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The KenolKobil 2015 pendulum
Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Cde Monomotapa wrote: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...-in-2015-3q-profit.html
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Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove
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Cde Monomotapa wrote:Cde Monomotapa wrote: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...-in-2015-3q-profit.html @cde so you're saying sell KK/KENRE buy KQ?
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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No. I've always said that we are here to learn, make informed decisions & ultimately create wealth.
When we veer off that course much, like malice, witch hunting, ngware - pia fimbo inaweza chapa!
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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Cde Monomotapa wrote:No. I've always said that we are here to learn, make informed decisions & ultimately create wealth.
When we veer off that course much, like malice, witch hunting, ngware - pia fimbo inaweza chapa!
Thumbs up for inspiring the souls some of whom hemorrhaged more than 95% of their wealth because of financial mismanagement. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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mlennyma wrote:Aguytrying wrote:mlennyma wrote:mlennyma wrote:Realtreaty wrote:he Pendulum, still in motion!!!!!!  buyers and sellers are in a cold war buyers are giving in to the 10bob reality,Kk is worth 15bob atleast Supply at 10.00 was being mopped up as it came. Im not the optimistic one but i see scope for 11.00 before results. Nevertheless im even surprised were at 10.00. @enyands. You can safely wake up today the VWAP is 10.00 tomorrow is key if 10 doesn't get a permanent bid which wont get exhausted,then a slide will be looming large good development,sizable chunks trading at 10 indicates that this range is being accepted slowly but sure.looking at the supply side 11 is possible if the trend continues in coming days before results "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 1/3/2007 Posts: 18,140 Location: Nairobi
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KK has sold the (long)suffering TZ business (with 20 stations and some other assets/tanks). Good riddance. In addition, the DRC business has also been sold. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:KK has sold the (long)suffering TZ business (with 20 stations and some other assets/tanks). Good riddance.
In addition, the DRC business has also been sold.
Likely impact on the bottom line? Life is short. Live passionately.
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Rank: User Joined: 8/15/2013 Posts: 13,237 Location: Vacuum
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sparkly wrote:VituVingiSana wrote:KK has sold the (long)suffering TZ business (with 20 stations and some other assets/tanks). Good riddance.
In addition, the DRC business has also been sold.
Likely impact on the bottom line? Verifiable impact on the bottom line of an alternative investment investor Njung'e wrote:Suarez Navarro C. - Bacsinszky T. 1.75 Tip: 1 (H/A) Total odds - 1.75 (10K)
 Won. Njung'e wrote:Njung'e wrote:My early morning picks
Cuevas P. - Pella G.
1.45
Tip: 1 (H/A)
Fritz T. - Menendez-Maceiras A.
1.44
Tip: 2:0 (CS)
I am curious as to how Cuevas will do in this match given both guys have disposed decent opponents to get here. I am giving it to Cuevas though,since it's hardly 24 hrs since he dismissed Nadal.
In the second game of ATP Acapulco, Fritz should surely have no problem winning in two straight sets thus my pick is for correct score (2-0).
Total odds - 2.08 (10K) Cuevas had a tough second set, which he actually lost in a tie-breaker.He eventually won it 2-1. Fritz blitzed past poor Maceiras in two straight sets as anticipated. Bet won (Kshs 20,800) if you need more tips on technical analysis contact guka If Obiero did it, Who Am I?
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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VituVingiSana wrote:KK has sold the (long)suffering TZ business (with 20 stations and some other assets/tanks). Good riddance.
In addition, the DRC business has also been sold.
 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:VituVingiSana wrote:KK has sold the (long)suffering TZ business (with 20 stations and some other assets/tanks). Good riddance.
In addition, the DRC business has also been sold.
Sign of a management in touch with what's going on in the ground, and decisive. That decisiveness is what sparked the turnaround in 2012. Looks to me it may spark the next growth phase Interested to see how far they've reduced the debt. Wasn't it TZ Ohana visited, where he said he ate snacks on the way.... The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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Aguytrying wrote:Pesa Nane wrote:VituVingiSana wrote:KK has sold the (long)suffering TZ business (with 20 stations and some other assets/tanks). Good riddance.
In addition, the DRC business has also been sold.
Sign of a management in touch with what's going on in the ground, and decisive. That decisiveness is what sparked the turnaround in 2012. Looks to me it may spark the next growth phase Interested to see how far they've reduced the debt. Wasn't it TZ Ohana visited, where he said he ate snacks on the way.... its not a bad idea to cut unproductive branches of a tree but how much were they worth??should we expect a special dividend? "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 1/3/2007 Posts: 18,140 Location: Nairobi
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@miennyma - No special dividend should be expected. As @Aguy hinted, I think the proceeds will be used to pay down debt. The TZ business was making losses or breaking even at best. If KK borrows at 15% from banks, it can start saving a lot by paying down the debt used to purchase/maintain the TZ assets. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Aguytrying wrote:mlennyma wrote:mlennyma wrote:Realtreaty wrote:he Pendulum, still in motion!!!!!! buyers and sellers are in a cold war buyers are giving in to the 10bob reality,Kk is worth 15bob atleast Supply at 10.00 was being mopped up as it came. Im not the optimistic one but i see scope for 11.00 before results. Nevertheless im even surprised were at 10.00. @enyands. You can safely wake up today the VWAP is 10.00 Thanks aguy .I need to wash my face and put on my glasses so as to see if there is rainbow or there is storm clinging on kk. Hang on will let you know when I'm ready. But I'm awake now.
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Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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VituVingiSana wrote:@miennyma - No special dividend should be expected. As @Aguy hinted, I think the proceeds will be used to pay down debt. The TZ business was making losses or breaking even at best.
If KK borrows at 15% from banks, it can start saving a lot by paying down the debt used to purchase/maintain the TZ assets. true i have just seen the thing "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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http://www.businessdaily...70/-/ptfip7/-/index.html"Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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mlennyma wrote:VituVingiSana wrote:@miennyma - No special dividend should be expected. As @Aguy hinted, I think the proceeds will be used to pay down debt. The TZ business was making losses or breaking even at best.
If KK borrows at 15% from banks, it can start saving a lot by paying down the debt used to purchase/maintain the TZ assets. true i have just seen the thing Tanzania is the graveyard of Kenyan companies. What's wrong with that country? Life is short. Live passionately.
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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sparkly wrote:mlennyma wrote:VituVingiSana wrote:@miennyma - No special dividend should be expected. As @Aguy hinted, I think the proceeds will be used to pay down debt. The TZ business was making losses or breaking even at best.
If KK borrows at 15% from banks, it can start saving a lot by paying down the debt used to purchase/maintain the TZ assets. true i have just seen the thing Tanzania is the graveyard of Kenyan companies. What's wrong with that country? Started way back to nyerere Statement that Kenya is a man eat man society
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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The photo though is actually that of Segman and not the young Ohana.  Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: Member Joined: 2/1/2010 Posts: 272 Location: Nairobi
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Gatheuzi wrote:The photo though is actually that of Segman and not the young Obama. I doubt that's young Obama either The harder you work, the luckier you get
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Rank: Member Joined: 4/21/2015 Posts: 151
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DN reports of exit from Rwanda and Tanzania. They even quote the statement which has no word 'Rwanda'.
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