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Kenya airways Right Issue
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the deal
#221 Posted : Saturday, April 07, 2012 7:53:57 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
mwekez@ji wrote:
earthvoice wrote:
the deal wrote:
KQ Rights Issue: A Grand Plan Facing Strong Headwinds

My 7 page report on KQ on this link http://contrarianinvestingkenya...-facing-strong-headwinds


Excellent piece @the deal
Applause Applause Applause


Excellent piece indeed. Even Bankelele is directing guyz to your write-up. Applause Applause Applause

2 questions:

1. How did you arrive at the KES 12

2. According to you, whats the ideal price for this share/the minimum price that the share should ideally trade

Everyone is bearish...even IATA is bearish...my model has an accurancy of ±15%
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mwekez@ji
#222 Posted : Saturday, April 07, 2012 8:14:17 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
the deal wrote:
mwekez@ji wrote:
earthvoice wrote:
the deal wrote:
KQ Rights Issue: A Grand Plan Facing Strong Headwinds

My 7 page report on KQ on this link http://contrarianinvestingkenya...-facing-strong-headwinds


Excellent piece @the deal
Applause Applause Applause


Excellent piece indeed. Even Bankelele is directing guyz to your write-up. Applause Applause Applause

2 questions:

1. How did you arrive at the KES 12

2. According to you, whats the ideal price for this share/the minimum price that the share should ideally trade

Everyone is bearish...even IATA is bearish...my model has an accurancy of ±15%


You are dodging answering the 2Qs Sad
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mwekez@ji
#223 Posted : Saturday, April 07, 2012 8:51:21 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
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Aguytrying
#224 Posted : Sunday, April 08, 2012 2:44:53 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
The rights may be succesful. However this stock will take a nose dive when excitement dies down. The supply pressure will be imense. The current market upturn may delay or mask this but it will happen.
The investor's chief problem - and even his worst enemy - is likely to be himself
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QW25091985
#225 Posted : Sunday, April 08, 2012 7:07:06 AM
Rank: User


Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
mwekez@ji wrote:
the deal wrote:
mwekez@ji wrote:
earthvoice wrote:
the deal wrote:
KQ Rights Issue: A Grand Plan Facing Strong Headwinds

My 7 page report on KQ on this link http://contrarianinvestingkenya...-facing-strong-headwinds


Excellent piece @the deal
Applause Applause Applause


Excellent piece indeed. Even Bankelele is directing guyz to your write-up. Applause Applause Applause

2 questions:

1. How did you arrive at the KES 12

2. According to you, whats the ideal price for this share/the minimum price that the share should ideally trade

Everyone is bearish...even IATA is bearish...my model has an accurancy of ±15%


You are dodging answering the 2Qs Sad


@the deal. Answer the questions . Laughing out loudly
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the deal
#226 Posted : Sunday, April 08, 2012 10:58:08 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Hehehehe NO RIOTS!!!!! Give me your email @ everyone who is interested in knowing a little bit more about the business of airlines...
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mwekez@ji
#227 Posted : Sunday, April 08, 2012 6:35:23 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
the deal wrote:
Hehehehe NO RIOTS!!!!! Give me your email @ everyone who is interested in knowing a little bit more about the business of airlines...


Hehehehe NO RIOTS!!!!!

Pls share: 2mwekezaji@gmail.com

I remember a while back you were sending updates to your mail group. If you still have that program, pls add this email
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mozenrat
#228 Posted : Sunday, April 08, 2012 7:44:15 PM
Rank: Veteran


Joined: 5/18/2008
Posts: 796
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mwekez@ji
#229 Posted : Sunday, April 08, 2012 7:53:43 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
mozenrat wrote:
mwekez@ji wrote:
mwekez@ji wrote:
financial market sources say that the uptake of Kenya Airways share rights issue after the first week has neared 80 percent, with 3 more weeks to go. Watch this space



Which sources???? could be the local barman.. sema tuskie


wolfganghthome were the 1st to air the rights launch news days before others could pick the news ... so tell us, what you have found out?
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mwekez@ji
#230 Posted : Wednesday, April 11, 2012 9:13:35 AM
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QW25091985
#231 Posted : Wednesday, April 11, 2012 10:07:01 AM
Rank: User


Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
guru267 wrote:
QW25091985 wrote:
okay you guys keep panicking am down there waiting for you sell orders !


