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the deal
#1 Posted : Monday, February 07, 2011 6:50:11 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
http://www.corporatekeny...-profit-up-139-per.html

http://www.rich.co.ke/rcdata/company.php?i=NTE%3D

I expect a further acceleration in the 2H compared to the 1H due to the fact that the Kenyan economy grew 6.1% in 3Q...ALSO compare to

http://www.rich.co.ke/rcdata/company.php?i=MTA%3D
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qw25041985
#2 Posted : Monday, February 07, 2011 7:39:07 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
ask @ the deal .lol . he's good w/ such plays.
Your future depends on your dreams so go to sleep !
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the deal
#3 Posted : Monday, February 07, 2011 8:17:00 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@QW buddy why dont join me on this ride...i will sell some KQ and put some cheddar here...that KQ has gotten on my nerves...with 2012 around the corner this guys will make a lot cash from paid up AD´s...Liquidity is an issue but its also a blessing in disguise...
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the deal
#4 Posted : Monday, February 07, 2011 9:39:42 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
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Investragy
#5 Posted : Tuesday, February 08, 2011 5:26:08 AM
Rank: New-farer

Joined: 2/6/2011
Posts: 6
[quote=the deal]http://www.corporatekenya.info/2010/08/standard-group-h1-profit-up-139-per.html

http://www.rich.co.ke/rcdata/company.php?i=NTE%3D

I expect a further acceleration in the 2H compared to the 1H due to the fact that the Kenyan economy grew 6.1% in 3Q...ALSO compare to

http://www.rich.co.ke/rcdata/company.php?i=MTA%3D[/quote]


Hmmm... we havent done solid research on any of the media house, however you are right that SM has serious liquidity issues. At the same time, NM has tons of cash under the mattress, and to me all that cash sitting around scares me. Look at their cash spent on investing activities... close to nada percent-wise of total cash posistion... me not like it.

Question: do you own NM? I would hold on any buying activity related to the media houses, their full year earnings are around the corner and I would use that as a barometer to either go long or not.

As for 2012 ad spending, I would not bank on that as a driver to go long on SM, as both media houses will get ad spending, but mostly on a short term basis and I dont see that as a significant boost to earnings.

Take a loook at this research... http://www.investragy.com/content.php?postid=86

Second Q: why do you want to sell KQ? I would hold KQ for now, I see a lot of potential ahead.

****Just our thoughts!
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the deal
#6 Posted : Tuesday, February 08, 2011 8:46:54 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@investragy eish what name...lol..On matters KQ...oil at 100$/barrel aint the same as oil at 84$/barrel...i see lawsuits on the way too...strikes etc...too much risk i say but still a good counter...my foray into SGL is informed by
1. Increased dividend 2. Probably a bonus on the cards 3. Regional expansion 4. Their diversifying their earnings base i.e Radio Maisha 5. Economy on a growth trajectory and Price wars. I dont own NMG but its a good income stock
You could give me a spot on your website i would write for you.
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Investragy
#7 Posted : Tuesday, February 08, 2011 9:17:26 AM
Rank: New-farer

Joined: 2/6/2011
Posts: 6
the deal wrote:
@investragy eish what name...lol..On matters KQ...oil at 100$/barrel aint the same as oil at 84$/barrel...i see lawsuits on the way too...strikes etc...too much risk i say but still a good counter...my foray into SGL is informed by
1. Increased dividend 2. Probably a bonus on the cards 3. Regional expansion 4. Their diversifying their earnings base i.e Radio Maisha 5. Economy on a growth trajectory and Price wars. I dont own NMG but its a good income stock
You could give me a spot on your website i would write for you.



I see you know how to sell yourself... lol! INVESTRAGY is a fantastic name my friend, if you frequent the site, you will soon get used to the name. Anyway, hmmm increased dividend potential?...their outlook on a final 2010 dividend was not solid enough, it sounded week and I am less optimistic given their cash position and the aggressive growth plans they have undertaken, but we will see!

