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Kapchorua Tea HY15 EPS up 110%

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Pesa Nane		#1 Posted : Tuesday, November 17, 2015 10:41:55 AM
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c		Pesa Nane plans to be shilingi when he grows up.
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mlennyma		#2 Posted : Tuesday, November 17, 2015 10:49:32 AM
Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi		Congrats pesa nane,your immense contribution on detailed reports is worth some praise "Don't let the fear of losing be greater than the excitement of winning."
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Sam_Kibs		#3 Posted : Tuesday, November 17, 2015 11:12:51 AM
Rank: New-farer Joined: 7/1/2015 Posts: 67		Pesa Nane wrote: issued shares after bonus issue of 1:1 should be half of the 25 i.e around or back to where it was “It’s no good, it’s no good!” says the buyer— then goes off and boasts about the purchase-Proverbs 20:14
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VituVingiSana		#4 Posted : Tuesday, November 17, 2015 7:09:55 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi		Sam_Kibs wrote: Pesa Nane wrote: issued shares after bonus issue of 1:1 should be half of the 25 i.e around or back to where it was Good point and they should have adjusted for it by showing the 'diluted' EPS. Nevertheless, the PAT & effective EPS has doubled even after ignoring biological gains. Good show! Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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sparkly		#5 Posted : Tuesday, November 17, 2015 10:07:03 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		VituVingiSana wrote: Sam_Kibs wrote: Pesa Nane wrote: issued shares after bonus issue of 1:1 should be half of the 25 i.e around or back to where it was Good point and they should have adjusted for it by showing the 'diluted' EPS. Nevertheless, the PAT & effective EPS has doubled even after ignoring biological gains. Good show! Finance income most likely a result of the weak shilling. Revaluation of biological assets (tea bushes) is arbitrary. Good show on the improved profit from operations though still low considering that the turnover is 0.5B. I find the tea companies rather stingy on operating costs information. Life is short. Live passionately.
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VituVingiSana		#6 Posted : Tuesday, November 17, 2015 10:32:35 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi		sparkly wrote: VituVingiSana wrote: Sam_Kibs wrote: Pesa Nane wrote: issued shares after bonus issue of 1:1 should be half of the 25 i.e around or back to where it was Good point and they should have adjusted for it by showing the 'diluted' EPS. Nevertheless, the PAT & effective EPS has doubled even after ignoring biological gains. Good show! Finance income most likely a result of the weak shilling. Revaluation of biological assets (tea bushes) is arbitrary. Good show on the improved profit from operations though still low considering that the turnover is 0.5B. I find the tea companies rather stingy on operating costs information. Tea is FMCG. It's hard to get higher margins in the commodity business. Tea sold as a commodity has low margins. If anything, these are good margins. The ultimate parent [Williamson UK] does get plenty of cream at the top with the branded business. A lesson for KETEPA & KTDA... tap the retail market like Tata-Tetley have done. What I like about Williamson and Kapchorua is they have locked in sales of their produce i.e. they don't speculate. They produce what they have already sold. It doesn't always work out to their benefit but overall it's good management. Kakuzi does a good job by publishing a mini-annual report with lots of data vs the rest. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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sparkly		#7 Posted : Tuesday, November 17, 2015 11:19:08 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		VituVingiSana wrote: sparkly wrote: VituVingiSana wrote: Sam_Kibs wrote: Pesa Nane wrote: issued shares after bonus issue of 1:1 should be half of the 25 i.e around or back to where it was Good point and they should have adjusted for it by showing the 'diluted' EPS. Nevertheless, the PAT & effective EPS has doubled even after ignoring biological gains. Good show! Finance income most likely a result of the weak shilling. Revaluation of biological assets (tea bushes) is arbitrary. Good show on the improved profit from operations though still low considering that the turnover is 0.5B. I find the tea companies rather stingy on operating costs information. Tea is FMCG. It's hard to get higher margins in the commodity business. Tea sold as a commodity has low margins. If anything, these are good margins. The ultimate parent [Williamson UK] does get plenty of cream at the top with the branded business. A lesson for KETEPA & KTDA... tap the retail market like Tata-Tetley have done. What I like about Williamson and Kapchorua is they have locked in sales of their produce i.e. they don't speculate. They produce what they have already sold. It doesn't always work out to their benefit but overall it's good management. Kakuzi does a good job by publishing a mini-annual report with lots of data vs the rest. Some creaming at the bottom too since Williamson UK sells inputs to Kenya and provides management services. Life is short. Live passionately.
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VituVingiSana		#8 Posted : Wednesday, November 18, 2015 2:25:58 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi		sparkly wrote: VituVingiSana wrote: sparkly wrote: VituVingiSana wrote: Sam_Kibs wrote: Pesa Nane wrote: issued shares after bonus issue of 1:1 should be half of the 25 i.e around or back to where it was Good point and they should have adjusted for it by showing the 'diluted' EPS. Nevertheless, the PAT & effective EPS has doubled even after ignoring biological gains. Good show! Finance income most likely a result of the weak shilling. Revaluation of biological assets (tea bushes) is arbitrary. Good show on the improved profit from operations though still low considering that the turnover is 0.5B. I find the tea companies rather stingy on operating costs information. Tea is FMCG. It's hard to get higher margins in the commodity business. Tea sold as a commodity has low margins. If anything, these are good margins. The ultimate parent [Williamson UK] does get plenty of cream at the top with the branded business. A lesson for KETEPA & KTDA... tap the retail market like Tata-Tetley have done. What I like about Williamson and Kapchorua is they have locked in sales of their produce i.e. they don't speculate. They produce what they have already sold. It doesn't always work out to their benefit but overall it's good management. Kakuzi does a good job by publishing a mini-annual report with lots of data vs the rest. Some creaming at the bottom too since Williamson UK sells inputs to Kenya and provides management services. Probably, but I haven't seen too much of it though that can be 'hidden' since minority shareholders have no access to the tendering for plant & equipment & management fee info. That said, I trust the management/board/majority owner. I did raise concerns with them and they did respond. So far I have done well with WTK/KTC but coz I bought right. A greater concern is not the management of Williamson but the thugs masquerading as MCAs and governors where their farms are located. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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