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259 Pages«<184185186187188>»
KENOL KOBIL .... 2012
Jamani
#1851 Posted : Sunday, September 09, 2012 7:39:02 PM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
mwekez@ji
#1852 Posted : Sunday, September 09, 2012 7:40:09 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
guru267 wrote:
VituVingiSana wrote:

All that said... KK will remain profitable & so being a shareholder in an expanded KK is not a bad idea.


Whatever is going on with the hedging and exchange losses greatly threatens profitability going forward!



@guru, read the profit warning and H1 2012 results and note that the negative factors have now been booked.

Its in black and white that, going forward, the management is optimistic. Watch KK make money in H2 2012!
mwekez@ji
#1853 Posted : Sunday, September 09, 2012 7:51:16 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Aguytrying wrote:
Since this is like poker now, i wonder what card KK management have up their sleeve.
They must have anticipated what will happen with this news, and related it with the take over Think.

I also noted (though it might be nothing) the talk of a full takeover has disappeared from the media and KK as well. Like in half yr results, Segman used the word "strategic investor"...


The takeover is ON, good thing. KK has all along referred to Puma as a strategic investor. And indeed Puma is a strategic investor when you consider the value it will add to KK
mwekez@ji
#1854 Posted : Sunday, September 09, 2012 7:56:52 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
youcan'tstopusnow wrote:
mwekez@ji on 18th July 2012 wrote:
youcan'tstopusnow wrote:
Looks like kutakuwa na a lot of bumps before this deal is done and dusted...


Agreed

... KK should now drop the H1 results bomb to scare the hell out of people. Wouldn't mind another good buying opportunity


Ask and you shall be givensmile


smile Waiting for 9.30am with a good arsenal to buy the extreme fear. Time to get greedy.
guru267
#1855 Posted : Sunday, September 09, 2012 7:59:41 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
mwekez@ji wrote:
Watch KK make money in H2 2012!


You are setting yourself up for serious heartache and ulcers!!

I have issues with a management that burns 30% of shareholder funds in a hedging experiment! Im out first thing tomorrow because my reason for holding KK was not the puma buyout!

NEVER EVER EVER EVER EVER EVER EVER EVER EVER EVER EVER EVER be married to a stock!!!
Mark 12:29
Deuteronomy 4:16
mwekez@ji
#1856 Posted : Sunday, September 09, 2012 8:10:16 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
guru267 wrote:
Im out first thing tomorrow


Good bye mate. Too bad you are exiting at such a time when there is material negative news. 10% rule is waived. We'll bid you at the bottom of the barrel.

Havent heard from @stocksmaster, he has a significant holding at this counter

.
ayus
#1857 Posted : Sunday, September 09, 2012 8:41:56 PM
Rank: Hello

Joined: 7/9/2012
Posts: 8
Got out after was told of the major hedging loss also word is the deal poa was to get a market share to make it an attractive buy for puma.
murchr
#1858 Posted : Sunday, September 09, 2012 9:17:25 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
ayus wrote:
Got out after was told of the major hedging loss also word is the deal poa was to get a market share to make it an attractive buy for puma.



Are you hinting that there was some insider info that u had?
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
VituVingiSana
#1859 Posted : Monday, September 10, 2012 12:03:29 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
guru267 wrote:
mwekez@ji wrote:
Watch KK make money in H2 2012!


You are setting yourself up for serious heartache and ulcers!!

I have issues with a management that burns 30% of shareholder funds in a hedging experiment! Im out first thing tomorrow because my reason for holding KK was not the puma buyout!

OK. Which broker do you use? How many do you want to sell? What price?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
guru267
#1860 Posted : Monday, September 10, 2012 3:20:39 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
guru267 wrote:
mwekez@ji wrote:
Watch KK make money in H2 2012!


You are setting yourself up for serious heartache and ulcers!!

I have issues with a management that burns 30% of shareholder funds in a hedging experiment! Im out first thing tomorrow because my reason for holding KK was not the puma buyout!

OK. Which broker do you use? How many do you want to sell? What price?


Dyer & Blair!
55,500units
13.50bob
@9.30am
Mark 12:29
Deuteronomy 4:16
259 Pages«<184185186187188>»
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