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Taking positions for 2010
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mv_ufanisi
#131 Posted : Wednesday, March 31, 2010 12:53:16 PM
Rank: Member

Joined: 1/15/2010
Posts: 625
VituVingiSana wrote:
VituVingiSana wrote:
@MV - I am already there... And asante...

GCB
If u want to speculate African Champion

@VVS I'm thinking CAL. They seem more nimble than GCB which people seem to be complaining about on the internet. Their PEs are almost the same but I think CAL might be quicker in taking advantage of opportunities.
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VituVingiSana
#132 Posted : Thursday, April 01, 2010 1:57:47 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
What is CAL's P/B?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#133 Posted : Thursday, April 01, 2010 5:30:02 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS you won the safcom bet.. Applause its nowhere near 7bob(i'm sooo surprised and embarassed)... Sad
whenever you are in Kampala come for your lunch...
Mark 12:29
Deuteronomy 4:16
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the deal
#134 Posted : Thursday, April 01, 2010 9:05:51 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@ hehehe guru267 what happened to the 1.5 billion demand of yesterday...i'm sure makmende secretely manipulated the nse boards...lol.
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mv_ufanisi
#135 Posted : Thursday, April 01, 2010 11:14:40 AM
Rank: Member

Joined: 1/15/2010
Posts: 625
VituVingiSana wrote:
What is CAL's P/B?


See their financial reports here http://www.calbank.net/l...s.php?pg=178&pp=122

They have a reputation for being one of the most innovative banks in Ghana - which is a pretty good thing going into 3rd quarter this year when the oil money starts flowing.
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VituVingiSana
#136 Posted : Thursday, April 01, 2010 1:25:22 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
guru267 wrote:
@VVS you won the safcom bet.. Applause its nowhere near 7bob(i'm sooo surprised and embarassed)... Sad
whenever you are in Kampala come for your lunch...

I even know where I want to go... I LOVE the peanut sauce you guys make...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#137 Posted : Thursday, April 01, 2010 9:30:40 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
http://www.nation.co.ke/...-/153swatz/-/index.html

Oil closed at $81 or so on 31 March 2010... KQ will see some nice hedge gains...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#138 Posted : Tuesday, April 06, 2010 6:13:13 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS oil has already hit $85 on the positive USA jobs report on friday and analysts say $90 is a key resistance level. so if it can break that......
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#139 Posted : Tuesday, April 06, 2010 12:03:53 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
guru267 wrote:
@VVS oil has already hit $85 on the positive USA jobs report on friday and analysts say $90 is a key resistance level. so if it can break that......

High oil prices NOT good for KQ in the long-term... I prefer lower oil prices = lower ticket prices = more net sales

For KQ's 2009-10 announcement due in 5 weeks... the price that will be used to calculate hedges is as of 31 March...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#140 Posted : Tuesday, April 06, 2010 12:22:41 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS that is one reason i dont like KQ shares and my exposure to it remains very low... the oil market is very volatile and has recently been a speculators play ground... i personally think they should quit hedging and brave the risk..

oil July 2008: $147(pre downturn)
oil march 2009: $32 (downturn)
current price: $85 (post downturn)

i just hope they can get their prediction right this time because there are plenty of bulls and bears on the price of oil...

Mark 12:29
Deuteronomy 4:16
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