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Kakuzi will be so rewarding by march
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mwanahisa
#21 Posted : Tuesday, November 16, 2010 1:02:03 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
the deal wrote:
Only 500 traded thus far...that must be tribe wazua...


Demand (which is NOT heavy) on the board is at a much lower level, so I would not read too much in today's price gain of 7.78%.

We have to see sustained deals at 90 or unfilled demand, for it to be convincing.
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guru267
#22 Posted : Tuesday, November 16, 2010 1:14:26 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
mwanahisa wrote:
Methinks the jump in the Kakuzi share price was precipitated by the meteoric rise in Eaagads. With the Eaagads story having died a natural death, Kakuzi is also slowly coming down to earth.
I however doubt whether it will go up as much as has been touted on this forum as it is already trading near its all time high.


@mwananhisa you've got everything wrong on Kakuzi... Just because it rose at the same time as eaagads does not mean it rose for the same reason... I know for a fact as an investor who has been buying heavily that I havent bought kakuzi for its undervalued land

Tea has been doing extremely well both in supply and price amidst a weakening shilling.. All this will boost their profits and then there is also the pressure on the tea companies to improve their dividend payout... This is the reason I bought and still buying

Its undervalued land is just an added advantage whose value will only be realized if they convert the use of the land
Mark 12:29
Deuteronomy 4:16
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mwanahisa
#23 Posted : Tuesday, November 16, 2010 1:22:44 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
guru267 wrote:
mwanahisa wrote:
Methinks the jump in the Kakuzi share price was precipitated by the meteoric rise in Eaagads. With the Eaagads story having died a natural death, Kakuzi is also slowly coming down to earth.
I however doubt whether it will go up as much as has been touted on this forum as it is already trading near its all time high.


@mwananhisa you've got everything wrong on Kakuzi...


I disagree with you that I have got everything wrong on Kakuzi, but that is the beauty of this forum. It allows us to debate.

If you are buying Kakuzi for the profits from Tea, you are better off buying WTK (which I hold). It is much more profitable and has altogether better metrics i.e. lower PE, lower PBV, higher NBV and higher Dividend Yield.
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VituVingiSana
#24 Posted : Tuesday, November 16, 2010 1:39:12 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
I have Williamson for the Tea... & Kakuzi for the Land + the earnings from Tea, Avocadoes, etc is just icing on the cake!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#25 Posted : Tuesday, November 16, 2010 1:49:03 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
mwanahisa wrote:

If you are buying Kakuzi for the profits from Tea, you are better off buying WTK (which I hold). It is much more profitable and has altogether better metrics i.e. lower PE, lower PBV, higher NBV and higher Dividend Yield.


See I know kapchorua and williamson do have better metrics on the tea earnings but there are two reasons I did not choose them.

1. williamson and kapchorua are not on the main segment so its hard to mobilize cash for them.
2. Kakuzi's land is WAY more valuable by virtue of its location and its a bit more diversified in its earnings.

Mark 12:29
Deuteronomy 4:16
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mwanahisa
#26 Posted : Tuesday, November 16, 2010 2:22:32 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
guru267 wrote:
mwanahisa wrote:

If you are buying Kakuzi for the profits from Tea, you are better off buying WTK (which I hold). It is much more profitable and has altogether better metrics i.e. lower PE, lower PBV, higher NBV and higher Dividend Yield.


See I know kapchorua and williamson do have better metrics on the tea earnings but there are two reasons I did not choose them.

1. williamson and kapchorua are not on the main segment so its hard to mobilize cash for them.
2. Kakuzi's land is WAY more valuable by virtue of its location and its a bit more diversified in its earnings.



At least we are agreed on the fact that WTK and Kapchorua have better metrics than Kakuzi. I also agree about Kakuzi's earnings being more diversified. We could make an even better case on that for Sasini.

Now, about Kakuzi's land being much more valuable..

1. How much Land does Kakuzi have at Nandi Hills and how much does it have in Makuyu?
2. What are their values?

I have a few issues on those two questions which will give us a better picture on the next part of our discussion.
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Wondergirl
#27 Posted : Tuesday, November 16, 2010 2:24:54 PM
Rank: Member

Joined: 9/12/2009
Posts: 312
VituVingiSana wrote:
I have Williamson for the Tea... & Kakuzi for the Land + the earnings from Tea, Avocadoes, etc is just icing on the cake!

@ very many things,
I'm I too late to board Kakuzi bandwagon???Sad
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The Merchant
#28 Posted : Tuesday, November 16, 2010 2:30:30 PM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
guru267 wrote:
mwanahisa wrote:

If you are buying Kakuzi for the profits from Tea, you are better off buying WTK (which I hold). It is much more profitable and has altogether better metrics i.e. lower PE, lower PBV, higher NBV and higher Dividend Yield.


See I know kapchorua and williamson do have better metrics on the tea earnings but there are two reasons I did not choose them.

1. williamson and kapchorua are not on the main segment so its hard to mobilize cash for them.
2. Kakuzi's land is WAY more valuable by virtue of its location and its a bit more diversified in its earnings.


My sentiments exactly...Applause
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mwanahisa
#29 Posted : Tuesday, November 16, 2010 2:36:52 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
@The Merchant. Are you in a position to answer my questions in post 26?
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mwanahisa
#30 Posted : Tuesday, November 16, 2010 2:52:37 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
Sufficiently Philanga....thropic wrote:
Also to note is that Ally Khan has huge interests in Agricultural stocks and a heavy investor here so he has enormous influence on the direction Kakuzi, Eaagads, Sasini, Kapchutia, Williamson Tea take!


Interestingly, Kakuzi is the only listed Agricultural firm where Aly-Khan Satchu did not appear among the top 10 shareholders as at 31.12.2009, for better or worse.
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