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mycool
#1 Posted : Wednesday, May 11, 2011 11:47:02 AM
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Joined: 4/30/2007
Posts: 92
Anyone?Pray
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cnn
#2 Posted : Wednesday, May 11, 2011 11:49:30 AM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,621
Price controls have hurt their first quarter numbers,sales volume down 19%,PBT down 11%.
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mwanahisa
#3 Posted : Wednesday, May 11, 2011 11:56:41 AM
Rank: Elder


Joined: 6/2/2008
Posts: 1,438
Anaemic results. As I have posted before Total cannot hold a candle to KK.

Operating Profits are down 29.04%
PBT - Down by 11.49%
PAT - Flat (only changed by +0.17%)

At this rate the projected EPS for the year will be Kshs 2.77 which will be a near 10% drop on last year's figures. Nonetheless Total is known for inconsistency, so this may yet change.

This one is not worth looking at until after they clear the debt they used to finance the purchase of Chevron assets or some other material change occurs. If looking for an investment in this sector, the best bet is KK who have projected strong results for the first Half of the Year.
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Gordon Gekko
#4 Posted : Wednesday, May 11, 2011 12:01:48 PM
Rank: Elder


Joined: 5/27/2008
Posts: 3,760
Very disappointing. Sales are flat - the price control thing should have had a positive effect on them.
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mkonomtupu
#5 Posted : Wednesday, May 11, 2011 12:03:43 PM
Rank: Veteran


Joined: 2/10/2010
Posts: 1,001
Location: River Road
Things will just get thick for Total with their heavy borrowing. I'm glad i exited
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selah
#6 Posted : Wednesday, May 11, 2011 12:14:30 PM
Rank: Elder


Joined: 10/13/2009
Posts: 1,950
Location: in kenya
I saw journalist,cameramen and pple who attended the press briefing being issued with goodies i.e umbrellas,T-shirts,bags and caps and I knew either it was a very good financial yr or a bad announcement but trying to beg for better coverage from the journos using the goodies.

I wonder how KK will fare in this market given its antagonistic strategies with the govt.
'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
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VituVingiSana
#7 Posted : Wednesday, May 11, 2011 12:22:55 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,221
Location: Nairobi
KK performs & pays good dividends not 'goodies'...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mwanahisa
#8 Posted : Wednesday, May 11, 2011 12:40:36 PM
Rank: Elder


Joined: 6/2/2008
Posts: 1,438
VituVingiSana wrote:
KK performs & pays good dividends not 'goodies'...


Well "spoken" VVS.

Just a snippet of info from the good ol' days. I just happened upon an old price list from the NSE dated June 26 2003.

Total traded at Kshs 41.75, while KENOL was traded at Kshs 200 (it has since split 100 fold - 1:10 in 2004 and another 1:10 in 2010), hence a an adjusted equivalent price of Kshs 2.

Now do the math and see why some of just love KK as compared to the sloth called Total. Our investment therein have surpassed even the much talked about Real Estate. Hass Consult are you listening to this?

Sometimes you can learn something from History.
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VituVingiSana
#9 Posted : Wednesday, May 11, 2011 12:43:55 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,221
Location: Nairobi
@mwanahisa - Some but not all not of my shares are from that period [Not 200/- but at 350/- & before the first 10:1 split]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Iborian
#10 Posted : Wednesday, May 11, 2011 4:05:16 PM
Rank: Member


Joined: 4/17/2009
Posts: 194
Total lost it some time back - pure and simple. But just maybe....it may find its way back with the additional muscle provided by the Caltex purchase. But methinks they paid TOO MUCH for it.
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Cde Monomotapa
#11 Posted : Thursday, May 12, 2011 7:43:01 AM
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Joined: 1/13/2011
Posts: 5,964
I believe it is un-fair to compare KK to Total (K). The former is a Pan-african Op whilst the latter is a foreign subsidiary confined to the Kenyan market with all its madness.
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For Sport
#12 Posted : Thursday, May 12, 2011 7:56:13 AM
Rank: Veteran


Joined: 12/23/2010
Posts: 1,229
Cde Monomotapa wrote:
I believe it is un-fair to compare KK to Total (K). The former is a Pan-african Op whilst the latter is a foreign subsidiary confined to the Kenyan market with all its madness.


the comparison is fair. Same industry. Same business. Same challenges
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Cde Monomotapa
#13 Posted : Thursday, May 12, 2011 8:02:10 AM
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Joined: 1/13/2011
Posts: 5,964
For Sport wrote:
Cde Monomotapa wrote:
I believe it is un-fair to compare KK to Total (K). The former is a Pan-african Op whilst the latter is a foreign subsidiary confined to the Kenyan market with all its madness.


the comparison is fair. Same industry. Same business. Same challenges

what about no. of countries of operation?and the different regulatory regimes?
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jerry
#14 Posted : Thursday, May 12, 2011 8:02:30 AM
Rank: Elder


Joined: 9/29/2006
Posts: 2,570
For Sport wrote:
Cde Monomotapa wrote:
I believe it is un-fair to compare KK to Total (K). The former is a Pan-african Op whilst the latter is a foreign subsidiary confined to the Kenyan market with all its madness.


the comparison is fair. Same industry. Same business. Same challenges

=>same, same, same...one is pan-african, the other Kenyan with Kenyan madness!
The opposite of courage is not cowardice, it's conformity.
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afra99
#15 Posted : Thursday, May 12, 2011 8:07:31 AM
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Joined: 4/15/2011
Posts: 2
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