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KenolKobil 1H13 swings into profit after tax of 147M
Rank: Elder Joined: 2/26/2012 Posts: 15,980
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hisah wrote:mwekez@ji wrote:BUY - A Year of Recovery via @GenghisCapital
BUY – Improving margins via @OldMutual
BUY - via @StandardInvestmentBank
BUY - via @KestrelCapital
BUY – via @ManyWazuans
SELL – via @the deal
…. the choice is all yours. all the very best CAUTION - via @hisah
This thing is still in dead water... FX games like KQ.
And worse many houses issuing the buy slogan... A call for slaughter. If it wasnt for cost cutting and fx games this stock would still be in the red. Now that crude has been over $100 and they are off the hedging games ... mmh! "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: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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murchr wrote:hisah wrote:mwekez@ji wrote:BUY - A Year of Recovery via @GenghisCapital
BUY – Improving margins via @OldMutual
BUY - via @StandardInvestmentBank
BUY - via @KestrelCapital
BUY – via @ManyWazuans
SELL – via @the deal
…. the choice is all yours. all the very best CAUTION - via @hisah
This thing is still in dead water... FX games like KQ.
And worse many houses issuing the buy slogan... A call for slaughter. If it wasnt for cost cutting and fx games this stock would still be in the red. The reason this stock is still afloat is because we are in a bull market. KK and KQ would be in very strange territory if this was 2011. Life is short. Live passionately.
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Rank: Elder Joined: 8/16/2011 Posts: 2,358
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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All ye talking of FX games here are still in the past, get in touch with the present
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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mwekez@ji wrote:All ye talking of FX games here are still in the past, get in touch with the present Do they buy crude in KES? "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:mwekez@ji wrote:All ye talking of FX games here are still in the past, get in touch with the present Do they buy crude in KES? Are they hedging?
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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YTD, this is Kenya's worst performing counter. I see a reversal of this in line with financial performance.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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mwekez@ji wrote:murchr wrote:mwekez@ji wrote:All ye talking of FX games here are still in the past, get in touch with the present Do they buy crude in KES? Are they hedging? That's worse price volatility, anyway All the best "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:mwekez@ji wrote:murchr wrote:mwekez@ji wrote:All ye talking of FX games here are still in the past, get in touch with the present Do they buy crude in KES? Are they hedging? That's worse price volatility, anyway All the best Which will be compensated in ERC pricing. ... Thanks. I trust this ride will be fun ... You are welcomed we ride
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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mwekez@ji wrote:murchr wrote:mwekez@ji wrote:murchr wrote:mwekez@ji wrote:All ye talking of FX games here are still in the past, get in touch with the present Do they buy crude in KES? Are they hedging? That's worse price volatility, anyway All the best Which will be compensated in ERC pricing. ... Thanks. I trust this ride will be fun ... You are welcomed we ride Cant touch this...i'd rather kq "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:mwekez@ji wrote:murchr wrote:mwekez@ji wrote:murchr wrote:mwekez@ji wrote:All ye talking of FX games here are still in the past, get in touch with the present Do they buy crude in KES? Are they hedging? That's worse price volatility, anyway All the best Which will be compensated in ERC pricing. ... Thanks. I trust this ride will be fun ... You are welcomed we ride Cant touch this...i'd rather kq Why harbor such dislike for KK? ... You'd rather KQ, why?
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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mwekez@ji wrote:murchr wrote:mwekez@ji wrote:murchr wrote:mwekez@ji wrote:murchr wrote:mwekez@ji wrote:All ye talking of FX games here are still in the past, get in touch with the present Do they buy crude in KES? Are they hedging? That's worse price volatility, anyway All the best Which will be compensated in ERC pricing. ... Thanks. I trust this ride will be fun ... You are welcomed we ride Cant touch this...i'd rather kq Why harbor such dislike for KK? ... You'd rather KQ, why? let me tell you guys what we know 1. kk had a very bad year and the share price followed it down and may still be going down 2. kk is on recovery path and is a business very capable of producing 1bn shs + in PAT . this will likely be the case in 2014 and beyond. 3. when this happens the shares will rally as they rediscover their former glory days and at the same time a buyer may be making an offer, what with oil production getting nearer by then The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Member Joined: 2/18/2011 Posts: 448
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issue is why buy now and wait for 2014 and beyond for the share to rise from 10 to 20 while in the intervening period one can invest in CFC and Pan Africa which is soon to be a buy out candidate and reap by 2014 then plough back the investment into KK and KQ? i believe its all about timing and risk appetite.....
