Nipate
Forum => Kenya Discussion => Topic started by: hk on March 21, 2018, 11:50:32 AM
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Centum has been unloading equity stake in various companies trying to shore up earnings https://www.businessdailyafrica.com/corporate/companies/Centum-sells-stake-in-asset-management-firm/4003102-4350380-bk0lj3/index.html and https://www.businessdailyafrica.com/corporate/companies/Centum-divests-25pc-stake-micro-financier-Platinum-Credit/4003102-4347862-jciov1/index.html , or https://www.businessdailyafrica.com/corporate/companies/Centum-books-gain-from-Kenya-Wine/4003102-4095336-who48m/index.html . What happens when they don't have assets to liquidate? Most of their operating profit comes from their coca cola bottling company the rest sidian( doing badly) and real estate (two rivers) strugging with limited traffic and occupancy. This is a company to short.
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And Kirubi is sick with cancer. The LAMU AMU thing? And perhaps they can flip the Kilifi sisal estate - they got prime plots there.
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And Kirubi is sick with cancer. The LAMU AMU thing? And perhaps they can flip the Kilifi sisal estate - they got prime plots there.
They don't have capital to invest in LAMU coal power generation plant. Its one of the reason why the project has stalled. Also they were given a geothermal site which they haven't invested in power generation unlike the devki tycoon who bought off Gideon Moi.
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Centum without kirubi steering it is dead. The meru young man mworia is going to get exposed. He need to jump ship.
They don't have capital to invest in LAMU coal power generation plant. Its one of the reason why the project has stalled. Also they were given a geothermal site which they haven't invested in power generation unlike the devki tycoon who bought off Gideon Moi.
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Centum today is like the Transcentury of Kibaki's days. The group will shrink to its natural size after 2022 and it seems the shrinking process has already begun four years too early.
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Centum today is like the Transcentury of Kibaki's days. The group will shrink to its natural size after 2022 and it seems the shrinking process has already begun four years too early.
Yep, the old financial "genius" that strangely follows the political "luck" of their godfathers.
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Centum today is like the Transcentury of Kibaki's days. The group will shrink to its natural size after 2022 and it seems the shrinking process has already begun four years too early.
Yep, the old financial "genius" that strangely follows the political "luck" of their godfathers.
Centum success is a fluke - the real estate balloon - like SA Napster which bought a big Tencent stake and struck gold. Unlike Tencent Mworia's golden goose is dying as the real estste bubble blows up. However I think green energy is a good investment - as Kenya looks up with Big 4 Agenda. That and agribusiness are good areas to invest.
Centum is surprisingly not a major holder of Safcom, Equity, EABL and such stocks which are high performance bluechips. Time for Mr Mworia to earn his stripes.
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Centum has been booking profits by revaluing their assets. Paper profits but they are short on real cash.
Cash is King and if whatever you do is not generating enough cash you will suffocate soon or later. That's where kina Tesla and Uber are headed.
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Centum has been booking profits by revaluing their assets. Paper profits but they are short on real cash.
Cash is King and if whatever you do is not generating enough cash you will suffocate soon or later. That's where kina Tesla and Uber are headed.
Centum is more like Napster - a fund manager that creates value by speculation.
Tesla and Uber are leading innovators - with real cutting edge AI, robotics, etc - can you even compare?? Tesla for one will overtake Apple and the big kahunas - by riding the robot & industrié 4.0 revolution - that chips away the software advantage over manufacturing. Imagine rolling out big, expensive machines for cheap. It's why everyone is running into hardware - wearables, handsets, headsets, etc - big manufacturers will reap big before competition picks up.
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Pastor - Tesla is in its own league. Can Centum tie Mworia's pay to performance?
Elon Musk could make more than $50 billion from pay plan shareholders approved...but he has a lot to deliver
https://www.cnbc.com/2018/03/21/tesla-shareholders-approve-elon-musks-multibilion-dollar-compensation-plan.html (https://www.cnbc.com/2018/03/21/tesla-shareholders-approve-elon-musks-multibilion-dollar-compensation-plan.html)
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lame.
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Centum has been booking profits by revaluing their assets. Paper profits but they are short on real cash.
Cash is King and if whatever you do is not generating enough cash you will suffocate soon or later. That's where kina Tesla and Uber are headed.
