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The KenolKobil 2015 pendulum
Spikes
#801 Posted : Wednesday, June 01, 2016 10:03:56 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
whiteowl wrote:
Waiting for 8 bob to load up some more might turn out to be a pipe dream.



It will get successfully drowned by the bear. 8/- is a dream come true . Be standby like hyena noticing a falling hand!
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
VituVingiSana
#802 Posted : Wednesday, June 01, 2016 11:45:59 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,141
Location: Nairobi
mlennyma wrote:
whiteowl wrote:
Waiting for 8 bob to load up some more might turn out to be a pipe dream.

The most threatening factor is political violence going forward

Then we are all screwed. Insurance. Banks. EABL. Cement. TPS. OMCs. Agriculture.

I hope Kenyans don't go stupid in 2017. Protest don't destroy and loot. And hope is not a strategy.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Kausha
#803 Posted : Friday, June 03, 2016 11:08:45 AM
Rank: Member


Joined: 2/8/2007
Posts: 808
They will probably be done with debt late July if not earlier. They had a blinder in April as well. They seem to be very lucky calling prices. Reason they probably are diving back to OTS though I believe it is opportunistic and not rivaling GAPCO.
mkate_nusu
#804 Posted : Friday, June 03, 2016 11:15:10 AM
Rank: Member


Joined: 5/30/2016
Posts: 332
Location: Kayole
Kausha wrote:
They will probably be done with debt late July if not earlier. They had a blinder in April as well. They seem to be very lucky calling prices. Reason they probably are diving back to OTS though I believe it is opportunistic and not rivaling GAPCO.


Was the settlement of 4.6 billion(excluding interest and damages i presume)by KPC paid?
KEGN, KPLC, KQ, SCOM
mlennyma
#805 Posted : Friday, June 03, 2016 12:39:50 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
mkate_nusu wrote:
Kausha wrote:
They will probably be done with debt late July if not earlier. They had a blinder in April as well. They seem to be very lucky calling prices. Reason they probably are diving back to OTS though I believe it is opportunistic and not rivaling GAPCO.


Was the settlement of 4.6 billion(excluding interest and damages i presume)by KPC paid?

smile kpc is carrying out very capital intensive projects I don't know whether they can afford even if they are ordered to pay.case bado amuliwa lakini
"Don't let the fear of losing be greater than the excitement of winning."
Spikes
#806 Posted : Friday, June 03, 2016 12:42:52 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
mlennyma wrote:
mkate_nusu wrote:
Kausha wrote:
They will probably be done with debt late July if not earlier. They had a blinder in April as well. They seem to be very lucky calling prices. Reason they probably are diving back to OTS though I believe it is opportunistic and not rivaling GAPCO.


Was the settlement of 4.6 billion(excluding interest and damages i presume)by KPC paid?

smile kpc is carrying out very capital intensive projects I don't know whether they can afford even if they are ordered to pay.case bado amuliwa lakini



Bear is struggling to strangle the price down.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
Spikes
#807 Posted : Friday, June 03, 2016 1:17:46 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
Spikes wrote:
mlennyma wrote:
mkate_nusu wrote:
Kausha wrote:
They will probably be done with debt late July if not earlier. They had a blinder in April as well. They seem to be very lucky calling prices. Reason they probably are diving back to OTS though I believe it is opportunistic and not rivaling GAPCO.


Was the settlement of 4.6 billion(excluding interest and damages i presume)by KPC paid?

smile kpc is carrying out very capital intensive projects I don't know whether they can afford even if they are ordered to pay.case bado amuliwa lakini



Bear is struggling to strangle the price down.



This is the problem with the big boys. They always sabotage attempted feast.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
mlennyma
#808 Posted : Friday, June 03, 2016 1:22:07 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
Spikes wrote:
Spikes wrote:
mlennyma wrote:
mkate_nusu wrote:
Kausha wrote:
They will probably be done with debt late July if not earlier. They had a blinder in April as well. They seem to be very lucky calling prices. Reason they probably are diving back to OTS though I believe it is opportunistic and not rivaling GAPCO.


