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KENOL/KOBIL
VituVingiSana
#1231 Posted : Wednesday, January 26, 2011 9:30:00 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,380
Location: Nairobi
Pheonix is a small purchase for KK but the Tank/Storage facility near Jinja is key for expansion into East Uganda...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
2012
#1232 Posted : Wednesday, January 26, 2011 9:59:57 AM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
guru267 wrote:
@2012 I must say you really have balls to have 52% of your portfolio in KK.. I dont know if I should be impressed or worried??


Worried! It's not a good position to be in. Every time I bought into another counter I always somehowly topped up with KK until it has now reached this worrying stage.

BBI will solve it
:)
VituVingiSana
#1233 Posted : Wednesday, January 26, 2011 10:32:20 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,380
Location: Nairobi
2012 wrote:
guru267 wrote:
@2012 I must say you really have balls to have 52% of your portfolio in KK.. I dont know if I should be impressed or worried??


Worried! It's not a good position to be in. Every time I bought into another counter I always somehowly topped up with KK until it has now reached this worrying stage.
Chief... Be like Warren Buffett... buy if it looks good!

Chances are I bought some of your KK... [if you sold]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Aguytrying
#1234 Posted : Wednesday, January 26, 2011 11:32:19 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Whats are the risks of holding so much of kk? I like the company and think they have very bright future and growth prospects.
The investor's chief problem - and even his worst enemy - is likely to be himself
2012
#1235 Posted : Wednesday, January 26, 2011 1:14:34 PM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
Aguytrying wrote:
Whats are the risks of holding so much of kk?


Two things, the unknown and the unexpected.

BBI will solve it
:)
jerry
#1236 Posted : Wednesday, January 26, 2011 1:25:57 PM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
2012 wrote:
Aguytrying wrote:
Whats are the risks of holding so much of kk?


Two things, the unknown and the unexpected.

@2012. en what r the benefits/advantages? I've 45% in my portfolio at break even of 10/55.
The opposite of courage is not cowardice, it's conformity.
2012
#1237 Posted : Wednesday, January 26, 2011 6:31:32 PM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
jerry wrote:
2012 wrote:
Aguytrying wrote:
Whats are the risks of holding so much of kk?


Two things, the unknown and the unexpected.

@2012. en what r the benefits/advantages? I've 45% in my portfolio at break even of 10/55.


Currently everything seems to favour this counter and it's just a matter of time before the winds start blowing its sails northwards. I just have too many eggs in this basket and need to reduce. I think 45% is good though if you have not put too much money.

BBI will solve it
:)
erifloss
#1238 Posted : Wednesday, January 26, 2011 7:14:02 PM
Rank: Member

Joined: 6/21/2010
Posts: 514
Location: Nairobi
Aguytrying wrote:
company and think they have very bright future and growth prospects.
I do believe that they do have good prospects too though i do think its time they put new wine in the old wine skin in terms of management coz it seems their is monopoly of direction in that perspective.
'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
jerry
#1239 Posted : Wednesday, January 26, 2011 9:28:54 PM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
@2012, @erifloss. Thanks. With all the acquisitions I think kk may not give dividends for 2010. What do you think?
The opposite of courage is not cowardice, it's conformity.
VituVingiSana
#1240 Posted : Wednesday, January 26, 2011 10:10:40 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,380
Location: Nairobi
I am happy with KK's management... Smart & feisty... Only ones who took on GoK [KPC, MoE, KPRL]...

Maybe a little too much to chew at one time but crap happens!

IMHO, they will benefit the most from the deals they cut with MoE, KPC & KPRL...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
238 Pages«<122123124125126>»
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