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The KenolKobil 2015 pendulum
Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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Aguytrying wrote:Magnate wrote:Instrestingly 1.1m shares moved before halfday @ 8.0,foreign exit at 99% Don't worry about foreigners we know about kk. @newbie. When it reaches 7.80 you wait for 7.70! The same foreigners will come for it later. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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2.2mn traded today. So far. I remain steadfast that KK will be a star. *Please note I am watching this! I don't want Ohana to do a Segman* Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove
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VituVingiSana wrote:2.2mn traded today. So far. I remain steadfast that KK will be a star. *Please note I am watching this! I don't want Ohana to do a Segman* Every time there is a price dip,volume spikes. Lots of sharks waiting for this one.
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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Driver @VVS, conductor @Aguy, Semi conductor (squadi)@Mlennyma,Passengers @Boris boyka et Al.....am in @ 8.50 and below. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Boris Boyka wrote:Driver @VVS, conductor @Aguy, Semi conductor (squadi)@Mlennyma,Passengers @Boris boyka et Al.....am in @ 8.50 and below. Wewe Wacha @enyands , traffic policeman . Waiting too for same 8.50
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Rank: Elder Joined: 7/22/2009 Posts: 7,455
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Boris Boyka wrote:Driver @VVS, conductor @Aguy, Semi conductor (squadi)@Mlennyma,Passengers @Boris boyka et Al.....am in @ 8.50 and below. Reminds of Njung'es' answer in a physics exam! Question: What is the difference between a conductor and a semi conductor? Njung'e: The conductor goes with the matatu while the semi conductor is left at the stage! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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MaichBlack wrote:Boris Boyka wrote:Driver @VVS, conductor @Aguy, Semi conductor (squadi)@Mlennyma,Passengers @Boris boyka et Al.....am in @ 8.50 and below. Reminds of Njung'es' answer in a physics exam! Question: What is the difference between a conductor and a semi conductor? Njung'e: The conductor goes with the matatu while the semi conductor is left at the stage! Exactly! I meant it! Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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The battle to stay above 8bob goes on. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 11/1/2013 Posts: 257
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mlennyma wrote:The battle to stay above 8bob goes on. seems the offloader is through or just taking a break,...sharks at 8 & below. No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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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. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 11/1/2013 Posts: 257
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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
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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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 "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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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 Word. Seems @magnate doesn't remember our Simon Makonde Story. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Elder Joined: 8/16/2011 Posts: 2,297
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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 Word. Seems @magnate doesn't remember our Simon Makonde Story. 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
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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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 Word. Seems @magnate doesn't remember our Simon Makonde Story. 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."
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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@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
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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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
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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http://www.businessdaily...52/-/ctbp73/-/index.html"Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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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."
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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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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