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The KenolKobil 2015 pendulum
VituVingiSana
#1571 Posted : Wednesday, February 07, 2018 2:30:50 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
obiero wrote:
muandiwambeu wrote:
mlennyma wrote:
muandiwambeu wrote:
obiero wrote:
Angelica _ann wrote:
Currently this is the 2nd best managed company listed at NSE after BAT!!!!! smile

EABL? SCOM? DTB? TPSEA?.. Toa hio voodoo rating hapa, tafadhali!

I fully concur with you. This is median attempt by Hohana. The risk still larks and its too early to crown your david @vvs. Where is the track record. I do not invest with starters and especially on hope and at a premium .Laughing out loudly Laughing out loudly Laughing out loudly smile
Let the heiffer prove to be a cash cow after second or third lactation.

even the way you spell ohana tells me you know nothing about kk

Thanks for your timely correction. But unfortunately its not a bother to my banker. Only a meaningful sum of chums tickles the teller to afford me a smile.

Boom. KES 13.8 prints. Glad I made it out in good time and condition

Good for you as we get to 15 and beyond.
I may have bought some of your shares.

As of 7 Feb 2018
KQ trades at 16/- with a negative EPS.
KK trades at 15/- with a positive EPS (2017) even after huge write-offs [KPRL, lawsuit and Segman]

I expect a very good 2018. Kestrel [it is related to KK] is also bullish. I await a FY 2017 dividend of 30-50 cents. And an interim FY 2018 dividend.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Horton
#1572 Posted : Wednesday, February 07, 2018 8:28:05 PM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
VituVingiSana wrote:
obiero wrote:
muandiwambeu wrote:
mlennyma wrote:
muandiwambeu wrote:
obiero wrote:
Angelica _ann wrote:
Currently this is the 2nd best managed company listed at NSE after BAT!!!!! smile

EABL? SCOM? DTB? TPSEA?.. Toa hio voodoo rating hapa, tafadhali!

I fully concur with you. This is median attempt by Hohana. The risk still larks and its too early to crown your david @vvs. Where is the track record. I do not invest with starters and especially on hope and at a premium .Laughing out loudly Laughing out loudly Laughing out loudly smile
Let the heiffer prove to be a cash cow after second or third lactation.

even the way you spell ohana tells me you know nothing about kk

Thanks for your timely correction. But unfortunately its not a bother to my banker. Only a meaningful sum of chums tickles the teller to afford me a smile.

Boom. KES 13.8 prints. Glad I made it out in good time and condition

Good for you as we get to 15 and beyond.
I may have bought some of your shares.

As of 7 Feb 2018
KQ trades at 16/- with a negative EPS.
KK trades at 15/- with a positive EPS (2017) even after huge write-offs [KPRL, lawsuit and Segman]

I expect a very good 2018. Kestrel [it is related to KK] is also bullish. I await a FY 2017 dividend of 30-50 cents. And an interim FY 2018 dividend.



Kestrel are always bullish with anything Kenol.
It maybe very well run as you assert but the net margins suck. Whats your end game? A buyout?
VituVingiSana
#1573 Posted : Thursday, February 08, 2018 12:01:40 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Horton wrote:
VituVingiSana wrote:
obiero wrote:
muandiwambeu wrote:
mlennyma wrote:
muandiwambeu wrote:
obiero wrote:
Angelica _ann wrote:
Currently this is the 2nd best managed company listed at NSE after BAT!!!!! smile

EABL? SCOM? DTB? TPSEA?.. Toa hio voodoo rating hapa, tafadhali!

I fully concur with you. This is median attempt by Hohana. The risk still larks and its too early to crown your david @vvs. Where is the track record. I do not invest with starters and especially on hope and at a premium .Laughing out loudly Laughing out loudly Laughing out loudly smile
Let the heiffer prove to be a cash cow after second or third lactation.

even the way you spell ohana tells me you know nothing about kk

Thanks for your timely correction. But unfortunately its not a bother to my banker. Only a meaningful sum of chums tickles the teller to afford me a smile.

Boom. KES 13.8 prints. Glad I made it out in good time and condition

Good for you as we get to 15 and beyond.
I may have bought some of your shares.

