Home SK - Stocks, Property, Investment Chamas - Investment Groups BIZ - Small Business Soko - Market Wazua Life About Wazua
SIGN IN REGISTER
Saturday, Mar 23, 2019
Investor
We’re investing funds for profit. Join us and wazua!
LATEST DISCUSSIONS
Kenya Airways...why ignore.. [11962]
Bitcoin: Does it have a future ? [995]
Exchange Bar: Results forecast [1836]
Why dustbowl is the future [61]
NIC FY18 [9]
What is the strategic importance of KQ? [31]
411 on dividend and AGM [640]
Kenya Re FY 2018 [20]
BBK FY 2018 final dividend 0.90 net profit up 7% [19]
COOP Bank FY18 [4]
Speculating in cryptocurrencies: A rough approach [232]
Madness at the NSE [1687]
My Picks for 2019 [37]
buy a strong home safe, since govt will tax deposi... [23]
DTB Group FY 2018 [10]
 
Forum Jump








Welcome Guest Search | Active Topics | Log In | Register

27 Pages«<1617181920>»
KenolKobil 2018 and beyond
obiero
#341 Posted : Wednesday, November 28, 2018 9:41:02 PM
Rank: Elder


Joined: 6/23/2009
Posts: 11,063
Location: nairobi
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
sparkly wrote:
Gatheuzi wrote:
I primarily invest for dividends and with no immediate plan to sell. So when faced with a takeover, this distorts my plans since I have to re-invest the proceeds. If KK was to be here for long and pay increasing dividends over time, the benefits far out way the premiums being offered today (23/=).

I think I have no choice but to take the offer given that the Frenchmen have even indicated that they will not continue with the current generous dividend policy that KK was pursuing.

The other consideration is; what was the impact of them buying a clean KK that just recently make major write offs of Segman payments, KPRL's account owing, long standing legal settlement in H1 and so on? Doesn't this obviously mean that future benefits of a cleaner balance sheet will not accrue to current shareholders, which is not a great at all?

As someone mentioned the number of investible firms in NSE continue to diminish and we will perhaps only be left with banks, Safaricom and a few other well run firms.



As Europe stagnates economically, Europeans are snatching up undervalued businesses from locals.
As long as we do not sell, does it matter?
Unga: I have refused to sell my shares at a pittance but it is NOT Seaboard but the Ndegwas (who sold us their crap - Ennsvalley) that are screwing us over.
KK: If you think 23/- isn't a fair price then do not sell.

The share will become hung.. Few trades below KES 23 with none above KES 23

Thanks for sharing our pain with us Laughing out loudly Laughing out loudly Laughing out loudly
I Pray the "regulatory boards" (CMA, COMESA, CAK) give their approvals by end of November so we can wrap this up by 1Q 2019.

Totally hung share, as anticipated, made worse by the ongoing investigation against Aly and Co.. Let shareholders at Kenol Kobil hope for better things next year, while remembering Puma
COOP 5,500; KCB 3,700; KQ 96,100
VituVingiSana
#342 Posted : Thursday, November 29, 2018 8:14:34 AM
Rank: Chief


Joined: 1/3/2007
Posts: 15,264
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
sparkly wrote:
Gatheuzi wrote:
I primarily invest for dividends and with no immediate plan to sell. So when faced with a takeover, this distorts my plans since I have to re-invest the proceeds. If KK was to be here for long and pay increasing dividends over time, the benefits far out way the premiums being offered today (23/=).

I think I have no choice but to take the offer given that the Frenchmen have even indicated that they will not continue with the current generous dividend policy that KK was pursuing.

The other consideration is; what was the impact of them buying a clean KK that just recently make major write offs of Segman payments, KPRL's account owing, long standing legal settlement in H1 and so on? Doesn't this obviously mean that future benefits of a cleaner balance sheet will not accrue to current shareholders, which is not a great at all?