Otherwise, I think SGL is a good LONG term buy. Isnt there a cut off date to be eligible for the dividend? Hurry up and buy.... and HOLD! Remember good returns in stock investment is realized long term... smile

As for becoming an Investragy team member, we are definitely going to be taking in talent within the next few months. We are trying a different strategy for Kenyan market and definitely looking to expand aggressively. Our approach is one that is less on verbiage but heavy on fundamentals.

Hit us up at admin@investragy.com
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Investragy
#8 Posted : Tuesday, February 08, 2011 9:23:29 AM
Rank: New-farer

Joined: 2/6/2011
Posts: 6
the deal wrote:
@investragy eish what name...lol..On matters KQ...oil at 100$/barrel aint the same as oil at 84$/barrel...i see lawsuits on the way too...strikes etc...too much risk i say but still a good counter...my foray into SGL is informed by
1. Increased dividend 2. Probably a bonus on the cards 3. Regional expansion 4. Their diversifying their earnings base i.e Radio Maisha 5. Economy on a growth trajectory and Price wars. I dont own NMG but its a good income stock
You could give me a spot on your website i would write for you.




AND on KQ, oil at $100/barrel... wow, hmm probably not soon. The unrest in Egypt will be settled soon, I think, and I dont see any major dominoes effect to the rest of the middle east. In fact, we will be seeing a downward trend in crude prices. What strikes/law suits for KQ?

Cheers!
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the deal
#9 Posted : Tuesday, February 08, 2011 9:27:52 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Investragy wrote:
the deal wrote:
@investragy eish what name...lol..On matters KQ...oil at 100$/barrel aint the same as oil at 84$/barrel...i see lawsuits on the way too...strikes etc...too much risk i say but still a good counter...my foray into SGL is informed by
1. Increased dividend 2. Probably a bonus on the cards 3. Regional expansion 4. Their diversifying their earnings base i.e Radio Maisha 5. Economy on a growth trajectory and Price wars. I dont own NMG but its a good income stock
You could give me a spot on your website i would write for you.



I see you know how to sell yourself... lol! INVESTRAGY is a fantastic name my friend, if you frequent the site, you will soon get used to the name. Anyway, hmmm increased dividend potential?...their outlook on a final 2010 dividend was not solid enough, it sounded week and I am less optimistic given their cash position and the aggressive growth plans they have undertaken, but we will see!

Otherwise, I think SGL is a good LONG term buy. Isnt there a cut off date to be eligible for the dividend? Hurry up and buy.... and HOLD! Remember good returns in stock investment is realized long term... smile

As for becoming an Investragy team member, we are definitely going to be taking in talent within the next few months. We are trying a different strategy for Kenyan market and definitely looking to expand aggressively. Our approach is one that is less on verbiage but heavy on fundamentals.

Hit us up at admin@investragy.com

Laughing out loudly Laughing out loudly Laughing out loudly well the time to get in is now...by the time they announce it will be too late...i dont like chasing stocks...i rather be in when others are chasing the bus...i will hit you up...im a contrarian investor i buy the neglected but with potential and wait for them to come into play.
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the deal
#10 Posted : Tuesday, February 08, 2011 9:32:12 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Investragy wrote:
the deal wrote:
@investragy eish what name...lol..On matters KQ...oil at 100$/barrel aint the same as oil at 84$/barrel...i see lawsuits on the way too...strikes etc...too much risk i say but still a good counter...my foray into SGL is informed by
1. Increased dividend 2. Probably a bonus on the cards 3. Regional expansion 4. Their diversifying their earnings base i.e Radio Maisha 5. Economy on a growth trajectory and Price wars. I dont own NMG but its a good income stock
You could give me a spot on your website i would write for you.




AND on KQ, oil at $100/barrel... wow, hmm probably not soon. The unrest in Egypt will be settled soon, I think, and I dont see any major dominoes effect to the rest of the middle east. In fact, we will be seeing a downward trend in crude prices. What strikes/law suits for KQ?

Cheers!


The strike remains unsolved..Naikuni is just pushing the issue aside...lawsuits from the likes of Fly540 apparently KQ is practising unfair competition on the Mombasa route...well lets see if oil goes back to 74$/barrel...smile
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