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The KenolKobil 2015 pendulum
mlennyma
#561 Posted : Thursday, March 17, 2016 3:06:09 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
lochaes wrote:
mlennyma wrote:
mlennyma wrote:
The last mile rally is absent today, i can see sellers very alert meaning a retreat is looming

last mile finally here,wazungu wameamkasmile money or the box???

smile smile smile

today i spend the better part monitoring the supply and demand, and my conclusion is that,the rally may have matured and results factored in .
"Don't let the fear of losing be greater than the excitement of winning."
AndyC
#562 Posted : Thursday, March 17, 2016 3:12:41 PM
Rank: Member


Joined: 4/21/2015
Posts: 151
Hopefully today the "pendulum" tag will be lost.Pray
Kausha
#563 Posted : Thursday, March 17, 2016 3:31:10 PM
Rank: Member


Joined: 2/8/2007
Posts: 808
This will be interesting kesho.
Spikes
#564 Posted : Thursday, March 17, 2016 3:44:05 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
Kausha wrote:
This will be interesting kesho.


Wanjiko has learnt a lesson from COOP bank. Tomorrow they will trade this counter cautiously.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
mlennyma
#565 Posted : Thursday, March 17, 2016 3:48:05 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
Spikes wrote:
Kausha wrote:
This will be interesting kesho.


Wanjiko has learnt a lesson from COOP bank. Tomorrow they will trade this counter cautiously.

that person who bought coop at 23 this morning is unhappy and praying to see it back
"Don't let the fear of losing be greater than the excitement of winning."
Spikes
#566 Posted : Thursday, March 17, 2016 4:05:00 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
mlennyma wrote:
Spikes wrote:
Kausha wrote:
This will be interesting kesho.


Wanjiko has learnt a lesson from COOP bank. Tomorrow they will trade this counter cautiously.

that person who bought coop at 23 this morning is unhappy and praying to see it back


That individual got shafted impulsively.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
Aguytrying
#567 Posted : Thursday, March 17, 2016 5:00:04 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
lochaes wrote:
mlennyma wrote:
mlennyma wrote:
The last mile rally is absent today, i can see sellers very alert meaning a retreat is looming

last mile finally here,wazungu wameamkasmile money or the box???

smile smile smile

today i spend the better part monitoring the supply and demand, and my conclusion is that,the rally may have matured and results factored in .


The rally is factored in. You can see the resistance at 11.00.
The investor's chief problem - and even his worst enemy - is likely to be himself
mlennyma
#568 Posted : Thursday, March 17, 2016 5:57:10 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
Ziko wapi pesa nane??is this guy a night runner?
"Don't let the fear of losing be greater than the excitement of winning."
whiteowl
#569 Posted : Thursday, March 17, 2016 6:06:13 PM
Rank: Veteran


Joined: 4/16/2014
Posts: 1,420
Location: Bohemian Grove
mlennyma wrote:
Ziko wapi pesa nane??is this guy a night runner?


Lets have a night vigil. They can even be released at 2am Laughing out loudly Laughing out loudly
Realtreaty
#570 Posted : Thursday, March 17, 2016 7:00:04 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,318
AndyC wrote:
Hopefully today the "pendulum" tag will be lost.Pray

I was near Ohana and Segman nd reading their rips its either 35 -40 cents a share to make it 45-50cents total dividend 2015. There could be turning of tables a bonus being factored in 1 for 20 and a dividend of 20cents (total annual dividend being 30cents and bonus 1:20).
This will rough feathers!!!
h2s
#571 Posted : Thursday, March 17, 2016 7:04:44 PM
Rank: Member


Joined: 7/20/2012
Posts: 141
whiteowl wrote:
mlennyma wrote:
Ziko wapi pesa nane??is this guy a night runner?


Lets have a night vigil. They can even be released at 2am Laughing out loudly Laughing out loudly

I bet they will be released next week on Thursday just before the long holiday to prevent it from rallying. I just hope am wrong though.
VituVingiSana
#572 Posted : Thursday, March 17, 2016 7:17:29 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,140
Location: Nairobi
Spikes wrote:
Aguytrying wrote:
mlennyma wrote:
Aguytrying wrote:
mlennyma wrote:
murchr wrote:
At 13.50/- am a seller...the technical analysis shows the highest KK can hit at this time is 14 or there about.

Can the sale of Tanzanian and Congo business trigger a profit warning for 2016 incase its captured as income?


