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youcan'tstopusnow		#21 Posted : Saturday, February 19, 2011 5:34:16 PM
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa		the deal wrote: its better to speculate on Access Kenya than Mumias Sugar. What makes you say that? The prospect of a takeover? Mumias has the prospects of acquisitions GOD BLESS YOUR LIFE
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youcan'tstopusnow		#22 Posted : Saturday, February 19, 2011 5:36:23 PM
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa		guru, I thought Mumias had loads of cash. Why now all the talk about loans and rights issues? GOD BLESS YOUR LIFE
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VituVingiSana		#23 Posted : Saturday, February 19, 2011 7:57:46 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,215 Location: Nairobi		If Mumias plans to execute TARDA + buy a Miller in Western/Nyanza... it might need more cash... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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Gordon Gekko		#24 Posted : Saturday, February 19, 2011 8:15:29 PM
Rank: Elder Joined: 5/27/2008 Posts: 3,760		I'm not too excited about the TARDA deal as it doesn't exploit economies of scale brought about by exploiting existing capacity in Mumias as they be building a fresh plant in Tana. That will call for serious cash. btw have land issues been resolved or will this be a banana skin?
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Aguytrying		#25 Posted : Saturday, February 19, 2011 8:43:02 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		Im going to speculate on a company without dark clouds looming over it. Kk. Im also in long term with other kk shares, but at 9.00. I can excute a perfect speculative play.by the time it gets back to 10-10.20 im out. The investor's chief problem - and even his worst enemy - is likely to be himself
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VituVingiSana		#26 Posted : Saturday, February 19, 2011 8:48:51 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,215 Location: Nairobi		Gordon Gekko wrote: I'm not too excited about the TARDA deal as it doesn't exploit economies of scale brought about by exploiting existing capacity in Mumias as they be building a fresh plant in Tana. That will call for serious cash. btw have land issues been resolved or will this be a banana skin? Banana skins [not just one skin] Need to establish a new farm/s & a new factory [much more efficient than current plant] Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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the deal		#27 Posted : Saturday, February 19, 2011 9:42:19 PM
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery		@YCSUN have you realised that AK is making losses due to other factors such as Foreign exchange losses..they have a healthy turnover.
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