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Kenya Re - what gives?
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Ericsson
#431 Posted : Friday, December 04, 2015 8:19:00 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
This counter will never have debt,issue a rights issue in the medium to long term.
It is extremely healthy in terms of cash reserves.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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mlennyma
#432 Posted : Friday, December 04, 2015 8:24:05 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Ericsson wrote:
This counter will never have debt,issue a rights issue in the medium to long term.
It is extremely healthy in terms of cash reserves.

but you can't rule out further privatization and dilution,this is the only counter with a good price which the gvt can offload more
"Don't let the fear of losing be greater than the excitement of winning."
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  | | Edit by user: Friday, December 04, 2015 8:30 PM | Reason: Not specified
murchr
#433 Posted : Friday, December 04, 2015 8:40:08 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
25/- Next stage?
"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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Ericsson
#434 Posted : Saturday, December 05, 2015 8:57:09 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
@mlennyama;
Companies which are doing well and giving returns to treasury;GOK has no plans to privatise.
It's one of the reasons they are still witholding 70% stake in KENGEN,35% in safaricom with no further plans of further privatization.
Sick and demanding cows are the ones being disposed off like sugar factories,NBK,Consolidated Bank.
Just recently we have started seeing GOK defends its stake in rights issue something which was unheard of in the last decade
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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sparkly
#435 Posted : Saturday, December 05, 2015 10:28:14 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
murchr wrote:
25/- Next stage?


New highs will be smashed so fast. The bus is fueled and loaded.
Life is short. Live passionately.
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mlennyma
#436 Posted : Saturday, December 05, 2015 11:11:30 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Ericsson wrote:
@mlennyama;
Companies which are doing well and giving returns to treasury;GOK has no plans to privatise.
It's one of the reasons they are still witholding 70% stake in KENGEN,35% in safaricom with no further plans of further privatization.
Sick and demanding cows are the ones being disposed off like sugar factories,NBK,Consolidated Bank.
Just recently we have started seeing GOK defends its stake in rights issue something which was unheard of in the last decade

i have bookmarked this post
"Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana
#437 Posted : Sunday, December 06, 2015 12:57:28 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
15th April 2015

Exit Kenya Re, be cautious about Sasini - Simon Mburu

http://www.nation.co.ke/...2/-/76vgvoz/-/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#438 Posted : Sunday, December 06, 2015 9:28:18 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Reasons why I don't trust this analysts report.
You should post to them the current price vis a vis others which were on their highs at that time.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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sparkly
#439 Posted : Sunday, December 06, 2015 10:16:43 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
[quote=VituVingiSana]15th April 2015

Exit Kenya Re, be cautious about Sasini - Simon Mburu

http://www.nation.co.ke/.../-/76vgvoz/-/index.html[/quote]
Quote:
Kenya Re: Although this has always been a good counter fundamentally, it is one that you should consider exiting in favour of other counters.


That was said in April 2015 when Kenya Re was 18.

Not many stocks have performed better than Kenya Re. You would have needed a very strong crystal ball to pick better performing stocks.
Life is short. Live passionately.
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VituVingiSana
#440 Posted : Thursday, December 24, 2015 1:12:16 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Good stuff for KenyaRe http://www.businessdaily...94/-/1k8pl9/-/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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