I can't help you here. Like @vvs and WB I am a long term investor. I don't like making money for brokers. Out of the 17.5% you'll make, the broker will chew approx. 4%. On the hand, speculators will tell you 13.5% is not bad in a month. Actually, it is not bad if you can replicate it every month. I would be happy to do 13.5% a month consistently. The problem with speculation is making 13.5%, losing 14%, making 11%, losing 10%,... In the final analysis it becomes a zero sum game.

There are some questions you need to ask yourself:

Are you an investor or a speculator? Why did you buy KQ? Are those reasons still valid? Why do you want to buy KenyaRe/Kenokobil? From your analysis, are they likely to outperform KQ in the time span you are planning to hold them? If yes, by how much? etc. etc.

Underweight relax a little bit......results in a moon so dont sell unless u need the cash like now now.

Planning to exit KQ tomorow if it touches 42.00. That will be a whooping 25% gain in a month commission excluded! Isn't that a wonderful return for a trader?

@statmeister from 42 to 50 is a 15% gain comms exclude. There are many bargain that can give that return in a month's time. Just look around and open your eyes!! Even the BBK after split and Q1 announcement can make it move or speculate on the dead access kenya Should it cross the Kshs 7.00 mark to pick the luggage!!

@UW, this was just this morning, you would already have missed the KenRe bus. Thats one opportunity varnished . . .

Back in time to dump!!! i thought i'd be stuck at 34.00.. nicely done..
consider again post june 4th. Arguably..better year than last but even so.. market has hurt other way reliably better performers.
its wise to note majority holders are sentimentally attached here.

Nice return. Back to financials..

There is one thing i've come to learn about the Kenyan Market...there is always a delayed response to corporate action...i will attribute that to slow flow of information...it has saved me several times i.e my recent foray into the cursed Ken Re...so BANKS will rally accordings...the Big caps i mean not sure of akina DTK...CFC...etc..

@Mwanahisa most of the 1H CFH losses have been written back in 2H since oil was above $90/barrel add to that the weak KSh $ dominatd revenue xchanged into Ksh=massive forex gains but thats offset kidogo by US$ dominated loans...they will do well despite a disastrous 3Q but problem is they want money for the Plains...

Are there no takers (other than the deal) to my question on Post 195 above?