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Reporting season kicks off.
mwanahisa
#11 Posted : Wednesday, February 09, 2011 11:09:49 AM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
Ephy wrote:
I think this is a brilliant perfomance considering other factors. Cables is affected mainly by the fluctuating LME metal prices,which have been unfortunately going upwards. Cheaper counterfeit cables from India/China have had an impact on the biz. Gross turnover was as a result of the increase in prices rather than increase in copper tonnage sold.At current prices,as well believed in brand,i think EAC is a good share to hold.


I disagree! While the results are better than we envisaged due to the profit warning, they are still not commendable. Main point to note is that there is still a reduction in profits in the company (for the group it was expected).

The Dividend yield is OK and the bonus will of course excite in the short term. For speculators, of course this is a godsend.

Note it has started well today, and considering it is a TCL share and they are DESPERATE to list this year, maybe they will prop it up. On that consideration alone, I am IN, if I can get it at a decent price. Purely for SPECULATION. I do not intend to stay in for long.
mwanahisa
#12 Posted : Wednesday, February 09, 2011 11:59:12 AM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
My decent price was pegged between 17.50 and 18. There is no way that I am going to chase this baby to the current outrageous ASKing prices. So, I guess you can count me out (out of the party, if there will be one).

Sour grapes? - maybe, but then there are other fish in the sea, ama? I have learnt that when you are speculating on a company whose fundamentals have not changed dramatically, it only pays if you get in early!!! Good luck mlennyma et al.
mlennyma
#13 Posted : Wednesday, February 09, 2011 12:54:47 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
If the house owner knew when the thief will strike,angekaa ritho
"Don't let the fear of losing be greater than the excitement of winning."
Fyatu
#14 Posted : Wednesday, February 09, 2011 1:10:47 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
EACBL is up 25%
Dumb money becomes dumb only when it listens to smart money
Fyatu
#15 Posted : Wednesday, February 09, 2011 1:12:29 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
I got a gut feeling that the KK bus is about to leave
Dumb money becomes dumb only when it listens to smart money
bartum
#16 Posted : Wednesday, February 09, 2011 1:47:19 PM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
Fyatu wrote:
I got a gut feeling that the KK bus is about to leave

when did you last checked the supply and demand
Fyatu
#17 Posted : Wednesday, February 09, 2011 2:16:34 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
Supply 528,500 Demand 99,600......this is to my advantage...get on board my brodah...i can see the driver leaving the mkahawa ready to drive us off
Dumb money becomes dumb only when it listens to smart money
Aguytrying
#18 Posted : Wednesday, February 09, 2011 2:18:56 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
@mwanahisa. Good to have you back.(I know you've been back for over a week but still). Why dont you start your own ka thread. Your speculative moves are insightful. Your comments are also a breath of fresh air, compared to some suffocating predictions, we've had to endure thro dec.
The investor's chief problem - and even his worst enemy - is likely to be himself
mwanahisa
#19 Posted : Wednesday, February 09, 2011 2:24:38 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
Aguytrying wrote:
@mwanahisa. Good to have you back.(I know you've been back for over a week but still). Why dont you start your own ka thread. Your speculative moves are insightful. Your comments are also a breath of fresh air, compared to some suffocating predictions, we've had to endure thro dec.


@Aguytrying. Thanks. I do enjoy reading quite a few of your quips as well. So maybe we should do a collabo!!
youcan'tstopusnow
#20 Posted : Wednesday, February 09, 2011 3:24:50 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Aguytrying wrote:
Your comments are also a breath of fresh air, compared to some suffocating predictions, we've had to endure thro dec.

I wonder who you are talking aboutLaughing out loudly
GOD BLESS YOUR LIFE
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