[quote=the deal]My analysis on the stellar Cables turnaround http://contrarianinvesti...-2011-earnings-analysis[/quote]
Erm, that is not an analysis... No mention of EPS for 1H... Almost a copy & paste!

Commentary:
The group recorded growth in turnover and profit before tax of 29% and 946% respectively compared to the same period
last year. The growth in operating results was driven by increased sales in the regional market as well as recovery of our
Tanzanian subsidiary. The current positive business trends are expected to continue.
Interim dividend
The board is pleased to announce the payment of an interim dividend of Kshs 0.30 per share. The dividend will be
paid less withholding tax where applicable on or about 30th November 2011, to members on the register at the close of
business on Friday, 2nd September 2011.

yup...the spread is too wide.

My Analysis on Cables

Strong turnaround results from Cables, turnover increased by 29% to stand at Sh 2350M as sales increased, also one good thing to note is the turnaround in their Tanzania business unit, whose loses stood at Sh193M in 2010, management is optimistic that the positive trends will continue in the 2H, Forward EPS now stands at 1.34, forward PE stands at 9.3 at today's closing price of 12.55. Which is a fair price to me.

Read More here http://www.contrarianinv...h-2011-earnings-analysis