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KENOL KOBIL .... 2012
the deal
#81 Posted : Friday, April 27, 2012 1:37:01 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Apart from my lunch box, expect KK to do well especially in the 2H 2012 now that the Shilling is stable, they also added 2 new trading desks...the trading desks are pushing crazy volumes but the margins are low on that business segment..the subsidiaries are also doing very well with high cargo volumes being experienced in TZ. The group is making progress on getting a strategic investor...he will dilute us but he will have to buy at a higher price so no RIGHTS ISSUE.
QW25091985
#82 Posted : Friday, April 27, 2012 1:46:23 PM
Rank: User


Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
the deal wrote:
Apart from my lunch box, expect KK to do well especially in the 2H 2012 now that the Shilling is stable, they also added 2 new trading desks...the trading desks are pushing crazy volumes but the margins are low on that business segment..the subsidiaries are also doing very well with high cargo volumes being experienced in TZ. The group is making progress on getting a strategic investor...he will dilute us but he will have to buy at a higher price so no RIGHTS ISSUE.


there was lunch ? Sad i missed.
jerry
#83 Posted : Friday, April 27, 2012 3:12:15 PM
Rank: Elder


Joined: 9/29/2006
Posts: 2,570
Is bk clsr today or Mon 30th?
The opposite of courage is not cowardice, it's conformity.
2012
#84 Posted : Friday, April 27, 2012 3:24:41 PM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
jerry wrote:
Is bk clsr today or Mon 30th?


Isn't the AGM today? If it is, then they closed yesterday.

BBI will solve it
:)
QW25091985
#85 Posted : Friday, April 27, 2012 3:32:12 PM
Rank: User


Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
Haki hiyo nine bob nime ingoja.
Missed the bus last time so amnt missing it dis time. Word !!!!!
VituVingiSana
#86 Posted : Friday, April 27, 2012 7:59:20 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,107
Location: Nairobi
2012 wrote:
jerry wrote:
Is bk clsr today or Mon 30th?


Isn't the AGM today? If it is, then they closed yesterday.
It's confusing but I think it is 30th April according to my broker.

@thedeal - Thanks!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
maligumu
#87 Posted : Friday, April 27, 2012 8:03:15 PM
Rank: Member


Joined: 2/22/2010
Posts: 510
Location: De egg
@QW2 nine bob utawait mpaka u grow brown air na katabi (kwashiokor ). Sasa bro hii Coop yetu kwani si ndume.

Peace be with you
gatoho
#88 Posted : Friday, April 27, 2012 9:13:16 PM
Rank: Member


Joined: 1/1/2010
Posts: 511
Location: kandara, Murang'a
the deal wrote:
Apart from my lunch box, expect KK to do well especially in the 2H 2012 now that the Shilling is stable, they also added 2 new trading desks...the trading desks are pushing crazy volumes but the margins are low on that business segment..the subsidiaries are also doing very well with high cargo volumes being experienced in TZ. The group is making progress on getting a strategic investor...he will dilute us but he will have to buy at a higher price so no RIGHTS ISSUE.


Almost positive its you I saw at minute 3 of part 3 http://www.youtube.com/w...&feature=plpp_video
Foresight..
jerry
#89 Posted : Friday, April 27, 2012 10:35:17 PM
Rank: Elder


Joined: 9/29/2006
Posts: 2,570
VituVingiSana wrote:
2012 wrote:
jerry wrote:
Is bk clsr today or Mon 30th?


Isn't the AGM today? If it is, then they closed yesterday.
It's confusing but I think it is 30th April according to my broker.

@thedeal - Thanks!

thanks all. I managed to exit at 12.60 today after getting in at 9.30 on Dec 20, 2011. That's around 30pc nett! I can always join in later.
The opposite of courage is not cowardice, it's conformity.
Jamani
#90 Posted : Friday, April 27, 2012 10:52:33 PM
Rank: Elder


Joined: 9/12/2006
Posts: 1,554
jerry wrote:
VituVingiSana wrote:
2012 wrote:
jerry wrote:
Is bk clsr today or Mon 30th?


Isn't the AGM today? If it is, then they closed yesterday.
It's confusing but I think it is 30th April according to my broker.

@thedeal - Thanks!

thanks all. I managed to exit at 12.60 today after getting in at 9.30 on Dec 20, 2011. That's around 30pc nett! I can always join in later.


