@ intell - What I am asking is why wud Nakumatt needs loads of OD for FMCG items that the suppliers finance. My buddy knew of the 30-90 day periodso he expects to get paid 30-90 days (depending on the product) AFTER they deliver the goods. In any event,there has been some delay BUT he has not stopped supplying... Why? Nakumatt is a major (assume profitable) customer. He supplies prepared/boxed/canned food items (among other stuff... I cant/dont keep track)... but I noticed he is developing other channels... he better do so asap!
*** Like you said where did the cash go? Even if the delay is only 15 days. Remember how Uchumi was buying kirubi's properties???
**** Shah on the other hand used the cash to judiciously expand & invested the surplus in T-Bills.

Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB