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KenyaRe FY19 - FY23 (Both Inclusive)
Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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obiero wrote:Ericsson wrote:Superprime1 wrote:lochaes wrote:babashuge wrote:obiero wrote:Highly overpriced.. KES 2.8 is the fair value  when are the new shares being issued? my portfolio chart is looking ugly with the price change The bonus is subject to approval  Already approved in AGM last Friday... Approval ya the regulators i.e CMA and IRA What's the likelihood of the same being rejected after passing through all the motion CMA and IRA is a formality approval Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Superprime1 wrote:Factoring in the bonus shares, Kenya Re's NAV is Sh10.13. So, still grossly undervalued.
Can someone else confirm... When the market turns bullish,that value or close to it is possible. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:obiero wrote:the deal wrote:Come in...come in.... Too expensive at KES 4.6 Same @Obiero today. Unaniota au nini kaka.. Just saying that the real value has not been attained. I am a buyer sub KES 2.8. Hope you now understand [(2.80 x 4) + 0.45 - 0.05] = 11.60 Why didn't you buy these at this price at a time not so long ago? Lakini, thank you for making me look and re-look at KenyaRe thus realizing what a bargain it is despite GoK's ownership. BTW, 3 directors replaced in KenyaRe. Peter Kenneth? Zipporah Mogaka Kinanga Everest Matolo Lenjo Felistas Seenoi Ng’atuny Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Ericsson wrote:obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:obiero wrote:the deal wrote:Come in...come in.... Too expensive at KES 4.6 Same @Obiero today. Unaniota au nini kaka.. Just saying that the real value has not been attained. I am a buyer sub KES 2.8. Hope you now understand [(2.80 x 4) + 0.45 - 0.05] = 11.60 Why didn't you buy these at this price at a time not so long ago? Lakini, thank you for making me look and re-look at KenyaRe thus realizing what a bargain it is despite GoK's ownership. BTW, 3 directors replaced in KenyaRe. Peter Kenneth? Zipporah Mogaka Kinanga Everest Matolo Lenjo Felistas Seenoi Ng’atuny The new directors are; Mr Jasper Gitonga Mugambi Mrs Thamuda Omar Hassan Mr Eric Onyango Gumbo Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Supply has dried out Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,516 Location: nairobi
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Ericsson wrote:Supply has dried out Demand has dried out
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:Ericsson wrote:Supply has dried out Demand has dried out Nipo. At 2.50. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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 Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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 Pesa Nane plans to be shilingi when he grows up.
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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So which side is winning the battle? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 3/20/2008 Posts: 503
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VituVingiSana wrote:So which side is winning the battle? Only you can tell us, since you're the driver of this bus.
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Rank: Elder Joined: 6/23/2009 Posts: 13,516 Location: nairobi
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xxxxx wrote:VituVingiSana wrote:So which side is winning the battle? Only you can tell us, since you're the driver of this bus. The driver has lost control and is careening
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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xxxxx wrote:VituVingiSana wrote:So which side is winning the battle? Only you can tell us, since you're the driver of this bus. I am also interested. If team Tangatanga takes control, God save our souls. Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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sparkly wrote:xxxxx wrote:VituVingiSana wrote:So which side is winning the battle? Only you can tell us, since you're the driver of this bus. I am also interested. If team Tangatanga takes control, God save our souls. #TukoPamoja Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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VituVingiSana wrote:sparkly wrote:xxxxx wrote:VituVingiSana wrote:So which side is winning the battle? Only you can tell us, since you're the driver of this bus. I am also interested. If team Tangatanga takes control, God save our souls. #TukoPamoja Looks like tangatanga were beaten. Their moves are normally obvious, they always plant one of their own. In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Ngatuny - Out Mugambi - In Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Once the new shares are credited, supply should drastically increase and the price will likely correct downwards from here. Still a willing buyer at 3bob and below. Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 6/23/2009 Posts: 13,516 Location: nairobi
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guru267 wrote:Once the new shares are credited, supply should drastically increase and the price will likely correct downwards from here. Still a willing buyer at 3bob and below. Me too
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:guru267 wrote:Once the new shares are credited, supply should drastically increase and the price will likely correct downwards from here. Still a willing buyer at 3bob and below. Me too But what about the case of the ex-CFO in court? The potential loss of the mandatory cessions? And all the other scary stuff? The huge level of receivables? Let me deal with the boring stuff. You buy the exciting stuff. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,516 Location: nairobi
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VituVingiSana wrote:obiero wrote:guru267 wrote:Once the new shares are credited, supply should drastically increase and the price will likely correct downwards from here. Still a willing buyer at 3bob and below. Me too But what about the case of the ex-CFO in court? The potential loss of the mandatory cessions? And all the other scary stuff? The huge level of receivables? Let me deal with the boring stuff. You buy the exciting stuff. What about the 2019 profit warning? High risk high return is my modus operandi
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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KenyaRe FY19 - FY23 (Both Inclusive)
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