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The KenolKobil 2015 pendulum
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mlennyma
#451 Posted : Wednesday, March 02, 2016 9:49:24 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
littledove wrote:
lochaes wrote:
Aguytrying wrote:
Aguytrying wrote:
mlennyma wrote:
mlennyma wrote:
Realtreaty wrote:
he Pendulum, still in motion!!!!!! smile

buyers and sellers are in a cold war

buyers are giving in to the 10bob reality,Kk is worth 15bob atleast


Supply at 10.00 was being mopped up as it came. Im not the optimistic one but i see scope for 11.00 before results. Nevertheless im even surprised were at 10.00.

@enyands. You can safely wake up today the VWAP is 10.00


This was one week ago. before we crossed 10.00 the big KK barrier

11.00 touched higher volume trading 3.3 milloin shares. Im suprised at this rally.

*keep fueling at kk, kq pays cash* smile


those are foreigners either getting in/out hard. They accounted for 86% of the transactions.

Trading today increased significantly as
turnover came to Kes 903mn, almost twice the
total value of shares seen yesterday with 32 mn
shares changing hands. Foreign investors were the
day's net buyers with their concentration mainly
on KenolKobil.Safaricom, Equity, KCB, KenolKobil
and Britam witnessed the most activity. Value
indicators as measured by the NASI and the NSE
20 Share Index were both on an upward trend, to
end the day at 143.71 points and 3,932.86 points
respectively.
foreigners are heavily buying kk now for second week continuously

this foreigners follow recommendations and insider information
"Don't let the fear of losing be greater than the excitement of winning."
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Realtreaty
#452 Posted : Wednesday, March 02, 2016 9:53:41 PM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
Clicked and clocked 11.00 Allahamdullila!!!!!!!!!!!
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mlennyma
#453 Posted : Thursday, March 03, 2016 12:19:51 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Profit taking kicks in.
"Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana
#454 Posted : Thursday, March 03, 2016 12:46:37 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,353
Location: Nairobi
mlennyma wrote:
Profit taking kicks in.

I hope it goes back to sub-10. And even 8/-.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Othelo
#455 Posted : Thursday, March 03, 2016 12:53:48 PM
Rank: User

Joined: 1/20/2014
Posts: 3,528
VituVingiSana wrote:
mlennyma wrote:
Profit taking kicks in.

I hope it goes back to sub-10. And even 8/-.

We have been there for far too long, let it relax at 10 for some time as it gathers steam towards 20bob Drool
Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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mlennyma
#456 Posted : Thursday, March 03, 2016 12:56:44 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
VituVingiSana wrote:
mlennyma wrote:
Profit taking kicks in.

I hope it goes back to sub-10. And even 8/-.

now you talk like someone who has sold part of his shamba.
"Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana
#457 Posted : Thursday, March 03, 2016 2:28:07 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,353
Location: Nairobi
mlennyma wrote:
VituVingiSana wrote:
mlennyma wrote:
Profit taking kicks in.

I hope it goes back to sub-10. And even 8/-.

now you talk like someone who has sold part of his shamba.

@Othello @miennyama - I am a BUYER of KK. I am very positive on KK for reasons I have articulated many times.
Management. Low(er) oil prices. Lower debt. New LPG plant. New lubricant plant/investment. Sale of lousy businesses in TZ. Reduction of low-margin business.

Debt - The recent interview Ohana gave re: repayment of debt in 3 months was the inflection point. The savings and 'strength' from being debt-free are huge when going into an election year.

Kestrel estimated over 1/- EPS for FY 2015 but I am more excited by 2016.

Ohana - Like Segman he has started pushing info out there. Is there a groom waiting in the wings? In the space of 2 weeks: TZ sale announcement, Debt reduction, LPG plant. And then in 2 weeks FY 2015 plus an indication of the "Future Outlook"
The AGM is usually 6-10 weeks later when we will be told more about 1Q 2016.

1H 2016 should be out in Aug/Sep. I think there will be a rally upon realization that the profit growth/increase is real.

Consummation of a sale of KK: Post-election 2018.

*Of course, things could go wrong. Burundi could explode. Kenya could see PEV2018. Oil prices could jump back to $80. Taxes increased. Etc*
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mlennyma
#458 Posted : Thursday, March 03, 2016 2:49:21 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
VituVingiSana wrote:
mlennyma wrote:
VituVingiSana wrote:
mlennyma wrote:
Profit taking kicks in.

I hope it goes back to sub-10. And even 8/-.

now you talk like someone who has sold part of his shamba.

@Othello @miennyama - I am a BUYER of KK. I am very positive on KK for reasons I have articulated many times.
Management. Low(er) oil prices. Lower debt. New LPG plant. New lubricant plant/investment. Sale of lousy businesses in TZ. Reduction of low-margin business.

