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9 Pages<12345>»
Safaricom HY 2018/2019
VituVingiSana
#41 Posted : Monday, November 05, 2018 7:33:12 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,251
Location: Nairobi
Ericsson wrote:
Safaricom CEO Bob Collymore admits Mpesa 1Tap and Masoko were a failure
"Some of the biggest lessons we have learnt in the last year are a result of the failure of products such as Mpesa 1Tap and Masoko to take off as planned"

It's good that SafCom is trying all these things. Mistakes or failures will happen. A firm that has NO mistakes/failures might be cooking the books.

The now mighty Apple had some duds eg Apple Newton
Microsoft, Sony and Nissan have had their share of problems.

If SafCom can learn from their "mistakes/failures" then they will come back strong.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Realtreaty
#42 Posted : Monday, November 05, 2018 8:26:01 PM
Rank: Veteran


Joined: 8/16/2011
Posts: 2,041
d'oh! d'oh! d'oh!
I do not want all these stories, my question is where is the Interim Dividend?
I was projecting a 50 cts DVDSad Sad Sad Sad

Other stories to be given to beginners
Ericsson
#43 Posted : Monday, November 05, 2018 8:32:46 PM
Rank: Elder


Joined: 12/4/2009
Posts: 6,164
Location: NAIROBI
Realtreaty wrote:
d'oh! d'oh! d'oh!
I do not want all these stories, my question is where is the Interim Dividend?
I was projecting a 50 cts DVDSad Sad Sad Sad

Other stories to be given to beginners


How do they pay interim dividend when they are still paying full dividend?
I wasn't expecting one.
Chill for full year dividend at between 1.20-1.30
sparkly
#44 Posted : Monday, November 05, 2018 8:45:24 PM
Rank: Elder


Joined: 9/23/2009
Posts: 6,681
Location: Enk are Nyirobi
Ericsson wrote:
Safaricom CEO Bob Collymore admits Mpesa 1Tap and Masoko were a failure
"Some of the biggest lessons we have learnt in the last year are a result of the failure of products such as Mpesa 1Tap and Masoko to take off as planned"


1Tap - The terminals at Supermarkets didn't work, frustrated cashiers. Inadequate training for the merchants.

Masoko - The failure started with the name. "Masoko" sounds like monkeys.
Life is short. Live passionately.
obiero
#45 Posted : Monday, November 05, 2018 8:56:53 PM
Rank: Elder


Joined: 6/23/2009
Posts: 11,039
Location: nairobi
VituVingiSana wrote:
Ericsson wrote:
Safaricom CEO Bob Collymore admits Mpesa 1Tap and Masoko were a failure
"Some of the biggest lessons we have learnt in the last year are a result of the failure of products such as Mpesa 1Tap and Masoko to take off as planned"

It's good that SafCom is trying all these things. Mistakes or failures will happen. A firm that has NO mistakes/failures might be cooking the books.

The now mighty Apple had some duds eg Apple Newton
Microsoft, Sony and Nissan have had their share of problems.

If SafCom can learn from their "mistakes/failures" then they will come back strong.

Oh OK. And KQ trying New York as a potential new income earner is unacceptable.. Very balanced thinking
COOP 5,500; KCB 3,700; KQ 96,100
VituVingiSana
#46 Posted : Monday, November 05, 2018 8:58:19 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,251
Location: Nairobi
sparkly wrote:
Ericsson wrote:
Safaricom CEO Bob Collymore admits Mpesa 1Tap and Masoko were a failure
"Some of the biggest lessons we have learnt in the last year are a result of the failure of products such as Mpesa 1Tap and Masoko to take off as planned"


1Tap - The terminals at Supermarkets didn't work, frustrated cashiers. Inadequate training for the merchants.

Training is important as well as good quality equipment and connections. This can be fixed. Start with the Carrefours and the like who are open to new ideas.

Masoko - The failure started with the name. "Masoko" sounds like monkeys.

What are you smoking? I think it has to do with the general reluctance/trust to buy online BUT this will change over time Laughing out loudly

Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#47 Posted : Tuesday, November 06, 2018 11:34:07 AM
Rank: Chief


Joined: 1/3/2007
Posts: 15,251
Location: Nairobi
Saf wants 280k/day as the new M-Pesa limit. This will improve Saf's earnings from fees as both value and transactions increase.

There's also a global tie-up with Western Union.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#48 Posted : Tuesday, November 06, 2018 11:47:27 AM
Rank: Elder


Joined: 12/4/2009
Posts: 6,164
Location: NAIROBI
VituVingiSana wrote:
Saf wants 280k/day as the new M-Pesa limit. This will improve Saf's earnings from fees as both value and transactions increase.

There's also a global tie-up with Western Union.


Soon they will join the interim dividends bus
Ericsson
#49 Posted : Tuesday, November 06, 2018 12:41:37 PM
Rank: Elder


Joined: 12/4/2009
Posts: 6,164
Location: NAIROBI
Kwese TV Parent company Econet is shutting down Kenya Operations
https://pbs.twimg.com/me...rTzQCsWsAAD8rT.jpg:large
watesh
#50 Posted : Tuesday, November 06, 2018 12:51:10 PM
Rank: Member


Joined: 8/10/2014
Posts: 699
Location: Kenya
VituVingiSana wrote:
Saf wants 280k/day as the new M-Pesa limit. This will improve Saf's earnings from fees as both value and transactions increase.

