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2011 Results Expectations for Tranny & EA Cables
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mkeiy
#21 Posted : Wednesday, March 21, 2012 3:15:01 PM
Rank: Member

Joined: 1/27/2012
Posts: 851
Location: Nairobi
Cde Monomotapa wrote:
the deal wrote:
If cables does well TCL will do well.

Would you know EA Cables % weighting in TCL's portfolio? If its significant and Cables does well, then Tranny will be redeemed.


If EACables is going to redeem Tranny, why bother buying a "redemee" when you can get the redeemer? Any reason?
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Cde Monomotapa
#22 Posted : Wednesday, March 21, 2012 6:25:09 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
mkeiy wrote:
Cde Monomotapa wrote:
the deal wrote:
If cables does well TCL will do well.

Would you know EA Cables % weighting in TCL's portfolio? If its significant and Cables does well, then Tranny will be redeemed.


If EACables is going to redeem Tranny, why bother buying a "redemee" when you can get the redeemer? Any reason?

Laughing out loudly actually there is no reason as to hold the "redemee" in those circumstances.
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Cde Monomotapa
#23 Posted : Wednesday, March 21, 2012 6:28:55 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Cde Monomotapa wrote:
mkeiy wrote:
Cde Monomotapa wrote:
the deal wrote:
If cables does well TCL will do well.

Would you know EA Cables % weighting in TCL's portfolio? If its significant and Cables does well, then Tranny will be redeemed.


If EACables is going to redeem Tranny, why bother buying a "redemee" when you can get the redeemer? Any reason?

Laughing out loudly actually there is no reason as to hold the "redemee" in those circumstances.

but then again, if the other portfolio companies under Tranny are an added advantage, then it qualifies as a buy.
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guru267
#24 Posted : Wednesday, March 21, 2012 7:57:49 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Keep away from TRANNY!!!
Mark 12:29
Deuteronomy 4:16
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the deal
#25 Posted : Wednesday, March 21, 2012 8:43:23 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
guru267 wrote:
Keep away from TRANNY!!!

At the right price Tranny is a buy.
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guru267
#26 Posted : Wednesday, March 21, 2012 8:51:01 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
the deal wrote:
guru267 wrote:
Keep away from TRANNY!!!

At the right price Tranny is a buy.


What is the right price?? I give it a fair value of 12-15bob with a chance of going below 10bob... so I do not see why anyone would burn up their money at the 20bob level..
Mark 12:29
Deuteronomy 4:16
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Aguytrying
#27 Posted : Wednesday, March 21, 2012 9:20:46 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
What expectation!? An expectation is something positive, there are no expectations here, just dreams, hopes and visions
The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying
#28 Posted : Wednesday, March 21, 2012 10:51:42 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
I'm not hating(maybe a bit) these two reek of another paka and sameer ,AK. wouldnt touch them until i see something concrete
The investor's chief problem - and even his worst enemy - is likely to be himself
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Cde Monomotapa
#29 Posted : Thursday, March 22, 2012 7:47:34 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Aguytrying wrote:
there are no expectations here, just dreams, hopes and visions

Laughing out loudly Laughing out loudly
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mlennyma
#30 Posted : Thursday, March 22, 2012 9:17:05 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Tranny talked of exercising caution when dealing with it and caution can only cut both ways +ve and -ve
"Don't let the fear of losing be greater than the excitement of winning."
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