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The KenolKobil 2015 pendulum
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mlennyma
#1041 Posted : Monday, November 07, 2016 10:45:13 PM
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Joined: 7/21/2010
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Location: nairobi
We need the debt free story update to crush 15
"Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana
#1042 Posted : Monday, November 07, 2016 11:32:45 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,055
Location: Nairobi
mlennyma wrote:
We need the debt free story update to crush 15

Ohana has stopped talking of debt-free as oil rose from $30 to $50. I do not think KK will be debt-free any time soon. Profitable? Yes. Debt-free? No.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#1043 Posted : Sunday, November 13, 2016 3:17:35 PM
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Location: NAIROBI
Discount offer now includes friday.
Why don't they just make it all week.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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TheGeek
#1044 Posted : Sunday, November 13, 2016 8:12:36 PM
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Joined: 7/3/2014
Posts: 245
Ericsson wrote:
Discount offer now includes friday.
Why don't they just make it all week.


They Actually moved the offer from wed sat to frid Sunday.

They also swapped the offer from visa 2bob and kcard 3bob to 3bob cash and 5bob kcard.

What this tells me is the IT guy inside is delivering key analytics to move the business forward.
In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
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VituVingiSana
#1045 Posted : Sunday, November 13, 2016 9:27:19 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,055
Location: Nairobi
I am not sure if Friday is a good day for the discount. Or maybe it is. I'd love to see the raw data.

Folks either leave town (or get ready to do so on Friday) so filling up your tank makes sense. If KK can nab that crowd, then that's huge volumes.

Folks go to church on Sundays. It's a relaxed atmosphere. Pass by a KK and fill up for the week ahead.

Perhaps KK's analyst looks at M-T as days when folks are going to fill up coz they need to. They will not seek out a cheaper price due to traffic or time constraints.

Friday evenings (yes, there's traffic) is to prepare for the weekend and Sundays for the week. Perhaps, like me, check the oil, brake fluid and transmission fluid for any top ups.

Bottomline: KK must be selling lots of fuel. Volume over margins. I hope KK signs up lots of K-Card holders during this period.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#1046 Posted : Monday, November 14, 2016 5:38:07 PM
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Joined: 1/3/2007
Posts: 18,055
Location: Nairobi
Perhaps Ohana knew [Mossad mambo Applause Applause Applause ] that oil prices wouldn't stay high!
http://finance.yahoo.com...ocial-sh&soc_trk=tw

I was worried when oil hit $50 since it impacts the cash/loan tied up in fuel stocks but as prices drop it help KK save on interest payments by REDUCING the amount of loans required.

I do NOT think KK can go debt-free by 31 Dec 2016 though the volumes sold for the same amount of debt [as of 31 Dec 2015] will probably go up.

I expect great numbers from KK for FY 2016. There will be a non-cash provision for KPRL as indicated during the 1H commentary. KK will be very strong going into 2017.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Aguytrying
#1047 Posted : Monday, November 14, 2016 9:02:02 PM
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Joined: 7/11/2010
Posts: 5,040
Yaani kk trades at 12 bob nowadays and that's OK. Thats normal. Loving it
The investor's chief problem - and even his worst enemy - is likely to be himself
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mlennyma
#1048 Posted : Monday, November 14, 2016 9:28:23 PM
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Location: nairobi
Aguytrying wrote:
Yaani kk trades at 12 bob nowadays and that's OK. Thats normal. Loving it

Kk trades at 12 with very big demand orders hanging at 12-12.10 for about a week with no one intested to fill them,i think those who used to negotiate hidden huge offers are not getting willing sellers forcing them to try in the open market
"Don't let the fear of losing be greater than the excitement of winning."
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muganda
#1049 Posted : Monday, November 14, 2016 10:12:08 PM
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Joined: 9/15/2006
Posts: 3,901
mlennyma wrote:
Aguytrying wrote:
Yaani kk trades at 12 bob nowadays and that's OK. Thats normal. Loving it

Kk trades at 12 with very big demand orders hanging at 12-12.10 for about a week with no one intested to fill them,i think those who used to negotiate hidden huge offers are not getting willing sellers forcing them to try in the open market


WOW!
Now in top 3 in liquidity ratio as per recent CMA statistics.
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mlennyma
#1050 Posted : Tuesday, November 15, 2016 3:23:09 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,175
Location: nairobi
Market Depth

KENO - KENOLKOBIL LTD
Demand Qty


200000 - 12.25
783200 - 12.20
577100 - 12.15
598000 - 12.10
9000 - 12.05

Supply Qty

1700 - 12.40
2100 - 12.45
11700 - 12.50
100 - 12.60
25100 - 12.75


Open 12.10 High 12.40 Change 0.00
Close 12.20 Low 12.10 LTT
"Don't let the fear of losing be greater than the excitement of winning."
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Kausha
#1051 Posted : Tuesday, November 15, 2016 5:05:03 PM
Rank: Member


