wazua Thu, Mar 19, 2026
Welcome Guest Search | Active Topics | Log In

24 Pages«<23456>»
Agriculture Stocks - Moto Moto
Options
Previous Topic · Next Topic
sheep
#31 Posted : Wednesday, March 03, 2010 8:09:54 AM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
Kakuzi is a very good asset play,but the underlying business is weak.
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
Back to top
  |
Scubidu
#32 Posted : Wednesday, March 03, 2010 8:39:26 AM
Rank: Veteran

Joined: 9/4/2009
Posts: 700
Location: Nairobi
I think Kakuzi's problem has been its cashflows and that are going to improve in 2009 (actually might be positive, for the first time in a long time...maybe the reason for the speculation). They're quite diversified, they're other less known segments, avocados and timber will drive them forward.
“We are the middle children of history man, no purpose or place. We have no great war, no great depression. Our great war is a spiritual war, our great depression is our lives!" – Tyler Durden
Back to top
  |
mufasa
#33 Posted : Wednesday, March 03, 2010 9:08:40 AM
Rank: Member

Joined: 4/15/2008
Posts: 238
kishindo wrote:
cant put a finger on it....looks like i'll be offloading sasini soooon!
this market is up to something..


It's more like Merali is upto something
Do it today! Tomorrow is promise to no-one.
Back to top
  |
VituVingiSana
#34 Posted : Wednesday, March 03, 2010 2:12:17 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Kakuzi has good land as well as a diversified base BUT heavily weighted in exports + agriculture...

In 2008, they suffered coz idiots had blocked the roads thus they were unable to export tea (Nairobi/Kakuzi to Mombasa) nor other products (Flights were reduced, getting to JKIA was harder)...

Tea is doing very well... I am not sure about the other stuff... BUT the cashflow & profits should be higher than 2008...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
sparkly
#35 Posted : Wednesday, March 03, 2010 4:10:34 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
sheep wrote:
Kakuzi is a very good asset play,but the underlying business is weak.

Am waiting to see their financials, particularly the cashflow.
Life is short. Live passionately.
Back to top
  |
VituVingiSana
#36 Posted : Wednesday, March 03, 2010 5:01:34 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
sparkly wrote:
sheep wrote:
Kakuzi is a very good asset play,but the underlying business is weak.

Am waiting to see their financials, particularly the cashflow.

I am sure the cashflow for 2009 will have been great... Kakuzi is listed on UK exchange & produce a decent mini semi-annual report... I wish I had a copy...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
guru267
#37 Posted : Thursday, March 04, 2010 5:00:26 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
on last nights news... tea production was up 47% in jan year on year... with no slow down in tea prices i am starting to see the justification for the rally of these stocks
Mark 12:29
Deuteronomy 4:16
Back to top
  |
VituVingiSana
#38 Posted : Thursday, March 04, 2010 5:36:37 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
guru267 wrote:
on last nights news... tea production was up 47% in jan year on year... with no slow down in tea prices i am starting to see the justification for the rally of these stocks

@guru - forget safaricom... get into Williamson or Kapchorua!

Jan 2010 production +47& (2009) yet US$ prices ($3 vs 2.31) are high then add KShs depreciation to 77/- in Mar 2010

http://www.businessdaily.../-/t2sxe8z/-/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
guru267
#39 Posted : Thursday, March 04, 2010 5:43:26 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
@guru - forget safaricom... get into Williamson or Kapchorua!


@VVS i'm seriously considering it.. but who will sell me the shares??? TOO illiquid..
Mark 12:29
Deuteronomy 4:16
Back to top
  |
VituVingiSana
#40 Posted : Thursday, March 04, 2010 6:26:18 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
@guru - forget safaricom... get into Williamson or Kapchorua!


@VVS i'm seriously considering it.. but who will sell me the shares??? TOO illiquid..

I have seen trades at 161/- for WTK jana... u gotta get in there...

BTW, there was a seller for Kapchorua as well...

If I had the cash I wud buy... I want to sell safcom to get in here but I dont want to sell safcom, pay commissions, then not find shares!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
24 Pages«<23456>»
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.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.