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Takeover Targets in 2014
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murchr
#11 Posted : Thursday, November 14, 2013 6:21:35 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Am not liking these takeovers...we need more Matibas in Kenya, we should share the wealth
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Horton
#12 Posted : Thursday, November 14, 2013 7:29:18 PM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
the deal wrote:
Horton wrote:
the deal wrote:
Total, Kenol, Carbacid, HF, NIC Bank, NBK and Cables.



Carbacid??? Total??? NIC really???!?!? Erm seems like a long shot


Carbacid almost merged with BOC a few years ago.

NIC...look at the top shareholders...they can easily sell at a good price...the likes of First Rand...Nedbank & some Nigerian banks have been shopping around...

I would add Liberty Kenya to this list...not a takeover but Liberty SA is most likely to increase ownership in the company in the so near future...Liberty SA has already indicated to that effect...


The banking & insurance sectors are ripe for consolidation & takeovers going forward.



Yes I remember the carbacid BOC drama. However, this is not going to happen again.

HFCK I reckon, it could. Or rather I hope it does at 40 bob :D
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  | | Edit by user: Thursday, November 14, 2013 7:37 PM | Reason: Not specified
VituVingiSana
#13 Posted : Thursday, November 14, 2013 10:04:20 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,358
Location: Nairobi
After various contributions from Wazuans, I am going to add to the list though these are long-shots for 2014:

HFCK - Always the bridesmaid but not the bride. She has been 'touched' by both brothers (Britam & Equity) which makes it unlikely to find another suitor. It is a matter of time before HFCK is taken out BUT it does not seem so in 2014. Of course, never say never!

Eaagads - This is going, going... Once the Tatu City drama is sorted out. This can take ages in Kenyan courts. Perhaps not in 2014 but I doubt the premium will be much higher since the price has already ramped up. Coffee is hurting.

NBK - Takeover from the perspective of GoK (conversion of Preference Shares into Common Shares), NSSF or a Strategic Investor but not de-listing.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Elephant Man
#14 Posted : Friday, November 15, 2013 8:35:23 AM
Rank: Member

Joined: 12/24/2008
Posts: 112
Car and General
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mwekez@ji
#15 Posted : Friday, November 15, 2013 9:27:24 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
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Realtreaty
#16 Posted : Friday, November 15, 2013 9:59:57 AM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
I won't just bring in Rhetoric as in politics but as in business I can see from afar Sameer Yana tyres looking for a suitor that will leave Merali smiling like someone who has won a jackpot with no sweat. The suitor is probably from East (China, singapore, Korea or Japan) with 10% possibility of being from Europe-France. Tyre manufacture need technology and material sourcing. The emmergence of Foton motor assembly is making Merali see doubles and could either sell 70% to Chinese company as he retains 30% as happened on Access Kenya. China controls lumbering in Srilanka, has a big deal in malysia and Indonesia and could use these materials to set foot in Kenya. The Buying of Bridgestone is an eye opener and a deal!
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georgegop
#17 Posted : Friday, November 15, 2013 10:00:19 AM
Rank: Member

Joined: 8/30/2010
Posts: 183
Location: Migingo
Mwekez@ji in your estimation, how do you think the share prices of Kengen and KPLC will react to this?
Don't Work for Money, Let Money Work for You..
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mwekez@ji
#18 Posted : Friday, November 15, 2013 10:05:36 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
georgegop wrote:
Mwekez@ji in your estimation, how do you think the share prices of Kengen and KPLC will react to this?


No reaction; because the recommendation is flawed and the market knows it
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Realtreaty
#19 Posted : Friday, November 15, 2013 10:43:23 AM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
Are kenyans making money through this speculative takeovers or are they being cheated out? What will happen to those who didnot sell off their Access Kenya stocks to Dimension Data?
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Aguytrying
#20 Posted : Friday, November 15, 2013 12:06:24 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Realtreaty wrote:
Are kenyans making money through this speculative takeovers or are they being cheated out? What will happen to those who didnot sell off their Access Kenya stocks to Dimension Data?


those are our case studys. we'll know whether its better to hang on on to sell
The investor's chief problem - and even his worst enemy - is likely to be himself
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