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The KenolKobil 2015 pendulum
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VituVingiSana
#1541 Posted : Monday, December 04, 2017 10:19:11 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Ericsson wrote:
Rising crude oil prices does not work to the favour of KK

No, it does not. $45 oil is far more profitable for KK than $65 oil.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mlennyma
#1542 Posted : Tuesday, December 05, 2017 11:10:50 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
VituVingiSana wrote:
Ericsson wrote:
Rising crude oil prices does not work to the favour of KK

No, it does not. $45 oil is far more profitable for KK than $65 oil.

But total share is doing well
"Don't let the fear of losing be greater than the excitement of winning."
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watesh
#1543 Posted : Tuesday, December 05, 2017 12:34:18 PM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
VituVingiSana wrote:
Ericsson wrote:
Rising crude oil prices does not work to the favour of KK

No, it does not. $45 oil is far more profitable for KK than $65 oil.

For sure since their margins are fixed and they have already cut costs everywhere else, high volume is the only way profit grows for this company in the Kenyan market. $45 oil sells more volume than $65 oil.
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mamilli
#1544 Posted : Tuesday, December 05, 2017 1:36:00 PM
Rank: Member

Joined: 10/6/2015
Posts: 249
Location: Nairobi
watesh wrote:
VituVingiSana wrote:
Ericsson wrote:
Rising crude oil prices does not work to the favour of KK

No, it does not. $45 oil is far more profitable for KK than $65 oil.

For sure since their margins are fixed and they have already cut costs everywhere else, high volume is the only way profit grows for this company in the Kenyan market. $45 oil sells more volume than $65 oil.


With reference to "fixed margins" juzi tu these very characters(KK et al)opposed the proposed scrapping of fuel price control...hii watu pana eleweka.
Never lose your position in a bull market,BTFD.
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VituVingiSana
#1545 Posted : Tuesday, December 05, 2017 9:51:57 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
mamilli wrote:
watesh wrote:
VituVingiSana wrote:
Ericsson wrote:
Rising crude oil prices does not work to the favour of KK

No, it does not. $45 oil is far more profitable for KK than $65 oil.

For sure since their margins are fixed and they have already cut costs everywhere else, high volume is the only way profit grows for this company in the Kenyan market. $45 oil sells more volume than $65 oil.

With reference to "fixed margins" juzi tu these very characters(KK et al)opposed the proposed scrapping of fuel price control...hii watu pana eleweka.

Ohana of KK is very smart. He knows oil prices were rising and if price controls were lifted the price to consumers would increase even if the OMC margins did not. The gullible public would blame “greedy” OMCs but not GoK (high taxes) or higher oil prices. By sticking with the price controls, the OMCs (like KK) don’t have to be the alleged bad guys. Let ERC try to explain why fuel prices are rising!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Spikes
#1546 Posted : Wednesday, December 13, 2017 11:37:14 AM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
HNW bugger has exited by huge volume.
Any news in this counter.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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VituVingiSana
#1547 Posted : Wednesday, December 13, 2017 12:34:33 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Spikes wrote:
HNW bugger has exited by huge volume.
Any news in this counter.

No surprise there. Chap's gone to see Lucifer. His heirs are cashing in. I hope a serious fund or strategic investor buys out the stake.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mlennyma
#1548 Posted : Monday, December 18, 2017 9:48:48 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
The pendulum has stalled,no demand
"Don't let the fear of losing be greater than the excitement of winning."
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littledove
#1549 Posted : Monday, December 18, 2017 10:17:11 AM
Rank: Veteran

Joined: 7/1/2014
Posts: 927
Location: sky
mlennyma wrote:
The pendulum has stalled,no demand

kenol kobil has a tendency of performing poorly during bull period, as the bull is organizing itself to charge kk is preparing itself to return to its comfort zone. For me its better having Arm which is on turnaround mission and buyout rumour just like kk was 2 years ago. it was a good ride from 8 bob
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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VituVingiSana
#1550 Posted : Monday, December 18, 2017 10:28:37 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
littledove wrote:
mlennyma wrote:
The pendulum has stalled,no demand

kenol kobil has a tendency of performing poorly during bull period, as the bull is organizing itself to charge kk is preparing itself to return to its comfort zone. For me its better having Arm which is on turnaround mission and buyout rumour just like kk was 2 years ago. it was a good ride from 8 bob

Hmmm, a view that's 180 degrees from Warren Buffett's take. I do not know your history of investment performance [not saying you aren't right] BUT I think I'll stick with WB's philosophy for now of buying/holding quality firms at fair prices.

FY 2017 will be a record breaking year for KK.
FY 2018 will be tougher but if Ohana sticks to his non-gambling [no naked forex or fuel hedges] ways, KK should do fine.
I wonder if KK can gain market share from independents as fuel prices rise?
Do the good guys in GoK/ERC/MoE have the balls and power to significantly reduce smuggling, tax evasion, fuel adulteration and mismanagement of ullage?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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