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KENOL KOBIL .... 2012
Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Its very tricky to play this share now... You may sell then the price shoots due to puma, or not, or yes... aaaaargh. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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mwenza wrote:Jamani wrote:Some of us are lucky that QW took some sort of leave..... he would be all over us with cartoons and you know his language Did he take leave or was he send on compulsory leave by the lady admin? Really!!
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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Aguytrying wrote:Its very tricky to play this share now...
You may sell then the price shoots due to puma, or not, or yes... aaaaargh. This is ulcers central, every minute counts, you must make a call kaa ngumu or run very fast without looking back... you have a choice.... Money or the Box....... time is running out!...... I choose the box
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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Aguytrying wrote:Its very tricky to play this share now...
You may sell then the price shoots due to puma, or not, or yes... aaaaargh. ...Segman should pursue KP with more vigour now. This may save the share from serious beating though we are waiting at 9.80! The opposite of courage is not cowardice, it's conformity.
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Rank: Member Joined: 8/17/2011 Posts: 207 Location: humu humu
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It may take a while for kk to recover its reputation. Oil retailer s are similar to airline stocks.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Since this is like poker now, i wonder what card KK management have up their sleeve. They must have anticipated what will happen with this news, and related it with the take over  . I also noted (though it might be nothing) the talk of a full takeover has disappeared from the media and KK as well. Like in half yr results, Segman used the word "strategic investor"... The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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Very few companies in kenya can make this huge loss and stand. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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I prefer a buy-out at a fair price (18 or higher) but with the BS by the employees, perhaps Puma will just buy out 49% of the shareholders so become the de facto 'control' while KK remains listed as KK. Selling shares to Puma is allowed. A pity if we can't get to sell out at a higher price coz the BS by employees. Legally, KK remains KK. OR Puma buys shares in KK like Helios did in Equity so they become significant shareholders. It achieves their goal/s but as existing shareholders we are stuck since the best exit for us will be a buy-out. All that said... KK will remain profitable & so being a shareholder in an expanded KK is not a bad idea. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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VituVingiSana wrote:
All that said... KK will remain profitable & so being a shareholder in an expanded KK is not a bad idea.
Whatever is going on with the hedging and exchange losses greatly threatens profitability going forward! Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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10% downwards lifted. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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guru267 wrote:VituVingiSana wrote:
All that said... KK will remain profitable & so being a shareholder in an expanded KK is not a bad idea.
Whatever is going on with the hedging and exchange losses greatly threatens profitability going forward! @guru, read the profit warning and H1 2012 results and note that the negative factors have now been booked. Its in black and white that, going forward, the management is optimistic. Watch KK make money in H2 2012!
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Aguytrying wrote:Since this is like poker now, i wonder what card KK management have up their sleeve. They must have anticipated what will happen with this news, and related it with the take over . I also noted (though it might be nothing) the talk of a full takeover has disappeared from the media and KK as well. Like in half yr results, Segman used the word "strategic investor"... The takeover is ON, good thing. KK has all along referred to Puma as a strategic investor. And indeed Puma is a strategic investor when you consider the value it will add to KK
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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youcan'tstopusnow wrote:mwekez@ji on 18th July 2012 wrote:youcan'tstopusnow wrote:Looks like kutakuwa na a lot of bumps before this deal is done and dusted... Agreed ... KK should now drop the H1 results bomb to scare the hell out of people. Wouldn't mind another good buying opportunity Ask and you shall be given  Waiting for 9.30am with a good arsenal to buy the extreme fear. Time to get greedy.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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mwekez@ji wrote:Watch KK make money in H2 2012! You are setting yourself up for serious heartache and ulcers!! I have issues with a management that burns 30% of shareholder funds in a hedging experiment! Im out first thing tomorrow because my reason for holding KK was not the puma buyout! NEVER EVER EVER EVER EVER EVER EVER EVER EVER EVER EVER EVER be married to a stock!!! Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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guru267 wrote: Im out first thing tomorrow
Good bye mate. Too bad you are exiting at such a time when there is material negative news. 10% rule is waived. We'll bid you at the bottom of the barrel. Havent heard from @stocksmaster, he has a significant holding at this counter .
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Rank: Hello Joined: 7/9/2012 Posts: 8
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Got out after was told of the major hedging loss also word is the deal poa was to get a market share to make it an attractive buy for puma.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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ayus wrote:Got out after was told of the major hedging loss also word is the deal poa was to get a market share to make it an attractive buy for puma. Are you hinting that there was some insider info that u had? "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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guru267 wrote:mwekez@ji wrote:Watch KK make money in H2 2012! You are setting yourself up for serious heartache and ulcers!! I have issues with a management that burns 30% of shareholder funds in a hedging experiment! Im out first thing tomorrow because my reason for holding KK was not the puma buyout! OK. Which broker do you use? How many do you want to sell? What price? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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VituVingiSana wrote:guru267 wrote:mwekez@ji wrote:Watch KK make money in H2 2012! You are setting yourself up for serious heartache and ulcers!! I have issues with a management that burns 30% of shareholder funds in a hedging experiment! Im out first thing tomorrow because my reason for holding KK was not the puma buyout! OK. Which broker do you use? How many do you want to sell? What price? Dyer & Blair! 55,500units 13.50bob @9.30am Mark 12:29
Deuteronomy 4:16
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