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KenolKobil FY14 PAT up 95%
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derick
#201 Posted : Wednesday, May 20, 2015 1:09:26 PM
Rank: Member


Joined: 1/10/2015
Posts: 411
Why all over sudden there are so many shares changing hands? What's in happening that we do not know?
Your income is directly related to your philosophy, Not the economy.-Jim Rohn
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mlennyma
#202 Posted : Wednesday, May 20, 2015 2:28:24 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
derick wrote:
Why all over sudden there are so many shares changing hands? What's in happening that we do not know?

they have suceeded to trade on hidden demand only to see the traded volume,we are small fish here.
"Don't let the fear of losing be greater than the excitement of winning."
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littledove
#203 Posted : Wednesday, May 20, 2015 9:02:40 PM
Rank: Veteran


Joined: 7/1/2014
Posts: 906
Location: sky
British multinational oil giant to re enter Kenyan market after exiting in 2007, they hinted after signing a deal with kenol kobil,
earlier this year they invested millions of dollars in southern africa
" Earlier this year, the multinational oil and gas
company BP reinforced its commitment to South
Africa with the announcement of a five billion rand
investment, and an equally substantial investment
in Mozambique.
“We have the downstream, which is mainly in the
Southern African regions. The upstream is in
Angola as well as Namibia. We’re also at present
looking at Tanzania. In Angola, we’ve been there
for quite some time now, it’s been very successful
and so the upstream side of the business in
Angola is up and running. We’re very happy with
the progress that is taking place there,” said
Orleyn.
ie (downstream and upstream locked now looking for eastern stream I believe)
kenol kobil said they are no longer looking for a suiter
are the two now in courtship and they don't want disturbance?
if so as shareholders we pray that we will hear the date of dowery payment within the 2 years ohana said he does not want disturbances
in the same period 2 to 3 years Kenya is will start commercial oil mining courtesy of tullow oil another British firm.
I read more in yesterday's partnership than we can see, but as always the big fish will play their cards under the table before we know what is happening
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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mlennyma
#204 Posted : Wednesday, May 20, 2015 10:27:34 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
littledove wrote:
British multinational oil giant to re enter Kenyan market after exiting in 2007, they hinted after signing a deal with kenol kobil,
earlier this year they invested millions of dollars in southern africa
" Earlier this year, the multinational oil and gas
company BP reinforced its commitment to South
Africa with the announcement of a five billion rand
investment, and an equally substantial investment
in Mozambique.
“We have the downstream, which is mainly in the
Southern African regions. The upstream is in
Angola as well as Namibia. We’re also at present
looking at Tanzania. In Angola, we’ve been there
for quite some time now, it’s been very successful
and so the upstream side of the business in
Angola is up and running. We’re very happy with
the progress that is taking place there,” said
Orleyn.
ie (downstream and upstream locked now looking for eastern stream I believe)
kenol kobil said they are no longer looking for a suiter
are the two now in courtship and they don't want disturbance?
if so as shareholders we pray that we will hear the date of dowery payment within the 2 years ohana said he does not want disturbances
in the same period 2 to 3 years Kenya is will start commercial oil mining courtesy of tullow oil another British firm.
I read more in yesterday's partnership than we can see, but as always the big fish will play their cards under the table before we know what is happening

and going by today,informed men were taking position
"Don't let the fear of losing be greater than the excitement of winning."
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mlennyma
#205 Posted : Wednesday, May 20, 2015 10:29:21 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
littledove wrote:
British multinational oil giant to re enter Kenyan market after exiting in 2007, they hinted after signing a deal with kenol kobil,
earlier this year they invested millions of dollars in southern africa
" Earlier this year, the multinational oil and gas
company BP reinforced its commitment to South
Africa with the announcement of a five billion rand
investment, and an equally substantial investment
in Mozambique.
“We have the downstream, which is mainly in the
Southern African regions. The upstream is in
Angola as well as Namibia. We’re also at present
looking at Tanzania. In Angola, we’ve been there
for quite some time now, it’s been very successful
and so the upstream side of the business in
Angola is up and running. We’re very happy with
the progress that is taking place there,” said
Orleyn.
ie (downstream and upstream locked now looking for eastern stream I believe)
kenol kobil said they are no longer looking for a suiter
are the two now in courtship and they don't want disturbance?
if so as shareholders we pray that we will hear the date of dowery payment within the 2 years ohana said he does not want disturbances
in the same period 2 to 3 years Kenya is will start commercial oil mining courtesy of tullow oil another British firm.
I read more in yesterday's partnership than we can see, but as always the big fish will play their cards under the table before we know what is happening

and going by today,informed men were taking position, big news will follow this is not kk of yesterday, this is a soft buyout developing
"Don't let the fear of losing be greater than the excitement of winning."
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Aguytrying
#206 Posted : Wednesday, May 20, 2015 10:33:46 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
@littledove. chema chajiuza kibaya chajitembeza.the moment you don't want to sell means the company values itself , means any prospective suitor can also see the value. and like u say, the BP castrol partnership + BP now coming back to Kenya. ( could we have a link for that) . There's more than meets the eye.

