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KenolKobil & Total-Kenya Valuation and Recommendation
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VituVingiSana
#141 Posted : Wednesday, June 18, 2014 3:47:49 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
Gordon Gekko wrote:
[quote=VituVingiSana]OTS - KK is back in the game. It was chosen to deliver one cargo of emergency Jet A-1
http://www.nation.co.ke/...6/-/59gdf9/-/index.html[/quote]

Is OTS good margin business? Ohana never mentioned it at the AGM. I suspect they jumped in to curry favour with sirkal, Ohana mentioned that one of their strategies moving forward is to cooperate with the gaarment.
Low margin business but someone has to do it. And low risk since your cargo is already 'sold' before it lands.

Under OTS, all firms have to place an order so the product brought in is already sold. The risk is if one doesn't pay for the product e.g. Hass doesn't pay & pickup from KK but Hass risks being locked out from the OTS the next time around. KK can sell Hass' allocation though it may lose money on it and would claim it from Hass through MoE.

To recap: Small margins but profitable.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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doubletap
#142 Posted : Thursday, April 09, 2015 4:22:35 PM
Rank: Member


Joined: 7/17/2014
Posts: 132
Location: Wherethewindblows
What would be the evaluation now?
You have to learn the rules of the game. And then you have to play better than anyone else - Albert Einstein
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littledove
#143 Posted : Tuesday, May 12, 2015 1:10:59 PM
Rank: Veteran


Joined: 7/1/2014
Posts: 903
Location: sky
http://www.businessdailyafrica.com/Kenya-oil-product-imports-likely-to-hit-record-in-May/-/539552/2713640/-/qut11z/-/index.html

....Other major suppliers of fuel to Kenya include Total and Vivo Energy, a joint venture between Royal Dutch Shell.

There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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MoneyMonger
#144 Posted : Monday, May 18, 2015 11:52:04 PM
Rank: Member


Joined: 4/25/2012
Posts: 110
Relations being mended, good signs. http://www.businessdaily...0/-/12objr4/-/index.html
There is nothing as dangerous as an Idea, when there is only one Idea
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subaru
#145 Posted : Tuesday, May 19, 2015 10:16:50 AM
Rank: Member


Joined: 3/15/2010
Posts: 391
Location: nairobie
seems like the 70cts dividend by total is not being responded to
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dunkang
#146 Posted : Tuesday, May 19, 2015 7:16:18 PM
Rank: Elder


Joined: 6/2/2011
Posts: 4,818
Location: -1.2107, 36.8831
subaru wrote:
seems like the 70cts dividend by total is not being responded to

The issue of preferential shares still remains the major stumbling block when it comes to deciding whether to buy or not.

With the current price dip, I suspect someone knows something, especially on redemption of the pref. Shares.
Receive with simplicity everything that happens to you.” ― Rashi

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dunkang
#147 Posted : Tuesday, May 19, 2015 7:18:12 PM
Rank: Elder


Joined: 6/2/2011
Posts: 4,818
Location: -1.2107, 36.8831
Repeated
Receive with simplicity everything that happens to you.” ― Rashi

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