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KENOL KOBIL .... 2012
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Ali Baba
#1301 Posted : Tuesday, July 03, 2012 8:24:02 AM
Rank: Member

Joined: 8/29/2008
Posts: 573
The problem with KK deal is some people are using Kestrel Capital's advice that it may be valued at sh 21/share.And I'm not disputing that.But according to Business daily,Kestrel capital is associated with Biwott who is also a majority shareholder of KK.Guys,can't you smell something here??KK's valuation was not done by an independent person.
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Jamani
#1302 Posted : Tuesday, July 03, 2012 8:51:48 AM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
Ali Baba wrote:
The problem with KK deal is some people are using Kestrel Capital's advice that it may be valued at sh 21/share.And I'm not disputing that.But according to Business daily,Kestrel capital is associated with Biwott who is also a majority shareholder of KK.Guys,can't you smell something here??KK's valuation was not done by an independent person.


If you are not disputing the value, you mean that Kestrel has done a professional job despite the dependent issues.... so what should we be smelling? You seem to imply that its over valued yet you do not dispute..... The issue you should be raising to us is if the valuation was professionally done or not.... I have seen other independent (non-Biwott related) valuers stating the value to be 30.... whats your say about this?
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VituVingiSana
#1303 Posted : Tuesday, July 03, 2012 9:29:13 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
Jamani wrote:
Ali Baba wrote:
The problem with KK deal is some people are using Kestrel Capital's advice that it may be valued at sh 21/share.And I'm not disputing that.But according to Business daily,Kestrel capital is associated with Biwott who is also a majority shareholder of KK.Guys,can't you smell something here??KK's valuation was not done by an independent person.

If you are not disputing the value, you mean that Kestrel has done a professional job despite the dependent issues.... so what should we be smelling? You seem to imply that its over valued yet you do not dispute..... The issue you should be raising to us is if the valuation was professionally done or not.... I have seen other independent (non-Biwott related) valuers stating the value to be 30.... whats your say about this?
Well, if Kestrel says 20-21 they they have info we do not ;-)
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#1304 Posted : Tuesday, July 03, 2012 9:39:09 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Higest bid = 287,400 @ 16.95bob

Higest offer = 0
Mark 12:29
Deuteronomy 4:16
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youcan'tstopusnow
#1305 Posted : Tuesday, July 03, 2012 9:52:36 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Ni mapema bado. As at 9.48:
Highest bid 100,000 at 16.15
Lowest ask 10,000 at 16.75
Overal bids vs. asks 1.04m vs. 170,800

Figures are changing by the minute though...
GOD BLESS YOUR LIFE
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youcan'tstopusnow
#1306 Posted : Tuesday, July 03, 2012 10:02:14 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
VituVingiSana wrote:
Jamani wrote:
Ali Baba wrote:
The problem with KK deal is some people are using Kestrel Capital's advice that it may be valued at sh 21/share.And I'm not disputing that.But according to Business daily,Kestrel capital is associated with Biwott who is also a majority shareholder of KK.Guys,can't you smell something here??KK's valuation was not done by an independent person.

If you are not disputing the value, you mean that Kestrel has done a professional job despite the dependent issues.... so what should we be smelling? You seem to imply that its over valued yet you do not dispute..... The issue you should be raising to us is if the valuation was professionally done or not.... I have seen other independent (non-Biwott related) valuers stating the value to be 30.... whats your say about this?
Well, if Kestrel says 20-21 they they have info we do not ;-)

There is no 'problem'. There are many brokers who have given their take and people are FREE to choose the ones they see fitsmile. People should also read the disclaimers in these reports. It clearly states that Kestrel Capital provides advisory services to KK and its major shareholders. Any decision made by minority shareholders should definitely consider that.
All in all, speculation drives all markets and can't be avoided.
GOD BLESS YOUR LIFE
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mwekez@ji
#1307 Posted : Tuesday, July 03, 2012 9:50:41 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
youcan'tstopusnow on Monday, July 02, 2012 3:35:26 PM wrote:
mwekez@ji wrote:
VituVingiSana wrote:
youcan'tstopusnow wrote:
More trades need to take place at 15.70 if price is to edge up higher. But no one wants to sell (can't blame anyone)...
Max 10% for the day = 15.70 so kesho?


VWAP today is 15.45. The demand @15.70 was not fully supplied. Kesho they have to up their bid smile


Maximum kesho ni 16.95.

Last time we were at these levels, a spanner was thrown in the works. It will be interesting to see how it goes over the next few days...


16.95 has been recorded today. smile However, buyers are running out of steam. We need a catalyst to make major move …. forward …. or backwards
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VituVingiSana
#1308 Posted : Tuesday, July 03, 2012 11:56:12 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
17 is the minimum takeover price (based on Kestrel's report, I think 20 is the target) so folks will get conservative at 17 since why buy today at 17 to get 17 in 4 months?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#1309 Posted : Wednesday, July 04, 2012 12:16:46 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
why buy today at 17 to get 17 in 4 months?


@VVS in the cautionary statement it clearly states that regulatory approval is being sought alongside the due diligence..

If so then why the 4 month period?? or am i mistaken??
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#1310 Posted : Wednesday, July 04, 2012 12:30:28 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
why buy today at 17 to get 17 in 4 months?

@VVS in the cautionary statement it clearly states that regulatory approval is being sought alongside the due diligence..

If so then why the 4 month period?? or am i mistaken??
My estimate until the payout. I had detailed it out earlier.

VituVingiSana #739 Posted : Friday, June 15, 2012 9:30:48 PM

VituVingiSana wrote: YES... My payoff is here

Just to remind KeKe shareholders that 5 weeks have elapsed since may 8th...... One more week and if need be an extension of 2 more weeks! Looking forward to the big news whether after next week or in july!
No need to get impatient though earlier the better! I am resigned to September at the earliest

3 more weeks (why should Puma rush it? Better to kick the tyres for 2 more weeks) until some sort of announcement.
2 weeks to prepare documents, send a notice to Shareholders
3 weeks waiting for the Notice Period for the EGM. In the meantime, consultations with CMA & brokers on how to accomplish the Takeover.
4 weeks by CMA to approve the Takeover + hassles with MoE & Treasury.
6 weeks to dispatch Takeover docs & the process.
4 weeks to tally, announce then pay the Shareholders

22 weeks from 15 June 2012 = 30th Nov 2012
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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