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KPC IPO - Bearish Noise
MaichBlack
#141 Posted : Wednesday, November 04, 2026 4:15:23 PM
Rank: Elder

Joined: 7/22/2009
Posts: 8,066
Realtreaty wrote:
Impunity wrote:
Realtreaty wrote:
Touched 16.60 before plummeting to 13.80

The stock shows signs of change and as things go by the future for this in 2028 could be better than Total stock at shs 60


On Monday I want to exit, take the profit...then return next year towards election day.

I see depressed between 10 to 11 during the election fever.


smile smile Laughing out loudly Laughing out loudly
We are already on the High seas
You alight you need to swim twice leaving and coming back
The stock will go hand in hand with Dangote refinery

There are three main advantages of Dangote buying almost 25% of KPC

1. He will most probably not build a competing pipeline - But this was never originally factored in as a risk in the original price so logically it should not affect the price now.

2. Dangote Refinery will direct business to KPC.

3. Dangote will have every reason to push for modernization and expansion of the pipeline network.

BUT...

Dangote has EVERY reason to keep charges by KPC depressed! The main shareholders - Uganda and KPC - would prefer lower prices/charges being the main customers!! Uganda even got ridiculous concessions including veto powers on rates increases. I don't know where we got our negotiators from. It is like we picked random Kenyans from a Keg bar!!!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
Realtreaty
#142 Posted : Wednesday, November 04, 2026 9:27:58 PM
Rank: Elder

Joined: 8/16/2011
Posts: 2,436
The two Warmongers lost in Elections , Let hope things will settle
Arabs may diversify more in Africa to escape such miscarriages of Wars
MaichBlack
#143 Posted : Tuesday, November 10, 2026 9:37:30 PM
Rank: Elder

Joined: 7/22/2009
Posts: 8,066
MaichBlack wrote:
wukan wrote:
MaichBlack wrote:
wukan wrote:
MaichBlack wrote:
Today is that day!!

Leo ndio ile siku!!


Today was the day and all went well.

Good lesson on how to become conviction investors.

Do your homework and Stand firm!



Relax bro!!! Laughing out loudly Laughing out loudly Laughing out loudly

Mpira hujaanza kurindimwa!!!


bro!!! Told yah folks to stand firm...see now

Fikeni bei tuwachilie supply

We are still not interested.

Dangote just like the Ugandan government is more interested in ownership for strategic purposes than the returns!! Just like politicians doing their best to own media houses. It doesn't mean media suddenly becomes the best business or the rest of us should buy them. They are not of the same utility to us as to the politicians!!!

Those who got over excited have been burnt to recognition!!!

People (Uganda, Dangote etc.) are buying for strategic reasons way beyond income/profits from KPC (Actually their bigger picture/interest may necessitate lower rates from KPC) as I explained earlier alafu ufikirie to join the bandwagon!!?? Utaumia mbaya!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
MaichBlack
#144 Posted : Tuesday, November 10, 2026 9:37:32 PM
Rank: Elder

Joined: 7/22/2009
Posts: 8,066
MaichBlack wrote:
wukan wrote:
MaichBlack wrote:
wukan wrote:
MaichBlack wrote:
Today is that day!!

Leo ndio ile siku!!


Today was the day and all went well.

Good lesson on how to become conviction investors.

Do your homework and Stand firm!



Relax bro!!! Laughing out loudly Laughing out loudly Laughing out loudly

Mpira hujaanza kurindimwa!!!


bro!!! Told yah folks to stand firm...see now

Fikeni bei tuwachilie supply

We are still not interested.

Dangote just like the Ugandan government is more interested in ownership for strategic purposes than the returns!! Just like politicians doing their best to own media houses. It doesn't mean media suddenly becomes the best business or the rest of us should buy them. They are not of the same utility to us as to the politicians!!!

Those who got over excited have been burnt to recognition!!!

People (Uganda, Dangote etc.) are buying for strategic reasons way beyond income/profits from KPC (Actually their bigger picture/interest may necessitate lower rates from KPC) as I explained earlier alafu ufikirie to join the bandwagon!!?? Utaumia mbaya!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
MaichBlack
#145 Posted : Tuesday, November 10, 2026 9:39:35 PM
Rank: Elder

Joined: 7/22/2009
Posts: 8,066
MaichBlack wrote:
Realtreaty wrote:
MaichBlack wrote:
wukan wrote:
MaichBlack wrote:
wukan wrote:
[quote=MaichBlack]Today is that day!!

