Wazua
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Safaricom at 4 bob...
Rank: Elder Joined: 7/11/2012 Posts: 5,222
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mazingira wrote:i had said "good counters".. this does not reflect my holding, as i own some absolutely rubbish counters.
EABL --- wish i could but the price hah ...wacha tu
NMG --- same as brewery
UNGA --- Undervalued ,constant market ,huge reserves i would BUY
SAFCOM--- I would buy if m-kopa takes off and is as much a sucess as m pesa then 7 -8 - 11 shillings
KCB --- SIMBA Kabissa ---I Would buy , id like to see 40 bob
KENGEN---Sleeping GIANT ---I Reckon UNDERVALUED
EQUITY --- I dont know ...my gut doesnt like
KPLC --- All utilities are a good buy MONOPOLY
KK --- If Puma does manage a takeover ---undervalued
All banks are a safe bet there all making money rinsing us.
I need advice and help , wish i had vast amounts of capital to put serious money where my mouth is
 What are the chances? Someone said Simba has already peaked, another that Safcom will have a market flood when it hits 5bob
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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This stock hardly crosses my mind nowadays. hehe..
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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hisah wrote:Results tomorrow at 3pm. Stay tuned. I expect PAT H1 2012 to double H1 2011 i.e. 100% from 4B to 8B. My best estimate is H1 2012 PAT comes in at 9.6B - 10B. If best case, then 4.80 - 5/- will be tested. Someone pass me some popcorn "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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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Aguytrying wrote:murchr wrote:sparkly wrote:dunkang wrote:mazingira wrote:What is the consensus on KENGEN??? i.e. why is it so cheap Personaly, i am fearful of this stock because of; i. Madeni, ii. Government's stake is excess. Madeni no problem, they are guaranteed by GOK and will be repaid by consumers of electricity. The shareholders are safe! That's the best part of it. @murchr. I see you are an energy buff. kengen, oil plays... I've also realised im inclined towards them. kplc, KK. i dont mind KENGEN at all either. Lol...Energy drives this world. "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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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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hisah wrote:Results tomorrow at 3pm. Stay tuned. I expect PAT H1 2012 to double H1 2011 i.e. 100% from 4B to 8B. My best estimate is H1 2012 PAT comes in at 9.6B - 10B. If best case, then 4.80 - 5/- will be tested.
http://www.businessdaily.../-/14snyv0/-/index.html
SIB see 120% gain H1 2011 vs H1 2012. They estimate full yr dividend to be 28cts, my estimate is 25cts.
Lets wait for the H1 numbers this afternoon.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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hisah wrote:hisah wrote:Results tomorrow at 3pm. Stay tuned. I expect PAT H1 2012 to double H1 2011 i.e. 100% from 4B to 8B. My best estimate is H1 2012 PAT comes in at 9.6B - 10B. If best case, then 4.80 - 5/- will be tested.
http://www.businessdaily.../-/14snyv0/-/index.html
SIB see 120% gain H1 2011 vs H1 2012. They estimate full yr dividend to be 28cts, my estimate is 25cts.
Lets wait for the H1 numbers this afternoon.
YES! I knew there was something from yesterday's volume and share price. So it was this SIB report. 6/- by March 2013 might be knocking, 5/- by Dec 2012 is guaranteed.  Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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dunkang wrote:hisah wrote:hisah wrote:Results tomorrow at 3pm. Stay tuned. I expect PAT H1 2012 to double H1 2011 i.e. 100% from 4B to 8B. My best estimate is H1 2012 PAT comes in at 9.6B - 10B. If best case, then 4.80 - 5/- will be tested.
http://www.businessdaily.../-/14snyv0/-/index.html
SIB see 120% gain H1 2011 vs H1 2012. They estimate full yr dividend to be 28cts, my estimate is 25cts.
Lets wait for the H1 numbers this afternoon.
YES! I knew there was something from yesterday's volume and share price. So it was this SIB report. 6/- by March 2013 might be knocking, 5/- by Dec 2012 is guaranteed. ...you are the most optimistic guys i have ever come across March 2013 we will be deep into this electioneering anythn can happen. possunt quia posse videntur
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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Im on safari  #Niko na Safaricom @SufficientlyP
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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maka wrote:...you are the most optimistic guys i have ever come across March 2013 we will be deep into this electioneering anythn can happen. Kenyan won't do anything silly this time round (election-wise). Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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dunkang wrote:maka wrote:...you are the most optimistic guys i have ever come across March 2013 we will be deep into this electioneering anythn can happen. Kenyan won't do anything silly this time round (election-wise). ..with this things u never know thea were uncalled for riots the atha day,it takes a vry small thing to trigger smthn massive,we arent out of the woods yet wth the kind of fanatism gn around my optism takes a back seat possunt quia posse videntur
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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All supply at KES.4.50 cleaned just before market close. Should results impress(9B plus), we would be in for a seller's market tomorrow and 5 bob could print as early as tomorrow @SufficientlyP
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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murchr wrote:hisah wrote:Results tomorrow at 3pm. Stay tuned. I expect PAT H1 2012 to double H1 2011 i.e. 100% from 4B to 8B. My best estimate is H1 2012 PAT comes in at 9.6B - 10B. If best case, then 4.80 - 5/- will be tested. Someone pass me some popcorn @SufficientlyP
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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H2 2011 vs H2 2012 expected double digit growth. H2 2011 PAT was 8B. So at 10% growth H2 2012 should be around 8.8B. That should see full year PAT around 17B vs 12B of 2011 or 41% PAT growth. That's my estimate. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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