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Agriculture Stocks - Moto Moto
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VituVingiSana
#61 Posted : Monday, March 08, 2010 12:27:42 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
@scubidu - If you look past just the Tea (which is at a high) there is the land...

BTW, maybe Unilever will buy out (or sell out) Limuru... I do not understand why it is still listed when the much larger Brooke Bond (Unilever Tea) was delisted.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Scubidu
#62 Posted : Monday, March 08, 2010 12:45:26 PM
Rank: Veteran

Joined: 9/4/2009
Posts: 700
Location: Nairobi
@vvs. There's a reason why people like Baloo Patel are still in Limuru...and you're right they are counting on the land revaluation. Is there a high probability that this will happen?

@the deal. Sasini is a sound counter...with cashflows...it's performance was not dismal, dividends and returns from ordinary trading activities was better than even Williamson...I bought Sasini at 4bob almost a year ago and haven't looked back...it's fair value is about 10bob IMHO.
“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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sheep
#63 Posted : Monday, March 08, 2010 1:47:14 PM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
I bought Kakuzi at what I thought was an over-extended price of 40,Today Ive bagged SASINI AT 10.50,now its for the market to tell me whether I am right or wrong...I wont argue with it.
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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VituVingiSana
#64 Posted : Monday, March 08, 2010 3:42:18 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
@scubidu - I regret not buying sasini @4 but I disdain merali... Take ur profits & run!

@sheep - Glad to hear on Kakuzi
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#65 Posted : Tuesday, March 09, 2010 6:42:14 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Kapchorua 1H 2009-10 EPS was 11.45 (current price 127/-)
Assumption that EPS is 2x for full year = 23/-
P/E is less than 6
P/B is 0.7
Only 3,912,000 shares
Total debt is only 20mn (5/- per share)!!!

Williamson 1H 2009-10 EPS was 24.18 (current price 192/-)
Assumption that EPS is 2x for full year = 48/-
P/B is 0.7
P/E is 4
8,756,320 shares
Total debt is 140mn (15/- per share)
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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B.Timer
#66 Posted : Tuesday, March 09, 2010 7:35:25 AM
Rank: Veteran

Joined: 5/31/2008
Posts: 1,076

Its is trully the season for Agriculturals.
Even the ever dormant Eaagads is up and running.
Dunia ni msongamano..
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sparkly
#67 Posted : Tuesday, March 09, 2010 7:43:19 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
flabbergasted, Kakuzi is now at 65. i think it will hit 70 in the week. A 100% rise in one month!
Life is short. Live passionately.
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cnn
#68 Posted : Tuesday, March 09, 2010 7:55:44 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
sasini gets to 13 and my initial investment at 6.50 is doubled,got grredy and bought more at 11 yesterday.
@vvs..the earnings you give must be inclusive of biological assets value,what if you strip that and are left with the core tea business?
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2012
#69 Posted : Tuesday, March 09, 2010 8:56:15 AM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
VituVingiSana wrote:
I disdain merali... Take ur profits & run!i


@vvs, seriously, what's your beef with Merali?

BBI will solve it :)
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Real
#70 Posted : Tuesday, March 09, 2010 9:31:10 AM
Rank: Member

Joined: 5/30/2008
Posts: 20
Hi all,

We live life and dream dreams. To be successful be real
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