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KenolKobil vs. EA Portland?

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kenyamoja		#1 Posted : Friday, April 23, 2010 5:15:51 AM
Rank: New-farer Joined: 3/26/2010 Posts: 10 Location: chicago, il		I've had my mind on these two for a while and I want to jump in for the medium term abt 5-7 yrs. Now, good wazurians, any insights on the more profitable of either? I'm looking at both capital gains and dividends btwn now and 2017!!!! A MAN FOREWARNED IS A MAN FOREARMED
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sparkly		#2 Posted : Friday, April 23, 2010 5:35:26 AM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		Kenoil. Portland has a history of loss making in the profitable cement sector. Management lethargy i think. Kenoil had a bad spell but is back in the black. Kenoil continues to grow in the region and with the exit of multi-nationals who knows... Life is short. Live passionately.
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guru267		#3 Posted : Friday, April 23, 2010 5:44:56 AM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		KENOL KOBIL all the way... i mean just look at their aggressive expansion strategy... if one was to look at global players stock picks they are all bullish on oil marketing firms because a global recovery will lead to boom in oil prices and who benefits most... KENOL KOBIL for every dollar rise per barrel of oil Kenol Kobil adds about 1% to their EPS and with oil projected to be 200$ plus in two years there's only one direction for the counter and that is up.... EA portland will also benefit hugely from Kenyas infrastructure boom that is going on hence will do well.. but it wont compare to Kenol Kobil's perfomance.... be warned Kenol Kobil is very highly exposed to recessions.... Mark 12:29 Deuteronomy 4:16
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Horton		#4 Posted : Friday, April 23, 2010 9:50:28 AM
Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi		Both good choices....In the past, didnt like EAPCC, but i understand, they are switching to coal from fossil fuel for their kilns and manufacturing processes and that should save them approx Kshs. 1B per year. The problems with both companies are similar ie High competition. KK also has very depressed NM, which is typical of oil marketers however, this should double due to lower finance costs & prudent management. Also I expect them to announce the KPC award any time now...which will quintuple(5 times) its earnings.....or spread across a few years and have a doubling effect on the EPS YoY.
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youcan'tstopusnow		#5 Posted : Friday, April 23, 2010 12:30:39 PM
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa		Kenyamoja, you consider 5-7 yaers medium term? To others (including me) that is LOOOOOOOOOOONG! Anyway, Kenol Kobil is way better. Their expansion into the region and beyond is commendable. Portland is facing too much competition. But given the chance I would pick Total (at 30-35 bob) over Kenol anyday. This is the time to accumulate on it before it shoots. Its acquisition of Caltex/Chevron was a good deal GOD BLESS YOUR LIFE
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VituVingiSana		#6 Posted : Friday, April 23, 2010 4:00:37 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		@KenyaMoja - Good thinking with the 'longer-term' thinking instead of the typical short-term nonsense most Kenyans have... KK looks good... great management... lakini biwott family is major owner... another moi era crook Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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2012		#7 Posted : Friday, April 23, 2010 4:13:04 PM
Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi		KK, I think you should seriously consider other counters if you're looking that far eg KQ, SCOM, KCB and KPLC. A lot of grey area in kplc but that 10B from WB and the untapped rural might blow this stock over the roof especially if the new constitution is passed. BBI will solve it :)
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sparkly		#8 Posted : Friday, April 23, 2010 7:22:45 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		youcan'tstopusnow wrote: ...I would pick Total (at 30-35 bob) over Kenol anyday. This is the time to accumulate on it before it shoots. Its acquisition of Caltex/Chevron was a good deal your name is also a loooooong one lol, but anyway the caltex acq was made through financing by the parent company Total Outmere, which was issued with preference shares. How much of the benefits accruing to the ordinary shareholders, you can only tell after factoring the pref div. My guess is that the deal was skewed to favour the pref shareholder/ parent company over the other ordinary shareholders. Life is short. Live passionately.
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kenyamoja		#9 Posted : Saturday, April 24, 2010 1:03:24 AM
Rank: New-farer Joined: 3/26/2010 Posts: 10 Location: chicago, il		@2012 I have KQ, SCOM & KPLC. I want one more from the industrials to balance my portfolio. Thanks wazurians for your tips. It seems KK beats EAPCC. However I have been wondering abt their massive expansion, I hope they do not pull an uchumi move on me. A MAN FOREWARNED IS A MAN FOREARMED
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Horton		#10 Posted : Saturday, April 24, 2010 7:33:41 AM
Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi		uchumi had negative shareholder equity due to years of accumulated losses.... KK has a NAV of 79.5 which is basically current price so ur getting a p:b of 1...so no comparison there
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