Lonrho Share Discussion Threads

[still waiting] 09/1/2013 08:12

slowly moving up reflecting the increased value of FJET?

[tenapen] 08/1/2013 13:10

We is Flying.

:)

[tommyjnewton] 08/1/2013 11:24

What is the best way to short Fastjet at present please? Any ideas?

[tommyjnewton] 08/1/2013 11:24

What is the best way to short Fastjet at present please? Any ideas?

[tenapen] 08/1/2013 08:22

Majority of African MBA students in the West plan to return to the continent
BY Kate Douglas | December 12, 2012

Seventy per cent of Africans currently studying towards an MBA at leading Western business schools will return to the continent to work after graduation, according to a new survey by the UK-based, pan-African private equity firm, Jacana Partners, that invests in small to medium sized enterprises (SMEs).

Of this 70%, half say they are returning to Africa to become entrepreneurs and start their own companies rather than work for someone else.

Cont...

[kibu] 07/1/2013 23:14

If you just listen to the sound, it's incredible how much this guy sounds like Geoffrey White



Shurely shome mishtake?

[zcaprd7] 07/1/2013 11:58

Well. If this keeps falling and fastjet rising, this will be a better way in? Very frothy on fastjet though. I'll wait for the herd to get bored...

[tenapen] 05/1/2013 12:41

The Sun picks Fastjet for 2013

8-)

[tenapen] 04/1/2013 15:32

We is Flying.

Ooooops wrong thread ?

weldone fjet, keep it up.

[zcaprd7] 04/1/2013 13:18

Well Fastjet is roaring away at the moment...

[gardenarc] 04/1/2013 04:22

Whats the short positions on this one any one..

[master rsi] 03/1/2013 23:01

Everything points to a follow through of the recent movement up from the lows, specialy after today large volume

all the Indicators at the right place


---- 3 months with Indicators 15 minutes delay

[tenapen] 03/1/2013 17:50

Lonr = Market Cap: £139.76m

Fjet = Market Cap: £71.18m

Regards.

--------------



Up Next: Frontier Markets

Lonrho Plc (LOHOY), which trades in London and in the U.S. over-the-counter, is a sub-Saharan African diversified holdings company.

Cont...

The shares currently trade slightly below book value, at 20 times trailing earnings (through June 2012) and 10 times 2013 estimated earnings. It pays no dividend.

-------

YET !

[zcaprd7] 03/1/2013 16:37

More like a third tenepen...

[tenapen] 03/1/2013 15:18

Hi zcaprd7,
I can not for the life of me understand how FJET are valued at half of LONR !. Circa £71m for what ! a plane and a name (Stelios). IMO Lonr are way undervalued at £140m but time will tell. Each to their own and Good luck with your portfolio.

[zcaprd7] 03/1/2013 14:42

Please correct me if I'm wrong guys...

Lonrho's current holding in FastJet is 67.4% which is worth at today's Fastjet market cap (of £71.2m), around £48m.

Lonrho's market today is £140.6m, so the question is, is the Lonrho business worth £92m?

[tenapen] 02/1/2013 09:52

We is Flying


lol LOL lol

[tenapen] 31/12/2012 20:00

Your making things up again kibu. tut tut


lol

[kibu] 31/12/2012 15:13

The Times/Tip Today - a more complete version

Allowing for buy/sell spread and expenses, you'd have lost almost DOUBLE the failure that was quoted in Times's Tempus column. Four hundred quid cash invested then and held would give you about three hundred quid cash now. Be honest.

kibu

[tenapen] 30/12/2012 11:46

When Mark Mobius at Franklin Templeton says in his latest Blog " We are currently bullish on Africa" we know Lonrho are working on the right continent at the right time !. But only time will tell us if they are in the right sectors.





My man of the year is Sir Richard Needham who called Laughingases bluff and showed him up for what he is, greedy.

[master rsi] 29/12/2012 18:25

The Times / Tip Today

LONR - Lonrho was one of last New Year's share tips from the Tempus column written by Martin Waller.
In today's paper, he reviews his selections, which include Glencore, Vodafone, and BG Group (all down), and Associated British Foods, Anite, and Rolls-Royce (all up). Lonrho was also one of the fallers with a share price decline of 13.2%.
So why the fall? Here is what Waller says: "Lonrho was my penny share. This is what remains of the old Empire created by Tiny Rowland, taking in agribusiness, hotels and other activities across Africa.
In September, David Lenigas, the Australian entrepreneur who has run it for the past seven years, quit to concentrate on its fledgeling airline, a link-up with Sir Stelois Haji-Ionnou. There is no rational reason for the shares' decline, as the group is progressing on all fronts. Penny stocks are often volatile." So there you are.enthusiats and critics make of that what you will.I'm in for the long term though. Africa, as I have said before, is a big growth story

[hvs] 29/12/2012 13:49

Has we lost our wings ????

Or has Africa lost its allure ?????

Am sure BONUSES and free shares will soon sort it out.

[tenapen] 29/12/2012 08:35

IMO FJET as no value to lonrho at present. If Fjet were to put themselves up for sale what would the price tag be ? a million or two !. But As long as Lonrho are protected from putting in more money then that is OK, it's a free ride. The shorters keep knocking the Lonrho BoD but i think they got out of a difficult situation with Fly540 with flying colours so credit to them.

Bring on the Divi

[zcaprd7] 27/12/2012 20:21

Still no answer to my simple question - I'll work it out myself!