Wazua
»
Investor
»
Stocks
»
Agriculture Stocks - Moto Moto
Rank: Veteran Joined: 3/12/2010 Posts: 1,199 Location: Eastlander
|
newfarer wrote:
Kakuzi: [color=green]VWAP = 39.75 (+7.43%) on 27.10.2010 87.5
125% increase in 10 months
Kakuzi Must ve doing very well .
VVS you are a genious
pliz note the bulk of "125%" happened within a span of 5 weeks between 4th Feb and March 10th..actually 100%..from 34 to 78 also note it was within that period that full year results of Kakuzi were anticipated to be released for year ending Dec 2009.. subsequently the results confirmed the stock had been previously very much under valued.. since that time the stock has oscillated between 78-90 range.. and is likely to remain at this range until same time cycle next year..i.e. Feb-March 2011.. same arguments goes for most stocks.. 6 week window around corporate announcements the prices either rocket or slump... case in point..Stanchart, DTK, NIC, Coop blah blah blah.. ..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
|
|
|
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
|
I say hold this suckers for SPECULATIVE purpose only...reason being their Low PE's...the bubble is on it's way...this will be followed by the property bubble...
|
|
|
Rank: Veteran Joined: 6/17/2009 Posts: 1,619
|
the deal wrote:I say hold this suckers for SPECULATIVE purpose only...reason being their Low PE's...the bubble is on it's way...this will be followed by the property bubble... @the deal,i do remember you on another thread,....some shareholders and bloodied noses.Who is laughing now?.Let us talk Williamson 45 days from now.
|
|
|
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
|
cnn wrote:the deal wrote:I say hold this suckers for SPECULATIVE purpose only...reason being their Low PE's...the bubble is on it's way...this will be followed by the property bubble... @the deal,i do remember you on another thread,....some shareholders and bloodied noses.Who is laughing now?.Let us talk Williamson 45 days from now.  errr WTK are they going to pay a dividend? if not prepare for the wrath of irate shareholders..errr u reffering to KK well u can't have it all...although profit takers might let me in if i'm interested...
|
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
the deal wrote:cnn wrote:the deal wrote:I say hold this suckers for SPECULATIVE purpose only...reason being their Low PE's...the bubble is on it's way...this will be followed by the property bubble... @the deal,i do remember you on another thread,....some shareholders and bloodied noses.Who is laughing now?.Let us talk Williamson 45 days from now. errr WTK are they going to pay a dividend? if not prepare for the wrath of irate shareholders..errr u reffering to KK well u can't have it all...although profit takers might let me in if i'm interested... @the deal I'm also stocking up on KK if it falls back below 10bob and i advise everyone to do the same.... do you know what will happen if the FED in the US announces a $800billion-$1 trillion stimulus package???? The dollar collapses, oil spikes and KK laughs all the way to the bank.... Though this scenario would be terrible for Kakuzi....   Mark 12:29
Deuteronomy 4:16
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
|
atwoli is conning the Tea Pickers http://www.nation.co.ke/.../-/6c64mdz/-/index.html
The fact is that Firms need to be more efficient to counter competition. Kenya's tea faces threats from other producers & the plantations need to be more efficient. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
|
Interesting strategy the firms are using to counter the strikes i.e. evictions and disconnection of water and electricity supply GOD BLESS YOUR LIFE
|
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
I tried to get in to Kakuzi today but failed... Sorry to anyone planning to get in because starting tomorrow i'm bidding up the price above 90 Mark 12:29
Deuteronomy 4:16
|
|
|
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
|
guru, I thought you got enough between 82-85? While you're at it, could you be a darling and bid up KCB, DTB, NIC, Sasini,etc too  GOD BLESS YOUR LIFE
|
|
|
Rank: New-farer Joined: 10/28/2010 Posts: 11 Location: Liechtenstein
|
[quote=VituVingiSana]On 24 Feb 2010...
Highest Gainers: (agricultural/plantations list deleted)
There is definitely something going on here...[/quote
@vvs, Do you truely want to tell us YOU cannot figure out what is going on here ... it's such a simple analysis that I'll let you figure it out ALL by yourself ... you have a great starting point that these are plantations ;)
PM
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
|
pkmm wrote:[quote=VituVingiSana]On 24 Feb 2010...
Highest Gainers: (agricultural/plantations list deleted)
There is definitely something going on here...[/quote
@vvs, Do you truely want to tell us YOU cannot figure out what is going on here ... it's such a simple analysis that I'll let you figure it out ALL by yourself ... you have a great starting point that these are plantations ;)
PM The comments are from FEB 2010... when the rally had just started... Since then I have bought into Kakuzi, Williamson, Kapchorua... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: New-farer Joined: 10/28/2010 Posts: 11 Location: Liechtenstein
|
VituVingiSana wrote:[quote=pkmm][quote=VituVingiSana]On 24 Feb 2010...
The comments are from FEB 2010... when the rally had just started...
Since then I have bought into Kakuzi, Williamson, Kapchorua... YOU got it! the issue here is LAND VALUE, more so, those plantations within nrb/large metros, the land is more valuable than the crop ... Where is hon Orengo when we need him ... land speculation getting out of control. This is he best n cheapest way to own land IMO BTW VVS, did you know Kapchorua is wholly owned by Williamson ... Question? what change if any with these plantations in regards to Counties?
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
|
pkmm wrote:VituVingiSana wrote:[quote=pkmm][quote=VituVingiSana]On 24 Feb 2010...
The comments are from FEB 2010... when the rally had just started...
Since then I have bought into Kakuzi, Williamson, Kapchorua... YOU got it! the issue here is LAND VALUE, more so, those plantations within nrb/large metros, the land is more valuable than the crop ... Where is hon Orengo when we need him ... land speculation getting out of control. This is he best n cheapest way to own land IMO BTW VVS, did you know Kapchorua is wholly owned by Williamson ... Question? what change if any with these plantations in regards to Counties? 1) Let those who want to speculate do so... As long as it is not illegal! What's your problem here? This is not illegally grabbed land. 2) Kapchorua is not 100% owned by Williamson. Where do you get your info? 3) None of the plantations (listed firms) are within Nairobi. The closest would be Eagaads but that is in Kiambu/Ruiru. 4) I did not buy into these for land. That is a side benefit. I bought into them for the Tea. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
VituVingiSana wrote:
2) Kapchorua is not 100% owned by Williamson. Where do you get your info?
@VVS I agree with @pkmm I am of the opinion that Kapchorua is 100% owned by williamson so there is no point of owning the both of them Mark 12:29
Deuteronomy 4:16
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
|
guru267 wrote:VituVingiSana wrote:
2) Kapchorua is not 100% owned by Williamson. Where do you get your info?
@VVS I agree with @pkmm I am of the opinion that Kapchorua is 100% owned by williamson so there is no point of owning the both of them Facts not opinions matter in such a case... This is not subjective but objective... If you can provide proof that Williamson owns 100% of Kapchorua... I will eat my hat! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Veteran Joined: 6/17/2009 Posts: 1,619
|
guru267 wrote:VituVingiSana wrote:
2) Kapchorua is not 100% owned by Williamson. Where do you get your info?
@VVS I agree with @pkmm I am of the opinion that Kapchorua is 100% owned by williamson so there is no point of owning the both of them @guru,would you buy Kapchorua shares today if you wished?. Would Williamson still own 100% of Kapchorua then?.
|
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
cnn wrote:guru267 wrote:VituVingiSana wrote:
2) Kapchorua is not 100% owned by Williamson. Where do you get your info?
@VVS I agree with @pkmm I am of the opinion that Kapchorua is 100% owned by williamson so there is no point of owning the both of them @guru,would you buy Kapchorua shares today if you wished?. Would Williamson still own 100% of Kapchorua then?. @cnn thats some nice logic right there I dont know what I was thinkin  But williamson does own a controlling stake in Kapchorua.. Anyone care to argue with that??? Mark 12:29
Deuteronomy 4:16
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
|
guru267 wrote:cnn wrote:guru267 wrote:VituVingiSana wrote:
2) Kapchorua is not 100% owned by Williamson. Where do you get your info?
@VVS I agree with @pkmm I am of the opinion that Kapchorua is 100% owned by williamson so there is no point of owning the both of them @guru,would you buy Kapchorua shares today if you wished?. Would Williamson still own 100% of Kapchorua then?. @cnn thats some nice logic right there I dont know what I was thinkin But williamson does own a controlling stake in Kapchorua.. Anyone care to argue with that? WTK owns 36% of Kapchorua directly. Perhaps more indirectly. So yes, WTK controls Kapchorua but that wasn't the original statement/assertion... I own Kapchorua shares so I knew it was not 100%... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Veteran Joined: 6/17/2009 Posts: 1,619
|
@guru,by 31st March 2010 WTK owned 39.56% of Kapchorua.
|
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
VituVingiSana wrote:
I own Kapchorua shares so I knew it was not 100%...
It was really daft of me to think that!!!! i think it was early morning blues... Mark 12:29
Deuteronomy 4:16
|
|
|
Wazua
»
Investor
»
Stocks
»
Agriculture Stocks - Moto Moto
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|