Episode Details

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.

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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