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Kenol Kobil deal off!
mwekez@ji
#121 Posted : Wednesday, July 10, 2013 12:55:21 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
@hisah, to 10, to<8



#Noted. Counter is oversold
Kausha
#122 Posted : Wednesday, July 10, 2013 2:44:09 PM
Rank: Member


Joined: 2/8/2007
Posts: 808
@mweke, provided there is fuel in the kobil stations nobody cares. Look KPRL is junk metal which should be given to devki or sumra. I will believe Ohana fully.
mibbz
#123 Posted : Wednesday, July 10, 2013 3:12:54 PM
Rank: Member


Joined: 2/18/2011
Posts: 448
mwekez@ji wrote:
Kausha wrote:
For those who were at the kenol CP forum yesterday, you got an assurance from the Group CEO - Ohana that they will be profitable this year certainly.

On the article, it appears it's the work of the enemies. The OTS matters is before the ERC and will be resolved very shortly.

Although my selfish reason would be for the OTS matter not to be resolved. It just allows Kenol to import their fuel efficiently and bypass the KPC ullage and KPRL, saving the extra chums spent at KPRL for no value add.



Indeed it is your selfish call for the OTS matter not be resolved. We know KK cannot import fuel directly because of storage and working capital constraints. They are desperating hawking the KES 1.7B commercial paper and selling "idle assets" to finance working capital. The optimism painted by Ohana at CP forum yesterday is to lure you to give him the KES 1.7B



@mwekez@ji what if Ohana actually gets the 1.7Bil working capital,do you see an improvement in business resulting in catapulting this company and share from the abyss?
Aguytrying
#124 Posted : Wednesday, July 10, 2013 6:18:11 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
dunkang wrote:
King G wrote:
dunkang wrote:
someone is trying to bring KK down! The media obsession with this stock is now suspiscious(sp)!


smile

Every day they are planting a NEGATIVE story on KK

Everyday there is a NEW, BADLY RESEARCHED story.

This people want to finish @VVS


everyday there's a bad story, beating the the emotional limits of even the staunchest shareholders. the news has truths but effects of some can't be quantified yet.
its like a sell button being pressed everyday
The investor's chief problem - and even his worst enemy - is likely to be himself
murchr
#125 Posted : Wednesday, July 10, 2013 6:21:47 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Aguytrying wrote:
dunkang wrote:
King G wrote:
dunkang wrote:
someone is trying to bring KK down! The media obsession with this stock is now suspiscious(sp)!


smile

Every day they are planting a NEGATIVE story on KK

Everyday there is a NEW, BADLY RESEARCHED story.

This people want to finish @VVS


everyday there's a bad story, beating the the emotional limits of even the staunchest shareholders. the news has truths but effects of some can't be quantified yet.
its like a sell button being pressed everyday


Someshark wants to get in cheap...anyone with the latest shareholder numbers?
"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
.
mwekez@ji
#126 Posted : Wednesday, July 10, 2013 8:20:24 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
mibbz wrote:
mwekez@ji wrote:
Kausha wrote:
For those who were at the kenol CP forum yesterday, you got an assurance from the Group CEO - Ohana that they will be profitable this year certainly.

On the article, it appears it's the work of the enemies. The OTS matters is before the ERC and will be resolved very shortly.

Although my selfish reason would be for the OTS matter not to be resolved. It just allows Kenol to import their fuel efficiently and bypass the KPC ullage and KPRL, saving the extra chums spent at KPRL for no value add.



Indeed it is your selfish call for the OTS matter not be resolved. We know KK cannot import fuel directly because of storage and working capital constraints. They are desperating hawking the KES 1.7B commercial paper and selling "idle assets" to finance working capital. The optimism painted by Ohana at CP forum yesterday is to lure you to give him the KES 1.7B


@mwekez@ji what if Ohana actually gets the 1.7Bil working capital,do you see an improvement in business resulting in catapulting this company and share from the abyss?


Its important that he gets the working capital otherwise all work stops. Then he'll need to translate the work to profits which i believe he can do. he'll need to adopt right strategies and create good relations with all industry players. if that happens, share price will also do well. .... waiting to see via HY13 results what state segman has left KK. if its in ICU, like media are purporting, ....
mwekez@ji
#127 Posted : Wednesday, July 10, 2013 8:39:32 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Today foreigners were buying and selling to each other ... locals are scared stiff!!!
mwekez@ji
#128 Posted : Wednesday, July 10, 2013 8:54:05 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
mwekez@ji wrote:
Today foreigners were buying and selling to each other ... locals are scared stiff!!!

