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KenolKobil, KPLC or KCB?
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MaichBlack
#21 Posted : Sunday, January 30, 2011 12:33:46 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,869
Nobody talks about CFC anymore. There was a time it was a pet topic here. What happened?
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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earthvoice
#22 Posted : Sunday, January 30, 2011 12:38:08 PM
Rank: Member

Joined: 1/29/2011
Posts: 257
jerry wrote:
[quote=earthvoice]Interesting news - looks rosier for KCB than for KK:
@earthvoice. I didn't understand the PE bit. KK's PE being10 and Total's 19 makes KK better in terms of growth prospects. ama?

@jerry: not quite; to use the author's own words, "this means investors are expecting Kenol’s profit to grow by a maximum of 11 per cent compared to 20 per cent for Total."

Wasn't quite aware of just how bad KK's litigation woes were; no wonder its share price has stagnated. With no end in sight, the 3K's are now down to two: KPLC or KCB??
"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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jerry
#23 Posted : Sunday, January 30, 2011 4:50:54 PM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
@earthvoice. Thanx. I think the low KK's PE gives it a chance for capital gains though it may have no real growth prospects.
The opposite of courage is not cowardice, it's conformity.
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githundi
#24 Posted : Sunday, January 30, 2011 5:50:13 PM
Rank: Veteran

Joined: 11/19/2010
Posts: 1,308
Location: nairobi metropolitan
MaichBlack wrote:
Nobody talks about CFC anymore. There was a time it was a pet topic here. What happened?

@ MaichBlack, surely every dog ussually has it's day.
Democracy does not belong to the dead
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youcan'tstopusnow
#25 Posted : Sunday, January 30, 2011 8:34:19 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
MaichBlack wrote:
Nobody talks about CFC anymore. There was a time it was a pet topic here. What happened?

The delayed listing of the insurance arm may have had an effect
GOD BLESS YOUR LIFE
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youcan'tstopusnow
#26 Posted : Sunday, January 30, 2011 8:36:57 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
jerry wrote:
@earthvoice. Thanx. I think the low KK's PE gives it a chance for capital gains though it may have no real growth prospects.

jerry, what do you mean by ''no real growth prospects''? The company is on an expansion drive
GOD BLESS YOUR LIFE
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jerry
#27 Posted : Sunday, January 30, 2011 10:19:17 PM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
@youCan't... It's relative growth in profit when compared to Total. See post #22 above. I've 45% KK in my portfolio and so I see some growth in it.
The opposite of courage is not cowardice, it's conformity.
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guru267
#28 Posted : Monday, January 31, 2011 9:17:39 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
KK in Kenya will not survive coming oil shocks...
KPLC and KCB will do it for you
Mark 12:29
Deuteronomy 4:16
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2012
#29 Posted : Monday, January 31, 2011 12:57:24 PM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
guru267 wrote:
KK in Kenya will not survive coming oil shocks...
KPLC and KCB will do it for you


I agree with that assessment. On the other hand I wish I had cash right now to get onto the eabl band wagon at 185/-

BBI will solve it :)
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jerry
#30 Posted : Tuesday, February 01, 2011 12:39:08 AM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
According to BD article, oil marketers are expecting more profits last year than in 2009 in spite of the price controls. The higher prices last year resulted in lower volumes and net improved profits for the marketers. KK made a loss of 431M in 2k9 and a profit of more than 1B in first half of 2010. They managed a dividend of KES 0.325 in 2009. What can we expect in results for last yr?
The opposite of courage is not cowardice, it's conformity.
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