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Safaricom FY17 PBT 67BN
bartum
#31 Posted : Wednesday, May 10, 2017 5:32:57 PM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
hooverrl wrote:
I'm guessing there were some investors that were disappointed by the FY18 guidance.

EBIT of Shs71-75bn for next year isn't terribly exciting.

Disclosure: I've got a beneficial interest in Safcom shares.

EBIT for FY18 will be about 75-80
With Eps of 1.5 and dps of 1.2 Iam waiting for lower prices
Ericsson
#32 Posted : Wednesday, May 10, 2017 5:39:41 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
hooverrl wrote:
I'm guessing there were some investors that were disappointed by the FY18 guidance.

EBIT of Shs71-75bn for next year isn't terribly exciting.

Disclosure: I've got a beneficial interest in Safcom shares.


Let's wait for the half year results to give a better direction
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
watesh
#33 Posted : Wednesday, May 10, 2017 7:05:27 PM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
Impunity wrote:
Me I will enter this market during the 3 months period to the re-run...things will be dirt cheap...10 may be visited.

The last 10 was in Dec 2013.....unless a catastrophe is coming, i dont see that price
Pesa Nane
#34 Posted : Wednesday, May 10, 2017 9:24:30 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Friday, August 12, 2016 2:39:55 PM
Pesa Nane wrote:
Hating on safaricom:
1. Wanjiku carried the pregnancy and bore the child (IPO and refund saga)
2. Wanjiku nurtured the child through hardship (Stagnant share price coupled with very low dividends to earn all of the 85Bn in retained earning)
3. Wanjiku got bought off on the cheap by the fat cats (HNW investors, Foreigners, Institutions)
4. Fat cats pumped the price and invaded the cookie jar (awarded themselves Super High dividends + a forced SPECIAL dividend) - Wanjiku's blood, sweat and labour over the years
5. Fat cats are now planning to hand over the emaciated stock back to Wanjiku at a princely sum for another cycle.


Disclaimer: I sold my holding at a good profit smile BUT at a paltry Ksh. 4.10 Sad


"Actually, Free Cash Flow - KES 43.5 bn. Total dividend KES 65.8 bn. Borrowings up from Nil to KES 16.5 bn - Sunil
Pesa Nane plans to be shilingi when he grows up.
lochaz-index
#35 Posted : Wednesday, May 10, 2017 10:24:24 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
Pesa Nane wrote:
Friday, August 12, 2016 2:39:55 PM
Pesa Nane wrote:
Hating on safaricom:
1. Wanjiku carried the pregnancy and bore the child (IPO and refund saga)
2. Wanjiku nurtured the child through hardship (Stagnant share price coupled with very low dividends to earn all of the 85Bn in retained earning)
3. Wanjiku got bought off on the cheap by the fat cats (HNW investors, Foreigners, Institutions)
4. Fat cats pumped the price and invaded the cookie jar (awarded themselves Super High dividends + a forced SPECIAL dividend) - Wanjiku's blood, sweat and labour over the years
5. Fat cats are now planning to hand over the emaciated stock back to Wanjiku at a princely sum for another cycle.


Disclaimer: I sold my holding at a good profit smile BUT at a paltry Ksh. 4.10 Sad


"Actually, Free Cash Flow - KES 43.5 bn. Total dividend KES 65.8 bn. Borrowings up from Nil to KES 16.5 bn - Sunil

Why the sudden change in borrowing appetite given their level of cash reserves?
The main purpose of the stock market is to make fools of as many people as possible.
murchr
#36 Posted : Thursday, May 11, 2017 1:58:39 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
lochaz-index wrote:
Pesa Nane wrote:
Friday, August 12, 2016 2:39:55 PM
Pesa Nane wrote:
Hating on safaricom:
1. Wanjiku carried the pregnancy and bore the child (IPO and refund saga)
2. Wanjiku nurtured the child through hardship (Stagnant share price coupled with very low dividends to earn all of the 85Bn in retained earning)
3. Wanjiku got bought off on the cheap by the fat cats (HNW investors, Foreigners, Institutions)
4. Fat cats pumped the price and invaded the cookie jar (awarded themselves Super High dividends + a forced SPECIAL dividend) - Wanjiku's blood, sweat and labour over the years
5. Fat cats are now planning to hand over the emaciated stock back to Wanjiku at a princely sum for another cycle.


Disclaimer: I sold my holding at a good profit smile BUT at a paltry Ksh. 4.10 Sad


"Actually, Free Cash Flow - KES 43.5 bn. Total dividend KES 65.8 bn. Borrowings up from Nil to KES 16.5 bn - Sunil

Why the sudden change in borrowing appetite given their level of cash reserves?


The special div of Ksh0.68 was for the year ended 31st March 2016 . Why is he adding the Ksh0.97 meant for FY17?

http://www.wazua.co.ke/f...aspx?g=posts&t=34428
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
Ebenyo
#37 Posted : Thursday, May 11, 2017 6:10:28 AM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
hooverrl wrote:
I'm guessing there were some investors that were disappointed by the FY18 guidance.

EBIT of Shs71-75bn for next year isn't terribly exciting.

Disclosure: I've got a beneficial interest in Safcom shares.



i urge those investors to sell us their disapointment.we are patiently waiting
Towards the goal of financial freedom
Pesa Nane
#38 Posted : Thursday, May 11, 2017 10:05:27 AM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
murchr wrote:


The special div of Ksh0.68 was for the year ended 31st March 2016 . Why is he adding the Ksh0.97 meant for FY17?

http://www.wazua.co.ke/f...spx?g=posts&t=34428


Shame on you Shame on you
*Special Div. declared towards end of July 2016. Safcom FY16 ended 31Mar16
*"There is room for this one off dividend of Kshs. 27.5 Billion due to the cash position of the company and the significant retained earnings.." Collymore
*"This is an additional dividend to what we expect to recommend at next years AGM for the year ended 31st March 2017" - Collymore


Pesa Nane plans to be shilingi when he grows up.
Pesa Nane
#39 Posted : Thursday, May 11, 2017 10:26:09 AM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Pesa Nane plans to be shilingi when he grows up.
Pesa Nane
#40 Posted : Monday, May 15, 2017 12:39:42 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
lochaz-index wrote:
Pesa Nane wrote:
Friday, August 12, 2016 2:39:55 PM
Pesa Nane wrote:
Hating on safaricom:
1. Wanjiku carried the pregnancy and bore the child (IPO and refund saga)
2. Wanjiku nurtured the child through hardship (Stagnant share price coupled with very low dividends to earn all of the 85Bn in retained earning)
3. Wanjiku got bought off on the cheap by the fat cats (HNW investors, Foreigners, Institutions)
4. Fat cats pumped the price and invaded the cookie jar (awarded themselves Super High dividends + a forced SPECIAL dividend + 136% earning payout in FY17) - Wanjiku's blood, sweat and labour over the years
5. Fat cats are now planning to hand over the emaciated stock back to Wanjiku at a princely sum for another cycle.


Disclaimer: I sold my holding at a good profit smile BUT at a paltry Ksh. 4.10 Sad


"Actually, Free Cash Flow - KES 43.5 bn. Total dividend KES 65.8 bn. Borrowings up from Nil to KES 16.5 bn - Sunil

Why the sudden change in borrowing appetite given their level of cash reserves?

Pesa Nane plans to be shilingi when he grows up.
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