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TPS Eastern Africa 1H13 PBT up 20.56%
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mwekez@ji
#1 Posted : Monday, August 12, 2013 8:49:16 PM
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Aguytrying
#2 Posted : Tuesday, August 13, 2013 8:29:41 AM
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mwekez@ji wrote:
http://www.reuters.com/article/...ps-idUSL6N0GD2RP20130812


This good performance. I expect very good performance this year. I have many of my eggs in this basket and things are going well.
#makemerichtps
The investor's chief problem - and even his worst enemy - is likely to be himself
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VituVingiSana
#3 Posted : Tuesday, August 13, 2013 10:09:41 AM
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I like Aga Khan firms. Despite all the issues they face in the short-term, they come through for the shareholders in the long-term. Think of the challenges in 2008 & 2012-13 [elections] for Serena but unlike many other firms, they perform well over time.

TPSEA now covers Kenya, Tanzania & Uganda. I expect it to 'buy' the management contracts in Rwanda as well as Mozambique within 2-3 years as well as expand to other African countries.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Mastermind
#4 Posted : Tuesday, August 13, 2013 12:08:35 PM
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Maybe i should have picked more at 38. Was hoping 30 will print in March 2013.
If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.
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Aguytrying
#5 Posted : Tuesday, August 13, 2013 5:09:57 PM
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VituVingiSana wrote:
I like Aga Khan firms. Despite all the issues they face in the short-term, they come through for the shareholders in the long-term. Think of the challenges in 2008 & 2012-13 [elections] for Serena but unlike many other firms, they perform well over time.

TPSEA now covers Kenya, Tanzania & Uganda. I expect it to 'buy' the management contracts in Rwanda as well as Mozambique within 2-3 years as well as expand to other African countries.


Correct! In the annual report for 2012, they indicated that they plan to make acquisitions in Tps rwanda and Tps tanzania (i guess similar to TPS(U) 79% acquisition in Jan 2013), and also through greenfield operations.
Couple this with "alternative market strategy" middle east, africa and asia focus. Its a well positioned company in the mid to long term.
The investor's chief problem - and even his worst enemy - is likely to be himself
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mwekez@ji
#6 Posted : Tuesday, August 13, 2013 5:27:23 PM
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Rich Today wrote:
I think TPS @SerenaHotels is the most correlated share to the Peaceful Outcome of the recently held General Election. There is Upside towards 75.00 in the Event Kenya and the EAC accelerates into a New Normal GDP Trajectory which looks increasingly likely.
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VituVingiSana
#7 Posted : Tuesday, August 13, 2013 6:14:10 PM
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Aguytrying wrote:
VituVingiSana wrote:
I like Aga Khan firms. Despite all the issues they face in the short-term, they come through for the shareholders in the long-term. Think of the challenges in 2008 & 2012-13 [elections] for Serena but unlike many other firms, they perform well over time.

TPSEA now covers Kenya, Tanzania & Uganda. I expect it to 'buy' the management contracts in Rwanda as well as Mozambique within 2-3 years as well as expand to other African countries.


Correct! In the annual report for 2012, they indicated that they plan to make acquisitions in Tps rwanda and Tps tanzania (i guess similar to TPS(U) 79% acquisition in Jan 2013), and also through greenfield operations.
Couple this with "alternative market strategy" middle east, africa and asia focus. Its a well positioned company in the mid to long term.
"Serena" operates in Asia but (listed) TPSEA is EAC focused. I thought TZ properties had been acquired earlier in the year. In time, I expect TPSEA to become TPSA = TPS Africa. As for the properties in other continents, that might be a 5-10 year plan to bring them under TPS. And I expect a change in the name to Serena vs TPS.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Aguytrying
#8 Posted : Tuesday, August 13, 2013 8:14:34 PM
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@vvs. TPSEA alternative strategy involves marketing in their non traditional markets ie asia, Japan, middle east, africa. to compensate for the downturn in their traditional markets ie uk and Europe
The investor's chief problem - and even his worst enemy - is likely to be himself
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Gordon Gekko
#9 Posted : Tuesday, August 13, 2013 10:24:45 PM
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As you are all singing praises of HH, I am belching from an outsized dividend cheque from Jubilee...
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guru267
#10 Posted : Wednesday, August 14, 2013 2:42:46 AM
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Gordon Gekko wrote:
As you are all singing praises of HH, I am belching from an outsized dividend cheque from Jubilee...


@GG long time... How much of TPS does JUB own??
Mark 12:29
Deuteronomy 4:16
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Aguytrying
#11 Posted : Wednesday, August 14, 2013 7:32:10 AM
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guru267 wrote:
Gordon Gekko wrote:
As you are all singing praises of HH, I am belching from an outsized dividend cheque from Jubilee...


@GG long time... How much of TPS does JUB own??


7,772,106 shares. 5.24% as per annual report 2012.
The investor's chief problem - and even his worst enemy - is likely to be himself
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the deal
#12 Posted : Wednesday, August 14, 2013 12:47:31 PM
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Location: Windhoek/Nairobbery
Competition is growing...with the current rampant poaching...this thing could one of the biggest losers.
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