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The KenolKobil 2015 pendulum
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:Ericsson wrote:http://www.businessdailyafrica.com/Corporate-News/Shell-s-sale-of-20pc-stake-completes-exit-from-Africa/539550-3501720-ypvh0rz/index.html
Shell is out completely from Africa except Egypt and South Africa.
Expect quality at shell petrol stations to go down Shell will try to "protect" its reputation by having some sort of controls in place. That said, I think it's just a matter of time until Shell takes it brand away from Vivo. Just a matter of time before this industry is totally dominated by the Indians and Somalis ie Gulf, Hashi etc Life is short. Live passionately.
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Rank: Member Joined: 8/14/2009 Posts: 244
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We have today hit ksh 15. Hope we hit ksh 17 by march/17
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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stock.enigma wrote:We have today hit ksh 15. Hope we hit ksh 17 by march/17
True @Stock.enigma the stock has reversed the consolidating temporary downward trend. 17 will be hit soon. Life is short. Live passionately.
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Rank: Elder Joined: 12/4/2009 Posts: 10,641 Location: NAIROBI
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stock.enigma wrote:We have today hit ksh 15. Hope we hit ksh 17 by march/17
VVS now you can calculate your gain for the year 2016 on KK  Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Ericsson wrote:stock.enigma wrote:We have today hit ksh 15. Hope we hit ksh 17 by march/17
VVS now you can calculate your gain for the year 2016 on KK Hii imejaribu kurally, but on what news??
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,060 Location: Nairobi
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obiero wrote:Ericsson wrote:stock.enigma wrote:We have today hit ksh 15. Hope we hit ksh 17 by march/17
VVS now you can calculate your gain for the year 2016 on KK Hii imejaribu kurally, but on what news??  It's OK. We don't need "insider news/information" when we have a quality firm! Fuel salesin 2016 are +20% (vs 2015) in Kenya [PIEA] for the industry which means KK's sales (& profits) will be up as well for 2016 vs 2015. I use KK stations and I have seen heart-warming lines/queues at the stations during Deal Poa. Furthermore, the stations look better and now sell K-Gas [always in stock]. Frankly, I do not need a rally in price. What I want is a rally in the profits! If Ohana keeps on doing what he did then is an EPS of 2.50 (+25%) possible for 2017? KK - 15/- Unga - 34.50 KenRe - 22.50 I&M - 90/- TPSEA - 20.50 Except for I&M [banks will take a hit in 2017] I think the rest will show gains in EPS for 2016 vs 2015. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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Crude prices going up up,what do we expect,deal poa crosses over to the new year and in other news huge volume moved today "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Crude oil price targets at $60 and an overshoot at $70. USDKES will be the stick in spokes here. If it breaks above 107 while oil price is rallying the entire NSE will catch a cold as inflation and a skidding economy combine for nasty effects in an election year. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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mlennyma wrote:Crude prices going up up,what do we expect,deal poa crosses over to the new year and in other news huge volume moved today None believers will watch this stock till 30 and live to tell the story to their grandchildren. Ingekuwa ingekuwa The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 1/3/2007 Posts: 18,060 Location: Nairobi
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Aguytrying wrote:mlennyma wrote:Crude prices going up up,what do we expect,deal poa crosses over to the new year and in other news huge volume moved today None believers will watch this stock till 30 and live to tell the story to their grandchildren. Ingekuwa ingekuwa 😂😂😂 in the meantime we can enjoy the dividends while we wait for 18-30. I think 20 by Dec 2018 + dividends Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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VituVingiSana wrote:Aguytrying wrote:mlennyma wrote:Crude prices going up up,what do we expect,deal poa crosses over to the new year and in other news huge volume moved today None believers will watch this stock till 30 and live to tell the story to their grandchildren. Ingekuwa ingekuwa 😂😂😂 in the meantime we can enjoy the dividends while we wait for 18-30. I think 20 by Dec 2018 + dividends I might board this bus
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,060 Location: Nairobi
