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The KenolKobil 2015 pendulum
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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Cde Monomotapa wrote:!!!! VALUE TRAP !!!! Soon bear shall be over. Profit reports will begin trickling in. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Cde Monomotapa wrote:!!!! VALUE TRAP !!!!
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Cde Monomotapa wrote:Cde Monomotapa wrote:!!!! VALUE TRAP !!!! Comrade, your looking for me everywhere. Mara im undecided ( yet everyone knows my stand with kengen especially), now KK is a value trap. Relax, is the bear beginning to bite, keep your head these are the most important times. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 8/16/2011 Posts: 2,318
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Spikes wrote:Cde Monomotapa wrote:!!!! VALUE TRAP !!!! Soon bear shall be over. Profit reports will begin trickling in.  Transcentury,SameerAfrica were very imaginary VALUE TRAPs!!!!!! (A value trap is a company that appears cheap because of a large price fall, but which is actually still expensive relative to intrinsic value. In effect, it is masquerading as a value stock)
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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Aguytrying wrote:Cde Monomotapa wrote:Cde Monomotapa wrote:!!!! VALUE TRAP !!!! Comrade, your looking for me everywhere. Mara im undecided ( yet everyone knows my stand with kengen especially), now KK is a value trap. Relax, is the bear beginning to bite, keep your head these are the most important times. With KK sit tight but as for Britam there is a likelihood of more bloodshed when real profit report is made public. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Chief Joined: 1/3/2007 Posts: 18,140 Location: Nairobi
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Aguytrying wrote:Cde Monomotapa wrote:Cde Monomotapa wrote:!!!! VALUE TRAP !!!! Comrade, your looking for me everywhere. Mara im undecided ( yet everyone knows my stand with kengen especially), now KK is a value trap. Relax, is the bear beginning to bite, keep your head these are the most important times.  We are very happy buying PROFITABLE "value-traps" like KK while others chase 'explosive growth' 'turnaround in 18 months' stocks like KQ  Another "value-trap" I like [as long as and in so far as I trust the management] is KenRe. I picked up a few today. KK - I anticipate EPS of 1.15 for FY 2015. And 2016 has started off very well with low(er) fuel prices. KenRe - I am looking at an EPS of 3/- for FY 2015. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Mnasema Cde amekuwa msafi sana? Ameshau bus politics? Sawa. Twende kazi. KKTwo words = Inventory Management The way fuel prices have been dropping, only two results. 1. Hemorrhage & or 2. A profit warning. That should add at least 5 more years in the trap.
KenReThe same portfolio leveraged to settle the mega claims is certainly under water. 2. Even if HTM, the bond portfolio when MTM is further trimming. That report about mega gen. insurance claims? Better have those retro-covers ready! Tulisema raundi hii it's to de-couple distillates... Mtajua JetA1 is the most combustible! Mtaomba msamaha, wacha hesabu zitoke... Meanwhile... We'll be unpacking the lean! mean! and reloaded! !!KQ!! [take a picture] http://www.theafricarepo...s-in-2015-3q-profit.html
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Rank: Chief Joined: 1/3/2007 Posts: 18,140 Location: Nairobi
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[quote=Cde Monomotapa]Mnasema Cde amekuwa msafi sana? Ameshau bus politics? Sawa. Twende kazi. KKTwo words = Inventory Management YES. CORRECT.The way fuel prices have been dropping, only two results. 1. Hemorrhage & or 2. A profit warning. Neither 1. (what hemorrhage?) nor 2. (No profit warning in 2H) and 2016 is too early to call but I expect a wonderful 1Q 2016That should add at least 5 more years in the trap.
KenReThe same portfolio leveraged to settle the mega claims is certainly under water. What mega-claim? This I am very interested in coz 'hidden' claims worry me.2. Even if HTM, the bond portfolio when MTM is further trimming. HTM's are not MTM but nevertheless KenRe should discount the holdings value if the yields have 'permanently' risen.That report about mega gen. insurance claims? What report? Please help me out.Better have those retro-covers ready! Tell me more.Tulisema raundi hii it's to de-couple distillates... Mtajua JetA1 is the most combustible! PMS is more combustible than Jet-A1. Mtaomba msamaha, wacha hesabu zitoke... Meanwhile... We'll be unpacking the lean! mean! and reloaded! !!KQ!! [take a picture] Bado. Ni 18 months for KQ. In the meantime let me enjoy KK's cash earnings.http://www.theafricarepo...-in-2015-3q-profit.html[/quote] *Fill up at KenolKobil. KQ to pay cash. Thank You. Come Again.* Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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@VVS,
I am almost being converted to KK but unfortunately, oil stations are more pronounced in Kenya. In Uganda, where I am based, they have very few filling stations.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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@Cde. Ironically you are the one stuck in value traps which all happen to be gava firms. KQ, NBK, Kengen( not a value trap but major price declines since u boarded). Ama uliuza. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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[quote=Cde Monomotapa] Meanwhile... We'll be unpacking the lean! mean! and reloaded! !!KQ!! [take a picture] http://www.theafricarepo...-in-2015-3q-profit.html[/quote] listen to your elders when they tell you which shares to avoid. Stocks can remain depressed for longer than you can stay liquid. KQ has been a fair company in a bad industry but recently the chicken came home to roost. It's now a bad company in a bad industry. Matters are likely to get worse before they become better. Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,140 Location: Nairobi
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PKoli wrote:@VVS,
I am almost being converted to KK but unfortunately, oil stations are more pronounced in Kenya. In Uganda, where I am based, they have very few filling stations.
