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guru267		#81 Posted : Saturday, November 10, 2012 12:13:08 PM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		the deal wrote: Its still undervalued even if they issue a Profit warning possible due to low global sugar prices & some operational constraints in FY 2013, just look at the PE, NAV & DY, its cheap @ the current price. One of my long term projects, i will be buying at every price dip...ethanol, water bottling...power generation...TARDA...hard to ignore! It looks like the upcoming sh15billion rights issue will be extremely dilutive Mark 12:29 Deuteronomy 4:16
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Njung'e		#82 Posted : Saturday, November 10, 2012 10:29:03 PM
Rank: Elder Joined: 2/7/2007 Posts: 11,935 Location: Nairobi		@guru, No harm in disagreeing as long as you do not carry a machete.....but i would be very much interested to know where the growth will come from because so far and other than hot air,reality on the ground says otherwise......a big otherwise! @Hisah, 6.50 would be more than good.....I'll stick to 3.50. Nothing great was ever achieved without enthusiasm.
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murchr		#83 Posted : Sunday, November 11, 2012 12:09:36 AM
Rank: Elder Joined: 2/26/2012 Posts: 15,980		Njung'e wrote: @guru, No harm in disagreeing as long as you do not carry a machete.....but i would be very much interested to know where the growth will come from because so far and other than hot air,reality on the ground says otherwise......a big otherwise! @Hisah, 6.50 would be more than good.....I'll stick to 3.50. I agree....hii ni balaa tupu. Its been years since they spoke about TARDA and still they have nothing to show of it. "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore .
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guru267		#84 Posted : Sunday, November 11, 2012 2:15:44 AM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		Njung'e wrote: i would be very much interested to know where the growth will come from because so far and other than hot air,reality on the ground says otherwise......a big otherwise! Remember during H1 ending Dec 2011 MSC shut down operations for sometime to renovate and this is what led to fall of the full year earnings... In H1 ending Dec 2012 there is no such shutdown hence earnings for H1 will definitely be higher than last year! Mark 12:29 Deuteronomy 4:16
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Njung'e		#85 Posted : Sunday, November 11, 2012 2:58:04 AM
Rank: Elder Joined: 2/7/2007 Posts: 11,935 Location: Nairobi		@guru267 That is sooooo misleading and it's obvious you do not have your facts right.In 2011/2012,the shut-down started on 11th July and ended on 4th August.In 2012/2013,the shut-down started on 17th July and ended on 6th August......indeed,it is highly likely that there will be a second shut-down within this FY year set for April or May 2013 lasting 3 to 4 weeks.This will be the first time to have two shut-downs in one FY and you don't have to be a clairvoyant to know "B".....Consequently,there might not be a shut-down in FY 2013/2014 but that's for another day. Surely,when the "sugar-guru" speaks,guru267 should listen Nothing great was ever achieved without enthusiasm.
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holycow		#86 Posted : Sunday, November 11, 2012 7:42:50 AM
Rank: Veteran Joined: 11/11/2006 Posts: 972 Location: Home		Njung'e wrote: Surely,when the "sugar-guru" speaks,guru267 should listen
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murchr		#87 Posted : Sunday, November 11, 2012 8:50:11 AM
Rank: Elder Joined: 2/26/2012 Posts: 15,980		holycow wrote: Njung'e wrote: Surely,when the "sugar-guru" speaks,guru267 should listen "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore .
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guru267		#88 Posted : Sunday, November 11, 2012 9:09:02 AM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		Njung'e wrote: Surely,when the "sugar-guru" speaks,guru267 should listen I will for now... Lets pray i don't steal that crown come half year results! Mark 12:29 Deuteronomy 4:16
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Pesa Nane		#89 Posted : Monday, November 12, 2012 11:01:46 AM
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c		guru267 wrote: Njung'e wrote: Surely,when the "sugar-guru" speaks,guru267 should listen I will for now... Lets pray i don't steal that crown come half year results! Nice sugary settlement. @memorybank, databank hiyo. Pesa Nane plans to be shilingi when he grows up.
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VituVingiSana		#90 Posted : Monday, November 12, 2012 3:11:21 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi		http://www.businessdaily...2/-/fb3gfo/-/index.html "...unavailability of supplies from Mumias Sugar Company’s co-generation plant (26MW)..." Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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