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The KenolKobil 2015 pendulum
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mlennyma
#41 Posted : Friday, August 07, 2015 9:17:49 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
This arbitration thing confirms kpc has almost confirmed its mistakes their problem is the award size.
"Don't let the fear of losing be greater than the excitement of winning."
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heri
#42 Posted : Friday, August 07, 2015 9:46:55 AM
Rank: Member


Joined: 9/14/2011
Posts: 834
Location: nairobi
VituVingiSana wrote:
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.


So we could get some windfall gain along the way

Yesterday I dreamt this share was trading at Kshs 39- but it was just a dream .probably because of spending too much time in wazua

in the same dream i also dreamt the share price being at shs 12.50 and was excited to have made 50% gain having bought at 8 bob
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stock.enigma
#43 Posted : Friday, August 07, 2015 10:17:35 AM
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Joined: 8/14/2009
Posts: 244
@heri, your dreams are valid
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VituVingiSana
#44 Posted : Friday, August 07, 2015 2:09:57 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
heri wrote:
VituVingiSana wrote:
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.


So we could get some windfall gain along the way

Yesterday I dreamt this share was trading at Kshs 39- but it was just a dream .probably because of spending too much time in wazua

in the same dream i also dreamt the share price being at shs 12.50 and was excited to have made 50% gain having bought at 8 bob


The KPRL-Industry Settlement is dependent on when the broke GoK is ready to settle.

1) Some industry players expect ERC to load on a 'fee' onto fuel sales to fund the settlement. So consumers will pay for KPRL's past inefficiencies.

2) KPRL has tanks which could be leased (or sold) to OMCs in lieu of the payments under the settlement.

3) GoK makes a one-time settlement by paying cash (unlikely) or issuing special non-redeemable bonds to the firms.

Both #1 or #2 benefit KK over time. #3 is a financial settlement & preferred since it gives KK an immediate balance sheet boost.

KPC will eventually go KK's way but the wheels of (in)justice in KE are agonizingly slow. It does not bode well when one is trying to sell KK to a foreign buyer. KPC is a government entity & why should a foreigner want to mess with GoK?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Realtreaty
#45 Posted : Saturday, August 08, 2015 11:01:28 AM
Rank: Elder


Joined: 8/16/2011
Posts: 2,297
The stock will be boosted above 10 by HY2015 tidings.
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Realtreaty
#46 Posted : Monday, August 10, 2015 7:05:19 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,297
Applause smile Laughing out loudly Laughing out loudly and there comes my Prediction on 8/8/2015. Quite good tidings.
Iterim of 10 cents is a morning shower!
Quote:
"Mvumilivu hula mbivu"
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Realtreaty
#47 Posted : Tuesday, August 11, 2015 2:38:00 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,297
smile smile When we say Yes, it is a YES....and it comes with an Interim dividend. This is the money /riches I hd proposed to be paid as Bonus in FY2014
KenolKobil net profit up to Sh918m on cost-cutting
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Realtreaty
#48 Posted : Wednesday, August 12, 2015 4:10:26 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,297
Laughing out loudly Laughing out loudly The Makangas who hang on this KK mbus at Kawangware just went out at Dagoreti Corner trying to rip from 8.20 to 9.00. The sell button may have caused the unusual day drop!!!
Once they are out tutashukuma gari hadi town with rich entries at 10 and above along Ngong rd.
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Realtreaty
#49 Posted : Wednesday, August 26, 2015 5:25:05 AM
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Realtreaty
#50 Posted : Wednesday, September 30, 2015 12:08:20 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,297
The driving force this yer is the Heart and prayers. KK price has remained constantly the same Gem come rain come sun.The only changes are dividends. Still there is a future on this stock.
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mulla
#51 Posted : Wednesday, September 30, 2015 3:24:05 PM
Rank: Member


Joined: 6/15/2013
Posts: 301
Realtreaty wrote:
The driving force this yer is the Heart and prayers. KK price has remained constantly the same Gem come rain come sun.The only changes are dividends. Still there is a future on this stock.


And when the bull returns in town with the likes of KCB etc riding hard KK will continue being a spectator. Same dilemma with Kenya Re....
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mlennyma
#52 Posted : Wednesday, September 30, 2015 4:45:46 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
mulla wrote:
Realtreaty wrote:
The driving force this yer is the Heart and prayers. KK price has remained constantly the same Gem come rain come sun.The only changes are dividends. Still there is a future on this stock.


And when the bull returns in town with the likes of KCB etc riding hard KK will continue being a spectator. Same dilemma with Kenya Re....

not this time round
"Don't let the fear of losing be greater than the excitement of winning."
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enyands
#53 Posted : Wednesday, September 30, 2015 5:04:54 PM
Rank: Elder


Joined: 12/25/2014
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Location: kenya
Will raise eyebrows when it reaches past 10.Since I joined wazua is been the same no matter the hype and wazua marketing going on. Shame on you
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sparkly
#54 Posted : Thursday, October 01, 2015 7:55:29 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
mulla wrote:
Realtreaty wrote:
The driving force this yer is the Heart and prayers. KK price has remained constantly the same Gem come rain come sun.The only changes are dividends. Still there is a future on this stock.


And when the bull returns in town with the likes of KCB etc riding hard KK will continue being a spectator. Same dilemma with Kenya Re....


I disagree on Kenya Re. It is worth 40
Life is short. Live passionately.
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mlennyma
#55 Posted : Thursday, October 01, 2015 3:04:29 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
enyands wrote:
Will raise eyebrows when it reaches past 10.Since I joined wazua is been the same no matter the hype and wazua marketing going on. Shame on you

strong trades at close of business at 9 slow but sure
"Don't let the fear of losing be greater than the excitement of winning."
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enyands
#56 Posted : Thursday, October 01, 2015 8:52:45 PM
Rank: Elder


Joined: 12/25/2014
Posts: 2,300
Location: kenya
mlennyma wrote:
enyands wrote:
Will raise eyebrows when it reaches past 10.Since I joined wazua is been the same no matter the hype and wazua marketing going on. Shame on you

strong trades at close of business at 9 slow but sure


Hit me when it's 10. I'm thinking of opening my eyes .
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mlennyma
#57 Posted : Monday, October 05, 2015 11:50:43 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
So far among the best if not the top best stock navigating the bear
"Don't let the fear of losing be greater than the excitement of winning."
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Kausha
#58 Posted : Monday, October 05, 2015 1:34:45 PM
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Joined: 2/8/2007
Posts: 808
Trnxn on de hrzn
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Aguytrying
#59 Posted : Monday, October 05, 2015 1:44:38 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
So far among the best if not the top best stock navigating the bear


Very true. Let's hope when the bull returns the company will still be doing well. This thing can hit 20 at that point, no jokes.
The investor's chief problem - and even his worst enemy - is likely to be himself
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VituVingiSana
#60 Posted : Monday, October 05, 2015 6:11:37 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
Aguytrying wrote:
mlennyma wrote:
So far among the best if not the top best stock navigating the bear


Very true. Let's hope when the bull returns the company will still be doing well. This thing can hit 20 at that point, no jokes.

No open hedges on USD or Oil. The profits are core operational profits. Lower finance costs will also help as the debt was reduced aggressively as seen in the Balance Sheet from June 2014 to Dec 2014 to June 2015.

20 is stretch for now but I will take 15. Applause Applause Applause ... Ultimately, the 'bride' is being prepared for marriage.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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