Foreign buys - 93.0%
Foreign sales - 91.2%
mwekez@ji
#129 Posted : Wednesday, July 10, 2013 11:29:49 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
KenolKobil suffers credit rate downgrade http://www.businessdailyafrica....4/-/ic8fj1z/-/index.html
hisah
#130 Posted : Thursday, July 11, 2013 4:09:56 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
mwekez@ji wrote:
KenolKobil suffers credit rate downgrade http://www.businessdailyafrica....4/-/ic8fj1z/-/index.html

I am reminded of one oil stock called BP back in April 2010 after the gulf oil spill. The negative news deluge caused a massive shakeout. KK is experiencing a similar setup. If H1 results come in badly, more will get spooked. Looking forward to that period. The fear gauge is getting overloaded...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#131 Posted : Thursday, July 11, 2013 4:18:31 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
mwekez@ji wrote:
@hisah, to 10, to<8



#Noted. Counter is oversold

5yr comparison. Getting oversold too. Meaning capitulation has taken many to the cleaners... Also note the volume spike.




$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
FUNKY
#132 Posted : Thursday, July 11, 2013 8:58:38 AM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,635
maina20
#133 Posted : Thursday, July 11, 2013 9:01:39 AM
Rank: Member


Joined: 7/21/2010
Posts: 249
Location: nairobi
hisah wrote:
mwekez@ji wrote:
KenolKobil suffers credit rate downgrade http://www.businessdailyafrica....4/-/ic8fj1z/-/index.html

I am reminded of one oil stock called BP back in April 2010 after the gulf oil spill. The negative news deluge caused a massive shakeout. KK is experiencing a similar setup. If H1 results come in badly, more will get spooked. Looking forward to that period. The fear gauge is getting overloaded...


Expect a positive half year results.....u can take this to the bank...
..desire to succeed is always fighting with fear of failure..
dunkang
#134 Posted : Thursday, July 11, 2013 9:07:32 AM
Rank: Elder


Joined: 6/2/2011
Posts: 4,818
Location: -1.2107, 36.8831
Every morning, all newspapers KeKe!
Kwani KeKe ni ya mama zenyu!

Laughing out loudly Laughing out loudly
Receive with simplicity everything that happens to you.” ― Rashi

mkeiyd
#135 Posted : Thursday, July 11, 2013 9:16:36 AM
Rank: Veteran


Joined: 3/26/2012
Posts: 1,182
dunkang wrote:
Every morning, all newspapers KeKe!
Kwani KeKe ni ya mama zenyu!

Laughing out loudly Laughing out loudly


This is getting farcical. KK, KK, KK,it's like KK is BD's breakfast.
Jamani
#136 Posted : Thursday, July 11, 2013 9:50:38 AM
Rank: Elder


Joined: 9/12/2006
Posts: 1,554
@dunkang seems someone is trying hard to hit the total man.
mwekez@ji
#137 Posted : Thursday, July 11, 2013 10:01:43 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
youcan'tstopusnow wrote:
mlennyma wrote:
If the news is true,why are you allergic to true news?its only bad if the news were a fabrication,and kk has never come out to complain anyway...but wazua has kk's spokesmen.

Hear, hear.

guru267
#138 Posted : Thursday, July 11, 2013 11:12:31 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
maina20 wrote:
hisah wrote:
mwekez@ji wrote:
KenolKobil suffers credit rate downgrade http://www.businessdailyafrica....4/-/ic8fj1z/-/index.html

I am reminded of one oil stock called BP back in April 2010 after the gulf oil spill. The negative news deluge caused a massive shakeout. KK is experiencing a similar setup. If H1 results come in badly, more will get spooked. Looking forward to that period. The fear gauge is getting overloaded...


Expect a positive half year results.....u can take this to the bank...


@maina you are probably in for a rude shock!! Sorry in advance...
Mark 12:29
Deuteronomy 4:16
selah
#139 Posted : Thursday, July 11, 2013 12:08:17 PM
Rank: Elder


Joined: 10/13/2009
Posts: 1,950
Location: in kenya
dunkang wrote:
Every morning, all newspapers KeKe!
Kwani KeKe ni ya mama zenyu!

Laughing out loudly Laughing out loudly


smile
'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
Aguytrying
#140 Posted : Thursday, July 11, 2013 1:37:13 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
selah wrote:
dunkang wrote:
Every morning, all newspapers KeKe!
Kwani KeKe ni ya mama zenyu!

Laughing out loudly Laughing out loudly


smile


“The company’s problems are seen to be much bigger than anticipated. Investors who had been willing to hold onto the share initially are now losing their will to hang on, following the series of bad reports on the counter,” said Suntra Investment Bank’s head of research Johnson Nderi.

"everyday there's a bad story, beating the the emotional limits of even the staunchest shareholders. the news has truths but effects of some can't be quantified yet.
its like a sell button being pressed everyday" said Aguy, Wazua.


I note that credit rating was done in june, what a perfect time to release it to the public
The investor's chief problem - and even his worst enemy - is likely to be himself
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