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KENOL KOBIL .... 2012
Rank: Chief Joined: 5/31/2011 Posts: 5,121
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youcan'tstopusnow wrote:Something very interesting to note: Kestrel Capital is the lead transaction adviser. In its most recent report on KK, they gave it a fair value of 17.50. So unlikely to see a strike price of less than that amount. Unlikely is the term though... SIB values KK at 17.2. But while Kestrel predicts a solid jump in EPS over the next 2 years, SIB expects a drop. Who would you go with?  This thing already has a lead transaction adviser? ... Those valuations are just same. Tells us alot
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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hisah wrote:I'm just wondering if this KK buyout ends like Unilever. That is, all the minorities are also bought out. I think that would be unfair to say the least esp now that we know KE has hydrocarbons potential... Its true. Puma energy has an IPO this year, though do not know in which exchange. There is always total for those who want to benefit from hydrocarbons through the OMC's. Quick question, if the situation doesn't get better do you think TOTAL PLC can close shop in Kenya? it is a weird question esp now that we have hydrocarbons. Maybe i should ask what would be their actions on Total kenya considering how the compant is performing and the potential oil find? The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Where did mv_ufanisi go? He was the originator of the great thread. mv_ufanisi on 30th March 2010 wrote:
What are the expectations of
the results of this company?
Will they still be able to give a good dividend yield this year?
http://www.wazua.co.ke/f...aspx?g=posts&t=6456
I bet he didn't expect 2379 replies to be streaming in 2 years later ******************** Let us stop the arguments please... GOD BLESS YOUR LIFE
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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sorovi wrote:http://www.standardmedia.co.ke/standarddigitalworld/?articleID=2000057847&pageNo=1 What kind of reporting is this from standard???? KK does not have 400 petrol stations around the country. The headline reads "KenolKobil seeks to offload 25 pc shareholding to Swiss firm" later in the text it says "had already entered into exclusive talks with Puma Energy for the sale of more than 25 per cent stake in the firm" abysmal reporting. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Aguytrying wrote:
Its true. Puma energy has an IPO this year, though do not know in which exchange.
Just think out loud here: Many deals involve cash plus stock. We could see Puma pay, let's say 20 bob, and offer shareholders stock of Puma in return. GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/3/2007 Posts: 18,126 Location: Nairobi
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mwekez@ji wrote:youcan'tstopusnow wrote:Something very interesting to note: Kestrel Capital is the lead transaction adviser. In its most recent report on KK, they gave it a fair value of 17.50. So unlikely to see a strike price of less than that amount. Unlikely is the term though... SIB values KK at 17.2. But while Kestrel predicts a solid jump in EPS over the next 2 years, SIB expects a drop. Who would you go with? This thing already has a lead transaction adviser? ... Those valuations are just same. Tells us alot I would pick Kestrel over SIB any day! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Jamani wrote:[quote=hisah] ...i think the rule is no one is forced to sell even if they delist
I would think so too. Have yet to see someone forced to sell. CASE STUDY: EAST AFRICAN PACKAGING INDUSTRIESMinority shareholders of de-listed manufacturer East African Packaging Industries (EAPI) are set to receive a buyout offer early next year, in a transaction that will see the Canadian-based parent company acquire total control of the firm. Managing director Cor Roest, said the Canadian Overseas Packaging Industries (COPIL) is putting together a second offer to minority shareholders, eight years after EAPI de-listed from the Nairobi Stock Exchange (NSE). “In 2003, COPIL made an offer for the shares they did not already own and 2.3 per cent either did not respond or declined,” said Mr Roest. “Now the intention is to make a revised offer next year,” he said, but declined to disclose details of the new offer. http://www.businessdaily...52/1075736/-/oskt0oz/-/
GOD BLESS YOUR LIFE
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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youcan'tstopusnow wrote:Aguytrying wrote:
Its true. Puma energy has an IPO this year, though do not know in which exchange.
Just think out loud here: Many deals involve cash plus stock. We could see Puma pay, let's say 20 bob, and offer shareholders stock of Puma in return. Hell NO !