Leo ndio ile siku!!


Today was the day and all went well.

Good lesson on how to become conviction investors.

Do your homework and Stand firm!



Relax bro!!! Laughing out loudly Laughing out loudly Laughing out loudly

Mpira hujaanza kurindimwa!!!


bro!!! Told yah folks to stand firm...see now

Fikeni bei tuwachilie supply
[/quote
We are still not interested.

Dangote just like the Ugandan government is more interested in ownership for strategic purposes than the returns!! Just like politicians doing their best to own media houses. It doesn't mean media suddenly becomes the best business or the rest of us should buy them. They are not of the same utility to us as to the politicians!!!

smile smile Laughing out loudly Laughing out loudly Liar Liar
In short you are calling dollar Billionire stupid with no direction?
Do you think he has no focus just throwing his dollars across Africa?
But if you are waiting for a white ass, then wait until you hear USA investor has bought 20% from Uganda govt holding for USA would want to take the diesel made here to California!!!
In the next year the stock may jump to shillings 25. God is Great!!!

You need to go get a refund for all your English lessons!! You can't understand even basic statements!!!

See the first highlighted part. KPC IS STRATEGIC TO DANGOTE!! Because of his upcoming refinery. Sorts out a lot of his logistics nightmares. He has all the reasons in the world to buy in even if the returns will not be great. He might actually make sure they are not by his refinery being charged lower! The benefits accrue on the refinery side. Same game Uganda played.

Dangote and Uganda have every reason to own a chunk and control decisions at KPC. What are YOURS??

You think Dangote and Uganda will keep the charges at KPC low or high??? Uganda even got veto powers on charges!!

If a hotel that I own 100% is supplied by a supermarket that I own 25% but where I can control the prices, what do you think I will do to the prices at the supermarket???

If you don't understand that last question, totally refrain from investing.

And also ask @VVS about some famous Asian business people in Kenya and how they used networks of companies selling shares in some and having them do business with their wholly owned businesses and money always flowing from the companies they sold shares to the ones they wholly own "legally"!!!

My explanation...
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
MaichBlack
#146 Posted : Tuesday, November 10, 2026 9:48:03 PM
Rank: Elder

Joined: 7/22/2009
Posts: 8,066
MaichBlack wrote:
It's common sense really!!

I buy a bus park/station in CBD because I am starting one of the biggest Matatu Sacco in the region and you also do the same and you have no matatu or planning to get one or get in the business!!??

My Utility is that I will have matatus plying all Nairobi routes with one single pick up and drop off point in CBD meaning people will prefer using my matatus to avoid criss-crossing CBD to catch connecting matatus.

My money will not be coming from the bus park/station per se but from a picture waaaay bigger I might not even care about the cost of the bus park/station!!

More explanation...

Someone with 500 cows might want to buy 25% of the shares in the village cattle dip especially if he is given concessions to set the price for using the cattle dip. That doesn't mean it is a good idea for me with two goats to buy shares in the same cattle dip! If the entire village has 620 cows, you can bet the 25% owner of the cattle dip with 500 out of 620 cows using the cattle dip will be pushing for lower prices!!!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
Impunity
#147 Posted : Wednesday, November 11, 2026 10:08:01 AM
Rank: Elder

Joined: 3/2/2009
Posts: 26,339
Location: Masada
MaichBlack wrote:
MaichBlack wrote:
wukan wrote:
MaichBlack wrote:
wukan wrote:
MaichBlack wrote:
Today is that day!!

Leo ndio ile siku!!


Today was the day and all went well.

Good lesson on how to become conviction investors.

Do your homework and Stand firm!



Relax bro!!! Laughing out loudly Laughing out loudly Laughing out loudly

Mpira hujaanza kurindimwa!!!


bro!!! Told yah folks to stand firm...see now

Fikeni bei tuwachilie supply

We are still not interested.

Dangote just like the Ugandan government is more interested in ownership for strategic purposes than the returns!! Just like politicians doing their best to own media houses. It doesn't mean media suddenly becomes the best business or the rest of us should buy them. They are not of the same utility to us as to the politicians!!!

Those who got over excited have been burnt to recognition!!!

People (Uganda, Dangote etc.) are buying for strategic reasons way beyond income/profits from KPC (Actually their bigger picture/interest may necessitate lower rates from KPC) as I explained earlier alafu ufikirie to join the bandwagon!!?? Utaumia mbaya!


Glad that I jump off at 12.15...locking the little tidy profit.
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

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