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Safaricom results-what's your take?
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Mali
#41 Posted : Wednesday, November 12, 2008 7:53:00 AM
Rank: Member

Joined: 7/3/2008
Posts: 238
50% increase in sub base... good thing.. then profit by 2%? I know you are all asking... But what about ONE COMM acquisition? 10yrs from today.. good returns..

wish is yesterday,hope is tomorrow.. today we make or break!
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miser
#42 Posted : Wednesday, November 12, 2008 8:14:00 AM
Rank: Member

Joined: 7/7/2008
Posts: 124
See!Told you so:nothing and the profit looks like a dividend of less than ndururu(five cents).But I flunked maths...could be wrong!!!
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McReggae
#43 Posted : Wednesday, November 12, 2008 8:20:00 AM
Rank: Elder

Joined: 6/17/2008
Posts: 23,365
Location: Nairobi
@vituvingisana...read the report,it says 98% of mobile users are prepaid customers. Post paid customers are heavy users but they form a very tiny percentage of mobile phone users!!!!

Make money.....then you will enjoy all the fine things in life!!!
..."Wewe ni mtu mdogo sana....na mwenye amekuandika pia ni mtu mdogo sana!".
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gkchege
#44 Posted : Wednesday, November 12, 2008 8:24:00 AM
Rank: Member

Joined: 9/19/2006
Posts: 17
Guys,mmesikia tena na tena kwa muda mrefu sana - hii share ni ya 2bob,max 2.50 each. Wale wanazo sasa,jiulize,pple expected safcon to make 40B end year or what? For now,down it goes -12.5% so far...
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jammo
#45 Posted : Wednesday, November 12, 2008 8:56:00 AM
Rank: Member

Joined: 2/12/2008
Posts: 345
Okay okay... This horse is dead. We don't need flog it any more. Haisaidii. Someone post somethin new. Hopefully on stocks!! Safcom has peaked for this time..watch out for new trend...when to get in. Regardless of co performance there's a bottom for this counter..about sh3 and a high of sh4.80....so just plan ur way round that. Please note...n note wisely....for fundamentalists!...its still gud buy for long term. I remember SIB n d&b projection of it settlin between 12-15...so did Aly Khan. Most others where busy scramblin for client to bother post analysis... Same fundamentals still play..if it was a buy at 8...how much more at 3bob...or lower... At this point its not about fundamentals..its about timing. When to buy..and how. At once or spread buy. Happy investing.

' I have heard of You,o Lord. Now mine eyes have seen thee!! Baal-Perazim.. The Lord of the Breakthrough!!'
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Silk
#46 Posted : Wednesday, November 12, 2008 9:30:00 AM
Rank: Member

Joined: 8/25/2008
Posts: 144
@ novester,

read carefully,hakuna interim dividend. the 2bn you are referring to is what was paid during the period but for results of prevoius periods. if there were,w'd have been reflected as a biiiiiiiiiiig amt in the 2008 b/sheet as dividend payable.

lets watch the mkt now.

Life is too short.
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faa
#47 Posted : Wednesday, November 12, 2008 1:17:00 PM
Rank: Member

Joined: 5/8/2007
Posts: 709
9.6 billion

yayo
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Djinn
#48 Posted : Wednesday, November 12, 2008 1:51:00 PM
Rank: Elder

Joined: 11/13/2008
Posts: 1,565
At least this was an 'honest' release - their IPO prospectus (of which I hear there were two versions - pre and post trading) indicating,in very fine print that 'subscriber numbers' were actually the SIM cards they had sold - never mind that very many were bought as part of promotions,by tourists and business people,etc - and discarded. As end 2007 they claimed to have around 9 million subscribers.

I also agree,50% increase in subs,marginal decline in ARPU but still only 2% profit? Fine,the acquisition of OneCom is something,but still? Its like now that its publicly listed,there is less reason to 'share the harvest'.

The problem with equality is that we desire that it be with those that have more than us rather that those that have less
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Manmbao
#49 Posted : Wednesday, November 12, 2008 3:20:00 PM
Rank: Member

Joined: 5/12/2008
Posts: 59
Now that the turnover has gone up by 20% and EBITDA up by 16% how do we expect the share to behave?

Is it a good buy. Is it still available in the market in plenty?




Your greatest glory is not in never failing,but in rising every time you fail.
Persistence means taking pains to overcome every obstacle,to do all that's necessary to reach your goal.
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tony stark
#50 Posted : Wednesday, November 12, 2008 6:40:00 PM
Rank: Veteran

Joined: 7/8/2008
Posts: 947
And how the profits have gone down,the cost of sales have gone up and apru has gone down!!
Weka all facts on the table!!
This share is going down!!
D&B sold us an egg for a song!!

SK ALUMNI (Alcoholic Liason and Undergarments Manager of Nakedness Internationally)
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