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AGRICULTURAL STOCKS LOOKING GREENER
Rank: User Joined: 8/29/2011 Posts: 1,045 Location: Mtaani
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Sufficiently Philanga....thropic wrote:Eric_Nyamu wrote:FUNKY wrote:Kakuzi up 10 percent to 82/- if the below chart doesnot scare you guys bullish on agricultural stocks i dnt know what will..  Exit QW, enter Eric Nyamu! hehehe.
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Williamson up 8% to 310/=. Kenya shilling though is strengthening against the dollar GOD BLESS YOUR LIFE
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Rank: Elder Joined: 9/23/2010 Posts: 2,225 Location: Sundowner,Amboseli
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youcan'tstopusnow wrote:Williamson up 8% to 310/=. Kenya shilling though is strengthening against the dollar Only one trade though of a measly 500 shares. Looks like a case of market making! Waiting to see what Sasini will have to offer next month when they release their full year results.Its historical PE has since jumped to 3.19! @SufficientlyP
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Sufficiently Philanga....thropic wrote:youcan'tstopusnow wrote:Williamson up 8% to 310/=. Kenya shilling though is strengthening against the dollar Only one trade though of a measly 500 shares. Looks like a case of market making! Waiting to see what Sasini will have to offer next month when they release their full year results.Its historical PE has since jumped to 3.19! For Sasini (and Kapchorua), the gains arising from changes in fair value of biological assets is more than the profit from operating activities Not so for WTK. Who would you say has the 'best land' for real estate development? KIRTI wrote:I got following information from Apex Africa.
Company Acres location
WTK 5274 Nandi Hills(tea)Kericho (tea)
KAKUZI 8266 Nandi Hills(tea) Thika (Pineapples, livestock, foresty, Avacado)
REA VIPINGO 59,382 Kibvezi,Voi, Vipingo, Amboni(Tz)SISAL
LIMURU TEA 684 Limuru (tea)
EAAGADS 487 Ruiru (coffee)
SASINI TEA 5779 Githiga Kiambu,Mweiga, Nyeri(coffee)Sotik (tea)
KAPCHORUA 1656 Nandi Hills(tea) Kericho (tea)
GOD BLESS YOUR LIFE
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Rank: Elder You have been a member since:: 1/21/2010 Posts: 6,675 Location: Nairobi
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youcan'tstopusnow wrote:
Who would you say has the 'best land' for real estate development?
it Definitely will be the companies with property on the nairobi outskirts.. So limuru, kakuzi, sasini and EAGAADS will be the best plays for real estate speculation.. Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 9/23/2010 Posts: 2,225 Location: Sundowner,Amboseli
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guru267 wrote:youcan'tstopusnow wrote:
Who would you say has the 'best land' for real estate development?
it Definitely will be the companies with property on the nairobi outskirts.. So limuru, kakuzi, sasini and EAGAADS will be the best plays for real estate speculation.. Soo true,Limuru Tea,Sasini and Eagaads are really sitting on a gold mine. Of these 3 and assuming a sober Merali,i'd vouch for Sasini,which has a bigger acreage than the other 2 in Kiambu county (about 1,000 acres) and is also the most liquid of the 3 counters! @SufficientlyP
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Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi
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Tea prices are on average (US$) 10% higher than last year. Production down 10%. So a wash. KES even at 90/- is down 15% vs last year. When you consider KES was at 105/- for a period of time, the tea firms will do very well. Williamson year end is March so they will benefit from 3 months of weak KES, rain, high prices compared to Kakuzi, Sasini or Limuru Tea. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder You have been a member since:: 1/21/2010 Posts: 6,675 Location: Nairobi
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VituVingiSana wrote:Williamson year end is March so they will benefit from 3 months of weak KES, rain, high prices compared to Kakuzi, Sasini or Limuru Tea. For the tea story hakuna kama Williamson.. If this is not their year I dont which one will... Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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guru267 wrote:VituVingiSana wrote:Williamson year end is March so they will benefit from 3 months of weak KES, rain, high prices compared to Kakuzi, Sasini or Limuru Tea. For the tea story hakuna kama Williamson.. If this is not their year I dont which one will... Agreed! No competition on that front GOD BLESS YOUR LIFE
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