There's also a global tie-up with Western Union.

They should take it to 200k single transaction (together with 200k as how much your mpesa can hold)then a 500k single day transaction limit. This will be good for business payments. Or have business have their own special mpesa numbers whose transaction limits are in the millions.
obiero
#51 Posted : Tuesday, November 06, 2018 1:13:53 PM
Rank: Elder


Joined: 6/23/2009
Posts: 11,039
Location: nairobi
watesh wrote:
VituVingiSana wrote:
Saf wants 280k/day as the new M-Pesa limit. This will improve Saf's earnings from fees as both value and transactions increase.

There's also a global tie-up with Western Union.

They should take it to 200k single transaction (together with 200k as how much your mpesa can hold)then a 500k single day transaction limit. This will be good for business payments. Or have business have their own special mpesa numbers whose transaction limits are in the millions.

Businesses already have that option
COOP 5,500; KCB 3,700; KQ 96,100
VituVingiSana
#52 Posted : Tuesday, November 06, 2018 1:55:22 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,251
Location: Nairobi
SafCom at 22.50 but do I wait or pull the trigger?
[Cash is tight and I will have to tighten my belt over the holidays but...]
My next dividend (Unga) is at the end of Jan...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
sparkly
#53 Posted : Tuesday, November 06, 2018 2:10:56 PM
Rank: Elder


Joined: 9/23/2009
Posts: 6,681
Location: Enk are Nyirobi
VituVingiSana wrote:
SafCom at 22.50 but do I wait or pull the trigger?
[Cash is tight and I will have to tighten my belt over the holidays but...]
My next dividend (Unga) is at the end of Jan...


I still predict Safaricom will trade between 15-20.
Life is short. Live passionately.
mlennyma
#54 Posted : Tuesday, November 06, 2018 2:33:10 PM
Rank: Elder


Joined: 7/21/2010
Posts: 5,912
Location: nairobi
sparkly wrote:
VituVingiSana wrote:
SafCom at 22.50 but do I wait or pull the trigger?
[Cash is tight and I will have to tighten my belt over the holidays but...]
My next dividend (Unga) is at the end of Jan...


I still predict Safaricom will trade between 15-20.

what did investors expect that has fallen short?
"Don't let the fear of losing be greater than the excitement of winning."
sparkly
#55 Posted : Tuesday, November 06, 2018 2:42:32 PM
Rank: Elder


Joined: 9/23/2009
Posts: 6,681
Location: Enk are Nyirobi
mlennyma wrote:
sparkly wrote:
VituVingiSana wrote:
SafCom at 22.50 but do I wait or pull the trigger?
[Cash is tight and I will have to tighten my belt over the holidays but...]
My next dividend (Unga) is at the end of Jan...


I still predict Safaricom will trade between 15-20.

what did investors expect that has fallen short?


Market is bearish. Bear spares no one
Life is short. Live passionately.
Ebenyo
#56 Posted : Tuesday, November 06, 2018 2:48:11 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,497
Location: Kitale
sparkly wrote:
mlennyma wrote:
sparkly wrote:
VituVingiSana wrote:
SafCom at 22.50 but do I wait or pull the trigger?
[Cash is tight and I will have to tighten my belt over the holidays but...]
My next dividend (Unga) is at the end of Jan...


I still predict Safaricom will trade between 15-20.

what did investors expect that has fallen short?


Market is bearish. Bear spares no one


Too bad for me with this bear and sina dau bana.otherwise opportunities ziko mop sana.
Towards the goal of financial freedom
VituVingiSana
#57 Posted : Tuesday, November 06, 2018 6:16:18 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,251
Location: Nairobi
sparkly wrote:
VituVingiSana wrote:
SafCom at 22.50 but do I wait or pull the trigger?
[Cash is tight and I will have to tighten my belt over the holidays but...]
My next dividend (Unga) is at the end of Jan...

I still predict Safaricom will trade between 15-20.
Applause Applause Applause As a new buyer, except for a few I bought earlier, this would very good news! At 15, it would be a great entry point as long as the fundamentals do not change.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#58 Posted : Thursday, November 08, 2018 7:18:12 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,251
Location: Nairobi
Safricom keeps on winning
https://www.safaricom.co...ess-release/release/491

Safcom needs to offer "home security" as well with the Home Fibre packages.
Home Internet
Mobile Internet/service
Home Insurance
Home Security
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#59 Posted : Thursday, November 08, 2018 7:24:35 PM
Rank: Elder


Joined: 12/4/2009
Posts: 6,164
Location: NAIROBI
VituVingiSana wrote:
Safricom keeps on winning
https://www.safaricom.co...ess-release/release/491

Safcom needs to offer "home security" as well with the Home Fibre packages.
Home Internet
Mobile Internet/service
Home Insurance
Home Security


Good product but out of reach of the majority
VituVingiSana
#60 Posted : Thursday, November 08, 2018 8:18:23 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,251
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
Safricom keeps on winning
https://www.safaricom.co...ess-release/release/491

Safcom needs to offer "home security" as well with the Home Fibre packages.
Home Internet
Mobile Internet/service
Home Insurance
Home Security

Good product but out of reach of the majority

True but segmentation. Make small gains everywhere. Toyota sells the popular and workhorse Probox as well as the much pricier and luxury Lexus.

VW sells mass market cars and I think also owns Audi and Porsche.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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