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TPS Serena is taking off

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youcan'tstopusnow		#11 Posted : Friday, October 01, 2010 5:05:26 PM
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa		Sureall, I actually already sold the KK I picked up at 9 for around 7.5% gain after commissions. Not bad for a 2 week job. I've never really looked at TPS. Will look at it over the weekend. I might dabble. What price do you see it in Dec? So you had KK at 45? Brilliant move. VVS share more about your reservations on TPS please. GOD BLESS YOUR LIFE
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VituVingiSana		#12 Posted : Saturday, October 02, 2010 1:55:39 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi		Surealligator wrote: You made me grab 50,000KK shares at 10 something and it has not behaved very well. Anyway, hope by year end things will change but you owe me a beer. We were in dubs and segman looked pretty old to me. He claimed he was being cornered and I thought he might it. Here comes Muite and he seems to have carried the magic ward. I should be meeting him in late Oct at Park Place. But he seems uncertain of the deal holding for long as KK is on the receiving end. What's your take. I can't make out half of what you are saying! 1) Dubs? [Dublin?] 2) Who are meeting at Park Place (in London?) in Oct? Muite or Segman? 3) Segman should be in his mid-late 50s. I think. 4) I think there is NO proper deal in place between KK & KPRL. The recent OTS moves worry me. They give excessive power to MoE who as you know I do not trust! Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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VituVingiSana		#13 Posted : Saturday, October 02, 2010 2:03:44 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi		@youcant I like Aga Khan firms! I have NEVER lost money on any Aga Khan IPOs or Rights! NMG, DTBK, Jubilee, TPSEA... I like Serena. Best hotel group. Forget Serena hotels in Kenya... best I have been to is Kampala Serena! BEAUTIFUL... Next time I will try to stay at Serena's resort in Entebbe... Anyway, I like Serena but I wanna flip into KK, KQ, Unga... I believe I have done my research & I see (more) value in the 3 despite the current woes! KQ - Strike threat but Africa growth is better than most of the world. Best margins are in Africa. KK - This is a 3-year hold but I see 100% profit in it i.e. I expect 10/- capital gains + dividends in 3 years. Unga - It is ripe for a buyout. The ndegwas control it & I have a strong feeling they keep Unga running for the Real Estate not the business! BTW, Unga expects a better 2011 especially in Uganda. Stated NAV is 31/- so a price even close to that in 3 years is 100% gain! Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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VituVingiSana		#14 Posted : Saturday, October 02, 2010 2:24:17 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi		I aim for a 30% annual gain. So in 3 years = 100%. Ceteris Paribus. Quote this in 3 years (20 Sep 2010) if Wazua & I are around! KK: 1 Oct 2010 = 10/- but 20/- is a given with regional expansion. Also owns decent real estate in many fast growing African countries. KQ: 1 Oct 2010 = 47/- & 94/- is a strong possibility as expansion into Africa takes hold. KQ has started linking China, India & Middle East into Africa. These 4 regions are the fastest growing regions... China's growth is legendary. There will be setbacks but mere bumps in the road. India has its challenged. Unlike China's state sponsored growth this is bumpier but solid (& robust) private sector growth. Look at Bharti Airtel & YU-Essar both in Kenya & Africa. Tata trucks are a common sight in Zambia & Uganda. 'Middle East' is an investor. Kuwait, Qatar, Abu Dhabi all want to diversify from Europe & USA... and Africa is next door. Dubai to Nairobi is 4 hours. Africa: Problems, Wars, Coups, etc... BUT the potential is here. Unlike massive China or India, it is fragmented. A pity! Nevertheless, look at amazing Mauritius, Botswana or Rwanda. They have stable governments. Mauritius & Botswana have almost ZERO corruption with strong democracies & weak armies! Rwanda under Kagame is doing very well. Kenya will see a huge boost when S.Sudan secedes. Just a matter of time. Uganda's oil money will trickle into Kenya as well. Tanzania is a sleeping giant. Well, when they want to work! Congo & Algeria have resources up the wazoo. KQ serves them all... N'dola to Nairobi to Dubai Accra to Nairobi to India Lagos to Nairobi to China Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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guru267		#15 Posted : Saturday, October 02, 2010 8:58:53 AM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		I own a huge chunk of TPSEA and took up all my rights which are already seeing 30% capital gains.... And How did i do this?? By putting a huge past of my cash in jubilee... @VVS about unga the NAV has been above 20 for about 3 years but the share price has never come close to that so why do you think the next 3 years will be different??? Mark 12:29 Deuteronomy 4:16
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VituVingiSana		#16 Posted : Saturday, October 02, 2010 9:10:45 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi		@guru I am going to be an activist shareholder! I noticed the ndegwas are pushing for a REIT through ICEA so the next step is to find assets to put into the REIT... Unga has lots of properties which can be 'bought' by the REIT... I am banking on the property assets NOT the business of milling... That said, there is huge 'brand value' to Unga's brands... which they can sell off! Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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guru267		#17 Posted : Saturday, October 02, 2010 9:32:08 AM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		VituVingiSana wrote: @guru I am going to be an activist shareholder! I noticed the ndegwas are pushing for a REIT through ICEA so the next step is to find assets to put into the REIT... Unga has lots of properties which can be 'bought' by the REIT... I am banking on the property assets NOT the business of milling... That said, there is huge 'brand value' to Unga's brands... which they can sell off! So your basically saying that your banking on a buyer swooping in and acquiring unga at NAV?? Wouldn't kakuzi be a better play for this goal knowing How their assets are currently valued??? I think thats a really tall order at the moment so i hope your doing some risk management.... Mark 12:29 Deuteronomy 4:16
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VituVingiSana		#18 Posted : Saturday, October 02, 2010 10:42:58 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi		guru267 wrote: VituVingiSana wrote: @guru I am going to be an activist shareholder! I noticed the ndegwas are pushing for a REIT through ICEA so the next step is to find assets to put into the REIT... Unga has lots of properties which can be 'bought' by the REIT... I am banking on the property assets NOT the business of milling... That said, there is huge 'brand value' to Unga's brands... which they can sell off! So your basically saying that your banking on a buyer swooping in and acquiring unga at NAV?? Wouldn't kakuzi be a better play for this goal knowing How their assets are currently valued??? I think thats a really tall order at the moment so i hope your doing some risk management.... I like Kakuzi but they are in a different boat... Agricultural land is harder to 'transfer' sell vs Industrial land... With the 'new' constitution & the 999 year leases coming up for 'conversion' to 99 years... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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sparkly		#19 Posted : Saturday, October 02, 2010 4:58:39 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		This thread has been hijacked, nkt nkt. Anyway i think tps is a good one. I have a few shares that i intend to increase gradually, i will not attempt to time the market. Life is short. Live passionately.
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Gordon Gekko		#20 Posted : Thursday, July 14, 2011 2:23:14 PM
Rank: Elder Joined: 5/27/2008 Posts: 3,760		More fuel for take off... http://www.businessdaily...30/-/2tc4rk/-/index.html
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