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maka		#451 Posted : Wednesday, December 10, 2014 8:51:48 AM
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi		VituVingiSana wrote: SittingPretty wrote: maka wrote: Realtreaty wrote: What profit can Kenyan Oil marketers make with the current fall in crude oil prices? Had KK hedged on anything this time round or is it laughing all the way to the bank after realising hedging was fraud? Birds of the same feather fly together and I am waiting to see KK inline with Total. I was also thinking the same is the drop in crude oil good for Kenol or bad?If good definitely this is one counter guys should get into big time... I believe they stopped since their hedging partner also stopped that biashara, it cuts both sides you know(Zero Sum). Otherwise this year all, fuel companies are going to make super profits. Okay this how it works: Assuming today is Dec 14th when ERC sets the price. The price has variables (i.e Forex, CIF and premium) based on the months of October and November. However the products available and sold within the month of December will constitute November and December costs. There is the catch, when prices are falling (actually about Ksh5/Ltr per month in this case),the marketers have an expensive component (October Variables) in their prices which is not in the actual costs for cargo delivered in December. The assumption here is that the forces of demand and supply are consistent. And that's why I will bet more of my eggs with KK until the tied changes. That tide can change very fast. So KK has to be careful if the oil prices start rising. They do not want to be caught with pricey stocks. I believe KK plays just in time vs storing large amounts as it did previously. With this in mind would you go all in? possunt quia posse videntur
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mlennyma		#452 Posted : Wednesday, December 10, 2014 11:18:05 AM
Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi		Could this be a monkey?a monkey attracts crowds just to look at it. "Don't let the fear of losing be greater than the excitement of winning."
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speculator		#453 Posted : Wednesday, December 10, 2014 11:27:22 AM
Rank: New-farer Joined: 12/1/2009 Posts: 75 Location: nairobi		mlennyma wrote: Could this be a monkey?a monkey attracts crowds just to look at it. saw 8.35 print. thought it was a mistake!!
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maka		#454 Posted : Wednesday, December 10, 2014 12:08:46 PM
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi		speculator wrote: mlennyma wrote: Could this be a monkey?a monkey attracts crowds just to look at it. saw 8.35 print. thought it was a mistake!! Eish... possunt quia posse videntur
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RearView		#455 Posted : Wednesday, December 10, 2014 12:30:23 PM
Rank: New-farer Joined: 3/16/2014 Posts: 12 Location: Kisumu		maka wrote: speculator wrote: mlennyma wrote: Could this be a monkey?a monkey attracts crowds just to look at it. saw 8.35 print. thought it was a mistake!! Eish... Is it boarding time?
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Boris Boyka		#456 Posted : Wednesday, December 10, 2014 12:56:26 PM
Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here		RearView wrote: maka wrote: speculator wrote: mlennyma wrote: Could this be a monkey?a monkey attracts crowds just to look at it. saw 8.35 print. thought it was a mistake!! Eish... Is it boarding time? Board my brother/sister, i can assure you of a 20% gain by mar/aprl though it could be higher than that. @mleny this isn't a monkey ingawa it is dawn in monkey skin. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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hisah		#457 Posted : Wednesday, December 10, 2014 3:01:10 PM
Rank: Chief Joined: 8/4/2010 Posts: 8,977		dunkang wrote: This oil thing is heading towards $50 which means brent oil will also slide towards 52-54 level. The KK needs to breakdown tough resistance @10.00 handle to give the bulls the upperhand. This level keeps rejecting any bullish advances. A retest of 8/- is likely and if fails to rope in solid support, this thing will fall towards 6!? Critical support level is 8.00 handle where 100M shares (jumbo vol spike) traded back in Aug 2014 and forced the price to bounce. I'd be surprised if that support caves in... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Realtreaty		#458 Posted : Wednesday, December 10, 2014 3:52:30 PM
Rank: Elder Joined: 8/16/2011 Posts: 2,389		hisah wrote: dunkang wrote: This oil thing is heading towards $50 which means brent oil will also slide towards 52-54 level. The KK needs to breakdown tough resistance @10.00 handle to give the bulls the upperhand. This level keeps rejecting any bullish advances. A retest of 8/- is likely and if fails to rope in solid support, this thing will fall towards 6!? Critical support level is 8.00 handle where 100M shares (jumbo vol spike) traded back in Aug 2014 and forced the price to bounce. I'd be surprised if that support caves in... What advantage are manufacturers facing with the falling crude oil prices or are they always caught on the wrong side due to energy import quotas and agreements like say they already paid for the oils for First quarter 2015 at high price and cannot make new adjustments? Is America re-stocking thereby bring the prices down. The problem is they are the miners, sellers, buyers, manufacturers, mention any. For KK they hve to lick so many A**** before they can make any tangible investment from international controllers, govt, barons and systems in place and thieves.!!!!
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Realtreaty		#459 Posted : Friday, December 12, 2014 9:00:43 AM
Rank: Elder Joined: 8/16/2011 Posts: 2,389		Vivo Energy —the retailer of Shell-branded fuel products— has widened its market share gap on rival oil majors, including Total Kenya and KenolKobil. The latest data by industry lobby group the Petroleum Institute of East Africa (PIEA) shows that Shell increased its market share to 20 per cent in the nine months to end of September, up from 16.9 per cent in a similar period last year.
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Kausha		#460 Posted : Saturday, December 13, 2014 12:12:51 PM
Rank: Member Joined: 2/8/2007 Posts: 808		At what margin? KK off 2014 numbers will clearly demonstrate oil distribution is first and foremost a margin game then volumes. KK does business in 10 countries. Market share in Kenya not the only indicator of business performance.
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