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The KenolKobil 2015 pendulum
obiero
#1301 Posted : Monday, January 09, 2017 6:47:58 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,224
Location: nairobi
VituVingiSana wrote:
mlennyma wrote:
VituVingiSana wrote:
Good news for KK as the pressure on ERC increases. http://www.businessdaily...0178-1cg6d9z/index.html KK can write back the amount as the cash comes in. This will not be allowed until 2018 coz of elections in 2017 but better late than never

kenol kobil decided to write off 3.1billion? is kenol trying to be government friendly by avoiding confrontations? if the others succeed will kenol be part of the deal?..but again how will this additional shilling help if marketers are still giving discounts?.meanwhile kenol emerged the best performing share in 2016 and analysts including me expect it to be attractive in 2017


I think it was 1.3bn for this matter BUT I could be wrong. There is also the KPC matter.
Not trying to be "GoK-friendly" but if you haven't been paid for 15 years then take the provision and the tax benefit that comes with it.
It seems Ohana isn't taking GoK to court as much as Segman did. That said, if KK is owed 1.3-3.1bn from GoK then it should fight until all doors are closed.
Yes, they cannot ignore KK and pay the others since KK can also go to court citing the payments to the others. KK can always cut a deal with GoK and settle for less. If ERC is forced to add KES 0.10 - 1.00 to the price then KK will also benefit.
The "extra" shilling per litre is pure profit [cash inflow] for KK. The Deal Poa can be increased to 6/- but for now KK can put it in its pocket & pay it to us as a dividend.

Hahaha.. Umeongea kama board member.. Meanwhile hii kitu ishuke hadi 11 tununue. Down to KES 14 today

sparkly
#1302 Posted : Monday, January 09, 2017 8:06:32 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
mlennyma wrote:
VituVingiSana wrote:
Good news for KK as the pressure on ERC increases. http://www.businessdaily...0178-1cg6d9z/index.html KK can write back the amount as the cash comes in. This will not be allowed until 2018 coz of elections in 2017 but better late than never

kenol kobil decided to write off 3.1billion? is kenol trying to be government friendly by avoiding confrontations? if the others succeed will kenol be part of the deal?..but again how will this additional shilling help if marketers are still giving discounts?.meanwhile kenol emerged the best performing share in 2016 and analysts including me expect it to be attractive in 2017


I think it was 1.3bn for this matter BUT I could be wrong. There is also the KPC matter.
Not trying to be "GoK-friendly" but if you haven't been paid for 15 years then take the provision and the tax benefit that comes with it.
It seems Ohana isn't taking GoK to court as much as Segman did. That said, if KK is owed 1.3-3.1bn from GoK then it should fight until all doors are closed.
Yes, they cannot ignore KK and pay the others since KK can also go to court citing the payments to the others. KK can always cut a deal with GoK and settle for less. If ERC is forced to add KES 0.10 - 1.00 to the price then KK will also benefit.
The "extra" shilling per litre is pure profit [cash inflow] for KK. The Deal Poa can be increased to 6/- but for now KK can put it in its pocket & pay it to us as a dividend.


Hapo umetudanganya. It's hard to benefit from a deal that you are not a claimant. Secondly, a 1 bob increase above board will benefit OMCs that were not affected by the yield shift. How will this be sorted? Will the non-claimants surrender 1 bob per litre to ERC?
Life is short. Live passionately.
VituVingiSana
#1303 Posted : Tuesday, January 10, 2017 12:33:43 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
sparkly wrote:
VituVingiSana wrote:
mlennyma wrote:
VituVingiSana wrote:
Good news for KK as the pressure on ERC increases. http://www.businessdaily...0178-1cg6d9z/index.html KK can write back the amount as the cash comes in. This will not be allowed until 2018 coz of elections in 2017 but better late than never

kenol kobil decided to write off 3.1billion? is kenol trying to be government friendly by avoiding confrontations? if the others succeed will kenol be part of the deal?..but again how will this additional shilling help if marketers are still giving discounts?.meanwhile kenol emerged the best performing share in 2016 and analysts including me expect it to be attractive in 2017


I think it was 1.3bn for this matter BUT I could be wrong. There is also the KPC matter.
Not trying to be "GoK-friendly" but if you haven't been paid for 15 years then take the provision and the tax benefit that comes with it.
It seems Ohana isn't taking GoK to court as much as Segman did. That said, if KK is owed 1.3-3.1bn from GoK then it should fight until all doors are closed.
Yes, they cannot ignore KK and pay the others since KK can also go to court citing the payments to the others. KK can always cut a deal with GoK and settle for less. If ERC is forced to add KES 0.10 - 1.00 to the price then KK will also benefit.
The "extra" shilling per litre is pure profit [cash inflow] for KK. The Deal Poa can be increased to 6/- but for now KK can put it in its pocket & pay it to us as a dividend.


Hapo umetudanganya. It's hard to benefit from a deal that you are not a claimant. Secondly, a 1 bob increase above board will benefit OMCs that were not affected by the yield shift. How will this be sorted? Will the non-claimants surrender 1 bob per litre to ERC?

