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KENOL/KOBIL
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Govmusili
#61 Posted : Friday, May 07, 2010 6:59:56 AM
Rank: New-farer


Joined: 1/13/2010
Posts: 85
Location: Nairobi
i feel the chance to get on this stock has gone, i had allok at it at 78-80 but my funds where already commited elsewhere, and i dont think it can make me money btwn 100-110 even with the split, well see how it opens today what do you guys think?
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guru267
#62 Posted : Friday, May 07, 2010 7:00:43 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
Tea is a basic beverage in UK (which is happy to stay out of Euro) our largest buyer...

As for KQ, the weaker Euro means fewer tourists BUT Germany & France are doing ok economically... UK, Germany & France are most important for Kenya...

We get hardly any tourists from Greece, Portugal & Spain... (or so I think)


@VVS you havent discussed the impact of the oil decline that comes with a crisis..
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#63 Posted : Friday, May 07, 2010 7:18:21 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,261
Location: Nairobi
@guru - In spite of hedges... overall, a lower oil price is PLUS for KQ coz that is a constant use/factor...

I think KQ will benefit much more from lower oil prices...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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the deal
#64 Posted : Friday, May 07, 2010 7:42:06 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@guru keep on chasing kenol...its up 8% today with orders taking 3 days to be executed...its a real chase...lol...real winner here is @ horton he has been bullish on kenol for 2 long...oil is @ US$80...i think they will help Greece for the sake of the EU...
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Gordon Gekko
#65 Posted : Friday, May 07, 2010 8:07:37 AM
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Joined: 5/27/2008
Posts: 3,760
@guru, and the numbers coming out in June are for last year, before the ash.
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guru267
#66 Posted : Friday, May 07, 2010 8:25:01 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
the deal wrote:
i think they will help Greece for the sake of the EU...


dont be so sure about that... Germany is King of the EU and without its help Greece doesnt get bailed out...

the only problem is that German tax payers are totally against this citing Portugal, Spain following the same path...

infact many are now advocating for Germany to follow the UK and dump the Euro as their currency before it is too late... Now if that were to happen!!!!

Meanwhile i think i've changed my mind about chasing Kenol because its too illiquid to get the number of shares i want unless i bid the stock up to crazy prices..
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#67 Posted : Friday, May 07, 2010 8:52:42 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,261
Location: Nairobi
More likely Germany would have Greece kicked out rather than Germany leaving...

If Germany leaves Eurozone then Euro will be 'almost dead' coz only France has real heft... Italy also cooked its books!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Gordon Gekko
#68 Posted : Friday, May 07, 2010 8:55:18 AM
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Joined: 5/27/2008
Posts: 3,760
In the letter to NSE (on the NSE website), the MD has said "The Management expects the years ahead to show strong growth in company performance and profitability, with positive indication already for the first 4 months of 2010"
Applause Is this music or what? I had predicted a 1:1 bonus before results, this split is better!!
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the deal
#69 Posted : Friday, May 07, 2010 9:32:38 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@ gg aint it the sane mngmnt who said they have won a case against kpc a few month ago...only for the award to dissappear from the balance...
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Horton
#70 Posted : Friday, May 07, 2010 9:43:15 AM
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Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
the deal wrote:
@ gg aint it the sane mngmnt who said they have won a case against kpc a few month ago...only for the award to dissappear from the balance...



@ the deal....it hasnt "disappeared"....KPC had appealed the award and i believe KPC has lost the appeal...KK should announce it on the AGM day..
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VituVingiSana
#71 Posted : Friday, May 07, 2010 10:01:41 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,261
Location: Nairobi
Horton wrote:
the deal wrote:
@ gg aint it the sane mngmnt who said they have won a case against kpc a few month ago...only for the award to dissappear from the balance...



@ the deal....it hasnt "disappeared"....KPC had appealed the award and i believe KPC has lost the appeal...KK should announce it on the AGM day..

