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Total Kenya HY 2014 PAT +37%
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Magnate
#1 Posted : Thursday, August 28, 2014 10:43:27 PM
Rank: Member


Joined: 11/1/2013
Posts: 257
PAT +36.8%
PBT +37.2%
EPS +36.9%

Closing price today 22.5

http://ge.tt/1tI8iWs1/v/0

http://af.reuters.com/ar...ws/idAFL5N0QY5W820140828
No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
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VituVingiSana
#2 Posted : Thursday, August 28, 2014 10:54:47 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
I expect the PAT of KK to catch up to Total in 2015 ... The difference is only 100mn for 1H.
Though there are many under-performing assets that need to be cut but may cost KK costs/losses.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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uchumi
#3 Posted : Thursday, August 28, 2014 11:05:59 PM
Rank: Member


Joined: 9/16/2006
Posts: 229
Good results
“I don’t regret the things I’ve done, I regret the things I didn’t do when I had the chance.”
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target1360
#4 Posted : Friday, August 29, 2014 2:56:16 AM
Rank: Member


Joined: 5/14/2014
Posts: 288
Location: nairobi
constitently improving results
I find satisfaction in owning great business,not trading them
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tinker
#5 Posted : Friday, August 29, 2014 9:25:11 AM
Rank: Member


Joined: 11/15/2010
Posts: 454
Location: Nairobi
I have been away and now back with some bucks, is Total @22.5 a good buy today?
....He who began a good work in you will carry it on to completion..
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Kausha
#6 Posted : Friday, August 29, 2014 11:48:38 AM
Rank: Member


Joined: 2/8/2007
Posts: 808
[quote=Magnate]PAT +36.8%
PBT +37.2%
EPS +36.9%

Closing price today 22.5

http://ge.tt/1tI8iWs1/v/0

http://af.reuters.com/ar...s/idAFL5N0QY5W820140828[/quote]

Quick comparisons with KK

KK has Gross margins of 6.8% while total has 3.7%. Total is doing 90B revenue while KK is doing 43B in other words Total does 2x KK revenue. Gross Profit KK 2.9B Total 3.3B the difference being 400m. Kenol with a larger network to Total by a mile has OPEX of 1.3B while Total has 2.3B opex with a smaller network.

Total has EBITDA of 1.2B while KK has EBITDA of 1.9B. KK has a significantly higher operating leverage Total implying for every unit sale KK is earning more operating profit than Total.

Total has better priced working capital to KK.

Net Cash from operations KK generated 7.9Billion while total consumed 10.8 Billion.

KK is certainly a stronger and more productive business than Total as at half year.

Once KK sorts out their working capital funding and reduces the cost of this funding they will make 2x more profits than Total from half the revenue of Total. More like member and simba in banking.
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DBLyon
#7 Posted : Friday, August 29, 2014 1:42:03 PM
Rank: Member


Joined: 5/28/2014
Posts: 149
Location: Nairobi
Kausha wrote:
[quote=Magnate]PAT +36.8%
PBT +37.2%
EPS +36.9%

Closing price today 22.5

http://ge.tt/1tI8iWs1/v/0

http://af.reuters.com/ar...s/idAFL5N0QY5W820140828[/quote]

Quick comparisons with KK

KK has Gross margins of 6.8% while total has 3.7%. Total is doing 90B revenue while KK is doing 43B in other words Total does 2x KK revenue. Gross Profit KK 2.9B Total 3.3B the difference being 400m. Kenol with a larger network to Total by a mile has OPEX of 1.3B while Total has 2.3B opex with a smaller network.

Total has EBITDA of 1.2B while KK has EBITDA of 1.9B. KK has a significantly higher operating leverage Total implying for every unit sale KK is earning more operating profit than Total.

Total has better priced working capital to KK.

Net Cash from operations KK generated 7.9Billion while total consumed 10.8 Billion.

KK is certainly a stronger and more productive business than Total as at half year.

Once KK sorts out their working capital funding and reduces the cost of this funding they will make 2x more profits than Total from half the revenue of Total. More like member and simba in banking.


Applause If this was FB I would have 'liked' this analysis.
When you live for others' opinions, you are dead.