OK. Let's revisit this in 2 years.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Realtreaty
#1304 Posted : Friday, January 13, 2017 3:37:01 PM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
Good news coming where kk is diversifying by entering other avenues of interest to enhance good tides. I am still buying this njaanuary. Too good it has come done by 2 Bob to date. Ohana is also proposing oroper engagement in national oil being extracted in Kenya. Happy new year 2017.
mlennyma
#1305 Posted : Friday, January 13, 2017 8:09:34 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Realtreaty wrote:
Good news coming where kk is diversifying by entering other avenues of interest to enhance good tides. I am still buying this njaanuary. Too good it has come done by 2 Bob to date. Ohana is also proposing oroper engagement in national oil being extracted in Kenya. Happy new year 2017.

the absence of speculators is what is holding this share otherwise with the massacre in the nse people could have competed to sell downwards
"Don't let the fear of losing be greater than the excitement of winning."
sparkly
#1306 Posted : Saturday, January 14, 2017 1:15:05 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
mlennyma wrote:
Realtreaty wrote:
Good news coming where kk is diversifying by entering other avenues of interest to enhance good tides. I am still buying this njaanuary. Too good it has come done by 2 Bob to date. Ohana is also proposing oroper engagement in national oil being extracted in Kenya. Happy new year 2017.

the absence of speculators is what is holding this share otherwise with the massacre in the nse people could have competed to sell downwards


The faithful of this stock have been through highs and lows, the yings and yangs, near heaven and hell. They patiently wait for a suitor, not concerned by the daily ups and downs of the stock market.
Life is short. Live passionately.
mlennyma
#1307 Posted : Saturday, January 14, 2017 2:32:16 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
sparkly wrote:
mlennyma wrote:
Realtreaty wrote:
Good news coming where kk is diversifying by entering other avenues of interest to enhance good tides. I am still buying this njaanuary. Too good it has come done by 2 Bob to date. Ohana is also proposing oroper engagement in national oil being extracted in Kenya. Happy new year 2017.

the absence of speculators is what is holding this share otherwise with the massacre in the nse people could have competed to sell downwards


The faithful of this stock have been through highs and lows, the yings and yangs, near heaven and hell. They patiently wait for a suitor, not concerned by the daily ups and downs of the stock market.

So help us God
"Don't let the fear of losing be greater than the excitement of winning."
mulla
#1308 Posted : Saturday, January 14, 2017 5:10:04 PM
Rank: Member

Joined: 6/15/2013
Posts: 301
mlennyma wrote:
sparkly wrote:
mlennyma wrote:
Realtreaty wrote:
Good news coming where kk is diversifying by entering other avenues of interest to enhance good tides. I am still buying this njaanuary. Too good it has come done by 2 Bob to date. Ohana is also proposing oroper engagement in national oil being extracted in Kenya. Happy new year 2017.

the absence of speculators is what is holding this share otherwise with the massacre in the nse people could have competed to sell downwards


The faithful of this stock have been through highs and lows, the yings and yangs, near heaven and hell. They patiently wait for a suitor, not concerned by the daily ups and downs of the stock market.

So help us God

I don't think KK needs a suitor anymore.....if one comes along well and good...if not....tuko poa!!
sparkly
#1309 Posted : Sunday, January 15, 2017 7:48:22 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
mulla wrote:
mlennyma wrote:
sparkly wrote:
mlennyma wrote:
Realtreaty wrote:
Good news coming where kk is diversifying by entering other avenues of interest to enhance good tides. I am still buying this njaanuary. Too good it has come done by 2 Bob to date. Ohana is also proposing oroper engagement in national oil being extracted in Kenya. Happy new year 2017.

the absence of speculators is what is holding this share otherwise with the massacre in the nse people could have competed to sell downwards


The faithful of this stock have been through highs and lows, the yings and yangs, near heaven and hell. They patiently wait for a suitor, not concerned by the daily ups and downs of the stock market.

So help us God

I don't think KK needs a suitor anymore.....if one comes along well and good...if not....tuko poa!!


Ohana is the big broom, cleaning up the house to make guests feel at home and eat big ugali and ingokho (inspired by @realtreaty).
Life is short. Live passionately.
Aguytrying
#1310 Posted : Sunday, January 15, 2017 4:36:43 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
sparkly wrote:
mulla wrote:
mlennyma wrote:
sparkly wrote:
mlennyma wrote:
Realtreaty wrote:
Good news coming where kk is diversifying by entering other avenues of interest to enhance good tides. I am still buying this njaanuary. Too good it has come done by 2 Bob to date. Ohana is also proposing oroper engagement in national oil being extracted in Kenya. Happy new year 2017.

the absence of speculators is what is holding this share otherwise with the massacre in the nse people could have competed to sell downwards


The faithful of this stock have been through highs and lows, the yings and yangs, near heaven and hell. They patiently wait for a suitor, not concerned by the daily ups and downs of the stock market.

So help us God

I don't think KK needs a suitor anymore.....if one comes along well and good...if not....tuko poa!!


Ohana is the big broom, cleaning up the house to make guests feel at home and eat big ugali and ingokho (inspired by @realtreaty).


Laughing out loudly indeed
The investor's chief problem - and even his worst enemy - is likely to be himself
161 Pages«<129130131132133>»
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