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KenolKobil FY14 PAT up 95%
Rank: Member Joined: 1/29/2011 Posts: 257
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S.Mutaga III wrote: Personally, I wouldnt buy KK...simply because of the valuation. Good company, wrong valuation. Elaborate on this, brother. "All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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Aguytrying wrote:As usual my buy orders will be at 8.00 not a penny more, @Aguytrying, do you still see KK coming down to 8 bob. I have been waiting to buy at 8.50 and now am tempted to increase my buy price
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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heri wrote:Aguytrying wrote:As usual my buy orders will be at 8.00 not a penny more, @Aguytrying, do you still see KK coming down to 8 bob. I have been waiting to buy at 8.50 and now am tempted to increase my buy price I've also began to wonder, i have always been able to predict this animal. Could the behaviour have changed. ill up by bid, the scars are too many anyway, another wont kill me The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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Aguytrying wrote:heri wrote:Aguytrying wrote:As usual my buy orders will be at 8.00 not a penny more, @Aguytrying, do you still see KK coming down to 8 bob. I have been waiting to buy at 8.50 and now am tempted to increase my buy price I've also began to wonder, i have always been able to predict this animal. Could the behaviour have changed. ill up by bid, the scars are too many anyway, another wont kill me i have not quite checked but i thought the volumes being transacted have gone down as well?
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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Books close next week we will know whether this is a dividend locking action. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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mlennyma wrote:Books close next week we will know whether this is a dividend locking action. Thanks for the info
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Rank: Member Joined: 1/10/2015 Posts: 411
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mlennyma wrote:Books close next week we will know whether this is a dividend locking action. It's more like it . Your income is directly related to your philosophy, Not the economy.-Jim Rohn
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Rank: Member Joined: 2/8/2007 Posts: 808
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1st half results will astound.This company will do what stanbic did in 2013. The cheapest company on the NSE on valuatioN basis. it could touch 20 before end of august.
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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Kausha wrote:1st half results will astound.This company will do what stanbic did in 2013. The cheapest company on the NSE on valuatioN basis. it could touch 20 before end of august. You could be the most optimistic fellow in the world this moment.  I hope our projections will not finally turn to be just wet dreams. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 5/27/2008 Posts: 3,760
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AGM on Wednesday at the Intercont. All ye disciples of Ohana, come one, come all... ...
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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Gordon Gekko wrote:AGM on Wednesday at the Intercont. All ye disciples of Ohana, come one, come all... ... After the AGM we should see renewed interest after progress report, investors concerns and questions are answered "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 2/8/2007 Posts: 808
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mlennyma wrote:Kausha wrote:1st half results will astound.This company will do what stanbic did in 2013. The cheapest company on the NSE on valuatioN basis. it could touch 20 before end of august. You could be the most optimistic fellow in the world this moment. I hope our projections will not finally turn to be just wet dreams. here here wet dreams here we go
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Rank: Member Joined: 1/10/2015 Posts: 411
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Kausha wrote:mlennyma wrote:Kausha wrote:1st half results will astound.This company will do what stanbic did in 2013. The cheapest company on the NSE on valuatioN basis. it could touch 20 before end of august. You could be the most optimistic fellow in the world this moment. I hope our projections will not finally turn to be just wet dreams. here here wet dreams here we go  Your income is directly related to your philosophy, Not the economy.-Jim Rohn
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Rank: Elder Joined: 5/27/2008 Posts: 3,760
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AGM today.
OFCOURSE, Chami was there, complete with his nonsensical questions.
Ohana compared KQ to KK, said KQ is where KK was in 2012.
His prescription for getting KK out of its hole:
-Forget large volumes, concentrate on high margin business
-Shed off excess fat
-Good inventory management
-Keep eye on the market trend (he foresaw the shilling crash)
His strategy for 2014 was:
-Get out of large volume, low margin business
-Shed off all/most of dollar denominated loans (since shilling was falling)
-Open outlets in high margin countries (Rwanda, Burundi, Zambia) – 37 new stations were opened
-Diversify in Kenya – non fuel business (chicken inn, innscor)
-Clean books and shed off nonperforming assets
Strategy for 2015 will be:
-Revamp stations (starting with Mater South B Kobil and Narok)
-Better Inventory management
-Stay away from OTS
All in all, the numbers so far for Q1/2015 show phenomenal growth, we will all be pleasantly surprised. His dividend policy has been, and will be 25% of net profit. He also said those guys (h**h) are taking KK gas cyclinders, painting them yellow, instead of manufacturing their own, so fellow shareholders, don’t buy h**h gas else you’ll be committing harikiri.
