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Kenya Airways...why ignore..
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Chuck Norrith
#8991 Posted : Tuesday, November 21, 2017 11:37:12 AM
Rank: Hello

Joined: 1/12/2016
Posts: 1
lochaz-index wrote:
HaMaina wrote:
KLM loses out in Kenya Airways debt-equity swap

http://www.theeastafrica...2648-jbe3akz/index.html

To Quote :- “Banks should sell their stake immediately an opportunity to exit presents itself. They have no business being equity investors in the first place, it was forced on them by circumstances,” AIB Capital analyst Dominic Ruriga told The EastAfrican.

The opportunity cost for the banks to hold on to the KQ shares is simply too huge. However, if they head for the exits en masse that would depress the share price for a long period with some getting trapped till the 10 year govt bailout is due. Seems like the banks' shareholding will determine KQ's price in a good old fashioned prisoner's dilemma play-out.


Interesting point of view; either way, banks were coerced into the proverbial rock-vs-hard-place dilemma. In the short term though, Jamii Bora seem to have gotten the better option.
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obiero
#8992 Posted : Tuesday, November 21, 2017 4:23:45 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Chuck Norrith wrote:
lochaz-index wrote:
HaMaina wrote:
KLM loses out in Kenya Airways debt-equity swap

http://www.theeastafrica...2648-jbe3akz/index.html

To Quote :- “Banks should sell their stake immediately an opportunity to exit presents itself. They have no business being equity investors in the first place, it was forced on them by circumstances,” AIB Capital analyst Dominic Ruriga told The EastAfrican.

The opportunity cost for the banks to hold on to the KQ shares is simply too huge. However, if they head for the exits en masse that would depress the share price for a long period with some getting trapped till the 10 year govt bailout is due. Seems like the banks' shareholding will determine KQ's price in a good old fashioned prisoner's dilemma play-out.


Interesting point of view; either way, banks were coerced into the proverbial rock-vs-hard-place dilemma. In the short term though, Jamii Bora seem to have gotten the better option.

Jamii Bora screwed it up for themselves.. Watch this space

KQ ABP 4.26
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obiero
#8993 Posted : Wednesday, November 22, 2017 8:49:29 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
4 trading days to go

KQ ABP 4.26
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HaMaina
#8994 Posted : Wednesday, November 22, 2017 9:12:25 AM
Rank: Veteran

Joined: 4/23/2014
Posts: 931
obiero wrote:
4 trading days to go

All the best Obiero.

“You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” - Ben Graham
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obiero
#8995 Posted : Wednesday, November 22, 2017 6:53:06 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
HaMaina wrote:
obiero wrote:
4 trading days to go

All the best Obiero.


Thanks @HaMaina... Good news still flowing in the build up to the rally of a lifetime http://www.businessdaily...97200-v8ktljz/index.html

KQ ABP 4.26
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obiero
#8996 Posted : Thursday, November 23, 2017 6:59:11 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
2 trading days to go

KQ ABP 4.26
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obiero
#8997 Posted : Friday, November 24, 2017 5:37:09 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5

KQ ABP 4.26
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  | | Edit by user: Friday, November 24, 2017 5:40 PM | Reason: Not specified
the deal
#8998 Posted : Friday, November 24, 2017 8:03:13 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
obiero wrote:
1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5

Laughing out loudly Laughing out loudly Laughing out loudly Obiero for the title of Supporter of the Year... KQ should give you free tickets
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obiero
#8999 Posted : Friday, November 24, 2017 8:30:48 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
the deal wrote:
obiero wrote:
1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5

Laughing out loudly Laughing out loudly Laughing out loudly Obiero for the title of Supporter of the Year... KQ should give you free tickets

Hehe.. I accept the award

KQ ABP 4.26
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Spikes
#9000 Posted : Saturday, November 25, 2017 6:51:35 AM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
obiero wrote:
the deal wrote:
obiero wrote:
1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5

Laughing out loudly Laughing out loudly Laughing out loudly Obiero for the title of Supporter of the Year... KQ should give you free tickets

Hehe.. I accept the award


@obiero How do you value stocks? Fundamentals or speculative information?
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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