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Kenya Airways...why ignore..
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obiero
#15471 Posted : Tuesday, January 07, 2025 8:00:40 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
obiero wrote:
obiero wrote:
obiero wrote:
Ericsson wrote:
Spikes wrote:
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?

Obiero is buy low sell high and move on

I have a mixture of both strategies but I prefer speculation based on inside knowledge via the exchange bar

Fair value KES 12.5 when factoring-in the Open Offer.. Now is absolutely the wrong time to sell and not the most opportune time to buy for existing shareholders.. Though existing shareholders with hearts of steel may accumulate sub KES 22

I am tempted to buy at current price but I shall exercise restraint. Expect a continuous trip upwards to KES 18 upto release of the Open Offer circular followed by a rapid fall down immediately afterwards.. How low it will go shall be anyone's guess, but mine remains KES 12.5

The more things change, the more they remain the same

KQ ABP 4.26
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obiero
#15472 Posted : Tuesday, January 07, 2025 8:03:46 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
obiero wrote:
Spikes wrote:
obiero wrote:
Spikes wrote:
Ericsson wrote:
obiero wrote:
Ericsson wrote:
Hii consolidation and split of shares is coming from where.
From the last information new shares were created and allocated to kq lenders and GOK conversion of debt to equity.The par value of kq shares wasn't adjusted.
The total issued shares of kq is now 5.82bn.
I will wait for tomorrow to see

I will not laugh, since the PJT Partners deal is indeed quite complex to understand.. Read more here https://www.kenya-airway...the%20restructuring.pdf
23.28B shares after restructuring of the debt to equity at KES 2.13 per share were consolidated at a ratio of 1:4 to 5.82B shares, though existing shareholders are yet to defend their diluted stake via an Open Offer which was assured by the board to be at a price lower than that issued to GoK, KLM and KQ Lenders Co Ltd with the Open Offer expected to raise KES 1.5B automatically implying a ratio of 5 new shares at price of KES 1.8 i.e 813,160,565 new Open Offer shares.



I have read the article and its very straight forward and simple.No need trying to calculate complex stuff like 23.28bn shares at 2.13 then consolidation.
There will be no consolidation taking place post the 5.82bn shares.
@Obiero as it stands your shares should be 266,000 and not the 66,000 shares you are posting.


@ Ericsson are you expecting a rally tomorrow?

@ericsson has sworn KES 1.5 will print


Laughing out loudly Laughing out loudly Laughing out loudly 'has sworn'

Can someone confirm whether KES 1.5 was sighted

Say less

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obiero
#15473 Posted : Tuesday, January 07, 2025 8:05:23 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
mwangi_ wrote:
were it not for obiero, i could have pocketed losses. I owe you big. i see it hitting a 10 soon,

@mwangi.. you are most welcome

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  | | Edit by user: Tuesday, January 07, 2025 8:09 PM | Reason: Not specified
obiero
#15474 Posted : Tuesday, January 07, 2025 8:36:13 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
HIGH uncertainty over the long pending Open Offer. Exchange bar reveals a split board, with esteemed Chairman MJ apparently the only eager one to see minority interest taken care of. Open Offer will most likely be shelved to welcome the impending share sale of significant KQ stake to the strategic investor who is coming in with USD 1.538B capital injection, to fund fleet expansion, and right-size the balance sheet. Revised KQ fair value as of Jan 2025, is KES 8.68, computation arising from restructuring GoK debt convert and KQLC entry rate of KES 2.17 (pre consolidation price multiplied by 4)..

Full year 2024 PAT KES 26B, following FX hedge reclassification. Stay tuned

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  | | Edit by user: Tuesday, January 07, 2025 11:22 PM | Reason: Not specified
obiero
#15475 Posted : Thursday, January 09, 2025 7:32:34 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
KES 6.01 by 14.01.2025. Who wants to bet KES 100,000

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Blukes
#15476 Posted : Thursday, January 09, 2025 10:48:00 AM
Rank: New-farer

Joined: 3/9/2019
Posts: 22
Location: Nakuru
obiero wrote:
KES 6.01 by 14.01.2025. Who wants to bet KES 100,000

We're on the same page Obiero.
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obiero
#15477 Posted : Thursday, January 09, 2025 1:20:25 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Blukes wrote:
obiero wrote:
KES 6.01 by 14.01.2025. Who wants to bet KES 100,000

We're on the same page Obiero.

@Blukes. Seems no one is convinced otherwise. KES 6.01 here we come. Target selling price KES 12.00

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mufasa
#15478 Posted : Friday, January 10, 2025 5:11:30 AM
Rank: Member

Joined: 4/15/2008
Posts: 238
There's very little supply. The little shares I hold, I had bought at Ksh 11.00. Over the 5yrs hiatus I forgot about them.

For me to sell, this share needs to go to an amount that can allow me to recoup my years of losses.
Do it today! Tomorrow is promise to no-one.
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obiero
#15479 Posted : Friday, January 10, 2025 9:17:09 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
mufasa wrote:
There's very little supply. The little shares I hold, I had bought at Ksh 11.00. Over the 5yrs hiatus I forgot about them.

For me to sell, this share needs to go to an amount that can allow me to recoup my years of losses.

Fear not

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HaMaina
#15480 Posted : Sunday, January 12, 2025 8:13:03 PM
Rank: Veteran

Joined: 4/23/2014
Posts: 931
mufasa wrote:
There's very little supply. The little shares I hold, I had bought at Ksh 11.00. Over the 5yrs hiatus I forgot about them.

For me to sell, this share needs to go to an amount that can allow me to recoup my years of losses.


Means you bought before the consolidation, if it's true 410,000 *4 are not numbers to forget. All the best and be careful.
“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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