Wazua
»
Investor
»
Stocks
»
Kakuzi will be so rewarding by march
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.
|
|
|
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
|
|
|
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.
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,124 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
|
|
|
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
|
|
|
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.
|
|
|
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??? 
|
|
|
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... 
|
|
|
Rank: Elder Joined: 6/2/2008 Posts: 1,438
|
@The Merchant. Are you in a position to answer my questions in post 26?
|
|
|
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.
|
|
|
Rank: Member Joined: 11/19/2009 Posts: 3,142
|
mwanahisa wrote:Methinks the jump in the Kakuzi share price was precipitated by the meteoric rise in Eaagads.
It is interesting to note that the two threads on Eaagads and Kakuzi were both started by Sure Alligator. Mwnanahisa, is there a possibility that sure alligator is actually satchu aly khan?
|
|
|
Rank: Veteran Joined: 3/12/2010 Posts: 1,199 Location: Eastlander
|
Paul Kukubo wrote:Mwnanahisa, is there a possibility that sure alligator is actually satchu aly khan?
Don't be absurd! ..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: 6/2/2008 Posts: 1,438
|
Paul Kukubo wrote:Mwnanahisa, is there a possibility that sure alligator is actually satchu aly khan?
Extremely unlikely or should I say impossible. For starters, AKS is able to deal with the big Kahunas themselves. He would not start a blog based on conversations that he held with the Operations Manager at a farm. He would most likely have spoken to the CEO or quite possibly, Carmelia PLC the ultimate holding company for Kakuzi. And 10,000 Kakuzi shares (with all due respect to Sure Alligator) is small potatoes to AKS.
|
|
|
Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
|
Maybe we can scoop up more of this stock at current prices? Hmmmm...
|
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
The Merchant wrote:Maybe we can scoop up more of this stock at current prices? Hmmmm... I've been accumulating slowly by slowly at the 82-83 level ever since the profit takers returned... I can't wait for 2011 Mark 12:29
Deuteronomy 4:16
|
|
|
Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
|
Guys. If this stock was undervalued before I wonder what you can call it at current prices. The profit takers have thrown the price to the floor I tell you. We are living in interesting times!!
|
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
The Merchant wrote:Guys. If this stock was undervalued before I wonder what you can call it at current prices. The profit takers have thrown the price to the floor I tell you. We are living in interesting times!! I can tell you I'm one of them profit takers... I've been off loading some of my shares to reduce risk per day at 87-88.5 but its pretty hard to find buyers for kakuzi in this dreadful month of Dec... Mark 12:29
Deuteronomy 4:16
|
|
|
Rank: Veteran Joined: 6/17/2009 Posts: 1,619
|
@guru,you buy at 82-83 and sell at 87-88.5? .You must love your profits lean.And is it already 2011?
|
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
cnn wrote:@guru,you buy at 82-83 and sell at 87-88.5? .You must love your profits lean.And is it already 2011? I'm selling only half of them because I had urgent use for it(KPLC RIGHTS)...  I will still reap BIG with the other half I'm holding in 2011... Mark 12:29
Deuteronomy 4:16
|
|
|
Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
|
Got in pretty high I must say. Averaging about 90! Oh well, I guess UI have to wait till you guys finish mopping up your gains then I can make a return....
|
|
|
Wazua
»
Investor
»
Stocks
»
Kakuzi will be so rewarding by march
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.
|