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WTK/KAPCHORUA FULL YEAR
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guru267
#11 Posted : Monday, June 20, 2011 4:59:20 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Williamson tea opearating EPS is 73bob which makes P/E around 3 minus revaluations
Kapchorua tea operating EPS is 20 making the P/E around 5 minus revaluations

Still CHEAP!!
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#12 Posted : Monday, June 20, 2011 4:59:34 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
The 95/- includes Biological Gains but still a very good performance. Can I afford to be patient? Yes.

2011-12 seems to be doing OK. What that means is that even with reduced production in 4Q 2010-11 (& drought going into 1Q 2011-12) the strong Tea Prices + weak KShs = Same PAT in 2011-12.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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cnn
#13 Posted : Monday, June 20, 2011 5:27:32 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
guru267 wrote:
Williamson tea opearating EPS is 73bob which makes P/E around 3 minus revaluations
Kapchorua tea operating EPS is 20 making the P/E around 5 minus revaluations

Still CHEAP!!

I might be a bit greedy,but once again i feel WTK has retained too much cash even with the enhanced dividend payouts.I am staying put though.
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cnn
#14 Posted : Saturday, June 25, 2011 12:09:43 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
As i await the annual report to exactly what component of the profits came from the core business for WTK,i am given to understand they have sold George Williamson house to Lion of Kenya and moving their offices to Karen park.Prudent?
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guru267
#15 Posted : Saturday, June 25, 2011 12:23:03 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
cnn wrote:
As i await the annual report to exactly what component of the profits came from the core business for WTK,



guru267 wrote:
Williamson tea opearating EPS is 73bob which makes P/E around 3 minus revaluations
Still CHEAP!!

Mark 12:29
Deuteronomy 4:16
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cnn
#16 Posted : Saturday, June 25, 2011 1:32:02 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
@guru,increased property valuations contributed part of the 73,i want to know the tea sales component.
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guru267
#17 Posted : Saturday, June 25, 2011 3:03:48 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
cnn wrote:
@guru,increased property valuations contributed part of the 73,i want to know the tea sales component.


@cnn full year EPS for 2011 was 97.. EPS from tea sales (operating EPS) was 73bob
Mark 12:29
Deuteronomy 4:16
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cnn
#18 Posted : Saturday, June 25, 2011 3:50:08 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
@guru,refer to the commentary accompanying the results release...an increase in property valuations contributed to the operational improvement.
EPS of 73 is not all from tea!
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guru267
#19 Posted : Saturday, June 25, 2011 4:48:18 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@cnn thanks for pointing that out... I believe the property revaluations are fairly insignificant if they chose to include them in the operating results..
Do they release a detailed annual report??
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#20 Posted : Saturday, June 25, 2011 7:45:41 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
I also wanna know how much of the Operational Profits are from Tea/Timber/Biashare

Property Valuations probably for the various residential houses they own for Managers, etc but I wonder how much Williamson House [6 floors] is worth?

IMHO, they should sell 5 floors then distribute the cash to shareholders!!!

What is this talk about land in Karen?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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