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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop
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Rank: Member Joined: 4/4/2007 Posts: 91
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enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Knowledge is power , but action gets things done ...
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Thanks. Makes lot of sense. So share capital ikiendelea kuongezeka at that rate we should expect more dilution of profit next year?
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Do they have a target? "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
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Rank: Member Joined: 4/4/2007 Posts: 91
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murchr wrote:Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Do they have a target? Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM. Knowledge is power , but action gets things done ...
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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Pirate wrote:murchr wrote:Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Do they have a target? Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM. Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move  "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
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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murchr wrote:Pirate wrote:murchr wrote:Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Do they have a target? Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM. Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed .
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Rank: Member Joined: 4/4/2007 Posts: 91
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enyands wrote:murchr wrote:Pirate wrote:murchr wrote:Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Do they have a target? Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM. Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed . I would like to indulge your thoughts on the following analysis: Current Share Capital : 1.28B Proposed Rebates : 322Mil Split btw Cash/Ploughback div - 30/70 ( Assumption) Ploughed back div : 225Mil (converted into shares) New share capital post AGM 1.28+0.22= 1.5B ! So my questions are: 1. Whats the likely scenario if they shares are locked 2. Share price post AGM will be 420 ( 25% revision upwards as per last AGM resolution). Is it preferable to let demand and supply regulate the price or should it remain fixed ? Knowledge is power , but action gets things done ...
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Pirate wrote:enyands wrote:murchr wrote:Pirate wrote:murchr wrote:Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Do they have a target? Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM. Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed . I would like to indulge your thoughts on the following analysis: Current Share Capital : 1.28B Proposed Rebates : 322Mil Split btw Cash/Ploughback div - 30/70 ( Assumption) Ploughed back div : 225Mil (converted into shares) New share capital post AGM 1.28+0.22= 1.5B ! So my questions are: 1. Whats the likely scenario if they shares are locked 2. Share price post AGM will be 420 ( 25% revision upwards as per last AGM resolution). Is it preferable to let demand and supply regulate the price or should it remain fixed ? @murchr I find these questions technical. What do you feel about them?For me I'll prefer a locked price but there should be a limit coz if they don't it will be a free fall
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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Pirate wrote:enyands wrote:murchr wrote:Pirate wrote:murchr wrote:Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Do they have a target? Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM. Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed . I would like to indulge your thoughts on the following analysis: Current Share Capital : 1.28B Proposed Rebates : 322Mil Split btw Cash/Ploughback div - 30/70 ( Assumption) Ploughed back div : 225Mil (converted into shares) New share capital post AGM 1.28+0.22= 1.5B ! So my questions are: 1. Whats the likely scenario if they shares are locked 2. Share price post AGM will be 420 ( 25% revision upwards as per last AGM resolution). Is it preferable to let demand and supply regulate the price or should it remain fixed ? My thoughts 1. They will increase the share capital to 2B 2. They will keep as is. No stakeholder will want their wealth eroded. But it would have been interesting if the price was regulated by supply and demand esp now that you say longevity matters on the secondary market. ION AGM this Sat, who is going? "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
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Rank: Member Joined: 4/4/2007 Posts: 91
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murchr wrote:Pirate wrote:enyands wrote:murchr wrote:Pirate wrote:murchr wrote:Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Do they have a target? Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM. Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed . I would like to indulge your thoughts on the following analysis: Current Share Capital : 1.28B Proposed Rebates : 322Mil Split btw Cash/Ploughback div - 30/70 ( Assumption) Ploughed back div : 225Mil (converted into shares) New share capital post AGM 1.28+0.22= 1.5B ! So my questions are: 1. Whats the likely scenario if they shares are locked 2. Share price post AGM will be 420 ( 25% revision upwards as per last AGM resolution). Is it preferable to let demand and supply regulate the price or should it remain fixed ? My thoughts 1. They will increase the share capital to 2B 2. They will keep as is. No stakeholder will want their wealth eroded. But it would have been interesting if the price was regulated by supply and demand esp now that you say longevity matters on the secondary market. ION AGM this Sat, who is going? I will be present. I have a few queries for them on the items below 1. Agribusiness - 188 mil invested. No details on it 2. Trade Payables- Project creditors cost increased to 442mil. More info required. Knowledge is power , but action gets things done ...
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Pirate wrote:murchr wrote:Pirate wrote:enyands wrote:murchr wrote:Pirate wrote:murchr wrote:Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Do they have a target? Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM. Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed . I would like to indulge your thoughts on the following analysis: Current Share Capital : 1.28B Proposed Rebates : 322Mil Split btw Cash/Ploughback div - 30/70 ( Assumption) Ploughed back div : 225Mil (converted into shares) New share capital post AGM 1.28+0.22= 1.5B ! So my questions are: 1. Whats the likely scenario if they shares are locked 2. Share price post AGM will be 420 ( 25% revision upwards as per last AGM resolution). Is it preferable to let demand and supply regulate the price or should it remain fixed ? My thoughts 1. They will increase the share capital to 2B 2. They will keep as is. No stakeholder will want their wealth eroded. But it would have been interesting if the price was regulated by supply and demand esp now that you say longevity matters on the secondary market. ION AGM this Sat, who is going? I will be present. I have a few queries for them on the items below 1. Agribusiness - 188 mil invested. No details on it 2. Trade Payables- Project creditors cost increased to 442mil. More info required. Please if you can please share with us what will be passed or discussed that you find to be core .
