KenolKobil HY 2014 profit before tax grows X 4 - Page 10 - Stocks - Wazua

Welcome Guest

Wazua » Investor » Stocks » KenolKobil HY 2014 profit before tax grows X 4

10 Pages«<8910

KenolKobil HY 2014 profit before tax grows X 4

Options

Previous Topic · Next Topic

Aguytrying		#91 Posted : Tuesday, August 26, 2014 8:18:40 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		VituVingiSana wrote: Aguytrying wrote: share price follows good performance. KK will most certainly be in the double digits in the next 6-12 months. foreigners as high net buyers..... the last time I say these volumes and foreigners as net buyers was just before the puma deal. the storm is brewing, KK will get a good kick up soon for its new normal I have been to a few stations recently and they are rundown vs Total or Shell. KK needs to attract the K-Card crowd as well as have brighter & cleaner stations. Good/better margins by deferring maintenance is a no-no. Next AGM, this should be on the agenda of shareholders. I'm also very worried. they can't ignore core business forever. when they deal with the debts they should get back to business The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top		\|
User Profile

DBLyon		#92 Posted : Wednesday, August 27, 2014 9:25:31 AM
Rank: Member Joined: 5/28/2014 Posts: 149 Location: Nairobi		Aguytrying wrote: VituVingiSana wrote: Aguytrying wrote: share price follows good performance. KK will most certainly be in the double digits in the next 6-12 months. foreigners as high net buyers..... the last time I say these volumes and foreigners as net buyers was just before the puma deal. the storm is brewing, KK will get a good kick up soon for its new normal I have been to a few stations recently and they are rundown vs Total or Shell. KK needs to attract the K-Card crowd as well as have brighter & cleaner stations. Good/better margins by deferring maintenance is a no-no. Next AGM, this should be on the agenda of shareholders. I'm also very worried. they can't ignore core business forever. when they deal with the debts they should get back to business Who says they intend to ignore core business 'forever'? I think they are focused on one thing right now, and they are doing it right. Do that successfully and then move on to the next thing that is good for business. When you live for others' opinions, you are dead. - Carlos Slim Helu
Back to top		\|
User Profile

mvumilivu		#93 Posted : Wednesday, August 27, 2014 12:48:59 PM
Rank: Hello Joined: 7/16/2014 Posts: 4		The problem I have with KK is that the current profits are as a result restructuring and therefore cannot be sustained in the long run. They have to focus more on increasing sales in order to sustain good performance.
Back to top		\|
User Profile

VituVingiSana		#94 Posted : Wednesday, August 27, 2014 2:03:27 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,356 Location: Nairobi		mvumilivu wrote: The problem I have with KK is that the current profits are as a result restructuring and therefore cannot be sustained in the long run. They have to focus more on increasing sales in order to sustain good performance. It is MUCH better to run a business with a modest turnover but be very profitable than a huge (& growing) turnover with paltry margins. See KQ or even KK of old. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\|
User Profile

Kausha		#95 Posted : Wednesday, August 27, 2014 3:18:52 PM
Rank: Member Joined: 2/8/2007 Posts: 808		mvumilivu wrote: The problem I have with KK is that the current profits are as a result restructuring and therefore cannot be sustained in the long run. They have to focus more on increasing sales in order to sustain good performance. Business Daily is not a bible of finance. Look at the financials and you realize there is no restructuring gains but efficiency gains which are a permanent feature going forward. Instead of using 520 employees to do the business at thin margins you use 300 staff to do higher margin business. The trade off is at the bottom line. So far the bottom line is growing and will spike once property/assets are sold are debt paid down. The 669m finance cost appears too punitive to the business but is not entirely unexpected.
Back to top		\|
User Profile

Kastone		#96 Posted : Wednesday, August 27, 2014 6:55:22 PM
Rank: New-farer Joined: 3/1/2014 Posts: 82		Aguytrying wrote: VituVingiSana wrote: Aguytrying wrote: share price follows good performance. KK will most certainly be in the double digits in the next 6-12 months. foreigners as high net buyers..... the last time I say these volumes and foreigners as net buyers was just before the puma deal. the storm is brewing, KK will get a good kick up soon for its new normal I have been to a few stations recently and they are rundown vs Total or Shell. KK needs to attract the K-Card crowd as well as have brighter & cleaner stations. Good/better margins by deferring maintenance is a no-no. Next AGM, this should be on the agenda of shareholders. I'm also very worried. they can't ignore core business forever. when they deal with the debts they should get back to business My thought exactly. Hope they'll be able to catch up once restructuring is done. “The beauty of success is that it doesn’t matter how many times you have failed, you only have to be right once and then everyone can tell you how lucky you are.” - Mark Cuban
Back to top		\|
User Profile

whiteowl		#97 Posted : Thursday, August 28, 2014 9:52:46 PM
Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove		this mbus will leave behind so many stranded would be passengers once it takes off.
Back to top		\|
User Profile

littledove		#98 Posted : Monday, September 01, 2014 3:12:54 PM
Rank: Veteran Joined: 7/1/2014 Posts: 927 Location: sky		“We are growing without making too much noise, quietly increasing our network in countries where returns are clear. We have no plans to acquire companies.” “We want to be a market leader in profitability not in volumes sold,” http://www.bloomberg.com/news/2014-08-31/kenolkobil-kenya-to-focus-on-existing-business-as-it-pays-debts.html this is very interesting im tempted to load more There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
Back to top		WWW \| \| Edit by user: Monday, September 01, 2014 3:14 PM \| Reason: Not specified
User Profile

VituVingiSana		#99 Posted : Tuesday, September 02, 2014 9:08:57 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,356 Location: Nairobi		Interview by Ramah Nyang https://www.youtube.com/...1YfXjxsUa6QXWsfjg#t=916 of David Ohana Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\|
User Profile

10 Pages«<8910

Wazua » Investor » Stocks » KenolKobil HY 2014 profit before tax grows X 4

Forum Jump

You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Watch this topic
Print this topic

Normal
Threaded