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Taking positions for 2010
VituVingiSana
#81 Posted : Friday, February 05, 2010 7:11:20 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
To those who have been asking. There is something GOOD going on at KQ

http://www.bloomberg.com...116&sid=aMlzm6Me_INE
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Jaguar
#82 Posted : Friday, February 05, 2010 7:33:17 AM
Rank: Member

Joined: 6/7/2007
Posts: 263
Location: humu humu
kcb & nic also seem to be waking up
VituVingiSana
#83 Posted : Friday, February 05, 2010 3:01:34 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
5 Jan 2010

KQ @ 52 (though I saw closing trades at 54/-)
KPLC @ 150
Williamson @130
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#84 Posted : Friday, February 26, 2010 6:42:47 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
26 Feb 2010 (Early AM trading)

KQ @ 49.50 (initial target was 43/-)
KPLC @ 172 (target ending 31 Dec 2011 was 200)
Williamson @135 (Target was 200 but after 2010 results are released)

I am comfy with KPLC target price but I am not sure whether Williamson will make the 200/- price though I am confident about their profits for 2009-10 will be excellent.

KQ seems to be doing OK. Even with additional competition in the domestic market, they keep adding new routes (except for enough aircraft) in the African market.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
guru267
#85 Posted : Tuesday, March 02, 2010 12:32:34 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
judging from the way the market seems to be trading after the company announcement it looks like the bulls are starting to take positions big time...

i cant believe BAT traded 130 million worth of shares today...

my friends!! we have a bull market arriving... those who dont believe me can just watch from the sidelines...
Mark 12:29
Deuteronomy 4:16
VituVingiSana
#86 Posted : Friday, March 05, 2010 2:52:12 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
5 March 2010

KQ @ 47.25 (initial target was 43/-). KQ has been dropping from the high of 55/- but the 3Q numbers were decent (though not spectacular) & with gains in oil prices the hedges should contribute to profits for 2009-10.
KPLC @ 165 (target ending 31 Dec 2011 was 200). I am quite confident of this. The restructuring is the elephant in the room but that will not stop the ascent once it starts in earnest.

Williamson @177 (Target was 200 but after 2010 results are released). Tea prices have no dipped much even with increased production. I expect WTK to have their best year (2009-10).
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
the deal
#87 Posted : Saturday, March 06, 2010 7:15:00 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@ vvs how come KPLC has a low p/b value and a low pge value...yet earnings are on the rise...is it that seriously undervalued?...this is one stock i want to raid...
mwanafunzi
#88 Posted : Saturday, March 06, 2010 8:14:13 AM
Rank: Member

Joined: 12/3/2008
Posts: 113
i came.. i saw kakuzi at 30 undevalued indeed failed to concour now the bus has gone.which other stock is likely to behave the same.what are the fundamentals on sameer.
cnn
#89 Posted : Saturday, March 06, 2010 9:30:18 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
KPLC is seriously undervalued at current prices,the push up being held back by the restructring of GOK holding.Had they talked of the details being released in the first quarter?
guru267
#90 Posted : Saturday, March 06, 2010 10:16:09 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@cnn i'm going to wait patiently since the first quarter ends this month so i expect to hear something between now and then... but KPLC mngmnt also said the whole restructuring would be complete by the end of June....

i still maintain my stance that KPLC is cheap relative to the market whether one takes up his rights or not... i'm just saying a diluted KPLC share still looks very cheap to me....
Mark 12:29
Deuteronomy 4:16
26 Pages«<7891011>»
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