wazua Sat, Aug 2, 2025
Welcome Guest Search | Active Topics | Log In

13 Pages«<23456>»
KenolKobil, KPLC or KCB?
Options
Previous Topic · Next Topic
mwanahisa
#61 Posted : Thursday, February 03, 2011 5:04:45 PM
Rank: Elder


Joined: 6/2/2008
Posts: 1,438
I daresay I expect 22 to be the resistance level. At any rate that's what I hope having bought a huge chunk today at that price. I also added to my holdings in Equity Bank at 27.50. Tomorrow, I will buy more if I can get them below the 27.50 mark. Then, I will wait!
Back to top
 Report Abusive | Report SPAM
mwanahisa
#62 Posted : Friday, February 04, 2011 2:49:17 PM
Rank: Elder


Joined: 6/2/2008
Posts: 1,438
KCB has indeed resisted going below (or even back to) 22 today. As for Equity Bank, I should just have filled my entire order at 27.50, seeing that it has not gone down below yesterday's level of 27.50. Nonetheless, I got a decent lot @27.50, so I can't complain. I will now angle for some CoopBank @ 20 - 20.25, although the counter has been rather stuck at that level, for a while now.
Back to top
 Report Abusive | Report SPAM
Aguytrying
#63 Posted : Saturday, February 05, 2011 6:54:02 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
There is a danger of buying too much kk, because its a penny stock. Whenever i have some tu coins i find myself topping up my kk holding. Oh yeah and its stayed below ten bob, hence im even more likely to buy it. Its still cheap, some of my other potential add ons have gone up.
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#64 Posted : Saturday, February 05, 2011 7:02:36 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,223
Location: Nairobi
Only reason it is considered a 'penny stock' is coz of the split otherwise it would be much higher [at 10% of the shares outstanding]...

IMHO... all said & done... It will do very well for me! If I had the cash... I would buy the entire firm out!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
Ericsson
#65 Posted : Sunday, February 06, 2011 1:37:20 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,778
Location: NAIROBI
KK will not produce spectacular profits in the coming years/NOCK is really eating into their market share.Cas in point at Murang'a Rd whereby the Kobil petrolstation is normally empty while Oil Libya and NOCk are full with vehicles queueing to buy fuel.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
 Report Abusive | Report SPAM
VituVingiSana
#66 Posted : Sunday, February 06, 2011 3:39:35 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,223
Location: Nairobi
Ericsson wrote:
KK will not produce spectacular profits in the coming years/NOCK is really eating into their market share.Cas in point at Murang'a Rd whereby the Kobil petrolstation is normally empty while Oil Libya and NOCk are full with vehicles queueing to buy fuel.
Well, let's wait & see... pity NOCK & OilLibya doesn't publish their results!
BTW, NOCK is favored by GoK e.g. 30% OTS imports even though they are PRICIER. See the last diesel load they imported under OTS... the corrupt [someone got a cut] bastards came in more expensive than the other importers!
Don't forget that NOCK is subsidized by GoK to benefit a few. They get cheap/free capital from GoK aka our taxes...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
Ericsson
#67 Posted : Sunday, February 06, 2011 6:52:38 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,778
Location: NAIROBI
Before the dispute with Energy Regulatory Commission;KK Kobil used to pay the least charges to Kenya Petroleum Refineries and at the pump they were one of the most expensive if not the most expensive fuel dealers.
That is why in theri dispute non of the oil marketers was supporting them
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
 Report Abusive | Report SPAM
jerry
#68 Posted : Sunday, February 06, 2011 9:23:31 AM
Rank: Elder


Joined: 9/29/2006
Posts: 2,570
KPLC @23 or KCB @22? Which has more value?
The opposite of courage is not cowardice, it's conformity.
Back to top
 Report Abusive | Report SPAM
Gordon Gekko
#69 Posted : Sunday, February 06, 2011 10:12:05 AM
Rank: Elder


Joined: 5/27/2008
Posts: 3,760
define value-net asset value or potential for share price to go up? i would use the later and on that score KCB has my vote.
Back to top
 Report Abusive | Report SPAM
youcan'tstopusnow
#70 Posted : Sunday, February 06, 2011 5:07:40 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Gordon Gekko wrote:
define value-net asset value or potential for share price to go up? i would use the later and on that score KCB has my vote.