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obiero wrote:VituVingiSana wrote:Aguytrying wrote:mlennyma wrote:Crude prices going up up,what do we expect,deal poa crosses over to the new year and in other news huge volume moved today None believers will watch this stock till 30 and live to tell the story to their grandchildren. Ingekuwa ingekuwa 😂😂😂 in the meantime we can enjoy the dividends while we wait for 18-30. I think 20 by Dec 2018 + dividends I might board this bus Do not bother. You stick with KQ but please fill up at KQ. Cash only. For credit talk to Vivo. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:Aguytrying wrote:mlennyma wrote:Crude prices going up up,what do we expect,deal poa crosses over to the new year and in other news huge volume moved today None believers will watch this stock till 30 and live to tell the story to their grandchildren. Ingekuwa ingekuwa 😂😂😂 in the meantime we can enjoy the dividends while we wait for 18-30. I think 20 by Dec 2018 + dividends I might board this bus Do not bother. You stick with KQ but please fill up at KQ. Cash only. For credit talk to Vivo. Bile
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:Aguytrying wrote:mlennyma wrote:Crude prices going up up,what do we expect,deal poa crosses over to the new year and in other news huge volume moved today None believers will watch this stock till 30 and live to tell the story to their grandchildren. Ingekuwa ingekuwa 😂😂😂 in the meantime we can enjoy the dividends while we wait for 18-30. I think 20 by Dec 2018 + dividends I might board this bus Do not bother. You stick with KQ but please fill up at KQ. Cash only. For credit talk to Vivo. Bile  KK has a new competitor?  Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:VituVingiSana wrote:Aguytrying wrote:mlennyma wrote:Crude prices going up up,what do we expect,deal poa crosses over to the new year and in other news huge volume moved today None believers will watch this stock till 30 and live to tell the story to their grandchildren. Ingekuwa ingekuwa 😂😂😂 in the meantime we can enjoy the dividends while we wait for 18-30. I think 20 by Dec 2018 + dividends I might board this bus If you didn't board yesterday, you need to board today. majuto ni mjukuu Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,060 Location: Nairobi
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Pesa Nane wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:Aguytrying wrote:mlennyma wrote:Crude prices going up up,what do we expect,deal poa crosses over to the new year and in other news huge volume moved today None believers will watch this stock till 30 and live to tell the story to their grandchildren. Ingekuwa ingekuwa 😂😂😂 in the meantime we can enjoy the dividends while we wait for 18-30. I think 20 by Dec 2018 + dividends I might board this bus Do not bother. You stick with KQ but please fill up at KQ. Cash only. For credit talk to Vivo. Bile KK has a new competitor? 😂😂😂 Didn't KQ want to be in the fuel business as well? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 8/10/2014 Posts: 955 Location: Kenya
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mlennyma wrote:Crude prices going up up,what do we expect,deal poa crosses over to the new year and in other news huge volume moved today If they go too high, volumes will decrease. With a controlled profit margin, volumes is the only way to make a fat profit. Then there is the foreign exchange rate part. Otherwise the company is well managed. They just need to steal a chunk of Total's market share
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Rank: Chief Joined: 1/3/2007 Posts: 18,060 Location: Nairobi
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Good news for KK as the pressure on ERC increases. http://www.businessdaily...0178-1cg6d9z/index.html KK can write back the amount as the cash comes in. This will not be allowed until 2018 coz of elections in 2017 but better late than never Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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kenol kobil decided to write off 3.1billion? is kenol trying to be government friendly by avoiding confrontations? if the others succeed will kenol be part of the deal?..but again how will this additional shilling help if marketers are still giving discounts?.meanwhile kenol emerged the best performing share in 2016 and analysts including me expect it to be attractive in 2017 "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 1/3/2007 Posts: 18,060 Location: Nairobi
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mlennyma wrote:kenol kobil decided to write off 3.1billion? is kenol trying to be government friendly by avoiding confrontations? if the others succeed will kenol be part of the deal?..but again how will this additional shilling help if marketers are still giving discounts?.meanwhile kenol emerged the best performing share in 2016 and analysts including me expect it to be attractive in 2017 I think it was 1.3bn for this matter BUT I could be wrong. There is also the KPC matter. Not trying to be "GoK-friendly" but if you haven't been paid for 15 years then take the provision and the tax benefit that comes with it. It seems Ohana isn't taking GoK to court as much as Segman did. That said, if KK is owed 1.3-3.1bn from GoK then it should fight until all doors are closed. Yes, they cannot ignore KK and pay the others since KK can also go to court citing the payments to the others. KK can always cut a deal with GoK and settle for less. If ERC is forced to add KES 0.10 - 1.00 to the price then KK will also benefit. The "extra" shilling per litre is pure profit [cash inflow] for KK. The Deal Poa can be increased to 6/- but for now KK can put it in its pocket & pay it to us as a dividend. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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