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Briatm, Britam, Britam sounds like sweet candy!
obiero
#761 Posted : Saturday, June 11, 2016 7:34:12 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,224
Location: nairobi
Spikes wrote:
obiero wrote:
obiero wrote:
researchfirst wrote:
Spikes wrote:
mlennyma wrote:
mlennyma wrote:
researchfirst wrote:
This discussion is becoming ridiculous. Actually read the article in BD, there are no "shocking revelations" and there is absolutely nothing in it to indicate that "Brtiam is run like a personal property." Some wazuans in this discussion are just upset that they bailed too early on the stock and are now (and have been for a while) desperately trying to talk the stock down to buy back in. It has not worked so far and is not going to work. Britam is an undervalued stock with a promising future. It will hit 18 this year.

and by the look of things 14 to print will be a fierce battle

the fight is still whether to lose the 14 handle as I predicted and I expect a slight dive after books close before a comeback to fight losing 14 once more


After books close next stop is @Researchfirst's buy price. I'll consult cartoons whether to jump in or wait for a deeper slide.


@spikes. I don't think so. I am still confident we are heading to 18. Historically, BRIT rebounds very quickly from a minor selloff at book closure. Some may argue that the ride may be a bit more bumpy this year because of profit taking from recent rally, but I'm not convinced. There has been a lot of supply that refused to come down from the 15 mark. You took your profits, but a lot did not. All those buyers who jumped in when you sold (13.50?) are still holding on. 14 has been stubborn and I think this is where the fight will continue to take place.

That said, you may be surprised to hear from me that I actually tend to agree with you on the H1 results. I don't think they are going to be so spectacular as to be a catalyst for a major move up. My argument is rather that the main reason BRIT took a dive in 2015 was Rawat. That issue will be fully and finally cleared at AGM.

As I see it, we will hold at around 14 now (with a bias to the upside), get a bump after AGM, and a bump after H1 (which will be better than FY15 and will pull some institutional guys back in). From then - assuming election stuff does not get out of control and tank the whole market - I think a rising tide will lift all ships. In BRIT's case, right to my 18 mark.

13.5 clocked today. the share is on yassers list. buy at own peril.

will go sub 13.5 on Tuesday. thank me later


@obiero you tend to analyse other stocks properly only KQ you go wrong.

Thanks @spikes.. KQ will turn, I am close to key sources of information. That's why I sold the initial lot of over 60,000 shares and rebuilt on lower price entry..

Aguytrying
#762 Posted : Sunday, June 12, 2016 4:00:24 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
@research. The daily following of price and demand supply is an exercise in futility. It is near impossible to predict the direction and things can change in minutes/ hours not even days.

Remember in the short term the market is a voting machine but in the long term it's a weighing machine.
The investor's chief problem - and even his worst enemy - is likely to be himself
researchfirst
#763 Posted : Sunday, June 12, 2016 7:35:38 PM
Rank: Member

Joined: 2/24/2015
Posts: 154
Location: Nairobi
Aguytrying wrote:
@research. The daily following of price and demand supply is an exercise in futility. It is near impossible to predict the direction and things can change in minutes/ hours not even days.

Remember in the short term the market is a voting machine but in the long term it's a weighing machine.


Thank you. My point exactly!
Spikes
#764 Posted : Sunday, June 12, 2016 9:39:48 PM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
Aguytrying wrote:
@research. The daily following of price and demand supply is an exercise in futility. It is near impossible to predict the direction and things can change in minutes/ hours not even days.

Remember in the short term the market is a voting machine but in the long term it's a weighing machine.


...voting machine...weighing machine. The inverse is also true.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
Aguytrying
#765 Posted : Sunday, June 12, 2016 9:43:52 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Spikes wrote:
Aguytrying wrote:
@research. The daily following of price and demand supply is an exercise in futility. It is near impossible to predict the direction and things can change in minutes/ hours not even days.

Remember in the short term the market is a voting machine but in the long term it's a weighing machine.


...voting machine...weighing machine. The inverse is also true.


No its not. Understand that quote, it has a great lesson within it.
The investor's chief problem - and even his worst enemy - is likely to be himself
Spikes
#766 Posted : Monday, June 13, 2016 8:14:01 AM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
researchfirst wrote:
Aguytrying wrote:
@research. The daily following of price and demand supply is an exercise in futility. It is near impossible to predict the direction and things can change in minutes/ hours not even days.

Remember in the short term the market is a voting machine but in the long term it's a weighing machine.


Thank you. My point exactly!



@Researchfirst kujipa moyo nayo?
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
researchfirst
#767 Posted : Monday, June 13, 2016 9:03:43 AM
Rank: Member

Joined: 2/24/2015
Posts: 154
Location: Nairobi
Spikes wrote:
researchfirst wrote:
Aguytrying wrote:
@research. The daily following of price and demand supply is an exercise in futility. It is near impossible to predict the direction and things can change in minutes/ hours not even days.

Remember in the short term the market is a voting machine but in the long term it's a weighing machine.


Thank you. My point exactly!



@Researchfirst kujipa moyo nayo?


@spikes. I'm hanging in there. My reasoning is this, I think BRIT is going to hit 18 in the relatively near future. My avg price is 10.75, so I have plenty of room to survive ups and downs in the short term. I can sell at 13 and still make 20% on a holding I've had for two and half months. Selling at 16.80 during the crazy recent rally on the assumption that it would fall back down to 11/12 was not something I believed in. I thought then, and still think, the stock will remain stubborn around 14 with pressure upwards. Given that, I made a call to stay in rather than try to time things perfectly. We'll see how it all turns out. But as I have said before, whether it is at 14.50 or 13.50 today or tomorrow or Friday doesn't make a huge difference to me. I still firmly believe in my valuation and my 18 call. With commissions etc. I'll come out better having held rather than jump in/jump out. You took your profits (13.5?) and may or may not jump back in. We can compare at the 18 mark and see whose strategy gave the bigger return! smile
maka
#768 Posted : Monday, June 13, 2016 10:33:20 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Plum LLP will acquire around 452.5 Million(23%) of Britam ordinary shares. This brings its total holding in Britam To 38.54%
possunt quia posse videntur
Realtreaty
#769 Posted : Monday, June 13, 2016 10:53:09 AM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
maka wrote:
Plum LLP will acquire around 452.5 Million(23%) of Britam ordinary shares. This brings its total holding in Britam To 38.54%

smile smile smile
New music to our ears for the year 2016
Now the news are filtering in
http://www.reuters.com/article/...quity-plum-idUSL8N1950KQ
Privately-held Kenyan fi...y 23 pct stake in Britam

Reason we will be past 18 by September
Ericsson
#770 Posted : Monday, June 13, 2016 10:57:44 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
Who are the directors and owns of PLUM LLP.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
129 Pages«<7576777879>»
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