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KENOL/KOBIL
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mv_ufanisi
#21 Posted : Tuesday, May 04, 2010 12:38:22 PM
Rank: Member

Joined: 1/15/2010
Posts: 625
@ProverB by the time the fundamentals are confirmed - the share price will likely have moved to reflect the confirmed value. haha.

Fundamentals of this stock are good - growing economy, increasing number of vehicles, P/E value of less than 10, valuable assets - locations of stations, control of oil marketing, can pass additional costs to consumers, etc.
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VituVingiSana
#22 Posted : Tuesday, May 04, 2010 7:37:09 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
@ProverB is correct... There was a time Total decided to lose sales to increase Profit Margins... Why? Coz the risk was too great of those extra sales...

Higher prices (due to high INPUT costs) does not mean higher profits...

That said... I think KK will increase market share... and profits from its regional subsidiaries will be much better...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#23 Posted : Tuesday, May 04, 2010 7:38:27 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
winston wrote:
What will stop Kenol/Kobil reserving the awarded/settlement cash (from KPC) and later using it to buy shares in KPC either before or after KPC IPO? That way shareholders will reap the benefits of dominant positions in the distribution network and the retail market at the same time!

This is a complex transaction... The KPC decision has been appealed by KPC...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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winston
#24 Posted : Wednesday, May 05, 2010 5:58:10 AM
Rank: Member

Joined: 4/14/2010
Posts: 806
Location: Nairobi
@VVS - Agreed transaction will be complex but very lucrative. KPC's appeal is bound to fail.
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VituVingiSana
#25 Posted : Wednesday, May 05, 2010 6:38:39 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
Grin... I hope so... I have only 1 of (est) 40 million shares in KPC while a much larger percentage in Kenol...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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subaru
#26 Posted : Wednesday, May 05, 2010 8:47:51 AM
Rank: Member

Joined: 3/15/2010
Posts: 391
Location: nairobie
am seeing a trade of 99.5 today ? this fuel price hike is really doing wonders
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mv_ufanisi
#27 Posted : Wednesday, May 05, 2010 8:49:08 AM
Rank: Member

Joined: 1/15/2010
Posts: 625
@subaru - KenolKobil has announced a split of 1:10 which shareholders can approve on May 20 - expect this baby to rally!
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subaru
#28 Posted : Wednesday, May 05, 2010 9:06:32 AM
Rank: Member

Joined: 3/15/2010
Posts: 391
Location: nairobie
when was the split announced ?
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cnn
#29 Posted : Wednesday, May 05, 2010 9:13:00 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
i saw that in the annual report posted last week.
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mv_ufanisi
#30 Posted : Wednesday, May 05, 2010 9:16:41 AM
Rank: Member

Joined: 1/15/2010
Posts: 625
Saw that today morning from NSE. I'm sure it will be in the news today. So let's wait and see what happens until end of this month.
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