As someone mentioned the number of investible firms in NSE continue to diminish and we will perhaps only be left with banks, Safaricom and a few other well run firms.



As Europe stagnates economically, Europeans are snatching up undervalued businesses from locals.
As long as we do not sell, does it matter?
Unga: I have refused to sell my shares at a pittance but it is NOT Seaboard but the Ndegwas (who sold us their crap - Ennsvalley) that are screwing us over.
KK: If you think 23/- isn't a fair price then do not sell.

The share will become hung.. Few trades below KES 23 with none above KES 23

Thanks for sharing our pain with us Laughing out loudly Laughing out loudly Laughing out loudly
I Pray the "regulatory boards" (CMA, COMESA, CAK) give their approvals by end of November so we can wrap this up by 1Q 2019.

Totally hung share, as anticipated, made worse by the ongoing investigation against Aly and Co.. Let shareholders at Kenol Kobil hope for better things next year, while remembering Puma
Thank you for your concern as we wait for Rubis to come through. We do remember Puma but some of us do not mind holding onto KK given its profitability even if Rubis leaves.
We received a dividend for 1H and if Rubis doesn't come through, we will be comforted by another dividend for 2H.
Whereas we do appreciate your concern for our well-being, please show us your appreciation by paying your fuel suppliers on time.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ebenyo
#343 Posted : Thursday, November 29, 2018 4:50:16 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,497
Location: Kitale
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
sparkly wrote:
Gatheuzi wrote:
I primarily invest for dividends and with no immediate plan to sell. So when faced with a takeover, this distorts my plans since I have to re-invest the proceeds. If KK was to be here for long and pay increasing dividends over time, the benefits far out way the premiums being offered today (23/=).

I think I have no choice but to take the offer given that the Frenchmen have even indicated that they will not continue with the current generous dividend policy that KK was pursuing.

The other consideration is; what was the impact of them buying a clean KK that just recently make major write offs of Segman payments, KPRL's account owing, long standing legal settlement in H1 and so on? Doesn't this obviously mean that future benefits of a cleaner balance sheet will not accrue to current shareholders, which is not a great at all?

As someone mentioned the number of investible firms in NSE continue to diminish and we will perhaps only be left with banks, Safaricom and a few other well run firms.



As Europe stagnates economically, Europeans are snatching up undervalued businesses from locals.
As long as we do not sell, does it matter?
Unga: I have refused to sell my shares at a pittance but it is NOT Seaboard but the Ndegwas (who sold us their crap - Ennsvalley) that are screwing us over.
KK: If you think 23/- isn't a fair price then do not sell.

The share will become hung.. Few trades below KES 23 with none above KES 23

Thanks for sharing our pain with us Laughing out loudly Laughing out loudly Laughing out loudly
I Pray the "regulatory boards" (CMA, COMESA, CAK) give their approvals by end of November so we can wrap this up by 1Q 2019.

Totally hung share, as anticipated, made worse by the ongoing investigation against Aly and Co.. Let shareholders at Kenol Kobil hope for better things next year, while remembering Puma
Thank you for your concern as we wait for Rubis to come through. We do remember Puma but some of us do not mind holding onto KK given its profitability even if Rubis leaves.
We received a dividend for 1H and if Rubis doesn't come through, we will be comforted by another dividend for 2H.
Whereas we do appreciate your concern for our well-being, please show us your appreciation by paying your fuel suppliers on time.



Its a win,win situation.If rubis pays=capital gains.If rubis give up= continuous dividend income.
Towards the goal of financial freedom
VituVingiSana
#344 Posted : Thursday, November 29, 2018 5:50:09 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,264
Location: Nairobi
@Ebenyo - Wachana na kelele ya chura Laughing out loudly Laughing out loudly Laughing out loudly We are in good hands however it turns out.
If Rubis takes us out, we get 23/- to reinvest. If not then KK, under Ohana, has paid us increasing dividends... I expect that to continue.
Will there be hiccups? Yes!

