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Kenol Kobil HY 2011 - Profit Advice
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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VituVingiSana wrote:Dear @Stocksmaster, please delete your post. I am still a buyer & I do not want people to get moto moto over KK. Sincerely, VVS stocksmaster can do better than that. He should go ahead and scream "SELL SELL SELL" GOD BLESS YOUR LIFE
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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So price controls have zero effect on KK? Ama they have a positive effect  Can't wait to see the figures. Share seems stable above 10 for the first time in I don't know how long. GOD BLESS YOUR LIFE
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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VituVingiSana wrote:I am so glad KK did not rally...! I am very happy to get more shares cheaper! Now to find the cash... You might just get your wish granted. I think there are many speculators who rushed in after the news broke and this rally cannot be sustained. I don't see KK closing next week above 9.8/-. I managed to sell yesterday at +15%. I'm now awaiting it come down next week or the week after and board again.
BBI will solve it :)
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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2012 wrote:VituVingiSana wrote:I am so glad KK did not rally...! I am very happy to get more shares cheaper! Now to find the cash... You might just get your wish granted. I think there are many speculators who rushed in after the news broke and this rally cannot be sustained. I don't see KK closing next week above 9.8/-. I managed to sell yesterday at +15%. I'm now awaiting it come down next week or the week after and board again. @2012. Could you be a 'wishful thinker'? The opposite of courage is not cowardice, it's conformity.
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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jerry wrote:2012 wrote:VituVingiSana wrote:I am so glad KK did not rally...! I am very happy to get more shares cheaper! Now to find the cash... You might just get your wish granted. I think there are many speculators who rushed in after the news broke and this rally cannot be sustained. I don't see KK closing next week above 9.8/-. I managed to sell yesterday at +15%. I'm now awaiting it come down next week or the week after and board again. @2012. Could you be a 'wishful thinker'? I think I'm more than wishful. I can say without a doubt that 90% of the people buying now are speculators the rest are investors topping up. Speculators react while investors are proactive and we can all agree that this is reacting we also know that when you react you burn your fingers so my wisdom tells me to wait and collect the spoils.
BBI will solve it :)
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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2012 wrote:VituVingiSana wrote:I am so glad KK did not rally...! I am very happy to get more shares cheaper! Now to find the cash... You might just get your wish granted. I think there are many speculators who rushed in after the news broke and this rally cannot be sustained. I don't see KK closing next week above 9.8/-. I managed to sell yesterday at +15%. I'm now awaiting it come down next week or the week after and board again. @2012'rofo, Me like this. Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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@2012 u will have to wait until 2012 to pick KK @ 9.80...who knowa maybe 1H is +70%...LMAO.
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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@the deal,we are in bear until I dont know when! Banks bettered their results in excess of 80% and they still trade below their pre-cums,what is KK with her 70%? Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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My turn @ being analyst. KK FY2011 dividend..85cts/share. Why? Coz I say so!!
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Rank: New-farer Joined: 4/4/2011 Posts: 94 Location: Nairobi
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 stocksmaster wrote:the deal wrote:KK has no element of suprise thus it wont rally unless they suprise us with an interim dividend the share will remain stuck below 10 bob. The price rally that i forsee for the next 6 weeks will be based on investment logic, not surprise. The projected profit of more than 50% proves that price controls had no damage to this company.....and thats what has been holding back investors. By End of July, i forsee a minimum of 25% capital gains on this share. Happy hunting.
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Rank: Member Joined: 9/26/2006 Posts: 440 Location: CENTRAL PROVINCE
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Impunity wrote:@the deal,we are in bear until I dont know when!
Banks bettered their results in excess of 80% and they still trade below their pre-cums,what is KK with her 70%? It will be interesting to see wether the banks will maintain this stellar Q1 results by Q3.... Any person buying currently any share should be ready to hold for the next 18 months. Happy hunting.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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stocksmaster wrote:mwekez@ji wrote:youcan'tstopusnow wrote:mwekez@ji wrote:erifloss wrote:trizher wrote:
This is unreal....why put the announcement 1 and a half moons away?........any ideas?
I think it might be coz they are preparing to offer shares under ESOP soon as they had earlier announced and don't want an early drop in price if or when they release a timetable for the same due to dilution. Most ESOP have a lock in period of at least 3 years. KK ESOP is not likely to be an excemption to that lock in. In that case, the current share price will not be affected directly by the ESOP as the ESOP share be available for trading after the lock period They'll be getting a share of the dividends The dividend cake will have to be shared by many company owners. EPS & PE ratios will be affected. Definitely there will be dilution. At least if they create a lock in period, the ESOP shares will not drive down the share price in the medium term. If they dont create a good lock in period, this stock is doomed The Dilutional Effect on the issue of 140M ESOP shares is: 140M/1472M x 100% = 9.5% Half year 2011 vs Half Year 2010 (Net Profit) will be > 50%. If my shareholding is to be diluted at 9.5% so that employees are motivated to give me a return on my investment of > 50%, thats makes investment sense!! Am gaining > 40% in EPS, so how can the share be doomed? For the year 2011,this company if it maintains the momentum will be posting an EPS of between Ksh 2 - Ksh 2.2 and with its generous dividend policy, the total dividends for 2011 should be approximately between Ksh 0.75 - Ksh 1.00. As i posted earlier, any price below Ksh 15 for this share is a steal. My exit target for my sizeable KK holding is a price of Ksh 20 in March 2013 (100% capital gain in 20 months). Happy hunting. @stocksmaster, the profit growth of over 50% is great. If KK is able to maintain such growth it will be a very good thing. However, your advice on the buying price of KK is too high. If I get a buyer at such a price, I will happily sell all my remaining portion of KK. This share is currently experiencing a struggle to move past 10.50. Also do not brush off the 9.5% dilution as insignificant, time will tell that it is significant
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Rank: Member Joined: 6/21/2010 Posts: 514 Location: Nairobi
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@stockmaster, i'm with 2012 on this. Most of the play here is speculative & most of them are waiting for when the actual numbers will be out & that's when they'll dump this share. Though for a long term guy like you, you are better off. 'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
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Rank: Member Joined: 6/29/2006 Posts: 184
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Today im on the front row seat, where's my popcorn? The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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nahdy wrote:http://www.kenolkobil.com/index.php/component/content/article/58/254
KCB LOAR!!
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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How does one tell if people buying are speculators or investors? Are they labelled???...Lmao
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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the deal wrote:How does one tell if people buying are speculators or investors? Are they labelled???...Lmao was wondering the same thing, there are so many reasons to sell and so many kinds of traders to buy and sell. its hard to tell The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 4/22/2009 Posts: 2,863
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the deal wrote:How does one tell if people buying are speculators or investors? Are they labelled???...Lmao .....Very simple. When a person sees, from the sidelines, a share rallying......Its always convenient to conclude that the rally is as a result of "speculators" even when the reasons for the rally are in black and white. @deal......am sure you know how painful it is to miss the bus. IF YOU EXPECT ME TO POST ANYTHING POSITIVE ABOUT ASENO, YOU MAY AS WELL SIT ON A PIN
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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the deal wrote:How does one tell if people buying are speculators or investors? Are they labelled???...Lmao As I'd said earlier speculators react and investors are proactive. I'm not saying that all the people buying now are speculators but majority are and once results are announced they'll jump out before book closure. I used to do it with my friends so I would know. If you're a proper investor then you've done your research and are not bothered when the share price falls neither will you keep following the daily performance religiously by the minute while chewing your nails.
BBI will solve it :)
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