Mwango Capital
@MwangoCapital • 178,276 subscribers
|❤️Financial Research & Analysis on East African Markets| |🗞️Newsletter: https://t.co/vXkqHKrslm| | Instagram/: https://t.co/jLHxuIyENa
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![President William Ruto: —East African Community partners are now discussing a joint regional refinery with Dangote in Tanga, Tanzania, to process crude from DRC, Kenya, South Sudan, and Uganda. —Plans include a short Tanga–Mombasa pipeline and use of existing shared infrastructure (Kenya Pipeline) to distribute refined products, improving asset utilisation across the region. —Kenya signals readiness to co-invest, targeting delivery of the refinery within 4–5 years if agreements are reached. —He says refining economics in Africa remains policy-driven; as Aliko Dangote noted to Olusegun Obasanjo, importing fuel can be more profitable than refining without the right incentives. [Video: Bloomberg]](https://image.24vids.com/tw-2047383101543002486/amplify_video_thumb/2047383042977861632/img/AFVSlqzzWdG42VoV.jpg)
President William Ruto: —East African Community partners are now discussing a joint regional refinery with Dangote in Tanga, Tanzania, to process crude from DRC, Kenya, South Sudan, and Uganda. —Plans include a short Tanga–Mombasa pipeline and use of existing shared infrastructure (Kenya Pipeline) to distribute refined products, improving asset utilisation across the region. —Kenya signals readiness to co-invest, targeting delivery of the refinery within 4–5 years if agreements are reached. —He says refining economics in Africa remains policy-driven; as Aliko Dangote noted to Olusegun Obasanjo, importing fuel can be more profitable than refining without the right incentives. [Video: Bloomberg]
Mwango Capital72,702 次观看 • 6 个月前
Treasury CS is materially understating the cost of the dividend monetisation by calling it 5.6%, when the correct annuity-based discount rate on the State’s foregone dividends is closer to 10.5%. Vodacom, by contrast, prices that same stream at a 16.5% IRR capped at 18%, which is the economic return the government is surrendering by taking KES 40.2B today instead of collecting Safaricom dividends over time.
Mwango Capital102,215 次观看 • 10 个月前
Quickmart CEO Peter Kang’iri highlighted the importance of cost discipline and working capital management in supermarket retail: — Staff costs account for ~6% of sales and rent 2.5–3.5%, meaning the two largest cost lines consume almost 10% of revenue, with total operating costs expected to remain within 14–15% of sales and other costs capped at ~5%. — Retailers must optimise working capital by balancing inventory levels, supplier payment terms and cash positions, with Quickmart targeting an inventory conversion period of 28–30 days. — The key metric in retail is how efficiently a business converts inventory into cash while maintaining stock availability and supplier relationships.
Mwango Capital11,962 次观看 • 1 个月前
James Mwangi when asked about his retiring: "Nobody retires from entrepreneurship. Age doesn’t retire one from investing..My mother went on at 98 & she was still investing in her small-scale farm. So if I live for as long as my mother, kindly bear with me for the next 40 years"
Mwango Capital149,870 次观看 • 1 年前
