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Aguytrying		#111 Posted : Thursday, July 24, 2014 4:20:58 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		hisah wrote: Aguytrying wrote: The profit warning will be huko January 2015 onwards, if they'll be one. What of the lofty valuations they are peddling using 128M shares!! she should at least included valuations assuming full subscription. So we in agreement that a profit warning is coming. So why waste your funds on it? I think I can flip it. And i need a win to close the year. I know how it sounds like The investor's chief problem - and even his worst enemy - is likely to be himself
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hisah		#112 Posted : Thursday, July 24, 2014 4:24:04 PM
Rank: Chief Joined: 8/4/2010 Posts: 8,977		Aguytrying wrote: hisah wrote: Aguytrying wrote: The profit warning will be huko January 2015 onwards, if they'll be one. What of the lofty valuations they are peddling using 128M shares!! she should at least included valuations assuming full subscription. So we in agreement that a profit warning is coming. So why waste your funds on it? I think I can flip it. And i need a win to close the year. I know how it sounds like Sawa. All the best Remember there's no luck in trading... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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target1360		#113 Posted : Thursday, July 24, 2014 5:03:48 PM
Rank: Member Joined: 5/14/2014 Posts: 289 Location: nairobi		Why is NSE listing in the first place?. It very difficult for wanjiku seated on one end of the table to outsmart professionals seated on the other end of the table I find satisfaction in owning great business,not trading them
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ecstacy		#114 Posted : Thursday, July 24, 2014 5:17:40 PM
Rank: Elder Joined: 2/26/2008 Posts: 4,449		hisah wrote: Aguytrying wrote: hisah wrote: Aguytrying wrote: The profit warning will be huko January 2015 onwards, if they'll be one. What of the lofty valuations they are peddling using 128M shares!! she should at least included valuations assuming full subscription. So we in agreement that a profit warning is coming. So why waste your funds on it? I think I can flip it. And i need a win to close the year. I know how it sounds like Sawa. All the best Remember there's no luck in trading... @hisah, what are you buying now?
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hisah		#115 Posted : Thursday, July 24, 2014 5:23:38 PM
Rank: Chief Joined: 8/4/2010 Posts: 8,977		ecstacy wrote: hisah wrote: Aguytrying wrote: hisah wrote: Aguytrying wrote: The profit warning will be huko January 2015 onwards, if they'll be one. What of the lofty valuations they are peddling using 128M shares!! she should at least included valuations assuming full subscription. So we in agreement that a profit warning is coming. So why waste your funds on it? I think I can flip it. And i need a win to close the year. I know how it sounds like Sawa. All the best Remember there's no luck in trading... @hisah, what are you buying now? Only bought some KPLC. But I have paused waiting for the KE macros to become clear. At the moment a lot of ground shifting is happening on the econ. But looking fwd to build a power portfolio i.e. kplc, kengen, keno, cables etc. Also like TPS and the current murdered sugar. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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ecstacy		#116 Posted : Thursday, July 24, 2014 5:30:21 PM
Rank: Elder Joined: 2/26/2008 Posts: 4,449		hisah wrote: ecstacy wrote: hisah wrote: Aguytrying wrote: hisah wrote: Aguytrying wrote: The profit warning will be huko January 2015 onwards, if they'll be one. What of the lofty valuations they are peddling using 128M shares!! she should at least included valuations assuming full subscription. So we in agreement that a profit warning is coming. So why waste your funds on it? I think I can flip it. And i need a win to close the year. I know how it sounds like Sawa. All the best Remember there's no luck in trading... @hisah, what are you buying now? Only bought some KPLC. But I have paused waiting for the KE macros to become clear. At the moment a lot of ground shifting is happening on the econ. But looking fwd to build a power portfolio i.e. kplc, kengen, keno, cables etc. Also like TPS and the current murdered sugar. Any timelines to these actions?
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hisah		#117 Posted : Thursday, July 24, 2014 6:30:16 PM
Rank: Chief Joined: 8/4/2010 Posts: 8,977		@ecstacy - no timelines yet since I don't run treasury or gok to know when the cloud clears. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hooverrl		#118 Posted : Thursday, July 24, 2014 7:07:44 PM
Rank: Member Joined: 9/9/2006 Posts: 52 Location: USA		Hi everyone, Lots of good points raised. I'm generally skeptical of IPOs, but this looks like it may offer some long-term value to individual investors. I just posted my quick valuation exercise for the IPO here. Is the NSE IPO a Bargain? Many thanks, and I greatly value your feedback! Ryan
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mwekez@ji		#119 Posted : Friday, July 25, 2014 10:28:57 AM
Rank: Chief Joined: 5/31/2011 Posts: 5,121		hooverrl wrote: Hi everyone, Lots of good points raised. I'm generally skeptical of IPOs, but this looks like it may offer some long-term value to individual investors. I just posted my quick valuation exercise for the IPO here. Is the NSE IPO a Bargain? Many thanks, and I greatly value your feedback! Ryan Good analysis. On the one off recovery of bad debt of Kes. 115M in year 2013, it looks like we set for another recovery in 2014 of the remaining Kes. 141M receivable from non-trading brokers. Or is this totally unrecoverable? @VVS? http://www.businessdailyafrica....2/-/p7rrrmz/-/index.html
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Kihara joni		#120 Posted : Friday, July 25, 2014 12:43:59 PM
Rank: Member Joined: 5/8/2013 Posts: 386 Location: Nyali mombasa		Nice read here http://www.investinginaf...de87-41d7eeb255-38565397
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