wazua Mon, Mar 23, 2026
Welcome Guest Search | Active Topics | Log In

259 Pages«<210211212213214>»
KENOL KOBIL .... 2012
Options
Previous Topic · Next Topic
VituVingiSana
#2111 Posted : Thursday, September 20, 2012 7:20:58 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
guru267 wrote:
t-godd wrote:
VituVingiSana wrote:
guru267 wrote:
sparkly wrote:
guru267 wrote:
1. What will happen if Puma pays less than 17? (Kestrel has no authority to declare minimum prices)

2. Will Kenol plug their hole of losses with profits from their core business despite continuing to hedge??

3. Will the majority shareholders be comfortable selling below 17bob?? (Very possible since most got in below 4bob)

4. How long will the KK payout take as opposed to other opportunities on the NSE like HFCK??

5. With KKs tiny tiny margins would one call it a good business relative to others on the NSE??

6. Will pending court cases spook puma & other potential suitors??

7
7. If i choose not to sell below 17 am i capable of holding a private entity??

FOOD FOR THOUGHT!!


@guru didn't you alight this bus at 13?


14.. Was Up over 40%
And it is 15.50 in 7 days. 15.50 less 14 = 1.50 which is another +11% using 14 as the base. I sincerely believe Puma will pay at least 17 once the roadblocks are removed. Hoping for 20+ but no problem if there is a delay since KK makes money Applause Applause Applause despite the one-off hedge loss.


@guru267, I thought it was 25%?

http://www.wazua.co.ke/f...amp;m=317012#post317012

guru267 wrote:


I regret selling @ 13.85bob.. But it was at a 25% gain & i put it all into Simba that i believe will provide higher returns than puma!!



The 25% was strictly capital gains..

With the 40% i was factoring in dividends + capital gains + arbitrary trading of the shares!

What is "arbitrary trading of the shares" & why not continue doing so?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
cnn
#2112 Posted : Thursday, September 20, 2012 7:52:57 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
Anybody making 25% must have bought into KK very late in the day,long term holders have seen minimum 50% capital gains and upto 70-80% factoring in dividends.
Back to top
  |
gatoho
#2113 Posted : Friday, September 21, 2012 6:55:45 AM
Rank: Member

Joined: 1/1/2010
Posts: 518
Location: kandara, Murang'a
cnn wrote:
Anybody making 25% must have bought into KK very late in the day,long term holders have seen minimum 50% capital gains and upto 70-80% factoring in dividends.



true, I was buying into KK for my retirement and my average was still 8.35 incl broker fees. To think i regreted the batch I got at 11 when it had touched 8.9!. Might still stick to plan and make Puma my retirement!

Now i need to get another share I just accumulate without worrying of price.. Cheapest Blue-chip?
Foresight..
Back to top
  |
guru267
#2114 Posted : Saturday, September 22, 2012 10:57:37 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
Look at KK & Total. One day price controls (populist) come in. Now there are problems coz the firms can't pass on forex fluctuations or oil price fluctuations along in real time.


And yet in the same breath you state that "KK will continue to make money in H2 2012"..

Given your post above won't KK make larger losses than 4billion in 2012??
Mark 12:29
Deuteronomy 4:16
Back to top
  |
mlennyma
#2115 Posted : Saturday, September 22, 2012 2:53:30 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Kk Minus puma for now is death in share value for a long time.
"Don't let the fear of losing be greater than the excitement of winning."
Back to top
WWW
  |
VituVingiSana
#2116 Posted : Saturday, September 22, 2012 6:02:53 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
Look at KK & Total. One day price controls (populist) come in. Now there are problems coz the firms can't pass on forex fluctuations or oil price fluctuations along in real time.


And yet in the same breath you state that "KK will continue to make money in H2 2012"..

Given your post above won't KK make larger losses than 4billion in 2012??
No. Watch. Shall we reconvene when either:
1) Puma offers a sweet deal to KK's shareholders?
2) KK has a profitable 2H vs 1H loss?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
jerry
#2117 Posted : Sunday, September 23, 2012 11:59:11 AM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
gatoho wrote:
cnn wrote:
Anybody making 25% must have bought into KK very late in the day,long term holders have seen minimum 50% capital gains and upto 70-80% factoring in dividends.



true, I was buying into KK for my retirement and my average was still 8.35 incl broker fees. To think i regreted the batch I got at 11 when it had touched 8.9!. Might still stick to plan and make Puma my retirement!

Now i need to get another share I just accumulate without worrying of price.. Cheapest Blue-chip?

How about EACables? How low can/should it go?
The opposite of courage is not cowardice, it's conformity.
Back to top
  |
Aguytrying
#2118 Posted : Monday, September 24, 2012 3:02:59 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
jerry wrote:
gatoho wrote:
cnn wrote:
Anybody making 25% must have bought into KK very late in the day,long term holders have seen minimum 50% capital gains and upto 70-80% factoring in dividends.



true, I was buying into KK for my retirement and my average was still 8.35 incl broker fees. To think i regreted the batch I got at 11 when it had touched 8.9!. Might still stick to plan and make Puma my retirement!

Now i need to get another share I just accumulate without worrying of price.. Cheapest Blue-chip?

How about EACables? How low can/should it go?


cables is a monkey
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
  |
mwekez@ji
#2119 Posted : Tuesday, September 25, 2012 9:10:29 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Puma completes its due diligence this week #Watch
Back to top
  |
Jamani
#2120 Posted : Tuesday, September 25, 2012 9:36:39 AM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
And we have a court case settled or decided this week (not sure but I think read something like that somewhere)
Back to top
  | | Edit by user: Tuesday, September 25, 2012 9:40 AM | Reason: Not specified
259 Pages«<210211212213214>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.