Wazua
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AccessKenya takeover offer at 14/=
Rank: Member Joined: 2/18/2011 Posts: 448
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I fancy Pan African Insurance is next on the list with Sanlam steadily increasing its stake in that company......
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Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi
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Jamani wrote:VituVingiSana wrote:Be happy with the 14 from DD coz with Safaricom building out a data network [instead of buying Access], Orange floundering, Yu a non-issue & only Airtel possibly buying Access... the options are limited. Do I want more? Yes. Will I accept 14? Yes.
I hope this deal is approved ASAP by the CMA & CCK so we can move on to other investments. Just thinking......mmmmh what if I decide not to sell and stick on with DD..... Will I be better off in 5 years? DD will be doing their core business part of which is data centers they have some in Middle East and South Africa they will leverage on the redundancy load balancing, security among others for tier 2 DC here and tier2.5 or 3 to 4 in SA & ME. Unlike safcom which has a tier 2 data centre and will have to get a third party to handle extenal redundancy (which might as well be DD ). Just thinking critical mass data storage will safcom beat DD to it? too complicated. Give me the 14. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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VituVingiSana wrote:Jamani wrote:VituVingiSana wrote:Be happy with the 14 from DD coz with Safaricom building out a data network [instead of buying Access], Orange floundering, Yu a non-issue & only Airtel possibly buying Access... the options are limited. Do I want more? Yes. Will I accept 14? Yes.
I hope this deal is approved ASAP by the CMA & CCK so we can move on to other investments. Just thinking......mmmmh what if I decide not to sell and stick on with DD..... Will I be better off in 5 years? DD will be doing their core business part of which is data centers they have some in Middle East and South Africa they will leverage on the redundancy load balancing, security among others for tier 2 DC here and tier2.5 or 3 to 4 in SA & ME. Unlike safcom which has a tier 2 data centre and will have to get a third party to handle extenal redundancy (which might as well be DD ). Just thinking critical mass data storage will safcom beat DD to it? too complicated. Give me the 14. 14 is already decided and you will surely get, just pray that no one runs to start funny court cases
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi
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http://www.businessdaily...6/-/pcic27z/-/index.htmlGreedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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Quote "Coming shortly after legal and labour issues aborted an equally promising deal at KenolKobil, one can only hope that all interested parties in the AccessKenya deal will keep in the straight and narrow to make it a success." End quote
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Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi
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The shareholders will have to wait until the deal is either sealed,rejected or withdrawn,.only the devil knows when. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi
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The best case scenario is for ak to remain at the nse to conform with the 20% local shareholding rule,then we sell at the peak of new optimism at 30bob. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi
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I see safcom regretting after the giant sets in to find working infrustructure,remember ak's only handle was capital. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 6/2/2011 Posts: 4,824 Location: -1.2107, 36.8831
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mlennyma wrote:I see safcom regretting after the giant sets in to find working infrustructure,remember ak's only handle was capital.  this dd guys have been in kenya as capital something for sometime. Watawezana na mpesa kweli? Receive with simplicity everything that happens to you.” ― Rashi
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AccessKenya takeover offer at 14/=
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