4PM_Capital Co.

📍 Financial Markets ||
FUTURES || INDICES || CRYPTO

[4PM_Capital Co. @4pm_Capital]

@jDraillers_ @UNICEF But the kid won't win it.

[Bloomberg @business]

Africa’s biggest lenders are converging on Kenya, betting the country offers the best gateway into East Africa’s fast-growing but underbanked economies https://t.co/zwYK2KYCAL

[Financial Times @FT]

Breaking news: Paramount has launched a $108bn hostile bid to buy Warner Bros Discovery, in an attempt to outmanoeuvre Netflix after the streaming giant won an auction for the media company last week. https://t.co/ew4m1FZ0Pd

[Bruce_Loki @Currency_Raid]

#CRT

CRT (Candle Range Theory)

1H Model:
Asian Key Time: 8 PM , 9 PM , 10 PM
London Key Time: 2 AM , 3 AM , 4 AM
New York Key Time: 7 AM, 8 AM, 9 AM (OR) 8 AM, 9 AM, 10 AM

For More Insights, Like, Repost, and Share! 💡

@Romeotpt 🌹

[4PM_Capital Co. @4pm_Capital]

📍

[Safaricom PLC @SafaricomPLC]

𝗦𝗮𝗳𝗮𝗿𝗶𝗰𝗼𝗺 𝗣𝗟𝗖 𝗣𝘂𝗯𝗹𝗶𝗰 𝗔𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗺𝗲𝗻𝘁: 𝗨𝗽𝗱𝗮𝘁𝗲 𝗼𝗻 𝗣𝗿𝗼𝗽𝗼𝘀𝗲𝗱 𝗦𝗵𝗮𝗿𝗲 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗥𝗲𝗼𝗿𝗴𝗮𝗻𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗩𝗼𝗱𝗮𝗳𝗼𝗻𝗲 𝗞𝗲𝗻𝘆𝗮 𝗟𝗶𝗺𝗶𝘁𝗲𝗱.

Safaricom PLC has been formally served with a notice of intention regarding a significant Proposed Transaction. We are announcing the intention of Vodafone Kenya Limited ("Vodafone Kenya") to acquire an additional 15% of the issued shares in Safaricom from the Government of Kenya (GOK) , representing 6,009,814,200 ordinary shares. The acquisition price is KES 34.00 per share , valuing the transaction at KES 204.3 billion (approx. USD 1.6 billion). Following this, Vodafone Kenya will hold a 55% shareholding in Safaricom.

This GOK Share Acquisition is inter-conditional with an internal reorganisation where Vodacom Group Limited (Vodacom) will acquire Vodafone International Holdings B.V.'s 12.5% stake in Vodafone Kenya , resulting in Vodacom owning 100% of Vodafone Kenya. Vodafone Kenya will also be making an upfront payment to the GOK in lieu of future dividends on the GOK's residual 20% shareholding.

Completion of the Proposed Transaction is subject to obtaining requisite approvals from various governmental and regulatory authorities in Kenya, including the Kenyan Cabinet and the @CMAKenya.

[Julians Amboko @AmbokoJH]

Vodafone Kenya Ltd with its own announcement on the government of Kenya's partial divestiture from Safaricom Plc.

Three key things from Vodafone Kenya Ltd:

· The proceeds from the divestiture (Kes 244.5 billion) will be earmarked for the Infrastructure Fund. Target here is airports, energy, water & roads

· The purchase price of Kes 34/share represents a premium to the volume weighted average price at which the shares of Safaricom traded on the NSE days up to 2nd December 2025 of 18.4% to the past 90 trading days & 33.9% to the past 180 trading days

· Post the transaction, the new shareholding of Safaricom Plc will be:
1. Vodacom at 55.0%
2. Public investors at 25.0%
3. The government of Kenya at 20.0%

· It intends to retain Safaricom Plc listed on the Nairobi Securities Exchange

[Bloomberg @business]

Copper rises to a record, underpinned by a bullish price outlook from Citigroup and a looming supply-demand imbalance https://t.co/vGexWVtCEA

[4PM_Capital Co. @4pm_Capital]

What's the lore behind your financial discipline?

