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KenolKobil 2018 and beyond
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VituVingiSana
#11 Posted : Tuesday, March 06, 2018 7:52:22 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Aguytrying wrote:
Kk is doing well. I only wish they could attract customers like total and shell do, I find their stations except a few unattractive. However financial performance, management is top notch.
Remember we are back to takeover price range. With Ohana at the helm were in safe hands

As a KK shareholder and customer... I admit, KK have the UGLIEST stations out of the Big 3. d'oh! d'oh! d'oh!
Total and Shell have stations that are bright, attractive, warm...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#12 Posted : Tuesday, March 06, 2018 7:54:16 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Ebenyo wrote:
Realtreaty wrote:
How does KK fair in Bitumen supply in construction industry? How much revenue emanates from this type of business given the govt want to buy locally as we as well know KK is majority locally owned.

Far more how is the gas industry in this company with K-gas growing too fast. What can they do to endear Kenyans buy gas from them. I remember Total went far to other company staff cooperatives to encourage them buy on Coop loan.

Again i feel KK should as well think of a Bonus this time 1/10.




No need for bonus as that will dilute the company value.
The current NAV is ksh 7.40 per share against the current price of 16.
If you create more shares further in the name of bonus,that will be lowering the value further.

KK values land/properties on a historical basis so some of the properties they own may be worth a lot more...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ebenyo
#13 Posted : Tuesday, March 06, 2018 12:08:33 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
VituVingiSana wrote:
Ebenyo wrote:
Realtreaty wrote:
How does KK fair in Bitumen supply in construction industry? How much revenue emanates from this type of business given the govt want to buy locally as we as well know KK is majority locally owned.

Far more how is the gas industry in this company with K-gas growing too fast. What can they do to endear Kenyans buy gas from them. I remember Total went far to other company staff cooperatives to encourage them buy on Coop loan.

Again i feel KK should as well think of a Bonus this time 1/10.




No need for bonus as that will dilute the company value.
The current NAV is ksh 7.40 per share against the current price of 16.
If you create more shares further in the name of bonus,that will be lowering the value further.

KK values land/properties on a historical basis so some of the properties they own may be worth a lot more...



There is need for those information to be reflected in financial reports.Shareholders are not investing based on assumption.They invest on actual facts.
Towards the goal of financial freedom
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Ericsson
#14 Posted : Tuesday, March 06, 2018 12:09:50 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Ebenyo wrote:
VituVingiSana wrote:
Ebenyo wrote:
Realtreaty wrote:
How does KK fair in Bitumen supply in construction industry? How much revenue emanates from this type of business given the govt want to buy locally as we as well know KK is majority locally owned.

Far more how is the gas industry in this company with K-gas growing too fast. What can they do to endear Kenyans buy gas from them. I remember Total went far to other company staff cooperatives to encourage them buy on Coop loan.

Again i feel KK should as well think of a Bonus this time 1/10.




No need for bonus as that will dilute the company value.
The current NAV is ksh 7.40 per share against the current price of 16.
If you create more shares further in the name of bonus,that will be lowering the value further.

KK values land/properties on a historical basis so some of the properties they own may be worth a lot more...



There is need for those information to be reflected in financial reports.Shareholders are not investing based on assumption.They invest on actual facts.


Read the annual report
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#15 Posted : Wednesday, March 07, 2018 12:46:23 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Ebenyo wrote:
VituVingiSana wrote:
Ebenyo wrote:
Realtreaty wrote:
How does KK fair in Bitumen supply in construction industry? How much revenue emanates from this type of business given the govt want to buy locally as we as well know KK is majority locally owned.

Far more how is the gas industry in this company with K-gas growing too fast. What can they do to endear Kenyans buy gas from them. I remember Total went far to other company staff cooperatives to encourage them buy on Coop loan.

Again i feel KK should as well think of a Bonus this time 1/10.




No need for bonus as that will dilute the company value.
The current NAV is ksh 7.40 per share against the current price of 16.
If you create more shares further in the name of bonus,that will be lowering the value further.

KK values land/properties on a historical basis so some of the properties they own may be worth a lot more...


There is need for those information to be reflected in financial reports.Shareholders are not investing based on assumption.They invest on actual facts.
It's in the annual report. They have a choice about which options they would like re: valuation of assets.
Unga has "historical" valuation of their Prepaid Operating Leasehold (27mn) but also show the revaluation as of 2013 of 878mn.
Likewise, KK could do the same but they need not.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mlennyma
#16 Posted : Thursday, March 08, 2018 2:15:55 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
This share has behaved like there is some leaked information to the big guys as we head to the results. ..I will be surprised if there isn't.
"Don't let the fear of losing be greater than the excitement of winning."
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watesh
#17 Posted : Thursday, March 08, 2018 2:26:27 PM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
mlennyma wrote:
This share has behaved like there is some leaked information to the big guys as we head to the results. ..I will be surprised if there isn't.

My bet is the dividend will be huge after the government allowed them to do some cost recovery last year
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VituVingiSana
#18 Posted : Thursday, March 08, 2018 5:20:03 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
watesh wrote:
mlennyma wrote:
This share has behaved like there is some leaked information to the big guys as we head to the results. ..I will be surprised if there isn't.

My bet is the dividend will be huge after the government allowed them to do some cost recovery last year

Cost recovery for?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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watesh
#19 Posted : Thursday, March 08, 2018 7:21:50 PM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
VituVingiSana wrote:
watesh wrote:
mlennyma wrote:
This share has behaved like there is some leaked information to the big guys as we head to the results. ..I will be surprised if there isn't.

My bet is the dividend will be huge after the government allowed them to do some cost recovery last year

Cost recovery for?

This --> https://www.standardmedi...el-over-next-six-months
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peep
#20 Posted : Friday, March 09, 2018 12:20:19 AM
Rank: Member

Joined: 3/30/2009
Posts: 56
Ebenyo wrote:
Realtreaty wrote:
How does KK fair in Bitumen supply in construction industry? How much revenue emanates from this type of business given the govt want to buy locally as we as well know KK is majority locally owned.

Far more how is the gas industry in this company with K-gas growing too fast. What can they do to endear Kenyans buy gas from them. I remember Total went far to other company staff cooperatives to encourage them buy on Coop loan.

Again i feel KK should as well think of a Bonus this time 1/10.




No need for bonus as that will dilute the company value.
The current NAV is ksh 7.40 per share against the current price of 16.
If you create more shares further in the name of bonus,that will be lowering the value further.

A bonus can't lower the value of a stock. Its a transfer of money from retained earnings to issued stock, both owned by the same person. Like moving cash from the left pocket to the right one.
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