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Centum HY 2018/2019
Mastermind
#61 Posted : Tuesday, June 11, 2019 2:48:03 PM
Rank: Veteran


Joined: 1/25/2012
Posts: 1,546
Location: Langley
VituVingiSana wrote:
Mastermind wrote:
Fy2019 announcement date- June 12th, 2019.

Ndani! Though Centum is a long-term holding. The weak real estate market must hurt.


This report came out at the right time... http://ieefa.org/ieefa-r...conomic-growth-in-kenya/
If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.
deadpoet
#62 Posted : Tuesday, June 11, 2019 3:07:43 PM
Rank: Member


Joined: 9/27/2006
Posts: 416
Mastermind wrote:
VituVingiSana wrote:
[quote=Mastermind]Fy2019 announcement date- June 12th, 2019.

Ndani! Though Centum is a long-term holding. The weak real estate market must hurt.


This report came out at the right time... http://ieefa.org/ieefa-r...onomic-growth-in-kenya/[/quote]

These reports strangely never mention the running costs and environmental impact of the diesel/thermal power plants operating in Kenya.
rwitre
#63 Posted : Tuesday, June 11, 2019 3:12:57 PM
Rank: Member


Joined: 3/8/2018
Posts: 305
Location: Nairobi
VituVingiSana wrote:
Mastermind wrote:
Fy2019 announcement date- June 12th, 2019.


Ndani! Though Centum is a long-term holding. The weak real estate market must hurt.


Heavily exposed on this counter. Tomorrow we know whether we'll sink or swim.
Mastermind
#64 Posted : Tuesday, June 11, 2019 3:41:06 PM
Rank: Veteran


Joined: 1/25/2012
Posts: 1,546
Location: Langley
deadpoet wrote:
Mastermind wrote:
VituVingiSana wrote:
[quote=Mastermind]Fy2019 announcement date- June 12th, 2019.

Ndani! Though Centum is a long-term holding. The weak real estate market must hurt.


This report came out at the right time... http://ieefa.org/ieefa-r...onomic-growth-in-kenya/[/quote]

These reports strangely never mention the running costs and environmental impact of the diesel/thermal power plants operating in Kenya.


Download the full report. Everything is there, or how did you want them to assess enviromental impact?
If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.
deadpoet
#65 Posted : Tuesday, June 11, 2019 3:47:48 PM
Rank: Member


Joined: 9/27/2006
Posts: 416
Mastermind wrote:
deadpoet wrote:
Mastermind wrote:
VituVingiSana wrote:
[quote=Mastermind]Fy2019 announcement date- June 12th, 2019.

Ndani! Though Centum is a long-term holding. The weak real estate market must hurt.


This report came out at the right time... http://ieefa.org/ieefa-r...onomic-growth-in-kenya/[/quote]

These reports strangely never mention the running costs and environmental impact of the diesel/thermal power plants operating in Kenya.


Download the full report. Everything is there, or how did you want them to assess enviromental impact?


Diesel is only mentioned in passing.
VituVingiSana
#66 Posted : Tuesday, June 11, 2019 7:02:48 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,888
Location: Nairobi
Diesel is mentioned 2x in the entire report.
Thermal is mentioned 3x in the entire report.

Tomorrow, I shall try to pick up a few more Centum. Centum is NOT perfect. There are some poor investments but that happens in any business. Bad publicity is good for investors who want to increase their stake in fundamentally good firms.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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