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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Gordon Gekko wrote:AGM today.
OFCOURSE, Chami was there, complete with his nonsensical questions.
Ohana compared KQ to KK, said KQ is where KK was in 2012.
His prescription for getting KK out of its hole:
-Forget large volumes, concentrate on high margin business
-Shed off excess fat
-Good inventory management
-Keep eye on the market trend (he foresaw the shilling crash)
His strategy for 2014 was:
-Get out of large volume, low margin business
-Shed off all/most of dollar denominated loans (since shilling was falling)
-Open outlets in high margin countries (Rwanda, Burundi, Zambia) – 37 new stations were opened
-Diversify in Kenya – non fuel business (chicken inn, innscor)
-Clean books and shed off nonperforming assets
Strategy for 2015 will be:
-Revamp stations (starting with Mater South B Kobil and Narok)
-Better Inventory management
-Stay away from OTS
All in all, the numbers so far for Q1/2015 show phenomenal growth, we will all be pleasantly surprised. His dividend policy has been, and will be 25% of net profit. He also said those guys (h**h) are taking KK gas cyclinders, painting them yellow, instead of manufacturing their own, so fellow shareholders, don’t buy h**h gas else you’ll be committing harikiri.
I hope he has notified the authority about it,any groom in site for the bride???where did the arbitration with kpc end??? "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 1/10/2015 Posts: 411
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mlennyma wrote:Gordon Gekko wrote:AGM today.
OFCOURSE, Chami was there, complete with his nonsensical questions.
Ohana compared KQ to KK, said KQ is where KK was in 2012.
His prescription for getting KK out of its hole:
-Forget large volumes, concentrate on high margin business
-Shed off excess fat
-Good inventory management
-Keep eye on the market trend (he foresaw the shilling crash)
His strategy for 2014 was:
-Get out of large volume, low margin business
-Shed off all/most of dollar denominated loans (since shilling was falling)
-Open outlets in high margin countries (Rwanda, Burundi, Zambia) – 37 new stations were opened
-Diversify in Kenya – non fuel business (chicken inn, innscor)
-Clean books and shed off nonperforming assets
Strategy for 2015 will be:
-Revamp stations (starting with Mater South B Kobil and Narok)
-Better Inventory management
-Stay away from OTS
All in all, the numbers so far for Q1/2015 show phenomenal growth, we will all be pleasantly surprised. His dividend policy has been, and will be 25% of net profit. He also said those guys (h**h) are taking KK gas cyclinders, painting them yellow, instead of manufacturing their own, so fellow shareholders, don’t buy h**h gas else you’ll be committing harikiri.
I hope he has notified the authority about it,any groom in site for the bride???where did the arbitration with kpc end??? It seems like there is no bride. Your income is directly related to your philosophy, Not the economy.-Jim Rohn
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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derick wrote:mlennyma wrote:Gordon Gekko wrote:AGM today.
OFCOURSE, Chami was there, complete with his nonsensical questions.
Ohana compared KQ to KK, said KQ is where KK was in 2012.
His prescription for getting KK out of its hole:
-Forget large volumes, concentrate on high margin business
-Shed off excess fat
-Good inventory management
-Keep eye on the market trend (he foresaw the shilling crash)
His strategy for 2014 was:
-Get out of large volume, low margin business
-Shed off all/most of dollar denominated loans (since shilling was falling)
-Open outlets in high margin countries (Rwanda, Burundi, Zambia) – 37 new stations were opened
-Diversify in Kenya – non fuel business (chicken inn, innscor)
-Clean books and shed off nonperforming assets
Strategy for 2015 will be:
-Revamp stations (starting with Mater South B Kobil and Narok)
-Better Inventory management
-Stay away from OTS
All in all, the numbers so far for Q1/2015 show phenomenal growth, we will all be pleasantly surprised. His dividend policy has been, and will be 25% of net profit. He also said those guys (h**h) are taking KK gas cyclinders, painting them yellow, instead of manufacturing their own, so fellow shareholders, don’t buy h**h gas else you’ll be committing harikiri.
