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Agriculture Stocks - Moto Moto
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VituVingiSana
#21 Posted : Friday, February 26, 2010 12:46:20 PM
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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
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Gordon Gekko
#22 Posted : Friday, February 26, 2010 12:51:52 PM
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Joined: 5/27/2008
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@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 .....
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VituVingiSana
#23 Posted : Friday, February 26, 2010 1:13:30 PM
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@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
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VituVingiSana
#24 Posted : Tuesday, March 02, 2010 8:54:30 AM
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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
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ecstacy
#25 Posted : Tuesday, March 02, 2010 10:26:28 AM
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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...
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guru267
#26 Posted : Tuesday, March 02, 2010 10:31:19 AM
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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
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sparkly
#27 Posted : Tuesday, March 02, 2010 4:05:22 PM
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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.
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VituVingiSana
#28 Posted : Wednesday, March 03, 2010 7:03:36 AM
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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
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Wa_ithaka
#29 Posted : Wednesday, March 03, 2010 7:13:11 AM
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Guru267-aly khan is a bit of a blagger like that rich daddy bid daddy author
The Governor of Nyeri - 2017
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cnn
#30 Posted : Wednesday, March 03, 2010 7:31:25 AM
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@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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sheep
#31 Posted : Wednesday, March 03, 2010 8:09:54 AM
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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.
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Scubidu
#32 Posted : Wednesday, March 03, 2010 8:39:26 AM
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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
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mufasa
#33 Posted : Wednesday, March 03, 2010 9:08:40 AM
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Joined: 4/15/2008
Posts: 206
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.
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VituVingiSana
#34 Posted : Wednesday, March 03, 2010 2:12:17 PM
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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
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sparkly
#35 Posted : Wednesday, March 03, 2010 4:10:34 PM
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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.
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VituVingiSana
#36 Posted : Wednesday, March 03, 2010 5:01:34 PM
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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
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guru267
#37 Posted : Thursday, March 04, 2010 5:00:26 AM
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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
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VituVingiSana
#38 Posted : Thursday, March 04, 2010 5:36:37 AM
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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
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guru267
#39 Posted : Thursday, March 04, 2010 5:43:26 AM
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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
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VituVingiSana
#40 Posted : Thursday, March 04, 2010 6:26:18 AM
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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
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