tag:blogger.com,1999:blog-9317825.post4780800217365925666..comments2023-10-30T15:29:59.720+03:00Comments on Bankelele: IPO Hard Choicesbankelelehttp://www.blogger.com/profile/01180926084939364063noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-9317825.post-55587692136045195022008-04-09T17:03:00.000+03:002008-04-09T17:03:00.000+03:00As tempting as it is to lock out tz and the like, ...As tempting as it is to lock out tz and the like, we have to continuously show good faith and hope that they will eventually be compelled to reciprocate it.<BR/><BR/>Tit for tat will never solve anythingSahitohttps://www.blogger.com/profile/13892299015336374954noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-36606203628734620142008-04-09T09:13:00.000+03:002008-04-09T09:13:00.000+03:00coldtusker: I am yet to see any reports from TZ. W...coldtusker: I am yet to see any reports from TZ. Wanjiku will probably apply for more than 5 billion shares. <BR/><BR/>Tengeza: Price rise, will not be as dramatic unless assisted - there are so many shares i.e. 1/4 of the NSE is Safaricom float<BR/><BR/>Ssembonge: Thanks for the Wambia tipoff<BR/><BR/>ka-investor: Ugandans shared Stanbic ina good manner, I have no problem with Kenya returning the opporunity. But Tz...<BR/><BR/>Maishinski: I agree,we have to ignore the noise and look at the company as a long term investor based on fundamentals. ha ha ha. See you in 2010.bankelelehttps://www.blogger.com/profile/01180926084939364063noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-8601974633198457562008-04-08T22:25:00.000+03:002008-04-08T22:25:00.000+03:00Banks, remember no one is complaining about the fu...Banks, remember no one is complaining about the fundamentals...<BR/><BR/>We're pissed by the technicals and external factors(price, foreign investor interest, mobitelea, speculation "setup", political stability, inflation, exchange rates etc)...<BR/> <BR/>I gave a Thumbs Down on Access Kenya and Kenya Re. I still stand by it. The shares are way overpriced! <BR/><BR/>But Kenyans investors don't buy stakes in companies - they buy "shares". Greed for a quick buck being the key driver. With tat in mind... (need I say more?)<BR/><BR/>Am going all the way with this one. No holding back. Whatever the outcome.<BR/><BR/>Lets review the 3 IPOs Kenya Re, Access Kenya and Safcom in 2010 (God willing)...<BR/><BR/>:-)Maishinskihttps://www.blogger.com/profile/02919244949716240090noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-29166972105955215872008-04-08T09:51:00.000+03:002008-04-08T09:51:00.000+03:00@coldtusker: we have been robbed, clean. Kenyans s...@coldtusker: we have been robbed, clean. Kenyans should have been given preferential treatment. Just like ugandans did during Stabic UG. Tanzanias never invite us to their IPO's. I was there over Easter and kenyans are treated like foreigners, everywhere you go you have to pay 3x the normal price.kainvestorhttps://www.blogger.com/profile/18134557216145222316noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-54796465449647623362008-04-07T20:09:00.000+03:002008-04-07T20:09:00.000+03:00Wambia capital retracted their earlier press state...Wambia capital retracted their earlier press statement regarding facilitating the Safcom IPO.<BR/><BR/>If they are doing so, they risk facing the wrath of the SEC. And I believe this issue has been addressed in the prospectus.<BR/><BR/>Which leads me to ask? How are foreign investors being courted?<BR/><BR/>Here are both press statements;<BR/><BR/>http://www.marketwire.com/mw/release.do?id=837784<BR/><BR/>http://marketwire.com/mw/release.do?id=838751The Black Mambahttps://www.blogger.com/profile/13093261923557991519noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-74926527750297198542008-04-07T18:37:00.000+03:002008-04-07T18:37:00.000+03:00I smell a HUGE over subscription with this one. I ...I smell a HUGE over subscription with this one. I highly doubt the price will rise quickly for most short term investors. This one s definitely for the long term. NSSF (U) is really taking up a huge share. I wonder how many other people are doing the same.tengezahttps://www.blogger.com/profile/07401695095651040914noreply@blogger.comtag:blogger.com,1999:blog-9317825.post-3445142485057679382008-04-07T17:53:00.000+03:002008-04-07T17:53:00.000+03:00Banks - It sucks when the Kenyan 'Wanjiku' is bein...Banks - It sucks when the Kenyan 'Wanjiku' is being given the short end of the stick... She gets only 34% while the fat cats e.g. NSSF (Uganda) get a favored position. Kenyans were treated as 2nd class citizens during Stanbic.<BR/><BR/>Tanzanians should be locked out. They do NOT allow Kenyans in their IPOs.<BR/><BR/>The 35% to foreigners also rankles me. This should have gone to Wanjiku.coldtuskerhttps://www.blogger.com/profile/11310224592572460759noreply@blogger.com