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Longhorn Listing
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Agra
#81 Posted : Thursday, May 31, 2012 5:13:45 PM
Rank: Member


Joined: 4/22/2007
Posts: 96
Location: Agra, India
This is the priced I.P.O since Scan group.
It's easy for investors to get emotional and prejudiced when trading, but computers don't
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guru267
#82 Posted : Thursday, May 31, 2012 5:43:34 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
As illiquid as it may be it is headed in the right direction... It was up to 17.75bob in todays trade (the daily limit) smile
Mark 12:29
Deuteronomy 4:16
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kyt
#83 Posted : Thursday, May 31, 2012 6:22:19 PM
Rank: Elder


Joined: 11/7/2007
Posts: 2,182
hizo volumes ni vapour volumes boss.
LOVE WHAT YOU DO, DO WHAT YOU LOVE.
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VituVingiSana
#84 Posted : Thursday, May 31, 2012 9:20:47 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
guru267 wrote:
As illiquid as it may be it is headed in the right direction... It was up to 17.75bob in todays trade (the daily limit) smile
400 shares with 4 trades of 100 shares. Are you related to FT or Ongeri? Laughing out loudly Laughing out loudly Laughing out loudly
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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the deal
#85 Posted : Thursday, May 31, 2012 10:40:16 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
If Longhorny does not get approval from @VVS who am I to argue...lol
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guru267
#86 Posted : Thursday, May 31, 2012 10:43:52 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
guru267 wrote:
As illiquid as it may be it is headed in the right direction... It was up to 17.75bob in todays trade (the daily limit) smile
400 shares with 4 trades of 100 shares. Are you related to FT or Ongeri? Laughing out loudly Laughing out loudly Laughing out loudly


Those 400shares could just have easily traded in the opposite direction... No relationship with the above just abit of OBJECTIVITY.. You should try it some time!
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#87 Posted : Thursday, May 31, 2012 10:53:03 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
the deal wrote:
If Longhorny does not get approval from @VVS who am I to argue...lol
Applause Applause Applause Not at 15/- but I would look at it AFTER I see the audited 2012 results then see what a reasonable price is.

1) The accountants report showed a 1Q loss.
2) The unaudited report showed a profit for 1H of 54mn - This reminds me of Olympia which consistently has a profitable unaudited 1H then a 'loss' for the full year!
3) I have been spoiled by low PER stocks like KK (which was at a 5 PER) & Williamson at 3-5 PER.
4) I do not trust FT Nyammo. Look up Kenya Finance Bank.
5) 2009 & 2010 PAT was around 22mn for each year so the HUGE profit jump (5x) just BEFORE the Listing makes me wonder.
6) Election year & a tight budget for 2012 & 2013. Will Govt spend as much on buying new textbooks?
7) Sam Ongeri is no longer Education Minister so no more 'Most Favored Status' for Longhorn

Finally, @stocksmaster has not endorsed it d'oh! d'oh! d'oh! at 15/-
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#88 Posted : Thursday, May 31, 2012 11:00:00 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
guru267 wrote:
As illiquid as it may be it is headed in the right direction... It was up to 17.75bob in todays trade (the daily limit) smile
400 shares with 4 trades of 100 shares. Are you related to FT or Ongeri? Laughing out loudly Laughing out loudly Laughing out loudly

Those 400shares could just have easily traded in the opposite direction... No relationship with the above just abit of OBJECTIVITY.. You should try it some time!
If it had traded the other way towards 9/- then I would have a second look. I am NOT trashing the business or the firm but the PRICE based on what I see as fundamentals.

P.S. At 25/-, I think KK is too pricey no matter how much folks like the Company or Segman! If Puma's offer is 25/- Drool Drool Drool I would advise investors/shareholders to take it & run then move into Total or NOCK (if it is privatised) at a 'decent price' or even Longhorn ( at 9/- or lower).
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#89 Posted : Thursday, May 31, 2012 11:05:12 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
guru267 wrote:
As illiquid as it may be it is headed in the right direction... It was up to 17.75bob in todays trade (the daily limit) smile
400 shares with 4 trades of 100 shares. Are you related to FT or Ongeri? Laughing out loudly Laughing out loudly Laughing out loudly

Those 400shares could just have easily traded in the opposite direction... No relationship with the above just abit of OBJECTIVITY.. You should try it some time!
What do you mean about objectivity? I believe in what Warren Buffett says. If you do not trust the Management. Do not invest in or with them.
Compare Merali (Sameer, Eveready & Sasini) vs Aga Khan (TPS-Serena, Nation, Diamond, Jubilee)
Compare Olympia vs City Trust [Both are small Investment Cos]
Compare Equity vs CFC-Stanbic
Compare KQ vs KK [Fuel/Oil prices & Forex is a huge concern for both but KK's Management/Board has a stake while KQ does not]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#90 Posted : Friday, June 01, 2012 2:02:39 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
2009 & 2010 PAT was around 22mn for each year so the HUGE profit jump (5x) just BEFORE the Listing makes me wonder.


