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THE MARKET AS I SEE IT
guru267
#41 Posted : Thursday, August 25, 2011 1:09:24 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Aguytrying wrote:
VituVingiSana wrote:
One of my favs remains KK.

At 10.50 it has the profit making ability of 20% p.a. (on the current price) on a SUSTAINABLE basis. What more can I ask?

I do like KPLC as well. A pity GoK has interfered. Again. Nevertheless, the growth in demand is only constrained by supply but that is being addressed by KenGen. I expect Mumias to get back on track once the rains fall. Finally, Uganda will have Bujagali & Karuma up & running in 12-18 months = more power for export to Kenya.


What do you mean by that. always willing to learn.


@aguytrying I think he means that year after year profit growth will be 20% compounded.. which means profit will at least double every four years.. I find this projection very conservative.. But hey its his opinion..
But it is Sweet isn't it??? smile
Mark 12:29
Deuteronomy 4:16
Cde Monomotapa
#42 Posted : Thursday, August 25, 2011 4:14:33 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
@ycsun we r still @8/12 of the year. Mambo bado. I expect major relief in food & energy inflation in Q4.
Cde Monomotapa
#43 Posted : Thursday, August 25, 2011 4:16:47 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Cde Monomotapa wrote:
@ycsun we r still @8/12 of the year. Mambo bado. I expect major relief in food & energy inflation in Q4.

Then KCB Group can pull its wonders and close at 50-100% PBT 2011. Laughing out loudly
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