : Tuesday, September 04, 2018 2:06:31 PM
Rank: Member

Joined: 3/8/2018
Posts: 507
Location: Nairobi
obiero wrote:
rwitre wrote:
Ericsson wrote:
Over the last 4 years, Nation Media Group (NMG) Share Price has fallen by 73% from a high of Sh 314 to a low of Sh 85, today's closing price. This is equivalent to Ksh 43.2 Billion being wiped off its market value.


Jittery hands spotted selling at Sh 80.
Cheque books opening ahead of book closure for interim dividend.

I researched the company on my graduation project and the observatory finding was exactly as has transpired.. "The Impact Of Internet Usage on Newspaper Distribution in Kenya"


Kweli...it's "Adapt to survive".

Though Kenya media industry and digital disruption has unique challenges.
Like with the Video-On-Demand, the kickoff looked good and growth momentum was exciting.

Then a few month later, services like RMS's Viusasa are struggling to break even.

Focus is on the management, the products they release to the Kenyan market, and how successful they will be in raising revenue. Not just copy-pasting solutions from other markets and hoping the success will be replicated here.
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Ebenyo
#19 Posted : Tuesday, September 04, 2018 2:07:42 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
obiero wrote:
rwitre wrote:
Ericsson wrote:
Over the last 4 years, Nation Media Group (NMG) Share Price has fallen by 73% from a high of Sh 314 to a low of Sh 85, today's closing price. This is equivalent to Ksh 43.2 Billion being wiped off its market value.


Jittery hands spotted selling at Sh 80.
Cheque books opening ahead of book closure for interim dividend.

I researched the company on my graduation project and the observatory finding was exactly as has transpired.. "The Impact Of Internet Usage on Newspaper Distribution in Kenya"



NMG can still make money from internet through advertisements if they strategise properly.
Towards the goal of financial freedom
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obiero
#20 Posted : Tuesday, September 04, 2018 2:41:33 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Ebenyo wrote:
obiero wrote:
rwitre wrote:
Ericsson wrote:
Over the last 4 years, Nation Media Group (NMG) Share Price has fallen by 73% from a high of Sh 314 to a low of Sh 85, today's closing price. This is equivalent to Ksh 43.2 Billion being wiped off its market value.


Jittery hands spotted selling at Sh 80.
Cheque books opening ahead of book closure for interim dividend.

I researched the company on my graduation project and the observatory finding was exactly as has transpired.. "The Impact Of Internet Usage on Newspaper Distribution in Kenya"



NMG can still make money from internet through advertisements if they strategise properly.

True. But pulling people away from Facebook, IG and Twitter will not be easy.. That's where the ad expense of most large Kenyan corporates has gone to..

KQ ABP 4.26
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