@VVS This seems to be the concern of many wazuans..
And i must say it is a genuine concern because the same red flag was raised in BRITAK..

Whether or not they will sustain 2011 PAT will be revealed if they do or if they dont issue a profit warning... This will be a key decision date for speculators on this counter...

Mark 12:29
Deuteronomy 4:16
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Cde Monomotapa
#91 Posted : Friday, June 01, 2012 6:14:41 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
guru267 wrote:
VituVingiSana wrote:
guru267 wrote:
As illiquid as it may be it is headed in the right direction... It was up to 17.75bob in todays trade (the daily limit) smile
400 shares with 4 trades of 100 shares. Are you related to FT or Ongeri? Laughing out loudly Laughing out loudly Laughing out loudly


Those 400shares could just have easily traded in the opposite direction... No relationship with the above just abit of OBJECTIVITY.. You should try it some time!

Laughing out loudly Laughing out loudly
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VituVingiSana
#92 Posted : Friday, June 01, 2012 5:46:14 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
guru267 wrote:
As illiquid as it may be it is headed in the right direction... It was up to 17.75bob in todays trade (the daily limit) smile
400 shares with 4 trades of 100 shares. Are you related to FT or Ongeri? Laughing out loudly Laughing out loudly Laughing out loudly


Those 400shares could just have easily traded in the opposite direction... No relationship with the above just abit of OBJECTIVITY.. You should try it some time!
So let me get this straight... After all your objectivity, you are not not buying Longhorn at 15/-. Now that is all the objectivity one needs! Liar Shame on you Liar
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#93 Posted : Friday, June 01, 2012 5:57:07 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
guru267 wrote:
VituVingiSana wrote:
guru267 wrote:
As illiquid as it may be it is headed in the right direction... It was up to 17.75bob in todays trade (the daily limit) smile
400 shares with 4 trades of 100 shares. Are you related to FT or Ongeri? Laughing out loudly Laughing out loudly Laughing out loudly


Those 400shares could just have easily traded in the opposite direction... No relationship with the above just abit of OBJECTIVITY.. You should try it some time!
So let me get this straight... After all your objectivity, you are not not buying Longhorn at 15/-. Now that is all the objectivity one needs! Liar Shame on you Liar


Im not buying this stock at any price!!

This is not about if longhorn is a buy or not at 15.. The argument is whether or not the stock would follow the path of TCL and BRIT basing on its valuations and earnings..

Mark 12:29
Deuteronomy 4:16
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mwekez@ji
#94 Posted : Saturday, June 02, 2012 12:08:56 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
kyt wrote:
hizo volumes ni vapour volumes

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VituVingiSana
#95 Posted : Monday, June 04, 2012 11:15:20 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
No bids or offers on LKL?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Sober
#96 Posted : Monday, June 04, 2012 11:37:34 AM
Rank: Elder


Joined: 11/27/2007
Posts: 3,604
volumes speak volumes.
African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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guru267
#97 Posted : Thursday, June 07, 2012 9:35:20 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
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VituVingiSana
#98 Posted : Friday, June 08, 2012 2:15:26 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
Wow, at 20/- I shudder at the forward PE Ratio [or more important the potential for a decent return for 'new' shareholders!

Anyway, moving on, some stocks look very delicious at these prices!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#99 Posted : Friday, June 08, 2012 7:36:49 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
Wow, at 20/- I shudder at the forward PE Ratio [or more important the potential for a decent return for 'new' shareholders!


Why are you shuddering without the actual figures out.?? Did you read the part where the CEO said government spending on text books can never be compromised?? This was your & @hisahs worry..

VituVingiSana wrote:
Anyway, moving on, some stocks look very delicious at these prices!


What are some of the juicy looking stocks that have caught your eye??
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#100 Posted : Friday, June 08, 2012 8:11:54 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
Wow, at 20/- I shudder at the forward PE Ratio [or more important the potential for a decent return for 'new' shareholders!

Why are you shuddering without the actual figures out.?? Did you read the part where the CEO said government spending on text books can never be compromised?? This was your & @hisahs worry..

VituVingiSana wrote:
Anyway, moving on, some stocks look very delicious at these prices!


What are some of the juicy looking stocks that have caught your eye??
Well, since you do not buy publishers... why stress? I buy anything that makes sense [not all work out] & I am scouting a few prospects. Cash is tight. One major disadvantage of the KK takeover is... no liquidity!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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