Mansa X by SIB closed Q1 2026 with KES 153B in AUM
The fund has released its performance for H1 2026
KES Fund:
H1: 10.97%
Annualized Net Return of 23.15%
In this thread, we answer the most Frequently Asked Questions about Mansa X👇👇
Markets at a Glance | 3rd July 2026
Kenyan equities extended their gains, with the Nairobi All-Share Index (NASI) rising 0.5% to 227.17 from 225.98 in the previous session NASI +0.5% to 227.17. NSE-10 +0.8%, NSE-20 +0.5%, NSE-25 +0.6%. mkt cap +0.5% to KES 3.81T.
Centum has officially announced a strategic partnership for Nabo Capital with Rock Investment Bank.
➡️As a shareholder, We’ve examined the deal: it’s a logical move that finally gives Nabo the room it needs to grow. Here is my breakdown. 🧵 #Centum#NaboCapital#NSE
Rock Investment Bank (@Rib_investment) has acquired 60.0% of Nabo Capital (@NaboCapital).
Nabo Capital ceases being a subsidiary of Centum (@CentumPLC) which retains a 40.0% stake.
Rock Investment Bank is led by Dr. Belgrad Kenne (@BelgradKenne) who served as the lead transaction advisor in the Kes 106.0 billion Kenya Pipeline IPO.
My followers,
Good morning.
Wake up!
Success is not built in a day.
It is built in ordinary mornings like this one.
While others complain about the economy,
Disciplined people are:
• Creating value
• Solving problems
• Positioning themselves for opportunity
Focus.
On the Dangote led Refinery in East Africa:
· Location will be determined following research being undertaken by Dangote. Mombasa, Lamu or Tanga are lead contenders
· Project expected to cost anything between US$16.0 billion & US$20.0 billion
· Kenya's newly set up National Infrastructure Fund will co-invest in the refinery, deployment not disclosed
· The National Infrastructure Fund currently has US$1.0 billion (Kenya Pipeline proceeds). In another two or so months, ~ US$2.0 billion is expected (Safaricom Plc partial divestiture proceeds)
· GOK believes that with ~ US$3.0 billion worth of seed capital, it can build the fund to ~ US$30.0 billion (10:1) crowd in factor
· National Infrastructure Fund to invest 20.0% (~ US$300.0 Million) in the planned new Nairobi Airport
A long, view-driven main wing stretches across the site, crowned by a floating roof that lifts the entire composition
📍Queenstown, New Zealand
Project by: Mason & Wales
Details: https://t.co/45xyJNAThK
These guys have chosen an interesting stock:
HF Group vs other banking sector peers:
- Highest NPL ratio at 24%
- Lowest ROE at 8%
- Highest CTI ratio at 69%
- No dividend for the last 5 years(has 1.1B in accumulated losses)
What do they know about HF Group that we don’t know?
FROM ROBBEN ISLAND PRISONER ➡️ BILLIONAIRE.
Meet Tokyo Sexwale.
Once imprisoned during apartheid. Today, he’s worth an estimated R2.5 BILLION.
Founder of Mvelaphanda Group — a powerhouse in mining, energy & finance, and a major force in Black Economic Empowerment.
He also built Mvelaphanda Resources with stakes in gold, platinum & diamonds 💎
From prison cells to boardrooms.
From struggle to generational wealth.
Owns a 238-hectare wine estate. Builds across industries. Creates impact.
Proof that your past doesn’t define your future. 🇿🇦🔥
The world is not FAIR.
The fairness trap is a mental prison created by the weak to shackle the strong.
The world is not fair.
It works on the laws of PHYSICS and BIOLOGY.
The lion doesn't care about the life of a gazelle; it just eats the gazelle.
So, is the world fair?
No. It is not.
You are waiting for a referee to step into the game and award you a penalty.
He doesn't exist in this game called life.
There is no referee, there is only VALUE.
If you don't create VALUE, you deserve nothing, and nobody will save you.
If you solve a big problem in a few minutes and get paid big, don't sabotage yourself by judging yourself for earning big in a few minutes. You have solved a big problem in 5 minutes, and therefore, you are being paid for spending 5 years learning how to solve it in 5 minutes.
Kill the judge in your head.
Don't judge yourself.
Be shameless in the execution of your skills.
Is the world fair?
No. It is cold and indifferent. It doesn't care.
Is the hiring process fair?
No. Therefore, bypass the hiring process by networking and marketing your value.
Is the game rigged?
Yes.
So, why play the game of losers?
Men don't play by the rules. They trade their money for assets.
Are politicians fair?
No.
They will never be fair.
Therefore, exploit the loopholes they created for themselves and build your leverage alongside them.
You can choose to complain, or you can choose to step into the ring and become a man of value.
You can continue complaining about fairness or go coldly and shamelessly for the crown lying at the edge of the abyss.
You can continue feeling and prioritizing your fragile emotions or you can start engaging your logic and think.
As others whine, you build tools to leverage your value.
You are either the Prince or the Peasant.
The enemy is not poverty,
The enemy is the void in your head that you have refused to conquer.
Your enemy is the battlefield sitting between your ears.
The choice is yours.
#BetterTogether
I wanna buy churches like this that are shutting down across England.
So if you know a church that's for sale and potentially closing down, let me know. I wanna buy a church.
I don't care if it's got planning permission to return to flats redeveloped. I don't care.
I wanna buy it. I don't care how profitable the conversion will be.
If it was built as a church, I believe it needs to stay as a church.
I want to save churches like this one from being shut down and sold off to developers all across the UK.
I love making profit in property, but when someone's being built as a church to honour Jesus Christ, that's a no no.
There's revival coming in England and we need to keep our churches open. Ready for what’s to come.
Is this a good idea you would support?
From zero to KES 10,000,000 in processed transactions.
In months! We shipped our first QuePay device in May 2025. By 21st December we had crossed KES 5M. Yesterday, we doubled that.
That growth does not happen without the small business owners, the water ATM operators, milk vendors, coffee machine owners, pool table owners and kiosk retailers, who trusted an early-stage African deep-tech startup to become the financial backbone of their business.
But this milestone also marks a shift in how we think about what QuePay is building.
QuePay started as a payment device for individual operators. What we are evolving into is something larger: a last-mile distribution and intelligence layer for corporations, cooperatives and brands that want real-time visibility into what is happening at the point of final customer delivery.
Think of a dairy cooperative managing milk distribution across hundreds of ATM points. A cooking oil brand financing kiosk-level dispensers while monitoring offtake in real time. A global coffee brand deploying machines in office buildings with full transaction visibility, remotely.
The machine is no longer just a vending point. It is a data point. And for the brands, cooperatives and distributors sitting upstream, QuePay turns every automated touchpoint into a window into their last-mile performance.
We are a small team. We are still early. But we are building something that did not exist in Africa before we built it and the numbers are beginning to show it. To our customers, partners and everyone who has believed in what we are doing: thank you.
The next milestone is already in sight.
Today by elections results
Isiolo South MP - UDA ✅
West Kabras MCA - UDA ✅
Muminji MCA - UDA ✅
Evurore MCA - UDA ✅
Congratulations @UDAKenya...
The ground and online noisemakers are water and oil in short.
Na Bado!