We'll know at H1 the pace of growth. If those gains are booked As profit, won't the share just sky rocket? Coz profits year on year could be up more than 100% if the capital gain is good

i pray this one off gain is treated separately


Today feels like an examination day, you've been reading for 4 years (recovering since 2012), then today is the day the results. KK share has taught be patience in stocks, an invaluable lesson




Your patience fever ends today. Maximum price for 52 wks prints today. As from tomorrow a gradual nosedive looms large in a couple of weeks till the price finds equilibrium again at 8-8.50 kes.

That would be nothing but lovely.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
rutechura
#573 Posted : Thursday, March 17, 2016 7:39:11 PM
Rank: Hello


Joined: 1/7/2016
Posts: 8
Results are out...!!

an 85% increase in PAT

EPS at 1.37 vs 0.74 in 2014

and no Non-Current borrowings plus a 55% decrease in short term borrowings...

I will sleep well!!
Applause Applause
Realtreaty
#574 Posted : Thursday, March 17, 2016 7:44:38 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,318
rutechura wrote:
Results are out...!!

an 85% increase in PAT

EPS at 1.37 vs 0.74 in 2014

Applause Applause

Wee Mboss, you must be a witch, ama uko kwa kesha?
I prophesy a bonus 1:20 and a dividend of 20 to 30 cents.
Realtreaty
#575 Posted : Thursday, March 17, 2016 7:49:31 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,318
Announcement of Audited Group Results
Hope this will open up well.
Realtreaty
#576 Posted : Thursday, March 17, 2016 7:51:54 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,318
Not Very bad, we are still home.
DIVIDENDS
Proposed final dividend for the year 2015 Shs 0.25 and Shs 0.10
interim per share; (2014 – Shs 0.20)
smile Applause
This makes it 35Cents
murchr
#577 Posted : Thursday, March 17, 2016 7:57:19 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
murchr wrote:
mlennyma wrote:
murchr wrote:
At 13.50/- am a seller...the technical analysis shows the highest KK can hit at this time is 14 or there about.

Can the sale of Tanzanian and Congo business trigger a profit warning for 2016 incase its captured as income?


We'll know that after seeing how much they sold in 2015 then gauge.



Net sales went down

Cash generated from Operations also went down Sad
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
githundi
#578 Posted : Thursday, March 17, 2016 8:11:17 PM
Rank: Veteran


Joined: 11/19/2010
Posts: 1,308
Location: nairobi metropolitan
Depends on where you looking it from. .
There has been progress. .but considering the sale of some regional businesses contributing to P & L's other income and the low prices of oil. ..The results are under whelming.
A decrease on short term borrowing is mainly due to lower prices of oil implying less financing costs. I expected more profit as a result of reduced borrowing costs.
Democracy does not belong to the dead
githundi
#579 Posted : Thursday, March 17, 2016 8:12:25 PM
Rank: Veteran


Joined: 11/19/2010
Posts: 1,308
Location: nairobi metropolitan
Depends on where you are looking it from. .
There has been progress. .but considering the sale of some regional businesses contributing to P & L's other income and the low prices of oil. ..The results are under whelming.
A decrease on short term borrowing is mainly due to lower prices of oil implying less financing costs. I expected more profit as a result of reduced borrowing costs.
Democracy does not belong to the dead
VituVingiSana
#580 Posted : Thursday, March 17, 2016 8:16:20 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,140
Location: Nairobi
murchr wrote:
murchr wrote:
mlennyma wrote:
murchr wrote:
At 13.50/- am a seller...the technical analysis shows the highest KK can hit at this time is 14 or there about.

Can the sale of Tanzanian and Congo business trigger a profit warning for 2016 incase its captured as income?


We'll know that after seeing how much they sold in 2015 then gauge.



Net sales went down

Cash generated from Operations also went down Sad

Sigh. Kuweni Serious.

When PRICES go down the SALES will also reduce [unless the VOLUMES rise by the same margin] but lower sales is not an indicator of 'poor business' as volumes are king.

Volumes +13% but as we have seen the price reduction [net of taxes] has been much larger. "In the year 2015, the sales volume grew by 13% as compared to 2014. The sales revenue dropped by only 4% mainly due to a drop in international oil prices where the reference Murban Crude Oil dropped by 39% in 2015."

Net cash generated from operating activities is down 5%. This could be partly attributed to sale of TZ & DRC [as KK would have reduced the level of business in TZ to reduce exposure as well as not having a full 12 months of sales].
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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