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KenolKobil FY14 PAT up 95%
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Aguytrying
#191 Posted : Tuesday, May 19, 2015 10:54:38 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
mlennyma wrote:
http://www.businessdailyafrica.com/Corporate-News/KenolKobil-to-build-Sh1-4bn-lubricant-plant-in-Mombasa/-/539550/2722614/-/un8i50z/-/index.html

just a matter of time and you will not afford this share,back to growth after stabilization.


I hear you. the share price is declining an opportunity to keep adding!

@VVS. I'm guessing you saw the planned renovation of some petrol stations. KK is slowly becoming a very well oiled machine
The investor's chief problem - and even his worst enemy - is likely to be himself
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mlennyma
#192 Posted : Tuesday, May 19, 2015 11:00:44 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Aguytrying wrote:
mlennyma wrote:
mlennyma wrote:
http://www.businessdailyafrica.com/Corporate-News/KenolKobil-to-build-Sh1-4bn-lubricant-plant-in-Mombasa/-/539550/2722614/-/un8i50z/-/index.html

just a matter of time and you will not afford this share,back to growth after stabilization.


I hear you. the share price is declining an opportunity to keep adding!

@VVS. I'm guessing you saw the planned renovation of some petrol stations. KK is slowly becoming a very well oiled machine

I saw ohana laughing to the last tooth so we should also laugh soon.
"Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana
#193 Posted : Wednesday, May 20, 2015 1:04:27 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,353
Location: Nairobi
mlennyma wrote:
Aguytrying wrote:
mlennyma wrote:
mlennyma wrote:
http://www.businessdailyafrica.com/Corporate-News/KenolKobil-to-build-Sh1-4bn-lubricant-plant-in-Mombasa/-/539550/2722614/-/un8i50z/-/index.html

just a matter of time and you will not afford this share,back to growth after stabilization.


I hear you. the share price is declining an opportunity to keep adding!

@VVS. I'm guessing you saw the planned renovation of some petrol stations. KK is slowly becoming a very well oiled machine

I saw ohana laughing to the last tooth so we should also laugh soon.
About time they renovated the stations!
Next they need to act on the slow K-Card

How will they fund their share of the new Lubes plant? http://www.businessdaily.../-/un8i50z/-/index.html

Is Castrol that strong a name in the market?
Will KK de-emphasize sale of KK lubes in favor of Castrol?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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  | | Edit by user: Wednesday, May 20, 2015 1:09 AM | Reason: Not specified
Aguytrying
#194 Posted : Wednesday, May 20, 2015 9:06:14 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
mlennyma wrote:
Aguytrying wrote:
mlennyma wrote:
mlennyma wrote:
http://www.businessdailyafrica.com/Corporate-News/KenolKobil-to-build-Sh1-4bn-lubricant-plant-in-Mombasa/-/539550/2722614/-/un8i50z/-/index.html

just a matter of time and you will not afford this share,back to growth after stabilization.


I hear you. the share price is declining an opportunity to keep adding!

@VVS. I'm guessing you saw the planned renovation of some petrol stations. KK is slowly becoming a very well oiled machine

I saw ohana laughing to the last tooth so we should also laugh soon.
About time they renovated the stations!
Next they need to act on the slow K-Card

How will they fund their share of the new Lubes plant? http://www.businessdaily.../-/un8i50z/-/index.html

Is Castrol that strong a name in the market?
Will KK de-emphasize sale of KK lubes in favor of Castrol?


That question for where the 1-1.4B is coming from is one that crossed my mind. and I didn't know castrol is so popular. could it be those high margin lines he talks about...
The investor's chief problem - and even his worst enemy - is likely to be himself
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mlennyma
#195 Posted : Wednesday, May 20, 2015 10:37:15 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Aguytrying wrote:
VituVingiSana wrote:
mlennyma wrote:
Aguytrying wrote:
mlennyma wrote:
mlennyma wrote:
http://www.businessdailyafrica.com/Corporate-News/KenolKobil-to-build-Sh1-4bn-lubricant-plant-in-Mombasa/-/539550/2722614/-/un8i50z/-/index.html

just a matter of time and you will not afford this share,back to growth after stabilization.


I hear you. the share price is declining an opportunity to keep adding!

@VVS. I'm guessing you saw the planned renovation of some petrol stations. KK is slowly becoming a very well oiled machine

I saw ohana laughing to the last tooth so we should also laugh soon.
About time they renovated the stations!
Next they need to act on the slow K-Card

How will they fund their share of the new Lubes plant? http://www.businessdaily.../-/un8i50z/-/index.html

Is Castrol that strong a name in the market?
Will KK de-emphasize sale of KK lubes in favor of Castrol?


That question for where the 1-1.4B is coming from is one that crossed my mind. and I didn't know castrol is so popular. could it be those high margin lines he talks about...

financing is jointly by bp south Africa and kk,but I think before constructing this kind of facility, one must have conducted satisfactory study on its returns.
"Don't let the fear of losing be greater than the excitement of winning."
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mlennyma
#196 Posted : Wednesday, May 20, 2015 10:59:50 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
By 11am its approaching 10m shares traded.
"Don't let the fear of losing be greater than the excitement of winning."
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heri
#197 Posted : Wednesday, May 20, 2015 11:19:52 AM
Rank: Member

Joined: 9/14/2011
Posts: 869
Location: nairobi
Having bought a few KK shares, i have now taken some more interest in the business

Today i drove from Kikuyu town to Kericho and counted 6 KK petrol stations

Other than the one at Naivasha ( Delamere), the rest are in pathetic condition. The one before you get to Limuru junction did not even have fuel

so only 1 out of 6 ( 17%) looked comparable to the competitors' stations.

They surely need to do better than that.

In the midst of their cost cutting, do they have a strategy on how to attract customers to their pathetic looking stations or retail business is not a priority
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  | | Edit by user: Wednesday, May 20, 2015 11:21 AM | Reason: Not specified
Aguytrying
#198 Posted : Wednesday, May 20, 2015 11:41:46 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
heri wrote:
Having bought a few KK shares, i have now taken some more interest in the business

Today i drove from Kikuyu town to Kericho and counted 6 KK petrol stations

Other than the one at Naivasha ( Delamere), the rest are in pathetic condition. The one before you get to Limuru junction did not even have fuel

so only 1 out of 6 ( 17%) looked comparable to the competitors' stations.

They surely need to do better than that.

In the midst of their cost cutting, do they have a strategy on how to attract customers to their pathetic looking stations or retail business is not a priority


This has been my worry since the k-card days
The investor's chief problem - and even his worst enemy - is likely to be himself
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mlennyma
#199 Posted : Wednesday, May 20, 2015 1:00:03 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Kenyans like cheap things even if they come from a dirty station,if they price well they will still sell
"Don't let the fear of losing be greater than the excitement of winning."
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winmak
#200 Posted : Wednesday, May 20, 2015 1:07:33 PM
Rank: Member

Joined: 12/1/2007
Posts: 539
Location: Nakuru
heri wrote:
Having bought a few KK shares, i have now taken some more interest in the business

Today i drove from Kikuyu town to Kericho and counted 6 KK petrol stations

Other than the one at Naivasha ( Delamere), the rest are in pathetic condition. The one before you get to Limuru junction did not even have fuel

so only 1 out of 6 ( 17%) looked comparable to the competitors' stations.

They surely need to do better than that.

In the midst of their cost cutting, do they have a strategy on how to attract customers to their pathetic looking stations or retail business is not a priority


You missed the one at the hill in FlyOver as u descend down Kinungi. It is very nice and prime
For investors as a whole, returns decrease as motion increases ~ WB
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