I am quite happy with a well-run firm in a very tough economy.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#345 Posted : Friday, November 30, 2018 11:58:48 AM
Rank: Chief


Joined: 1/3/2007
Posts: 15,264
Location: Nairobi
No.3 - Kenol Kobil: Top 5 Best Performing Listed Companies In Kenya. -Invest In Africa @NaboCapital

https://www.youtube.com/...Fk&feature=youtu.be

100/- in 2013 to 233/- in 2018
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#346 Posted : Wednesday, December 12, 2018 12:38:57 AM
Rank: Chief


Joined: 1/3/2007
Posts: 15,264
Location: Nairobi
Another vid from Pius Mugo of Nabo Capital
https://www.youtube.com/...HY&feature=youtu.be
KK mentioned
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ebenyo
#347 Posted : Monday, December 17, 2018 11:28:25 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,497
Location: Kitale
COMESA has okeyed Rubis takeover deal.We now wait CMA to clear with Aly khan sachu.
https://www.standardmedi...olkobil-acquisition-deal
Towards the goal of financial freedom
VituVingiSana
#348 Posted : Monday, December 17, 2018 12:59:14 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,264
Location: Nairobi
Ebenyo wrote:
COMESA has okeyed Rubis takeover deal.We now wait CMA to clear with Aly khan sachu.
https://www.standardmedi...lkobil-acquisition-deal
Applause Applause Applause The reggae should not stop coz of him. Shame on you Shame on you Shame on you
The sooner this is wrapped up, the better for all Pray
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#349 Posted : Sunday, January 06, 2019 10:45:30 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,264
Location: Nairobi
Cooking gas consumption jumps 40pc on extended logging ban

https://www.businessdail...4923152-aqykb/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
littledove
#350 Posted : Friday, January 11, 2019 9:50:00 AM
Rank: Member


Joined: 7/1/2014
Posts: 655
Location: sky
big demand today above 20, what's the news or possible counter offer?
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
heri
#351 Posted : Friday, January 11, 2019 10:07:26 AM
Rank: Member


Joined: 9/14/2011
Posts: 652
Location: nairobi
littledove wrote:
big demand today above 20, what's the news or possible counter offer?


in todays Nation there is communication on the sale
littledove
#352 Posted : Friday, January 11, 2019 10:40:40 AM
Rank: Member


Joined: 7/1/2014
Posts: 655
Location: sky
heri wrote:
littledove wrote:
big demand today above 20, what's the news or possible counter offer?


in todays Nation there is communication on the sale

what exactly is the communication, no supply within 10% limit range
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
maina20
#353 Posted : Friday, January 11, 2019 10:47:50 AM
Rank: Member


Joined: 7/21/2010
Posts: 245
Location: nairobi
littledove wrote:
heri wrote:
littledove wrote:
big demand today above 20, what's the news or possible counter offer?


in todays Nation there is communication on the sale

what exactly is the communication, no supply within 10% limit range

https://www.kenolkobil.c...fer_by_rubis_energie.pdf
..desire to succeed is always fighting with fear of failure..
Ericsson
#354 Posted : Friday, January 11, 2019 10:59:52 AM
Rank: Elder


Joined: 12/4/2009
Posts: 6,177
Location: NAIROBI
maina20 wrote:
littledove wrote:
heri wrote:
[quote=littledove]big demand today above 20, what's the news or possible counter offer?


in todays Nation there is communication on the sale

what exactly is the communication, no supply within 10% limit range

https://www.kenolkobil.c...er_by_rubis_energie.pdf[/quote]

After today KK will be history just like Rea Vipingo
Swenani
#355 Posted : Friday, January 11, 2019 12:30:56 PM
Rank: User


Joined: 8/15/2013
Posts: 12,953
Location: Vacuum
Ericsson wrote:
maina20 wrote:
littledove wrote:
heri wrote:
[quote=littledove]big demand today above 20, what's the news or possible counter offer?