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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mibbz wrote:issue is why buy now and wait for 2014 and beyond for the share to rise from 10 to 20 while in the intervening period one can invest in CFC and Pan Africa which is soon to be a buy out candidate and reap by 2014 then plough back the investment into KK and KQ? i believe its all about timing and risk appetite..... #KK, we are buying a year of recovery. Price will not remain static but will also recover. Who knows, by the 2014, the price may be high for you and we will be laughing all the way to the bank
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Rank: Elder Joined: 7/21/2010 Posts: 6,191 Location: nairobi
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Kk is the next accesskenya "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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hisah wrote:
CAUTION - via @hisah
This thing is still in dead water... FX games like KQ..
@hisah did you actually take a minute of your time to look at the financial statements & commentary... I doubt because if you did you might want to retract the statement above! 1.The income statements indicate a drastic improvement In gross margins! 2. The cash flow statements show 2.8billion generated from OPERATIONS... Which means they are still beating GOK price controls! 3. The income statements show no movement in the hedge reserve.... 4. The KES is weaker in H1 2013 than H1 2012 which isn't good for KK so kindly explain the "FX games" you are referring to... 5. The cash flow statement, income statement and balance sheet show that they managed a small EPS recovery without dumping any significant assets... Certainly not "dead in the water" if you asked me! Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 3/26/2012 Posts: 1,182
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mibbz wrote:issue is why buy now and wait for 2014 and beyond for the share to rise from 10 to 20 while in the intervening period one can invest in CFC and Pan Africa which is soon to be a buy out candidate and reap by 2014 then plough back the investment into KK and KQ? i believe its all about timing and risk appetite..... It's never that easy nor perfect. A while ago, when EABL was hitting its highs, it was well sung here. Smart money,locals being bought blah, bleh,blih. What happened? Some people don't like KK, others do. That's why there are more sentiments than fundamentals from those who don't like KK. Time for Kkeians to eat will come. Traders and longterm investors cannot play by the same rules.
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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mwekez@ji wrote:dunkang wrote:mwekez@ji wrote:dunkang wrote:cnn wrote:Revenue down to 62 billion from 103 billion. How much (what percentage) of this revenue is from core business! All of it is from core business (100%)! Didn't they sell properties? Ama that money is not yet in! There is no indication from Income Statement, Balance Sheet, Cashflow Statement and Management Commentary that they sold any of the idle assets in 1H13. Quote:The company is cutting costs by identifying idle and “low-performing” assets for sale and reducing the wage bill, Segman said. It will cut staff to 360 by June from 570 a year earlier by eliminating the posts of retiring employees and ending lapsed contracts http://mobile.bloomberg....fter-posting-losses.html Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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dunkang wrote:mwekez@ji wrote:dunkang wrote:mwekez@ji wrote:dunkang wrote:cnn wrote:Revenue down to 62 billion from 103 billion. How much (what percentage) of this revenue is from core business! All of it is from core business (100%)! Didn't they sell properties? Ama that money is not yet in! There is no indication from Income Statement, Balance Sheet, Cashflow Statement and Management Commentary that they sold any of the idle assets in 1H13. Quote:The company is cutting costs by identifying idle and “low-performing” assets for sale and reducing the wage bill, Segman said. It will cut staff to 360 by June from 570 a year earlier by eliminating the posts of retiring employees and ending lapsed contracts http://mobile.bloomberg....ter-posting-losses.html @dunkang is it wise to quote an individual who no longer works as a director?? This strategy is probably what got him axed from the job! Strategy changes with management! THERE WAS NO SIGNIFICANT SALE OF ASSETS IN H1 2013!!!!Thank God for Ohana! Mark 12:29
Deuteronomy 4:16
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Rank: Member Joined: 2/18/2011 Posts: 448
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mwekez@ji wrote:mibbz wrote:issue is why buy now and wait for 2014 and beyond for the share to rise from 10 to 20 while in the intervening period one can invest in CFC and Pan Africa which is soon to be a buy out candidate and reap by 2014 then plough back the investment into KK and KQ? i believe its all about timing and risk appetite..... #KK, we are buying a year of recovery. Price will not remain static but will also recover. Who knows, by the 2014, the price may be high for you and we will be laughing all the way to the bank I get your point but am asking,why stock up on a bear while idle bulls are visible...CFC is ever visible,look at insurance stocks performing way better than this. KK is still under performing and its Fx dependent....management outlined a plan and 2013-14 is a recovery period with a sale due when it does better.I shall wait for that time.am with @hisah on this counter....just not yet
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KenolKobil 1H13 swings into profit after tax of 147M
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