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KENOL KOBIL .... 2012
Rank: Chief Joined: 5/31/2011 Posts: 5,121
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VituVingiSana wrote:mwekez@ji wrote:VituVingiSana wrote:mwekez@ji wrote:NAV per share
KES 7.9 (11,650,461,000/1,471,761,200)
?¿ You have to deduct the Final 'proposed dividend' which will be paid on shares held as of 30th April 2012. Thats making things worse Now we have KES 7.5 {(11,650,461,000-632,857,000)/1,471,761,200} You have to consider other factors. Read the Annual Report note 19 (Pg 55). Then 'revalue' these assets (land) at current market prices To what extent can they revalue this Property Plant and Equipment (PPE) that are carried in the Balance Sheet at KES 3,778,098,000. And especially the land and building that comprises 73% of the PPE. If revalued upward by KES 2,000,000,000 we get a NAV per share of KES 8.85. Now, can we add goodwill
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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youcan'tstopusnow wrote:mwekez@ji wrote:92 shareholders own 88.39% of KK. Hawa ndio wameuza KeKe
Wazua Nominee Account owns 7.42%. Sasa niwaulize nduguzanguni, sisi tutauza shilingi ngapi? 
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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mwekez@ji wrote:youcan'tstopusnow wrote:mwekez@ji wrote:92 shareholders own 88.39% of KK. Hawa ndio wameuza KeKe
Wazua Nominee Account owns 7.42%. Sasa niwaulize nduguzanguni, sisi tutauza shilingi ngapi?  kumi na nane kwenda mbele
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Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi
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speculator wrote:Jamani wrote:Niko na tension..... time is not moving.... just want to see the market reaction Will 10% rule apply today hata mimi cant wait. 10% rule suspended... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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WOW ! 2012, gathinga, Guest (10000), Jamani, Metasploit, Papa Investor, QW25091985, speculator, stocksmaster, VituVingiSana
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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QW25091985 wrote:WOW ! 2012, gathinga, Guest (10000), Jamani, Metasploit, Papa Investor, QW25091985, speculator, stocksmaster, VituVingiSana list of KEKE Wazua nominees
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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VituVingiSana wrote:speculator wrote:Jamani wrote:Niko na tension..... time is not moving.... just want to see the market reaction Will 10% rule apply today hata mimi cant wait. 10% rule suspended... VVS i dont get it, could you kindly elaborate
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Rank: Veteran Joined: 11/30/2006 Posts: 635
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youcan'tstopusnow wrote:The loan facility may not have been specifically for the 'buy-out' as it was ''originally marketed at $180 million'' but was oversubribed to 260 million 14.6/= would be a joke really. Twice that is what I would consider fair value. In normal market conditions one would be looking to flip KK on AT LEAST a P.E of 15 (15*2.2 =33/=). And I know many who would balk at that figure on being on the lower side. But the onus is on the big boys, who are the ones selling. Would they cosider 20 bob a ''very good deal'' in comparison to the prices they got in? But payday may just be around the corner. No wonder Segman alikuwa anaharakisha hizo ESOP      KEKE! KEKE! KEKE! KEKE! KEKE! KEKE! KEKE! KEKE! KEKE! That's my evil laugh! The ESOP was a good move. It made sure interests of the majority shareholders are aligned to those of senior management
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Sasa hii thread ikifika post elfu mbili watafunga pia?! GOD BLESS YOUR LIFE
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Rank: Elder Joined: 6/19/2008 Posts: 4,268
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Have you received the Cautionary Statement from KK? How will such a take-over affect the smaller shareholders and the share price going forward after the change of guard? will this change the management too?
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