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Despite the rally, notable laggards.
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cnn
#41 Posted : Thursday, January 21, 2010 12:36:38 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
Kenya re at below 13 is a buy for me.I bailed out of HFCK at 19,even if you give it a 50% growth its PE will still be in the range of 15.
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VituVingiSana
#42 Posted : Thursday, January 21, 2010 1:26:22 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
@the deal:

KQ traded 4.3mn shares!!! The initial trading was a feint...

After lunch the trades JUMPED... I saw a single trade for 1mn shares!!!
And then KQ closed at 57 i.e. sellers had disappeared & buyers were inching the price up.

Kesho will be interesting for KQ.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mukiha
#43 Posted : Thursday, January 21, 2010 2:06:34 PM
Rank: Elder

Joined: 6/27/2008
Posts: 4,114
Did anyone here buy KQ at sh20 on 30th Sept?

Gosh, you must be truly happy!
Nothing is real unless it can be named; nothing has value unless it can be sold; money is worthless unless you spend it.
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kishindo
#44 Posted : Friday, January 22, 2010 10:26:37 AM
Rank: Member

Joined: 1/11/2008
Posts: 121
@ mukiha..mine was just pure luck got some 3k in march @17...got off at 50...had no strategy,and paka has been gooooood to me,been accumulating at an average of 2.60 since feb 2009 n got off at 4 bob. I use paka,olympia,mumias & express to speculate...these 'badly performing'counters.
however,i'm really itching to get back into KQ..but maybe i'm becoming greedy!
Less is more....for Architects only!!
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mukiha
#45 Posted : Friday, January 22, 2010 10:34:34 AM
Rank: Elder

Joined: 6/27/2008
Posts: 4,114
@kishindo; Good for you!
Nothing is real unless it can be named; nothing has value unless it can be sold; money is worthless unless you spend it.
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guru267
#46 Posted : Friday, January 22, 2010 10:37:17 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@mukiha u can't get into Kq now.. its not supported by any fundamentals at this price... its rising purely on foreign speculation and interest which is starting to wane.. i dont see any more upside from here Shame on you
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#47 Posted : Friday, January 22, 2010 11:14:09 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
@guru I am NOT saying you are wrong... lakini what lack of fundamentals are you talking about for KQ?

As for share price... I do not know but I am reasonably confident that their financial performance will be much better than last year EVEN after 'discounting' the Hedge Losses.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#48 Posted : Friday, January 22, 2010 11:15:36 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
kishindo wrote:
paka has been gooooood to me,been accumulating at an average of 2.60 since feb 2009 n got off at 4 bob. I use paka,olympia,mumias & express to speculate...these 'badly performing'counters.
however,i'm really itching to get back into KQ..but maybe i'm becoming greedy!


On paka you are brave. I never go into paka coz scared of merali lakini maybe I will try your strategy!!!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#49 Posted : Friday, January 22, 2010 3:52:45 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
@guru I am NOT saying you are wrong... lakini what lack of fundamentals are you talking about for KQ?

As for share price... I do not know but I am reasonably confident that their financial performance will be much better than last year EVEN after 'discounting' the Hedge Losses.




the reason analysts have priced this stock btwn 33-41 is simply when its profits turn positive this year so will its P/E and thats when u'll see what i'm talking about...

full year P.A.T must be above 2billion to even have a small chance at supporting current price.. i just dont see that for 2010
right now the risk is MUCH higher than the reward.
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#50 Posted : Monday, January 25, 2010 7:20:37 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
@guru:

2bn PAT = EPS of 4.32

With or without Hedges?

With Hedge Gains (based on 1H 2009-10 results)... PAT will be above 2bn
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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