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Briatm, Britam, Britam sounds like sweet candy!
actuarywahisa
#1041 Posted : Wednesday, January 04, 2017 4:24:50 PM
Rank: Member

Joined: 5/21/2014
Posts: 184
The whole matter of finding the person who will agree to pump in money and the resulting dilution or the Ts&Cs that come with external money is something KQ shareholders will also need to grapple with sooner rather than later. And sadly I think the share will rally even then!
There are too many opportunities all around. Open your eyes and maybe you'll spot one
obiero
#1042 Posted : Wednesday, January 04, 2017 5:59:52 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,220
Location: nairobi
obiero wrote:
Ebenyo wrote:
alotoftalk wrote:
My initial thought was Munga flipping his "Rawat" shares to IFC. But if these are newly created shares being subscribed for (j.mp/2i4HTa0) then my guess is that they ran into capital adequacy issues after resetting their FY reserves based on gross premium valuation methodology (which they adopted in the current year) plus mark-to-market of their portfolio and impairment of some of KES 3.2 Bn in deposits held with financial institutions a proportion of which must be at either Chase or Imperial.

The dilution by IFC therefore became a necessary evil.

The subscription date of 30/12/2016, a day just before the FY books close (31/12/2016) is also an interesting tidbit.


They have played their game smart enough to hoodwink ignorant shareholders.
When somebody hears 'world bank',feels like Jesus coming to your house physically to dine with u.
This is massive dillution,and sooner or later there will be price correction.

The firm is doing quite badly.. And getting out now will be difficult since float is concentrated around a few.. Massive supply expected today

Down close to 8% today on the back of huge supply. Tomorrow there will be more blood in the street https://www.nse.co.ke/ma...tatistics&Itemid=190

KQ ABP 4.26
Spikes
#1043 Posted : Thursday, January 05, 2017 12:46:51 PM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
@hisah's market magicians, playing the share price, seeking low entry before a rocket rally hits sceptics by surprise !
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
lochaz-index
#1044 Posted : Thursday, January 05, 2017 4:31:16 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
Things are thick here. Rawat's ponzi scheme still biting hard 2/3 years down the line. Wasn't britam the crown jewel in his portfolio? The big boys/majority shareholders couldn't pull a rabbit out of the hat this time around. The damaged inflicted by a severe funding squeeze will take some considerable time to undo.

The main purpose of the stock market is to make fools of as many people as possible.
VituVingiSana
#1045 Posted : Friday, January 06, 2017 7:59:40 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
A quality firm/management in this sector is Jubilee. Unfortunately for me it comes with a heavy price tag! Thus I buy KenyaRe at lower/cheaper price points. PER, PB, etc
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#1046 Posted : Friday, January 06, 2017 8:25:25 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,220
Location: nairobi
lochaz-index wrote:
Things are thick here. Rawat's ponzi scheme still biting hard 2/3 years down the line. Wasn't britam the crown jewel in his portfolio? The big boys/majority shareholders couldn't pull a rabbit out of the hat this time around. The damaged inflicted by a severe funding squeeze will take some considerable time to undo.


http://www.businessdaily...507616-t1axki/index.html

KQ ABP 4.26
VituVingiSana
#1047 Posted : Friday, January 06, 2017 8:57:06 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Why would the IFC buy such an insignificant (non-controlling) stake in Britam? What's the logic?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Spikes
#1048 Posted : Friday, January 06, 2017 10:56:12 AM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
Ebenyo wrote:
alotoftalk wrote:
My initial thought was Munga flipping his "Rawat" shares to IFC. But if these are newly created shares being subscribed for (j.mp/2i4HTa0) then my guess is that they ran into capital adequacy issues after resetting their FY reserves based on gross premium valuation methodology (which they adopted in the current year) plus mark-to-market of their portfolio and impairment of some of KES 3.2 Bn in deposits held with financial institutions a proportion of which must be at either Chase or Imperial.

The dilution by IFC therefore became a necessary evil.

The subscription date of 30/12/2016, a day just before the FY books close (31/12/2016) is also an interesting tidbit.


They have played their game smart enough to hoodwink ignorant shareholders.
When somebody hears 'world bank',feels like Jesus coming to your house physically to dine with u.
This is massive dillution,and sooner or later there will be price correction.




When KQ's MJ was joining the board, the market in its rendition perceived him as contemporary Jesus Christ of Nazareth. As a matter of fact the rally following the announcement afforded the likes of @Obiero to double their income. Equally traders are most likely to make a killing after IFC expressed interest in Britam stake. ..
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
Realtreaty
#1049 Posted : Saturday, January 07, 2017 1:56:24 PM
Rank: Elder

Joined: 8/16/2011
Posts: 2,386
Things are opening up. When a new partner chips in it means money have been brought and big minds in the system. Soon we shall see bigger things!!!
Ericsson
#1050 Posted : Saturday, January 07, 2017 2:58:36 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
Realtreaty wrote:
Things are opening up. When a new partner chips in it means money have been brought and big minds in the system. Soon we shall see bigger things!!!

BRITAM=UAP
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
129 Pages«<103104105106107>»
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