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Aguytrying wrote:hisah wrote:I'm just wondering if this KK buyout ends like Unilever. That is, all the minorities are also bought out. I think that would be unfair to say the least esp now that we know KE has hydrocarbons potential... Its true. Puma energy has an IPO this year, though do not know in which exchange. There is always total for those who want to benefit from hydrocarbons through the OMC's. Quick question, if the situation doesn't get better do you think TOTAL PLC can close shop in Kenya? it is a weird question esp now that we have hydrocarbons. Maybe i should ask what would be their actions on Total kenya considering how the compant is performing and the potential oil find? Hard to make of what Total PLC could do for now. But once the offshore block they hold is explored & determined, then it becomes more clear about their TKL strategy.
But for them to aid the buyout of caltex locally, they must be more to this picture.
KK transaction better be held nicely as the genuine pig of oil firm acquisition.
Did KK say they are looking to go real estate? Follow that money... Hapo kuna kitu.
And when are REITs coming to NSE? As well as derivatives? We need these online to get the hot money flooding in to give ndungu a chance to stop selling dollars and sticking the CBR at the ceiling. Lakini bado lazima wa chunge inflation brought by that hot money. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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QW25091985 wrote:youcan'tstopusnow wrote:Aguytrying wrote:
Its true. Puma energy has an IPO this year, though do not know in which exchange.
Just think out loud here: Many deals involve cash plus stock. We could see Puma pay, let's say 20 bob, and offer shareholders stock of Puma in return. Hell NO ! What's ur CDS # QW? We do you some cross books
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Another case study is AFC. Not Leopards but Arsenal Football Club! A few years ago Stan Kroenke reached the minimum threshold required to be obligated to make an offer to the rest of the shareholders. That offer has never been accepted and his competitor Alisher Usmanov is still busy acquiring more shares regardless of the offer Kroenke put through. What I'm saying is if you feel a takeover bid is made at a 'bad' price, you have a choice of rejecting it. GOD BLESS YOUR LIFE
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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Cde Monomotapa wrote:QW25091985 wrote:youcan'tstopusnow wrote:Aguytrying wrote:
Its true. Puma energy has an IPO this year, though do not know in which exchange.
Just think out loud here: Many deals involve cash plus stock. We could see Puma pay, let's say 20 bob, and offer shareholders stock of Puma in return. Hell NO ! What's ur CDS # QW? We do you some cross books @ cde . wold you substitute your KK share for puma ( i still believe this is a sport wear company). i barely understand the company . invest in what you understand thats my motto ! and i understand access kenya very well thank you !
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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And KK is not trading so is seems the ban is indefinite! GOD BLESS YOUR LIFE
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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Is this thing still suspended?why the stupidity and trading is all about speculation? Hell "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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VituVingiSana wrote:mwekez@ji wrote:youcan'tstopusnow wrote:Something very interesting to note: Kestrel Capital is the lead transaction adviser. In its most recent report on KK, they gave it a fair value of 17.50. So unlikely to see a strike price of less than that amount. Unlikely is the term though... SIB values KK at 17.2. But while Kestrel predicts a solid jump in EPS over the next 2 years, SIB expects a drop. Who would you go with? This thing already has a lead transaction adviser? ... Those valuations are just same. Tells us alot I would pick Kestrel over SIB any day! I think we now have a rough estimate as to what the price will be. VVS, seems your 20 bob target (and possibly more) will be achieved... GOD BLESS YOUR LIFE
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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why the suprise guys . what does 'indefinitely suspended' mean ?
Okay them lets start discussing about access kenya and how it will return 100 fld pretty soon .
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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@qw your dream on a.k is a must come i can second you. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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mlennyma wrote:
Is this thing still suspended?why the stupidity and trading is all about speculation? Hell
youcan'tstopusnow wrote:
The stock market is all about speculation! CMA should not try to kill it.
Did KK shareholders ask for this 'protection'? Ama pia Stella Kilonzo missed this bus and is trying to see if Segman can get her in? Bure!!! GOD BLESS YOUR LIFE
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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kwani what part of 'indefinitely suspended' do some of you guys don't understand . kama ulisomea chini ya mti u are excused . 
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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I remember cfc was given free hand to continue trading when the news of standard south africa merger emerged and price jumped more than 7times..is kk a different scenario or its just impunity at its best? "Don't let the fear of losing be greater than the excitement of winning."
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