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The KenolKobil 2015 pendulum
h2s
#841 Posted : Wednesday, June 22, 2016 7:59:49 AM
Rank: Member


Joined: 7/20/2012
Posts: 141
mlennyma
#842 Posted : Wednesday, June 22, 2016 10:12:48 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi

biggest supplier of jet fuel in kenya,but let obiero pay us cash we don't trust him and don't edge please ,hatutaki kupewa ndege tuuze tujilipesmile
"Don't let the fear of losing be greater than the excitement of winning."
mlennyma
#843 Posted : Wednesday, June 22, 2016 10:16:27 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
mlennyma wrote:
Realtreaty wrote:
How far with the loan? Will they pay an interim this August?

i think the chances of an interim is 98% but we need some news now for the share to stay afloat

yes the news we wanted to stay upbeat has serviced
"Don't let the fear of losing be greater than the excitement of winning."
Magnate
#844 Posted : Wednesday, June 22, 2016 11:21:21 AM
Rank: Member


Joined: 11/1/2013
Posts: 257
mlennyma wrote:
mlennyma wrote:
Realtreaty wrote:
How far with the loan? Will they pay an interim this August?

i think the chances of an interim is 98% but we need some news now for the share to stay afloat

yes the news we wanted to stay upbeat has serviced


Happy reports indeed
“We are getting more contracts and as a consequence a lot more volumes are being delivered to our service stations and also power plants.We are now the biggest supplier of jet fuel in the country.”
No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
mlennyma
#845 Posted : Wednesday, June 22, 2016 11:55:54 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
Magnate wrote:
mlennyma wrote:
mlennyma wrote:
Realtreaty wrote:
How far with the loan? Will they pay an interim this August?

i think the chances of an interim is 98% but we need some news now for the share to stay afloat

yes the news we wanted to stay upbeat has serviced


Happy reports indeed
“We are getting more contracts and as a consequence a lot more volumes are being delivered to our service stations and also power plants.We are now the biggest supplier of jet fuel in the country.”

if we can gain 3 points in three months another gain of three will reclaim us our rightful top slot
"Don't let the fear of losing be greater than the excitement of winning."
Aguytrying
#846 Posted : Wednesday, June 22, 2016 1:24:57 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
Magnate wrote:
mlennyma wrote:
mlennyma wrote:
Realtreaty wrote:
How far with the loan? Will they pay an interim this August?

i think the chances of an interim is 98% but we need some news now for the share to stay afloat

yes the news we wanted to stay upbeat has serviced


Happy reports indeed
“We are getting more contracts and as a consequence a lot more volumes are being delivered to our service stations and also power plants.We are now the biggest supplier of jet fuel in the country.”

if we can gain 3 points in three months another gain of three will reclaim us our rightful top slot


And these are only Kenya operations....
The investor's chief problem - and even his worst enemy - is likely to be himself
VituVingiSana
#847 Posted : Thursday, June 23, 2016 4:17:33 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,141
Location: Nairobi
*Please fill up at KK. KQ to pay cash. Thank you. Come Again.*

Dividend is in the house. More than I can say for another firm...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#848 Posted : Thursday, June 23, 2016 5:38:10 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,141
Location: Nairobi
mlennyma wrote:

biggest supplier of jet fuel in kenya,but let obiero pay us cash we don't trust him and don't edge please ,hatutaki kupewa ndege tuuze tujilipesmile

Ohana, during the 'after AGM' discussion, said he will not sell Jet Fuel to KQ unless it is pre-paid OR using a Bank Guarantee. I for one am happy with zero fuel sales to KQ on credit. Let KQ supply BA, Qatar, Etihad and even KLM who pay on time and aren't looking at bankruptcy!

1H 2016 is looking very good Applause Applause Applause
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Aguytrying
#849 Posted : Thursday, June 23, 2016 12:31:26 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
mlennyma wrote:

biggest supplier of jet fuel in kenya,but let obiero pay us cash we don't trust him and don't edge please ,hatutaki kupewa ndege tuuze tujilipesmile

Ohana, during the 'after AGM' discussion, said he will not sell Jet Fuel to KQ unless it is pre-paid OR using a Bank Guarantee. I for one am happy with zero fuel sales to KQ on credit. Let KQ supply BA, Qatar, Etihad and even KLM who pay on time and aren't looking at bankruptcy!

1H 2016 is looking very good Applause Applause Applause


I found the dividend yeild small. I do not like interim dividend and if present should be like 10-20% of the total dividend like bamburi and eabl.

Im getting greedy if the market gives further discounts to kk i might add.
The investor's chief problem - and even his worst enemy - is likely to be himself
mlennyma
#850 Posted : Monday, June 27, 2016 10:06:18 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
Value stocks have remained in the positive territory but for how long as the index approaches 3600,i still maintain the index can crush to 3000 and escape unhurt or with minor scars depending on what you hold.
"Don't let the fear of losing be greater than the excitement of winning."
hisah
#851 Posted : Tuesday, June 28, 2016 6:43:35 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
mlennyma wrote:
Value stocks have remained in the positive territory but for how long as the index approaches 3600,i still maintain the index can crush to 3000 and escape unhurt or with minor scars depending on what you hold.

