wazua Fri, Feb 7, 2025
Welcome Guest Search | Active Topics | Log In | Register

2 Pages<12
Top counters to watch before DEC?
speculator
#21 Posted : Tuesday, August 10, 2010 7:08:48 PM
Rank: New-farer


Joined: 12/1/2009
Posts: 75
Location: nairobi
Njunge wrote:
@Winston,
Where?...A few facts.First half was damn good.MSC managed to choke 140,000 metric tonnes of sugar against 98,000 tonnes in the second half....Less money don't you agree?Factor in the fact that the much hyped Cogen hasn't taken off well and the money maker here is KPLC in terms of penalties....cough!...Second half.No cane.As i post,factory operations are stopped for 48 hours due to lack of mature cane...cough!!...and the situation will not improve til beginning of 2011....Go ahead and buy....It's your funeral....lol
. Where does Tarda project falls in this picture?. What about Comesa protection which come to an end in 2012?. This stock has been tipped as growth stock here at wazua.
Njung'e
#22 Posted : Tuesday, August 10, 2010 7:22:32 PM
Rank: Elder


Joined: 2/7/2007
Posts: 11,935
Location: Nairobi
@Obi,
Hapo sana...More Equity....and i would throw in a few shillings on HFCK too.
Nothing great was ever achieved without enthusiasm.
2012
#23 Posted : Tuesday, August 10, 2010 7:23:53 PM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
qw25041985 wrote:
work 4 u . How abt u buy all the counters coz plain and simple we ar in a BULL MARKET !!!


Are we now? I don't think so. I think we've started seeing a wait and see strategy by investors and that can only lead to anxiety, pessimism and panic selling. I could be wrong but I see a temporary bear. Let's see how investors interpret the KCB rights issue up take.

BBI will solve it
:)
Njung'e
#24 Posted : Tuesday, August 10, 2010 7:31:25 PM
Rank: Elder


Joined: 2/7/2007
Posts: 11,935
Location: Nairobi
Tarda is far from being a reality....Your next bet would be the ethanol plant and if i am not wrong,production starts late 2011....and yes MSC is a growth stock in the long run.What i am almost certain is that it will not perform well in the next 6 months which will affect the overall performance for the year.....For me this presents a chance of picking more starting September and i can confidently see it dipping below 10......again you don't have to take my word coz stocks are easily buoyed by positive sentiments of the marigiti.

Ironically,dry weather favours the Kenyan sugar industry by far unlike rainy seasons save for cane fire risks.Less trash,mud and water in cane means more sucrose and hence improved extraction.
Nothing great was ever achieved without enthusiasm.
ProverB
#25 Posted : Tuesday, August 10, 2010 7:33:26 PM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
1. ScanGroup
2. Standard Chartered Bank
3. Crown Berger
4. CFC Stanbic Holdings
5. Co-operative Bank of Kenya
6. Athi River Mining
7. British American Tobacco Kenya
8. Housing Finance Co
9. NIC Bank
10. Standard Group
11. Express
12. AccessKenya Group
13. Barclays Bank
14. Diamond Trust Bank Kenya
15. E.A.Portland Cement
16. Equity Bank
Highest climbers last 3 months...worth watching..sieve and make a choice of 6
Cut out those whose performance is tied to corporate action..book closure,rights/bonus etc..unless that corp action is in dec! smile smile
Pay special attention to guys that did pathetic fundamentally las year..this year is way better..thus crap like kq, access and CFC make sweet call for speculators..

settle based on comparative quarters 1&2 performance..
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
slykat
#26 Posted : Tuesday, August 10, 2010 8:37:40 PM
Rank: Member


Joined: 2/20/2007
Posts: 359
mkonomtupu wrote:
Am wondering about Kakuzi and the like given that the new katiba bars foreigners from having freehold title and the 999 year leases are being converted to 99 years what happens to the large holding


Worry no more, a legal entity registered with some Kenyan owners and paying taxes in Kenya is Kenyan not foreign.

Leases for a productive, environmentally sound, publicly listed company will almost certainly always be renewed when due.

@Njunge,

You are giving those who know you the jitters... if anyone clicks sugar politics, it is Njunge...oh, yes closely followed by the European Commission..what! say again.
VituVingiSana
#27 Posted : Tuesday, August 10, 2010 9:49:51 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
@njunge - What's the deal with penalties concerning Mumias & KPLC???
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Horton
#28 Posted : Wednesday, August 11, 2010 9:25:45 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
guru267 wrote:
oam wrote:
Which counters do we expect to see aceleretd growth before DEC....

JHL



Agree with u here
qw25041985
#29 Posted : Wednesday, August 11, 2010 9:36:20 AM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Athi River Mining !!! Glory days are ahead .
Your future depends on your dreams so go to sleep !
Horton
#30 Posted : Wednesday, August 11, 2010 10:10:32 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
qw25041985 wrote:
Athi River Mining !!! Glory days are ahead .



competition is getting its game face on.....

lets face it ARMs cement aint the best(ask any contractor); fertilizer, granite and ceiling can be done b anyone no competitive advantage there, growth is shallowing out...so pray tell why are its better days ahead dude?

Bamburi, port, possibly coz of the construction frenzy the region is going to go thru in the next coupla years...ARM...ermm dunno...
cnn
#31 Posted : Wednesday, August 11, 2010 10:33:19 AM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,619
@HORTON,i agree i dont see the much talked ARM in the competition environment it has to face.I dare say the share price is much to expensive,100 bob would be more like it.
Njung'e
#32 Posted : Wednesday, August 11, 2010 10:37:16 AM
Rank: Elder


Joined: 2/7/2007
Posts: 11,935
Location: Nairobi
@VVS,
The power purchase agreement stipulates for plant outage penalties which ironically favours KPLC by miles.........I do not have the actual figures but i have reason to believe that MSC has forked out more in penalties than they have made from the power plant.....This stays unless crushing improves or the PPA is re-negotiated.

@slykat,
Don't panick...Were we not happy to pick MSC at 2.90 early last year?
Nothing great was ever achieved without enthusiasm.
ProverB
#33 Posted : Wednesday, August 11, 2010 11:03:38 AM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
qw25041985 wrote:
Athi River Mining !!! Glory days are ahead .

..
someone factor in cement imports..way cheaper..they have to play a factor to eventual turnover rates in the industry.
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
winston
#34 Posted : Wednesday, August 11, 2010 11:52:26 AM
Rank: Member


Joined: 4/14/2010
Posts: 806
Location: Nairobi
@njunge...when are the MSC results coming out?
Njung'e
#35 Posted : Wednesday, August 11, 2010 12:01:14 PM
Rank: Elder


Joined: 2/7/2007
Posts: 11,935
Location: Nairobi
@Winston,
Before Sept. 30th
Nothing great was ever achieved without enthusiasm.
Users browsing this topic
Guest (2)
2 Pages<12
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Copyright © 2025 Wazua.co.ke. All Rights Reserved.