So will the other OMCs. Remember KK is not running a regional monopoly & remember that shell with the Helios money & shell(Holland's) capabilities will be at a greater advantage as they've got West African experience (Niger delta) and know how to play ball in Africa & i mean as a wholesome oil company & not only as an OMC. Next steps in Total, with their French money & expertise they'll want the best piece of the piece. Chevron is planning a comeback through UG and remember they are not only an OMC but a wholesome oil company. Nobody is actually telling me how kk has strategically positioned itself to gain from UG.
Actually from my perspective the biggest loser might be kk coz:
1. With the wars kk is having with the govt it will be hard for them to be in good books with M7 as he wants to be in good books with the Kenyan govt coz of the EA presidency.
2. Being able to play around with their stocks at high seas by taking them to other EA countries for profitability purposes will be hard as the other OMCs in those countries will have the opportunity as them of accessing cheaper oil from UG.
Now can someone tell me what concessions, contracts, deals or whatever they have in place to be the best placed OMC.

Your conviction is admirable.

Huh? How can you look at one aspect [margins] and discount the rest? Please provide your logic... coz I can't make much of your comment/s except varying margins.

@cde, always look at a company from all perspectives and not one thus my info. overload always helps me in taking long term positions in different industries. At times its good & advisable to look at a company in wholesome case in point Satyam in India, investors learnt this the hard way coz everything was working well for them till they went haywire.
I believe a company is not only the profits you see on paper but the management, prospects, lobbying power within the industry, major suppliers & clients, core biz concentration etc. Apart from financial indicators i also use 5Cs to analyse a company. And when i do this with kk i don't find it so much of a good investment as most Wazuans tend to put it.

So far KK has (somehow) managed to survive even in 2H last year when KPRL, MoE & ERC were all gunning for them.

KK has been buying 'storage' outside of Kenya too [not the briefcase dealer nonsense]. KK also owns various depots all over the country so storage adds up.

Finally, I have a feeling KK saw the ullage crap & attacked the problem by filling tankers & tanks at all petrol stations so they had fuel to sell while others did not!