True. The market can slide hard and a counter survives that storm. If a value counter gets hammered as the market gets irrational, those fat discounts are very welcome smile
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
VituVingiSana
#852 Posted : Tuesday, June 28, 2016 7:11:47 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,141
Location: Nairobi
hisah wrote:
mlennyma wrote:
Value stocks have remained in the positive territory but for how long as the index approaches 3600,i still maintain the index can crush to 3000 and escape unhurt or with minor scars depending on what you hold.

True. The market can slide hard and a counter survives that storm. If a value counter gets hammered as the market gets irrational, those fat discounts are very welcome smile


Long ago, Ben Graham taught me that “Price is what you pay; value is what you get.” Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. - Warren Buffett
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
DBLyon
#853 Posted : Tuesday, June 28, 2016 11:58:19 AM
Rank: Member


Joined: 5/28/2014
Posts: 149
Location: Nairobi
hisah wrote:
mlennyma wrote:
Value stocks have remained in the positive territory but for how long as the index approaches 3600,i still maintain the index can crush to 3000 and escape unhurt or with minor scars depending on what you hold.

True. The market can slide hard and a counter survives that storm. If a value counter gets hammered as the market gets irrational, those fat discounts are very welcome smile


Which are the stocks that you consider value stocks at the moment?
When you live for others' opinions, you are dead.

- Carlos Slim Helu
mlennyma
#854 Posted : Tuesday, June 28, 2016 12:23:16 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
DBLyon wrote:
hisah wrote:
mlennyma wrote:
Value stocks have remained in the positive territory but for how long as the index approaches 3600,i still maintain the index can crush to 3000 and escape unhurt or with minor scars depending on what you hold.

True. The market can slide hard and a counter survives that storm. If a value counter gets hammered as the market gets irrational, those fat discounts are very welcome smile


Which are the stocks that you consider value stocks at the moment?

value stocks for now are the ones on a growth path in their areas,through diversification, innovation, prudent cost management, capturing market share by opening new sales points, winning new tenders and above all well discounted safcom is not discounted though but its a value gem,i should not mention research and know which companies are this
"Don't let the fear of losing be greater than the excitement of winning."
mlennyma
#855 Posted : Wednesday, June 29, 2016 10:09:52 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
http://zipo.co.ke/5382/l...elling-adulterated-fuel/
"Don't let the fear of losing be greater than the excitement of winning."
VituVingiSana
#856 Posted : Wednesday, June 29, 2016 10:46:32 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,141
Location: Nairobi
mlennyma wrote:
http://zipo.co.ke/5382/list-36-petrol-stations-blacklisted-erc-selling-adulterated-fuel/

A pity that despite all effort, some unscrupulous dealers will sell untaxed or adulterated fuel.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mlennyma
#857 Posted : Wednesday, June 29, 2016 11:08:08 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
VituVingiSana wrote:
mlennyma wrote:
http://zipo.co.ke/5382/list-36-petrol-stations-blacklisted-erc-selling-adulterated-fuel/

A pity that despite all effort, some unscrupulous dealers will sell untaxed or adulterated fuel.

the two dealers should be struck off
"Don't let the fear of losing be greater than the excitement of winning."
DBLyon
#858 Posted : Wednesday, June 29, 2016 3:59:27 PM
Rank: Member


Joined: 5/28/2014
Posts: 149
Location: Nairobi
mlennyma wrote:
DBLyon wrote:
hisah wrote:
mlennyma wrote:
Value stocks have remained in the positive territory but for how long as the index approaches 3600,i still maintain the index can crush to 3000 and escape unhurt or with minor scars depending on what you hold.

True. The market can slide hard and a counter survives that storm. If a value counter gets hammered as the market gets irrational, those fat discounts are very welcome smile


Which are the stocks that you consider value stocks at the moment?

value stocks for now are the ones on a growth path in their areas,through diversification, innovation, prudent cost management, capturing market share by opening new sales points, winning new tenders and above all well discounted safcom is not discounted though but its a value gem,i should not mention research and know which companies are this


@mlennyma I'll rephrase...which particular stocks on the NSE are value stocks in your estimation?
When you live for others' opinions, you are dead.

- Carlos Slim Helu
mlennyma
#859 Posted : Wednesday, June 29, 2016 4:43:51 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
DBLyon wrote:
mlennyma wrote:
DBLyon wrote:
hisah wrote:
mlennyma wrote:
Value stocks have remained in the positive territory but for how long as the index approaches 3600,i still maintain the index can crush to 3000 and escape unhurt or with minor scars depending on what you hold.

True. The market can slide hard and a counter survives that storm. If a value counter gets hammered as the market gets irrational, those fat discounts are very welcome smile


Which are the stocks that you consider value stocks at the moment?

value stocks for now are the ones on a growth path in their areas,through diversification, innovation, prudent cost management, capturing market share by opening new sales points, winning new tenders and above all well discounted safcom is not discounted though but its a value gem,i should not mention research and know which company's are this


@mlennyma I'll rephrase...which particular stocks on the NSE are value stocks in your estimation?

your signature doesn't allow me to answer smile
"Don't let the fear of losing be greater than the excitement of winning."
Realtreaty
#860 Posted : Friday, July 01, 2016 1:01:31 AM
Rank: Elder


Joined: 8/16/2011
Posts: 2,320
Next direction to be guided by HY2016 results. I can see some positive signs
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