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KENOL KOBIL .... 2012
pariah
#11 Posted : Wednesday, March 28, 2012 1:59:08 AM
Rank: Member

Joined: 11/24/2011
Posts: 833
.
Impunity
#12 Posted : Wednesday, March 28, 2012 3:16:35 AM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
mwekez@ji wrote:
Continuance KENOL/KOBIL thread which has achieved a cool 2,380 posts and has since been closed.


Wapi @VVS/This is his brain grandchild...
Applause Applause
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

mwekez@ji
#13 Posted : Wednesday, March 28, 2012 8:20:32 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Impunity wrote:
mwekez@ji wrote:
Continuance KENOL/KOBIL thread which has achieved a cool 2,380 posts and has since been closed.


Wapi @VVS/This is his brain grandchild...
Applause Applause


Indeed. @VVS *applause*
mwekez@ji
#14 Posted : Wednesday, March 28, 2012 8:25:25 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
gathinga wrote:
Jamani wrote:
youcan'tstopusnow wrote:
Lets us wait and see if kesho there shall be a jump in turnover at the NSE...


Keep your eyes on KK....



Should KK not suffer from this? KK business model is to import crude from Middle East, refine and distribute. With crude available locally that model is disrupted. Its not safe to assume that KK will be effective in carrying out the inevitable change in business model. We may need to study what happened to existing marketers when oil was discovered in Nigeria.


@young et al, did OMCs benefit in Nigeria?
jerry
#15 Posted : Wednesday, March 28, 2012 10:18:06 AM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
KK is pan-African not limited to Kenyan operations.
The opposite of courage is not cowardice, it's conformity.
earthvoice
#16 Posted : Friday, April 06, 2012 1:57:35 PM
Rank: Member

Joined: 1/29/2011
Posts: 257
tempted to sell KK at KSh 12.00+ and lock in 25%+ gains... and reboard when prices dip after books closure...

just not sure how far down prices will dip... or if they will dip at all given the probable announcement of an interim dividend in 2-3 months...

maybe better to hold and wait...

Decisions, decisions...
Brick wall Think
"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.
cnn
#17 Posted : Friday, April 06, 2012 2:06:46 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
earthvoice wrote:
tempted to sell KK at KSh 12.00+ and lock in 25%+ gains... and reboard when prices dip after books closure...

just not sure how far down prices will dip... or if they will dip at all given the probable announcement of an interim dividend in 2-3 months...

maybe better to hold and wait...

Decisions, decisions...
Brick wall Think

If your target was 25% gain ..sell.If you think it is not worth the 12 bob..sell.Simple really.
QW25091985
#18 Posted : Friday, April 06, 2012 4:06:14 PM
Rank: User

Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
earthvoice wrote:
tempted to sell KK at KSh 12.00+ and lock in 25%+ gains... and reboard when prices dip after books closure...

just not sure how far down prices will dip... or if they will dip at all given the probable announcement of an interim dividend in 2-3 months...

maybe better to hold and wait...

Decisions, decisions...
Brick wall Think


and why would they be dishin out cash just like that ...
sell this thing is coming back to nine bob !
cnn
#19 Posted : Friday, April 06, 2012 5:06:32 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
QW25091985 wrote:
earthvoice wrote:
tempted to sell KK at KSh 12.00+ and lock in 25%+ gains... and reboard when prices dip after books closure...

just not sure how far down prices will dip... or if they will dip at all given the probable announcement of an interim dividend in 2-3 months...

maybe better to hold and wait...

Decisions, decisions...
Brick wall Think


and why would they be dishin out cash just like that ...
sell this thing is coming back to nine bob !

Keep waiting.
earthvoice
#20 Posted : Friday, April 06, 2012 5:07:07 PM
Rank: Member

Joined: 1/29/2011
Posts: 257
QW25091985 wrote:
earthvoice wrote:
tempted to sell KK at KSh 12.00+ and lock in 25%+ gains... and reboard when prices dip after books closure...

just not sure how far down prices will dip... or if they will dip at all given the probable announcement of an interim dividend in 2-3 months...

maybe better to hold and wait...

Decisions, decisions...
Brick wall Think


and why would they be dishin out cash just like that ...
sell this thing is coming back to nine bob !

Well, to be fair, they did announce one (ID) in July last year...
"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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