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EABL HY 2016 earnings up 74% on sale of CGI
murchr
#11 Posted : Friday, June 10, 2016 4:24:09 PM
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Joined: 2/26/2012
Posts: 15,980
The East African Breweries Limited has appointed Andrew Cowan as its new managing director, taking over from Charles Ireland who has steered the brewer for three years.
"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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murchr
#12 Posted : Wednesday, June 22, 2016 4:32:49 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Business Daily - July 20 wrote:
Beer maker East Africa Breweries Limited (EABL) wants the High Court to lift an order barring it from appointing other suppliers to routes operated by supplies firm Bia Tosha, arguing that the directive has put it at risk of being sued by third parties. The

EABL says in an application filed yesterday that the contract it has with Bia Tosha and other distributors are not exclusive, and that it has appointed more than one supplier in some routes who may now sue it if the order is not lifted.


the Star June 21 wrote:
Kenya’s largest brewer, EABL has lost a bid to appoint another beer distributor on the same routes as its single-largest distributor, Bia Tosha.

The High court yesterday declined to set aside an order stopping EABL from allowing other distributors to supply on the same routes as Bia Tosha.

The beer maker had filed an urgent application at the High Court saying the orders issued in favour of Bia Tosha on June 14 were obtained through misrepresentation of facts.

Through lawyer Kamau Karori, EABL accused the distributor of failing to disclose material facts, which if they had been presented, the court would not have issued the orders.


Online news is instant. Nation media needs to move with speed or they will be rendered irrelevant.
"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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Ericsson
#13 Posted : Wednesday, June 22, 2016 6:56:45 AM
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Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
Nation media newspapers ni za kufunga nyama, nyama choma, kachumbari na glass products
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Akenyan2014
#14 Posted : Wednesday, June 22, 2016 8:14:26 AM
Rank: Member

Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
Ericsson wrote:
Nation media newspapers ni za kufunga nyama, nyama choma, kachumbari na glass products


Bigger market, you mean? The more nyama you 'funga' the bigger the Nation Media revenue .
Ericsson
#15 Posted : Wednesday, June 22, 2016 9:26:53 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
@Akenyan2014
Yes hiyo si ya kusoma news.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#16 Posted : Friday, July 08, 2016 11:33:22 AM
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Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
Another asset sale to prop up profits in the financial year 2016/2017.

http://www.businessdaily...74/-/4n3vkm/-/index.html
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Plimsoul
#17 Posted : Friday, July 08, 2016 12:02:44 PM
Rank: Member

Joined: 3/3/2016
Posts: 132
[quote=Ericsson]Another asset sale to prop up profits in the financial year 2016/2017.

http://www.businessdaily...4/-/4n3vkm/-/index.html[/quote]

Brilliant move. Sell the overvalued asset for 675 million and rent it.

Real estate prices are so high renting wins over buying easily, especially for corporates.
streetwise
#18 Posted : Friday, July 08, 2016 3:33:06 PM
Rank: Veteran

Joined: 6/23/2011
Posts: 1,740
Location: Nairobi
Let the shareholder benefit by getting some dividends and capital appreciation.

Keeping the land will not help the shareholder at all
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Horton
#19 Posted : Monday, July 11, 2016 7:01:37 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
Plimsoul wrote:
[quote=Ericsson]Another asset sale to prop up profits in the financial year 2016/2017.

http://www.businessdaily...4/-/4n3vkm/-/index.html[/quote]

Brilliant move. Sell the overvalued asset for 675 million and rent it.

Real estate prices are so high renting wins over buying easily, especially for corporates.


Not sure if that was indeed a "brilliant move" for eabl anyway....... With quick fire asset disposals, what I can see with my naked eye is that they are in serious need of cash. Was Selling CGI a brilliant move? I dont know, time will tell.

7-8% yield is actually a good yield for commercial real estate, from a large company, commiting a LT lease and I assume a 5-10% rental acceleration yearly, these tembo sacco guys will be singing show tunes in no time.

The notion "real estate is overvalued" has been sung for too long now still waiting on the crash. Prices have corrected slightly, but rentals are still going strong yielding quite nicely

Ericsson
#20 Posted : Monday, July 11, 2016 10:36:16 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
EABL should have setup a real estate arm and construct commercial buildings for rent on the land they own.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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