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Agriculture Stocks - Moto Moto
VituVingiSana
#21 Posted : Friday, February 26, 2010 12:46:20 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
ecstacy wrote:
@VVS, get the bigger picture... If Sasini has doubled its processing capacity (to whatever figure) at a time of high coffee prices, that is a great thing whichever way you try and discredit it. lol

Well... u shud not have capitalized the PER HOUR...

This is Kenya... & merali...
Its like the roads (previous) GoK built on paper until you go there but there is no road!

The capacity increase is probably in kilos... of parchment coffee...

BTW, I will speculate it meant 12,000 kgs/day (not even 12,000kgs/hour let alone 12,000 tonnes/hour)

My counter to your 'bigger picture' is that the expansion of the mill is not a game changer for Sasini but an incremental boost...

BTW, I like the Savannah Lounges but they dont seem to be doing as well as Java/Dormans... this is an opinion... LOL... I do not have the sales numbers!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Gordon Gekko
#22 Posted : Friday, February 26, 2010 12:51:52 PM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
@ecstacy, yes they have doubled their capacity, but is there a capacity constraint or are they betting on improved coffee farming? Remember farmers have been uprooting coffee and replacing it with passion .....
VituVingiSana
#23 Posted : Friday, February 26, 2010 1:13:30 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
@GG @ectasy - sasini provides milling services for outgrowers who deliver parchment coffee.

Sasini (2009) produced about 2,000 tons yet the mill processed about 7,500 tons... (clean coffee)

Sasini is also trying to be a 'broker' for coffee with the recent deregulation as well as collapse of KPCU...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#24 Posted : Tuesday, March 02, 2010 8:54:30 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Williamson only traded 100 shares at +10% (147/-) today. No sellers yet a 2 weeks ago there were sellers aplenty.

Kapchorua shows 92/- but coz Seller got screwed. All the trades on Prompt Board... preserve of brokers... There is a buyer on regular board at 100/- who can't get the shares yet the seller was screwed on the prompt board...

Kakuzi is up 10% again for a 4 day streak...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
ecstacy
#25 Posted : Tuesday, March 02, 2010 10:26:28 AM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
buyers took a risk with agriculturals...they've been rewarded with better global prices for commodities...heck..Kakuzi share may just rocket this Friday 5th or Monday...lets wait and see...
guru267
#26 Posted : Tuesday, March 02, 2010 10:31:19 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
i heard aly khan saying that in other emerging markets like india agricultural stocks trade with a minimum P/E of 30 times...

these stocks may still offer great value to the risk tolerant investor at current prices
Mark 12:29
Deuteronomy 4:16
sparkly
#27 Posted : Tuesday, March 02, 2010 4:05:22 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
Williamson only traded 100 shares at +10% (147/-) today. No sellers yet a 2 weeks ago there were sellers aplenty.

Kapchorua shows 92/- but coz Seller got screwed. All the trades on Prompt Board... preserve of brokers... There is a buyer on regular board at 100/- who can't get the shares yet the seller was screwed on the prompt board...

Kakuzi is up 10% again for a 4 day streak...


The Kakuzi rally has caught me unawares!!! I think it will run out of steam at the Historical avarage prices of around 70.
Life is short. Live passionately.
VituVingiSana
#28 Posted : Wednesday, March 03, 2010 7:03:36 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
When does Kakuzi release results?
Tea will give Kakuzi a huge boost...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Wa_ithaka
#29 Posted : Wednesday, March 03, 2010 7:13:11 AM
Rank: Veteran

Joined: 1/7/2010
Posts: 1,279
Location: nbi
Guru267-aly khan is a bit of a blagger like that rich daddy bid daddy author
The Governor of Nyeri - 2017
cnn
#30 Posted : Wednesday, March 03, 2010 7:31:25 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
@wa-ithaka,not to mention he has substantial holdings in the tea companies ,he is always talking them up.They are doing well though.
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