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KENOL/KOBIL
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mv_ufanisi
#21 Posted : Tuesday, May 04, 2010 12:38:22 PM
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Joined: 1/15/2010
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@ProverB by the time the fundamentals are confirmed - the share price will likely have moved to reflect the confirmed value. haha.

Fundamentals of this stock are good - growing economy, increasing number of vehicles, P/E value of less than 10, valuable assets - locations of stations, control of oil marketing, can pass additional costs to consumers, etc.
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VituVingiSana
#22 Posted : Tuesday, May 04, 2010 7:37:09 PM
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@ProverB is correct... There was a time Total decided to lose sales to increase Profit Margins... Why? Coz the risk was too great of those extra sales...

Higher prices (due to high INPUT costs) does not mean higher profits...

That said... I think KK will increase market share... and profits from its regional subsidiaries will be much better...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#23 Posted : Tuesday, May 04, 2010 7:38:27 PM
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winston wrote:
What will stop Kenol/Kobil reserving the awarded/settlement cash (from KPC) and later using it to buy shares in KPC either before or after KPC IPO? That way shareholders will reap the benefits of dominant positions in the distribution network and the retail market at the same time!

This is a complex transaction... The KPC decision has been appealed by KPC...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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winston
#24 Posted : Wednesday, May 05, 2010 5:58:10 AM
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@VVS - Agreed transaction will be complex but very lucrative. KPC's appeal is bound to fail.
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VituVingiSana
#25 Posted : Wednesday, May 05, 2010 6:38:39 AM
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Grin... I hope so... I have only 1 of (est) 40 million shares in KPC while a much larger percentage in Kenol...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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subaru
#26 Posted : Wednesday, May 05, 2010 8:47:51 AM
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am seeing a trade of 99.5 today ? this fuel price hike is really doing wonders
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mv_ufanisi
#27 Posted : Wednesday, May 05, 2010 8:49:08 AM
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@subaru - KenolKobil has announced a split of 1:10 which shareholders can approve on May 20 - expect this baby to rally!
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subaru
#28 Posted : Wednesday, May 05, 2010 9:06:32 AM
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when was the split announced ?
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cnn
#29 Posted : Wednesday, May 05, 2010 9:13:00 AM
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i saw that in the annual report posted last week.
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mv_ufanisi
#30 Posted : Wednesday, May 05, 2010 9:16:41 AM
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Saw that today morning from NSE. I'm sure it will be in the news today. So let's wait and see what happens until end of this month.
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VituVingiSana
#31 Posted : Wednesday, May 05, 2010 9:30:22 AM
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They have not announced a split... well , not officially...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mv_ufanisi
#32 Posted : Wednesday, May 05, 2010 9:43:31 AM
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VituVingiSana wrote:
They have not announced a split... well , not officially...


It's a proposed split that will be voted on by the shareholders on May 20th. I expect it to pass.

Anyway, it will definitely increase supply of these shares ... anyone's guess on the price movement. Still think this is a good company.
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cnn
#33 Posted : Wednesday, May 05, 2010 1:04:41 PM
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Last price 105,vwap 93.
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VituVingiSana
#34 Posted : Wednesday, May 05, 2010 1:20:34 PM
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Up, up and away!!!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#35 Posted : Thursday, May 06, 2010 7:48:53 AM
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Regret!! regret!! regret!! and more regret!! i was looking at this thing VERY closely at 75-80 but never made a move....
Mark 12:29
Deuteronomy 4:16
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Gordon Gekko
#36 Posted : Thursday, May 06, 2010 8:10:29 AM
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@guru, you can't win all the time. I averaged down to 68 from 115. It however doesn't seem to correlate with Total where I bought at 31, still stuck in that neighbourhood.
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ProverB
#37 Posted : Thursday, May 06, 2010 8:32:49 AM
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guru267 wrote:
Regret!! regret!! regret!! and more regret!! i was looking at this thing VERY closely at 75-80 but never made a move....


no need to... very few people are aware what's up... i suggest press wil notice next week and start hyping the stock again...especially that karani fellow of ktn sunrise..Laughing out loudly Laughing out loudly
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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Horton
#38 Posted : Thursday, May 06, 2010 8:44:44 AM
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I think you can still get in even now.... It's still got another 40 bob or so to go.....at 140, it would be at a fwd pe of 10 and a current/trailing pe of 15 which is it's correct value. I got in at 46, nice chunk
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Gordon Gekko
#39 Posted : Thursday, May 06, 2010 8:59:28 AM
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I looked at its valuation differently. The cum price before the split announcement was 84.50, ex price would have been 81, meaning the newly split share would have been 8.10, placing it in the league of Orchards and Paka. Now how many people would have wanted to buy it at that price? I reckon the whole market thereby driving up the price to the 20 region. I reckon the stock is a bargain till 200.
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cnn
#40 Posted : Thursday, May 06, 2010 9:00:02 AM
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Bought at 55,64,71 and 84 purely on basis of low PE,will wait for AGM before making my next move.And Total does give quartely financials,which should give an indication of how the sector is doing.
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