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KENOL-KOBIL 2014
mlennyma
#771 Posted : Tuesday, February 17, 2015 12:51:52 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
The buyers are dictators, when I will get annoyed I will wipe out the supply to 11Shame on you
"Don't let the fear of losing be greater than the excitement of winning."
Aguytrying
#772 Posted : Tuesday, February 17, 2015 1:57:56 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
The buyers are dictators, when I will get annoyed I will wipe out the supply to 11Shame on you


I feel you. ebu kasirika uwaonyeshe. The supply wont last forever. Surely this year at sisi tukule
The investor's chief problem - and even his worst enemy - is likely to be himself
Blessed Gem
#773 Posted : Tuesday, February 17, 2015 4:49:50 PM
Rank: New-farer

Joined: 1/15/2015
Posts: 17
Closely fo
sparkly
#774 Posted : Tuesday, February 17, 2015 6:25:25 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
No. 1 profitability for KK is finance/ borrowing costs!
Life is short. Live passionately.
ike
#775 Posted : Tuesday, February 17, 2015 7:35:09 PM
Rank: Member

Joined: 7/2/2014
Posts: 123
When will this thing correct properly I get in..... waiting for sub 10 next week.
,
derick
#776 Posted : Tuesday, February 17, 2015 7:35:32 PM
Rank: Member

Joined: 1/10/2015
Posts: 411
Blessed Gem wrote:
Closely fo


d'oh! d'oh! d'oh!
Your income is directly related to your philosophy, Not the economy.-Jim Rohn
VituVingiSana
#777 Posted : Wednesday, February 18, 2015 3:36:05 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,351
Location: Nairobi
sparkly wrote:
No. 1 profitability for KK is finance/ borrowing costs!

The borrowing costs will drop significantly in 1H 2015.
- Lower debt [sale of properties, repayments from cashflows]
- Lower interest rates [as KK's financial condition improves, banks are more generous]
- Lower working capital needs as KK can buy the same volume at 60% of the cost thanks to $60 oil
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mlennyma
#778 Posted : Wednesday, February 18, 2015 9:40:29 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
10.50 or can I buy specs to see better?
"Don't let the fear of losing be greater than the excitement of winning."
VituVingiSana
#779 Posted : Wednesday, February 18, 2015 10:06:31 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,351
Location: Nairobi
I am not a fan - learnt the hard way - of discussing/forecasting/predicting future 'prices' since that can vary based on sentiments not logic so whether the price will be significantly higher than @miennyma's 10.50 is not something I will indulge in.

2015:
What I see happening is a substantial decrease in Financing Costs if the Volumes remain the same i.e. I see a lower Financing Cost per Liter sold.
If KK returns to the OTS market then Finance Costs may rise but offset by increased volumes.
Disposal of under-performing assets. I read that KK has been BUYING assets in Rwanda/Burundi. Could the Investing cashflow be a wash?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
MaichBlack
#780 Posted : Wednesday, February 18, 2015 3:10:42 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,846
@Boris Boyka - Wake Up!!!!!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
100 Pages«<7677787980>»
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