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Agriculture Stocks - Moto Moto
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sparkly
#51 Posted : Saturday, March 06, 2010 7:13:28 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
...produce a decent mini semi-annual report... I wish I had a copy...
[/quote] @VVS
got a copy, cash at end of six months ending 30 june 2009 minus 12.5m compared to minus 201m for 6 months to june 2008. paid 112m in short term and long term loans. generated 98m from operations.
Life is short. Live passionately.
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Gordon Gekko
#52 Posted : Saturday, March 06, 2010 8:11:43 AM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
Should'nt the price movement of Mumias be directly correlated with agrics?
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VituVingiSana
#53 Posted : Saturday, March 06, 2010 8:54:08 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Gordon Gekko wrote:
Should'nt the price movement of Mumias be directly correlated with agrics?

No cox Mumias is an agro-industrial (really more industrial than agro)
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#54 Posted : Saturday, March 06, 2010 8:56:43 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
sparkly wrote:
...produce a decent mini semi-annual report... I wish I had a copy...
@VVS
got a copy, cash at end of six months ending 30 june 2009 minus 12.5m compared to minus 201m for 6 months to june 2008. paid 112m in short term and long term loans. generated 98m from operations. [/quote]

There u go coz Kakuzi has paid off its loans & is almost cash positive. Cash flow from Ops shows huge turnaround.

The 6 months (Jul-Dec 2009) is likely to have been even better cash positive for Kakuzi.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#55 Posted : Monday, March 08, 2010 9:14:29 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Mama Mia, these agriculturals... who would have thought?
Life is short. Live passionately.
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VituVingiSana
#56 Posted : Monday, March 08, 2010 9:34:06 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
sparkly wrote:
Mama Mia, these agriculturals... who would have thought?

Dont say I did not tell you...

I have been touting Williamson (& sister Kapchorua indirectly) for ages. I am out of cash or I would have buy more...

Kapchorua had 1/2 year EPS of 24.17 (Full Year 2008-9 was 17.87). Tea prices are still 50% higher than same time last year. KShs has weakened.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Horton
#57 Posted : Monday, March 08, 2010 10:18:19 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
should be a great year for Kenya...
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VituVingiSana
#58 Posted : Monday, March 08, 2010 10:38:57 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Rare shares on offer - Limuru Tea...

I know tea prices are high but I love the Limuru area... Really nice weather... I wonder what the land they have is worth...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Scubidu
#59 Posted : Monday, March 08, 2010 11:45:40 AM
Rank: Veteran

Joined: 9/4/2009
Posts: 700
Location: Nairobi
Limuru is grossly overvalued and illiquid...no cashflow in this business and will only benefit shareholders who got in b4 the bonus. All other agriculturals look viable apart from Rea Vipingo.
“We are the middle children of history man, no purpose or place. We have no great war, no great depression. Our great war is a spiritual war, our great depression is our lives!" – Tyler Durden
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the deal
#60 Posted : Monday, March 08, 2010 12:14:31 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
be fearful when others are greedy...everybody is taking a plunge into this sameer companies and agri stocks...wasnt it sasini who recently released dismal results....i like kakuzi...but rea vipingo i gues has reached its zenith...
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