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KENOL KOBIL .... 2012
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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guru267 wrote:cnn wrote:VituVingiSana wrote:guru267 wrote:I have finally said goodbye to this counter at an average of 13.85bob..
That is a commendable 25% over my average buy + commissions!
Now i wait to see how much the Guys waiting for puma will make from KK.. Let's note the date. You sold out at 13.85 on 10 Sep 2012. Let's see where we are headed from here! @vvs..at 13 bob you must be at least 25% up if you did not indulge at the levels KK has been trading after the trading suspension was lifted,why would you want to hold out for a take over bid whose timeline if ever is becoming increasingly blurred,and probably losing you opportunities elsewhere? Its a marriage thing! Gains are already locked in at >KShs 17. The agreement was signed way back. @guru you should know better than to sell based on an historical event. We are 2.5 Months into H2. Life is short. Live passionately.
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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hisah wrote:Sufficiently Philanga....thropic wrote:Jamani wrote:93.53% sell by foreigners Good entry point. Buying fear! Boss utachomeka... Don't fight the trend. The KK cartoon trend momentum is strongly downwards!
I was waiting to see the sell momentum in the afternoon especially from foreigners. And they've played it as expected. KK is now entering a no demand period.
Open at 15.10 closed at 13.15 - down - 12.91%. Volume - 3M. Speculators are still trapped... Don't fight the trend. What are the cartoons saying about synergies Puma's take over will present,the off shore gas find & its impact on power cost, interest rates & shilling strength going forward & effects of these to KK books? @SufficientlyP
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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sparkly wrote:Gains are already locked in at >KShs 17. The agreement was signed way back. @sparkly i really expected more from you. How can someone of your calibre think that any agreement was signed before due diligence was complete?? The days of arranged marriages are over! These days you get to know each other first before you say I DO! I hope for your sake and other KK shareholders that this deal goes through.. Because Segmans games have slashed KKs book value to 5bob! NEVER MARRY A STOCK. KEEP IT BUSINESS! Mark 12:29 Deuteronomy 4:16
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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VituVingiSana wrote:I have nothing against ROAR... It has done very well.
This is KKs second loss in 3 years Are you aware simba has promised shareholders a C.A.G.R in PAT of 30% for the next 7-8years with expansion into 5new markets.. Now That is the kind of growth i buy into! Those who want to buy into oil.. Here is something! www.acbnews.wordpress.co...ings-boost-from-oil-gas/"when you put in the element of oil and gas in this region, it has potentially the ability to increase our own growth by 20-30% for a period of another 7-8 years!" - (Joshua Oigara, CFO KCB group)Mark 12:29 Deuteronomy 4:16
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Sufficiently Philanga....thropic wrote:hisah wrote:Sufficiently Philanga....thropic wrote:Jamani wrote:93.53% sell by foreigners Good entry point. Buying fear! Boss utachomeka... Don't fight the trend. The KK cartoon trend momentum is strongly downwards!
I was waiting to see the sell momentum in the afternoon especially from foreigners. And they've played it as expected. KK is now entering a no demand period.
Open at 15.10 closed at 13.15 - down - 12.91%. Volume - 3M. Speculators are still trapped... Don't fight the trend. What are the cartoons saying about synergies Puma's take over will present,the off shore gas find & its impact on power cost, interest rates & shilling strength going forward & effects of these to KK books? If you look at fundamentals esp oil & gas, kk will expand and with puma onboard this will be accelerated. But for now the cartoon is not bullish. Wait for the fear to reach fever pitch - a huge volume will mark it. If I were puma, the lower the stock price, the better - discount galore. Capitalism can a bitch at times!$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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hisah wrote:Sufficiently Philanga....thropic wrote:hisah wrote:Sufficiently Philanga....thropic wrote:Jamani wrote:93.53% sell by foreigners Good entry point. Buying fear! Boss utachomeka... Don't fight the trend. The KK cartoon trend momentum is strongly downwards!
I was waiting to see the sell momentum in the afternoon especially from foreigners. And they've played it as expected. KK is now entering a no demand period.
Open at 15.10 closed at 13.15 - down - 12.91%. Volume - 3M. Speculators are still trapped... Don't fight the trend. What are the cartoons saying about synergies Puma's take over will present,the off shore gas find & its impact on power cost, interest rates & shilling strength going forward & effects of these to KK books? If you look at fundamentals esp oil & gas, kk will expand and with puma onboard this will be accelerated. But for now the cartoon is not bullish. Wait for the fear to reach fever pitch - a huge volume will mark it. If I were puma, the lower the stock price, the better - discount galore. Capitalism can a bitch at times! Exactly, why pay more anyway? "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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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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guru267 wrote:This is KKs second loss in 3 years Are you aware simba has promised shareholders a C.A.G.R in PAT of 30% for the next 7-8years with expansion into 5new markets.. Now That is the kind of growth i buy into! KK made a loss in the H1 2009 but made good profit in H2 2009 KK has delivered a 5 year CAGR in PAT of 40.71%. In the next 7-8years it will certainly outdo simba CAGR and regional expansion. Now this is the kind of growth i buy into!