Horton... KK never said they won a case against KPC... Show me a letter/announcement to that effect...

@the deal - Are you sure the appeal has been heard & ruled in KK's favour?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Horton
#72 Posted : Friday, May 07, 2010 10:59:56 AM
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Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
VituVingiSana wrote:
Horton wrote:
the deal wrote:
@ gg aint it the sane mngmnt who said they have won a case against kpc a few month ago...only for the award to dissappear from the balance...



@ the deal....it hasnt "disappeared"....KPC had appealed the award and i believe KPC has lost the appeal...KK should announce it on the AGM day..

Horton... KK never said they won a case against KPC... Show me a letter/announcement to that effect...

@the deal - Are you sure the appeal has been heard & ruled in KK's favour?



Without being to "technical" here is a letter on their website:

http://www.kenolkobil.co...fb38a6b2ea0f2b12888e3b4
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VituVingiSana
#73 Posted : Friday, May 07, 2010 8:43:55 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,261
Location: Nairobi
Horton wrote:
VituVingiSana wrote:
Horton wrote:
the deal wrote:
@ gg aint it the sane mngmnt who said they have won a case against kpc a few month ago...only for the award to dissappear from the balance...



@ the deal....it hasnt "disappeared"....KPC had appealed the award and i believe KPC has lost the appeal...KK should announce it on the AGM day..

Horton... KK never said they won a case against KPC... Show me a letter/announcement to that effect...

@the deal - Are you sure the appeal has been heard & ruled in KK's favour?



Without being to "technical" here is a letter on their website:

http://www.kenolkobil.co...fb38a6b2ea0f2b12888e3b4

"If the Award is upheld, it will contribute significantly to the future earnings of the company." So KK specifies IF... And it is under appeal to the best of my knowledge...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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the deal
#74 Posted : Sunday, May 09, 2010 9:20:29 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@ vvs kenol has lost the case against kpc...@ horton and GG there is no 4,6 bil windfall here...we wilk see what happens to the stock kesho...source:daily nation
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winston
#75 Posted : Monday, May 10, 2010 7:09:57 AM
Rank: Member


Joined: 4/14/2010
Posts: 806
Location: Nairobi
From today's daily nation - Seems what was lost was KK's challenge to have KPC appeal dismissed. So now KPC's appeal against the award goes on. Until KPC's appeal succeeds the 4.6bn hasn't been struck off.
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guru267
#76 Posted : Monday, May 10, 2010 9:46:38 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
the deal wrote:
@ vvs kenol has lost the case against kpc...@ horton and GG there is no 4,6 bil windfall here...we wilk see what happens to the stock kesho...source:daily nation


well looks like it was more than a good idea to give up my chase.... this stock is being sold like crazy in todays trade
Mark 12:29
Deuteronomy 4:16
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Gordon Gekko
#77 Posted : Monday, May 10, 2010 9:51:04 AM
Rank: Elder


Joined: 5/27/2008
Posts: 3,760
Take advantage of the blip to stock up. There is still cash to me made from this one. Misinformation by the papers is sometimes good.
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the deal
#78 Posted : Monday, May 10, 2010 10:10:30 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@ GG the papers are not misinforming the public but KK management are...remember they factored in that 4.6 bill in 2010 results...i can only buy KK @ 70 bob...@ guru never chase a stock i learned the hard way...LOL.
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winston
#79 Posted : Monday, May 10, 2010 10:28:44 AM
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Joined: 4/14/2010
Posts: 806
Location: Nairobi
While the award stands until struck off or set aside(from legal perspective), shouldnt KK reverse it from their books (from accounting perspective)?
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Gordon Gekko
#80 Posted : Monday, May 10, 2010 11:05:06 AM
Rank: Elder


Joined: 5/27/2008
Posts: 3,760
If it has been factored anywhere it will be in the interim accounts. The 2010 results will not be out till this time next year. Even if in Q1, these are unaudited. Even if the award is struck off, this co generates 100B in sales which books give it the worth.
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