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KENOL KOBIL .... 2012
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mwekez@ji
#341 Posted : Wednesday, May 09, 2012 8:39:47 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
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?smile


This thing already has a lead transaction adviser?

... Those valuations are just same. Tells us alot
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Aguytrying
#342 Posted : Wednesday, May 09, 2012 8:43:51 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
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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youcan'tstopusnow
#343 Posted : Wednesday, May 09, 2012 8:47:52 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
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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Aguytrying
#344 Posted : Wednesday, May 09, 2012 8:52:58 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
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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youcan'tstopusnow
#345 Posted : Wednesday, May 09, 2012 8:55:59 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
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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VituVingiSana
#346 Posted : Wednesday, May 09, 2012 9:02:06 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
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?smile


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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youcan'tstopusnow
#347 Posted : Wednesday, May 09, 2012 9:24:19 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
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 INDUSTRIES

Minority 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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  | | Edit by user: Wednesday, May 09, 2012 9:57 AM | Reason: Not specified
QW25091985
#348 Posted : Wednesday, May 09, 2012 9:27:09 AM
Rank: User

Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
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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hisah
#349 Posted : Wednesday, May 09, 2012 9:32:03 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
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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Cde Monomotapa
#350 Posted : Wednesday, May 09, 2012 9:41:12 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
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 smile
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