Kakuzi 72/- & poised to go higher as Tea prices continue staying high while production booms thanks to rains.
Sasini 12.55 & supply dries up. Tea & coffee prices up. Rain, rain is the icing. merali notwithstanding. I would sell out coz the cream will be skimmed.
Williamson 180 but lots of potential. 1H EPS was 24/- (some of it biological gains) but this will be converted to cash as tea sales are brisk. Demand for tea remains unabated. Book value 300+. Also owns large part of a nice building in Community.
Kapchorua 135 is Williamson's younger sister & same goes here. Apparently they had acquired a farm 2 years ago. It is paying off. 1H EPS 11+ & debt almost paid off. Debt-free is a nice place to be. A revalued book value could be over 200/- & a lot of it would be new cash from sales.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett