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Its A Rights Issue From Kenya Airways!
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mlennyma
#101 Posted : Thursday, November 03, 2011 9:02:28 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Hahahaha!!!:O wats up here?
"Don't let the fear of losing be greater than the excitement of winning."
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mlennyma
#102 Posted : Thursday, November 03, 2011 9:08:14 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
38% h1 profit jump is good but just attracting you to the killer rights...if there were no pending rights even 70 can be tested.
"Don't let the fear of losing be greater than the excitement of winning."
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FUNKY
#103 Posted : Thursday, November 03, 2011 9:13:37 AM
Rank: Veteran

Joined: 4/30/2010
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VituVingiSana
#104 Posted : Thursday, November 03, 2011 1:00:16 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
Could have been better but weak KES is double edged. Higher revenues but higher fuel costs too!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Aguytrying
#105 Posted : Thursday, November 03, 2011 3:07:35 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
38% h1 profit jump is good but just attracting you to the killer rights...if there were no pending rights even 70 can be tested.


I don't think so. 70/4.4= 15.9. why would it trade at a p/e of 15.9 in the current market conditions.
The investor's chief problem - and even his worst enemy - is likely to be himself
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StatMeister
#106 Posted : Thursday, November 03, 2011 3:32:07 PM
Rank: Veteran

Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
Aguytrying wrote:
mlennyma wrote:
38% h1 profit jump is good but just attracting you to the killer rights...if there were no pending rights even 70 can be tested.


I don't think so. 70/4.4= 15.9. why would it trade at a p/e of 15.9 in the current market conditions.


Why can't they just lease the planes?
A bad day fishing is better than a good day at work
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VituVingiSana
#107 Posted : Thursday, November 03, 2011 3:40:59 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
StatMeister wrote:
Why can't they just lease the planes?

1) Current prices are locked in & borrowing is/was cheap in US$
2) Shortage of 787s means a lot of compeition thus higher lease rates vs purchases. Good idea would be a Sale Leaseback
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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StatMeister
#108 Posted : Friday, November 04, 2011 10:05:51 AM
Rank: Veteran

Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
VituVingiSana wrote:
StatMeister wrote:
Why can't they just lease the planes?

1) Current prices are locked in & borrowing is/was cheap in US$
2) Shortage of 787s means a lot of compeition thus higher lease rates vs purchases. Good idea would be a Sale Leaseback


Good idea, but am looking for a solution that preferably finances the fleet from the P&L rather than balance sheet.

Unless TN expects P&L stress in the foreseeable future
A bad day fishing is better than a good day at work
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mlennyma
#109 Posted : Wednesday, November 09, 2011 8:58:42 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
As i wait to swallow my dividend next week,am almost convinced that a rights issue may not be workable this year,..why the silence??
"Don't let the fear of losing be greater than the excitement of winning."
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GenghisCapitalLtd
#110 Posted : Wednesday, November 09, 2011 11:50:04 AM

Rank: Bona-fide

Joined: 11/2/2011
Posts: 191
Location: Nairobi
mlennyma wrote:
As i wait to swallow my dividend next week,am almost convinced that a rights issue may not be workable this year,..why the silence??

Expect more details of the rights issue by end of the week or early next week as the investment community is buzzing about this. Only an underwriter was to be commissioned as per the Investor Breakfast Briefing last week at Serena
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