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KENOL KOBIL .... 2012

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Museveni		#1921 Posted : Monday, September 10, 2012 4:03:29 PM
Rank: Member Joined: 8/16/2012 Posts: 661		hisah wrote: KenolKobil shares drop 8pc after half year loss - http://www.businessdaily.../-/453fe9z/-/index.html Where is BD getting the 8% price drop? VWAP closed at 13.15 which is 12.91% down... Depends on when the post was written . . Clearly before end of trading. Live and learn; and don’t forget, nothing ventured, nothing gained.
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mlennyma		#1922 Posted : Monday, September 10, 2012 4:06:39 PM
Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi		"Tafakari ya babu"before he died,he told me whenever i encounter a storm i should lie down and never attempt to run. "Don't let the fear of losing be greater than the excitement of winning."
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mwekez@ji		#1923 Posted : Monday, September 10, 2012 4:10:09 PM
Rank: Chief Joined: 5/31/2011 Posts: 5,121		In the same mind Samuel Gichori, senior analyst at NIC Securities said that Kenol’s recent investment in the regional markets has diversified its risk, adding that it still remains a growth stock compared to other players in the local market. “The drop in earnings reported last week in my view is not the source of concern because it was largely caused by a reduction in global fuel prices,” said Mr Gichori
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mwekez@ji		#1924 Posted : Monday, September 10, 2012 5:10:36 PM
Rank: Chief Joined: 5/31/2011 Posts: 5,121		#In the same mind I suspect Puma Energy will look through the KenolKobil H1 Earnings Outcome and focus on the News of the First significant gas found offshore Kenya at The Mbawa-1 well, around 70 kms off the coast of Malindi, which found about 52 metres of gas in its shallowest target as per Britain's Tullow Oil and Australia's Pancontinental Oil & Gas and which lends further Credence to My Theory that the Last Great Energy Prize is sitting offshore from Maputo through Mogadishu and all points in between. I think The Purchase of KenolKobil for Puma is all about Leveraging KenolKobil's Footprint but also about an astute and tangential Entry into a Red Hot Oil and Gas Sector on the East SeaBoard of Africa. Therefore, I stand by my Minimum Take Out Price for KenolKobil of 17.68 from May this Year. (Rich - 10.09.2012)
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murchr		#1925 Posted : Monday, September 10, 2012 6:13:02 PM
Rank: Elder Joined: 2/26/2012 Posts: 15,980		@Mwekez@ji my friend, if the take out price quoted in May was 17 then be very afraid. Times have changed. Between then and now there has been a court case by workers and the massive cash required by the workers to conclude the deal was not factored in by then, because ofcourse they want more and will get it. If the situation is not handled well, there is a big possibility that the 2 companies will not agree on terms. Lets keep watching tho "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 .
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Jamani		#1926 Posted : Monday, September 10, 2012 6:19:27 PM
Rank: Elder Joined: 9/12/2006 Posts: 1,554		mwekez@ji wrote: #In the same mind I suspect Puma Energy will look through the KenolKobil H1 Earnings Outcome and focus on the News of the First significant gas found offshore Kenya at The Mbawa-1 well, around 70 kms off the coast of Malindi, which found about 52 metres of gas in its shallowest target as per Britain's Tullow Oil and Australia's Pancontinental Oil & Gas and which lends further Credence to My Theory that the Last Great Energy Prize is sitting offshore from Maputo through Mogadishu and all points in between. I think The Purchase of KenolKobil for Puma is all about Leveraging KenolKobil's Footprint but also about an astute and tangential Entry into a Red Hot Oil and Gas Sector on the East SeaBoard of Africa. Therefore, I stand by my Minimum Take Out Price for KenolKobil of 17.68 from May this Year. (Rich - 10.09.2012) I am with you and stuck in there waiting for Pumas offer price
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kaifastus		#1927 Posted : Monday, September 10, 2012 6:20:40 PM
Rank: Member Joined: 8/17/2011 Posts: 207 Location: humu humu		mwekez@ji wrote: In the same mind Samuel Gichori, senior analyst at NIC Securities said that Kenol’s recent investment in the regional markets has diversified its risk, adding that it still remains a growth stock compared to other players in the local market. “The drop in earnings reported last week in my view is not the source of concern because it was largely caused by a reduction in global fuel prices,” said Mr Gichori The same samwuel had for a long time put a buy recomm..
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Jamani		#1928 Posted : Monday, September 10, 2012 6:22:11 PM
Rank: Elder Joined: 9/12/2006 Posts: 1,554		murchr wrote: @Mwekez@ji my friend, if the take out price quoted in May was 17 then be very afraid. Times have changed. Between then and now there has been a court case by workers and the massive cash required by the workers to conclude the deal was not factored in by then, because ofcourse they want more and will get it. If the situation is not handled well, there is a big possibility that the 2 companies will not agree on terms. Lets keep watching tho It must have been factored, how do you retrench without providing for the cost of retrenchment? Further to the court we learn a lot from the KQ case, precedent set..
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mlennyma		#1929 Posted : Monday, September 10, 2012 6:33:08 PM
Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi		And no funds for retrenchment unless puma pays a down payment i guess. "Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana		#1930 Posted : Monday, September 10, 2012 7:24:52 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,356 Location: Nairobi		guru267 wrote: 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 I was being greedy. I bid at 13 but someone beat me to it. Care to lower it to 13.10 tomorrow? Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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