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UNGA anyone?
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murchr
#661 Posted : Tuesday, December 10, 2013 6:30:02 AM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Following
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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Aguytrying
#662 Posted : Tuesday, December 10, 2013 1:50:56 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
this is good. but I don't see why it'll cause a price drop. unless Mr market loses his head or unless ennsvalleys sells its shares. I appreciate the cause of the dilution. it tempting to buy this share, but requires patience after that!!!

one day this company will be taken over just like rea vipingo, I have been having that feeling
The investor's chief problem - and even his worst enemy - is likely to be himself
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mwekez@ji
#663 Posted : Saturday, December 14, 2013 1:01:17 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Unga top owner earns Sh4.6bn in miller’s supplies ---> http://www.businessdailyafrica....80/-/rjltyl/-/index.html
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mwekez@ji
#664 Posted : Saturday, December 14, 2013 1:33:06 PM
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Joined: 5/31/2011
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mwekez@ji
#665 Posted : Saturday, December 14, 2013 1:36:15 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
EPS - Kes. 4.09
DPS - Kes. 0.75
NBV - Kes. 39.06
MPS - Kes. 17.55

P/E - 4.29x
P/B - 0.45x
Div Yield - 4%
ROE - 10%

Attractive P/E and P/B. Average Div Yield. Low ROE.

..................................................................................................................................................................................................


What is the composition of their Property, Plant and Equipment?

Where can one get their Annual Report? They dont have a website and the annual report is not available in the following two sites:

1. http://www.investinginafrica.ne...change/listed-companies/

2. http://www.africanfinancials.co...y_list.aspx?countryUID=9
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Mastermind
#666 Posted : Saturday, December 14, 2013 1:50:03 PM
Rank: Veteran


Joined: 1/25/2012
Posts: 1,624
Location: Langley
mwekez@ji wrote:
EPS - Kes. 4.09
DPS - Kes. 0.75
NBV - Kes. 39.06
MPS - Kes. 17.55

P/E - 4.29x
P/B - 0.45x
Div Yield - 4%
ROE - 10%

Attractive P/E and P/B. Average Div Yield. Low ROE.

..................................................................................................................................................................................................


What is the composition of their Property, Plant and Equipment?

Where can one get their Annual Report? They dont have a website and the annual report is not available in the following two sites:

1. http://www.investinginafrica.ne...change/listed-companies/

2. http://www.africanfinancials.co...y_list.aspx?countryUID=9

http://www.cma.or.ke/ind...amp;id=37&Itemid=160
If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.
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mwekez@ji
#667 Posted : Saturday, December 14, 2013 2:06:04 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Mastermind wrote:
mwekez@ji wrote:
EPS - Kes. 4.09
DPS - Kes. 0.75
NBV - Kes. 39.06
MPS - Kes. 17.55

P/E - 4.29x
P/B - 0.45x
Div Yield - 4%
ROE - 10%

Attractive P/E and P/B. Average Div Yield. Low ROE.

..................................................................................................................................................................................................


What is the composition of their Property, Plant and Equipment?

Where can one get their Annual Report? They dont have a website and the annual report is not available in the following two sites:

1. http://www.investinginafrica.ne...change/listed-companies/

2. http://www.africanfinancials.co...y_list.aspx?countryUID=9

http://www.cma.or.ke/index.php?...amp;id=37&Itemid=160


Very good resource that. Muchas gracias @Mastermind.

I see some notes of 2013 AGM here but Annual Report ---> http://www.bankelele.co.ke/2013/11/unga-2013-agm.html
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murchr
#668 Posted : Saturday, December 14, 2013 5:09:31 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Mastermind wrote:
[quote=mwekez@ji]EPS - Kes. 4.09
DPS - Kes. 0.75
NBV - Kes. 39.06
MPS - Kes. 17.55

P/E - 4.29x
P/B - 0.45x
Div Yield - 4%
ROE - 10%

Attractive P/E and P/B. Average Div Yield. Low ROE.

..................................................................................................................................................................................................


What is the composition of their Property, Plant and Equipment?

Where can one get their Annual Report? They dont have a website and the annual report is not available in the following two sites:

1. http://www.investinginafrica.ne...change/listed-companies/

2. http://www.africanfinancials.co...y_list.aspx?countryUID=9

http://www.cma.or.ke/ind...mp;id=37&Itemid=160[/quote]

@Mastermind this is great, asante sana
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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guru267
#669 Posted : Sunday, December 15, 2013 10:16:43 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Unga group intends to sell prime non core land to finance acquisitions!

http://www.businessdaily...6/-/9x79jn/-/index.html

Watch this space!
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#670 Posted : Monday, December 16, 2013 1:05:30 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,118
Location: Nairobi
guru267 wrote:
Unga group intends to sell prime non core land to finance acquisitions!

http://www.businessdaily...6/-/9x79jn/-/index.html

Watch this space!
They said the same thing last year. The plot remains unsold. Plus don't get too excited since the plot has a land use restriction which diminishes its value as a commercial plot unless Unga [or the buyer] can get a "change of use" approval.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mwekez@ji
#671 Posted : Monday, December 16, 2013 8:59:40 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Millers raise prices as competition for maize intensifies