Why would KPLC not gain your vote?
GOD BLESS YOUR LIFE
Back to top
WWW
 Report Abusive | Report SPAM
invest0r
#71 Posted : Sunday, February 06, 2011 7:49:56 PM
Rank: Member


Joined: 12/15/2010
Posts: 162
KCB is currently trading at a great discount. Its forward PE ratio is less than 8. Soon, we will see a major reprice of the share
Back to top
 Report Abusive | Report SPAM | Edit by user: Sunday, February 06, 2011 7:51 PM | Reason: Not specified
VituVingiSana
#72 Posted : Monday, February 07, 2011 1:28:53 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,223
Location: Nairobi
I am waiting for 26 Feb [or close to that date] when KPLC is expected to announce 1H 2010-11 Results... I expect 30-40% higher PAT [which should negate the dilution in EPS after the Rights]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
nahdy
#73 Posted : Monday, February 07, 2011 10:34:29 AM
Rank: Member


Joined: 6/29/2006
Posts: 184
Back to top
 Report Abusive | Report SPAM
PKoli
#74 Posted : Monday, February 07, 2011 10:49:47 AM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
invest0r wrote:
KCB is currently trading at a great discount. Its forward PE ratio is less than 8. Soon, we will see a major reprice of the share


This is true. KCB has been trading low for a while. This is likely to change with FY results.
Back to top
 Report Abusive | Report SPAM
guru267
#75 Posted : Monday, February 07, 2011 11:02:36 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
I expect 30-40% higher PAT


@VVS this is rather optimistic
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#76 Posted : Monday, February 07, 2011 11:10:07 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,223
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
I expect 30-40% higher PAT


@VVS this is rather optimistic
Not vs 1H 2009-10 [but we have only 2-6 weeks to wait!]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
mwanahisa
#77 Posted : Monday, February 07, 2011 11:11:02 AM
Rank: Elder


Joined: 6/2/2008
Posts: 1,438
guru267 wrote:
VituVingiSana wrote:
I expect 30-40% higher PAT


@VVS this is rather optimistic


I am with g267 on this. If history is any guide, KPLC has only been able to increase profits substantially from changes in tariffs not the gradual increase in customer connections. I am ignoring the period when they were coming back from the dead. My expectation would be between 10% -20% growth in PAT.
Back to top
 Report Abusive | Report SPAM
mwanahisa
#78 Posted : Wednesday, February 09, 2011 1:37:00 PM
Rank: Elder


Joined: 6/2/2008
Posts: 1,438
mwanahisa wrote:
I daresay I expect 22 to be the resistance level. At any rate that's what I hope having bought a huge chunk today at that price. I also added to my holdings in Equity Bank at 27.50. Tomorrow, I will buy more if I can get them below the 27.50 mark. Then, I will wait!


Demand has been building up on KCB since the low of 22 last week. Supply is also beginning to retreat to a higher level with trades currently at 22.75. Makes me begin to wonder - Will this be the year for the Lion to roar?
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#79 Posted : Wednesday, February 09, 2011 2:12:34 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,223
Location: Nairobi
I remain optimistic on KPLC... Note I am not saying EPS will be up but PAT [more shares so EPS might suffer a little]...

Anyway, we do not have long to wait since the results will be released between late Feb to late March...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
youcan'tstopusnow
#80 Posted : Wednesday, February 09, 2011 4:05:03 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
mwanahisa wrote:
Demand has been building up on KCB since the low of 22 last week. Supply is also beginning to retreat to a higher level with trades currently at 22.75. Makes me begin to wonder - Will this be the year for the Lion to roar?

I think so. They had a lot of momentum as the year drew to a close and they will carry that into 2011. Will they keep the dividend at 1 bob?
GOD BLESS YOUR LIFE
Back to top
WWW
 Report Abusive | Report SPAM
Users browsing this topic
Guest
13 Pages«<23456>»
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 © 2025 Wazua.co.ke. All Rights Reserved.