Aguytrying wrote:obiero wrote:@aguy and @vvs are the same person.. think about it, they hate KQ and both love KNRE & KK.. Coincidence? Not.. FYI, KQ shall be back in black, its only a matter of time. KQ shall never die
I do not love KNRE, but on most other stocks me and the guru see eye to eye.
I can hardly wait for the surprise of people here when kk comes to life, people asking whether they should buy, I'll just be laughing

@Obiero needs to take a chill pill.
@Aguy - KenRe is my only 'Kenya' [aka GoK controlled] holding and I am in it coz of the management [I like the CEO. I think he is the real deal] and Warren Buffett. If KenRe went 'private' [delisted] I would still hold it as long as I felt comfy with the management.
KK - It had an awful 2012. Since then it has built up heft. I try in my own way to keep tabs on its performance [stations, etc] but if the NSE closed for 10 years, I think KK will do just a-OK. Caveat: That doesn't mean I will be blind to any changes in circumstances.
With oil prices headed to $40-ish this means (1) KK needs reduced amount of financing for the same volumes. (2) Lower prices encourages increased consumption. (3) Operating profit Margins are even better! (4) KK has a JV with DTB for their K-Card to focus on sales instead of K-Card manenos!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett