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Kenya Airways...why ignore..
Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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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  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 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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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 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
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Today marks ground zero.. The last day of KQ's suspension. Wednesday we get to learn what the PJT Partners and KQ long-term shareholders are made of.. The exchange bar suspects a massive hold-out coupled with high ask price.. The rally of a lifetime awaits the bold
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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obiero wrote:Today marks ground zero.. The last day of KQ's suspension. Wednesday we get to learn what the PJT Partners and KQ long-term shareholders are made of.. The exchange bar suspects a massive hold-out coupled with high ask price.. The rally of a lifetime awaits the bold What if market markers [MMs] shake this counter in early hours of trading triggering sell off from Wanjiku who's likely to burn her fingers? And if the trading scare lasts as the price keeps scaling down to intolerable levels will you sell? Wednesday will mark the greatest test of the Exchange Bar info dissemination. Sit tight! John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Spikes wrote:obiero wrote:Today marks ground zero.. The last day of KQ's suspension. Wednesday we get to learn what the PJT Partners and KQ long-term shareholders are made of.. The exchange bar suspects a massive hold-out coupled with high ask price.. The rally of a lifetime awaits the bold What if market markers [MMs] shake this counter in early hours of trading triggering sell off from Wanjiku who's likely to burn her fingers? And if the trading scare lasts as the price keeps scaling down to intolerable levels will you sell? Wednesday will mark the greatest test of the Exchange Bar info dissemination. Sit tight! Only a mad investor would sell below KES 8.52.. Prior to determining the Open Offer calculus, KES 21 is fair value for existing shareholders, noting GoK, KLM and KQ Lenders Co Ltd shall sit out the Open Offer.. Expect very little trading on KQ shares but at an increasing price until the Open Offer circular is released early next month
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Member Joined: 12/1/2007 Posts: 537 Location: Nakuru
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obiero wrote:Spikes wrote:obiero wrote:Today marks ground zero.. The last day of KQ's suspension. Wednesday we get to learn what the PJT Partners and KQ long-term shareholders are made of.. The exchange bar suspects a massive hold-out coupled with high ask price.. The rally of a lifetime awaits the bold What if market markers [MMs] shake this counter in early hours of trading triggering sell off from Wanjiku who's likely to burn her fingers? And if the trading scare lasts as the price keeps scaling down to intolerable levels will you sell? Wednesday will mark the greatest test of the Exchange Bar info dissemination. Sit tight! Only a mad investor would sell below KES 8.52.. Prior to determining the Open Offer calculus, KES 21 is fair value for existing shareholders, noting GoK, KLM and KQ Lenders Co Ltd shall sit out the Open Offer.. Expect very little trading on KQ shares but at an increasing price until the Open Offer circular is released early next month KQ 66000   For investors as a whole, returns decrease as motion increases ~ WB
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:Spikes wrote:obiero wrote:Today marks ground zero.. The last day of KQ's suspension. Wednesday we get to learn what the PJT Partners and KQ long-term shareholders are made of.. The exchange bar suspects a massive hold-out coupled with high ask price.. The rally of a lifetime awaits the bold What if market markers [MMs] shake this counter in early hours of trading triggering sell off from Wanjiku who's likely to burn her fingers? And if the trading scare lasts as the price keeps scaling down to intolerable levels will you sell? Wednesday will mark the greatest test of the Exchange Bar info dissemination. Sit tight! Only a mad investor would sell below KES 8.52.. Prior to determining the Open Offer calculus, KES 21 is fair value for existing shareholders, noting GoK, KLM and KQ Lenders Co Ltd shall sit out the Open Offer.. Expect very little trading on KQ shares but at an increasing price until the Open Offer circular is released early next month Meanwhile HAL has gained 80% from the lows set 5 months ago. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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sparkly wrote:obiero wrote:Spikes wrote:obiero wrote:Today marks ground zero.. The last day of KQ's suspension. Wednesday we get to learn what the PJT Partners and KQ long-term shareholders are made of.. The exchange bar suspects a massive hold-out coupled with high ask price.. The rally of a lifetime awaits the bold What if market markers [MMs] shake this counter in early hours of trading triggering sell off from Wanjiku who's likely to burn her fingers? And if the trading scare lasts as the price keeps scaling down to intolerable levels will you sell? Wednesday will mark the greatest test of the Exchange Bar info dissemination. Sit tight! Only a mad investor would sell below KES 8.52.. Prior to determining the Open Offer calculus, KES 21 is fair value for existing shareholders, noting GoK, KLM and KQ Lenders Co Ltd shall sit out the Open Offer.. Expect very little trading on KQ shares but at an increasing price until the Open Offer circular is released early next month Meanwhile HAL has gained 80% from the lows set 5 months ago. Artificial gains, backed by abscense of volume