Kweli its a small market... you either had 900, 3000 or 8300.. or better still all of these... i bought additional today and from what i can see all that sold at 12.60 i took... and many more below that...
jerry
#91 Posted : Friday, April 27, 2012 11:09:43 PM
Rank: Elder


Joined: 9/29/2006
Posts: 2,570
Jamani wrote:
jerry wrote:
VituVingiSana wrote:
2012 wrote:
jerry wrote:
Is bk clsr today or Mon 30th?


Isn't the AGM today? If it is, then they closed yesterday.
It's confusing but I think it is 30th April according to my broker.

@thedeal - Thanks!

thanks all. I managed to exit at 12.60 today after getting in at 9.30 on Dec 20, 2011. That's around 30pc nett! I can always join in later.


Kweli its a small market... you either had 900, 3000 or 8300.. or better still all of these... i bought additional today and from what i can see all that sold at 12.60 i took... and many more below that...

@Jamani. It wasn't much, 4,200 shares only and unless my broker erred(not reporting accurately) SMS says "..., we have today sold, 4200 KENO at 12.60. ..."
The opposite of courage is not cowardice, it's conformity.
jerry
#92 Posted : Friday, April 27, 2012 11:16:49 PM
Rank: Elder


Joined: 9/29/2006
Posts: 2,570
Above SMS came in today 27, April at 17:51:26.
The opposite of courage is not cowardice, it's conformity.
Aguytrying
#93 Posted : Sunday, April 29, 2012 8:40:12 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
I'm also confused. I thought book closure was 30th April on monday.

@jamani. Why would you buy now at 12.60, possibly ex-dividend???? It will come down hard. I will be waiting for it down there to add and add.
The investor's chief problem - and even his worst enemy - is likely to be himself
Jamani
#94 Posted : Sunday, April 29, 2012 9:11:56 AM
Rank: Elder


Joined: 9/12/2006
Posts: 1,554
Aguytrying wrote:
I'm also confused. I thought book closure was 30th April on monday.

@jamani. Why would you buy now at 12.60, possibly ex-dividend???? It will come down hard. I will be waiting for it down there to add and add.


Good Question, well i had some funds left (change) after getting some picks and decided to get KK to fill up my count and make it look good.... my total KK buy average still stands at somewhere below or near 9.6... I have funds set aside to buy ex....
Hunderwear
#95 Posted : Sunday, April 29, 2012 9:17:13 PM
Rank: Member


Joined: 4/14/2011
Posts: 639
ERC wants to control gas prices according to a story on standard..another boon for KK?what do you think guys
youcan'tstopusnow
#96 Posted : Sunday, April 29, 2012 9:22:27 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Hunderwear wrote:
ERC wants to control gas prices according to a story on standard..another boon for KK?what do you think guys

Hehe. I don't see another 'Deal Poa' scenario hapasmile
GOD BLESS YOUR LIFE
VituVingiSana
#97 Posted : Monday, April 30, 2012 11:11:27 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,107
Location: Nairobi
Hunderwear wrote:
ERC wants to control gas prices according to a story on standard..another boon for KK?what do you think guys
KK is building storage all over the country. If the price controls make it prohibitive (financing storage capacity increase) then they will stop... leading to shortages!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Aguytrying
#98 Posted : Monday, April 30, 2012 1:47:03 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
thisis not where i get confused between being an investor and a customer.
the margins for lpg are too high. id be happy if they came down.
The investor's chief problem - and even his worst enemy - is likely to be himself
Aguytrying
#99 Posted : Monday, April 30, 2012 1:51:29 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
thisis not where i get confused between being an investor and a customer.
the margins for lpg are too high. id be happy if they came down.
The investor's chief problem - and even his worst enemy - is likely to be himself
VituVingiSana
#100 Posted : Monday, April 30, 2012 2:07:30 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,107
Location: Nairobi
Aguytrying wrote:
thisis not where i get confused between being an investor and a customer.
the margins for lpg are too high. id be happy if they came down.

The problem is that whereas competition should be the primary driver in lower prices... controls will reduce the incentive to build new infranstructure.

KK borrows at 18-25% [based on the CP rates as well as bank financing] then has to make a reasonable margin to cover forex risks, labor, etc before making a profit... Assuming low stock turnaround [coz LPG is shipped in] means a GPM of 50% is required...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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