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youcan'tstopusnow
#31 Posted : Tuesday, June 14, 2011 3:52:07 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
VituVingiSana wrote:
mkonomtupu wrote:
tullow wants to produce 200,000 barrels per day by 2015 (that's $2billion dollars a day) for the next 25 years
You can buy a KShs 200 [$2.30] calculator on River Road.

200,000 x $100 = $20,000,000 not $2,000,000,000

Laughing out loudly Laughing out loudly Laughing out loudly
GOD BLESS YOUR LIFE
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2012
#32 Posted : Tuesday, June 14, 2011 4:31:26 PM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
NSE is a strange market indeed. How can the biggest gainer yesterday be WTK and the biggest loser today is Sasini? These two are basically in the same sector but again maybe it was an aborted take off by WTK.

BBI will solve it :)
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VituVingiSana
#33 Posted : Tuesday, June 14, 2011 4:34:05 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
young wrote:
Bwana @VVS and others, there is no point arguing as it will be a round robin arguement , leave it to time or let knowledgeable Ugandan well versed in emerging Ugandan Petroleum development in Lake Albert (western region) to conclude.


Congo for example is a petroleum producer with a refinery !!!
Bw.Young, Congo is huge [Both Congos] but what I can't get my finger on is how I can make money off Uganda's oil... I want to be the proverbial person who sells shovels to Gold Miners.

Levi's started as a supplier to Gold Miners during the California Gold Rush. The gold ran out while Levi's is a worldwide brand!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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hisah
#34 Posted : Tuesday, July 12, 2011 9:39:03 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
hisah wrote:
@mkonomtupu - at the moment I'm more concerned with the behaviour of global oil and global food prices. If this two don't slow down soon, I expect financial markets especially equities to catch a cold. Whether stocks are cheap or expensive, wild oil prices always have a way of raising the red flag on global economy growth, which means bets off on financial markets. I am watching these 2 central banks (US Fed and ECB) to determine which way to go. If ECB hikes rates (very likely) it will feel like March 2008 - end of stimulus or easy money/credit.

Locally watch the inflation rate. If it shoots through 6% and oil prices are still high with a weak shilling, NSE will under perform since the GDP growth will also slow down. If the USD/KES rate hits 90 - I'll be out of stocks completely and troop to the money markets for higher interest rates.


And in 4 months after I stated the above, ECB indeed hikes interest rates and we are back to March 2008...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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the deal
#35 Posted : Tuesday, July 12, 2011 10:04:44 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
hisah wrote:
hisah wrote:
@mkonomtupu - at the moment I'm more concerned with the behaviour of global oil and global food prices. If this two don't slow down soon, I expect financial markets especially equities to catch a cold. Whether stocks are cheap or expensive, wild oil prices always have a way of raising the red flag on global economy growth, which means bets off on financial markets. I am watching these 2 central banks (US Fed and ECB) to determine which way to go. If ECB hikes rates (very likely) it will feel like March 2008 - end of stimulus or easy money/credit.

Locally watch the inflation rate. If it shoots through 6% and oil prices are still high with a weak shilling, NSE will under perform since the GDP growth will also slow down. If the USD/KES rate hits 90 - I'll be out of stocks completely and troop to the money markets for higher interest rates.


And in 4 months after I stated the above, ECB indeed hikes interest rates and we are back to March 2008...

Indeed your predictions have come to pass...tourism is key beneficiary of the weak shilling so KQ & TPS will do well earnings wise....
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