Debt - The recent interview Ohana gave re: repayment of debt in 3 months was the inflection point. The savings and 'strength' from being debt-free are huge when going into an election year.

Kestrel estimated over 1/- EPS for FY 2015 but I am more excited by 2016.

Ohana - Like Segman he has started pushing info out there. Is there a groom waiting in the wings? In the space of 2 weeks: TZ sale announcement, Debt reduction, LPG plant. And then in 2 weeks FY 2015 plus an indication of the "Future Outlook"
The AGM is usually 6-10 weeks later when we will be told more about 1Q 2016.

1H 2016 should be out in Aug/Sep. I think there will be a rally upon realization that the profit growth/increase is real.

Consummation of a sale of KK: Post-election 2018.

*Of course, things could go wrong. Burundi could explode. Kenya could see PEV2018. Oil prices could jump back to $80. Taxes increased. Etc*

issued shares 1.47b meaning the profit needs to be above this to get above 1bob eps which is very possible
"Don't let the fear of losing be greater than the excitement of winning."
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Aguytrying
#459 Posted : Thursday, March 03, 2016 4:20:27 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
VituVingiSana wrote:
mlennyma wrote:
VituVingiSana wrote:
mlennyma wrote:
Profit taking kicks in.

I hope it goes back to sub-10. And even 8/-.

now you talk like someone who has sold part of his shamba.

@Othello @miennyama - I am a BUYER of KK. I am very positive on KK for reasons I have articulated many times.
Management. Low(er) oil prices. Lower debt. New LPG plant. New lubricant plant/investment. Sale of lousy businesses in TZ. Reduction of low-margin business.

Debt - The recent interview Ohana gave re: repayment of debt in 3 months was the inflection point. The savings and 'strength' from being debt-free are huge when going into an election year.

Kestrel estimated over 1/- EPS for FY 2015 but I am more excited by 2016.

Ohana - Like Segman he has started pushing info out there. Is there a groom waiting in the wings? In the space of 2 weeks: TZ sale announcement, Debt reduction, LPG plant. And then in 2 weeks FY 2015 plus an indication of the "Future Outlook"
The AGM is usually 6-10 weeks later when we will be told more about 1Q 2016.

1H 2016 should be out in Aug/Sep. I think there will be a rally upon realization that the profit growth/increase is real.

Consummation of a sale of KK: Post-election 2018.

*Of course, things could go wrong. Burundi could explode. Kenya could see PEV2018. Oil prices could jump back to $80. Taxes increased. Etc*

issued shares 1.47b meaning the profit needs to be above this to get above 1bob eps which is very possible


Agreed eps of 1 very achievable, I'm even thinking 1.2- 1.3
The investor's chief problem - and even his worst enemy - is likely to be himself
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Spikes
#460 Posted : Thursday, March 03, 2016 4:27:40 PM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
Aguytrying wrote:
mlennyma wrote:
VituVingiSana wrote:
mlennyma wrote:
VituVingiSana wrote:
mlennyma wrote:
Profit taking kicks in.

I hope it goes back to sub-10. And even 8/-.

now you talk like someone who has sold part of his shamba.

@Othello @miennyama - I am a BUYER of KK. I am very positive on KK for reasons I have articulated many times.
Management. Low(er) oil prices. Lower debt. New LPG plant. New lubricant plant/investment. Sale of lousy businesses in TZ. Reduction of low-margin business.

Debt - The recent interview Ohana gave re: repayment of debt in 3 months was the inflection point. The savings and 'strength' from being debt-free are huge when going into an election year.

Kestrel estimated over 1/- EPS for FY 2015 but I am more excited by 2016.

Ohana - Like Segman he has started pushing info out there. Is there a groom waiting in the wings? In the space of 2 weeks: TZ sale announcement, Debt reduction, LPG plant. And then in 2 weeks FY 2015 plus an indication of the "Future Outlook"
The AGM is usually 6-10 weeks later when we will be told more about 1Q 2016.

1H 2016 should be out in Aug/Sep. I think there will be a rally upon realization that the profit growth/increase is real.

Consummation of a sale of KK: Post-election 2018.

*Of course, things could go wrong. Burundi could explode. Kenya could see PEV2018. Oil prices could jump back to $80. Taxes increased. Etc*

issued shares 1.47b meaning the profit needs to be above this to get above 1bob eps which is very possible


Agreed eps of 1 very achievable, I'm even thinking 1.2- 1.3


You will be astonished by a report less than market expectations. That is when I'll trail in at 8.00 kes per share. Stay tuned!
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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