Lonrho Share Discussion Threads

[mirandaj] 12/1/2013 10:43

kibu just appears to be rather a bitter individual for whatever reason. A bit sad really.

[tenapen] 12/1/2013 06:28

"The recovery in the Fastjet share price stalled this week"


kibu, What colour is the sky in your world ?

[kibu] 11/1/2013 21:10

"Slow, slow, quick, quick, slow."


The recovery in the Fastjet share price stalled this week. A reality check? Fastjet released encouraging data but some of the risks suppressing further rises are worth a look.

Tanzania is not the 'prize' in Fastjet's plans. SA, where Lonrho does most of its business, has a more interesting demographic and geographic profile. The potential 1time deal would offer a lot to Fastjet. It's stalled. Kenya, with its intriguing metrics, has lumbering, slumbering competitors that are waking up to "the new Fly540." They have a local, political advantage.

And where is Fastjet going to find qualified staff for the A319s? Plane purchase/lease is fast. Recruiting and training suitable pilots is slow. The current job-seeking pool appears empty - witness recent humongous salary hikes and the growing power of a local pilots union, KALPA. KALPA sanctioned a recent strike around the same time as workers' AAWU. Fly540 suffered. 32 years ago Reagan's answer was to fire the US PATCO strikers. Maybe some Eurodelusionists, London 'Hooray Henries' and 'Lutonites' think this is the solution?

When air traffic controllers strike in Africa, there are no alternatives. There aren't "any" surplus pilots either. Fastjet has to tread carefully. Slasher and Bruiser know all this from bitter experience. Hopefully, Ed Winter has got up to speed. Recent PR about 'creating new markets' seems designed to avoid antagonising potential rivals. What about his true "nous?"

A 'new market' needs more staff (where from? is an unanswered question); fuel costs impacted Fly540 in 2012, remain high and have not been addressed; the 'non-competition' has now stirred and are lowering fares dramatically; A319s cannot manage some of the runways that Fly540 does (inappropriate landing gear). Simple "re-branding" or expensive "re-positioning?"
Fastjet and Lonrho are teasing investors as if there are millions of African locals gagging for a low-cost alternative to the established players. Fly540 was positioned as a low-cost alternative. Fly540 has, in a sense, led the way. It has lost MILLIONS of pounds in an infernal (for Lonrho investors) experiment. Fastjet could continue this process ie losing many more millions before coming good.

Bruiser and Slasher's girths will continue to expand as fast as Fatjet's issued share capital.



kibu

[still waiting] 11/1/2013 15:02

100K blocks still being snapped up..

[still waiting] 10/1/2013 19:01

400K buy after the close..

someone's filling their boots..

[tenapen] 10/1/2013 18:07

True dexdringle, But Lonrho Directors have a habbit of giving themselve cheap options and even lowering thier price when the share price falls below it. I had always thought it was Laughingas and when he was gone things would change for the better. It seems not.

[still waiting] 10/1/2013 14:59

big buyer in the background, check the volumes out..

[still waiting] 10/1/2013 14:02

rise gathering pace as momentum buyers join in.

[dexdringle] 10/1/2013 09:44

It is just a SHARESAVE scheme. It will be 3, or 5, years where employees can save up to £250pm and then convert amount saved into shares at a price set at the outset.

In my experience such schemes ALWAYS have an option price set at a DISCOUNT to the share price at the outset. There is nothing dodgy about this.

This one is for £40k worth so could be, say, 5 employees saving £220pm each over 3 years to build up £40k to then convert into shares at the end.

[still waiting] 10/1/2013 08:31

good december trading-

[tenapen] 09/1/2013 15:48

The exercise price will be 7.8p per share, being a 5% discount to the market value of the Company's shares on the dealing day immediately prior to the date of invitation to apply for options

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

The Greedy Laughingas as gone but no changes in mindset for the Lonrho Board. Most other companys issue options at a higher price to the share price at the time. Not Lonrho they give them away at a discount. Bring back Laughingas as least we know what he is.

[still waiting] 09/1/2013 15:06

someone's loading up...

this happened at FJET at 3.6p

[still waiting] 09/1/2013 14:27

starting to move now as break upwards develops..

[still waiting] 09/1/2013 11:27

lnor set to benefit from hotels and travel:-

[still waiting] 09/1/2013 10:16

tight spread as this approaches a break upwards.

[still waiting] 09/1/2013 10:12

I did, the self-test kits proved to be a load of bs, VAL101/201 promises loads but no partner take up....

[uknighted] 09/1/2013 09:55

I'm sure you did hold but don't bother watching it - it's a dog.

[still waiting] 09/1/2013 09:54

don't hold VAL, on my watch list but never delivers.

[mikail4] 09/1/2013 09:53

when is the next takeover news?

[uknighted] 09/1/2013 09:53

SW How is your VAL holding? Still waiting?

[still waiting] 09/1/2013 09:49

volumes continue to build, same happened at FJET then it broke upwards..

[still waiting] 09/1/2013 09:30

slowly approaching a break-out from pennant formation.

steady buying now.

[still waiting] 09/1/2013 08:32

some bigger buys..