Williamson sells HQ. 1 down 1 to go? Talk of vindication

Ps: You can come out now

Update:

Williamson - Tea prices will remain strong 3Q 2011. Production will be lower than 2010.
Price on 3 Jan 2011 =
Target = 300/-
[Perhaps 300 but not sure though the profits even without biological gains & sale of property will be through the roof]

KenolKobil - The best OMC in Kenya. Also regional expansion. For the patient. I am lucky I can buy these at 10/-. It is a gift.
Price on 3 Jan 2011 =
Target = 13/- [but not for sale until Dec 2013 at 20/-]
[Did you see the 1H 2011 profits? And yummy dividend? And regional expansion? It is a shoo-in at 20/- by Dec 2013]

Kenya Airways - Great African & Asian opportunities as India+China trade with Africa increases + increased intra-Africa travel.
Price on 3 Jan 2011 =
Target = 60/-
[It will announce 1H 2011-12 on 4 Nov 2011 but the price will remain subdued. The Rights Offer is hurting but the profits will be awesome with KES at 100/$]


KPLC - Rain/water/thermal/geothermal sources of power have increased so will sales. Kenya's strong economic growth means continuous need for additional electricity. I believe the 1H 2010-11 results will be very good.
Price on 3 Jan 2011 =
Target = 28/-

[Share price collapsed but revenues are on the way UP in 2011-12 as will profits once the Rights cash is deployed. Great potential over the next 2-3 years]

Unga - [Coz someone asked] This is a 3-year play for me from mid-2010 not a 2011 performer. There is plenty of maize during 1Q 2011. Wheat is always imported so does not concern me as all millers are affected. If I owned 50% of Unga, I would sell the brand names, scrap/sell the machinery then use the cash to develop the land in Industrial Area.
Price on 3 Jan 2011 =
Mid-2013 Target = 20/- [+ dividends]

[Patience is key. Nice dividend. I might have to 'up' the time frame but the profits will continue being spectacular though I still prefer they develop the land!]