Centum is more like Napster - a fund manager that creates value by speculation.
Tesla and Uber are leading innovators - with real cutting edge AI, robotics, etc - can you even compare?? Tesla for one will overtake Apple and the big kahunas - by riding the robot & industrié 4.0 revolution - that chips away the software advantage over manufacturing. Imagine rolling out big, expensive machines for cheap. It's why everyone is running into hardware - wearables, handsets, headsets, etc - big manufacturers will reap big before competition picks up.
These two are cash black holes soaking up billions and billions from investors with no feasible way of recouping. Whatever ideas or innovation they have is not about to generate anything close to that.
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Pastor - Tesla is in its own league. Can Centum tie Mworia's pay to performance?
Elon Musk could make more than $50 billion from pay plan shareholders approved...but he has a lot to deliver
https://www.cnbc.com/2018/03/21/tesla-shareholders-approve-elon-musks-multibilion-dollar-compensation-plan.html (https://www.cnbc.com/2018/03/21/tesla-shareholders-approve-elon-musks-multibilion-dollar-compensation-plan.html)
Damn, where are they getting the money to pay him?
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Pastor - Tesla is in its own league. Can Centum tie Mworia's pay to performance?
Elon Musk could make more than $50 billion from pay plan shareholders approved...but he has a lot to deliver
https://www.cnbc.com/2018/03/21/tesla-shareholders-approve-elon-musks-multibilion-dollar-compensation-plan.html (https://www.cnbc.com/2018/03/21/tesla-shareholders-approve-elon-musks-multibilion-dollar-compensation-plan.html)
Damn, where are they getting the money to pay him?
Musk only gets paid for when key milestones are met - 100B+ market cap, 65B+ revenues etc. This is a good deal for shareholders unlike Mworia the empty coat.
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Centum has been booking profits by revaluing their assets. Paper profits but they are short on real cash.
Cash is King and if whatever you do is not generating enough cash you will suffocate soon or later. That's where kina Tesla and Uber are headed.
Centum is more like Napster - a fund manager that creates value by speculation.
Tesla and Uber are leading innovators - with real cutting edge AI, robotics, etc - can you even compare?? Tesla for one will overtake Apple and the big kahunas - by riding the robot & industrié 4.0 revolution - that chips away the software advantage over manufacturing. Imagine rolling out big, expensive machines for cheap. It's why everyone is running into hardware - wearables, handsets, headsets, etc - big manufacturers will reap big before competition picks up.
These two are cash black holes soaking up billions and billions from investors with no feasible way of recouping. Whatever ideas or innovation they have is not about to generate anything close to that.
Pleaseee - unless you mean all the Wall Street analysts and investors are crazy. There are reasons Tesla and Uber are worth 50B and 70B usd respectively.. despite being 10yrs startups. They have invested in edge hitec and created major brands. Dominating taxi & delivery business in half the globe like Uber sio mchezo - especially as self-driving carpools are in the offing.
Let me remind you - gleefully - that Safaricom the "biggest company in East & Central Africa" is worth a mere 12B. Unlike Uber, noone outside Kenya knows of Safaricom.
Tesla... is seeking to dominate global EV and energy. The gigafactories rolling out in US, EU, Aussie and China - global - are state of the art industrié 4.0. Assembly lines run by robots. Tesla may be the first major auto to scale robotics & automation in the factory - which will knock off production cost for EVs - as it swoops in on big stakes in the global auto and energy markets. I predict Tesla will control 15-20% of the auto market in 10 years.
Energy and manufacturing are 2 big leaps the world is making. As gasoline gets antiquated and abandoned. Musk is now influencing great leaps and is one of the biggest industrialists of our generation.
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Centum has been booking profits by revaluing their assets. Paper profits but they are short on real cash.
Cash is King and if whatever you do is not generating enough cash you will suffocate soon or later. That's where kina Tesla and Uber are headed.
Centum is more like Napster - a fund manager that creates value by speculation.
Tesla and Uber are leading innovators - with real cutting edge AI, robotics, etc - can you even compare?? Tesla for one will overtake Apple and the big kahunas - by riding the robot & industrié 4.0 revolution - that chips away the software advantage over manufacturing. Imagine rolling out big, expensive machines for cheap. It's why everyone is running into hardware - wearables, handsets, headsets, etc - big manufacturers will reap big before competition picks up.
