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Housing Finance: HFCK a diamond in the rough
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Wondergirl
#1031 Posted : Wednesday, July 02, 2014 10:08:42 PM
Rank: Member

Joined: 9/12/2009
Posts: 312
murchr wrote:
@Wondergal indeed thats the problem, spotting the next gem

Murchr, I have been flirting with Carbacid of late,though I noticed that it's not very popular with wazua gurus,infact I tried to seduce them with a thread,some dismissed it,most ignored. What is your opinion of it?
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murchr
#1032 Posted : Wednesday, July 02, 2014 10:26:49 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Wondergirl wrote:
murchr wrote:
@Wondergal indeed thats the problem, spotting the next gem

Murchr, I have been flirting with Carbacid of late,though I noticed that it's not very popular with wazua gurus,infact I tried to seduce them with a thread,some dismissed it,most ignored. What is your opinion of it?


The valuation at the moment is favorable.

But why the decline?

H1 Earnings through 31st January 2014 versus 6 months through 31st January 2013

H1 Turnover 473.761m versus 546.713m -13.343%
H1 Cost of Sales [180.436m] versus [222.197m]
H1 Gross Profit 293.325m versus 324.516m -.9.611%

Caution, buy at a lower price
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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  | | Edit by user: Wednesday, July 02, 2014 10:31 PM | Reason: Not specified
osango
#1033 Posted : Thursday, July 03, 2014 9:59:29 AM
Rank: Member

Joined: 5/6/2008
Posts: 9
why is it that Britam who bought into HFCK is dropping ...isn't it supposed to be the other way round. who's leaning on who here ?
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Wondergirl
#1034 Posted : Thursday, July 03, 2014 10:10:19 AM
Rank: Member

Joined: 9/12/2009
Posts: 312
murchr wrote:
Wondergirl wrote:
murchr wrote:
@Wondergal indeed thats the problem, spotting the next gem

Murchr, I have been flirting with Carbacid of late,though I noticed that it's not very popular with wazua gurus,infact I tried to seduce them with a thread,some dismissed it,most ignored. What is your opinion of it?


The valuation at the moment is favorable.

But why the decline?

H1 Earnings through 31st January 2014 versus 6 months through 31st January 2013

H1 Turnover 473.761m versus 546.713m -13.343%
H1 Cost of Sales [180.436m] versus [222.197m]
H1 Gross Profit 293.325m versus 324.516m -.9.611%

Caution, buy at a lower price

Thanks Broda. I'm already in, albeit at a higher price, I think its a sound business I can hold on for longer, I will average down.... another not very popular concept with the gurus.
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eggnest
#1035 Posted : Thursday, July 03, 2014 10:19:20 AM
Rank: New-farer

Joined: 5/11/2011
Posts: 48
Oh my gosh! i thank God for wazua gurus, really i do, i just sold HF at 50 bob...once again i thank God for the guyz here.smile smile
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holycow
#1036 Posted : Thursday, July 03, 2014 10:30:06 AM
Rank: Veteran

Joined: 11/11/2006
Posts: 972
Location: Home
osango wrote:
why is it that Britam who bought into HFCK is dropping ...isn't it supposed to be the other way round. who's leaning on who here ?

Nope, that's the way it is. The company being "acquired" has some value in it that the other company lacks or needs.
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Othelo
#1037 Posted : Thursday, July 03, 2014 10:35:30 AM
Rank: User

Joined: 1/20/2014
Posts: 3,528
holycow wrote:
osango wrote:
why is it that Britam who bought into HFCK is dropping ...isn't it supposed to be the other way round. who's leaning on who here ?

Nope, that's the way it is. The company being "acquired" has some value in it that the other company lacks or needs.

Thought so too. You buy what is being bought because of presumed quality!
Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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osango
#1038 Posted : Thursday, July 03, 2014 12:17:26 PM
Rank: Member

Joined: 5/6/2008
Posts: 9
Makes sense, but now that britam has HFCK in the pocket then it's value is better right ?.....i think i'l move in the opposite direction on this....see you guys @35 for britam really soon
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  | | Edit by user: Thursday, July 03, 2014 12:18 PM | Reason: Not specified
sparkly
#1039 Posted : Thursday, July 03, 2014 12:48:28 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
holycow wrote:
osango wrote:
why is it that Britam who bought into HFCK is dropping ...isn't it supposed to be the other way round. who's leaning on who here ?

Nope, that's the way it is. The company being "acquired" has some value in it that the other company lacks or needs.


A win-win for Britam and the Equity.

Britam gets a stable but growing investment into which they can invest long term pension and life insurance funds.

Equity gets to harvest its investment in HF, to re-invest in other market beating ventures. Remember venture capitalists own close to 50% of Equity.
Life is short. Live passionately.
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The optimist
#1040 Posted : Thursday, July 03, 2014 6:38:00 PM
Rank: Member

Joined: 6/14/2010
Posts: 521
Location: Nairobi
Hfck now gets licence for REITs smile
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  | | Edit by user: Thursday, July 03, 2014 6:39 PM | Reason: Not specified
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