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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winmak wrote:obiero wrote:Spikes wrote:obiero wrote:Today marks ground zero.. The last day of KQ's suspension. Wednesday we get to learn what the PJT Partners and KQ long-term shareholders are made of.. The exchange bar suspects a massive hold-out coupled with high ask price.. The rally of a lifetime awaits the bold What if market markers [MMs] shake this counter in early hours of trading triggering sell off from Wanjiku who's likely to burn her fingers? And if the trading scare lasts as the price keeps scaling down to intolerable levels will you sell? Wednesday will mark the greatest test of the Exchange Bar info dissemination. Sit tight! Only a mad investor would sell below KES 8.52.. Prior to determining the Open Offer calculus, KES 21 is fair value for existing shareholders, noting GoK, KLM and KQ Lenders Co Ltd shall sit out the Open Offer.. Expect very little trading on KQ shares but at an increasing price until the Open Offer circular is released early next month KQ 66000 Down four-fold via consolidation of 264,000 shares.. Patiently waiting for Wednesday's price discovery to take place.. This should be a rare moment at the NSE
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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obiero wrote:sparkly wrote:obiero wrote:Spikes wrote:obiero wrote:Today marks ground zero.. The last day of KQ's suspension. Wednesday we get to learn what the PJT Partners and KQ long-term shareholders are made of.. The exchange bar suspects a massive hold-out coupled with high ask price.. The rally of a lifetime awaits the bold What if market markers [MMs] shake this counter in early hours of trading triggering sell off from Wanjiku who's likely to burn her fingers? And if the trading scare lasts as the price keeps scaling down to intolerable levels will you sell? Wednesday will mark the greatest test of the Exchange Bar info dissemination. Sit tight! Only a mad investor would sell below KES 8.52.. Prior to determining the Open Offer calculus, KES 21 is fair value for existing shareholders, noting GoK, KLM and KQ Lenders Co Ltd shall sit out the Open Offer.. Expect very little trading on KQ shares but at an increasing price until the Open Offer circular is released early next month Meanwhile HAL has gained 80% from the lows set 5 months ago. Artificial gains, backed by abscense of volume Volumes have been massive. Watch and learn ! John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Spikes wrote:obiero wrote:sparkly wrote:obiero wrote:Spikes wrote:obiero wrote:Today marks ground zero.. The last day of KQ's suspension. Wednesday we get to learn what the PJT Partners and KQ long-term shareholders are made of.. The exchange bar suspects a massive hold-out coupled with high ask price.. The rally of a lifetime awaits the bold What if market markers [MMs] shake this counter in early hours of trading triggering sell off from Wanjiku who's likely to burn her fingers? And if the trading scare lasts as the price keeps scaling down to intolerable levels will you sell? Wednesday will mark the greatest test of the Exchange Bar info dissemination. Sit tight! Only a mad investor would sell below KES 8.52.. Prior to determining the Open Offer calculus, KES 21 is fair value for existing shareholders, noting GoK, KLM and KQ Lenders Co Ltd shall sit out the Open Offer.. Expect very little trading on KQ shares but at an increasing price until the Open Offer circular is released early next month Meanwhile HAL has gained 80% from the lows set 5 months ago. Artificial gains, backed by abscense of volume Volumes have been massive. Watch and learn ! OK. Will keep watching and learning http://www.wazua.co.ke/i...kprofiler.aspx?stkId=81
Meanwhile, please note that the firm has 182 shareholders who all know each other or part of the directorship.. The share price of Home Africa rose to Sh25 from Sh12 on the first day of listing where about 21,400 shares were quickly offloaded by insiders onto hapless individuals on Home Afrika’s debut at the NSE. A bandia firm offering bandia stock
