@xxxxx and @fyatu are welcome to join but I think their style is different. I may be mistaken.

No-one is excluded. @sparkly @ann and even @mugundaman.
Even @young all the way in Nigeria.
@pesanane who keeps us informed by posting the announcements.

Of course, BUYER BEWARE.
I do not promise/offer "Open Offers" "Exchange Bar" "Inside Information" "Takeoffs" "Code" and all that funny stuff.
No guarantees. Plenty of risk given it is a GoK (60%) entity.

What I offer is analysis of what is in the news, press releases and financial statements.

Kenya Re is number 3 in the shareholders list of NBK.
In July they are to get KCB shares in exchange for the acquisition.

@xxxxx - Fortune favors the prepared. No, I am NOT tooting my horn.
The KenRe bonus is perplexing. I still can't figure it out.

After my debacle in KQ, brush with Olympia, etc... I started re-reading what Warren Buffett had written.
He discussed Corporate Governance, Moats, Margin of Safety, Long-term/forever holding periods, issues/risks with turnarounds, cutting losses, socks and stocks at discounts, etc.

I do not always succeed. I may choose to deviate from his teachings. Ouch. Think ARM.

He also does not win at every investment but as WB (& his partner Munger) says the goal is to have more/larger Winners than Losers.

Back to KenRe. What attracted me to KenRe was the cash (includes bonds) on hand, conservative (Tier 1 banks, T-Bonds) nature of the investments, low PER, low P/BV, slow but generally steady growth, zero net debt and a sensible MD/CEO.

“Charlie (Munger) and I would much rather earn a lumpy 15 percent over time than a smooth 12 percent.” – Warren Buffett

Good opportunity to SELL....

I tend to concur....although in my heart of hearts I know the market loves making fools of us every so often.