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Its A Rights Issue From Kenya Airways!
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the deal
#91 Posted : Friday, October 21, 2011 12:59:50 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
mwanahisa wrote:
the deal wrote:
Uhmmh a 3:1 RI will bring how many shares into the market? With PAT of between Sh6-7.2 Billion for FY 2011/12 what will be the EPS?


Currently KQ has just under 462 million shares in issue. A 3:1 rights issue would increase these shares to approximately 1.85 Billion shares.

Taking the top end of your PAT estimate of Kshs 7.2 B, EPS would amount to Kshs 3.9 per share.

In 2011-12, I doubt whether KQ will be able to grow PAT by more than 100%, which is what 7.2 B would represent.

All the same, I can see a short term play shaping up on KQ.

At 17 bob where me & hisah are waiting for this Boeing...PE will be 3.9 post rights issue ofcourse!!!
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mwanahisa
#92 Posted : Friday, October 21, 2011 2:52:52 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
the deal wrote:
mwanahisa wrote:
All the same, I can see a short term play shaping up on KQ.

At 17 bob where me & hisah are waiting for this Boeing...PE will be 3.9 post rights issue ofcourse!!!


Then, let's hope it gets there. But I can guarantee you, this will be one where I sneak in - at Minus 20 Kshs and exit ASAP.
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hisah
#93 Posted : Friday, October 21, 2011 3:55:35 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
@23.25 with a 2011 low of 23. Did the KQ pilot bail out without warning!? The capitulation...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Pierce
#94 Posted : Tuesday, October 25, 2011 9:13:07 AM
Rank: Veteran

Joined: 3/16/2009
Posts: 1,464
Wapi dividend cheque??
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the deal
#95 Posted : Tuesday, October 25, 2011 9:55:46 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
hisah wrote:
@23.25 with a 2011 low of 23. Did the KQ pilot bail out without warning!? The capitulation...

Laughing out loudly smile Sigggggh 22.50 today...the capitulation continues...
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QW25081985
#96 Posted : Tuesday, October 25, 2011 10:06:20 AM
Rank: User

Joined: 8/29/2011
Posts: 1,045
Location: Mtaani
the deal wrote:
hisah wrote:
@23.25 with a 2011 low of 23. Did the KQ pilot bail out without warning!? The capitulation...

Laughing out loudly smile Sigggggh 22.50 today...the capitulation continues...


volumes are just tooooo weak for me to get concerned...
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mwanahisa
#97 Posted : Tuesday, October 25, 2011 10:21:26 AM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
Considering the upcoming massive dilution that has been telegraphed by the company, the lower it goes, the better it is.

This will create room for some modest upside around the H1 results.
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hisah
#98 Posted : Tuesday, October 25, 2011 2:01:51 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
the deal wrote:
hisah wrote:
@23.25 with a 2011 low of 23. Did the KQ pilot bail out without warning!? The capitulation...

Laughing out loudly smile Sigggggh 22.50 today...the capitulation continues...

22 prints...
NBK looks like it wants to break below 20...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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the deal
#99 Posted : Thursday, October 27, 2011 10:31:40 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
The Boeing has put in a nasty 2Q perfomance http://www.kenya-airways...nd%20quarter%202011.pdf

@HIsah time to start getting in!
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the deal
#100 Posted : Thursday, October 27, 2011 12:12:30 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
My analysis of the KQ 2Q operational results Kenya on http://contrarianinvestingkenya.info NOWsmile
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