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where is the dollar going????
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the deal
#11 Posted : Friday, May 13, 2011 9:31:08 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Tough times for foreign investors...if i sell now i will incur atleast 10% in dilution due to the Weak Shilling but its cheaper to buy..but who wants to buy with all this uncertanities
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Cde Monomotapa
#12 Posted : Friday, May 13, 2011 10:00:42 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
the deal wrote:
Tough times for foreign investors...if i sell now i will incur atleast 10% in dilution due to the Weak Shilling but its cheaper to buy..but who wants to buy with all this uncertanities

Good lock-in.
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the deal
#13 Posted : Friday, May 13, 2011 11:57:37 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@Cde since u are Pan African...i see a big opportunity on NamBrew...H1 EPS up 38% Dividend R 0.25 current trailing PE 8.12( compare to EABL) forward PE btwn 5-6...their SA and Export markets are doing very well.
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Cde Monomotapa
#14 Posted : Friday, May 13, 2011 12:26:28 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
the deal wrote:
@Cde since u are Pan African...i see a big opportunity on NamBrew...H1 EPS up 38% Dividend R 0.25 current trailing PE 8.12( compare to EABL) forward PE btwn 5-6...their SA and Export markets are doing very well.

Interesting. Thanks. What brands do they have? Is Windhoek theirs? Hiyo beer ni tamu!
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the deal
#15 Posted : Friday, May 13, 2011 12:36:09 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Cde Monomotapa wrote:
the deal wrote:
@Cde since u are Pan African...i see a big opportunity on NamBrew...H1 EPS up 38% Dividend R 0.25 current trailing PE 8.12( compare to EABL) forward PE btwn 5-6...their SA and Export markets are doing very well.

Interesting. Thanks. What brands do they have? Is Windhoek theirs? Hiyo beer ni tamu!

Yeaah Windhoek Lager is their premium beer...it's even here...they have huge market share in Southern Africa as well..theyre really giving SABMiller a run for their money...problem is getting the Shares is almost impossible...but i think its Africas cheapest Blue Cheap.
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Cde Monomotapa
#16 Posted : Friday, May 13, 2011 12:51:23 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
@deal also check out Zim's brewer. www.delta.co.zw they released recently FY31st March 2011. Revs up 45%-USD 408M, EBITDA up 67%-USD 82M, PAT up 47%- USD 53M, EPS up 42%- USc4.5. Dividend USc1.5. Delta is a SAB Miller child. These wonderful results are just from 2yrs of Zim's new USD/Forex economy (effective Feb 2009) - the potential in the new Zim is ENORMOUS!! This is where I expect to pull off my Jesus, i.e how he was chased from Nazareth (Kenya) and went out to have billions of followers!! - in my case I just expect the tons of mulla n' wealth smile
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  | | Edit by user: Friday, May 13, 2011 12:57 PM | Reason: :-P
the deal
#17 Posted : Friday, May 13, 2011 1:55:00 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Cde Monomotapa wrote:
@deal also check out Zim's brewer. www.delta.co.zw they released recently FY31st March 2011. Revs up 45%-USD 408M, EBITDA up 67%-USD 82M, PAT up 47%- USD 53M, EPS up 42%- USc4.5. Dividend USc1.5. Delta is a SAB Miller child. These wonderful results are just from 2yrs of Zim's new USD/Forex economy (effective Feb 2009) - the potential in the new Zim is ENORMOUS!! This is where I expect to pull off my Jesus, i.e how he was chased from Nazareth (Kenya) and went out to have billions of followers!! - in my case I just expect the tons of mulla n' wealth smile

I will check it out...Thanks venturing into Zim u r brave
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Cde Monomotapa
#18 Posted : Friday, May 13, 2011 2:44:32 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
the deal wrote:
Cde Monomotapa wrote:
@deal also check out Zim's brewer. www.delta.co.zw they released recently FY31st March 2011. Revs up 45%-USD 408M, EBITDA up 67%-USD 82M, PAT up 47%- USD 53M, EPS up 42%- USc4.5. Dividend USc1.5. Delta is a SAB Miller child. These wonderful results are just from 2yrs of Zim's new USD/Forex economy (effective Feb 2009) - the potential in the new Zim is ENORMOUS!! This is where I expect to pull off my Jesus, i.e how he was chased from Nazareth (Kenya) and went out to have billions of followers!! - in my case I just expect the tons of mulla n' wealth smile

I will check it out...Thanks venturing into Zim u r brave

Thanks. Invested in Zim from 2006-to date...I have experienced the worst of Zim pre 2009 so believe it when I say the new Zim is change you can believe in.
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Scubidu
#19 Posted : Friday, May 13, 2011 4:20:38 PM
Rank: Veteran

Joined: 9/4/2009
Posts: 700
Location: Nairobi
Predictions on the dollar rebound; some say an easy 6%. But KES has a strong short term correlation with the US dollar index since Osama was buried in his "underwater cave". Can we rely the dollar index to set a medium term trend for KES?
“We are the middle children of history man, no purpose or place. We have no great war, no great depression. Our great war is a spiritual war, our great depression is our lives!" – Tyler Durden
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youcan'tstopusnow
#20 Posted : Friday, May 13, 2011 4:55:52 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
deal, is there a Mututho law in Namibia?
GOD BLESS YOUR LIFE
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