tag:blogger.com,1999:blog-15803960.post7114533997557141565..comments2024-03-28T02:22:14.741-05:00Comments on Rants, Raves & Reviews: KenolKobil (Takeover) - Updatecoldtuskerhttp://www.blogger.com/profile/05814806273605882544noreply@blogger.comBlogger21125tag:blogger.com,1999:blog-15803960.post-8128433270272688022022-06-16T00:18:17.340-05:002022-06-16T00:18:17.340-05:00from this source Source website link click resou... from this source <a href="https://www.dolabuy.ru/wallets-c-157_158_201/cheap-louis-vuitton-m80861n60492n60491-zippy-wallet-monogram-canvas-from-china-uk-p-4242.html" rel="nofollow"><strong>Source</strong></a> website link <a href="https://www.dolabuy.ru/shopping-bag-amp-neverfull-c-157_158_160/louis-vuitton-high-quality-replica-m46103-neverfull-monogram-empreinte-leather-p-4893.html" rel="nofollow"><strong>click resources</strong></a> anonymous <a href="https://www.dolabuy.ru/ophidia-c-157_168_171/gucci-replica-517350-ophidia-gg-mini-blue-bag-p-3329.html" rel="nofollow"><strong>here are the findings</strong></a>wheneethttps://www.blogger.com/profile/07920201292954092433noreply@blogger.comtag:blogger.com,1999:blog-15803960.post-39531791082503563572019-07-20T02:10:06.540-05:002019-07-20T02:10:06.540-05:00nike air max 97
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They will have to convince me that anything less than 30 is too good to resist otherwise given an option i would prefer not to sale. Too bad the buyout is mandatory.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-15803960.post-29729726267163385252012-05-16T02:18:35.415-05:002012-05-16T02:18:35.415-05:00Anon 1:47:00
Excellent idea about writing to the ...Anon 1:47:00<br /><br />Excellent idea about writing to the Company. Perhaps even the CMA justifying why 25 should be the minimum price.<br /><br />I think Segman was referring to the point of view of the employees & management.coldtuskerhttps://www.blogger.com/profile/11310224592572460759noreply@blogger.comtag:blogger.com,1999:blog-15803960.post-46693323672327461592012-05-15T13:47:40.559-05:002012-05-15T13:47:40.559-05:00Thanks CT for your post. I am a shareholder in KK....Thanks CT for your post. I am a shareholder in KK. How can Segman & Co' tell us how much value Puma will bring into the deal yet in the same breathe, tell us that Puma will be looking to buy out minority shareholders. Then, we should all DEMAND a very good price - min' 25shs - to get out of this. I encourage all shareholders to write to kenkob@kenkob.co.ke. I didAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-15803960.post-58559335876851191502012-05-15T11:55:21.352-05:002012-05-15T11:55:21.352-05:00Anon 1:24:00
There are certain rules that apply to...Anon 1:24:00<br />There are certain rules that apply to Puma in regards to what it has to offer KK's minority s/holders. Should Puma delist KK, then the minority s/holders can stay as s/holders but the shares become illiquid.<br /><br />I believe the CMA/NSE wants a minimum 20% float but Puma may not be bothered with asking for an exemption if it can get 80% of the shares. 63% have confirmed the sale thus leaving only 17% out there they need.<br /><br />Anon 3:27:00<br />What a seller wants from a buyer is often a subject of market forces. Or not. Anyway, yes, the sellers would prefer 30/- vs 24/- but it has to make financial sense for Puma to pay 20% more than my (generous) estimate. My estimate is:<br />-> 90% above the last traded price<br />-> Higher than the NAV/share as I estimated it<br />-> 10x PER based on today's 'depressed' NSE<br />-> Includes a win vs KPC for KES 6bncoldtuskerhttps://www.blogger.com/profile/11310224592572460759noreply@blogger.comtag:blogger.com,1999:blog-15803960.post-64562116152196536552012-05-15T03:27:42.597-05:002012-05-15T03:27:42.597-05:00I agree with anonymous above.
coldtusker, why wou...I agree with anonymous above.<br /><br />coldtusker, why would you want to sell this excellent company at 'only' a PE of 10? I would consider a price of 30 more 'fair'Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-15803960.post-19843523303123263472012-05-14T01:24:43.138-05:002012-05-14T01:24:43.138-05:00The approach being adopted by CMA and NSE will for...The approach being adopted by CMA and NSE will force minority shareholders into accepting the take-over offer, even if they believe that the value of the company's shares is higher than the price offered. If the offer is not accepted, minority shareholders should expect their shares to be frozen for an indefinite period!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-15803960.post-21043816038416659032012-05-12T10:50:16.127-05:002012-05-12T10:50:16.127-05:00@Kauka: The judicial officers overseeing the Comme...@Kauka: The judicial officers overseeing the Commercial Courts seem poorly versed in Economics, Finance, Business or Commerce!<br /><br />@Anon 4:26:00<br />I am not familiar with the CMA Regs in this matter but a 4-year suspension for BOC & Carbacid seemed extreme. Surely, they should have amended their rules/regs since 2005 to better reflect the current situation?<br /><br />Since 2005, Kenya has enacted a new constitution, gone through an election, etc!<br /><br />@Anon 9:53:00<br />Semantics ;-) In the Cautionary Statement the term "Takeover" is used.<br /><br />Anon 10:03:00<br />Not much is known. The key shareholders have not been 'officially' identified, the process of the Takeover remains vague, the timetable is not out either, etc.<br /><br />On the other hand, the announcement was made in the evening of the 7th so less than 1 week has passed.coldtuskerhttps://www.blogger.com/profile/11310224592572460759noreply@blogger.comtag:blogger.com,1999:blog-15803960.post-70845761269598006072012-05-12T10:03:24.434-05:002012-05-12T10:03:24.434-05:00A bit vague on the facts but it's a basis to r...A bit vague on the facts but it's a basis to readAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-15803960.post-75162421610983759512012-05-12T09:53:27.944-05:002012-05-12T09:53:27.944-05:00Sounds like an acquisition to me, take-over somewh...Sounds like an acquisition to me, take-over somewhat sounds forceful.. But anyway is the suspension of KK from trading a regulatory process? should market value the deal, through the increase of KK share prices or a decrease if the deal is not palatable? By suspending the share trading isn't CMA compromising on the efficiency of the market?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-15803960.post-86264162166233568662012-05-12T04:26:40.329-05:002012-05-12T04:26:40.329-05:00The suspension was as per the regulation cited in ...The suspension was as per the regulation cited in the press statement by NSE. Perhaps the CMA regulations should be revised to better cater for modern transactions of this calibre.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-15803960.post-54024659000872285082012-05-12T03:54:54.021-05:002012-05-12T03:54:54.021-05:00CT
In agreement with your valuation range althou...CT <br /><br />In agreement with your valuation range although I came in at 22/= per share. I didn't factor in award vs KPC which to me is travesty of justice and goes to show the lack of sufficient grasp of financial matters by our commercial courts where they are very worried and scared about absolute quantums as opposed to looking at relativity. <br /><br />KK does 200B+ revenue therefore 5B is just above 2% of total revenue and a possible award in a commercial dispute. I don't see a judicial officer with enough bottle to give such an award besides the CJ himself. Pity our lawyers with MBA's haven given litigation a wide berth!Kaukanoreply@blogger.com