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Bargains to buy from tomorrow???
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mwekez@ji
#391 Posted : Monday, September 09, 2013 8:04:14 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
mwekez@ji wrote:
;-) Faida Investment Bank BUY recommendation

Equity Bank; Target Price KES 43.82; Upside 28%

KenGen; Target Price KES 21.70; Upside 35%


Page 12 >>> http://fib.co.ke/wp-content/upl...eekly-Report-Week-36.pdf
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Mukiri
#392 Posted : Monday, September 09, 2013 8:22:02 PM
Rank: Elder

Joined: 7/11/2012
Posts: 5,222
Whats the effect of the Nigerian's interest in cement production?

Proverbs 19:21
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mwekez@ji
#393 Posted : Monday, September 09, 2013 8:42:56 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Mukiri wrote:
Whats the effect of the Nigerian's interest in cement production?


I expect this plus the new mining royalties to weigh negatively on the cement counter at nse. However, we may also note that it will take time for dangote to start production
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mibbz
#394 Posted : Monday, September 09, 2013 8:53:10 PM
Rank: Member

Joined: 2/18/2011
Posts: 448
mwekez@ji wrote:
Mukiri wrote:
Whats the effect of the Nigerian's interest in cement production?


I expect this plus the new mining royalties to weigh negatively on the cement counter at nse. However, we may also note that it will take time for dangote to start production


As much as Dangote builds most of his businesses from scratch,i forsee him buying an existing cement company and my bet would be ARM due to the fertilizer link....any idea on the market cap of ARM?
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kaka2za
#395 Posted : Monday, September 09, 2013 9:00:57 PM
Rank: Elder

Joined: 10/3/2008
Posts: 4,058
Location: Gwitu
But seriously are there any bargains out there?
@stockmaster - looking out for your sagacious advice!
Truth forever on the scaffold
Wrong forever on the throne
(James Russell Rowell)
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mwekez@ji
#396 Posted : Monday, September 09, 2013 10:51:08 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
mibbz wrote:
mwekez@ji wrote:
Mukiri wrote:
Whats the effect of the Nigerian's interest in cement production?


I expect this plus the new mining royalties to weigh negatively on the cement counter at nse. However, we may also note that it will take time for dangote to start production


As much as Dangote builds most of his businesses from scratch,i forsee him buying an existing cement company and my bet would be ARM due to the fertilizer link....any idea on the market cap of ARM?


market cap of ARM = KES 34.7B
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VituVingiSana
#397 Posted : Monday, September 09, 2013 11:10:23 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Dangote is better off buying out Bamburi's stake in EAPCC then inject cash for a Rights Issue [which some minority shareholders will not take up] to get his stake above 51% than go for the high PER ARM.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ali Baba
#398 Posted : Tuesday, September 10, 2013 12:31:25 AM
Rank: Member

Joined: 8/29/2008
Posts: 573
If I was Dangote,I would not touch EAPCC.....the government has a big stake in it thereby making it a bad company.....unless GoK sells their stake ....
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murchr
#399 Posted : Tuesday, September 10, 2013 2:27:10 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
He's not buying anything dont start accumulating shares hoping for a buyout. Rumor has it that he is to set up in Msa source raw mat & coal from Kitui lots of limestone there
"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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  | | Edit by user: Tuesday, September 10, 2013 3:27 AM | Reason: Not specified
guru267
#400 Posted : Tuesday, September 10, 2013 3:35:55 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
Dangote is better off buying out Bamburi's stake in EAPCC then inject cash for a Rights Issue [which some minority shareholders will not take up] to get his stake above 51% than go for the high PER ARM.


I also feel that if Dangote was to enter Kenya it would be through an EAPCC privatization!

To take a company like EAPCC private will be a massive PR campaign for 2017...
Mark 12:29
Deuteronomy 4:16
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