- Carlos Slim Helu
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VituVingiSana
#8 Posted : Friday, August 29, 2014 2:24:28 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
Kausha wrote:
[quote=Magnate]PAT +36.8%
PBT +37.2%
EPS +36.9%

Closing price today 22.5

http://ge.tt/1tI8iWs1/v/0

http://af.reuters.com/ar...s/idAFL5N0QY5W820140828[/quote]

Quick comparisons with KK

KK has Gross margins of 6.8% while total has 3.7%. Total is doing 90B revenue while KK is doing 43B in other words Total does 2x KK revenue. Gross Profit KK 2.9B Total 3.3B the difference being 400m. Kenol with a larger network to Total by a mile has OPEX of 1.3B while Total has 2.3B opex with a smaller network.

Total has EBITDA of 1.2B while KK has EBITDA of 1.9B. KK has a significantly higher operating leverage Total implying for every unit sale KK is earning more operating profit than Total.

Total has better priced working capital to KK.

Net Cash from operations KK generated 7.9Billion while total consumed 10.8 Billion.

KK is certainly a stronger and more productive business than Total as at half year.

Once KK sorts out their working capital funding and reduces the cost of this funding they will make 2x more profits than Total from half the revenue of Total. More like member and simba in banking.
Nice. I have become lazier with age. Thanks for keeping up the good work. I believe KK is a steal but cash is what I need to find...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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littledove
#9 Posted : Tuesday, September 09, 2014 10:01:58 AM
Rank: Veteran


Joined: 7/1/2014
Posts: 903
Location: sky
http://www.businessdailyafrica.com/Corporate-News/Total-Kenya-now-clinches-lucrative-contract/-/539550/2445842/-/r7iduuz/-/index.html

now i know where to turn, when its very quite towards dec jan. they seem to be very serious on business
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
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jerry
#10 Posted : Tuesday, September 09, 2014 11:41:58 AM
Rank: Elder


Joined: 9/29/2006
Posts: 2,570
littledove wrote:
http://www.businessdailyafrica.com/Corporate-News/Total-Kenya-now-clinches-lucrative-contract/-/539550/2445842/-/r7iduuz/-/index.html

now i know where to turn, when its very quite towards dec jan. they seem to be very serious on business

quiet
The opposite of courage is not cowardice, it's conformity.
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Magnate
#11 Posted : Tuesday, October 07, 2014 11:01:55 AM
Rank: Member


Joined: 11/1/2013
Posts: 257
This stock was waiting for Wazuans to comment to get it on the road
28.0 printed.
No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
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Akenyan2014
#12 Posted : Tuesday, October 07, 2014 2:46:21 PM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
Magnate wrote:
This stock was waiting for Wazuans to comment to get it on the road
28.0 printed.


Supply dried up @ 30. waiting for KK to respond
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mlennyma
#13 Posted : Tuesday, October 07, 2014 3:34:18 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
kk is for the stone hearted.
"Don't let the fear of losing be greater than the excitement of winning."
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kasibitta
#14 Posted : Tuesday, October 07, 2014 4:36:15 PM
Rank: Member


Joined: 2/7/2014
Posts: 155
i read an article somewhere indicating that Total and Kenol have inverse correlation.Between 2010 and 2013, when total does well....kk performs poorly and viceversa.If that strategy holds true, then K are not lucky this year as well.

Am in KK and will be waiting.....
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Akenyan2014
#15 Posted : Wednesday, October 08, 2014 1:43:57 AM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
kasibitta wrote:
i read an article somewhere indicating that Total and Kenol have inverse correlation.Between 2010 and 2013, when total does well....kk performs poorly and viceversa.If that strategy holds true, then K are not lucky this year as well.

Am in KK and will be waiting.....


I also read this post by Rufus @ mystocks but I have seen both stocks rising not necessarily one at the expense of another. I still think In addition to the increased market share, Total seems to follow what some analysts claimed its fair value is 39, I don't know how they arrived at but good listeners heard. For KK it is unimaginable to be left out of a possible takeover bid or imminent return to profitability. I think KK is filled with jet fuel and any slight good news is enough to launch this rocket.
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mkonomtupu
#16 Posted : Wednesday, October 08, 2014 3:22:30 PM
Rank: Veteran


Joined: 2/10/2010
Posts: 1,001
Location: River Road
Total and KK shareholders are looking at some bright times. With the price of oil internationally dropping our ERC formula now favours them increasing their margins.
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