[Mwango Capital @MwangoCapital]

Muhoho Kenyatta has been appointed as a Non-Executive Director of NCBA Group PLC, effective 1st December 2025.

The Kenyatta family holds a 13.2% stake in NCBA through Enke Investments Limited.

He previously served as Deputy Chairman of one of NCBA’s predecessor institutions between 2000 and 2019, and as a director of NCBA Bank Uganda. T

[Shanaka Anslem Perera ⚡ @shanaka86]

BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed

Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up.

Here’s what they found.

Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive.

Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash.

The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level.

Here’s where it gets criminal.

Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers.

The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.

AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate.

Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026.

Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000.

The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days.

Fair value for Nvidia: $71 per share. Current price: $186. The math is simple.

This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.​​​​​​​​​​​​​​​​

Read the full data driven deep dive article here - https://t.co/sDEf5Mdrtc

[Afrovestor @BullrunIO]

$SCOM. Why hold the stock if you can hold the debt

Div. Yield 4.1%

Likely coupon rate 11.5%

Stockholders will need SCOM to grow at > 7% to match the debt holder returns

[Fortune MMXM @FortuneMMXM]

Low Resistance Vs High Resistance Liquidity runs.
With Bonus of 9: 30 Manipulation
A Thread 🧵:

[Mwango Capital @MwangoCapital]

Equity Group Q3 2025 results [KES, YoY]

—Net interest income: +16.1% to 93.6B
—Non-funded income: +2.5% to 62.7B
—Total income: +10% to 156B
—PBT: +28.5% to 65.6B
—PAT: +32.2% to 54.1B
—Assets: +6.7% to 1.8T
—loans: +7.5% to 859.8B
—Deposits: +2.2% to 1.3T
—Provisions: -8.2% to 11.6B
—NPLs: +3.1% to 129.1B

[4PM_Capital Co. @4pm_Capital]

@irrisNjeri @SafaricomPLC Just check if you have something scheduled on ratiba option on mpesa by any chance..SHA the other day deducted funds from a colleague's mpesa unaware despite his contribution having been remitted by our employer.

[Bruce_Loki @Currency_Raid]

#CRT

CRT (Candle Range Theory)

Weekly Outlook (15-09-2025 TO 19-09-2025)

THREAD 🧵

#DXY
#XAUUSD
#EURUSD
#GBPUSD
#NQ
#USDJPY
#BTCUSD

For more insights, like, repost, and bookmark!

@I_Am_The_ICT @Romeotpt 🌹

[Liquidity Sniper @Liq_Sniper]

𝗘𝗨 + 𝗗𝗫𝗬 + 𝗚𝗕𝗣 + 𝗔𝗨𝗗 + 𝗫𝗔𝗨 + 𝗡𝗤

𝗪𝗲𝗲𝗸𝗹𝘆 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 : Top down analysis ♻️

A Thread🧵

[Liquidity Sniper @Liq_Sniper]

𝗘𝗨 + 𝗗𝗫𝗬 + 𝗚𝗕𝗣 + 𝗔𝗨𝗗 + 𝗫𝗔𝗨 + 𝗡𝗤

𝗪𝗲𝗲𝗸𝗹𝘆 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 : Top down analysis ♻️

A Thread🧵

[Grey @jgreyfriend]

In 1910, the 6 most powerful men in America vanished.

They boarded a private train using fake names & disappeared to a remote island.

What they created in total secrecy now controls $30.5 trillion in U.S. money.

Here's what happened in that secret meeting held on Jekyll Island:

[Jeremy Kuo @jeremykuoo]

In 2013, Nike made their BIGGEST mistake in sports.

They humiliated Steph Curry so bad he walked away forever.

But instead of signing with Adidas or Puma...

A tiny brand stole him with ONE thing no one else could offer.

Here's the bizarre gamble that made him a billionaire: