Episode 13: Centum HY 2021/2022

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets.In this episode, we host Centum PLC’s CEO Dr. James Mworia on a discussion about the company’s HY 2021/2022 results. We also cover the company’s business model, the performance of its subsidiaries, capital allocation, and its current Centum 4.0 strategy.Subscribe to get notified when we make a new post.Show Notes[00:01:45] - Half-year results highlights[00:03:08] - Business model[00:05:45] - Income statement[00:07:15] - Portfolio[00:08:31] - Valuation[00:12:39] - Sidian Bank and Longhorn Publishers[00:17:25] - Dividend policy and share buybacks[00:21:54] - Shareholding and share price movement[00:26:15] - Impact of Dr. Chris Kirubi’s loss on the firm[00:27:16] - The Two Rivers project[00:31:42] - Tech advancement and effects of Covid-19[00:33:53] - Debt reduction, restructuring, and sustainability[00:41:22] - Conflict of interest in projects[00:44:03] - Nurturing talent[00:45:37] - Akiira Geothermal Ltd[00:46:10] - 2022 outlook Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe