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BAT Full year results 2011
VituVingiSana
#21 Posted : Friday, February 24, 2012 11:39:40 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,261
Location: Nairobi
QW25091985 wrote:
The Merchant wrote:
QW25091985 wrote:
ethical investor here . thanks but No thanks .Laughing out loudly

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly


seriously you cannot expect me to invest in a company that DOESNOT value life at all... Shame on you Shame on you Shame on you Shame on you

Alcohol kills [Ask Nyeri men], Chemicals kill, Oil is the cause for many wars, etc
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
guru267
#22 Posted : Friday, February 24, 2012 11:44:51 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
FUNKY wrote:
Not a single trade so far as at 10.30 a.m.


Highest bid = 281
Lowest offer/ask = 300

This spread is too high for a trade to take place. I think buyers have no choice but to give in to the sellers..
Mark 12:29
Deuteronomy 4:16
FUNKY
#23 Posted : Friday, February 24, 2012 11:48:05 AM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,635
Same goes with Bamburi Cement also today.
guru267
#24 Posted : Friday, February 24, 2012 11:50:55 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
FUNKY wrote:
Same goes with Bamburi Cement also today.


Highest bid = 133
Lowest offer/ask = 155
Mark 12:29
Deuteronomy 4:16
Cde Monomotapa
#25 Posted : Friday, February 24, 2012 11:57:06 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
guru267 wrote:


Now these are what we call RESULTS¡¡ The bears must remain silent...

Cartoonists too...
Aguytrying
#26 Posted : Friday, February 24, 2012 1:32:58 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
[quote=the deal]BAT trades on a trailing PE of 8.39 and a dividend yield of 11.9%. I rate the company ACCUMULATE with a price target of Sh350 due to the fact that this set of earnings where partly inflated by a weak Shilling. The currency for East Africa’s biggest economy lost 20% in 2011. I’m also disappointed with the slow expansion in operating margins; management needs to do more in terms of saving costs going forward I expect fresh capacity at the Nairobi factory to be the key driver of growth. Other risks include increased competition from Mastermind Tobacco, taxes and Government regulation.Drool Drool Drool

Rink http://contrarianinvesti...11-earnings-my-analysis[/quote]

What would you say about the fact that they paid out all their profits as dividends? are their reserves that healthy that the can afford to do this?
The investor's chief problem - and even his worst enemy - is likely to be himself
holycow
#27 Posted : Friday, February 24, 2012 1:46:13 PM
Rank: Veteran


Joined: 11/11/2006
Posts: 972
Location: Home
As at 1:30pm, no trade on Bamburi and BAT, so assume no trade takes place today, does the ±10% rule apply on Monday.
FUNKY
#28 Posted : Friday, February 24, 2012 2:49:13 PM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,635
Atlast a trade on BAT has been done,but Bamburi no trade has taken place.
mlennyma
#29 Posted : Friday, February 24, 2012 2:54:23 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,192
Location: nairobi
The buyers and sellers wanapimana akili.
"Don't let the fear of losing be greater than the excitement of winning."
guru267
#30 Posted : Friday, February 24, 2012 3:13:29 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Aguytrying wrote:
What would you say about the fact that they paid out all their profits as dividends? are their reserves that healthy that the can afford to do this?


@aguy they do this every year without fail..
Mark 12:29
Deuteronomy 4:16
martcentre
#31 Posted : Friday, February 24, 2012 4:00:19 PM
Rank: New-farer


Joined: 12/31/2011
Posts: 11
[quote=the deal]BAT trades on a trailing PE of 8.39 and a dividend yield of 11.9%. I rate the company ACCUMULATE with a price target of Sh350 due to the fact that this set of earnings where partly inflated by a weak Shilling. The currency for East Africa’s biggest economy lost 20% in 2011. I’m also disappointed with the slow expansion in operating margins; management needs to do more in terms of saving costs going forward I expect fresh capacity at the Nairobi factory to be the key driver of growth. Other risks include increased competition from Mastermind Tobacco, taxes and Government regulation.Drool Drool Drool

Rink http://contrarianinvesti...11-earnings-my-analysis[/quote]

Under competition also note that PMI with its flagship Marlboro is getting into the market slowly en surely currently being distributed by Maxam ltd. Walk into any Nakumatt Today and you will find Marlboro giving a Dunhill a run for their money. on another Note Japan Tobacco are producing Benson and Hedges just across the fence TZ and with the markets opening up that will be new competition right there. BAT has the rights to produce B&H in Kenya but they are sitting on the license to give some breathing space to their products.. that may not work for long..
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