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VituVingiSana
#301 Posted : Sunday, July 11, 2010 11:01:26 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,261
Location: Nairobi
the deal wrote:
[quote=omega]It remains to be seen whether this court ruling will present another buying opportunity.

http://www.nation.co.ke/...6/-/9rxox5/-/index.html[/quote]

@VVS i think it was a well calculated move by KK to leak their good perfomance coz they knew wat was coming to them...going forward how will this affect KK?
IMHO... KPRL is blowing hot air. I expect KK to sue them for loss of business, etc...

KK has already sued KPRL for 4.9bn... I think KPRL is just trying to get KK to back off...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#302 Posted : Monday, July 12, 2010 12:36:35 PM
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Joined: 1/3/2007
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KK has traded 5.55mn shares leo... and still counting!

The Daily Nation story or KPRL claiming to stop crude processing for KK does not seem to have affected KK's share price...

I am waiting for KK's official response to this...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Kausha
#303 Posted : Monday, July 12, 2010 1:13:32 PM
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Joined: 2/8/2007
Posts: 808
Actually that story is very positive financially, The effective cost per barrel of processed fuel is $ 2.50 more after KRPL does its processing then importing refined product. In other words KPRL is the equivalent of business nonsense if we ignore the jobs it supposedly creates.

The only tricky bit to navigate is the rules of OTS that require a certain percentage of crude to pass through KPRL however KK can argue termination of contract. What i know is that you cannot keep KK or Shell out of OTS without negatively impacting the downstream market.
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VituVingiSana
#304 Posted : Monday, July 12, 2010 1:28:35 PM
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Joined: 1/3/2007
Posts: 18,261
Location: Nairobi
@kausha - You are right & many folks don't understand it...

I may be biased but I own KK shares... Great management & future in regional Africa...

Now... what if KK doesn't import crude... they simply get an allocation from another importer e.g. Shell, NOCK... then the KPRL doesn't affect them...

Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Gordon Gekko
#305 Posted : Monday, July 12, 2010 4:45:41 PM
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Joined: 5/27/2008
Posts: 3,760
At 10.95. I think 12 month high is 110 (pre split)Applause Applause Applause Applause Applause Applause
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the deal
#306 Posted : Monday, July 12, 2010 4:51:28 PM
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Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
i think the Nation report tempered with the bulls...supply was quick to catch demand today...
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VituVingiSana
#307 Posted : Monday, July 12, 2010 5:06:56 PM
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Joined: 1/3/2007
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@GG - Well below the all-time high of 140 or so...

@the deal - I am sure KK will respond within 1-2 days
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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the deal
#308 Posted : Wednesday, July 14, 2010 11:25:28 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
VituVingiSana wrote:
@GG - Well below the all-time high of 140 or so...

@the deal - I am sure KK will respond within 1-2 days


woooh!!! check out www.bdafrica.com i think KenolKobil.is in a mess this time around...will the pumps run dry at KK? i'm glad i stayed out..
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qw25041985
#309 Posted : Thursday, July 15, 2010 12:24:49 AM
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Joined: 5/9/2010
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Location: Nai
@the deal. U mean u never bought kenolkobil. No wonder u ar even giving the wrong 12 month high. The twelve month high is at 11.00 . And we were set to cross that until this latest row with kprl. But these is a seasonal misunderstanding and will be resolvd.
Your future depends on your dreams so go to sleep !
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the deal
#310 Posted : Thursday, July 15, 2010 12:50:36 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
qw25041985 wrote:
@the deal. U mean u never bought kenolkobil. No wonder u ar even giving the wrong 12 month high. The twelve month high is at 11.00 . And we were set to cross that until this latest row with kprl. But these is a seasonal misunderstanding and will be resolvd.

