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sparkly		#71 Posted : Wednesday, November 07, 2012 3:34:12 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		Aguytrying wrote: Njung'e wrote: 3 bob. sugar guru. Is this company likely to thrive post the comesa rules? Thats the only thing that worries me about this company Are people likely to drink sugar after the Comesa rules. Perhaps we should ponder this. Life is short. Live passionately.
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wilyum		#72 Posted : Thursday, November 08, 2012 7:44:56 AM
Rank: Veteran Joined: 12/21/2011 Posts: 1,010		and now this rinked
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Aguytrying		#73 Posted : Thursday, November 08, 2012 10:39:22 AM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		sparkly wrote: Aguytrying wrote: Njung'e wrote: 3 bob. sugar guru. Is this company likely to thrive post the comesa rules? Thats the only thing that worries me about this company Are people likely to drink sugar after the Comesa rules. Perhaps we should ponder this. they will drink. but sugar from where? the comesa sugar is much cheaper so who will voluntarily buy expensive sugar ? the the tarda project is vision 2030 at the current pace. id buy at these levels if the competition of the future was clearer The investor's chief problem - and even his worst enemy - is likely to be himself
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selah		#74 Posted : Friday, November 09, 2012 12:27:24 PM
Rank: Elder Joined: 10/13/2009 Posts: 1,950 Location: in kenya		This company is an interesting one.it has potential to make money but I think it is not concentrating on the areas that really contribute to the bottomline. Take for instance its receivables,why wuld the company entertain 3 months credit...this makes the company tie most of its money on receivables...their debt collection is quite inefficient. Another area of concern is its supply chain,yesterday and many days I have observed the MSC sugar is no where to be found in most retail outlets...why wuld this be an issue for a company that has been in business for decades. The demand is there for the product but you will find that supplying this market and collecting the money is an issue.Unless this company gets its house in order they are going to get a beating from local firms and imports. '......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
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FUNKY		#75 Posted : Friday, November 09, 2012 3:09:28 PM
Rank: Veteran Joined: 4/30/2010 Posts: 1,635		3 Months credit?? i thought sugar is purely a cash business!
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Njung'e		#76 Posted : Saturday, November 10, 2012 1:31:37 AM
Rank: Elder Joined: 2/7/2007 Posts: 11,935 Location: Nairobi		I anticipate profit warning for half year ending Dec 2012.....i am certain. Nothing great was ever achieved without enthusiasm.
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guru267		#77 Posted : Saturday, November 10, 2012 2:24:23 AM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		Njung'e wrote: I anticipate profit warning for half year ending Dec 2012.....i am certain. I know ill be killed by some people but here we SERIOUSLY DISAGREE! Half year ending 2012 will see healthy profit growth! Mark 12:29 Deuteronomy 4:16
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hisah		#78 Posted : Saturday, November 10, 2012 7:47:33 AM
Rank: Chief Joined: 8/4/2010 Posts: 8,977		guru267 wrote: Njung'e wrote: I anticipate profit warning for half year ending Dec 2012.....i am certain. I know ill be killed by some people but here we SERIOUSLY DISAGREE! Half year ending 2012 will see healthy profit growth! The sugar guru says profit warning, the other guru says profit for H1 2012... I take sides with the sugar guru, based on share price behaviour even with a fat dividend yield, lukewarm excitement, share to tank or remain below 6.50/- by full year. @youcant - pls keep the tabs on this one in your memory bank $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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dunkang		#79 Posted : Saturday, November 10, 2012 8:56:05 AM
Rank: Elder Joined: 6/2/2011 Posts: 4,824 Location: -1.2107, 36.8831		I tend to lean to the sugar guru's side on this one time keeping in mind that in the previous FY result the PBT was actually a loss only to be bailed out by tax refunds. Receive with simplicity everything that happens to you.” ― Rashi
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the deal		#80 Posted : Saturday, November 10, 2012 11:15:00 AM
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery		Its still undervalued even if they issue a Profit warning possible due to low global sugar prices & some operational constraints in FY 2013, just look at the PE, NAV & DY, its cheap @ the current price. One of my long term projects, i will be buying at every price dip...ethanol, water bottling...power generation...TARDA...hard to ignore!
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