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Kenya Airways...why ignore..
obiero
#8201 Posted : Thursday, August 03, 2017 11:15:47 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Who exactly are these people who have been buying KQ today.. It beats logic

KQ ABP 4.26
winston
#8202 Posted : Thursday, August 03, 2017 11:40:23 AM
Rank: Member

Joined: 4/14/2010
Posts: 806
Location: Nairobi
obiero wrote:
winston wrote:
obiero wrote:
winston wrote:
After conversion of debt into equity for the banks (was it to be at 2.13/-?)...is there a lock in period for the banks or are they free to offload their stakes immediately in the stock market (at say 1/-)?

@winston the stake was considered too large in terms of liquidity and hence would be consolidated at a ratio of 4:1.. Implying 2.13 times 4.. The new price would therefore be KES 8.52


@Obiero - Thanks. So conversion followed by consolidation...but still no lock in period.

Ten years deep, for the equity to revert back to debt which ideally would be settled in full.. But there's an option to cash out as early as day one. Intelligent banks should sell only upon a profit announcement. Wise banks will wait for the dividend


@Obiero - Thanks
actuarywahisa
#8203 Posted : Thursday, August 03, 2017 11:47:50 AM
Rank: Member

Joined: 5/21/2014
Posts: 184
@Obiero... sub 4 before 08/08 Laughing out loudly
There are too many opportunities all around. Open your eyes and maybe you'll spot one
sparkly
#8204 Posted : Thursday, August 03, 2017 11:50:49 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
obiero wrote:
sparkly wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
winston wrote:
After conversion of debt into equity for the banks (was it to be at 2.13/-?)...is there a lock in period for the banks or are they free to offload their stakes immediately in the stock market (at say 1/-)?

@winston the stake was considered too large in terms of liquidity and hence would be consolidated at a ratio of 4:1.. Implying 2.13 times 4.. The new price would therefore be KES 8.52

In other words, a Reverse Split which adds no real value. All it does is reduce the number of shares...

Example: 10mn shares at 2/- = KES 20mn. a 4:1 "conversion" = 2.5mn shares at 8/- = KES 20mn.

In the meantime, I received a nice dividend from KenRe [which has paid an annual dividend since 2012 unlike KQ] and during 1Q 2017 a dividend from KK and an interim dividend expected in 3Q 2017. Even @Obiero's "bank he hates" aka I&M paid a dividend. Equity did too. Ahhh! So did DTB juzi juzi!

I don't expect a dividend from Unga [2016-17 was rough] but I look forward to 2017-18 if the country remains calm post-elections.

I doubt KQ will pay a dividend for the next 2 years even after the restructuring as financiers, etc will want a "stronger" KQ that has cash on hand.

Capital gains will outstrip measly dividend.. I actually rarely go for dividend stocks. Our investment strategies are world's apart


Incesting on hope.

Hehe. It would be ideal to learn English before posting on such weighty matters


Correct me great Okqiero Laughing out loudly Laughing out loudly Laughing out loudly
Life is short. Live passionately.
obiero
#8205 Posted : Thursday, August 03, 2017 1:20:19 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
actuarywahisa wrote:
@Obiero... sub 4 before 08/08 Laughing out loudly

Immaterial drop, on the back of a cautionary statement. Only after EGM and elections day will the true value be revealed.. Meanwhile check out the volume

KQ ABP 4.26
chiaroscuro
#8206 Posted : Thursday, August 03, 2017 3:08:43 PM
Rank: Veteran

Joined: 2/2/2012
Posts: 1,134
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
winston wrote:
After conversion of debt into equity for the banks (was it to be at 2.13/-?)...is there a lock in period for the banks or are they free to offload their stakes immediately in the stock market (at say 1/-)?

@winston the stake was considered too large in terms of liquidity and hence would be consolidated at a ratio of 4:1.. Implying 2.13 times 4.. The new price would therefore be KES 8.52

In other words, a Reverse Split which adds no real value. All it does is reduce the number of shares...

Example: 10mn shares at 2/- = KES 20mn. a 4:1 "conversion" = 2.5mn shares at 8/- = KES 20mn.

