wazua Tue, Apr 7, 2026
Welcome Guest Search | Active Topics | Log In

238 Pages«<1516171819>»
KENOL/KOBIL
Options
Previous Topic · Next Topic
VituVingiSana
#161 Posted : Friday, May 21, 2010 10:21:10 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
@GG - Interesting lakini what I wonder is... What value does Terry Davidson bring that they want to keep him on board?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
VituVingiSana
#162 Posted : Friday, May 21, 2010 10:42:08 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
Kenol is climbing slowly... lakini I wish we had 1Q 2010 results but from the Minutes, there are good things to come!

I hope CMA is not dragging its feet on the approval of the Split... Kwani, they knew about it for weeks! And KK probably sent it to them on 20th...

Why does CMA get involved in splits or bonuses??? KK is not raising cash!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
mv_ufanisi
#163 Posted : Friday, May 21, 2010 10:58:35 AM
Rank: Member

Joined: 1/15/2010
Posts: 625
VituVingiSana wrote:
Kenol is climbing slowly... lakini I wish we had 1Q 2010 results but from the Minutes, there are good things to come!

I hope CMA is not dragging its feet on the approval of the Split... Kwani, they knew about it for weeks! And KK probably sent it to them on 20th...

Why does CMA get involved in splits or bonuses??? KK is not raising cash!


The reason that this baby has been climbing slowly is that some foreign investor has been selling. If this investor wasn't selling we would be much higher than we are now.

Anyways, I expect great results from this year! I'm looking to stay here until the next dividend - I think it will be quite good, unless some irresistible opportunity arises somewhere.
Back to top
  |
VituVingiSana
#164 Posted : Friday, May 21, 2010 11:53:03 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
@MV - True dat! Lakini, I see good tidings here especially as oil prices seem to have dropped so cheaper to import oil/fuel...

The lower the price of oil/fuel, the better for KK coz they can:

1) Sell more volume
2) Cheaper transport costs
3) Better margins
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
VituVingiSana
#165 Posted : Friday, May 21, 2010 12:18:18 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
What I cant figure out is whether KK is trading ex-div today...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
Gordon Gekko
#166 Posted : Friday, May 21, 2010 12:26:07 PM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
@mv_ufanisi, now that you've mentioned it, Segman said that their dividend policy is 35% but if he has it his way he would pay no dividend at all. They are looking at Mozambique, Malawi, Botswana and he will need cash for that.
Back to top
  |
mv_ufanisi
#167 Posted : Friday, May 21, 2010 1:01:32 PM
Rank: Member

Joined: 1/15/2010
Posts: 625
Gordon Gekko wrote:
@mv_ufanisi, now that you've mentioned it, Segman said that their dividend policy is 35% but if he has it his way he would pay no dividend at all. They are looking at Mozambique, Malawi, Botswana and he will need cash for that.



Given that H1 results will be spectacular especially given the poor performance last year - I expect a profit report that will make an impact. That could be the fuel needed to send this baby to 13 or more.

Let's see how the share trades from now to June 1st when the register closes for the split to take effect.
Back to top
  |
VituVingiSana
#168 Posted : Friday, May 21, 2010 1:14:10 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
mv_ufanisi wrote:
Gordon Gekko wrote:
@mv_ufanisi, now that you've mentioned it, Segman said that their dividend policy is 35% but if he has it his way he would pay no dividend at all. They are looking at Mozambique, Malawi, Botswana and he will need cash for that.



Given that H1 results will be spectacular especially given the poor performance last year - I expect a profit report that will make an impact. That could be the fuel needed to send this baby to 13 or more.

Let's see how the share trades from now to June 1st when the register closes for the split to take effect.

Warren Buffett (Berkshire Hathaway) does not pay dividends coz he has places to invest... I think I wud be OK with no divs from KK as long as the returns are good from the price appreciation!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
mv_ufanisi
#169 Posted : Friday, May 21, 2010 1:21:13 PM
Rank: Member

Joined: 1/15/2010
Posts: 625
VituVingiSana wrote:
mv_ufanisi wrote:
Gordon Gekko wrote:
@mv_ufanisi, now that you've mentioned it, Segman said that their dividend policy is 35% but if he has it his way he would pay no dividend at all. They are looking at Mozambique, Malawi, Botswana and he will need cash for that.



Given that H1 results will be spectacular especially given the poor performance last year - I expect a profit report that will make an impact. That could be the fuel needed to send this baby to 13 or more.

Let's see how the share trades from now to June 1st when the register closes for the split to take effect.

Warren Buffett (Berkshire Hathaway) does not pay dividends coz he has places to invest... I think I wud be OK with no divs from KK as long as the returns are good from the price appreciation!


I agree. Problem with dividends is that you lose 5% when u get them. If the company can do better with the money that you could yourself, it's worth saving yourself the trouble and let them invest. Coming to think of it - people should have an option on whether to receive dividends or reinvest them in the company without losing the 5%.
Back to top
  |
Kesh!
#170 Posted : Monday, May 24, 2010 7:24:22 AM
Rank: Member

Joined: 10/16/2008
Posts: 47
Forgive me all for going a bit off topic. In one of the threads hia i saw many of you guys talk of a 'prompt board'. whats that and how can it help me and which investment bank offers the service?
Back to top
  |
238 Pages«<1516171819>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.