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Carbacid vs BOC
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VituVingiSana
#1 Posted : Monday, March 08, 2010 7:29:56 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
It is a pity that BOC's advisers screwed them up by misadvising BOC on the 80% requirement.

Carbacid profits continue climbing in the past 2 years while BOC's profit growth remained stagnant.

Carbacid's EPS (after adjusting for the 2:1 bonus) is up 50% to 4.58 for the 1H 2010-11. If Kenya's (+ regional) economy continues growing then the full year EPS could exceed 10/- which is equivalent to 30/- prior to the bonus!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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RichVee
#2 Posted : Monday, March 08, 2010 7:59:36 AM
Rank: Member

Joined: 1/26/2010
Posts: 124
I hope Carbacid does well. I have invested a sizeable chunk in it.
Tired of mediocrity. Am going to the very top!
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VituVingiSana
#3 Posted : Monday, March 08, 2010 8:00:24 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
RichVee wrote:
I hope Carbacid does well. I have invested a sizeable chunk in it.

Well, you should have no complaints at the moment... There are no sellers only buyers for the shares!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#4 Posted : Monday, March 08, 2010 9:11:49 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Was the price of BOC pushed up by the prospect of the aborted carbacid acquisition? The prospects of BOC do not look bright.
Life is short. Live passionately.
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VituVingiSana
#5 Posted : Monday, March 08, 2010 9:35:45 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
sparkly wrote:
Was the price of BOC pushed up by the prospect of the aborted carbacid acquisition? The prospects of BOC do not look bright.

BOC is more diversified thus was affected by the entire economic downturn. An economic recovery (esp industrial) should boost BOC.

Another huge gain for BOC will come with the building of the pipeline + other infrastructure requiring metal...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Horton
#6 Posted : Monday, March 08, 2010 10:05:33 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
@VVS,

I dunno about BOC, coz their main clientelle are pretty much shifting to their very own chemical o2 generators/n2 extractors eg hospitals. And besides at a pe of 19(and rising...i dont know!!)

BTW...where did u see the HY10 results for Carb?? quite impressive
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VituVingiSana
#7 Posted : Monday, March 08, 2010 10:31:28 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Horton wrote:
@VVS,

I dunno about BOC, coz their main clientelle are pretty much shifting to their very own chemical o2 generators/n2 extractors eg hospitals. And besides at a pe of 19(and rising...i dont know!!)

BTW...where did u see the HY10 results for Carb?? quite impressive

BOC has many advantages. Quality being one of them. For some uses esp medical... the quality of o2 cant be compromised...

nse website
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Horton
#8 Posted : Monday, March 08, 2010 10:43:24 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi


nse website
[/quote]

Would u have a link by any chance?? cant seem to find it...cheers
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VituVingiSana
#9 Posted : Monday, March 08, 2010 11:00:42 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Horton wrote:


nse website


Would u have a link by any chance?? cant seem to find it...cheers
[/quote]
NSE.co.ke or rich.co.ke
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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muganda
#10 Posted : Monday, March 08, 2010 11:42:01 AM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
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