Laughing out loudly Laughing out loudly Laughing out loudly
@qw if u follow my posts...u could have picked that up...i dont own KK...i even did a post on Total...i stayed out coz of the legal issues KK is facing...by the way i dont buy wats popular...i buy the neglected stocks of the NSE i.e Unga...my next buy will be Car and General...i'm contrarian investor...another stock im putting on the ladder is CMC for next year January....
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qw25041985
#311 Posted : Thursday, July 15, 2010 1:22:44 AM
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Joined: 5/9/2010
Posts: 1,418
Location: Nai
Okay. U hav just outlined your road to financial ruin. Have a nyc to your financial doom. I always say keep off illiquid counters and ppl dnt want to listen..
Your future depends on your dreams so go to sleep !
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PKoli
#312 Posted : Thursday, July 15, 2010 2:35:12 AM
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Joined: 2/10/2007
Posts: 1,587
@The Deal,

Given your reason for buying what is not popular why are you not looking at BOC and Crown Berger?
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VituVingiSana
#313 Posted : Thursday, July 15, 2010 7:47:58 AM
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Joined: 1/3/2007
Posts: 18,261
Location: Nairobi
The arbitration ruling if reported properly is not good for KenolKobil.

Does anyone know but the 'record' of martha koome's rulings when challenged in the Court of Appeal... http://www.businessdaily...1/-/qyax1y/-/index.html

Kes 456mn is not a huge amount for KK so if KK were to deposit that amount into a court's escrow account, can KPRL be compelled to process the crude while the case is pending?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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the deal
#314 Posted : Thursday, July 15, 2010 10:37:25 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
PKoli wrote:
@The Deal,

Given your reason for buying what is not popular why are you not looking at BOC and Crown Berger?

CROWN HAD AN AWESOME RALLY THIS YEAR...BOC DO THEY HAVE ANY OTHER GOOD STRATEGY APART FROM TRYING TO BUY CARBACID?
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VituVingiSana
#315 Posted : Thursday, July 15, 2010 1:10:29 PM
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Joined: 1/3/2007
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Location: Nairobi
Demand for KK still strong despite the adverse court ruling...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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qw25041985
#316 Posted : Thursday, July 15, 2010 1:36:27 PM
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Joined: 5/9/2010
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Location: Nai
Kk has operations in 7 other different african countries. Wat happenin here in kenya is peanuts...
Your future depends on your dreams so go to sleep !
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the deal
#317 Posted : Thursday, July 15, 2010 1:44:37 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
qw25041985 wrote:
Kk has operations in 7 other different african countries. Wat happenin here in kenya is peanuts...


i thought maybe Kenya is EA's biggest economy...clearly Kenya is KK's Backbone...once i break ur spine u cant move even if u can see...but no movement...
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VituVingiSana
#318 Posted : Thursday, July 15, 2010 1:50:09 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,261
Location: Nairobi
the deal wrote:
qw25041985 wrote:
Kk has operations in 7 other different african countries. Wat happenin here in kenya is peanuts...


i thought maybe Kenya is EA's biggest economy...clearly Kenya is KK's Backbone...once i break ur spine u cant move even if u can see...but no movement...
Kenya remains by far the largest market for KK...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Horton
#319 Posted : Friday, July 16, 2010 7:37:26 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
KKs response to KPRL dispute and Nation media

http://www.kenolkobil.co...c49a162ad98262dc74b0e8f

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VituVingiSana
#320 Posted : Friday, July 16, 2010 9:00:31 AM
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Joined: 1/3/2007
Posts: 18,261
Location: Nairobi
#1 - Appeal of award went in KK's favor considering the initial award.

http://www.kenolkobil.co...e7a22e4f6f41672d22850d6

#2 - KK says judge has not allowed KPRL to stop processing crude for KK.

http://www.kenolkobil.co...c49a162ad98262dc74b0e8f

nation is becoming a rag. What is the point of cosmetic changes without research? Has the Aga Khan left the entire running of the firm to linus & his cohorts?

Poor, if any, research for business stories. Even Business Daily has more sydicated articles from WSJ, Times, etc than real KENYAN or AFRICAN business news!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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