Joined: 2/8/2007
Posts: 808
mlennyma wrote:
Market Depth

KENO - KENOLKOBIL LTD
Demand Qty


200000 - 12.25
783200 - 12.20
577100 - 12.15
598000 - 12.10
9000 - 12.05

Supply Qty

1700 - 12.40
2100 - 12.45
11700 - 12.50
100 - 12.60
25100 - 12.75


Open 12.10 High 12.40 Change 0.00
Close 12.20 Low 12.10 LTT

There is demand between 7-10m shares that cannot be met. Any positive news on this stock will cause it to rally.
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mlennyma
#1052 Posted : Tuesday, November 15, 2016 5:16:14 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,175
Location: nairobi
Kausha wrote:
mlennyma wrote:
Market Depth

KENO - KENOLKOBIL LTD
Demand Qty


200000 - 12.25
783200 - 12.20
577100 - 12.15
598000 - 12.10
9000 - 12.05

Supply Qty

1700 - 12.40
2100 - 12.45
11700 - 12.50
100 - 12.60
25100 - 12.75


Open 12.10 High 12.40 Change 0.00
Close 12.20 Low 12.10 LTT

There is demand between 7-10m shares that cannot be met. Any positive news on this stock will cause it to rally.

This big piles of demand come from investors who have carried out thorough analysis including even visiting the company physically
"Don't let the fear of losing be greater than the excitement of winning."
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obiero
#1053 Posted : Tuesday, November 15, 2016 5:40:47 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,475
Location: nairobi
mlennyma wrote:
Kausha wrote:
mlennyma wrote:
Market Depth

KENO - KENOLKOBIL LTD
Demand Qty


200000 - 12.25
783200 - 12.20
577100 - 12.15
598000 - 12.10
9000 - 12.05

Supply Qty

1700 - 12.40
2100 - 12.45
11700 - 12.50
100 - 12.60
25100 - 12.75


Open 12.10 High 12.40 Change 0.00
Close 12.20 Low 12.10 LTT

There is demand between 7-10m shares that cannot be met. Any positive news on this stock will cause it to rally.

This big piles of demand come from investors who have carried out thorough analysis including even visiting the company physically

Hehe.. Physical visit

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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heri
#1054 Posted : Wednesday, November 16, 2016 8:20:55 AM
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Joined: 9/14/2011
Posts: 834
Location: nairobi
@Kausha, @ mlennyma @VituVingiSana what you do estimate as the EPS at year end?
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VituVingiSana
#1055 Posted : Wednesday, November 16, 2016 8:44:52 AM
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Joined: 1/3/2007
Posts: 18,055
Location: Nairobi
heri wrote:
@Kausha, @ mlennyma @VituVingiSana what you do estimate as the EPS at year end?

2/- [after adding back the one-time provision for KPRL]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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heri
#1056 Posted : Wednesday, November 16, 2016 8:52:06 AM
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Location: nairobi
VituVingiSana wrote:
heri wrote:
@Kausha, @ mlennyma @VituVingiSana what you do estimate as the EPS at year end?

2/- [after adding back the one-time provision for KPRL]


Thanks . I was thinking the current PE is too high at 16.45 .i had to offload my KK shares in June to fund some project but i have to get some shares at current prices now that i can spare some few shillings

has Total always traded at half the PE of KK?
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VituVingiSana
#1057 Posted : Wednesday, November 16, 2016 9:03:56 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,055
Location: Nairobi
heri wrote:
VituVingiSana wrote:
heri wrote:
@Kausha, @ mlennyma @VituVingiSana what you do estimate as the EPS at year end?

2/- [after adding back the one-time provision for KPRL]


Thanks . I was thinking the current PE is too high at 16.45 .i had to offload my KK shares in June to fund some project but i have to get some shares at current prices now that i can spare some few shillings

has Total always traded at half the PE of KK?

Get KK's 1H results and read the commentary from the website. That should help you make a better decision. I am in. If I had more (long-term) cash, I would buy more.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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heri
#1058 Posted : Wednesday, November 16, 2016 9:54:25 AM
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Ericsson
#1059 Posted : Wednesday, November 16, 2016 10:11:30 AM
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Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
Shell says on Sunday 20th November they will sell v-power at the price of unleaded
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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mlennyma
#1060 Posted : Wednesday, November 16, 2016 10:30:22 AM
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Joined: 7/21/2010
Posts: 6,175
Location: nairobi
heri wrote:
http://www.kenolkobil.com/uploads/1/3/3/9/13398397/kenolkobil_update_-_october_2016.pdf

this could be the genesis of the big buy orders of high networth investors who pass through kestrel capital
"Don't let the fear of losing be greater than the excitement of winning."
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