Seeking Alpha

Schumpeter_1

Schumpeter_1
Send Message
View as an RSS Feed
View Schumpeter_1's Comments BY TICKER:
Latest  |  Highest rated
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    The "Super-Cycle" report by Standard Chartered bank can also be hold against as a background:

    http://bit.ly/ThKAn9

    Though some "predictions" made in 2010 have already proven to be obsolete.
    Dec 23 09:38 AM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Neither did I know this "Country of Punt".
    Always learning..
    Dec 23 09:25 AM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    VB

    I think you are really making some excellent points here. Both on Ethiopia and on Somaliland. It has occurred to me that many, many non-resource companies are moving toward Ethiopia (e.g. Diageo, Visa, Bollore). Economic activity is rapidly increasing. This has much to do with a very large Ethiopian diaspora. Mostly because home remittances. And let us not forget, the country's booming potash industry e.g. Allana Potash (ALLRF.PK).
    Djibouti, a stable country, might be the perfect way to play Ethiopia.

    And Somaliland might be an excellent way to play Somalia. It is absolutely non-comparable to Somalia itself: http://bit.ly/ThIlA1

    I would strongly recommend checking the related BBC TV-series "Indian Ocean with Simon Reeve" in which he travels from Somalia to Somaliland (series also include Sri Lanka and Bangladesh in a different episode)... If not alone, for the wheelbarrow full of dough.


    Ethiopian diaspora and business:
    http://on.ft.com/Tfa3yJ
    http://bit.ly/ThImnR
    http://bit.ly/Tfa3yL

    http://bit.ly/ThImE7
    http://bit.ly/Tfa3yN

    http://bit.ly/ThImEd

    http://bit.ly/ThImEe

    http://bit.ly/Tfa3yP

    http://bit.ly/ThIlA2

    http://bit.ly/Tfa3yT
    http://bit.ly/ThIlA3

    http://on.ft.com/Tfa3P6
    Dec 23 09:20 AM | 2 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Sorry to bother you guys again, but ...I have another link to some condensed country reports made by the Rabobank
    (i.e. reports on Ghana, Nigeria, Tanzania, Rwanda, Angola, Botswana, South Africa, Cameroon). They are quite recent, i.e. Ghana report is from August 23, 2012

    Just filter "Country Reports", then "Africa".

    http://bit.ly/UYQ58N

    By the way, there are also country reports on Mongolia (Sept 2012) and Sri Lanka (two versions: Sept 2012 and Jan 2010), Bangladesh and the Maghreb region (Algeria, Marocco).

    The BBC World Newsalso seems to do a god job with their country profiles. They are all updated quite regularly:
    http://bbc.in/UYRDQ7
    Dec 22 08:21 AM | 2 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Indeed they have a "track record" on tourism and their port of Dar es Salaam seems very popular with port terminal operators. But currently there some things that are becoming burdensome to business :

    http://on.ft.com/Vc73nq
    http://on.ft.com/VY4oKM

    http://on.ft.com/UQiq1G

    Tanzanians like taxes:
    http://on.ft.com/VY4oKQ
    Dec 22 07:59 AM | 2 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    A few links on the East African oil, incl. stock ratings:

    http://on.ft.com/UQioqI

    http://bit.ly/YxknFL

    http://bit.ly/UQioGY

    http://bit.ly/YxkpgT

    http://on.ft.com/UQiq1G

    http://reut.rs/YxknFT

    http://bit.ly/UQiq1K

    http://on.wsj.com/YxkpgZ

    http://reut.rs/UQiq1L

    http://bit.ly/Yxkph1

    http://bit.ly/UQiq1M

    http://bit.ly/Yxkph9

    http://bloom.bg/UQioHe

    Ophir Energy:
    http://bit.ly/YxknFY
    http://on.ft.com/UQioHh
    http://on.ft.com/Yxkpxy
    Dec 22 07:30 AM | 3 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    A very diversified, non-commodity, 100% pure play on sub-sahara listed in London: Lonrho.

    http://bit.ly/V8A8f1

    Could be a niece way to play Mozambique (and Angola).
    Operations mainly ride the commodity wave, i.e. the firm's most considerable investments are in Congo, Zimbabwe, Equatorial Guinea, Angola and Mozambique.

