Wazua
»
Investor
»
Stocks
»
KENOL KOBIL .... 2012
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
PKoli on Monday, July 23, 2012 wrote:mwekez@ji on Monday, July 23, 2012 wrote:During this update, Link,KK said, On due diligence: Puma Energy is expected to complete its due diligence on the Company in July, after which negotiations with the Company will Continue. On Updates: KK will continue giving regular updates to the public in a timely manner as and when important developments occur. Verdict: Expect an update this week or early next week. This could come with the H1 results. The volume on the demand side remain high. It is obvious some major announcement is on the way.
|
|
|
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
Aguytrying wrote:sparkly wrote:There is an opportunity cost in holding KK. Either hold on a receive a 17 bob payment (according to analysts) or sell at 16, bear the buying commissions but invest in stocks with upside potential. What if it's not 17.00? There is consensus among analysts that KES 17 is the fair value of KK. However, Puma is expected to pay a premium in taking over this gem from us. Asking for a discount is highly unlikely and unacceptable.
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
|
Let's hope the useless PS at MoE who has been behind many of the problems facing the Energy Sector in Kenya is not delaying the process. The useless fool claimed they were never told about Puma's takeover of BP Zambia. 1) What relevance is Zambia to Kenya's MoE? Zambia is supplied through SA & Tanzania. 2) The Puma/BP deal was in the news with regular updates through LuSE so why doesn't the useless fool contact LuSE? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 2/10/2007 Posts: 1,587
|
VituVingiSana wrote:Let's hope the useless PS at MoE who has been behind many of the problems facing the Energy Sector in Kenya is not delaying the process.
The useless fool claimed they were never told about Puma's takeover of BP Zambia.
1) What relevance is Zambia to Kenya's MoE? Zambia is supplied through SA & Tanzania.
2) The Puma/BP deal was in the news with regular updates through LuSE so why doesn't the useless fool contact LuSE? I do not think the MoE is the one delaying this deal. Knowing the CEO of KK as a guy who makes a lot of noise and does not fear the fights, he will come out like a furnace..
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
|
PKoli wrote:VituVingiSana wrote:Let's hope the useless PS at MoE who has been behind many of the problems facing the Energy Sector in Kenya is not delaying the process.
The useless fool claimed they were never told about Puma's takeover of BP Zambia.
1) What relevance is Zambia to Kenya's MoE? Zambia is supplied through SA & Tanzania.
2) The Puma/BP deal was in the news with regular updates through LuSE so why doesn't the useless fool contact LuSE? I do not think the MoE is the one delaying this deal. Knowing the CEO of KK as a guy who makes a lot of noise and does not fear the fights, he will come out like a furnace.. MoE can frustrate the deal. The CEO is (technically) running the business not the seller/buyer. I am basing my observation on what the PS said [I can't find the clip] to the Parliamentary Committee that: 1) MoE did not know about Puma/BP until it was in the papers - implied that Puma/KK were hiding the deal. This makes no sense since Zambia's fuel market does not have much of a connection to Kenya! 2) MoE will conduct its own Due Diligence! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
Whatz up. We need to hear something #JS
|
|
|
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
|
You will sometime next year... possunt quia posse videntur
|
|
|
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
maka wrote:You will sometime next year... Empty talk box! If u aint, substantiate your statement
|
|
|
Rank: Elder Joined: 6/20/2012 Posts: 3,855 Location: Othumo
|
mwekez@ji wrote:maka wrote:You will sometime next year... Empty talk box! If u aint, substantiate your statement The hype is dying slowly and desparado is setting in. heh heh heh am in cmc so i know the feeling. At least you guys can trade to trade off greed Thieves
|
|
|
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
|
mwekezaji, maybe it has something to do with Nyoike's decision to conduct his own 'due diligence'... GOD BLESS YOUR LIFE
|
|
|
Rank: Veteran Joined: 10/11/2009 Posts: 1,223
|
It should take as long as possible, infact i will not mind if the whole thing is given a contempt card and these guys take off. We are just kept in the dark and we do not know what is going on behind the closed curtains and the expect us to just say yes. Not Bgl. I have decided that i will not be selling to Puma. Mimi niko hapa hapa. History will not remember you for your IQ. It will remember you for what you did. “Genius is 1 percent inspiration, 99 percent perspiration.” Thomas Edison
|
|
|
Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
|
Frustration at its best...only the patient will see the promised land. "Don't let the fear of losing be greater than the excitement of winning."
|
|
|
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
|
Lusaka Terminal Takes Shape After delays caused by heavy rains, flooding and swampy grounds, the Lusaka Terminal tanks are finally off the ground. http://www.kenolkobil.co...20lusaka%20terminal.pdf
GOD BLESS YOUR LIFE
|
|
|
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
mlennyma wrote:Frustration at its best...only the patient will see the promised land. Amen.
|
|
|
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
Deal or no deal, we are still in biz ;-)
|
|
|
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
|
Cde Monomotapa wrote:Deal or no deal, we are still in biz ;-) Kweli. H1 announcement tunangoja tuchambue... GOD BLESS YOUR LIFE
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
|
Warren Buffet: Buy shares at a price & in a firm that you will comfy holding for 10 years (if the Stock Exchange) shut down... And KK is one of those. At 16/-, if the NSE 'suspended' it for 10 years... I would be a-OK as long as JS & his team perform! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
|
@vvs...time value of money. possunt quia posse videntur
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
|
maka wrote:@vvs...time value of money. Not an issue... As long as the ROR > cost of funds Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
youcan'tstopusnow wrote:Cde Monomotapa wrote:Deal or no deal, we are still in biz ;-) Kweli. H1 announcement tunangoja tuchambue... This is what many people do not understand. ill be disappointed but in truth it will reduce my headache of placing my capital in a similar sound investment  The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Wazua
»
Investor
»
Stocks
»
KENOL KOBIL .... 2012
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.
|