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The KenolKobil 2015 pendulum
mkate_nusu
#791 Posted : Tuesday, May 31, 2016 12:01:51 PM
Rank: Member

Joined: 5/30/2016
Posts: 332
Location: Kayole
The big boys are back. Huge trades taking place
KEGN, KPLC, KQ, SCOM
mlennyma
#792 Posted : Tuesday, May 31, 2016 12:32:42 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
mkate_nusu wrote:
The big boys are back. Huge trades taking place

well calculated not to make any price change
"Don't let the fear of losing be greater than the excitement of winning."
Aguytrying
#793 Posted : Tuesday, May 31, 2016 5:25:44 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
mkate_nusu wrote:
The big boys are back. Huge trades taking place

well calculated not to make any price change


It will be sad when this company is sold. But the prospects of getting that windfall during a bear market is mouth watering
The investor's chief problem - and even his worst enemy - is likely to be himself
VituVingiSana
#794 Posted : Tuesday, May 31, 2016 5:28:49 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Aguytrying wrote:
mlennyma wrote:
mkate_nusu wrote:
The big boys are back. Huge trades taking place

well calculated not to make any price change


It will be sad when this company is sold. But the prospects of getting that windfall during a bear market is mouth watering

Applause Applause Applause [Though I think it will happen in 2018 coz the election is a damp squib after PEV2008 and buyers would rather wait to see if we will destroy our country first]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Aguytrying
#795 Posted : Tuesday, May 31, 2016 8:12:15 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
Aguytrying wrote:
mlennyma wrote:
mkate_nusu wrote:
The big boys are back. Huge trades taking place

well calculated not to make any price change


It will be sad when this company is sold. But the prospects of getting that windfall during a bear market is mouth watering

Applause Applause Applause [Though I think it will happen in 2018 coz the election is a damp squib after PEV2008 and buyers would rather wait to see if we will destroy our country first]


In that case she will go for a premium. If KK is churning an eps of 2.00 now. The valuation should have caught up with the performance and intrinsic value then.
The investor's chief problem - and even his worst enemy - is likely to be himself
VituVingiSana
#796 Posted : Tuesday, May 31, 2016 8:55:25 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Aguytrying wrote:
VituVingiSana wrote:
Aguytrying wrote:
mlennyma wrote:
mkate_nusu wrote:
The big boys are back. Huge trades taking place

well calculated not to make any price change


It will be sad when this company is sold. But the prospects of getting that windfall during a bear market is mouth watering

Applause Applause Applause [Though I think it will happen in 2018 coz the election is a damp squib after PEV2008 and buyers would rather wait to see if we will destroy our country first]


In that case she will go for a premium. If KK is churning an eps of 2.00 now. The valuation should have caught up with the performance and intrinsic value then.


I don't want to make the error I made earlier but 20+ sounds plausible in 2018 as profitability increases. I have estimated 2/- for FY 2016 ceteris paribus.

*BTW, with oil at $50, I don't think Ohana's prediction of zero debt will happen by June 2016. With OTS cargoes and $50 oil the debt may be reduced but not eliminated even at Dec 2016.*
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Aguytrying
#797 Posted : Tuesday, May 31, 2016 9:48:07 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
Aguytrying wrote:
VituVingiSana wrote:
Aguytrying wrote:
mlennyma wrote:
mkate_nusu wrote:
The big boys are back. Huge trades taking place

well calculated not to make any price change


It will be sad when this company is sold. But the prospects of getting that windfall during a bear market is mouth watering

Applause Applause Applause [Though I think it will happen in 2018 coz the election is a damp squib after PEV2008 and buyers would rather wait to see if we will destroy our country first]


In that case she will go for a premium. If KK is churning an eps of 2.00 now. The valuation should have caught up with the performance and intrinsic value then.


I don't want to make the error I made earlier but 20+ sounds plausible in 2018 as profitability increases. I have estimated 2/- for FY 2016 ceteris paribus.

*BTW, with oil at $50, I don't think Ohana's prediction of zero debt will happen by June 2016. With OTS cargoes and $50 oil the debt may be reduced but not eliminated even at Dec 2016.*



As long as he's at the helm I sleep easy
The investor's chief problem - and even his worst enemy - is likely to be himself
VituVingiSana
#798 Posted : Wednesday, June 01, 2016 4:20:17 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Aguytrying wrote:
VituVingiSana wrote:
Aguytrying wrote:
VituVingiSana wrote:
Aguytrying wrote:
mlennyma wrote:
mkate_nusu wrote:
The big boys are back. Huge trades taking place

well calculated not to make any price change


It will be sad when this company is sold. But the prospects of getting that windfall during a bear market is mouth watering

Applause Applause Applause [Though I think it will happen in 2018 coz the election is a damp squib after PEV2008 and buyers would rather wait to see if we will destroy our country first]


In that case she will go for a premium. If KK is churning an eps of 2.00 now. The valuation should have caught up with the performance and intrinsic value then.


I don't want to make the error I made earlier but 20+ sounds plausible in 2018 as profitability increases. I have estimated 2/- for FY 2016 ceteris paribus.

*BTW, with oil at $50, I don't think Ohana's prediction of zero debt will happen by June 2016. With OTS cargoes and $50 oil the debt may be reduced but not eliminated even at Dec 2016.*



As long as he's at the helm I sleep easy

ex-IDF = Israel Defense Forces Applause Applause Applause
Google Iron Dome.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
whiteowl
#799 Posted : Wednesday, June 01, 2016 9:56:26 PM
Rank: Veteran

Joined: 4/16/2014
Posts: 1,420
Location: Bohemian Grove
Waiting for 8 bob to load up some more might turn out to be a pipe dream.
mlennyma
#800 Posted : Wednesday, June 01, 2016 10:03:41 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
whiteowl wrote:
Waiting for 8 bob to load up some more might turn out to be a pipe dream.

The most threatening factor is political violence going forward
"Don't let the fear of losing be greater than the excitement of winning."
161 Pages«<7879808182>»
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