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KenolKobil & Total-Kenya Valuation and Recommendation
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Boris Boyka
#121 Posted : Tuesday, November 19, 2013 10:49:44 PM
Rank: Veteran

Joined: 11/15/2013
Posts: 1,977
Location: Here
how are you wazuans? do you see kk get to 15 end yr 2014?
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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murchr
#122 Posted : Tuesday, November 19, 2013 11:44:22 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Boris Boyka wrote:
how are you wazuans? do you see kk get to 15 end yr 2014?


There's a questionaire for wazua newbies to fill...and clearly you havent done that. Its got to do with sockets and plugs...
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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Boris Boyka
#123 Posted : Wednesday, November 20, 2013 7:39:40 AM
Rank: Veteran

Joined: 11/15/2013
Posts: 1,977
Location: Here
@murchr apologies. so how do i go about it?
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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subaru
#124 Posted : Wednesday, November 20, 2013 9:47:33 AM
Rank: Member

Joined: 3/15/2010
Posts: 391
Location: nairobie
@ boris last year 2012 month of august kk was 16 bob tafakari hayo
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target1360
#125 Posted : Friday, June 06, 2014 1:12:21 PM
Rank: Member

Joined: 5/14/2014
Posts: 289
Location: nairobi
Total kenya is the most undervalued stock at the NSE.Soon youl understand!
I find satisfaction in owning great business,not trading them
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Mucene
#126 Posted : Friday, June 06, 2014 8:05:34 PM
Rank: Member

Joined: 8/4/2012
Posts: 155
Location: Kenya
target1360 wrote:
Total kenya is the most undervalued stock at the NSE.Soon youl understand!


based on FY 2013 results
TOTAL---KK
p/b--0.44---2
PE--12.5---23.7
Div yield-2.3%---1.1%

Clearly total beats KK but what are the terms of the Sh. 5.2b preference shares issued by total to total group and the outlook for both companies in FY14?
If you don't want to go to plan B have a good plan A.
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  | | Edit by user: Friday, June 06, 2014 8:08 PM | Reason: Not specified
target1360
#127 Posted : Friday, June 06, 2014 10:33:57 PM
Rank: Member

Joined: 5/14/2014
Posts: 289
Location: nairobi
Mucene wrote:
target1360 wrote:
Total kenya is the most undervalued stock at the NSE.Soon youl understand!


based on FY 2013 results
TOTAL---KK
p/b--0.44---2
PE--12.5---23.7
Div yield-2.3%---1.1%

Clearly total beats KK but what are the terms of the Sh. 5.2b preference shares issued by total to total group and the outlook for both companies in FY14?


check out the cashflow statement.the company generates more than that 5.2 b in cashflow in a year.i could be wrong but this company is worth deeper analysis
I find satisfaction in owning great business,not trading them
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guru267
#128 Posted : Saturday, June 07, 2014 9:33:12 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
target1360 wrote:
Total kenya is the most undervalued stock at the NSE.Soon youl understand!


Hapo you might have lied!

Earnings here are not stable so the 5 year average is probably lower than you think!

And I never trust valuing companies loaded with preferred shares!
Mark 12:29
Deuteronomy 4:16
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Mucene
#129 Posted : Sunday, June 08, 2014 1:55:40 PM
Rank: Member

Joined: 8/4/2012
Posts: 155
Location: Kenya
target1360 wrote:
Mucene wrote:
target1360 wrote:
Total kenya is the most undervalued stock at the NSE.Soon youl understand!


based on FY 2013 results
TOTAL---KK
p/b--0.44---2
PE--12.5---23.7
Div yield-2.3%---1.1%

Clearly total beats KK but what are the terms of the Sh. 5.2b preference shares issued by total to total group and the outlook for both companies in FY14?


check out the cashflow statement.the company generates more than that 5.2 b in cashflow in a year.i could be wrong but this company is worth deeper analysis


Currently holds 2.4b in cashflows up from overdraft of 3.6b. The cashflow was greatly boosted by the preference shares the previous FY.
@guru267 might agree with me that these preference shares mighht come to haunt it.
If you don't want to go to plan B have a good plan A.
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target1360
#130 Posted : Sunday, June 08, 2014 5:30:57 PM
Rank: Member

Joined: 5/14/2014
Posts: 289
Location: nairobi
Mucene wrote:
target1360 wrote:
Mucene wrote:
target1360 wrote:
Total kenya is the most undervalued stock at the NSE.Soon youl understand!


based on FY 2013 results
TOTAL---KK
p/b--0.44---2
PE--12.5---23.7
Div yield-2.3%---1.1%

Clearly total beats KK but what are the terms of the Sh. 5.2b preference shares issued by total to total group and the outlook for both companies in FY14?


check out the cashflow statement.the company generates more than that 5.2 b in cashflow in a year.i could be wrong but this company is worth deeper analysis


Currently holds 2.4b in cashflows up from overdraft of 3.6b. The cashflow was greatly boosted by the preference shares the previous FY.
@guru267 might agree with me that these preference shares mighht come to haunt it.


free cashflow for each of the two years is above 5.2 b . even with the preference shares and the fact that oil marketers require alot of working capital i have a sufficient margin of safety on this one.
let us talk in 2-3 years time!
I find satisfaction in owning great business,not trading them
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