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Flame Tree Group Holdings for long term
Aguytrying
#21 Posted : Sunday, June 12, 2016 11:44:05 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,037
@sparkly. The multiple acquisitions also concern me. I hope it doesn't become a habit, I'd like to see organic growth.
Concentrated ownership always a concern, looking forward to dilution of this in the coming years like happened in scan and ARM. It's important
The investor's chief problem - and even his worst enemy - is likely to be himself
VituVingiSana
#22 Posted : Sunday, June 12, 2016 6:20:04 PM
Rank: Chief


Joined: 1/3/2007
Posts: 17,559
Location: Nairobi
Aguytrying wrote:
@sparkly. The multiple acquisitions also concern me. I hope it doesn't become a habit, I'd like to see organic growth.
Concentrated ownership always a concern, looking forward to dilution of this in the coming years like happened in scan and ARM. It's important

True re: dilution but any shareholding beyond 30% still means effectively he controls the firm.

I think the acquisitions, as happened with ScanGroup, build capacity and broader market penetration. That said, if an acquisition goes wrong it will hurt the firm which pays out cash for these firms/brands.

Another worry in any acquisition is the cost of taking on the employees of the acquired firm.
What's the culture?
What's the pay packet?
Where's the loyalty?
What's the effect on EXISTING employees?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mlennyma
#23 Posted : Thursday, September 15, 2016 10:35:17 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,116
Location: nairobi
http://kenyanwallstreet....g-to-northern-mozambique
"Don't let the fear of losing be greater than the excitement of winning."
obiero
#24 Posted : Saturday, December 23, 2017 10:00:56 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,936
Location: nairobi
A dubious listing?
COOP 5,500 ABP12.6; HF 30,000 ABP 5.90; KCB 7,500 ABP 36; KQ 414,100 ABP 7.92
Fyatu
#25 Posted : Friday, November 13, 2020 1:49:20 PM
Rank: Veteran


Joined: 1/20/2011
Posts: 1,813
Location: Nakuru
War in Mozambique and Ethiopia which consist of major markets for FTGH. This coupled with COVID 19 has potential of sending this firm under...investor stay woke
Dumb money becomes dumb only when it listens to smart money
rwitre
#26 Posted : Thursday, April 29, 2021 10:57:32 AM
Rank: Member


Joined: 3/8/2018
Posts: 503
Location: Nairobi
While everyone is posting losses, this gem is quietly doing good numbers in the middle of pandemic and lockdowns.

- Flame Tree Group pre-tax profit up by 64% (148,4 million)
- Profit after tax for FY2020 increased by +67% up to 75.2 million.
- Gross margin growth 39% (+318.8 million vs. LY) from 34% to 39%.
- Sales up by +20%

LINK
Elephant Man
#27 Posted : Thursday, April 29, 2021 11:17:17 AM
Rank: Member


Joined: 12/24/2008
Posts: 105
Share price has tanked since floatation on NSE...and not a penny in dividends since then, though owners received a fistful before coming to the market!

Who are the registrars/company secretary? Some outfit in Mauritius?

Is Bangera another Merali in the making?
VituVingiSana
#28 Posted : Friday, August 20, 2021 2:45:57 PM
Rank: Chief


Joined: 1/3/2007
Posts: 17,559
Location: Nairobi
The share price performance, like many other firms on the NSE, has disappointed.
Profits seem to grow but the debt remains a huge concern.
And no dividends!
I am also skeptical of the revaluation of assets.

FTGH needs to clearly come out and say (like Centum did) "WE WILL NOT PAY DIVIDENDS FOR 5 YEARS" so we can:
-Pay down debt
- Acquire more businesses
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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