tag:blogger.com,1999:blog-9317825.post5220709680087512813..comments2023-10-30T15:29:59.720+03:00Comments on Bankelele: Celtel Zambia: Prospectus Peekbankelelehttp://www.blogger.com/profile/01180926084939364063noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-9317825.post-7136171593794169402008-05-08T00:47:00.000+03:002008-05-08T00:47:00.000+03:00Domestic:I have a feeling that QIIs applied for ma...Domestic:<BR/>I have a feeling that QIIs applied for massive amounts - considering that:<BR/><BR/>- they pay on delivery<BR/>- allocation is pro rata, hence applying for billions of shares increases likelihood of getting a fair chunk of the allocation.<BR/><BR/>- Some Investment banks tricked their shareholders to write IPO cheques in their favor - increasing likelihood of massive oversubscription in the QII category.<BR/><BR/>This time round, it might just pay off to be a retail investor!<BR/><BR/>750,000 applicants... Hmm My prediction was 500,000 investors. Not far off the mark. At least its closer than the 2M touted by the media.<BR/><BR/>Subscription (RETAIL CATEGORY): I still hold on to my earlier figures:<BR/><BR/>110-130% if you factor effect of post election crisis <BR/><BR/>or ~ 160% if investors ignore post election crisis.<BR/><BR/>Cheers!<BR/>:-)Maishinskihttps://www.blogger.com/profile/02919244949716240090noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-78203018867731918322008-05-07T23:44:00.000+03:002008-05-07T23:44:00.000+03:00Safcom:... I wonder how much of the local 115 bill...Safcom:<BR/>... I wonder how much of the local 115 billion is retail... <BR/><BR/>:-)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9317825.post-23746313590846335292008-05-07T10:54:00.000+03:002008-05-07T10:54:00.000+03:00Ati employees get 20% discount on the share price....Ati employees get 20% discount on the share price. Thats a serious deal! lolAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-9317825.post-26091536723152532422008-05-06T17:48:00.000+03:002008-05-06T17:48:00.000+03:00Hey Banks. Couldn't get a Rwandan English blogger...Hey Banks. <BR/>Couldn't get a Rwandan English blogger for you who wasn't an expat. DJK is from Burundi and he has quite a close tab on the region. He has a number of good articles that may be of interest to you. This is his blog address -http://www.africanpath.com/p_blog.cfm?blogID=49Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9317825.post-92011403568012352992008-05-06T17:18:00.000+03:002008-05-06T17:18:00.000+03:00Inquirer: I was listed where? I haven’t been part ...Inquirer: I was listed where? I haven’t been part of any KCCT forum <BR/><BR/>Maishinski: we’ll see how safcom plays out; I for one intend to buy way beyond my IPO allocation. Many people have not switched to Celtel because many of theirs callees (people they call) remain on safcom <BR/><BR/>ka-investor: they should list, I’m sure CMA/NSE would give them an exemption on the three year profitability rule. They could certainly raise $300 million from here, easily for a similar stake <BR/><BR/>Ryan Shen-Hoover: all credit to my source M, not mebankelelehttps://www.blogger.com/profile/01180926084939364063noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-20934367285576492892008-05-06T16:53:00.000+03:002008-05-06T16:53:00.000+03:00Another analysis shows that increased competition ...Another analysis shows that increased competition in mobile industry is counterproductive due to reliance on economies of scale. This creates a barrier to new entrants.<BR/><BR/>Interestingly succesive wireless mergers in US reduced national operators from 6 to 4.<BR/><BR/>Much closer to home.. Kencell and Safcom got in at the same time, Kencell focused on quality customers, whereas safcom went for volumes.<BR/><BR/>Kencell "went under". Proving that Volumes (not just market share) rule in the mobile industry. <BR/><BR/>http://infotech.indiatimes.com/Service_Providers/Mobile_competition_Fewer_the_better_/articleshow/msid-2361835,curpg-2.cmsMaishinskihttps://www.blogger.com/profile/02919244949716240090noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-67688997396556323792008-05-06T16:49:00.000+03:002008-05-06T16:49:00.000+03:00Thanks to Banks, those who wish to download a PDF ...Thanks to Banks, those who wish to download a PDF of the Celtel Zambia Prospectus can do so here:<BR/><BR/>http://www.investinginafrica.net/AnnualReportsService/Zambia/CeltelZambia/tabid/737/Default.aspxRyan Shen-Hooverhttps://www.blogger.com/profile/08135861280117351172noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-28083977810159422552008-05-06T16:40:00.000+03:002008-05-06T16:40:00.000+03:00A look into the future... The URL below has a 2008...A look into the future... <BR/><BR/>The URL below has a 2008 report (a link to PDF document on second paragraph) on the state of competition in US Mobile industry. <BR/><BR/>Not too detailed. Has plenty of summary data for those with limited time (graphs, tables etc).<BR/><BR/>http://www.linuxelectrons.com/news/mobile/16128/state-competition-mobile-telephone-industry<BR/><BR/>If you are wondering whether Safcom should be held long term or short term, check out the report for a glimpse of the possible scenario in say about 2030 - i.e. if vision 2030 works out...<BR/><BR/>:-)Maishinskihttps://www.blogger.com/profile/02919244949716240090noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-19828571497735007442008-05-06T16:10:00.000+03:002008-05-06T16:10:00.000+03:00Very informative post. what are the possibilities ...Very informative post. <BR/><BR/>what are the possibilities of Celtel Kenya listing at the NSE with their shrinking 2.3 million customer base? Celtel Kenya customer base shrunk 23% last year despite their continued expansion in Africa. May be this is the reason they are reducing their rates every day.kainvestorhttps://www.blogger.com/profile/18134557216145222316noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-36041453502180112132008-05-06T15:46:00.000+03:002008-05-06T15:46:00.000+03:00Thanks for the info!Interesting to note, despite c...Thanks for the info!<BR/><BR/>Interesting to note, despite competition from MTN, Celtel remains the dominant player in Zambia.<BR/><BR/>Which somehow proves my theory on possible effect of competition on Safcom's market share..<BR/><BR/>:-)Maishinskihttps://www.blogger.com/profile/02919244949716240090noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-64391450646517132652008-05-06T15:14:00.001+03:002008-05-06T15:14:00.001+03:00Hi,I attend a workshop at KCCT on ICT and Media. Y...Hi,<BR/>I attend a workshop at KCCT on ICT and Media. <BR/>Your name was in the program and I was looking forward to your presentation on how blogging enhances reporting.<BR/>The workshop was a success and empowering for me as online journalist.<BR/>Check out our site www.haiya.co.ke and give me your feedback<BR/><BR/>Joyce Lukwiya<BR/>Content Producer<BR/>www.haiya.co.ke<BR/>jlukwiya@eam.co.keinquirerhttps://www.blogger.com/profile/12413848684458060514noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-3603121389465354392008-05-06T15:14:00.000+03:002008-05-06T15:14:00.000+03:00Many thanks for this. Is there a soft copy of the ...Many thanks for this. Is there a soft copy of the prospectus available anywhere?Ryan Shen-Hooverhttps://www.blogger.com/profile/08135861280117351172noreply@blogger.com