Aki VVS!
With punchlines like this, VVS should be on the rap battle scene

@the deal - I enjoy pulling your leg but do NOT listen to the nay-sayers. Even if you do not succeed this time round... the experience is invaluable!

Let me tell ya... I was offered a job by a 'famous' CEO coz I pitched an idea he liked. I didn't take coz I was in the middle of my own ventures BUT when we meet, he remembers me...

My point is many people visit Wazua - one of them could be an Asset Manager or Portfolio Manager who likes what they see...

I was busy today...its that time when I have to leave Kenya for a while...so just putting everything in place.

Great report elder the deal. With the huge volumes at Equity Bank counter, it honestly requires a close watch.

AKS had the following report about Equity Bank.

Daily Equity Report: 05-07-2011 NSE down to 3 month low lead by Motor Stocks
The NSE20 lost 24 points or 0.61% to close at 3938, which is a 3 month low. The bourse is reeling from high interest rates and inflation. The inflation figure climbed to 15% in June, in the other news Transcentury will list by way of introduction on the 14th of July on the Alternative market segment of the Nairobi stock exchange at Sh 50 per share. On the forex front the Shilling snapped its 5 day rally to close at 88.75.

Entire report here http://contrarianinvesti...05-07-2011-nse-down.html

just telling it the way it is...Mr KCB.

Sorry to interrupt your little bRo-mance but do allow me to make a suggestion...

@The deal,
My broker, (who I undoubtedly share with other members of this website) sends daily, weekly and monthly research notes (for free/ "soft dollars") that I am then able to trade (within my network) for proprietary research from other research houses ...

So unless you'll be sharing material non-public information..... or have some very profitable (ex ante)exclusive insights/ideas....well you can see why one would not be sufficiently motivated to pay for anything else/less..... especially when they can get it for free.


HOWEVER, to quote VVS:



1. This could very well be true..

2. Tack on Sophisticated investors/HNWIs/ KIDs (Kenyans In the Diaspora ...lol)

3. Who understand the concept, benefits and value of portfolio/country diversification...

4. And would be interested to hear what investment opportunities lie outside our borders....say down-south (Angola, Botswana, Namibia, South Africa, Zimbabwe etc) ...but lack sufficient/ reliable information on the same...

5. Where you may have some comparative advantage ....by virtue of your contacts in and close ties to Namibia ....

6. And can hopefully leverage this into producing well researched and detailed reports on, say, Namibia Breweries, SAB Miller, Anglo Gold Ashanti etc...... a.w.a currency and inflation outlook ...info on best/reliable brokers in the region... regulations and transaction costs etc....

7. My belief is one would be happy to pay for that kind of research ... including, perhaps, aforementioned asset/portfolio managers

8. Which = $$$$$$$$$

9. My KES 0.02


Check out what @Young did with Ghana:
http://www.wazua.co.ke/f...aspx?g=posts&t=6779 [BEST]
http://www.wazua.co.ke/f...aspx?g=posts&t=6313

This was in May 2010. Now assuming one had taken his advice and gotten in then... ignoring local inflation and currency moves, take a look at these charts...

http://www.bloomberg.com...quote?ticker=GGSECI:IND
http://www.bloomberg.com/apps/quote?ticker=FML:GN [Fan Milk - Consumer products]

Boss, tell us what you think and whether you would be willing to do the same. Better yet, how about a "teaser" note/report to whet our appetites?

Your public waits.

P.S
An interesting factoid; The hierarchy for best research-house stands
1. Kestrel Capital
2. Genghis Capital

Based on "The CMAwards 2011".... So African Alliance is not the best comparable ....

Cheers!

http://www.facebook.com/.../143044429072205?sk=info

Congratulations!

I hope you're not talking about BAAM (Happy Coincidence?)... casts aspersions on your objectivity! {|=

Cheers!

[quote=the deal]As promised Check out our new Daily Equit Report

01-07-2011: EABL, TPS Serena and Equity Bank Move

Check it out here http://contrarianinvesti...rt-01-07-2011-eabl.html[/quote]
@the deal drop me a line at jmbada@africafundsolutions.com if your ongoing negotiations stall.