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KAKUZI
cnn
#1 Posted : Thursday, August 26, 2010 11:14:38 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
Is there material announcement? All the supply up to 100 bob gone.I hope this is a comfirmation of the tea story.
Wa_ithaka
#2 Posted : Thursday, August 26, 2010 11:23:09 AM
Rank: Veteran

Joined: 1/7/2010
Posts: 1,279
Location: nbi
cnn-are you an investor?
Anyway, check today's daily nation or visit the NSE website for the half year results
The Governor of Nyeri - 2017
guru267
#3 Posted : Thursday, August 26, 2010 11:24:37 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
cnn wrote:
Is there material announcement? All the supply up to 100 bob gone.I hope this is a comfirmation of the tea story.

This counter is cheap by VERY many metrics and i'm valuing it at 120bob
Mark 12:29
Deuteronomy 4:16
Horton
#4 Posted : Thursday, August 26, 2010 11:26:44 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
They jes released their HY. Eps 4.22. Up from a miniscule 0.26 No divi...


http://www.nse.co.ke/new...ements/Kakuzi%202010.pdf
Horton
#5 Posted : Thursday, August 26, 2010 11:29:58 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
And we are back down to 80 bob. @guru, I kinda find valuing agri companies as quite difficult. No consistencies. Over reliant on mother nature, and pretty cyclical. How did u come up on 120? Was it NAV?
Wa_ithaka
#6 Posted : Thursday, August 26, 2010 11:44:54 AM
Rank: Veteran

Joined: 1/7/2010
Posts: 1,279
Location: nbi
If you look at the numbers, revenue was only up 25%. The going forward statement is also downbeat.

Uza
The Governor of Nyeri - 2017
cnn
#7 Posted : Thursday, August 26, 2010 11:56:43 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
Wa_ithaka wrote:
cnn-are you an investor?


What do you think?.

I have become used to tea companies downplaying good expectations going forward.Not bad results,i am staying put.
The Merchant
#8 Posted : Thursday, August 26, 2010 12:07:46 PM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
Think
Horton wrote:
And we are back down to 80 bob. @guru, I kinda find valuing agri companies as quite difficult. No consistencies. Over reliant on mother nature, and pretty cyclical. How did u come up on 120? Was it NAV?

Now at 83.50 Think Think
Gordon Gekko
#9 Posted : Thursday, August 26, 2010 2:39:09 PM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
This portends well for Sasini? I assume they are correlated and I'm big into Sasini.
Horton
#10 Posted : Thursday, August 26, 2010 3:14:50 PM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
Gordon Gekko wrote:
This portends well for Sasini? I assume they are correlated and I'm big into Sasini.



Yeah agrics should have a bumper year. Shouldn't make a diff to my agric, rea v. LolSad
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