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KenolKobil first HY 2011 pretax profit up 86%
Rank: Member Joined: 4/17/2009 Posts: 194
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Sawas@GG, I even thought you would say 15 not 12.50, which is but a modest increase.
But I am in no doubt you do NOT want to be the guy buying at the higher end of the range, post results. Knowing you, I am sure you will be biding your time - to sell to the guy who will bid up to 12.50 (15?), having already bought your fill earlier.
But since most guys have wised up that we are in a bear market, they will not be too happy to push the price up, atakama wanajua KK ndiyo kiboko yao!
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Rank: Member Joined: 12/31/2008 Posts: 90
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No two ways about this. KK is a steal.
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Rank: Veteran Joined: 6/17/2009 Posts: 1,627
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VituVingiSana wrote:@cde - Humbly. Asante.
[BTW, KK says 2H 2011 will be better than 2H 2010 so 2/- EPS is possible!] PAT at half year is 2.157 billion,EPS at half year of 1.32,factoring in a 10% ESOP dilution!.And .57cents dividend to be paid on 2nd September.Not so bad.
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Rank: Elder Joined: 5/27/2008 Posts: 3,760
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Iborian wrote:Sawas@GG, I even thought you would say 15 not 12.50, which is but a modest increase.
But I am in no doubt you do NOT want to be the guy buying at the higher end of the range, post results. Knowing you, I am sure you will be biding your time - to sell to the guy who will bid up to 12.50 (15?), having already bought your fill earlier.
But since most guys have wised up that we are in a bear market, they will not be too happy to push the price up, atakama wanajua KK ndiyo kiboko yao! I'll be honest, I can't contain my h**d-on. My ROI at the current price (sh11) is close to 13.59% and my dividend/today's price is 9.91%. Both statistics beat all my holdings by a mile. The smart thing to do now is to sell cum and avoid the 5% with holding tax if you take the dividends. Then buy again ex div.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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QW25071985 wrote:[quote=Aguytrying]Oh my God. They did it, they did it. The interim dividend is more than previous financial years' dividend. I think what segman and co. Are telling the market, is that this share is actually worth double. This is a serious question to mr market. And as some have said, if there is supply, we will be buying if only for the dividend. Thats a 5.2 percent dividend yield on the interim, at 11 bob. thankyou very much. 13.00 here we come. my friend you buy and hold. Are you seeing any capital gains anywhere of late? This is an assured earning, with the possibility of capital retention or appreciation. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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VituVingiSana wrote:@cde - Humbly. Asante.
[BTW, KK says 2H 2011 will be better than 2H 2010 so 2/- EPS is possible!] you sure know how to call them. Ok. 2 bob eps, this is becoming too much to process, mind blowing. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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@Qw. You may be right to laugh at those buying now, though they'll make some cash. The ones who'll make a kill are us who bought sub-ten bob. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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VituVingiSana wrote:@cde - Humbly. Asante.
[BTW, KK says 2H 2011 will be better than 2H 2010 so 2/- EPS is possible!] Most welcome boss. Mmm..that's a firm outlook and I see it supported by the August oil load, the Kipevu & Rabai diesel supply contracts and a.o.b. 
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Rank: Member Joined: 4/17/2009 Posts: 194
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Gordon Gekko wrote:I'll be honest, I can't contain my h**d-on. My ROI at the current price (sh11) is close to 13.59% and my dividend/today's price is 9.91%. Both statistics beat all my holdings by a mile.
The smart thing to do now is to sell cum and avoid the 5% with holding tax if you take the dividends. Then buy again ex div. GG, Precisly what I thought not about the h**d-on, but on what action you will be taking from tomorrow onwards. You will be a seller if the opportunity presents itself.
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Rank: Member Joined: 4/17/2009 Posts: 194
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Another interesting thing to think about. KK made a lot of money from the arbitrage opportunities arising from increasing product prices on the local market.
Being the smart guys they are, walikikisha, they had sufficient inventory ahead of the controlled price increases.
Kwenda mbele, can this continue at the same rate? Serikali will be on them, au siyo?
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KenolKobil first HY 2011 pretax profit up 86%
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