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KENOL-KOBIL 2014
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VituVingiSana
#491 Posted : Tuesday, January 13, 2015 10:24:37 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,366
Location: Nairobi
whiteowl wrote:
Best case scenario here is a fat FY results and a strategic partner who would buy 40% of shares from the open market over the next 3 years Saham style.

Pity that is what it has come down to! It is unlikely a Strategic Investor will buy from the open market. It makes more sense to buy 40% from the larger existing shareholders OR buy 40% of the firm by buying NEW shares thus pumping cash into KK.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mlennyma
#492 Posted : Tuesday, January 13, 2015 12:41:40 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
9bob revisited after loooong struggle, iam however hardened by the stock never to be excited or smile
"Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana
#493 Posted : Wednesday, January 14, 2015 2:16:47 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,366
Location: Nairobi
The 2014 results are expected to be much better than 2013. The 1H 2014 were a huge positive turnaround from 2013. The Management indicated (1H 2014 commentary) that the OPERATIONAL profits have seen positive gains and 2H should be better.

The drop in oil prices will help the profits as long as KK is selling products procured at lower prices than the ERC mandated prices. This advantage will not last long as ERC drops prices every month.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Aguytrying
#494 Posted : Wednesday, January 14, 2015 8:55:42 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
@VVS. this will means much higher profits for the OMCs with huge market share like total and vivo. Kenol Kobil would have benefited more from the price discrepancy than they will.
The investor's chief problem - and even his worst enemy - is likely to be himself
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mlennyma
#495 Posted : Wednesday, January 14, 2015 9:34:16 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Aguytrying wrote:
@VVS. this will means much higher profits for the OMCs with huge market share like total and vivo. Kenol Kobil would have benefited more from the price discrepancy than they will.

you mean kk cannot snick oil from its branches in other countries and sell here?in business you don't need to be 100% straight
"Don't let the fear of losing be greater than the excitement of winning."
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TheGeek
#496 Posted : Wednesday, January 14, 2015 9:51:09 AM
Rank: Member

Joined: 7/3/2014
Posts: 245
mlennyma wrote:
The sellers of this thing never get tired,and the current management of kk needs to be crowned an award of keeping quiet.



Watchout for the following price points 9:35, 9.8 , 10.00.

Strength of any Rally will be determined by how strongly these pegs are surpassed.



In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
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dunkang
#497 Posted : Wednesday, January 14, 2015 3:29:07 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
Receive with simplicity everything that happens to you.” ― Rashi

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Aguytrying
#498 Posted : Wednesday, January 14, 2015 3:34:03 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
Aguytrying wrote:
@VVS. this will means much higher profits for the OMCs with huge market share like total and vivo. Kenol Kobil would have benefited more from the price discrepancy than they will.

you mean kk cannot snick oil from its branches in other countries and sell here?in business you don't need to be 100% straight


Good point the regional spread will mitigate this. but ke market is still the largest contributor.
The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying
#499 Posted : Wednesday, January 14, 2015 3:38:55 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
TheGeek wrote:
mlennyma wrote:
The sellers of this thing never get tired,and the current management of kk needs to be crowned an award of keeping quiet.



Watchout for the following price points 9:35, 9.8 , 10.00.

Strength of any Rally will be determined by how strongly these pegs are surpassed.





I've watched this share for a long time and I'm almost certain that its preparing to make a major jump soon. in the short term at least. this coniciding with results and low crude oil prices bodes very well for the kk faithful.
The investor's chief problem - and even his worst enemy - is likely to be himself
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Metasploit
#500 Posted : Thursday, January 15, 2015 11:51:02 AM
Rank: Veteran

Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
Aguytrying wrote:
TheGeek wrote:
mlennyma wrote:
The sellers of this thing never get tired,and the current management of kk needs to be crowned an award of keeping quiet.



Watchout for the following price points 9:35, 9.8 , 10.00.

Strength of any Rally will be determined by how strongly these pegs are surpassed.





I've watched this share for a long time and I'm almost certain that its preparing to make a major jump soon. in the short term at least. this coniciding with results and low crude oil prices bodes very well for the kk faithful.


6th time trying to cross the ksh 10 resistance.When it does it will be interesting.

same with CFC stanbic.

Bamburi seems to be leaving the 140s range silently

β€œThe pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
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