Cheaper crude generally means cheaper refined products. Lower pump prices usually means greater volumes sold. There's no guarantee but ceteris paribus more volumes = better profits. Ohana said KK will not chase unprofitable volumes. All subsidiaries, incl low-margin ET, are profitable. KK shut down stations in ET that weren't profitable and/or problematic i.e. dealers with a poor payment history. This freed up cash to pursue profitable lubes & LPG.
30 new stations should be good for (profitable) volumes.
KK is open to mature (new) markets like SA. Perhaps Botswana. Mozambique looks interesting but the "socialist" mindset worries Ohana. Zambia is flush with cash & plans are underway to have 2x stations by 2022.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett