@Cde - will you believe this...
http://bit.ly/nCOUgZ
Going by the way Tullow has been mean with refusing offers from other investors for any stake or a opt-in, when this comes online it will be explosive... This would promote one to buy up the EAC investments like mad... No wonder the big banks (e.g. JP Morgan, HSBC etc) are vulturing around KE. Which also confirm the Nairobi Financial hub theme.
http://bit.ly/ondOJ3
http://bit.ly/fqE7SB
http://bit.ly/n7jF9K
http://bit.ly/pe8EVm - I wonder what Soros saw here. The fund scoped by the Soros Funds has invested in Craft Silicon, Paystream, Elris Communication Services and Hillcrest International Schools... If the CMA SME small cap equity market is launched next year and any of the mentioned are listed, I'll be all in...
As an aside. Soros portfolio commitments show a huge 13% in Sierra Leone. Hmmm...
http://bit.ly/ovaYci
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!