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KENOL/KOBIL
guru267
#251 Posted : Thursday, June 03, 2010 9:13:46 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
qw25041985 wrote:
As for vvs and tha band who tells u that mumias will hit 16.00 ??? Those gettin in now to make a quick gain must b out of their minds.


dude dont put words in @vvs's mouth... i dont remember him targeting any price for mumias...
i gave a target of 16 and even more because my target PBT for the company is 3.2billion and at 16 this will give a P/E of 11 and the sector P/E is 13.16.. and i expect no less than 60 cents dividend which is about 4.8% yield if one buys at these levels

@qw25041985 do you still think this is a god exit level???
Mark 12:29
Deuteronomy 4:16
the deal
#252 Posted : Thursday, June 03, 2010 9:38:12 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
hehehe ati new boy making waves...@qw is a technical analyst..with technical analysis you buy shares any given day...it helps eliminate confusion when exiting a counter...well i think KK has a dark past and its just this past demons coming to haunt them...believe me @VVS KK will never win any of those cases...Moi is no more in power...he is a NO man...making him an enemy of the state...i think foreign buyers have realised KK's political links...thats why they have been dumping the stock
Horton
#253 Posted : Thursday, June 03, 2010 1:55:48 PM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
http://www.kenolkobil.co...8d7a8d5893e01645474cf93

Im in this for the LT, still have tremendous faith on this counter, all they need is one arbitration stay and thats it,we're in the money!!
sparkly
#254 Posted : Thursday, June 03, 2010 3:09:08 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Horton wrote:
http://www.kenolkobil.com/home/index.php?active_page_id=&id=224&PHPSESSID=ff12157f28d7a8d5893e01645474cf93

Im in this for the LT, still have tremendous faith on this counter, all they need is one arbitration stay and thats it,we're in the money!!


@Horton i agree long term is the way to go if you didn't buy 6 Months ago @ 45/= to 60/=.
Life is short. Live passionately.
VituVingiSana
#255 Posted : Thursday, June 03, 2010 4:55:02 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
the deal wrote:
hehehe ati new boy making waves...@qw is a technical analyst..with technical analysis you buy shares any given day...it helps eliminate confusion when exiting a counter...well i think KK has a dark past and its just this past demons coming to haunt them...believe me @VVS KK will never win any of those cases...Moi is no more in power...he is a NO man...making him an enemy of the state...i think foreign buyers have realised KK's political links...thats why they have been dumping the stock


KK's has a dark past... lakini, the growth in profits has been strongest/best since 2002... these are the post-moi years...

Also KK started expanding regionally since 2002... thus the element of political 'help' has long gone...

I expect KK to gain some ground (even if they do not win) with the lawsuits...

Already KK has better relations with the new management of KPC after the old corrupt ones were chucked out!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Sober
#256 Posted : Friday, June 04, 2010 7:56:50 AM
Rank: Elder

Joined: 11/27/2007
Posts: 3,604
Someone just bought these shares at 10% higher (11.00 bob) when the market opened today.
African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
VituVingiSana
#257 Posted : Friday, June 11, 2010 8:05:39 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
Finally some good news for KenolKobil... they can get tax/VAT refunds (cashflow) within 120 days!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Gordon Gekko
#258 Posted : Friday, June 11, 2010 8:17:55 PM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
@vvs, you missed the operative word 'low risk' claims. I can't see KK falling in this bracket.
the deal
#259 Posted : Friday, June 11, 2010 8:54:10 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Like i cautioned madam guru from chasing KK @ 110...i believe i can still get this stock cheaper...@VVS ur plan backfired big time i mean KQ and KK...LOL...the magic of the split...i believe if KK losses any of those cases...i can get this at 5 bob if they win 20 bob...
VituVingiSana
#260 Posted : Saturday, June 12, 2010 8:13:05 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
@the deal - Totally... backfired on KK... LOL... I thot they would release 1Q results (like Total) and the optimism during the AGM leads me to believe the results are very good

BUT... KK will only release 1H results which means as far as 30 Sep... (3.5 months from now)

BTW, no way for 5/- coz the cases are NOT included in any of the results... KK has NOT included the arbitration award (coz under appeal) in their income but nice bonus if they win the appeal.

Also the only significant case against them is the KPRL amount (456mn) but KK has countersued for 10x as much! I think KK has good grounds to get the 456mn suit dismissed.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
238 Pages«<2425262728>»
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