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The Mumias sugar Bus
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the deal
#1 Posted : Tuesday, April 26, 2011 8:10:21 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Finally finished restructuring my portifolio for 2011

In: Mumias (Industrials)
Out: Kenya Re (Financials)

Mumias~Good weather...increased sugar output which means mumias will have more sugar to sell...COMESA is politics...Mumias is the pride of Western Kenya its too big too fail...ethanol, power gen and H2O are other added benefits.
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  | | Edit by user: Tuesday, April 26, 2011 8:13 PM | Reason: Not specified
Iborian
#2 Posted : Tuesday, April 26, 2011 8:19:44 PM
Rank: Member

Joined: 4/17/2009
Posts: 194
So what else do you now hold?
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the deal
#3 Posted : Tuesday, April 26, 2011 8:28:46 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Iborian wrote:
So what else do you now hold?

KK...C&G...JUB...KCB(verry few)...CMC...and now MSC...i'm in all sectors apart from the Agriculturals...i have a small amount of cash for speculating on Safcom...
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Muthawamunene
#4 Posted : Tuesday, April 26, 2011 8:37:17 PM
Rank: Member

Joined: 1/3/2011
Posts: 264
Location: Nairobi


COMESA is politics

This i like.
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youcan'tstopusnow
#5 Posted : Tuesday, April 26, 2011 8:53:42 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Cde, this is the perfect forum for you to talk freely on the reasons of your earlier mentioned apathy towards Mumias
GOD BLESS YOUR LIFE
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mlennyma
#6 Posted : Tuesday, April 26, 2011 8:53:46 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Good,i think we are almost reasoning the same.i will strictly trade with at most 6 counters with 2 of them speculative.
"Don't let the fear of losing be greater than the excitement of winning."
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Muthawamunene
#7 Posted : Tuesday, April 26, 2011 9:03:33 PM
Rank: Member

Joined: 1/3/2011
Posts: 264
Location: Nairobi
mlennyma wrote:
Good,i think we are almost reasoning the same.i will strictly trade with at most 6 counters with 2 of them speculative.

Am so glad to see that my 'wide' diversification doesnt mean i dnt know what am doin- after am done tinkering the screws this is what i want- centum, transcentury, kengen, kplc, kcb. five counters does it for me.
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Impunity
#8 Posted : Tuesday, April 26, 2011 9:03:49 PM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
I speculate on Safcom,Access and for my toto reasons, Paka.
What say you?
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Cde Monomotapa
#9 Posted : Tuesday, April 26, 2011 10:37:47 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
youcan'tstopusnow wrote:
Cde, this is the perfect forum for you to talk freely on the reasons of your earlier mentioned apathy towards Mumias

I said that my outlook for MSC is hazy predominantly because I slept on the wheel - directed my research elsewhere. The operating environment became un-predictable hence I stopped benefiting from Buy Weakness strategies having mastered the half year business cycles. Furthermore, dividends became un-certain, frustrations with TARDA so I washed my hands & left the dining area. MSC might be back in my X-hairs FY2012.
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  | | Edit by user: Wednesday, April 27, 2011 6:44 AM | Reason: :-P
PKoli
#10 Posted : Tuesday, April 26, 2011 11:59:19 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
In terms of competition Mumias is having it rossy. The new cane comoanies are giving better prices and making payments much earlier.

Mumias has to strategise on the TARDA project since that is its main saviour.
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