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KENOL/KOBIL
Surealligator
#191 Posted : Tuesday, May 25, 2010 11:15:16 AM
Rank: User

Joined: 6/27/2008
Posts: 709
Location: Velayat-e Faryab
Gordon Gekko wrote:
@surealligator, that matter was raised at the AGM and Segman said he is the group CEO,dealing mainly in strategy.
Ohana is the MD for the Kenya operation, like each country has its own MD.


Ohana is the General Manager, not MD. For all practical purposes, Corporate Governance and Social Responsibility requires shareholders to kick out a character that thinks he is the only one who can run a company as Chairman of the board and at the same time be the CEO (MD). Conflict of interest arises as the board is supposed to hire and ensure management implements the board's strategy. Now, if you are the chairman of a board that is supposed to appoint an MD and you achieve in doing so, who would the MD be answerable to? Ati the chairman can hire and fire the MD while he is the MD himself. Nonsense. Conflict of interest is so much that it becomes a huge loss to shareholders. Enron was there, Palmarat etc and all were brought down by insider irregularities cultivated by the Chairman cum MD. Are we reinventing the wheel all over again.
Go overdrive in purchasing the goods when there's blood on the streets, expecially if the blood is your own
VituVingiSana
#192 Posted : Tuesday, May 25, 2010 11:18:41 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
Well, did someone ask or bring that up at KK?

Also, maybe it is just the next step in ensuring succession... i.e. get the MD to become Chairman then ease Ohana (or some other jamaa) into the MD position...

Since I have had a good run with KK, I am not critical of the current set up...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#193 Posted : Tuesday, May 25, 2010 11:26:18 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
@surealligator - What's with your location showing as somewhere in Afghanistan???
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mv_ufanisi
#194 Posted : Wednesday, May 26, 2010 9:11:28 AM
Rank: Member

Joined: 1/15/2010
Posts: 625
Damn foreign investor keeping this counter depressed. 90% foreign selling everyday - no way are we going up anymore. Asia Financial Crisis might be creeping up on us. We need to have a rule against hot money outflows or we will get BURNED as an economy if Europe takes a real beating and foreign investors dash for the EXITs.
cnn
#195 Posted : Wednesday, May 26, 2010 10:55:16 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
On the other hand Total gross profit in quarter 1 is 300%up.That is a marker on what to expect of KK at half year.If it goes down to around 90 i would still buy more.
VituVingiSana
#196 Posted : Wednesday, May 26, 2010 2:06:10 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
KK must have done very well as well... coz they had a loss in 1Q 2009 as well... and probably made a similar increase in profits in 1Q 2010 (it was hinted at during the AGM)
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Gordon Gekko
#197 Posted : Wednesday, May 26, 2010 2:38:47 PM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
Where are these Total numbers? If they are that good maybe they might cover their finance costs and possibly pay 1/= which I'm not expecting.
VituVingiSana
#198 Posted : Wednesday, May 26, 2010 2:49:19 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
@GG - Total is paying 1/- dividend for 2009... For 2010, they might return to 2.50... but there is the huge loan/financing they need to cover for Chevron purchase...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Horton
#199 Posted : Wednesday, May 26, 2010 7:09:07 PM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
VituVingiSana wrote:
nahdy wrote:
http://www.kenolkobil.com/home/default2.php?active_page_id=96&id=223

LOL... Now I am waiting for another arbitration award in favor of KK...



LOLApplause
Gordon Gekko
#200 Posted : Wednesday, May 26, 2010 7:46:34 PM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
@vvs I've just looked at the numbers. They have paid a very healthy chunk in finance costs, so your payback period of 6 years looks very conservative. Just take a look at the cash flow - it is real cash coming into the company, not paper profits.
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