in todays Nation there is communication on the sale

what exactly is the communication, no supply within 10% limit range

https://www.kenolkobil.c...er_by_rubis_energie.pdf[/quote]

After today KK will be history just like Rea Vipingo

VVS must be ecstatic
Poverty is the root of all evil
tom_boy
#356 Posted : Friday, January 11, 2019 1:59:00 PM
Rank: Member


Joined: 2/20/2007
Posts: 642
Swenani wrote:
Ericsson wrote:
maina20 wrote:
littledove wrote:
heri wrote:
[quote=littledove]big demand today above 20, what's the news or possible counter offer?


in todays Nation there is communication on the sale

what exactly is the communication, no supply within 10% limit range

https://www.kenolkobil.c...er_by_rubis_energie.pdf[/quote]

After today KK will be history just like Rea Vipingo

VVS must be ecstatic



Ehe. How shall we get the communication. I am readyy to sign and move on.
They must find it difficult....... those who have taken authority as the truth, rather than truth as the authority. -G. Massey.
Ebenyo
#357 Posted : Friday, January 11, 2019 2:24:18 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,497
Location: Kitale
tom_boy wrote:
Swenani wrote:
Ericsson wrote:
maina20 wrote:
littledove wrote:
heri wrote:
[quote=littledove]big demand today above 20, what's the news or possible counter offer?


in todays Nation there is communication on the sale

what exactly is the communication, no supply within 10% limit range

https://www.kenolkobil.c...er_by_rubis_energie.pdf[/quote]

After today KK will be history just like Rea Vipingo

VVS must be ecstatic



Ehe. How shall we get the communication. I am readyy to sign and move on.



we need to know what shareholders are required to do to effect the deal.
Towards the goal of financial freedom
VituVingiSana
#358 Posted : Friday, January 11, 2019 3:20:42 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,264
Location: Nairobi
Swenani wrote:
Ericsson wrote:
maina20 wrote:
littledove wrote:
heri wrote:
[quote=littledove]big demand today above 20, what's the news or possible counter offer?


in todays Nation there is communication on the sale

what exactly is the communication, no supply within 10% limit range

https://www.kenolkobil.c...er_by_rubis_energie.pdf[/quote]

After today KK will be history just like Rea Vipingo

VVS must be ecstatic

Awaiting the RTGS in 60 days. 😁
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
maina20
#359 Posted : Friday, January 11, 2019 3:37:40 PM
Rank: Member


Joined: 7/21/2010
Posts: 245
Location: nairobi
Ebenyo wrote:
tom_boy wrote:
Swenani wrote:
Ericsson wrote:
maina20 wrote:
littledove wrote:
heri wrote:
[quote=littledove]big demand today above 20, what's the news or possible counter offer?


in todays Nation there is communication on the sale

what exactly is the communication, no supply within 10% limit range

https://www.kenolkobil.c...er_by_rubis_energie.pdf[/quote]

After today KK will be history just like Rea Vipingo

VVS must be ecstatic



Ehe. How shall we get the communication. I am readyy to sign and move on.



we need to know what shareholders are required to do to effect the deal.

https://www.kenolkobil.c...ie-take-over-offer.html
..desire to succeed is always fighting with fear of failure..
VituVingiSana
#360 Posted : Friday, January 11, 2019 6:54:02 PM
Rank: Chief


Joined: 1/3/2007
Posts: 15,264
Location: Nairobi
If you do not receive the packet by 31st Jan, you should go see your broker!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Users browsing this topic
Guest (3)
27 Pages«<1617181920>»
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.

Home | . .. Investor | .. . Groups | .. . SME | . . . Market | .. . Club SK | . ..... About Wazua | . .. Search | . ..Sitemap | . ..Support | . ..Disclaimer | . ..Privacy Policy | . ..Terms of Use | . .. Contact Us
Copyright © 2019 Wazua.co.ke. All Rights Reserved.