Was the settlement of 4.6 billion(excluding interest and damages i presume)by KPC paid?

smile kpc is carrying out very capital intensive projects I don't know whether they can afford even if they are ordered to pay.case bado amuliwa lakini



Bear is struggling to strangle the price down.



This is the problem with the big boys. They always sabotage attempted feast.

I have noted on several occasions instead of the big trades attracting a discounted price they are sold at a higher price. now one block of over 2m at 10.75
"Don't let the fear of losing be greater than the excitement of winning."
mlennyma
#809 Posted : Friday, June 03, 2016 2:44:45 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
Over 9m and growing silently
"Don't let the fear of losing be greater than the excitement of winning."
hisah
#810 Posted : Friday, June 03, 2016 2:53:08 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
mlennyma wrote:
Over 9m and growing silently

Defending the 10 handle. Open 10.10 closing 10.75. If it fails next support level is 9.00
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Spikes
#811 Posted : Friday, June 03, 2016 3:04:58 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
mlennyma wrote:
Spikes wrote:
Spikes wrote:
mlennyma wrote:
mkate_nusu wrote:
Kausha wrote:
They will probably be done with debt late July if not earlier. They had a blinder in April as well. They seem to be very lucky calling prices. Reason they probably are diving back to OTS though I believe it is opportunistic and not rivaling GAPCO.


Was the settlement of 4.6 billion(excluding interest and damages i presume)by KPC paid?

smile kpc is carrying out very capital intensive projects I don't know whether they can afford even if they are ordered to pay.case bado amuliwa lakini



Bear is struggling to strangle the price down.



This is the problem with the big boys. They always sabotage attempted feast.

I have noted on several occasions instead of the big trades attracting a discounted price they are sold at a higher price. now one block of over 2m at 10.75



Big blocks are done by long term investors. They don't care about higher prices.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
Aguytrying
#812 Posted : Friday, June 03, 2016 5:45:52 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
hisah wrote:
mlennyma wrote:
Over 9m and growing silently

Defending the 10 handle. Open 10.10 closing 10.75. If it fails next support level is 9.00


I see this coming to pass. It slices past 10 so easily going down. Below 9.00 I turn buyer again.
The investor's chief problem - and even his worst enemy - is likely to be himself
mlennyma
#813 Posted : Friday, June 03, 2016 6:13:10 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
Aguytrying wrote:
hisah wrote:
mlennyma wrote:
Over 9m and growing silently

Defending the 10 handle. Open 10.10 closing 10.75. If it fails next support level is 9.00


I see this coming to pass. It slices past 10 so easily going down. Below 9.00 I turn buyer again.

if it doesn't happen this month as we close the first half expect stability in july as we wait for results and an interim dividend
"Don't let the fear of losing be greater than the excitement of winning."
VituVingiSana
#814 Posted : Saturday, June 04, 2016 1:46:56 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,141
Location: Nairobi
Kausha wrote:
They will probably be done with debt late July if not earlier. They had a blinder in April as well. They seem to be very lucky calling prices. Reason they probably are diving back to OTS though I believe it is opportunistic and not rivaling GAPCO.

What do you mean by "They had a blinder in April as well."?

OTS is definitely opportunistic (& profitable) rather than trying to compete with GAPCO. Now that KK has their debt at 'reasonable' levels, both banks and traders (Glencore, Trafigura) will be happy to finance them thus setting up the stage for more aggressive OTS bidding.

Debt: I disagree. I think KK needs until Dec 2016 to eliminate debt as oil prices have risen to $50 from the $30 level since February when Ohana was gung-ho about zero debt.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#815 Posted : Saturday, June 04, 2016 1:49:10 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,141
Location: Nairobi
mlennyma wrote:
Spikes wrote:
Spikes wrote:
mlennyma wrote:
mkate_nusu wrote:
Kausha wrote:
They will probably be done with debt late July if not earlier. They had a blinder in April as well. They seem to be very lucky calling prices. Reason they probably are diving back to OTS though I believe it is opportunistic and not rivaling GAPCO.


