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KENOL-KOBIL 2014
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kryptonite
#31 Posted : Tuesday, January 21, 2014 10:24:20 PM
Rank: Member

Joined: 2/1/2010
Posts: 272
Location: Nairobi
VituVingiSana wrote:
Realtreaty wrote:
VituVingiSana wrote:
Seems Kenolkobil is back in play. There have been some good volumes traded today. Ultimately, it has (or will) sell non-core assets [at a hefty gain vs what they show in the books], cut down on debt and streamline their businesses.

I expect a suitor to come in at 12-15 [not 18-22 as previously thought] within 12-18 months.

That will seem like giving your wife to another man!!!!Shame on you This is a NO DEAL!!!! A deal less than 18-21 will be useless and shameful. With the cases in courts over KK is worth more than 25Kes.smile
I have been married to her long enough. She has become a Momo. He can have her as long as he refunds the dowry with modest interest. I need to replace her with a younger model anyway. Drool Drool Drool


Laughing out loudly Laughing out loudly
The harder you work, the luckier you get
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Realtreaty
#32 Posted : Thursday, February 20, 2014 11:28:35 AM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
Like Man U the fans of KK are still there praying that it dusts its boots and play the right game. KK is likely to see a good "recovery" and even soothe its fans with a DVD this FY. After Segman it has opted to play in the field quietly and will score goals. What trending if its not waiting to move past 13 by April? Are the board room games over and the smart boy come out openly with a better tag?smile
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mkeiy
#33 Posted : Thursday, February 20, 2014 12:13:10 PM
Rank: Member

Joined: 1/27/2012
Posts: 851
Location: Nairobi
Realtreaty wrote:
Like Man U the fans of KK are still there praying that it dusts its boots and play the right game. KK is likely to see a good "recovery" and even soothe its fans with a DVD this FY. After Segman it has opted to play in the field quietly and will score goals. What trending if its not waiting to move past 13 by April? Are the board room games over and the smart boy come out openly with a better tag?smile



Not as hard and loud as Panafric ones!
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Boris Boyka
#34 Posted : Thursday, February 20, 2014 12:25:25 PM
Rank: Veteran

Joined: 11/15/2013
Posts: 1,977
Location: Here
mkeiy wrote:
Realtreaty wrote:
Like Man U the fans of KK are still there praying that it dusts its boots and play the right game. KK is likely to see a good "recovery" and even soothe its fans with a DVD this FY. After Segman it has opted to play in the field quietly and will score goals. What trending if its not waiting to move past 13 by April? Are the board room games over and the smart boy come out openly with a better tag?smile



Not as hard and loud as Panafric ones!

@mkeiy pan afrc ones are fasting even kk ones wamezoea taabu Nway.
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Realtreaty
#35 Posted : Saturday, February 22, 2014 3:04:11 AM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
"Kobil Burundi has increased its retail foot print with an additional nine stations acquired in Bujumbura, consolidating the company's reputation as the fastest growing oil marketing company in Burundi"
That what is happening behind the scenes.
Third quarter may be showing goodness. When it shoots beyond 10, it will be a game changer.
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mkeiy
#36 Posted : Saturday, February 22, 2014 9:40:57 AM
Rank: Member

Joined: 1/27/2012
Posts: 851
Location: Nairobi
Realtreaty wrote:
"Kobil Burundi has increased its retail foot print with an additional nine stations acquired in Bujumbura, consolidating the company's reputation as the fastest growing oil marketing company in Burundi"
That what is happening behind the scenes.
Third quarter may be showing goodness. When it shoots beyond 10, it will be a game changer.




Kk could be downsizing KE operations (selling non-core assets) and focusing more on those markets where there are no price controls. With Kpc and Kprl screwing all in the oil sector,focusing elsewhere might be the only way to bring value to shareholders.
I'm liking this!
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Realtreaty
#37 Posted : Sunday, February 23, 2014 4:39:39 PM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
Describe the net worth of KK today to see what we are holding onto. Who has the guts to do it? It was one of the highly capitalised stock an year and a half ago with SAFCOM and EABL. Where is KK standing today? When can it recapture market and do biz as usual?
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VituVingiSana
#38 Posted : Monday, February 24, 2014 12:54:59 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
Price controls in KE, Ethiopia,TZ & RW. Only in KE & RW is KK a major player. In TZ, it's 6% and UG is a tough market because of smuggled [non-taxed] fuel imports.

No idea about Zambia but KK is a small player while Puma [yes, that Puma] is strong.

KK owns significant assets in all the countries but will it sell them? In KE, there are attempts to sell off non-core or non-performing assets including some stations where land prices have jumped. Along Muranga Road [in Pangani] is a closed station [after the expanded road took away the 'entrance'] which is probably worth more in terms of land than the 'profit' it used to generate.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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the deal
#39 Posted : Monday, February 24, 2014 9:05:41 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
KK should do well in 2014.
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jawgey
#40 Posted : Monday, February 24, 2014 9:07:57 AM
Rank: Member

Joined: 1/13/2014
Posts: 398
Location: Denmark
VituVingiSana wrote:
Price controls in KE, Ethiopia,TZ & RW. Only in KE & RW is KK a major player. In TZ, it's 6% and UG is a tough market because of smuggled [non-taxed] fuel imports.

No idea about Zambia but KK is a small player while Puma [yes, that Puma] is strong.

KK owns significant assets in all the countries but will it sell them? In KE, there are attempts to sell off non-core or non-performing assets including some stations where land prices have jumped. Along Muranga Road [in Pangani] is a closed station [after the expanded road took away the 'entrance'] which is probably worth more in terms of land than the 'profit' it used to generate.


What will happen if they liquidate the non-core assets? Will they venture in other avenues since opening up more stations is not an option.. Or they just want to set-off loans and add cashflow?
Seeing is believing
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