As of 7 Feb 2018
KQ trades at 16/- with a negative EPS.
KK trades at 15/- with a positive EPS (2017) even after huge write-offs [KPRL, lawsuit and Segman]

I expect a very good 2018. Kestrel [it is related to KK] is also bullish. I await a FY 2017 dividend of 30-50 cents. And an interim FY 2018 dividend.



Kestrel are always bullish with anything Kenol.
It maybe very well run as you assert but the net margins suck. Whats your end game? A buyout?

It's good to acknowledge that KK and Kestrel have "ties".
If KK can sustainably make an EPS of 2.50 that's a great ROI of 16.66% = (2.50/15.00)... I do not need a buy-out.

Net Margins: Yes, they are low but that's common in the industry. This is a volume driven business not a "high value" business. It is certainly not Apple.

With KK's re-entry into the OTS, the net margin may even drop further but volumes/revenues will increase. OTS cargoes have slim margins with a low chance of default due to the penalties imposed by MoE/ERC on the defaulters.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mlennyma
#1574 Posted : Thursday, February 08, 2018 9:53:42 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
VituVingiSana wrote:
Horton wrote:
VituVingiSana wrote:
obiero wrote:
muandiwambeu wrote:
mlennyma wrote:
muandiwambeu wrote:
obiero wrote:
Angelica _ann wrote:
Currently this is the 2nd best managed company listed at NSE after BAT!!!!! smile

EABL? SCOM? DTB? TPSEA?.. Toa hio voodoo rating hapa, tafadhali!

I fully concur with you. This is median attempt by Hohana. The risk still larks and its too early to crown your david @vvs. Where is the track record. I do not invest with starters and especially on hope and at a premium .Laughing out loudly Laughing out loudly Laughing out loudly smile
Let the heiffer prove to be a cash cow after second or third lactation.

even the way you spell ohana tells me you know nothing about kk

Thanks for your timely correction. But unfortunately its not a bother to my banker. Only a meaningful sum of chums tickles the teller to afford me a smile.

Boom. KES 13.8 prints. Glad I made it out in good time and condition

Good for you as we get to 15 and beyond.
I may have bought some of your shares.

As of 7 Feb 2018
KQ trades at 16/- with a negative EPS.
KK trades at 15/- with a positive EPS (2017) even after huge write-offs [KPRL, lawsuit and Segman]

I expect a very good 2018. Kestrel [it is related to KK] is also bullish. I await a FY 2017 dividend of 30-50 cents. And an interim FY 2018 dividend.



Kestrel are always bullish with anything Kenol.
It maybe very well run as you assert but the net margins suck. Whats your end game? A buyout?

It's good to acknowledge that KK and Kestrel have "ties".
If KK can sustainably make an EPS of 2.50 that's a great ROI of 16.66% = (2.50/15.00)... I do not need a buy-out.

Net Margins: Yes, they are low but that's common in the industry. This is a volume driven business not a "high value" business. It is certainly not Apple.

With KK's re-entry into the OTS, the net margin may even drop further but volumes/revenues will increase. OTS cargoes have slim margins with a low chance of default due to the penalties imposed by MoE/ERC on the defaulters.

that energy CS who hinted the end of price controls was retained, how soon can that happen and why did some players like kk want controls to stay.?
"Don't let the fear of losing be greater than the excitement of winning."
VituVingiSana
#1575 Posted : Thursday, February 08, 2018 10:22:06 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
@miennyma - KK knows how to successfully navigate the price controls... It gives them an advantage and so they prefer it that way.

I do not like price controls coz they distort the markets...

Why does GoK want to remove price controls? Simple. So they can shift the blame of higher fuel/retail prices to the OMCs in the wake of rising oil prices.
With price controls, the higher oil prices are translated to higher pump prices, and ERC sets the prices, and OMCs prefer that to being accused of price gouging by ignorant consumers.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mlennyma
#1576 Posted : Thursday, February 08, 2018 10:44:22 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
VituVingiSana wrote:
@miennyma - KK knows how to successfully navigate the price controls... It gives them an advantage and so they prefer it that way.

I do not like price controls coz they distort the markets...

Why does GoK want to remove price controls? Simple. So they can shift the blame of higher fuel/retail prices to the OMCs in the wake of rising oil prices.
With price controls, the higher oil prices are translated to higher pump prices, and ERC sets the prices, and OMCs prefer that to being accused of price gouging by ignorant consumers.