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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guru267 wrote:@sparkly ... I hope for your sake and other KK shareholders that this deal goes through.. Because Segmans games have slashed KKs book value to 5bob!
The deal is ON! Am sure you also know it makes no sence to calculate book value on a company whose assets in the balance sheet are significantly understated due to the use of historical valuation. Watch KK value after revaluation!
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Puma Energy paid a total of $296 million in cash, subject to certain post-completion price adjustments, for all of BP’s interests in BP Namibia (100 per cent share), BP Botswana (100 per cent), BP Zambia (75 per cent), BP Malawi (50 per cent), and BP Tanzania (50 per cent). "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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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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murchr wrote:hisah wrote:Sufficiently Philanga....thropic wrote:hisah wrote:Sufficiently Philanga....thropic wrote:Good entry point. Buying fear! Boss utachomeka... Don't fight the trend. The KK cartoon trend momentum is strongly downwards!
I was waiting to see the sell momentum in the afternoon especially from foreigners. And they've played it as expected. KK is now entering a no demand period.
Open at 15.10 closed at 13.15 - down - 12.91%. Volume - 3M. Speculators are still trapped... Don't fight the trend. What are the cartoons saying about synergies Puma's take over will present,the off shore gas find & its impact on power cost, interest rates & shilling strength going forward & effects of these to KK books? If you look at fundamentals esp oil & gas, kk will expand and with puma onboard this will be accelerated. But for now the cartoon is not bullish. Wait for the fear to reach fever pitch - a huge volume will mark it. If I were puma, the lower the stock price, the better - discount galore. Capitalism can a bitch at times! Exactly, why pay more anyway? @murchir, why should the top 10 shareholders owning 75% of KK sell at a highly discounted price? Look at the fair value of KK, the regional prospects and KK position & prospects then answer
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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cnn wrote:VituVingiSana wrote:guru267 wrote:I have finally said goodbye to this counter at an average of 13.85bob..
That is a commendable 25% over my average buy + commissions!
Now i wait to see how much the Guys waiting for puma will make from KK.. Let's note the date. You sold out at 13.85 on 10 Sep 2012. Let's see where we are headed from here! @vvs..at 13 bob you must be at least 25% up if you did not indulge at the levels KK has been trading after the trading suspension was lifted,why would you want to hold out for a take over bid whose timeline if ever is becoming increasingly blurred,and probably losing you opportunities elsewhere? I read that for a share/firm with solid fundamentals (despite a one-off loss) for it to go from 10 to 20 it has to pass through 11, 12, 13, 14, 15, 16, 17, 18 & 19. The 25% is irrelevant. That is a traders perspective. I believe it will be 17 or higher. Possibly 20. WORST CASE: Puma pulls out. Price drops to 12/- but KK cuts back on Capital Expenditure & concentrates on its retail business (fuel, LPG), trading desk, sale of Addis Ababa property & limited (Kenya) real estate expansion. In 2013, we are back in business! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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I am back in at 13. *Happy Dance* Now time to sit & wait for 17 from Puma. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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If only u waited abit, its at 12 now "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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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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murchr wrote:If only u waited abit, its at 12 now That is a lie at 10.01am Your broker is conning you! He probably wants you to panic & sell. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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VituVingiSana wrote:murchr wrote:If only u waited abit, its at 12 now That is a lie at 10.01am Your broker is conning you! He probably wants you to panic & sell. I got out immediately after those workers went to court, If it gets to 8/- i might reconsider getting in. And it was trading at 12.65 "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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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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murchr wrote:VituVingiSana wrote:murchr wrote:If only u waited abit, its at 12 now That is a lie at 10.01am Your broker is conning you! He probably wants you to panic & sell. I got out immediately after those workers went to court, If it gets to 8/- i might reconsider getting in. And it was trading at 12.65 LOL, 200 at 12.65 does not make any difference! And not even close to 12. As for 8, keep on waiting! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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The last train to paris is boarding now.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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VituVingiSana wrote:murchr wrote:VituVingiSana wrote:murchr wrote:If only u waited abit, its at 12 now That is a lie at 10.01am Your broker is conning you! He probably wants you to panic & sell. I got out immediately after those workers went to court, If it gets to 8/- i might reconsider getting in. And it was trading at 12.65 LOL, 200 at 12.65 does not make any difference! And not even close to 12. As for 8, keep on waiting! Lolest 200 pia ni mali ya mtu "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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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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It appears QW wasnt alone on the other side... anyway how i wish that those prices went to levels as low as some of the guys are suggesting for me to load more
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