cnn wrote:@vvs,i dont think you have Sameer which own,i also dont have KPLC which i sold due to the gok share conversion scenario.The tea companies will continue doing well,i see an inverse correlation between volumes and price.If in worst of years you give them 50% from off from last years performance that would be 30 bob EPS for WTK and 7 for Kakuzi.Global weather changes and subsequent effect on agricultural production points at good prices being maintained and that holds for cocoa,coffee and sugar wheat too.And with good earnings the tea firms will pay off debts in their books and pay good dividends to shareholders ..i am hoping for enough noise at the WTK,afternoon tea party.Back to KK,i love the regional growth and if well executed this company will give good shareholder return,and even with the KPRL spat i dont think the management will let the company get to the level where they are stock outs in a market where their main operations are.
Sina Sameer (or any merali firms)
I like KPLC even with the conversion question/issue
So we have KK, Kakuzi & WTK in common... even siblings are not 100% in sync...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett