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Flame Tree Group HY18
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Fyatu
#21 Posted : Thursday, November 08, 2018 11:01:19 AM
Rank: Veteran


Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
rwitre wrote:
VituVingiSana wrote:
rwitre wrote:
I don’t get the bile against FTGH.
- Well managed firm
- Simple, clear businesses in its portfolio
- Expanding
- Profitable

Which is way more than you can say about most NSE companies. Not giving out dividend but instead ploughing back the proceeds into growing the company and shareholder value is better than dishing them out then taking up more debt or calling for a rights issue.

Falling price? Hello…blood is everywhere this bear season.

“Price is what you pay, value is what you get”

I'd argue that at the current price FTGH is a buy and hold.
Applause Applause Applause I am out of cash until the next set of dividends come in and/or Rubis sends me a chq. Currently it is one of Tier 3 investments for me but one worth looking at in the future.


Interesting...FTGH hasn't traded a single share this week. Insiders totally refusing to sell. Weak hands shaken out? Signs of a bottom?


Kanini kaseo..
Dumb money becomes dumb only when it listens to smart money
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rwitre
#22 Posted : Thursday, December 27, 2018 4:25:59 PM
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Joined: 3/8/2018
Posts: 507
Location: Nairobi
2.55 Free fall.
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tom_boy
#23 Posted : Friday, February 15, 2019 8:38:18 AM
Rank: Member


Joined: 2/20/2007
Posts: 767
rwitre wrote:
2.55 Free fall.


2.40. Is this opportunity staring investors in the face.

Are they likely to have had a tough year despite signs of mid year recovery? Importing stuff has been made hell by tumbileee. Likely to imparct on them.
They must find it difficult....... those who have taken authority as the truth, rather than truth as the authority. -G. Massey.
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rwitre
#24 Posted : Friday, February 15, 2019 10:15:05 AM
Rank: Member


Joined: 3/8/2018
Posts: 507
Location: Nairobi
tom_boy wrote:
rwitre wrote:
2.55 Free fall.


2.40. Is this opportunity staring investors in the face.

Are they likely to have had a tough year despite signs of mid year recovery? Importing stuff has been made hell by tumbileee. Likely to imparct on them.


shhh.....don't attract attention to it. We're quietly stocking up.
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tom_boy
#25 Posted : Friday, February 15, 2019 1:31:46 PM
Rank: Member


Joined: 2/20/2007
Posts: 767
rwitre wrote:
tom_boy wrote:
rwitre wrote:
2.55 Free fall.


2.40. Is this opportunity staring investors in the face.

Are they likely to have had a tough year despite signs of mid year recovery? Importing stuff has been made hell by tumbileee. Likely to imparct on them.


shhh.....don't attract attention to it. We're quietly stocking up.

Ooops, pole
They must find it difficult....... those who have taken authority as the truth, rather than truth as the authority. -G. Massey.
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tom_boy
#26 Posted : Friday, February 15, 2019 6:07:40 PM
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Joined: 2/20/2007
Posts: 767
How early before yr end or announcing results is a firm required to give a profit warning if applicable, according to CMA.
They must find it difficult....... those who have taken authority as the truth, rather than truth as the authority. -G. Massey.
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Angelica _ann
#27 Posted : Saturday, February 16, 2019 7:50:26 AM
Rank: Elder


Joined: 12/7/2012
Posts: 11,908
tom_boy wrote:
How early before yr end or announcing results is a firm required to give a profit warning if applicable, according to CMA.


1 day to announcing results
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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VituVingiSana
#28 Posted : Tuesday, April 16, 2019 12:59:34 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
Even though Cyclone Idai hit Southern Africa, including Mozambique, in 2019, it makes sense for Flame Tree to provide for potential losses in the region.

I wonder if their factories and machinery was severely affected but the business definitely will be affected given the devastation. Downed power lines, flooded roads, etc will hurt the business.

Of course, there's also an opportunity now that rebuilding takes place. Homes and offices will need tanks.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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rwitre
#29 Posted : Wednesday, April 24, 2019 10:07:18 AM
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Joined: 3/8/2018
Posts: 507
Location: Nairobi
Chaps waiting until the very last day to release results?
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Ericsson
#30 Posted : Wednesday, April 24, 2019 10:12:56 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
rwitre wrote:
Chaps waiting until the very last day to release results?

Add to that Jubilee Holdings and KQ
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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