I hope he has notified the authority about it,any groom in site for the bride???where did the arbitration with kpc end??? It seems like there is no bride. if she can meet her bills no need to worry,last time I heard about the arbitration kpc wanted abdullahi kicked out of the process.kenyan courts are not business friendly "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Gordon Gekko wrote:AGM today.
OFCOURSE, Chami was there, complete with his nonsensical questions.
Ohana compared KQ to KK, said KQ is where KK was in 2012.
His prescription for getting KK out of its hole:
-Forget large volumes, concentrate on high margin business
-Shed off excess fat
-Good inventory management
-Keep eye on the market trend (he foresaw the shilling crash)
His strategy for 2014 was:
-Get out of large volume, low margin business
-Shed off all/most of dollar denominated loans (since shilling was falling)
-Open outlets in high margin countries (Rwanda, Burundi, Zambia) – 37 new stations were opened
-Diversify in Kenya – non fuel business (chicken inn, innscor)
-Clean books and shed off nonperforming assets
Strategy for 2015 will be:
-Revamp stations (starting with Mater South B Kobil and Narok)
-Better Inventory management
-Stay away from OTS
All in all, the numbers so far for Q1/2015 show phenomenal growth, we will all be pleasantly surprised. His dividend policy has been, and will be 25% of net profit. He also said those guys (h**h) are taking KK gas cyclinders, painting them yellow, instead of manufacturing their own, so fellow shareholders, don’t buy h**h gas else you’ll be committing harikiri.
Thank you for the highlight but educate me on Chami "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: Veteran Joined: 1/25/2012 Posts: 1,624 Location: Langley
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murchr wrote:Gordon Gekko wrote:AGM today.
OFCOURSE, Chami was there, complete with his nonsensical questions.
Ohana compared KQ to KK, said KQ is where KK was in 2012.
His prescription for getting KK out of its hole:
-Forget large volumes, concentrate on high margin business
-Shed off excess fat
-Good inventory management
-Keep eye on the market trend (he foresaw the shilling crash)
His strategy for 2014 was:
-Get out of large volume, low margin business
-Shed off all/most of dollar denominated loans (since shilling was falling)
-Open outlets in high margin countries (Rwanda, Burundi, Zambia) – 37 new stations were opened
-Diversify in Kenya – non fuel business (chicken inn, innscor)
-Clean books and shed off nonperforming assets
Strategy for 2015 will be:
-Revamp stations (starting with Mater South B Kobil and Narok)
-Better Inventory management
-Stay away from OTS
All in all, the numbers so far for Q1/2015 show phenomenal growth, we will all be pleasantly surprised. His dividend policy has been, and will be 25% of net profit. He also said those guys (h**h) are taking KK gas cyclinders, painting them yellow, instead of manufacturing their own, so fellow shareholders, don’t buy h**h gas else you’ll be committing harikiri.
Thank you for the highlight but educate me on Chami A kenyan citizen who owns shares in every listed company at Nse. Never misses at AGMs. If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Mastermind wrote:murchr wrote:Gordon Gekko wrote:AGM today.
OFCOURSE, Chami was there, complete with his nonsensical questions.
Ohana compared KQ to KK, said KQ is where KK was in 2012.
His prescription for getting KK out of its hole:
-Forget large volumes, concentrate on high margin business
-Shed off excess fat
-Good inventory management
-Keep eye on the market trend (he foresaw the shilling crash)
His strategy for 2014 was:
-Get out of large volume, low margin business
-Shed off all/most of dollar denominated loans (since shilling was falling)
-Open outlets in high margin countries (Rwanda, Burundi, Zambia) – 37 new stations were opened
-Diversify in Kenya – non fuel business (chicken inn, innscor)
-Clean books and shed off nonperforming assets
Strategy for 2015 will be:
-Revamp stations (starting with Mater South B Kobil and Narok)
-Better Inventory management
-Stay away from OTS
All in all, the numbers so far for Q1/2015 show phenomenal growth, we will all be pleasantly surprised. His dividend policy has been, and will be 25% of net profit. He also said those guys (h**h) are taking KK gas cyclinders, painting them yellow, instead of manufacturing their own, so fellow shareholders, don’t buy h**h gas else you’ll be committing harikiri.
Thank you for the highlight but educate me on Chami A kenyan citizen who owns shares in every listed company at Nse. Never misses at AGMs. He must be Wazuan. "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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KenolKobil FY14 PAT up 95%
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