Was the settlement of 4.6 billion(excluding interest and damages i presume)by KPC paid?

smile kpc is carrying out very capital intensive projects I don't know whether they can afford even if they are ordered to pay.case bado amuliwa lakini



Bear is struggling to strangle the price down.



This is the problem with the big boys. They always sabotage attempted feast.

I have noted on several occasions instead of the big trades attracting a discounted price they are sold at a higher price. now one block of over 2m at 10.75
Quality firm. Folks want large pieces of it. Foreign buyers aren't interested in small lots coz of the transaction costs per trade. IMHO, if Biwott & Family decide to sell out completely at 11 there will be tons of buyers lined up!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#816 Posted : Saturday, June 04, 2016 1:51:51 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,141
Location: Nairobi
Aguytrying wrote:
hisah wrote:
mlennyma wrote:
Over 9m and growing silently

Defending the 10 handle. Open 10.10 closing 10.75. If it fails next support level is 9.00


I see this coming to pass. It slices past 10 so easily going down. Below 9.00 I turn buyer again.

Below 9.00 (ceteris paribus)??? Keep dreaming Laughing out loudly Laughing out loudly Laughing out loudly But if it does Pray Pray Pray you and I will be both on the Bidding side!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mlennyma
#817 Posted : Saturday, June 04, 2016 7:46:58 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
VituVingiSana wrote:
mlennyma wrote:
Spikes wrote:
Spikes wrote:
mlennyma wrote:
mkate_nusu wrote:
Kausha wrote:
They will probably be done with debt late July if not earlier. They had a blinder in April as well. They seem to be very lucky calling prices. Reason they probably are diving back to OTS though I believe it is opportunistic and not rivaling GAPCO.


Was the settlement of 4.6 billion(excluding interest and damages i presume)by KPC paid?

smile kpc is carrying out very capital intensive projects I don't know whether they can afford even if they are ordered to pay.case bado amuliwa lakini



Bear is struggling to strangle the price down.



This is the problem with the big boys. They always sabotage attempted feast.

I have noted on several occasions instead of the big trades attracting a discounted price they are sold at a higher price. now one block of over 2m at 10.75
Quality firm. Folks want large pieces of it. Foreign buyers aren't interested in small lots coz of the transaction costs per trade. IMHO, if Biwott & Family decide to sell out completely at 11 there will be tons of buyers lined up!

who was cherry holdings who were deleted from top 10?I thought it was the total guy
"Don't let the fear of losing be greater than the excitement of winning."
Aguytrying
#818 Posted : Saturday, June 04, 2016 10:05:34 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
Aguytrying wrote:
hisah wrote:
mlennyma wrote:
Over 9m and growing silently

Defending the 10 handle. Open 10.10 closing 10.75. If it fails next support level is 9.00


I see this coming to pass. It slices past 10 so easily going down. Below 9.00 I turn buyer again.

Below 9.00 (ceteris paribus)??? Keep dreaming Laughing out loudly Laughing out loudly Laughing out loudly But if it does Pray Pray Pray you and I will be both on the Bidding side!


Remember this is a bear market, where rosy earnings mean nothing. Look at hfck growing 30% in Q1 best performer financially now comfortably below 20.00 a previous 1 year support.

If the bear continues, that's where kk is going.
The investor's chief problem - and even his worst enemy - is likely to be himself
Realtreaty
#819 Posted : Wednesday, June 15, 2016 12:33:47 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,319
How far with the loan? Will they pay an interim this August?
mlennyma
#820 Posted : Wednesday, June 15, 2016 1:55:27 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
Realtreaty wrote:
How far with the loan? Will they pay an interim this August?

i think the chances of an interim is 98% but we need some news now for the share to stay afloat
"Don't let the fear of losing be greater than the excitement of winning."
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