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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Pirate wrote:murchr wrote:Pirate wrote:enyands wrote:murchr wrote:Pirate wrote:murchr wrote:Pirate wrote:enyands wrote:BGL wrote:Pirate wrote:Any projections for this years performance ? Last year they did 27% 25% Any reason for the drop On the contrary , Year 2014 they made 27% out of which 25% was rebates . Year 2015 they have made 29 % of which rebates are proposed to be 25% . Share capital increased from about 0.8B to 1.3B during the same period hence profit dilution. If share capital remained constant ,they would have made 47% returns Do they have a target? Yes. 1.5B and lock the shares. However I have a feeling they may revise this during the AGM. Thanks a bunch....I have seen they have launched the online trading platform EXCELLENT not logged in yet but this is a good move I think there is a someone there who has the balls to think outside the box.these are the think tanks that most companies need . Kudos to him. Just checked the online platform and I'm impressed . I would like to indulge your thoughts on the following analysis: Current Share Capital : 1.28B Proposed Rebates : 322Mil Split btw Cash/Ploughback div - 30/70 ( Assumption) Ploughed back div : 225Mil (converted into shares) New share capital post AGM 1.28+0.22= 1.5B ! So my questions are: 1. Whats the likely scenario if they shares are locked 2. Share price post AGM will be 420 ( 25% revision upwards as per last AGM resolution). Is it preferable to let demand and supply regulate the price or should it remain fixed ? My thoughts 1. They will increase the share capital to 2B 2. They will keep as is. No stakeholder will want their wealth eroded. But it would have been interesting if the price was regulated by supply and demand esp now that you say longevity matters on the secondary market. ION AGM this Sat, who is going? I will be present. I have a few queries for them on the items below 1. Agribusiness - 188 mil invested. No details on it 2. Trade Payables- Project creditors cost increased to 442mil. More info required. Would also like to know more about what they are growing and who they are selling to. I see a big chuck for agri land is for resale (131 mil) And how else they plan to grow income this year. "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
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Rank: Member Joined: 12/17/2013 Posts: 118
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The AGM was meant to be today,who attended?What was discussed? KCB,NMG,PAFR
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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yosie14 wrote:The AGM was meant to be today,who attended?What was discussed? @pirate The opposite of courage is not cowardice, it's conformity.
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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jerry wrote:yosie14 wrote:The AGM was meant to be today,who attended?What was discussed? @pirate @BGL ,@PIRATE? saidia
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Rank: New-farer Joined: 6/3/2014 Posts: 58 Location: Nairobi
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enyands wrote:jerry wrote:yosie14 wrote:The AGM was meant to be today,who attended?What was discussed? @pirate @BGL ,@PIRATE? saidia Key outcomes from the AGM are: 1. Share price moved up by 25% from Kshs 350 to 435 2. Returns/Rebates at 25% of which 65% will be capitalized while 35% will be paid out 3.One Non-Safaricom employee was elected to the Board by the name of Marete 4.Monthly contribution will continue until the Investment will be in a position to achieve healthy cashflows that will supplement the monthly contributions Be ignorant and ask a few questions - Peter Drucker
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Stract_Consulting wrote:enyands wrote:jerry wrote:yosie14 wrote:The AGM was meant to be today,who attended?What was discussed? @pirate @BGL ,@PIRATE? saidia Key outcomes from the AGM are: 1. Share price moved up by 25% from Kshs 350 to 435 2. Returns/Rebates at 25% of which 65% will be capitalized while 35% will be paid out 3.One Non-Safaricom employee was elected to the Board by the name of Marete 4.Monthly contribution will continue until the Investment will be in a position to achieve healthy cashflows that will supplement the monthly contributions @stract_consulting thanks for the time and detail. Swali moja ,when did the books close?
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Rank: New-farer Joined: 6/3/2014 Posts: 58 Location: Nairobi
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enyands wrote:Stract_Consulting wrote:enyands wrote:jerry wrote:yosie14 wrote:The AGM was meant to be today,who attended?What was discussed? @pirate @BGL ,@PIRATE? saidia Key outcomes from the AGM are: 1. Share price moved up by 25% from Kshs 350 to 435 2. Returns/Rebates at 25% of which 65% will be capitalized while 35% will be paid out 3.One Non-Safaricom employee was elected to the Board by the name of Marete 4.Monthly contribution will continue until the Investment will be in a position to achieve healthy cashflows that will supplement the monthly contributions @stract_consulting thanks for the time and detail. Swali moja ,when did the books close? Books closed on 31st Dec for dividends payment. As for the share price the increment takes place from today. Be ignorant and ask a few questions - Peter Drucker
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Stract_Consulting wrote:enyands wrote:Stract_Consulting wrote:enyands wrote:jerry wrote:yosie14 wrote:The AGM was meant to be today,who attended?What was discussed? @pirate @BGL ,@PIRATE? saidia Key outcomes from the AGM are: 1. Share price moved up by 25% from Kshs 350 to 435 2. Returns/Rebates at 25% of which 65% will be capitalized while 35% will be paid out 3.One Non-Safaricom employee was elected to the Board by the name of Marete 4.Monthly contribution will continue until the Investment will be in a position to achieve healthy cashflows that will supplement the monthly contributions @stract_consulting thanks for the time and detail. Swali moja ,when did the books close? Books closed on 31st Dec for dividends payment. As for the share price the increment takes place from today. Thanks man .will get you beer when we meet sometime.
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