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UNGA anyone?
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VituVingiSana
#521 Posted : Tuesday, September 28, 2010 11:02:06 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
Putting my money where my mouth is... Bought more Unga today!

The discount to NAV is too good to resist!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#522 Posted : Tuesday, September 28, 2010 11:08:48 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
Putting my money where my mouth is... Bought more Unga today!

The discount to NAV is too good to resist!

I hope you get sow fruits on thursday and not just the seeds
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#523 Posted : Tuesday, September 28, 2010 11:46:47 PM
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Joined: 1/3/2007
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Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
Putting my money where my mouth is... Bought more Unga today!

The discount to NAV is too good to resist!

I hope you get sow fruits on thursday and not just the seeds
IMHO, I am OK with holding the shares longer as well. Kenyans are becoming urbanised & Unga's brands remain popular in Kenya's cities among the socioeconomic middle-class & upper-class.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Wa_ithaka
#524 Posted : Wednesday, September 29, 2010 1:17:30 PM
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Joined: 1/7/2010
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Location: nbi
VVS- the time to have bought Unga was sub-12
The Governor of Nyeri - 2017
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VituVingiSana
#525 Posted : Wednesday, September 29, 2010 1:40:59 PM
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Location: Nairobi
Wa_ithaka wrote:
VVS- the time to have bought Unga was sub-12
Always better to buy them cheaper, no?

Current price is 12.50 but it is 'fake' in that only 200 shares traded. There is a single seller/ask at 14/-...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Magnetic Touch
#526 Posted : Wednesday, September 29, 2010 2:04:36 PM
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Joined: 12/31/2008
Posts: 90
THIS IS A STRANGE COUNTER.
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FundamentAli
#527 Posted : Wednesday, September 29, 2010 2:09:26 PM
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A very strange one indeed. Profit hardly get to 1% of turnover yet the business runs itself without loans
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alikujia
#528 Posted : Wednesday, September 29, 2010 2:29:48 PM
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Joined: 5/27/2010
Posts: 324
Location: nrb
FundamentAli wrote:
A very strange one indeed. Profit hardly get to 1% of turnover yet the business runs itself without loans

mmm, is it repatriated somewhere? maybe some firms just find it hard to justify delisting.
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Jamani
#529 Posted : Wednesday, September 29, 2010 2:38:09 PM
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alikujia wrote:
FundamentAli wrote:
A very strange one indeed. Profit hardly get to 1% of turnover yet the business runs itself without loans

mmm, is it repatriated somewhere? maybe some firms just find it hard to justify delisting.


are you saying iko creative accounting?
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the deal
#530 Posted : Wednesday, September 29, 2010 3:37:15 PM
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Joined: 9/25/2009
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Location: Windhoek/Nairobbery
Once gain dont invest in a business if u dont know how it operates...
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Aguytrying
#531 Posted : Wednesday, September 29, 2010 7:54:38 PM
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Joined: 7/11/2010
Posts: 5,040
Magnetic Touch wrote:
THIS IS A STRANGE COUNTER.

Very strange. Its the kind of counter when it drops, you dont worry (unless there are results)
The investor's chief problem - and even his worst enemy - is likely to be himself
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Gatheuzi
#532 Posted : Wednesday, September 29, 2010 8:24:06 PM
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Joined: 8/16/2009
Posts: 994
Today it was not that bad for Sembe. Closed as 13.95.
Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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VituVingiSana
#533 Posted : Wednesday, September 29, 2010 9:18:21 PM
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Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
Jamani wrote:
alikujia wrote:
FundamentAli wrote:
A very strange one indeed. Profit hardly get to 1% of turnover yet the business runs itself without loans

mmm, is it repatriated somewhere? maybe some firms just find it hard to justify delisting.


are you saying iko creative accounting?
The food business has low margins to begin with then high fixed costs... thus the need to push volumes!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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qw25041985
#534 Posted : Wednesday, September 29, 2010 10:03:27 PM
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Joined: 5/9/2010
Posts: 1,418
Location: Nai
So kesho we wait 4 confirmation 4 disaster. The stock cnt even rally a day before the FULL YEAR results and some are expecting better than anticipatd results. Some of u shld b in a mental hospital for serious brain check up ,coz that is total madness. !!!
Your future depends on your dreams so go to sleep !
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sparkly
#535 Posted : Wednesday, September 29, 2010 11:44:24 PM
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Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
This counter has no insiders? Someone update us. Iko nini
Life is short. Live passionately.
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guru267
#536 Posted : Thursday, September 30, 2010 1:20:19 AM
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Joined: 1/21/2010
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qw25041985 wrote:
So kesho we wait 4 confirmation 4 disaster. The stock cnt even rally a day before the FULL YEAR results and some are expecting better than anticipatd results. Some of u shld b in a mental hospital for serious brain check up ,coz that is total madness. !!!

@qw... Please wait for the results before laughing at us.... Thanx
Mark 12:29
Deuteronomy 4:16
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mwanahisa
#537 Posted : Thursday, September 30, 2010 7:42:07 AM
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Joined: 6/2/2008
Posts: 1,438
qw25041985 #70 Posted : Wednesday, September 15, 2010 6:39:38 PM
Rank: VeteranJoined: 5/9/2010Posts: 891Location: Nai I am also bullish on ugali . I like the way supply is coming up at 14.50 and getting taken up . ¥ € $ , i am rich.


QW - Do you recognise this post no. 70 dated just over two weeks ago. This is from the post titled - "Industrial Stocks to drive the NSE to 5000 points"

Hey man try and be consistent.
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VituVingiSana
#538 Posted : Thursday, September 30, 2010 8:23:08 AM
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mwanahisa wrote:
qw25041985 #70 Posted : Wednesday, September 15, 2010 6:39:38 PM
Rank: VeteranJoined: 5/9/2010Posts: 891Location: Nai I am also bullish on ugali . I like the way supply is coming up at 14.50 and getting taken up . ¥ € $ , i am rich.


QW - Do you recognise this post no. 70 dated just over two weeks ago. This is from the post titled - "Industrial Stocks to drive the NSE to 5000 points"

Hey man try and be consistent.
Laughing out loudly Applause Applause d'oh! d'oh! Liar Liar Shame on you Shame on you
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Kaffir
#539 Posted : Thursday, September 30, 2010 8:34:14 AM
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Joined: 5/8/2008
Posts: 77
Results in DN (page 32). EPS up to 1.82kshs, from 1.55kshs. 29% increase in PAT, largely due to unrealized foreign exchange losses. Dividend of 0.5kshs
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mwanahisa
#540 Posted : Thursday, September 30, 2010 9:03:24 AM
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Joined: 6/2/2008
Posts: 1,438
mwanahisa wrote:
Unga will release results on Sept 30th. I still anticipate a good EPS in the range of Kshs 2.50 and I hope for a dividend of Kshs 0.50. This is just my deduction so do NOT take this to the Bank.

Since most players here apparently feel that this would not be good enough, I look forward to buying it when these results "dissapoint" - Kshs 11.00 to 12.00 would be my bet on the price based on the sentiments expressed here. Get ready to sell.


So results are out today as expected. I must say the EPS has come in significantly lower than I had anticipated, but I correctly predicted the level of dividend.

Unga is now officially a dividend paying stock so I would expect a bit of rerating in investor perceptions on the counter. But with expectations of an even higher dividend and/or bonus, I am sure that there will be any price spike. At least not for now.

I am still a buyer, so if it comes down to my price, I will add. I am a long termer on this one. Unga has taken one small step, I expect bigger ones in future!
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