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KENOL KOBIL .... 2012
Rank: Elder Joined: 9/12/2006 Posts: 1,554
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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Jamani wrote:http://www.businessdailyafrica.com/KenolKobil+deal+worth+Sh25bn+analysts+estimate+/-/539552/1402698/-/10ls88oz/-/index.html big question is does puma think the same ?
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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QW25091985 wrote:Jamani wrote:http://www.businessdailyafrica.com/KenolKobil+deal+worth+Sh25bn+analysts+estimate+/-/539552/1402698/-/10ls88oz/-/index.html big question is does puma think the same ? Its an analysts opinion, having looked at the charts. Apparently the analyst is from SIB your broker...
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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“Sh17 is really the minimum price at which Puma Energy would be expected to buy the firm. But then, this valuation is based on the current operations and a takeover price could be higher,” said Mr Musau.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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As Kestrel is the lead broker, I think it goes without saying that, that is the bare minimum expected. However, am I the only one here thinking that in a proper bull market KK shareholders are able to get much much more for their shares? These guys shouldn't just be able to get the company on the cheap. But what can a minority shareholder do?  GOD BLESS YOUR LIFE
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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And I have to say, once again, by suspending KK, the CMA have failed to grasp the idea of what Capital Markets are all about, and what drives them. SHOCKING! GOD BLESS YOUR LIFE
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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youcan'tstopusnow wrote:As Kestrel is the lead broker, I think it goes without saying that, that is the bare minimum expected. However, am I the only one here thinking that in a proper bull market KK shareholders are able to get much much more for their shares? These guys shouldn't just be able to get the company on the cheap. But what can a minority shareholder do? @youcant These are just analysts thoughts and opinions.. Segman has millions of shares in KaKa.. I doubt he will sell out at 17... Its good to have a fellow shareholder handling this deal.. i hope he comes through for us Mark 12:29
Deuteronomy 4:16
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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ehhh. things are elephant here . now since kk had court cases with moe and kpa how will these takeover be ? since by taking over kk will be a new legal entity, probably do a rebranding etc etc etc . aish ...
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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guru267 wrote:youcan'tstopusnow wrote:As Kestrel is the lead broker, I think it goes without saying that, that is the bare minimum expected. However, am I the only one here thinking that in a proper bull market KK shareholders are able to get much much more for their shares? These guys shouldn't just be able to get the company on the cheap. But what can a minority shareholder do? @youcant These are just analysts thoughts and opinions.. Segman has millions of shares in KaKa.. I doubt he will sell out at 17... Its good to have a fellow shareholder handling this deal.. i hope he comes through for us Let's cross our fingers madam guru... GOD BLESS YOUR LIFE
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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After reading and re-reading the press releases, journals and past deals of Puma energy, i have come to the conclusion that They want to buyout the whole company. This is good for minority shareholders like myself no.95... I only hope that the Kay Kay board and top shareholders don't screw us because im seeing this going the single offer way, or top shareholders one, offer minorities another offer. either way we will make money. Already re-arranging my 2 year plan as KK was(stress on the was) 40% of my portfolio. any suggestions will be much appreciated. happy hunting indeed. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Valuing KK on a EPS & hence P/E basis is a gross under estimation. #StayTuned
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Cde Monomotapa wrote:Valuing KK on a EPS & hence P/E basis is a gross under estimation. #StayTuned We are not just selling the milk & a promise of consistent production...include the cows, farm house, land, crops, feeds, compost, manure, moles, pests e.t.c aargh! U get the point 
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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youcan'tstopusnow wrote:guru267 wrote:youcan'tstopusnow wrote:As Kestrel is the lead broker, I think it goes without saying that, that is the bare minimum expected. However, am I the only one here thinking that in a proper bull market KK shareholders are able to get much much more for their shares? These guys shouldn't just be able to get the company on the cheap. But what can a minority shareholder do? @youcant These are just analysts thoughts and opinions.. Segman has millions of shares in KaKa.. I doubt he will sell out at 17... Its good to have a fellow shareholder handling this deal.. i hope he comes through for us Let's cross our fingers madam guru... i hope kk shareholders willnot be using binoculars to see the strike price because the way i know takeovers they take alllllllllllllllllong time . 
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Cde Monomotapa wrote:Cde Monomotapa wrote:Valuing KK on a EPS & hence P/E basis is a gross under estimation. #StayTuned We are not just selling the milk & a promise of consistent production...include the cows, farm house, land, crops, feeds, compost, manure, moles, pests e.t.c aargh! U get the point You put it in a pictorial humorous way, and i get the picture!!! The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Cde Monomotapa wrote:Cde Monomotapa wrote:Valuing KK on a EPS & hence P/E basis is a gross under estimation. #StayTuned We are not just selling the milk & a promise of consistent production...include the cows, farm house, land, crops, feeds, compost, manure, moles, pests e.t.c aargh! U get the point Umenena kakangu! Hebu simama 'kiti' mwaka ujao. Nitakupigia debe! GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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cheers. Two of my bros from other mothers on Wazua! @ycsun & @aguy
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Cde Monomotapa wrote: cheers. Two of my bros from other mothers on Wazua! @ycsun & @aguy we are even in the same plane, wish i could drop some cashew nuts out the window to those waiting at the bus stop* The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Yup...all we have to do is sit back, concern ourselves with the final success of the deal (if any), accept the outcome & move on.
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Rank: Chief Joined: 1/3/2007 Posts: 18,126 Location: Nairobi
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youcan'tstopusnow wrote:guru267 wrote:youcan'tstopusnow wrote:As Kestrel is the lead broker, I think it goes without saying that, that is the bare minimum expected. However, am I the only one here thinking that in a proper bull market KK shareholders are able to get much much more for their shares? These guys shouldn't just be able to get the company on the cheap. But what can a minority shareholder do? @youcant These are just analysts thoughts and opinions.. Segman has millions of shares in KaKa.. I doubt he will sell out at 17... Its good to have a fellow shareholder handling this deal.. i hope he comes through for us Let's cross our fingers madam guru... KK vs KQ or Naikuni vs Segman so as long as Segman doesn't have a side deal with Puma, he will want the highest price for KEKE shares coz he has 70mn+ options [See annual report] now compare to Naikuni who has ZERO http://coldtusker.blogsp...airways-management.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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Cde Monomotapa wrote:Yup...all we have to do is sit back, concern ourselves with the final success of the deal (if any), accept the outcome & move on. wow ! are you the same guy some posts earlier who coudnt contain his joy of this deal ? sound like you aren't too pleased with this deal
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