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Carbacid HY19
VituVingiSana
#11 Posted : Monday, March 25, 2019 11:28:16 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
the deal wrote:
VituVingiSana wrote:
the deal wrote:
Fyatu wrote:
We are back to profit warnings. This tano terror economy yawa! I can see tea farms huko Kericho are under sieke too

Was bound to happen at some point...Chinese figured them out...now they're eating their lunch...
What have the Chinese figured out about Carbacid?

Instead of mining they can produce it artificially...same quality...now some of Carbacids customers have gotten hold of the technology thus reducing they're reliance on Carbacid...
Which (former) customers, except EABL, of Carbacid are doing so?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#12 Posted : Monday, March 25, 2019 11:37:15 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
For those who have shares in Carbacid:

Do you look at CARB as a CO2 firm or as an investment firm?
Looking at the results and balance sheet, it looks like an investment firm with the "CO2" as a subsidiary.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#13 Posted : Monday, March 25, 2019 12:32:32 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
VituVingiSana wrote:
For those who have shares in Carbacid:

Do you look at CARB as a CO2 firm or as an investment firm?
Looking at the results and balance sheet, it looks like an investment firm with the "CO2" as a subsidiary.


Diversification strategy
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ebenyo
#14 Posted : Monday, March 25, 2019 6:08:24 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
[quote=VituVingiSana]Carbacid sets sights on gas mining permit
https://www.businessdail...9306-5b4xb7z/index.html[/quote]


This will aid in revenue growth.
The management of Carbacid is very honest.
It's the only company that I have invested that sends me it's annual report in a soft copy!
This profit warning is also very honest as it's coming six months before Financial year closes.
The carbon business is not doing very good but they have succeeded to get loyal customers over the years.
The financial market is also not great,but there is room for change especially if they get the right managers.
Towards the goal of financial freedom
Ericsson
#15 Posted : Wednesday, October 23, 2019 4:47:16 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...ormat=jpg&name=large
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Horton
#16 Posted : Wednesday, October 23, 2019 6:03:54 PM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
[quote=Ericsson]Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]


Who are there competitors? I hear about a Chinese company. Not sure how they can send CO2 logistically profitable all the way to 254
Balaa
#17 Posted : Wednesday, October 23, 2019 9:50:00 PM
Rank: Member

Joined: 7/6/2018
Posts: 175
Location: Kinshasa
[quote=Ericsson]Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]

Applause this one's never let me down.
If it don't make dollars, it don't make sense
Ebenyo
#18 Posted : Thursday, October 24, 2019 10:03:34 AM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
Balaa wrote:
[quote=Ericsson]Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]

Applause this one's never let me down.



I have received the same dividend four years now.Is that a growth?
Towards the goal of financial freedom
Ericsson
#19 Posted : Thursday, October 24, 2019 10:06:02 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Ebenyo wrote:
Balaa wrote:
[quote=Ericsson]Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]

Applause this one's never let me down.



I have received the same dividend four years now.Is that a growth?

Ata watu wa Equity bank have received ksh.2 for 5 years
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
VituVingiSana
#20 Posted : Thursday, October 24, 2019 10:26:55 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Ebenyo wrote:
Balaa wrote:
[quote=Ericsson]Carbacid FY19
Revenue up 11.5% to Sh630.5m.
Other income up 3.5% to Sh203.7m
Operating margin was stable at 63.5%

Net profit decreased by 11.4% to Sh264.6m purely due to fair value losses on equity investments.

EPS fell by 11.1% to Sh1.04 from Sh1.17 in 2018.
Dividend was maintained at Sh0.70.

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]

Applause this one's never let me down.


I have received the same dividend four years now.Is that a growth?
Umeongea na wanahisa wa KPLC? ARM? KQ? d'oh!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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