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KENOL KOBIL .... 2012
Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Continuance KENOL/KOBIL thread which has achieved a cool 2,380 posts and has since been closed. mwekez@ji attached the following image(s):  kk.jpg (4kb) downloaded 2 time(s).
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Rank: Veteran Joined: 3/26/2012 Posts: 1,182
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mwekez@ji wrote:Continuance KENOL/KOBIL thread which has achieved a cool 2,380 posts and has since been closed. 
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Will KK benefit from the TURKANA OIL?
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Rank: Elder Joined: 9/23/2010 Posts: 2,220 Location: Sundowner,Amboseli
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mwekez@ji wrote:Will KK benefit from the TURKANA OIL? At the very minimal from the bullish(positive) outlook. By the way, the stock markets ride on sentiment, and KK is at the heart of it! Otherwise there's a lot more to be done before we even get to production! In UG, oil was discovered in 2006 & until now, they have not reached production stage!you can read more here... http://www.businessdaily.../1/-/yk5xmm/-/index.html@SufficientlyP
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Rank: Member Joined: 9/9/2010 Posts: 546 Location: Garissa
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mwekez@ji wrote:Will KK benefit from the TURKANA OIL? It will benefit as they will be able to sell cheaper oil and thus higher quantities. However, this will be some years down the line. Wisdom to detect when share prices hit rock bottom.
When interest on bonds keep going up, you know the bear run is on high street. When interest on bonds start leveling, the bear has met the bull and they have hit rock bottom. When the interest rates on bonds start coming down, the bull has overpowered the bear and you better be riding the bull.
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Rank: New-farer Joined: 1/5/2011 Posts: 93
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yes!!! vision 2030.....  If you dont want to use plan B, have a good plan A.
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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Sure wrote:mwekez@ji wrote:Will KK benefit from the TURKANA OIL? It will benefit as they will be able to sell cheaper oil and thus higher quantities. However, this will be some years down the line. And again maybe not if they don't position themselves well. We know the Gov't and the guys drilling will have an upper hand. KK could lose from the lucrative monthly crude tendering and the gov't could maintain the margins the oil companies make the same. On the other hand we'll need to do something about our roads and put in place proper transport policies. I can't imagine the nightmare our roads would turn to if we had cheap fuel and everyone owning a car.
BBI will solve it :)
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Rank: Veteran Joined: 11/11/2006 Posts: 972 Location: Home
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mwekez@ji wrote:Continuance KENOL/KOBIL thread which has achieved a cool 2,380 posts and has since been closed. Hope it wont go the same way the SK threads went to oblivion. I expected a "ceremony" while archiving such a great thread.
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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The share has been on the rise today.
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Rank: Member Joined: 1/1/2010 Posts: 511 Location: kandara, Murang'a
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Somebody mentioned in the earlier thread of Total being the big winner in the Ug Oil, could this apply for Turkana too and does it explain the 10% surge today? Foresight..
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Rank: Member Joined: 11/24/2011 Posts: 833
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Rank: Elder Joined: 3/2/2009 Posts: 26,328 Location: Masada
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mwekez@ji wrote:Continuance KENOL/KOBIL thread which has achieved a cool 2,380 posts and has since been closed. Wapi @VVS/This is his brain grandchild...  Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Impunity wrote:mwekez@ji wrote:Continuance KENOL/KOBIL thread which has achieved a cool 2,380 posts and has since been closed. Wapi @VVS/This is his brain grandchild... Indeed. @VVS *applause*
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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gathinga wrote:Jamani wrote:youcan'tstopusnow wrote:Lets us wait and see if kesho there shall be a jump in turnover at the NSE... Keep your eyes on KK.... Should KK not suffer from this? KK business model is to import crude from Middle East, refine and distribute. With crude available locally that model is disrupted. Its not safe to assume that KK will be effective in carrying out the inevitable change in business model. We may need to study what happened to existing marketers when oil was discovered in Nigeria. @young et al, did OMCs benefit in Nigeria?
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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KK is pan-African not limited to Kenyan operations. The opposite of courage is not cowardice, it's conformity.
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Rank: Member Joined: 1/29/2011 Posts: 257
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tempted to sell KK at KSh 12.00+ and lock in 25%+ gains... and reboard when prices dip after books closure... just not sure how far down prices will dip... or if they will dip at all given the probable announcement of an interim dividend in 2-3 months... maybe better to hold and wait... Decisions, decisions...   "All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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earthvoice wrote:tempted to sell KK at KSh 12.00+ and lock in 25%+ gains... and reboard when prices dip after books closure... just not sure how far down prices will dip... or if they will dip at all given the probable announcement of an interim dividend in 2-3 months... maybe better to hold and wait... Decisions, decisions... If your target was 25% gain ..sell.If you think it is not worth the 12 bob..sell.Simple really.
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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earthvoice wrote:tempted to sell KK at KSh 12.00+ and lock in 25%+ gains... and reboard when prices dip after books closure... just not sure how far down prices will dip... or if they will dip at all given the probable announcement of an interim dividend in 2-3 months...maybe better to hold and wait... Decisions, decisions... and why would they be dishin out cash just like that ... sell this thing is coming back to nine bob !
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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QW25091985 wrote:earthvoice wrote:tempted to sell KK at KSh 12.00+ and lock in 25%+ gains... and reboard when prices dip after books closure... just not sure how far down prices will dip... or if they will dip at all given the probable announcement of an interim dividend in 2-3 months...maybe better to hold and wait... Decisions, decisions... and why would they be dishin out cash just like that ... sell this thing is coming back to nine bob ! Keep waiting.
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Rank: Member Joined: 1/29/2011 Posts: 257
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QW25091985 wrote:earthvoice wrote:tempted to sell KK at KSh 12.00+ and lock in 25%+ gains... and reboard when prices dip after books closure... just not sure how far down prices will dip... or if they will dip at all given the probable announcement of an interim dividend in 2-3 months...maybe better to hold and wait... Decisions, decisions... and why would they be dishin out cash just like that ... sell this thing is coming back to nine bob ! Well, to be fair, they did announce one (ID) in July last year... "All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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