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Kenya Re 2016 Results
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VituVingiSana
#1 Posted : Monday, August 15, 2016 2:39:39 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
I expect a good performance from Kenya Re from 1H 2016 despite the tough economy. My only significant "GoK" holding. One I watch very closely especially the Management. So far, so good.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Impunity
#2 Posted : Monday, August 15, 2016 9:16:18 AM
Rank: Elder


Joined: 3/2/2009
Posts: 26,328
Location: Masada
Put the numbers here please.
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Ericsson
#3 Posted : Monday, August 15, 2016 9:35:49 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,702
Location: NAIROBI
@Impunity
Wacha impunity.
Half year results not yet released
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#4 Posted : Monday, August 15, 2016 10:34:01 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
Impunity wrote:
Put the numbers here please.
Laughing out loudly Laughing out loudly Laughing out loudly Unlike @Obiero, I don't have "Inside Info" on the results. I use guesstimates based on what I read about KenRe, the NSE, interest rates, historical performance and indicators, etc.

I am waiting for the results... They will probably be released this week.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#5 Posted : Tuesday, August 16, 2016 11:30:08 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
2.30mn shares bought by foreigners at 21.50 today.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Boris Boyka
#6 Posted : Tuesday, August 16, 2016 12:32:59 PM
Rank: Veteran


Joined: 11/15/2013
Posts: 1,977
Location: Here
VituVingiSana wrote:
2.30mn shares bought by foreigners at 21.50 today.

I saw that 21.50 and wondered whether it was an error. It's normally a laggard left behind by KK
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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sparkly
#7 Posted : Tuesday, August 16, 2016 2:34:55 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Boris Boyka wrote:
VituVingiSana wrote:
2.30mn shares bought by foreigners at 21.50 today.

I saw that 21.50 and wondered whether it was an error. It's normally a laggard left behind by KK


I will sell at 36.
Life is short. Live passionately.
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VituVingiSana
#8 Posted : Tuesday, August 16, 2016 2:46:34 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
sparkly wrote:
Boris Boyka wrote:
VituVingiSana wrote:
2.30mn shares bought by foreigners at 21.50 today.

I saw that 21.50 and wondered whether it was an error. It's normally a laggard left behind by KK


I will sell at 36.
35.75 so I can sell before the Big Seller comes in! Laughing out loudly

Great balance sheet. I worry about the land they own. Or think they own. The good news is that over the past 4 years since I started looking at Kenya Re seriously the value of the land (excluding Kenya Re office buildings) holdings have reduced considerably as a % of the total portfolio.

I think Kenya Re should provide (like KK for KPRL) for all the land acquired from politicians or under contention. Of course, when the matter is settled, Kenya Re can write back what they can unequivocally say is their property.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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