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The KenolKobil 2015 pendulum
Magnate
#131 Posted : Thursday, December 03, 2015 3:15:57 PM
Rank: Member

Joined: 11/1/2013
Posts: 257
mlennyma wrote:
Magnate wrote:
mlennyma wrote:
The battle to stay above 8bob goes on.


seems the offloader is through or just taking a break,...sharks at 8 & below.

ok,then if the foreigners are broke of shares to sell we can slowly start our journey up again.


yah no foreign exits today we begin our journey back to 9+.though thin volume traded,a substantial moved at the last minutes closing at 8.10 leaving a demand of 20K shares,the bus is leaving....
No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
mlennyma
#132 Posted : Thursday, December 03, 2015 3:22:48 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Magnate wrote:
mlennyma wrote:
Magnate wrote:
mlennyma wrote:
The battle to stay above 8bob goes on.


seems the offloader is through or just taking a break,...sharks at 8 & below.

ok,then if the foreigners are broke of shares to sell we can slowly start our journey up again.


yah no foreign exits today we begin our journey back to 9+.though thin volume traded,a substantial moved at the last minutes closing at 8.10 leaving a demand of 20K shares,the bus is leaving....

it normally leaves on Friday and stalls on Monday Sad
"Don't let the fear of losing be greater than the excitement of winning."
Boris Boyka
#133 Posted : Thursday, December 03, 2015 3:42:16 PM
Rank: Veteran

Joined: 11/15/2013
Posts: 1,977
Location: Here
mlennyma wrote:
Magnate wrote:
mlennyma wrote:
Magnate wrote:
mlennyma wrote:
The battle to stay above 8bob goes on.


seems the offloader is through or just taking a break,...sharks at 8 & below.

ok,then if the foreigners are broke of shares to sell we can slowly start our journey up again.


yah no foreign exits today we begin our journey back to 9+.though thin volume traded,a substantial moved at the last minutes closing at 8.10 leaving a demand of 20K shares,the bus is leaving....

it normally leaves on Friday and stalls on Monday Sad

Word. Seems @magnate doesn't remember our Simon Makonde Story.
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
Realtreaty
#134 Posted : Friday, December 04, 2015 11:36:41 PM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
Boris Boyka wrote:
mlennyma wrote:
Magnate wrote:
mlennyma wrote:
Magnate wrote:
mlennyma wrote:
The battle to stay above 8bob goes on.


seems the offloader is through or just taking a break,...sharks at 8 & below.

ok,then if the foreigners are broke of shares to sell we can slowly start our journey up again.


yah no foreign exits today we begin our journey back to 9+.though thin volume traded,a substantial moved at the last minutes closing at 8.10 leaving a demand of 20K shares,the bus is leaving....

it normally leaves on Friday and stalls on Monday Sad

Word. Seems @magnate doesn't remember our Simon Makonde Story.

smile For KK i am in for dividend and a possible partnership at one date in future. They are planting their own office. Like BAT they will one time result in paying much better dividends
mlennyma
#135 Posted : Saturday, December 05, 2015 11:00:57 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Realtreaty wrote:
Boris Boyka wrote:
mlennyma wrote:
Magnate wrote:
mlennyma wrote:
Magnate wrote:
mlennyma wrote:
The battle to stay above 8bob goes on.


seems the offloader is through or just taking a break,...sharks at 8 & below.

ok,then if the foreigners are broke of shares to sell we can slowly start our journey up again.


yah no foreign exits today we begin our journey back to 9+.though thin volume traded,a substantial moved at the last minutes closing at 8.10 leaving a demand of 20K shares,the bus is leaving....

it normally leaves on Friday and stalls on Monday Sad

Word. Seems @magnate doesn't remember our Simon Makonde Story.

smile For KK i am in for dividend and a possible partnership at one date in future. They are planting their own office. Like BAT they will one time result in paying much better dividends

the next nse bull will blow kk past 20
"Don't let the fear of losing be greater than the excitement of winning."
VituVingiSana
#136 Posted : Sunday, December 06, 2015 1:01:23 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
@miennyma - The profits are good.

I expect the EPS to be 1.25 based on the low oil prices (hence higher margins), reduced debt and volume growth in 2H vs 1H. The EPS for 1H was almost 0.60 so there's room to grow.

20 may be steep at the moment (or near future) unless there's a takeover.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#137 Posted : Sunday, December 13, 2015 2:42:32 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Brent down to $38 for January delivery. Sounds better and better for KK. As prices of Brent drop, the final refined product should get cheaper, the financing required for cargoes and stocks reduces...
This means KK gets better Operating Margins & Net Margins... If the expenses are well managed then the PBT (& PAT) increases. I expect 2015's PAT +100% vs 2014. Too early to say about 2016 but indications are that barring any crazy [do not underestimate the crazies] movements, 1Q should be good too.

I was at a KK station jana. It used to have frequent dry-outs but the station is now under New Management. The entrance/exit have been repaired. The station still needs a lot of work but it has great potential as a real estate play too. Multiply that by 100. This is just the low-hanging fruit.

Unlike Segman, Ohana doesn't advertise every OTS win but according to industry sources KK has been bringing in cargoes under OTS though not as many as Segman brought in but it's a start. Low margin but high volume.

The 1H report indicated that the subsidiaries had started pulling their weight & expansion will be limited to the ability of each subsidiary to finance its own expansion.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mlennyma
#138 Posted : Monday, December 14, 2015 11:44:06 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
http://www.businessdaily...52/-/ctbp73/-/index.html
"Don't let the fear of losing be greater than the excitement of winning."
mlennyma
#139 Posted : Monday, December 14, 2015 11:47:19 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
mlennyma wrote:
http://www.businessdailyafrica.com/Corporate-News/Total--Shell-and-Kenol-cede-more-market-share/-/539550/2994852/-/ctbp73/-/index.html

Loss of market share,,vivo=1.9%,total=0.7%,kk=0.1% am i in order to say kk has done best on the top three???
"Don't let the fear of losing be greater than the excitement of winning."
Aguytrying
#140 Posted : Monday, December 14, 2015 12:12:26 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
mlennyma wrote:
http://www.businessdailyafrica.com/Corporate-News/Total--Shell-and-Kenol-cede-more-market-share/-/539550/2994852/-/ctbp73/-/index.html

Loss of market share,,vivo=1.9%,total=0.7%,kk=0.1% am i in order to say kk has done best on the top three???


What makes me happiest is the PAT with Kenol doing better than total,despite the higher market share.
KK of late is refurbishing stations which is good as it will increase sales. I've noted at least 3 with a new one among. Mpaka I fueled their in my delight.
The investor's chief problem - and even his worst enemy - is likely to be himself
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