I'm wondering if BP do re-enter the kenyan market, KK will still be selling their castrol oils?
The investor's chief problem - and even his worst enemy - is likely to be himself
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mlennyma
#207 Posted : Wednesday, May 20, 2015 10:51:56 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
Aguytrying wrote:
@littledove. chema chajiuza kibaya chajitembeza.the moment you don't want to sell means the company values itself , means any prospective suitor can also see the value. and like u say, the BP castrol partnership + BP now coming back to Kenya. ( could we have a link for that) . There's more than meets the eye.

I'm wondering if BP do re-enter the kenyan market, KK will still be selling their castrol oils?

agreeing to build a 1.4b facility together must tell you they are not parting anytime soon infact they might endup being one company, all buses can leave me but this one will never.
"Don't let the fear of losing be greater than the excitement of winning."
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mlennyma
#208 Posted : Tuesday, June 16, 2015 9:17:58 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
Mr.ohana finally heard my cry and is hitting the news frequently with sweet news,from signing deals,to giving incentives, partnering with dtb,building stations. iam happily seated.who has received the dividend?
"Don't let the fear of losing be greater than the excitement of winning."
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whiteowl
#209 Posted : Tuesday, June 16, 2015 11:22:48 AM
Rank: Veteran


Joined: 4/16/2014
Posts: 1,420
Location: Bohemian Grove
mlennyma wrote:
Mr.ohana finally heard my cry and is hitting the news frequently with sweet news,from signing deals,to giving incentives, partnering with dtb,building stations. iam happily seated.who has received the dividend?

It's good he has finally seen the light. Not yet received dividend.
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Aguytrying
#210 Posted : Tuesday, June 16, 2015 2:16:32 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
whiteowl wrote:
mlennyma wrote:
Mr.ohana finally heard my cry and is hitting the news frequently with sweet news,from signing deals,to giving incentives, partnering with dtb,building stations. iam happily seated.who has received the dividend?

It's good he has finally seen the light. Not yet received dividend.


Ive recieved the warrant, but not the dividend. But dont worry this aint uchumi, well be paid.
The investor's chief problem - and even his worst enemy - is likely to be himself
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mlennyma
#211 Posted : Wednesday, June 17, 2015 10:58:37 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
Supply under pressure, we might return to the sweet times of 0 supply soon.
"Don't let the fear of losing be greater than the excitement of winning."
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mlennyma
#212 Posted : Thursday, June 18, 2015 2:47:21 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
Heavy pockets hide and buy this share but you will never see their live bids.
"Don't let the fear of losing be greater than the excitement of winning."
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murchr
#213 Posted : Friday, July 24, 2015 5:28:41 AM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
PRIVATE oil firms will be locked out of the lucrative multi-billion government fuel tenders once supply is centralised.

The government wants state owned National Oil Corporation to be the sole supplier to all ministries and agencies.

In a letter to principal secretaries dated April 30, and copied to Cabinet Secretaries, chief of staff and head of the public service Joseph Kinyua asked all ministries and government agencies, to liaise and negotiate with the corporation for supply of fuel.

In the letter referenced OP/CAP.9/108 the government allows for existing contracts to run end after which the ministry or agency shall revert to the National oil.

- See more at: http://www.the-star.co.k...ies#sthash.223krb97.dpuf
"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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heri
#214 Posted : Tuesday, August 11, 2015 10:12:31 AM
Rank: Member


Joined: 9/14/2011
Posts: 834
Location: nairobi
Kausha wrote:
I believe you are are horribly wrong on KK. No way valuation of KK is below 15bob. Even on break up value basis KK's property is worth upwards of USD 500m.

The steady evolution of KK's gross margin over the past two years and the substantial operating leverage created by the cost compression and debt repayments should result in Ksh 6.5 Billion EBITDA in 2015. Knock off Ksh 1B Depreciation and another conservative Ksh 1B financing cost and you end up with PBT of 4.5B.

I am still waiting on a Tax Guru to enlighten us why KK did not paid Ksh 495m tax when they have a massive Kshs 2.2 Billion Deferred tax asset.

Should KK make this Ksh 4.5Billion profit certainly the deferred tax asset should offset any tax payables. Even at worst case assuming 30% taxation KK should end up with about 3B profit which is Ksh 2+ EPS. This is my personal forecast.


@kausha, how is this prediction coming along? was the question on utilisation of the deferred tax asset answered?
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Aguytrying
#215 Posted : Tuesday, August 11, 2015 10:24:03 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
.
The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying
#216 Posted : Tuesday, August 11, 2015 10:27:58 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
[quote=murchr]PRIVATE oil firms will be locked out of the lucrative multi-billion government fuel tenders once supply is centralised.

The government wants state owned National Oil Corporation to be the sole supplier to all ministries and agencies.

In a letter to principal secretaries dated April 30, and copied to Cabinet Secretaries, chief of staff and head of the public service Joseph Kinyua asked all ministries and government agencies, to liaise and negotiate with the corporation for supply of fuel.

In the letter referenced OP/CAP.9/108 the government allows for existing contracts to run end after which the ministry or agency shall revert to the National oil.

- See more at: http://www.the-star.co.k...es#sthash.223krb97.dpuf[/quote]

This if enacted will be the DEATH of NOC. or should i say re-death. GOV oil market supplier vs GOv entities?
The investor's chief problem - and even his worst enemy - is likely to be himself
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