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Corona Wish List 2020
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Kibe21
#71 Posted : Tuesday, May 05, 2020 3:32:37 PM
Rank: New-farer

Joined: 8/1/2018
Posts: 60
Location: Nairobi
Scooped some BAT over this period with ABP of 330/= it looks promising, fingers crossed.

Meanwhile a new low of 314 today and with my warchest drained I can only drool Drool Drool
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obiero
#72 Posted : Tuesday, May 05, 2020 6:58:12 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
Kibe21 wrote:
Scooped some BAT over this period with ABP of 330/= it looks promising, fingers crossed.

Meanwhile a new low of 314 today and with my warchest drained I can only drool Drool Drool

Be careful

KQ ABP 4.26
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VituVingiSana
#73 Posted : Tuesday, May 05, 2020 7:23:06 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Kibe21 wrote:
Scooped some BAT over this period with ABP of 330/= it looks promising, fingers crossed.

Meanwhile a new low of 314 today and with my warchest drained I can only drool Drool Drool

If BAT can maintain the same dividend in 2020 vs 2019 then it's a super bargain at 314 but 2020 will be trying. Production costs will be higher as workers stay home or socially distance. Sourcing tobacco and the logistics of getting it to the factory will be more expensive. Same for getting cigarettes to buyers.

On the other hand if you think people will keep smoking - I don't support smoking but do support free choice - as they did then it will be back to normal in future years.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Kibe21
#74 Posted : Tuesday, May 05, 2020 7:55:14 PM
Rank: New-farer

Joined: 8/1/2018
Posts: 60
Location: Nairobi
VituVingiSana wrote:
Kibe21 wrote:
Scooped some BAT over this period with ABP of 330/= it looks promising, fingers crossed.

Meanwhile a new low of 314 today and with my warchest drained I can only drool Drool Drool

If BAT can maintain the same dividend in 2020 vs 2019 then it's a super bargain at 314 but 2020 will be trying. Production costs will be higher as workers stay home or socially distance. Sourcing tobacco and the logistics of getting it to the factory will be more expensive. Same for getting cigarettes to buyers.

On the other hand if you think people will keep smoking - I don't support smoking but do support free choice - as they did then it will be back to normal in future years.


I’m hoping for some decent capital gains as well post curfew as we learn to live with Corona. I expect dividends to be lower for 2020 given the tougher business environment. All in all it’s a solid company my only hope is I didn’t get in too early!
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obiero
#75 Posted : Tuesday, May 05, 2020 8:17:58 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
Kibe21 wrote:
VituVingiSana wrote:
Kibe21 wrote:
Scooped some BAT over this period with ABP of 330/= it looks promising, fingers crossed.

Meanwhile a new low of 314 today and with my warchest drained I can only drool Drool Drool

If BAT can maintain the same dividend in 2020 vs 2019 then it's a super bargain at 314 but 2020 will be trying. Production costs will be higher as workers stay home or socially distance. Sourcing tobacco and the logistics of getting it to the factory will be more expensive. Same for getting cigarettes to buyers.

On the other hand if you think people will keep smoking - I don't support smoking but do support free choice - as they did then it will be back to normal in future years.


I’m hoping for some decent capital gains as well post curfew as we learn to live with Corona. I expect dividends to be lower for 2020 given the tougher business environment. All in all it’s a solid company my only hope is I didn’t get in too early!

Looks like you did get in early.. All the best

KQ ABP 4.26
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Kibe21
#76 Posted : Tuesday, May 05, 2020 8:43:43 PM
Rank: New-farer

Joined: 8/1/2018
Posts: 60
Location: Nairobi
obiero wrote:
Kibe21 wrote:
VituVingiSana wrote:
Kibe21 wrote:
Scooped some BAT over this period with ABP of 330/= it looks promising, fingers crossed.

Meanwhile a new low of 314 today and with my warchest drained I can only drool Drool Drool

If BAT can maintain the same dividend in 2020 vs 2019 then it's a super bargain at 314 but 2020 will be trying. Production costs will be higher as workers stay home or socially distance. Sourcing tobacco and the logistics of getting it to the factory will be more expensive. Same for getting cigarettes to buyers.

On the other hand if you think people will keep smoking - I don't support smoking but do support free choice - as they did then it will be back to normal in future years.


I’m hoping for some decent capital gains as well post curfew as we learn to live with Corona. I expect dividends to be lower for 2020 given the tougher business environment. All in all it’s a solid company my only hope is I didn’t get in too early!

Looks like you did get in early.. All the best


Thanks Obiero hopefully your prediction doesn’t come truePray Pray
The pandemic is definitely not kind to anyone But I die trying.
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Sufficiently Philanga....thropic
#77 Posted : Wednesday, May 06, 2020 9:44:22 AM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
littledove wrote:
Kenyan Oracle wrote:
Horton wrote:
Ericsson wrote:
Angelica _ann wrote:
Made my 4 bob in Equity, left today smile next? Kumbe even with COVID kuna pesa here and there!!!

Good stuff



Well done 👏🏽👏🏽👏🏽👏🏽 I’m just breaking even on my KCB. Cost is 38.57 before dividend.



Loaded KCB at 34, wondering if to leave, and where to.....

exiting is one of the hardest decision especially when the share is still going up.
during covid i bought 3 shares aggresively with a target of just 15%, absa @9.80, equity@33 ,and kengen @4.50
only equity have reached target @39.50 and to be sincere it has taken alot of strength to exit today bearing in mind that demand is still heavy.



Great move @littledove, don't be tempted to get back in at 40s. Hold firmly to that 16% gain net of commissions as you wait for the right time to get back in.
@SufficientlyP
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Ericsson
#78 Posted : Wednesday, May 06, 2020 1:57:21 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Kibe21 wrote:
Scooped some BAT over this period with ABP of 330/= it looks promising, fingers crossed.

Meanwhile a new low of 314 today and with my warchest drained I can only drool Drool Drool


The number of shares traded in BAT today is more than 1% of issued shares.
The turnover is about 385mn
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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littledove
#79 Posted : Thursday, May 07, 2020 9:29:57 AM
Rank: Veteran

Joined: 7/1/2014
Posts: 927
Location: sky
Kenyan Oracle wrote:
Horton wrote:
Ericsson wrote:
Angelica _ann wrote:
Made my 4 bob in Equity, left today smile next? Kumbe even with COVID kuna pesa here and there!!!

Good stuff



Well done 👏🏽👏🏽👏🏽👏🏽 I’m just breaking even on my KCB. Cost is 38.57 before dividend.



Loaded KCB at 34, wondering if to leave, and where to.....

you can buy diamond trust bank at 83 or BAT at 315, they are yet to take off and if the rally is sustained by next week they can make you short term gain, but be very careful if your intention is to hold long
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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Angelica _ann
#80 Posted : Thursday, May 07, 2020 10:08:36 AM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
Kenya Re and KPLC next !!!!

ABSA imenitesa sana the swings around 10.20 to 10.60 were too much, but finally taken off.
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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