KK makes money through the entire chain. As @Stocksmaster pointed out & said many times in this forum... volumes beget 'lower' costs per unit & KK is pushing that through Deal Poa.

It's a virtuous cycle for KK. Volumes allow 'cheaper' fuel which it pushes through using Deal Poa which increases volumes... [All relative to other players]

The 'middlemen' or smaller OMCs are dying. KK remains an active seller in the Wholesale Market but it favors its RETAIL sales i.e. push more volumes through KK stations for higher margins than sell to middlemen.

An interesting phenomenon is that Petrol Stations in Nairobi are not increasing in number/density since land prices have jumped. This means the EXISTING stations can sell more at lower cost/unit...

All-in-all KK will have a great 2011 but 2012 looks even better as others 'die' off! I am sure the market share for KK will jump to 30% in 2012...

i have been a trader of Total kenya for the last 4 years always buying at 28 and selling just before the books close at 33. This has always worked for me apart from thom this trend where it dropped to 26 when i had bought quite a volume at post 28. I cut down on the losses by buying more only for it to drop more.
I am proud to declare here that i made a loss by selling at 25.00 and i dont know where this share will end up.

Where is that info from? Is it a regulation/law? Please let us know.

*Unless it is an acquisition not organic growth which in KK's case is the case*

@vvs this is the thinking at the Monopolies dept. which is now an authority under the Competition Act during the total takeover of chevron they said the big five controlled 84% so anyone above 25% market share will create competition concerns

Anyone in total will be interested in this- read carefully


Total SA (FP) says it’s confident of a “big find” in Kenya as France’s largest oil company makes East Africa a focus of investments in exploration.

“We are going there because we believe in it,” said Jacques Marraud des Grottes, head of Africa exploration and production for the Paris-based Total. The company is considering acquiring more permits in the Democratic Republic of Congo, or DRC, and could complete a deal to buy a share in Ugandan fields “very soon,” he said.

East Africa could hold more than 10 billion barrels of oil equivalent, according to a Total strategy outlook given in London today that said the company is creating a “new pole in a promising area.”

http://www.bloomberg.com...old-oil-discoveries.html

Yeah. True that. But how will a 'big find' affect the fortunes of the two listed companies?