Spot on,they want to shift blame since wanjiku knows very little about world oil prices ,,,,let it stay for them to carry the blame, it gives the marketers a predictable profit margin .....meanwhile the buyers can't believe the sellers want a price not less than 16
"Don't let the fear of losing be greater than the excitement of winning."
Flo-ology
#1577 Posted : Thursday, February 08, 2018 12:18:21 PM
Rank: Member

Joined: 12/17/2016
Posts: 225
mlennyma wrote:
VituVingiSana wrote:
Horton wrote:
VituVingiSana wrote:
obiero wrote:
muandiwambeu wrote:
mlennyma wrote:
muandiwambeu wrote:
obiero wrote:
Angelica _ann wrote:
Currently this is the 2nd best managed company listed at NSE after BAT!!!!! smile

EABL? SCOM? DTB? TPSEA?.. Toa hio voodoo rating hapa, tafadhali!

I fully concur with you. This is median attempt by Hohana. The risk still larks and its too early to crown your david @vvs. Where is the track record. I do not invest with starters and especially on hope and at a premium .Laughing out loudly Laughing out loudly Laughing out loudly smile
Let the heiffer prove to be a cash cow after second or third lactation.

even the way you spell ohana tells me you know nothing about kk

Thanks for your timely correction. But unfortunately its not a bother to my banker. Only a meaningful sum of chums tickles the teller to afford me a smile.

Boom. KES 13.8 prints. Glad I made it out in good time and condition

Good for you as we get to 15 and beyond.
I may have bought some of your shares.

As of 7 Feb 2018
KQ trades at 16/- with a negative EPS.
KK trades at 15/- with a positive EPS (2017) even after huge write-offs [KPRL, lawsuit and Segman]

I expect a very good 2018. Kestrel [it is related to KK] is also bullish. I await a FY 2017 dividend of 30-50 cents. And an interim FY 2018 dividend.



Kestrel are always bullish with anything Kenol.
It maybe very well run as you assert but the net margins suck. Whats your end game? A buyout?

It's good to acknowledge that KK and Kestrel have "ties".
If KK can sustainably make an EPS of 2.50 that's a great ROI of 16.66% = (2.50/15.00)... I do not need a buy-out.

Net Margins: Yes, they are low but that's common in the industry. This is a volume driven business not a "high value" business. It is certainly not Apple.

With KK's re-entry into the OTS, the net margin may even drop further but volumes/revenues will increase. OTS cargoes have slim margins with a low chance of default due to the penalties imposed by MoE/ERC on the defaulters.

that energy CS who hinted the end of price controls was retained, how soon can that happen and why did some players like kk want controls to stay.?


Will oil and distribution remain under energy or mining and petroleum? That will shape the course of price control
Reflection Eternal
mlennyma
#1578 Posted : Friday, February 09, 2018 4:55:47 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Of late volume is speaking something
"Don't let the fear of losing be greater than the excitement of winning."
Realtreaty
#1579 Posted : Friday, February 09, 2018 6:59:49 PM
Rank: Elder

Joined: 8/16/2011
Posts: 2,386
mlennyma wrote:
Of late volume is speaking something


Positive FY17 figures. Now the issue is to determine bonus or dividends for investors
I can see Total touched 30 Kes as well.
VituVingiSana
#1580 Posted : Wednesday, February 14, 2018 11:56:59 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
VituVingiSana wrote:
@miennyma - KK knows how to successfully navigate the price controls... It gives them an advantage and so they prefer it that way.

I do not like price controls coz they distort the markets...

Why does GoK want to remove price controls? Simple. So they can shift the blame of higher fuel/retail prices to the OMCs in the wake of rising oil prices.
With price controls, the higher oil prices are translated to higher pump prices, and ERC sets the prices, and OMCs prefer that to being accused of price gouging by ignorant consumers.

Another price increase https://www.businessdail...4808-137h9y7/index.html The advantage OMCs have is that they need not be in the direct line of fire when prices rise. As long as ERC follows the formula the OMCs don't have to worry about a consumer/political backlash.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
161 Pages«<156157158159160>»
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