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KenolKobil HY 2014 profit before tax grows X 4
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mlennyma
#11 Posted : Wednesday, August 20, 2014 6:24:34 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Its not that kenol was not profitable,they learned the hard way about hedging bladders.once bitten cant repeat.watch this space,with assets spread to about 10 countries,its a space to watch.
"Don't let the fear of losing be greater than the excitement of winning."
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Aguytrying
#12 Posted : Wednesday, August 20, 2014 6:27:37 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
I'm impressed and surprised that they managed this turnaround with reduced reliance on retail segment. they are really playing the money game now. now just make those stations nice and shiny and staff too, bring back k card with very small discounts and soon suitors will be begging for the bride.
The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying
#13 Posted : Wednesday, August 20, 2014 6:30:14 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
off late I'm concentrating on laggards as many buy banks to the high heavens. kk, bamburi, boc and serena are my dream team. hfck is living the dream.
The investor's chief problem - and even his worst enemy - is likely to be himself
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Mucene
#14 Posted : Wednesday, August 20, 2014 6:35:21 PM
Rank: Member

Joined: 8/4/2012
Posts: 155
Location: Kenya
Seems the strategy to exit ow margin business worked. Gross sales margin improved to 6.8% from 4.1%
If you don't want to go to plan B have a good plan A.
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mlennyma
#15 Posted : Wednesday, August 20, 2014 6:40:55 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
@aguy iam thinking of carbacid instead of boc but i know every monkey has its day.
"Don't let the fear of losing be greater than the excitement of winning."
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Aguytrying
#16 Posted : Wednesday, August 20, 2014 7:50:02 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
@aguy iam thinking of carbacid instead of boc but i know every monkey has its day.


If carbacid is valued at the same metrics with BOC it should be trading at 16-20 Bob. I did the calculation a while back and realised BOC is more fairly valued. Yet,they make similar profits and revenues, so why carbacid?.
The investor's chief problem - and even his worst enemy - is likely to be himself
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nashx
#17 Posted : Wednesday, August 20, 2014 7:56:30 PM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
Aguytrying wrote:
I'm impressed and surprised that they managed this turnaround with reduced reliance on retail segment. they are really playing the money game now. now just make those stations nice and shiny and staff too, bring back k card with very small discounts and soon suitors will be begging for the bride.


Permission to board the MbusLaughing out loudly Laughing out loudly Laughing out loudly
Offering my personal finance knowledge for free
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mlennyma
#18 Posted : Wednesday, August 20, 2014 8:13:54 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Sometimes stocks defy valuations and attract pple due to their price,although boc may be better carbacid can easily be pushed upwards due to its affordability,i though respect your analysis
"Don't let the fear of losing be greater than the excitement of winning."
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Aguytrying
#19 Posted : Wednesday, August 20, 2014 10:10:13 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
Sometimes stocks defy valuations and attract pple due to their price,although boc may be better carbacid can easily be pushed upwards due to its affordability,i though respect your analysis


they are both good companies, good looking management. and very similar. though the carbacid board may be more aggresive with share actions... happy hunting elder
The investor's chief problem - and even his worst enemy - is likely to be himself
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murchr
#20 Posted : Wednesday, August 20, 2014 11:13:44 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Great turnaround
"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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