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KenolKobil & Total-Kenya Valuation and Recommendation
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hisah
#61 Posted : Thursday, October 10, 2013 8:14:56 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
I like this KK inside view. Hidden trails just like oil majors. Time to start boarding is soon...

http://www.businessdaily...56/-/kqub27/-/index.html
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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muganda
#62 Posted : Thursday, October 10, 2013 9:45:39 AM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
So would I; but the thrust of their positions always hedge against USD/KES depreciation, hence losing money should the contra happens.

Best practice by CFOs has moved from playing forex badly, to just running core business well while covering near term obligations. Hope KK are fully aligned.

guru267 wrote:
muganda wrote:
A little wary with the improving USD/KES exchange rate - today at 84.90; it always seems to catch KenolKobil, KQ, Total, a little flat footed.


I actually thought a strengthening USD/KES is good for oil importers??
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hisah
#63 Posted : Friday, October 11, 2013 5:44:07 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
hisah wrote:
I like this KK inside view. Hidden trails just like oil majors. Time to start boarding is soon...

http://www.businessdaily...6/-/kqub27/-/index.html

Definitely capturing my interest.

http://www.businessdaily...0/-/qphiln/-/index.html

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Aguytrying
#64 Posted : Friday, October 11, 2013 8:37:13 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
hisah wrote:
hisah wrote:
I like this KK inside view. Hidden trails just like oil majors. Time to start boarding is soon...

http://www.businessdaily...6/-/kqub27/-/index.html

Definitely capturing my interest.

http://www.businessdaily...0/-/qphiln/-/index.html



a definite pattern of bad bad news, push share down. some top shareholders selling and the other resisting share drop below 8.00 and mopping up those share. I'm buying at 8.00 with the big boys. if a share is the worst perfoming in the bourse over a certain period then surely it will be the best perfoming in another, unless its a neveready, olympia monkey
The investor's chief problem - and even his worst enemy - is likely to be himself
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mlennyma
#65 Posted : Friday, October 11, 2013 2:27:22 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
The equation is changing with heavy demand orders starting to surface above 8
"Don't let the fear of losing be greater than the excitement of winning."
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h2s
#66 Posted : Friday, October 11, 2013 6:45:35 PM
Rank: Member

Joined: 7/20/2012
Posts: 141
Aguytrying wrote:
hisah wrote:
hisah wrote:
I like this KK inside view. Hidden trails just like oil majors. Time to start boarding is soon...

http://www.businessdaily...6/-/kqub27/-/index.html

Definitely capturing my interest.

http://www.businessdaily...0/-/qphiln/-/index.html



a definite pattern of bad bad news, push share down. some top shareholders selling and the other resisting share drop below 8.00 and mopping up those share. I'm buying at 8.00 with the big boys. if a share is the worst perfoming in the bourse over a certain period then surely it will be the best perfoming in another, unless its a neveready, olympia monkey


Unless the big boys plan a Dimension(AK) or a Futaim(CMC), by buying it lower than what they should have paid for last year. Maybe a Puma or a Tiger is on the prowl.
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SittingPretty
#67 Posted : Saturday, October 12, 2013 11:59:48 AM
Rank: Member

Joined: 2/16/2013
Posts: 123
Location: MSA
Aguytrying wrote:
hisah wrote:
hisah wrote:
I like this KK inside view. Hidden trails just like oil majors. Time to start boarding is soon...

http://www.businessdaily...6/-/kqub27/-/index.html

Definitely capturing my interest.

http://www.businessdaily...0/-/qphiln/-/index.html



a definite pattern of bad bad news, push share down. some top shareholders selling and the other resisting share drop below 8.00 and mopping up those share. I'm buying at 8.00 with the big boys. if a share is the worst perfoming in the bourse over a certain period then surely it will be the best perfoming in another, unless its a neveready, olympia monkey

@Hisah definitely the change in the news pattern for KK cannot go unnoticed. However I would wish to know whether there is any pattern, fundamental or technical.... that points towards a positive outlook on this stock. Because am yet to be convinced by the last results, noting that they were proceeds of asset sales!
Timely advice is as lovely as golden apples in a silver basket. Proverbs 25:11
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mwekez@ji
#68 Posted : Saturday, October 12, 2013 12:23:47 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
SittingPretty wrote:
... noting that they were proceeds of asset sales!


How much were the proceeds of asset sales?
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Kausha
#69 Posted : Monday, October 14, 2013 6:15:06 AM
Rank: Member

Joined: 2/8/2007
Posts: 808
Those results did not have asset sales in them. That is coming through in 2H13. Those were operating results.
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mlennyma
#70 Posted : Monday, October 14, 2013 8:35:52 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
I thought their year ends 30september.are we waiting for final numbers?
"Don't let the fear of losing be greater than the excitement of winning."
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