These two are cash black holes soaking up billions and billions from investors with no feasible way of recouping. Whatever ideas or innovation they have is not about to generate anything close to that.
Pleaseee - unless you mean all the Wall Street analysts and investors are crazy. There are reasons Tesla and Uber are worth 50B and 70B usd respectively.. despite being 10yrs startups. They have invested in edge hitec and created major brands. Dominating taxi & delivery business in half the globe like Uber sio mchezo - especially as self-driving carpools are in the offing.
Let me remind you - gleefully - that Safaricom the "biggest company in East & Central Africa" is worth a mere 12B. Unlike Uber, noone outside Kenya knows of Safaricom.
Tesla... is seeking to dominate global EV and energy. The gigafactories rolling out in US, EU, Aussie and China - global - are state of the art industrié 4.0. Assembly lines run by robots. Tesla may be the first major auto to scale robotics & automation in the factory - which will knock off production cost for EVs - as it swoops in on big stakes in the global auto and energy markets. I predict Tesla will control 15-20% of the auto market in 10 years.
Energy and manufacturing are 2 big leaps the world is making. As gasoline gets antiquated and abandoned. Musk is now influencing great leaps and is one of the biggest industrialists of our generation.
All the right words with nothing but sucking more and more of investor funds and debt promising pie in the sky.
There’s so much hype in Walstreet that you can imagine.
Tesla has postponed mass producing Model 3 by over a year and has no idea when they will get around to doing it because producing the $36K toys would hemorrhage them cash like nothing else. They blew a whole $2B last year.. Tesla is just an abyss of fake and broken promises.
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Smh. All Tesla needs is a brand - the cult of Musk worshippers is ordering cars and semi trucks 2years in advance - what does production have to do with it? With the Gigafactories & automation - the robot assembly lines - the cult will turn into revenues and suddenly Tesla will have a chunk of the auto market. That's superhard without a revolution like computers or the internet.
Just look at the Musk performance targets: why does the market buy that? Why can't Daimler or GM copy it? Simple: their bulky old-school factories are too entrenched to overhaul without a ready fandom like the Tesla brand. So the 50% EV marketshare Tesla holds now.. will grow into a big overall marketshare as everyone retires gasoline cars, heating and all grids. Tesla is all over the future.
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Pastor do you get why Musk pulls stunts like the flying Roadster, flamethrowers or the comical "initial hat offering"? Just to prove he's a cult and there is nothing GM or Ford or Amazon can do about it. Musk just did #deletefacebook with SpaceX and Tesla.
I dare you to pull a #deletefacebook on your church... Bet you have a few thousand followers.
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Pastor do you get why Musk pulls stunts like the flying Roadster, flamethrowers or the comical "initial hat offering"? Just to prove he's a cult and there is nothing GM or Ford or Amazon can do about it. Musk just did #deletefacebook with SpaceX and Tesla.
I dare you to pull a #deletefacebook on your church... Bet you have a few thousand followers.
Robina,
I saw that. The stunt was many hours late. If he imagines that recying the Snapchat thing would drive FaceBook to Oblivion he is mistaken. Facebook is a moneymaker and is dearly beloved, with little to no equals. It's going to be here for a long time
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So centum apparently unloading equity in financial sector to double down on sidian bank https://www.businessdailyafrica.com/news/Centum-pumps-Sh1-1-billion-into-Sidian-Bank/539546-4359280-34wlqx/index.html . A third tier bank that's struggling even to attract deposits as depositors shift to more stable banks. Also hoping that interest rate spread cap is scrapped soon. Bottomline centum needs a real cash flow spigot.
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Howw can one here dare mention Centum and Tesla in one sentence? I have never read in any article where Gor Mahia and Machester United are mentioned in one sentence.
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Howw can one here dare mention Centum and Tesla in one sentence? I have never read in any article where Gor Mahia and Machester United are mentioned in one sentence.
For a man of God anything is possible. Remember kina Wanyama et al transcended Gor Mahia into the Euro league.
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Howw can one here dare mention Centum and Tesla in one sentence? I have never read in any article where Gor Mahia and Machester United are mentioned in one sentence.
For a man of God anything is possible. Remember kina Wanyama et al transcended Gor Mahia into the Euro league.
I always thought Wanyama was AFC. Interesting.