wazua Fri, Jan 17, 2025
Welcome Guest Search | Active Topics | Log In | Register

3 Pages<123>
Where is BAT headed?
cnn
#21 Posted : Wednesday, August 29, 2012 1:05:41 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,619
Now at 415,having purchased at 130's its getting a bit too tempting,is it just the dividend yield?
gatoho
#22 Posted : Wednesday, August 29, 2012 6:11:10 PM
Rank: Member


Joined: 1/1/2010
Posts: 511
Location: kandara, Murang'a
cnn wrote:
Now at 415,having purchased at 130's its getting a bit too tempting,is it just the dividend yield?



looking at this n kicking myself,
2010 or there bouts I bid 195, broker advised I make it 200 and i refused, It never came back and to see DOUBLE that now.. got ROAR but still... plus the lost DIvs... hindsight always 2030 vision, Oh wait, thats kibaki, 20-20
Foresight..
mlennyma
#23 Posted : Wednesday, August 29, 2012 6:28:39 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
Not affordable..split looming
"Don't let the fear of losing be greater than the excitement of winning."
hisah
#24 Posted : Thursday, August 30, 2012 7:51:15 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
mlennyma wrote:
Not affordable..split looming

But it's being bought up to now...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
stocksmaster
#25 Posted : Thursday, August 30, 2012 8:40:57 AM
Rank: Member


Joined: 9/26/2006
Posts: 410
Location: CENTRAL PROVINCE
cnn wrote:
Now at 415,having purchased at 130's its getting a bit too tempting,is it just the dividend yield?


It is still a good buy. Remember it profit is growing at about 20% p.a and with its history of giving 90-95% of its net profits as dividends, this means dividends for 2012 financial year should be about Ksh 36-37 per share.

It trades usually at a dividend yield of 4-5%. At a dividend of Ksh 36-37, this is a dividend yield of almost 9%......shows you the price is yet to peak.

Happy Hunting
chiaroscuro
#26 Posted : Thursday, August 30, 2012 8:54:21 AM
Rank: Veteran


Joined: 2/2/2012
Posts: 1,134
Location: Nairobi
Where is BAT headed?


NOWHERE!

It's a business 100% relying on a dying habit!

That's why they tried their hand at real estate development a few decades ago [Imara Daima estate.... named after the marketing slogan of Sportsman cigarettes]
VituVingiSana
#27 Posted : Thursday, August 30, 2012 9:21:21 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
chiaroscuro wrote:
Where is BAT headed?

NOWHERE!

It's a business 100% relying on a dying habit!

That's why they tried their hand at real estate development a few decades ago [Imara Daima estate.... named after the marketing slogan of Sportsman cigarettes]
Imara Daima was for their employees (& some other folks) but not a development as described. Furthermore, the old BAT was a (international) financial behemoth but is now a pure tobacco play.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
sparkly
#28 Posted : Thursday, August 30, 2012 12:22:21 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
hisah wrote:
mlennyma wrote:
Not affordable..split looming

But it's being bought up to now...


Very small free float.
Life is short. Live passionately.
sparkly
#29 Posted : Thursday, August 30, 2012 12:40:50 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
I chronicled my investment in BAT here:

http://wazua.co.ke/forum...osts&t=7164&p=2

Made my 100% plus on the share in two years and put the money else where.

Share is going strong, but in my opinion is now approaching fair price. I Don't expect double digit organic growth going forward and the stock has never been split as far as i can remember. The shilling has stabilized hence the export market will not be like last year.

I expect more entry into the stock by foreign investors exiting T-bills and bonds.

Still a good buy because of the dividend yield but there are better options out there. To me its a SELL.
Life is short. Live passionately.
cnn
#30 Posted : Thursday, August 30, 2012 1:12:16 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,619
sparkly wrote:
I chronicled my investment in BAT here:

http://wazua.co.ke/forum...osts&t=7164&p=2

Made my 100% plus on the share in two years and put the money else where.

Share is going strong, but in my opinion is now approaching fair price. I Don't expect double digit organic growth going forward and the stock has never been split as far as i can remember. The shilling has stabilized hence the export market will not be like last year.

I expect more entry into the stock by foreign investors exiting T-bills and bonds.

Still a good buy because of the dividend yield but there are better options out there. To me its a SELL.

