Wazua
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KenolKobil HY 2014 profit before tax grows X 4
Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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2014 Half year PBT Kshs 795m, compared to 2013, Kshs 199m Crossing fingers for 10/- I offload.
BBI will solve it :)
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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@2012, U'll leave us here to ride
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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Even at 10 i cant sell,i hope that edging bladder will never be repeated.the bride is getting more attractive "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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The earliest i can sell is 2016,let me burn or excel "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 5/12/2009 Posts: 266
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Rank: Elder Joined: 9/15/2006 Posts: 3,905
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Kestrel Capital yesterday, prophetically...
Recommendation: BUY
We resume coverage on KenolKobil Limited (“KenolKobil”), the largest independent oil marketer in greater Eastern Africa, with a KES 15.60 per share price target (FY15E forward P/E of 9.0x).
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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muganda wrote:Kestrel Capital yesterday, prophetically...
Recommendation: BUY
We resume coverage on KenolKobil Limited (“KenolKobil”), the largest independent oil marketer in greater Eastern Africa, with a KES 15.60 per share price target (FY15E forward P/E of 9.0x). Share on the Google group. Life is short. Live passionately.
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Rank: Member Joined: 3/26/2012 Posts: 830
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Impressive. What a quick turnaround A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Rank: Member Joined: 11/1/2013 Posts: 257
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Hoping Total(k) follows the same industry trend,KK quite impressive turnaround the H1 PAT is almost equivalent to 2013 FY. No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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Its not that kenol was not profitable,they learned the hard way about hedging bladders.once bitten cant repeat.watch this space,with assets spread to about 10 countries,its a space to watch. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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I'm impressed and surprised that they managed this turnaround with reduced reliance on retail segment. they are really playing the money game now. now just make those stations nice and shiny and staff too, bring back k card with very small discounts and soon suitors will be begging for the bride. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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off late I'm concentrating on laggards as many buy banks to the high heavens. kk, bamburi, boc and serena are my dream team. hfck is living the dream. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Member Joined: 8/4/2012 Posts: 155 Location: Kenya
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Seems the strategy to exit ow margin business worked. Gross sales margin improved to 6.8% from 4.1% If you don't want to go to plan B have a good plan A.
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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@aguy iam thinking of carbacid instead of boc but i know every monkey has its day. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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mlennyma wrote:@aguy iam thinking of carbacid instead of boc but i know every monkey has its day. If carbacid is valued at the same metrics with BOC it should be trading at 16-20 Bob. I did the calculation a while back and realised BOC is more fairly valued. Yet,they make similar profits and revenues, so why carbacid?. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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Aguytrying wrote:I'm impressed and surprised that they managed this turnaround with reduced reliance on retail segment. they are really playing the money game now. now just make those stations nice and shiny and staff too, bring back k card with very small discounts and soon suitors will be begging for the bride. Permission to board the Mbus  Offering my personal finance knowledge for free
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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Sometimes stocks defy valuations and attract pple due to their price,although boc may be better carbacid can easily be pushed upwards due to its affordability,i though respect your analysis "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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mlennyma wrote:Sometimes stocks defy valuations and attract pple due to their price,although boc may be better carbacid can easily be pushed upwards due to its affordability,i though respect your analysis they are both good companies, good looking management. and very similar. though the carbacid board may be more aggresive with share actions... happy hunting elder The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Great turnaround "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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KenolKobil HY 2014 profit before tax grows X 4
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