What happens when @qw endorses a stock?? (ak, paka & britank) smile



emmmmm ! av never endosed britank or paka ...hebu wacha bangi mob !
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hisah
#232 Posted : Wednesday, April 11, 2012 6:25:57 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
4.2M volume on KQ today... Hmmm.... Think
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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itz
#233 Posted : Wednesday, April 11, 2012 8:02:46 PM
Rank: Member


Joined: 3/20/2009
Posts: 348
its quite funny how the KQ finance director told a nation reporter that the increase of share float by an extra 1.47billion from 462m would not affect price because the new shares are fixed at 14 bob.KQ is going to be the new safcom, i expect this stock to hit 8 bob by next year.Be a hero and continue buying, i have been saying the same thing since 32

http://www.nation.co.ke/...2/-/lfl4b9z/-/index.html
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Aguytrying
#234 Posted : Wednesday, April 11, 2012 11:15:49 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
hisah wrote:
4.2M volume on KQ today... Hmmm.... Think


and also 4M rights changing hands. ppt at work?
The investor's chief problem - and even his worst enemy - is likely to be himself
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mwekez@ji
#235 Posted : Thursday, April 12, 2012 9:10:37 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Aguytrying wrote:
hisah wrote:
4.2M volume on KQ today... Hmmm.... Think


and also 4M rights changing hands. ppt at work?


A top 10 shareholder is out

A new top 10 shareholder is in

Think Think
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mwekez@ji
#236 Posted : Friday, April 13, 2012 9:02:53 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Quote:
Kenya Airways reacted 2.867% higher to close at 14.35 and was trading at 14.50 +3.94% at the Close. The Supply Overhang which had dragged us below the Rights Issue Price might well have been mopped up and Value Investors must be running the Slide Rule. Kenya Airways trades on a PE of less than 2. Kenya Airways owns a Valuable SSA Franchise.


Alykhan Satchu on 12.04.2012
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VituVingiSana
#237 Posted : Tuesday, April 17, 2012 12:49:26 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,107
Location: Nairobi
mwekez@ji wrote:
Quote:
Kenya Airways reacted 2.867% higher to close at 14.35 and was trading at 14.50 +3.94% at the Close. The Supply Overhang which had dragged us below the Rights Issue Price might well have been mopped up and Value Investors must be running the Slide Rule. Kenya Airways trades on a PE of less than 2. Kenya Airways owns a Valuable SSA Franchise.


Alykhan Satchu on 12.04.2012


Rolling Eyes Liar Liar Shame on you Shame on you
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#238 Posted : Tuesday, April 17, 2012 12:54:31 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,107
Location: Nairobi
http://www.standardmedia...00056183&cid=4&

Efforts by a businessman to stop the ongoing Kenya Airways rights issue has flopped.

The High Court on Friday declined to suspend the rights issue of 1,477,169 shares after certifying the case urgent and ordered Mr Rakesh Gadani to serve KQ with the suit papers.

Justice Fred Ochieng said he should serve the airline and the case heard inter partes on April 17. Rakesh wanted the airline directors temporarily stopped from offering the shares at Sh14 or listing them at the Nairobi Stock Exchange, pending hearing and determination of his case.

The case was filed on grounds that existing shareholders who cannot exercise their rights offer in full could lose 66 percent of the value of the shares.

"In essence, one is being forced to give up Sh28 per share (two third of the value)," he stated. KQ intends to raise Sh20.68 billion by way of the rights issue of new ordinary shares.

He stated the Rights Issue offer price represents a discount of 32.2 percent to the volume weighed average price of KQ ordinary shares on the NSE for the past 90 trading days up to February 29, being the date the board approved the rights issue terms.

"Current shareholders have not had the chance to question the board of directors to explain the logic behind selling shares at Sh14 when the net asset value is Sh42, which is 66 percent," he added.

On Friday, his lawyer, Mr Stephen Gitonga told the court the issuance of shares is oppressive to his client and minority shareholders, adding that KQ issued the Information Memorandum which is the basis of the trading of the rights share issue after the rights started trading.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mwekez@ji
#239 Posted : Wednesday, April 18, 2012 9:22:14 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
VituVingiSana wrote:
mwekez@ji wrote:
Quote:
Kenya Airways reacted 2.867% higher to close at 14.35 and was trading at 14.50 +3.94% at the Close. The Supply Overhang which had dragged us below the Rights Issue Price might well have been mopped up and Value Investors must be running the Slide Rule. Kenya Airways trades on a PE of less than 2. Kenya Airways owns a Valuable SSA Franchise.


Alykhan Satchu on 12.04.2012


Rolling Eyes Liar Liar Shame on you Shame on you


Y r u givin z guy such emoticons. He really thinks the current price is a Mis Price.
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hisah
#240 Posted : Wednesday, April 18, 2012 9:26:45 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Arabians to launch direct flights to NBO.
Americans to follow suit.
Now its Koreans - www.flight-africa.com/20...-direct-flights.html?m=1

How does this affect KQs international revenues....
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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