    Includes majority ownership in FastJet, a low cost airline backed by EasyJet's Stelios: http://bit.ly/YmxeKR
    Dec 19 07:04 PM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    It also seems not very supportive to the Dawei project that Siam Cement has chosen for a different factory location.
    http://bit.ly/ZQVrcW
    Dec 19 06:41 PM | 2 Likes Like |Link to Comment
  • Debit Cards Introduced In Myanmar [View instapost]
    An update on Myanmar telcos:

    http://bit.ly/ZQPvR1

    http://bit.ly/TZAo19

    Singapore distributor mDR already has an joint venture agreement:
    http://bit.ly/V8sj9e
    Dec 19 06:15 PM | 2 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    SDV Transami (not acquired, but rebranded by Bolloré) :
    http://bit.ly/T7jgJs
    http://bit.ly/TyfnMe

    => Operations in Kenya, Uganda, Tanzania, Rwanda, Rwanda, Burundi and Sudan.

    Customers include well-known MNC's: http://bit.ly/TyeHXh

    Off record, some other trucks which I found often along the road in Uganda (building a tarmac road to Rwanda): SBI International Holdings AG, i.e. a Swiss listed construction company:

    http://bit.ly/TyhkrZ
    http://www.sbi-ag.ch
    Dec 19 06:40 AM | 2 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    The "94% ownership" seems to be false, but I cannot find the right one. However, it is still a very, very large majority shareholder with a controlling stake. (As can be confirmed from Groupe Bolloré SA's marketing expressions on which the African Logical operations are always most predominant.)

    For those who are familiar with Uganda. It recently acquired SDV Transami. In addition, Bolloré Africa is going to support the oil companies with real estate solutions . http://bit.ly/T6HPos
    Dec 19 05:44 AM | 2 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Other investable ideas: Bolloré Africa Logistics (a pure play listed in Cameroon)

    OR

    Groupe Bolloré SA ( 94% shareholder of Bolloré Africa Logistics)
    main listing at Euronext (Paris) , but also US-listed on the Pink Sheets (BOIVF.PK).

    50 years of experience in Africa and plans for African logistics to expand to Ethiopia.

    Barron's on Bolloré SA:
    "An investment in Bolloré is a bet on France's Warren Buffett....[..] The 60-year old CEO generates most of the headlines for agitating for change at staid companies, but Bolloré is a well-run business whose activities span transport and logistics, fuel distribution, technology, and media. [..].
    Its profitable transport and logistics operations, which account for more than 50% of revenue, are concentrated in Africa and encompass everything from ports to railways and trucking. That makes Bolloré a play on Africa's enormous growth potential."

    http://bit.ly/UL7bH8
    (Full text without subscription: http://bit.ly/12oK1N6 )

    Operations of Bollore Africa Logistics.
    http://bit.ly/UL7bHf

    What seekingalpha writes on Bollore.
    http://bit.ly/VPfilM

    Bollore Africa Logistics stock info:
    http://bloom.bg/UL7bHl
    http://bit.ly/12oK3od

    Financial Times'article
    http://on.ft.com/ULaiig
    Dec 19 04:55 AM | 2 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    By the way, I do not know whether somebody already has it noticed, but APM Terminals, one of the largest port operators in Africa, CURRENTLY operates port terminals solely in West Africa => nine ports in eight West African countries http://bit.ly/R4vi6o

    Although it already has inland service operations in 12 countries from East Africa (including Kenya, Uganda and Tanzania, as well as parts of Congo and Zambia)

    It eyes Mombassa for their expansion into East Africa, i.e. expansion in port terminals. Logistics Container Centre Mombasa (LCCM), part of APM Terminals Inland Services, already is in operation since 1997.
    Dec 19 03:55 AM | 2 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    In that sense, it is very unfortunate that Portek International has been delisted and acquired by Mitsui. They were a nice stock to play ports in Gabon, Algeria and a dryport in Rwanda. It seem that ICTSI also has a port terminal in Madagascar. But that is only one African terminal of the many port terminals both ICTSI has.

    Likewise for DP World with operations in Djibouti, Mozambique, Senegal, Algeria and South Africa.

    http://bit.ly/T6uEUK

    http://bit.ly/R4tCKc
    Dec 19 03:29 AM | 2 Likes Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Perhaps a bit off topic, but this company might also be interesting to follow as it plans to expand to Myanmar: Kolao Holdings.
    http://bit.ly/RoFrMU

    Especially since Korean businesses are already quite a time "close" with Myanmar. Also within automotive: http://on.ft.com/W5ixaO.

    (Next to Korean companies, the Thai firms are the obvious winners: http://bit.ly/VvEzXa
    Dec 12 05:51 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
187 Comments
70 Likes