Topic Archives: Lonrho

I noted last week that the Lonrho deal to be taken over by a Swiss billionaire was almost certain to go through without a higher bid emerging — and now that my trading embargo has ended I’ve sold my full Lonrho position at the market price (which is pretty much the offer price). This books […]

If you’re wondering why Lonrho (LONR.L, LNAFF), one of my core stocks, took a beating today in London, it’s because they released really weak results — just as we’re expecting them to achieve a sustainable profitability and start rewarding shareholders for those years of capital investment, we learn that they had several segments with “revenue […]

The Executive Chairman and builder of the modern Lonrho (LONR in London, LNAFF on the pink sheets), David Lenigas, has stepped down … and the stock’s going up. That’s not shocking, nor will it probably lead to much different happening at the company given the tack they were already on, but it seems to have […]

Lonrho shares have been hurt even more than the overall market — in part that’s due to the fact that the spinoff of the aviation division (was Fly540, will be FastJet) to Rubicon (RUBI in London) has not provided a short-term bump. Rubicon is down considerably from the 4.8 pence deal price, so Lonrho’s holdings […]

Africa is probably the last great frontier for regional air travel, with a hugely underserved and increasingly urban population, but that doesn’t mean that investing in airlines is necessarily a lot more profitable in Africa than it is anywhere else … the list of failed airlines, or companies that get bogged down in the massive […]

Today I picked up a few more shares of two companies that were already fairly large holdings in my personal portfolio — I increased my holdings in both Apple (AAPL) and Lonrho (LONR.L LNAFF) by roughly a third with limit buy orders that triggered this morning. Apple reports earnings today after the market close, as […]

I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]

Today, dearest Irregulars, I’ve been a bit thwarted in my efforts to find new and intriguing investment ideas for you — that is, I’ve found some, certainly (they’re always out there), but they haven’t matched the template for what I generally like to share with my favorite readers (yes, that’s you). The first one I […]

Just a quick note to let you know that as of this morning I’m adding Lonrho to my personal portfolio at a price of about 18 cents/share (close in London was right around 12 pence).  I wrote about Lonrho as one of my African “idea of the month” stocks back in October, and I consider […]

Comments

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    Having sold my Lonrho position, I am also on the hunt for a replacement that provides exposure to Africa with a strong s...

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    It looks as though the shares have been shorted for the past three weeks, driving the price down for others to buy cheap...

  • Travis Johnson, Stock Gumshoe

    I own some of my Lonrho holdings as pink sheets shares. As acceptance of the takeover settles, I expect there would be...

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    Lonrho is certainly cheap.The guys on the message boards over here are unhappy with the way the company is being run,and...

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    Would this be an entry point for Lonrho or would you wait until next week??...

  • Travis Johnson, Stock Gumshoe

    Posted some Lonrho thoughts here:http://stockgumshoe.com/2013/02/a-truly-lousy-quarter/...

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    Hi Traviss, I know you are long Lonrho, as am I, and wondering what are your thoughts about the recent developments and...

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    Thanks for your insights Travis! I continue to look at lonrho as a long term investment. One bad quarter does not make...

  • Travis Johnson, Stock Gumshoe

    It's going to be close to two months before they release the "real" numbers, but the basics are that revenue grew rapidl...

  • Travis Johnson, Stock Gumshoe

    Nothing in particular that I'm aware of. As an emerging market play they sometimes get a fever when Europe catches a co...

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    Hey, Travis; I know that this topic has been dealt with before but I can't seem to find the info. I've been consider...

  • Travis Johnson, Stock Gumshoe

    Don't know anything about them, but they do sound a bit familiar -- were they one of the buyers of the convertible debt ...

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    Any thoughts on Horizon 21/Rainer-Marc Frey's growing position in Lonrho?...

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    It's an interesting stock, but I have enough stocks that are very risky. Off topic. What are you reading from the big...

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    Hi Lynn, just started using Interactive brokers myself. Still trying to figure it out. Recently bought some stock (LON...

  • Travis Johnson, Stock Gumshoe

    I definitely don't see Lonrho breaking out like Africa Oil did -- AOI's breakout was caused by a spectacular oil find in...

  • Travis Johnson, Stock Gumshoe

    Well, it's still worth watching -- management could always do something stupid (they're a bit on the aggressive side, pa...

  • Travis Johnson, Stock Gumshoe

    Yes, it's really so dead and that is really the pink sheets ticker for Lonrho -- things have been pretty quiet for Lonrh...

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    I joined the irregulars this week and Lonrho is certainly an interesting business. Thanks Travis for a great website wi...

  • Travis Johnson, Stock Gumshoe

    They can be, but not necessarily easily. This one is quite illiquid on the pinks, it may be worth calling a broker to bu...

  • Travis Johnson, Stock Gumshoe

    Sorry Prof., if I answer that kind of personalized question the SEC will storm Gumshoe Mountain with torches and pitchfo...

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    The best long term investment company in Africa would be the most favorite Gumshoe's company , I think so............. ...

  • Travis Johnson, Stock Gumshoe

    I'm not aware of any warrants on offer, I received notice of the fundraising they're doing in part through existing shar...

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    Hello Travis, Some Lonrho PLC rights (with the notation 4015029 11RTSF) recently appeared in my Schwab account in addit...

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    Travis any thoughts about the Lonrho warrants I just received notice about from my broker--pros and cons?...

  • Travis Johnson, Stock Gumshoe

    Interesting development on the Lonrho airline front today -- Lonrho is invested in Rubicon, a small cash shell, and Rubi...

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    Thanks Travis for going back to Lonrho. I continue to look for investments that are inexpensive for long term value. I a...

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    Travis, Do you think that Lonrho will benefit from a tease you shared with us about the large oil reserves of Kosmos and...

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    Growth in these kinds of african infrastructure assets should be strong in general, I think, but I haven't heard any spe...

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    Hello Travis, Concerning Lonrho: Saw a short blurb on Yahoo news (04/14/2011) about the following and wonder if Lonrh...

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    Thanks for reply. 1. Why buy Stonegate Agricom directly, instead of buying it at discount through Sprott Resources? It...

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    The main current (they could change) personal holdings I'd put in that category are Sprott Resource, Stonegate Agri...

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    i cant get lonrho on my etrade account? whats the symbol? ...

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    Hidy Ho Neighbour, I like the idea of investing in an emerging African based company, but Lonrho is not available wi...

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    Hi Sunny, thank you. I've placed orders both in London and on the pink sheets -- definitely much easier if you can buy ...

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    Just a quick FYI on Lonrho - as some of you may know, Fidelity lets you trade on London and other exchanges online and t...

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    Hi Travis, I looked up Lonrho on Yahoo, London and the current price was $11.75/sh. What exchange did you buy your sha...

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    I'm puzzled about Lonrho. Looked it upon the web, got a chart saying it's LONR on the London exchange and has gone from...

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    Travis, as evidenced by the above discomfited reader, you can't please everyone. Since I'm much easier to please, I'd li...

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    I became an Irregular member today and have just finished reading your October idea. Surely with the thousands of bus...

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