Foolish Investor

[Foolish Investor @InvestorEAC]

@kahome_steve The total return is exaggerated considering the capital gain is not subject to market prices. That capital would evaporate if the shares are subject to an auction market, similar to listed exchanges. The promoter has done a fantastic job promoting this reit.

[Foolish Investor @InvestorEAC]

@PesaWall What's is the investment play here? In the short term, stock market is a voting machine

[Foolish Investor @InvestorEAC]

@WaruhiuFranklin @NSE_Investors @JohnHiuhu @WaruhiuFranklin, there lies the opportunity for long-term investors. At current prices, on the long term, BKG will beat I&M hands down.

[Foolish Investor @InvestorEAC]

@kahome_steve I agree. This would present immense opportunities to long-term investors.

[Foolish Investor @InvestorEAC]

@NSE_Investors Switched my carbacid shares for SAFCOM before announcement of FY results in May. What is the investment pitch for Carbacid at 36?

[Foolish Investor @InvestorEAC]

@EACinvestor Of course you know why🤣🤣🤣

[Foolish Investor @InvestorEAC]

@JohnHiuhu @JohnHiuhu, how do you arrive at a dividend of 3.6 by Sep 26

[Foolish Investor @InvestorEAC]

@ehdande Special funds market share is driven by higher returns. Hope market participant are aware of the risk. If the risk materialize, I hope we won't blame the government of the day.

[Foolish Investor @InvestorEAC]

@MwangoCapital Boss, what is the dividend per share for the last 3 years? I am a shareholder by the way

[Foolish Investor @InvestorEAC]

@MwangoCapital Centum has paid dividends of circa KES 200Mn per year in the last few years. What is the disconnect between the high return and the low dividend?

[Foolish Investor @InvestorEAC]

@NSE_Investors Dividend on Bank of kigali is erroneous. BK total dividend for FYE 25 is RWF 53.04 translating to KES 4.7

[Foolish Investor @InvestorEAC]

@MwangoCapital Cost containment is an important factor in delivering the 8% return. What is the probability that the cost of running the REIT may be higher than the projected cost?

[Foolish Investor @InvestorEAC]

@ehdande They are targeting 8% yield

[Foolish Investor @InvestorEAC]

@kasiva_mutisya Not really. Debt is a cheaper source of capital.

[Foolish Investor @InvestorEAC]

@EACinvestor Interesting this trades are. I would be gladly be a counterparty in each of this trade. Why sell Safcom. You have been the biggest bull on Safcom.

[Foolish Investor @InvestorEAC]

@AmbokoJH I'm stuck at annual management fee of KES 6.5Bn. Assuming a net profit margin of 30% and PE multiple of 10, you get a valuation of KES 20Bn. Not bad return for a business that is 7 years old

[Foolish Investor @InvestorEAC]

@WaruhiuFranklin @WaruhiuFranklin, Nedbank will still acquire 66%. 77.54% have an undertaking they will accept the offer. Meaning they will tender their 66% shareholding

[Foolish Investor @InvestorEAC]

@EACinvestor @NSE_Investors Stanbic will retain the same final dividend as last year. Last year's payout ratio was above the one approved by shareholders

[Foolish Investor @InvestorEAC]

@NSE_Investors Stanbic will most likely retain last year final dividend. Payout ratio for 2025 was the highest in a decade. With lower profit expected in 2025, the bank will most likely pay the same final dividend as last year

[Foolish Investor @InvestorEAC]

@kahome_steve Actually the return is above 100%.