Very tempting thought,but considering over the period i have held it i have got about 70 shillings in dividends and if last years performance is sustained it means i may get back my initial investment back in two years by way of dividends only,why should i sell?...i am holding for the long term.
BGL
#31 Posted : Monday, October 01, 2012 11:09:53 AM
Rank: Veteran


Joined: 10/11/2009
Posts: 1,223
Now @449

what is going on! Either i'm dreaming or there is something that i do not get on the upward momentum of this counter.
History will not remember you for your IQ. It will remember you for what you did. “Genius is 1 percent inspiration, 99 percent perspiration.” Thomas Edison
sparkly
#32 Posted : Monday, October 01, 2012 1:43:28 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
BGL wrote:
Now @449

what is going on! Either i'm dreaming or there is something that i do not get on the upward momentum of this counter.

foreigners buying. Sanity will prevail once they stop.
Life is short. Live passionately.
hisah
#33 Posted : Monday, October 01, 2012 2:15:51 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
sparkly wrote:
BGL wrote:
Now @449

what is going on! Either i'm dreaming or there is something that i do not get on the upward momentum of this counter.

foreigners buying. Sanity will prevail once they stop.

This stock is behaving like Apple. Very strong bullish momentum with very mean sellers. But at some point the sellers will take profit. When? Hard to tell. But when that correction comes, the price will likely drop 20% - 30%.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
BGL
#34 Posted : Monday, October 01, 2012 2:43:50 PM
Rank: Veteran


Joined: 10/11/2009
Posts: 1,223
sparkly wrote:
BGL wrote:
Now @449

what is going on! Either i'm dreaming or there is something that i do not get on the upward momentum of this counter.

foreigners buying. Sanity will prevail once they stop.


82.32% foreign purchase according to my data provider.
History will not remember you for your IQ. It will remember you for what you did. “Genius is 1 percent inspiration, 99 percent perspiration.” Thomas Edison
hisah
#35 Posted : Monday, October 01, 2012 2:50:49 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
BGL wrote:
sparkly wrote:
BGL wrote:
Now @449

what is going on! Either i'm dreaming or there is something that i do not get on the upward momentum of this counter.

foreigners buying. Sanity will prevail once they stop.


82.32% foreign purchase according to my data provider.

So far 77.48M buys vs 13.5M sales by foreigners. Similar pattern on EABL, 73.5M buys vs 41.9M sales. Equity has seen 24.9M buys vs 23.4 sales. The usual suspect missing in action is KCB. Nothing today as for foreigners action...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Aguytrying
#36 Posted : Monday, October 01, 2012 3:05:56 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
hisah wrote:
BGL wrote:
sparkly wrote:
BGL wrote:
Now @449

what is going on! Either i'm dreaming or there is something that i do not get on the upward momentum of this counter.

foreigners buying. Sanity will prevail once they stop.


82.32% foreign purchase according to my data provider.

So far 77.48M buys vs 13.5M sales by foreigners. Similar pattern on EABL, 73.5M buys vs 41.9M sales. Equity has seen 24.9M buys vs 23.4 sales. The usual suspect missing in action is KCB. Nothing today as for foreigners action...


KCB has been falling out of favour even though most have refused to accept it.
The investor's chief problem - and even his worst enemy - is likely to be himself
hisah
#37 Posted : Monday, October 01, 2012 3:24:36 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
@aguy - late foreign orders came in towards the close of market at 13.4M buys vs 6.9M sales - turnover that is.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
guru267
#38 Posted : Monday, October 01, 2012 6:33:08 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Aguytrying wrote:
KCB has been falling out of favour even though most have refused to accept it.


@Aguy KCB is simply on a small break!! Support has been set @ 27.50..

The break out to 30bob is coming Sooner rather than later!
Mark 12:29
Deuteronomy 4:16
youcan'tstopusnow
#39 Posted : Thursday, October 18, 2012 11:39:51 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Even at the heady heights of 450, there is still huge demand for BAT...
GOD BLESS YOUR LIFE
detomweri
#40 Posted : Monday, November 19, 2012 3:58:26 PM
Rank: New-farer


Joined: 3/4/2010
Posts: 67
Location: Nairobi
The counter has been facing south(today 432) after hitting an all time high of 470,any news/ideas on the reason for this?
Users browsing this topic
Guest
3 Pages<123>
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Copyright © 2025 Wazua.co.ke. All Rights Reserved.