In the meantime, I received a nice dividend from KenRe [which has paid an annual dividend since 2012 unlike KQ] and during 1Q 2017 a dividend from KK and an interim dividend expected in 3Q 2017. Even @Obiero's "bank he hates" aka I&M paid a dividend. Equity did too. Ahhh! So did DTB juzi juzi!

I don't expect a dividend from Unga [2016-17 was rough] but I look forward to 2017-18 if the country remains calm post-elections.

I doubt KQ will pay a dividend for the next 2 years even after the restructuring as financiers, etc will want a "stronger" KQ that has cash on hand.

Capital gains will outstrip measly dividend.. I actually rarely go for dividend stocks. Our investment strategies are world's apart



2 years? You're so optimistic!
% years as a minimum by my estimation. Most like 7 years.

Only some one with a strategic objectives would buy this monkey! Meanwhile, I'm still wondering why CMA and NSE have never seen it fit to suspend KQ. Others have been suspended for far less "crimes".
obiero
#8207 Posted : Thursday, August 03, 2017 3:26:48 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
chiaroscuro wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
winston wrote:
After conversion of debt into equity for the banks (was it to be at 2.13/-?)...is there a lock in period for the banks or are they free to offload their stakes immediately in the stock market (at say 1/-)?

@winston the stake was considered too large in terms of liquidity and hence would be consolidated at a ratio of 4:1.. Implying 2.13 times 4.. The new price would therefore be KES 8.52

In other words, a Reverse Split which adds no real value. All it does is reduce the number of shares...

Example: 10mn shares at 2/- = KES 20mn. a 4:1 "conversion" = 2.5mn shares at 8/- = KES 20mn.

In the meantime, I received a nice dividend from KenRe [which has paid an annual dividend since 2012 unlike KQ] and during 1Q 2017 a dividend from KK and an interim dividend expected in 3Q 2017. Even @Obiero's "bank he hates" aka I&M paid a dividend. Equity did too. Ahhh! So did DTB juzi juzi!

I don't expect a dividend from Unga [2016-17 was rough] but I look forward to 2017-18 if the country remains calm post-elections.

I doubt KQ will pay a dividend for the next 2 years even after the restructuring as financiers, etc will want a "stronger" KQ that has cash on hand.

Capital gains will outstrip measly dividend.. I actually rarely go for dividend stocks. Our investment strategies are world's apart



2 years? You're so optimistic!
% years as a minimum by my estimation. Most like 7 years.

Only some one with a strategic objectives would buy this monkey! Meanwhile, I'm still wondering why CMA and NSE have never seen it fit to suspend KQ. Others have been suspended for far less "crimes".

1.4m shares traded as recently as today. Delisting will only happen once Kenya goes the Greece route.. God forbid

KQ ABP 4.26
Spikes
#8208 Posted : Thursday, August 03, 2017 3:59:25 PM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
obiero wrote:
actuarywahisa wrote:
@Obiero... sub 4 before 08/08 Laughing out loudly

Immaterial drop, on the back of a cautionary statement. Only after EGM and elections day will the true value be revealed.. Meanwhile check out the volume

Volume is mere speculation Liar
Nothing tangible!
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
obiero
#8209 Posted : Thursday, August 03, 2017 4:19:10 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Spikes wrote:
obiero wrote:
actuarywahisa wrote:
@Obiero... sub 4 before 08/08 Laughing out loudly

Immaterial drop, on the back of a cautionary statement. Only after EGM and elections day will the true value be revealed.. Meanwhile check out the volume

Volume is mere speculation Liar
Nothing tangible!

You would not have posted such if you were at the Milimani Law Courts today as Sebastian handed in the majority creditors conditional agreement. KLM & GoK hold 56% of the shares and have agreed to the restructuring. Bankers are now at 82% agreement, against a minimum threshold of 75%. All lights are green. Let's do this. 1 trading day to EGM.
http://www.businessdaily...43122-770nwoz/index.html

KQ ABP 4.26
obiero
#8210 Posted : Thursday, August 03, 2017 6:12:21 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Watch and learn..


KQ ABP 4.26
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