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The KenolKobil 2015 pendulum
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Aguytrying
#31 Posted : Tuesday, August 04, 2015 2:43:23 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
My system showed 0 supply at one point today, last seen during puma times,the demand side suggests leaked H1 results.May be


My thoughts excatly. The excitement must be due to results. I remember last time KK rallied during 2011 bear. but no puma in sight for that
The investor's chief problem - and even his worst enemy - is likely to be himself
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shiznit
#32 Posted : Tuesday, August 04, 2015 3:57:53 PM
Rank: New-farer

Joined: 5/21/2013
Posts: 72
Location: KENYA
If you look at recent annual reports, they show a significant change in top shareholdings of KK. Maybe someone who has more in-depth knowledge of the shareholding structure now can disprove me, but I think there has been/is significant case shares changing hands here. Someone with big pockets; strategic investor perhaps? Iko kitu.
“The market can remain irrational longer than you can remain solvent.” - John Maynard Keynes
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VituVingiSana
#33 Posted : Tuesday, August 04, 2015 7:49:02 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
shiznit wrote:
If you look at recent annual reports, they show a significant change in top shareholdings of KK. Maybe someone who has more in-depth knowledge of the shareholding structure now can disprove me, but I think there has been/is significant case shares changing hands here. Someone with big pockets; strategic investor perhaps? Iko kitu.

A major shareholder is selling.
Since 2011 I think 2 related shareholders have exited completely.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Realtreaty
#34 Posted : Tuesday, August 04, 2015 8:53:59 PM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
If KK becomes profitable and price remains at 12-15 with dividend of 1 Kes annually I would still buy.
Soon situation will change and price may move up to average 14.50 with Dividends moving up from 45 cents ton 1Kes.
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Aguytrying
#35 Posted : Tuesday, August 04, 2015 11:19:40 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Realtreaty wrote:
If KK becomes profitable and price remains at 12-15 with dividend of 1 Kes annually I would still buy.
Soon situation will change and price may move up to average 14.50 with Dividends moving up from 45 cents ton 1Kes.


You really have to stop smoking that stuff. What was
Kk dividend for 2014? it wasn't 45 cents.
The investor's chief problem - and even his worst enemy - is likely to be himself
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heri
#36 Posted : Wednesday, August 05, 2015 3:00:53 PM
Rank: Member

Joined: 9/14/2011
Posts: 869
Location: nairobi
mlennyma wrote:
My system showed 0 supply at one point today, last seen during puma times,the demand side suggests leaked H1 results.May be


@mlennyma did the arbitration that has been going on between KK and KPRL ever come to an end?
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mlennyma
#37 Posted : Wednesday, August 05, 2015 3:07:29 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
heri wrote:
mlennyma wrote:
My system showed 0 supply at one point today, last seen during puma times,the demand side suggests leaked H1 results.May be


@mlennyma did the arbitration that has been going on between KK and KPRL ever come to an end?

the last time I heard of it is when kpc wanted abdullahi kicked out as arbitrator,I can't rule out, out of court agreement,if not so the normal kenyan judicial delays
"Don't let the fear of losing be greater than the excitement of winning."
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Afroblk
#38 Posted : Thursday, August 06, 2015 8:17:43 PM
Rank: New-farer

Joined: 3/3/2010
Posts: 79
Realtreaty wrote:
If KK becomes profitable and price remains at 12-15 with dividend of 1 Kes annually I would still buy.
Soon situation will change and price may move up to average 14.50 with Dividends moving up from 45 cents ton 1Kes.


I don't think the results will be impressive...look at all the major oil corporations around the world...they're all reporting less profits if not losses...KK will not be any different.
Knowledge is contagious...Infect truth!
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VituVingiSana
#39 Posted : Thursday, August 06, 2015 8:50:57 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
heri wrote:
mlennyma wrote:
My system showed 0 supply at one point today, last seen during puma times,the demand side suggests leaked H1 results.May be


@mlennyma did the arbitration that has been going on between KK and KPRL ever come to an end?

KK and KPRL was settled. There was an article or press release about it.
There is an industry-wide settlement (Yield Shift) that hasn't been settled. That affects everyone.

KK and KPC are still at it. Abdullahi ruled in favor of KK. KPC appealed. Some stupid judge (musinga) claimed the 6bn award was too much for the economy. [KK lost 6bn in 2012 and survived. KQ lost 45bn in 3 years. Kenya's economy hasn't collapsed]

Then KPC wanted the award reduced. KK protested. And it goes on I guess.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#40 Posted : Thursday, August 06, 2015 9:39:11 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Afroblk wrote:
Realtreaty wrote:
If KK becomes profitable and price remains at 12-15 with dividend of 1 Kes annually I would still buy.
Soon situation will change and price may move up to average 14.50 with Dividends moving up from 45 cents ton 1Kes.


I don't think the results will be impressive...look at all the major oil corporations around the world...they're all reporting less profits if not losses...KK will not be any different.

KK is not an oil corporation.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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