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  • GAF: Barely Exposed to Emerging Middle East and Africa  [View article]

    Hi Aly-Khan,

    Thanks for this. Great to get feedback from an Africa investment guru! Sorry I missed you when I was last over in Kenya.

    My only concern on Safaricom is the large stock overhang. Otherwise, totally agree with you.

    Best regards,

    Daniel


    On May 13 09:34 AM Aly-Khan Satchu wrote:

    > Dear Daniel,
    >
    > Good to see you again.
    >
    > I have to agree with your SSA prognosis, we are just beginning to
    > exit a VERY FAT TAIL.
    >
    > Re: This ETF It seems to me a common problem of ETFs in that what
    > is in them is frequently different to what Investors might expect
    > from the Sticker.
    >
    > Safaricom looks very cheap at 2.80 PE implied of 8 and the Cables
    > have landed just outside Fort Jesus in my home town of Mombasa.<br/>bring
    > the Communications unit price from a fancy $3500 to $100.00 per unit.
    >
    >
    > You can track level 1 prices in real time via rich.co.ke richlive.co.ke
    > for free.
    >
    > best wishes
    > Aly-Khan Satchu
    > rich.co.ke
    May 14 07:18 am |Rating: +1 0 |Link to Comment
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