UG (& Western KE) was a tough market for KK coz of the numerous independents who sell 'untaxed' fuel. KRA has cracked down on such sellers/suppliers in Western KE. Until URA does the same, there may not be many KKs. The new EAC Customs Rules may reduce the amount of untaxed fuel finding its way to UG. KK has 35% market share in Burundi [but sales are probably down]. Rwanda seems to be doing well. Tanzania is a pain to deal with. Yes, Kenya is the star market for KK just as it is for Equity, I&M, KCB, etc. *Please fill up at KenolKobil. K-Card has a 2/- discount. Some stations will offer an additional 2/- off on Sundays. KQ pays cash. Thank You. Come Again.* Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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VituVingiSana wrote:PKoli wrote:@VVS,
I am almost being converted to KK but unfortunately, oil stations are more pronounced in Kenya. In Uganda, where I am based, they have very few filling stations.
UG (& Western KE) was a tough market for KK coz of the numerous independents who sell 'untaxed' fuel. KRA has cracked down on such sellers/suppliers in Western KE. Until URA does the same, there may not be many KKs. The new EAC Customs Rules may reduce the amount of untaxed fuel finding its way to UG. KK has 35% market share in Burundi [but sales are probably down]. Rwanda seems to be doing well. Tanzania is a pain to deal with. Yes, Kenya is the star market for KK just as it is for Equity, I&M, KCB, etc. *Please fill up at KenolKobil. K-Card has a 2/- discount. Some stations will offer an additional 2/- off on Sundays. KQ pays cash. Thank You. Come Again.* iam sure if ohana reads your comments on kk you will win a marketing award  "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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VituVingiSana wrote:PKoli wrote:@VVS,
I am almost being converted to KK but unfortunately, oil stations are more pronounced in Kenya. In Uganda, where I am based, they have very few filling stations.
UG (& Western KE) was a tough market for KK coz of the numerous independents who sell 'untaxed' fuel. KRA has cracked down on such sellers/suppliers in Western KE. Until URA does the same, there may not be many KKs. The new EAC Customs Rules may reduce the amount of untaxed fuel finding its way to UG. KK has 35% market share in Burundi [but sales are probably down]. Rwanda seems to be doing well. Tanzania is a pain to deal with. Yes, Kenya is the star market for KK just as it is for Equity, I&M, KCB, etc. *Please fill up at KenolKobil. K-Card has a 2/- discount. Some stations will offer an additional 2/- off on Sundays. KQ pays cash. Thank You. Come Again.* Since i bought into KK last year, i am not fueling anywhere else
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Rank: Chief Joined: 1/3/2007 Posts: 18,140 Location: Nairobi
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mlennyma wrote:VituVingiSana wrote:PKoli wrote:@VVS,
I am almost being converted to KK but unfortunately, oil stations are more pronounced in Kenya. In Uganda, where I am based, they have very few filling stations.
UG (& Western KE) was a tough market for KK coz of the numerous independents who sell 'untaxed' fuel. KRA has cracked down on such sellers/suppliers in Western KE. Until URA does the same, there may not be many KKs. The new EAC Customs Rules may reduce the amount of untaxed fuel finding its way to UG. KK has 35% market share in Burundi [but sales are probably down]. Rwanda seems to be doing well. Tanzania is a pain to deal with. Yes, Kenya is the star market for KK just as it is for Equity, I&M, KCB, etc. *Please fill up at KenolKobil. K-Card has a 2/- discount. Some stations will offer an additional 2/- off on Sundays. KQ pays cash. Thank You. Come Again.* iam sure if ohana reads your comments on kk you will win a marketing award Proud Shareholder. Plus when you fuel at KK, I got a tinny bit back! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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Pesa Nane wrote:
#116 Posted : Tuesday, November 24, 2015 2:10:53 PM
Batch 1 @ Ksh. 7.90: Check!
60% lighter at Ksh. 9.80 Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Pesa Nane wrote:Pesa Nane wrote:
#116 Posted : Tuesday, November 24, 2015 2:10:53 PM
Batch 1 @ Ksh. 7.90: Check!
60% lighter at Ksh. 9.80 Umeuza ? Wont you wait for the promised land, even though its 2019. You see for KK 10.00 is like The Red Sea, thats why crossing 10.00 is so hard. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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Aguytrying wrote:Pesa Nane wrote:Pesa Nane wrote:
#116 Posted : Tuesday, November 24, 2015 2:10:53 PM
Batch 1 @ Ksh. 7.90: Check!
60% lighter at Ksh. 9.80 Umeuza ? Wont you wait for the promised land, even though its 2019. You see for KK 10.00 is like The Red Sea, thats why crossing 10.00 is so hard. See my post #232 explaining the stagnation Hopefully I get them back at Ksh. 8!  But if it flies, well, I still make something of the remaining 40% Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 8/16/2011 Posts: 2,318
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Mr aka SEGMAN is still behind the scenes and as a Passive Director in Kenya he is not sleeping. He can really be very active and drawing lines in the boardroom where his decisions are also sought. He is still one of the key investors nd won't wait to see his wealth go down. What has he been upto? Now he is behind the building own office to save money. What other businesses are under his sleeve? Under his active tenure information was king. We could tell a month erlier when results were expected. Is Segman the Boy ringing the morning bell?
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Realtreaty wrote: Mr aka SEGMAN is still behind the scenes and as a Passive Director in Kenya he is not sleeping. He can really be very active and drawing lines in the boardroom where his decisions are also sought. He is still one of the key investors nd won't wait to see his wealth go down. What has he been upto? Now he is behind the building own office to save money. What other businesses are under his sleeve? Under his active tenure information was king. We could tell a month erlier when results were expected. Is Segman the Boy ringing the morning bell? Link! The investor's chief problem - and even his worst enemy - is likely to be himself
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