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EABL profit warning
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Surealligator
#1 Posted : Friday, June 25, 2010 10:49:36 AM
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Joined: 6/27/2008
Posts: 709
Location: Velayat-e Faryab
If the traditional liquor industry is liberalized, EABL will lose half of the 60 percent market it controls today. Given a well packaged Muratina, I would go for it instead of guiness.

Given a well stabilized Changaa with alcohol content of 40%, I would not mind it.

What you don't want to happen is EABL losing 30% of its market in Kenya while you have their shares.

Brokers are advising ppl to buy EABL. I wonder if they considered the new angle of Parliament passing the Muratina Bill waiting for Presidential assent.
Go overdrive in purchasing the goods when there's blood on the streets, expecially if the blood is your own
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VituVingiSana
#2 Posted : Friday, June 25, 2010 11:00:37 AM
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Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
@sure - No... coz EABL will start selling the same stuff... And I trust their quality...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sheep
#3 Posted : Friday, June 25, 2010 11:06:36 AM
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Joined: 7/24/2008
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I dont drink but I have always eyed this stock for long...sadly I missed the stock waiting for it at below 100bob...I hope the price falls so that I can latch on for life
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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Surealligator
#4 Posted : Friday, June 25, 2010 11:06:47 AM
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Location: Velayat-e Faryab
@Vituz

Multinational Gasoline dealers were arguing the same when Gasoline retailing was liberalized. Check out how many are still standing. Diageo needs the same works.

See, locally (Village) made mnazi and muratina retail cheap. If EABL starts producing the same, it will be expensive. Beer Cortage industries will thrive. Am actually planning to sell all my EABL shares to raise capital for starting a distillary in Mavoko municipality.
Go overdrive in purchasing the goods when there's blood on the streets, expecially if the blood is your own
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selah
#5 Posted : Friday, June 25, 2010 11:07:27 AM
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Joined: 10/13/2009
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Location: in kenya
just like in marketing we say pple should watch out for threat of substitute and competitors EABL is not only a monopoly in the breweries sector but comand one of the most powerful distribution machine rivaled by coca cola bottlers and I doubt if they can loose 30% of its market just because chang'aa is on the table.
'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
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mukiha
#6 Posted : Friday, June 25, 2010 11:12:53 AM
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If I were EABL, I'd establish a company called Chang'aa, Muratina & Mnazi Ltd. Set up distillery at the Thika facility (former castle)....
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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VituVingiSana
#7 Posted : Friday, June 25, 2010 11:15:20 AM
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Joined: 1/3/2007
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Location: Nairobi
sheep wrote:
I dont drink but I have always eyed this stock for long...sadly I missed the stock waiting for it at below 100bob...I hope the price falls so that I can latch on for life

In that case... I will be buying at 101/-...!!! And I drink...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#8 Posted : Friday, June 25, 2010 11:16:44 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
Surealligator wrote:
@Vituz

Multinational Gasoline dealers were arguing the same when Gasoline retailing was liberalized. Check out how many are still standing. Diageo needs the same works.

See, locally (Village) made mnazi and muratina retail cheap. If EABL starts producing the same, it will be expensive. Beer Cortage industries will thrive. Am actually planning to sell all my EABL shares to raise capital for starting a distillary in Mavoko municipality.


It's the taxes not the production that is pricey... So unless the village jamaa does not pay taxes, they cant compete effectively with EABL...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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2012
#9 Posted : Friday, June 25, 2010 11:26:22 AM
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Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
VituVingiSana wrote:
@sure - No... coz EABL will start selling the same stuff... And I trust their quality...


@vvs, you have a point there. Have never thought of it that way.

@Surealligator, surely was that the best title for your thread? I started looking through today's papers for the 'profit warning'.

BBI will solve it :)
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KulaRaha
#10 Posted : Friday, June 25, 2010 11:33:47 AM
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Joined: 7/26/2007
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Dreams dreams. Nothing can challenge EABL save a mass conversions of Kenyans to Islam thereby stopping them from Tusker.....

Buy, the golden share on the NSE, at anything below 200.

And enjoy, burudika na Tusker!
Business opportunities are like buses,there's always another one coming
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VituVingiSana
#11 Posted : Friday, June 25, 2010 11:37:21 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
KulaRaha wrote:
Dreams dreams. Nothing can challenge EABL save a mass conversions of Kenyans to Islam thereby stopping them from Tusker.....

Buy, the golden share on the NSE, at anything below 200.

And enjoy, burudika na Tusker!


Chief, dont tell the imams or mullahs lakini a bunch of my Muslim brothers happily imbibe with me undercover!!! They even drink me under the table!

Some even do it openly lakini for many the Coca Cola is a great hiding place coz the dark color hides the color of vodka or whiskey!!!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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tony stark
#12 Posted : Friday, June 25, 2010 12:01:14 PM
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Joined: 7/8/2008
Posts: 947
KulaRaha wrote:
Dreams dreams. Nothing can challenge EABL save a mass conversions of Kenyans to Islam thereby stopping them from Tusker.....

Buy, the golden share on the NSE, at anything below 200.

And enjoy, burudika na Tusker!


I though SAB are planning a come back for round 2. Now with deeper pockets.

Diageo vs SAB .... this will be very interesting!!

Mama summit where will you be when the 2 elephants are fighting.
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VituVingiSana
#13 Posted : Friday, June 25, 2010 12:13:38 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
tony stark wrote:
KulaRaha wrote:
Dreams dreams. Nothing can challenge EABL save a mass conversions of Kenyans to Islam thereby stopping them from Tusker.....

Buy, the golden share on the NSE, at anything below 200.

And enjoy, burudika na Tusker!


I though SAB are planning a come back for round 2. Now with deeper pockets.

Diageo vs SAB .... this will be very interesting!!

Mama summit where will you be when the 2 elephants are fighting.


mama sumit wants to be bought out by SAB
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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