•The government is buying a 90kg bag at Sh3,000 for the strategic grain reserve (SGR) as it seeks to boost stocks ahead of an anticipated shortage from the ongoing harvest

•Millers have been paying farmers between Sh2,000 and Sh2,500 while traders have been offering as low as Sh1,800 for the 90 kilogramme bag

http://www.businessdailyafrica..../-/159u1nfz/-/index.html
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VituVingiSana
#672 Posted : Monday, December 16, 2013 9:29:11 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,118
Location: Nairobi
mwekez@ji wrote:
Millers raise prices as competition for maize intensifies

•The government is buying a 90kg bag at Sh3,000 for the strategic grain reserve (SGR) as it seeks to boost stocks ahead of an anticipated shortage from the ongoing harvest

•Millers have been paying farmers between Sh2,000 and Sh2,500 while traders have been offering as low as Sh1,800 for the 90 kilogramme bag

http://www.businessdailyafrica..../-/159u1nfz/-/index.html
Bad news for millers since they might not have the clout to raise prices at retail.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#673 Posted : Monday, December 16, 2013 3:39:40 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
guru267 wrote:
Unga group intends to sell prime non core land to finance acquisitions!

http://www.businessdaily...6/-/9x79jn/-/index.html

Watch this space!
They said the same thing last year. The plot remains unsold. Plus don't get too excited since the plot has a land use restriction which diminishes its value as a commercial plot unless Unga [or the buyer] can get a "change of use" approval.


WATCH THIS SPACE!!!
Mark 12:29
Deuteronomy 4:16
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young
#674 Posted : Monday, December 16, 2013 4:15:10 PM
Rank: Elder


Joined: 6/20/2007
Posts: 2,037
Location: Lagos, Nigeria
guru267 wrote:
VituVingiSana wrote:
guru267 wrote:
Unga group intends to sell prime non core land to finance acquisitions!

http://www.businessdaily...6/-/9x79jn/-/index.html

Watch this space!
They said the same thing last year. The plot remains unsold. Plus don't get too excited since the plot has a land use restriction which diminishes its value as a commercial plot unless Unga [or the buyer] can get a "change of use" approval.


WATCH THIS SPACE!!!



They are serious this time around to improve their cash flow.

Note:- I am not buying into this mid cap counter but it has
potentials for capital gains for speculative purposes.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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guru267
#675 Posted : Monday, February 17, 2014 9:28:47 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
22.50 with a high of 23.5 and looks to be headed higher.. Laughing out loudly Applause Laughing out loudly Applause Laughing out loudly Applause

It sure feels ecstatic to make a clean 25% paper gains in like three months...

I hope half year results don't disappoint!Pray Pray Pray
Mark 12:29
Deuteronomy 4:16
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Boris Boyka
#676 Posted : Monday, February 17, 2014 9:57:18 PM
Rank: Veteran


Joined: 11/15/2013
Posts: 1,977
Location: Here
guru267 wrote:
22.50 with a high of 23.5 and looks to be headed higher.. Laughing out loudly Applause Laughing out loudly Applause Laughing out loudly Applause

It sure feels ecstatic to make a clean 25% paper gains in like three months...

I hope half year results don't disappoint!Pray Pray Pray

@guru 267 your portfolio is doing well save for coop n HAfrk meanwhile Nway they won't disappoint
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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The optimist
#677 Posted : Wednesday, April 23, 2014 12:22:20 PM
Rank: Member


Joined: 6/14/2010
Posts: 521
Location: Nairobi
guru267 wrote:
22.50 with a high of 23.5 and looks to be headed higher.. Laughing out loudly Applause Laughing out loudly Applause Laughing out loudly Applause

It sure feels ecstatic to make a clean 25% paper gains in like three months...

I hope half year results don't disappoint!Pray Pray Pray
24.5
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VituVingiSana
#678 Posted : Wednesday, April 23, 2014 2:01:50 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,118
Location: Nairobi
The Year End is 30 June so there's still 4-6 months before the results for 2013-14 are available. There are a lot of brands in the stores vs 10 years ago. Is Unga as dominant as it used to be?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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cnn
#679 Posted : Wednesday, April 23, 2014 2:13:05 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,619
@vvs..this used to be one of your favorites some time back.Are you still in? Also which other counters if any do you hold at the moment?
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VituVingiSana
#680 Posted : Wednesday, April 23, 2014 3:16:23 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,118
Location: Nairobi
cnn wrote:
@vvs..this used to be one of your favorites some time back.Are you still in? Also which other counters if any do you hold at the moment?
I like it as a firm and I am still in. The overall sector will grow but Unga's place in it worries me a lot. It needs different thinking which leverages its assets rather than a complete new direction which costs (Rights) money! If the Ndegwas are ready to let someone else control the firm then a strong strategic partner can come in...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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