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The KenolKobil 2015 pendulum

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Cde Monomotapa		#371 Posted : Thursday, February 25, 2016 4:47:10 PM
Rank: Chief Joined: 1/13/2011 Posts: 5,964		Quote: @CDE. so would you rather a stock that stagnates over a 4 year period (KK). Or a stock that loses >80% of its value (KQ 50 - 4.50) Vvs has answered that extensively that his foresight is forever shattered!! KK. Moves synonymous to how Berkshire moved stealthily out of textile or just an asset flipper like SCBK. Let's see the results. Remember, buy low, sell high
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Aguytrying		#372 Posted : Thursday, February 25, 2016 4:54:33 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		VituVingiSana wrote: 10.25 has printed. The 'revelation' that KK can pay off all its debt by June 2016 is very good news. Projects to fund: 1) BP/Castrol plant 500mn 2) New Office Building: 1.5bn KK has $28mn in debt [says Ohana]. Let's make a huge assumption it's $10mn [anyone with more info? The Annual Report doesn't have enough detail] came from sale of assets & inventories in TZ and DRC so net debt is $18mn. So if KK can make $6mn cash per month (18/3) that's PBT [assuming cash = profits] of 600mn/month x 12 months = 7.2bn x 70% (tax) = 5bn ... Are talking of EPS KES 3/share in 2016? Note that the reduction is debt is also helped by the REDUCTION in the cost of inventory thanks to low(er) fuel prices not just profits Let me dial down my enthusiasm. Let's say KK makes just 2/- in 2016. Elections in 2017. Let's stick with 2/- for 2017. What would it be worth in 2018 as a Takeover Target? The Shs2.8 billion debt could be after the sale of the TZ congo assets.... Whis would make the EPs calculations higher, so your probably right. Lets stick with EPS of 2.0, remember i mentioned this EPS not too long ago. at least 30.00 per share. The most profitable fuel marketer in kenya, debt free, attractive assets... The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying		#373 Posted : Thursday, February 25, 2016 4:59:23 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		Cde Monomotapa wrote: Quote: @CDE. so would you rather a stock that stagnates over a 4 year period (KK). Or a stock that loses >80% of its value (KQ 50 - 4.50) Vvs has answered that extensively that his foresight is forever shattered!! KK. Moves synonymous to how Berkshire moved stealthily out of textile or just an asset flipper like SCBK. Let's see the results. Remember, buy low, sell high I want to hear it from you. I do not know what he said and Your the one defending KQ vs KK. The investor's chief problem - and even his worst enemy - is likely to be himself
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Cde Monomotapa		#374 Posted : Thursday, February 25, 2016 5:03:55 PM
Rank: Chief Joined: 1/13/2011 Posts: 5,964		Aguytrying wrote: Cde Monomotapa wrote: Quote: @CDE. so would you rather a stock that stagnates over a 4 year period (KK). Or a stock that loses >80% of its value (KQ 50 - 4.50) Vvs has answered that extensively that his foresight is forever shattered!! KK. Moves synonymous to how Berkshire moved stealthily out of textile or just an asset flipper like SCBK. Let's see the results. Remember, buy low, sell high I want to hear it from you. I do not know what he said and Your the one defending KQ vs KK. We are all learning from vvs now. nkt! Ask vvs!
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streetwise		#375 Posted : Thursday, February 25, 2016 5:11:29 PM
Rank: Veteran Joined: 6/23/2011 Posts: 1,740 Location: Nairobi		I don't understand, si there other shares in the market why only these two choices unless your money is already tied in there in which case you have no choices to make but to bind time
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Aguytrying		#376 Posted : Thursday, February 25, 2016 5:16:33 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		streetwise wrote: I don't understand, si there other shares in the market why only these two choices unless your money is already tied in there in which case you have no choices to make but to bind time You know when you get burnt, you look for your friends who are not burning to disturb them The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying		#377 Posted : Thursday, February 25, 2016 5:19:45 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		mlennyma wrote: If i was the chairman of the board i would propose a 1 for 20 bonus and 30cts dividend to reward those who stood by me when i was drowning. at close of business today nobody was willing to sell at 10.20 I cant remember the last time we could say that about KK. No supply! its been unheard of for 4 -5 years! BTW this time the bus may have left the station for good, unless the claws of the bear are too strong. The investor's chief problem - and even his worst enemy - is likely to be himself
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Cde Monomotapa		#378 Posted : Thursday, February 25, 2016 5:27:51 PM
Rank: Chief Joined: 1/13/2011 Posts: 5,964		Aguytrying wrote: streetwise wrote: I don't understand, si there other shares in the market why only these two choices unless your money is already tied in there in which case you have no choices to make but to bind time You know when you get burnt, you look for your friends who are not burning to disturb them Signed: vvs
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mlennyma		#379 Posted : Thursday, February 25, 2016 5:32:14 PM
Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi		Aguytrying wrote: mlennyma wrote: If i was the chairman of the board i would propose a 1 for 20 bonus and 30cts dividend to reward those who stood by me when i was drowning. at close of business today nobody was willing to sell at 10.20 I cant remember the last time we could say that about KK. No supply! its been unheard of for 4 -5 years! BTW this time the bus may have left the station for good, unless the claws of the bear are too strong. Kk share could not gain much for the last 2 years because informed investors were still doubting their recovery plans,this left wanjikus speculating on small gains,now the recovery plan is confirmed lets wait and see "Don't let the fear of losing be greater than the excitement of winning."
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Cde Monomotapa		#380 Posted : Thursday, February 25, 2016 5:44:03 PM
Rank: Chief Joined: 1/13/2011 Posts: 5,964		mlennyma wrote: Aguytrying wrote: mlennyma wrote: If i was the chairman of the board i would propose a 1 for 20 bonus and 30cts dividend to reward those who stood by me when i was drowning. at close of business today nobody was willing to sell at 10.20 I cant remember the last time we could say that about KK. No supply! its been unheard of for 4 -5 years! BTW this time the bus may have left the station for good, unless the claws of the bear are too strong. Kk share could not gain much for the last 2 years because informed investors were still doubting their recovery plans,this left wanjikus speculating on small gains,now the recovery plan is confirmed lets wait and see Ona!! Imesemekana, kumbe ni kweli.. all ready to raid the company!
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