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:winmak wrote:obiero wrote:Spikes wrote:obiero wrote:Today marks ground zero.. The last day of KQ's suspension. Wednesday we get to learn what the PJT Partners and KQ long-term shareholders are made of.. The exchange bar suspects a massive hold-out coupled with high ask price.. The rally of a lifetime awaits the bold What if market markers [MMs] shake this counter in early hours of trading triggering sell off from Wanjiku who's likely to burn her fingers? And if the trading scare lasts as the price keeps scaling down to intolerable levels will you sell? Wednesday will mark the greatest test of the Exchange Bar info dissemination. Sit tight! Only a mad investor would sell below KES 8.52.. Prior to determining the Open Offer calculus, KES 21 is fair value for existing shareholders, noting GoK, KLM and KQ Lenders Co Ltd shall sit out the Open Offer.. Expect very little trading on KQ shares but at an increasing price until the Open Offer circular is released early next month KQ 66000 Down four-fold via consolidation of 264,000 shares.. Patiently waiting for Wednesday's price discovery to take place.. This should be a rare moment at the NSE Is there another split before resumption of trading? If not then consolidated shares must trade at 21 or above to match the pre restructuring price. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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ArrestedDev wrote:obiero wrote:Ericsson wrote:obiero wrote:ProverB wrote:A dilution close to 20times what one holds.. A parachute offered of 4:1 at an additional cost of 1.80 per share.. A company that is still in the red despite sigh of relief from improved margins..though revenues are flat. And we expect rapid rise in share price? 1. Irrational exuberance on part of shareholders. 2. Ukiritimba.. Whatever that means..on part of KQ. Nevertheless, carry on. KQ will be good for those who come in later to collect the pieces..but not existing shareholders. Strictly talking shares trading.. Lessons from safaricom upon listing.. Volume of shares available for trading slumped share price for a long while despite good fundamentals. Large volumes of KQ shares available as of 29th will have to be wiped out by larger buyers to ensure demand always outweighs supply for the share price to go up. Unless all existing shareholders REFUSE to sell..rise in share price ni uchawi. There should be a refusal to sell for any price below KES 21.50 per share, unless the Open Offer details are rolled out before 29.11.2017 Open offer/rights issue for KQ probably next year. ksh.21.50 per share on 29.11.2017 ni ndoto hiyo. Are we saying that KQ will be worth more than KCB in terms of market capitalisation in the NSE. 5.822bn shares *ksh.21.5= The company is just from announcing HY loss of ksh.3.8bn after tax. 29.11.2017 my prediction is KQ will be trading at between 1.50-2.00 per share That's where you go wrong, quick math will show you that the banks converted debt to equity at a given sum total based on KES 2.13 per share which was then split at a ratio of 1:4 giving rise to the new floor of KES 8.52.. It's practically impossible for any sane existing investor to trade at any sum below KES 8.52.. Am I deluded or extremely wise.. Meanwhile KQ now has the most vibrant board at the NSE http://www.businessdaily...966-14hskl1z/index.html
I previously mentioned Oduor Otieno in this forum. He has a track record that can be vouched. Carol Musyoka is also an intelligent lady. Hayawi hayawi huwa @ericsson states authoritatively that KES 1.5 will be sighted while @sparkly states that KES 21 must print, which @proverb insists is witchcraft.. I stick to KES 8.52 as the minimum with open offer at ratio of 1:5 price being KES 1.80 per share
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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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 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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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.
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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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. This deal appears somewhat intricate. Let me read the link you've sneaked in up there to understand the restructuring by PJT before I give expert opinion. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Spikes 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. This deal appears somewhat intricate. Let me read the link you've sneaked in up there to understand the restructuring by PJT before I give expert opinion. The link up there will not help you much in regards to PJT Partners.. Most of the information I have used in deciphering the restructuring can be found on www.winda.co.ke/projectsafari.pdfOpening price, cannot be lower than KES 8.52 and a high of KES 21 could be sighted before adjusting down to circa KES 12.. Expect price discovery to continue until the Open Offer circular is released officially
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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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. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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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.Nothing complex like sijui 23.28bn shares at 2.13 and sijui consolidation blah blah. There will be no consolidation taking place. @Obiero as it stands your shares should be 266,000 and not the 66,000 shares you are posting. Please tell us how many shares were held by existing shareholders prior to the restructuring.. Therein lies your answer https://www.kenya-airway...0the%20restructuring.pdf
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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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? John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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