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KenolKobil HY 2016 ebitda +5.9%, net profit +29.5%
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Aguytrying
#111 Posted : Tuesday, August 23, 2016 9:46:12 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
gatoho wrote:
Spikes wrote:
Aguytrying wrote:
VituVingiSana wrote:
@Ebenyo

Look at the 1H 2016 Balance Sheet again. Forget the history. Look to the future. The Shareholder Funds are healthy and growing. The KES 400mn provision for the claim vs KPRL shows that KK/Ohana is confident about the future.

Dividend: No, KK should pay down debt first OR expand profitably OR enter new lines of business that are potentially profitable. If you want a consistent & reliable source of "school fees" then buy bonds. Or perhaps mature firms like BAT or SCBK.

BTW, today I filled up at a very busy KK station. There was a 2/- discount on fuel + 2/- K-Card discount = 4/- discount. I am sure the station is also making money. So what margin is KK enjoying that it can "give away" 4/- at that station?


My kk is up 25% in this bear market, im sure guys find our loyalty to kk bordering on insanity, this performance is vindication. I am pleasantly surprised. Should it drop to 9.xy I will not hesitate to increase my holding. The only regret when a good share rallies is, you wish you bought more.




Sell now eat 25% gain enter low at 8/- where I am patiently waiting. You'll be shocked to see me enter low at the same price you joined two years ago. Considering time value of money I'll be richer than you combined in the maximum bull run.


It's not a contest young man


ha ha. Spikes still dreaming of 8.00, soon it will be double that ie 16.00. Price doesn't bother me much. Even if it goes to 8.00, ill buy more shares. selling expecting lower prices is speculative and thats not my business
The investor's chief problem - and even his worst enemy - is likely to be himself
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VituVingiSana
#112 Posted : Tuesday, August 23, 2016 12:02:13 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Aguytrying wrote:
gatoho wrote:
Spikes wrote:
Aguytrying wrote:
VituVingiSana wrote:
@Ebenyo

Look at the 1H 2016 Balance Sheet again. Forget the history. Look to the future. The Shareholder Funds are healthy and growing. The KES 400mn provision for the claim vs KPRL shows that KK/Ohana is confident about the future.

Dividend: No, KK should pay down debt first OR expand profitably OR enter new lines of business that are potentially profitable. If you want a consistent & reliable source of "school fees" then buy bonds. Or perhaps mature firms like BAT or SCBK.

BTW, today I filled up at a very busy KK station. There was a 2/- discount on fuel + 2/- K-Card discount = 4/- discount. I am sure the station is also making money. So what margin is KK enjoying that it can "give away" 4/- at that station?


My kk is up 25% in this bear market, im sure guys find our loyalty to kk bordering on insanity, this performance is vindication. I am pleasantly surprised. Should it drop to 9.xy I will not hesitate to increase my holding. The only regret when a good share rallies is, you wish you bought more.




Sell now eat 25% gain enter low at 8/- where I am patiently waiting. You'll be shocked to see me enter low at the same price you joined two years ago. Considering time value of money I'll be richer than you combined in the maximum bull run.


It's not a contest young man


ha ha. Spikes still dreaming of 8.00, soon it will be double that ie 16.00. Price doesn't bother me much. Even if it goes to 8.00, ill buy more shares. selling expecting lower prices is speculative and thats not my business


If not for the "KPRL" write-off [which I believe is a prudent move by Ohana] of 400mn, KK would be looking at an EPS of 2/- for FY 2016. I see they have been (slowly) improving their stations. And then there's the 2/- discount on the K-card. Plus additional discounts at some stations. I think these push volumes [not Segman style] to enable KK become more competitive in bidding for OTS cargoes.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mlennyma
#113 Posted : Thursday, August 25, 2016 3:08:28 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Kenol hits 12 in the eve of the interim dividend books closure on 26th,i cant rule out kenol stock becoming a beneficiary of some money which was made to buy bank stocks
"Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana
#114 Posted : Thursday, August 25, 2016 3:20:02 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
mlennyma wrote:
Kenol hits 12 in the eve of the interim dividend books closure on 26th,i cant rule out kenol stock becoming a beneficiary of some money which was made to buy bank stocks

Plus KK benefits from lower interest rates.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mlennyma
#115 Posted : Thursday, August 25, 2016 3:23:19 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
VituVingiSana wrote:
mlennyma wrote:
Kenol hits 12 in the eve of the interim dividend books closure on 26th,i cant rule out kenol stock becoming a beneficiary of some money which was made to buy bank stocks

Plus KK benefits from lower interest rates.

for the first time in many years i saw 1m live bids
"Don't let the fear of losing be greater than the excitement of winning."
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watesh
#116 Posted : Thursday, August 25, 2016 5:15:45 PM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
mlennyma wrote:
Kenol hits 12 in the eve of the interim dividend books closure on 26th,i cant rule out kenol stock becoming a beneficiary of some money which was made to buy bank stocks

Eg me going forward till banks stabilize am redirecting my capital to KK
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Spikes
#117 Posted : Thursday, August 25, 2016 5:34:50 PM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
mlennyma wrote:
Kenol hits 12 in the eve of the interim dividend books closure on 26th,i cant rule out kenol stock becoming a beneficiary of some money which was made to buy bank stocks



Hitting 12/- with a bid of 100 shares doesn't mean demand is overwhelming. It is just a mere buy performed by KK enthusiast. Na huenda ni wewe ama some Wazuans most likely.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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mlennyma
#118 Posted : Thursday, August 25, 2016 5:49:48 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Spikes wrote:
mlennyma wrote:
Kenol hits 12 in the eve of the interim dividend books closure on 26th,i cant rule out kenol stock becoming a beneficiary of some money which was made to buy bank stocks



Hitting 12/- with a bid of 100 shares doesn't mean demand is overwhelming. It is just a mere buy performed by KK enthusiast. Na huenda ni wewe ama some Wazuans most likely.

@spikes if it were not you i would have responded with an explanation
"Don't let the fear of losing be greater than the excitement of winning."
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Aguytrying
#119 Posted : Thursday, August 25, 2016 8:43:13 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
mlennyma wrote:
Kenol hits 12 in the eve of the interim dividend books closure on 26th,i cant rule out kenol stock becoming a beneficiary of some money which was made to buy bank stocks

Plus KK benefits from lower interest rates.


Kk is so unlucky it's ready to rally when the market is going opposite direction just like 2011
The investor's chief problem - and even his worst enemy - is likely to be himself
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VituVingiSana
#120 Posted : Thursday, August 25, 2016 10:43:48 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Aguytrying wrote:
VituVingiSana wrote:
mlennyma wrote:
Kenol hits 12 in the eve of the interim dividend books closure on 26th,i cant rule out kenol stock becoming a beneficiary of some money which was made to buy bank stocks

Plus KK benefits from lower interest rates.


Kk is so unlucky it's ready to rally when the market is going opposite direction just like 2011

KK will be fine. The profits are a-coming.
Cheaper loans = lower financing costs
Cheaper loans = more cars will be purchased
More cars = more fuel needed
Applause Applause Applause
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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