Wazua
»
Investor
»
Stocks
»
Kenya power
Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
|
Production vs Transmission vs Distribution - Look these up Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
this stock is now ready to move up. very healthy volumes and demand above 15.00. more than i have seen in months. The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
Rank: Elder Joined: 2/10/2007 Posts: 1,587
|
Aguytrying wrote:this stock is now ready to move up. very healthy volumes and demand above 15.00. more than i have seen in months. We should see huge volumes and price upsurge tomorrow or next week. Been too undervalued
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
PKoli wrote:guru267 wrote:PKoli wrote:@ry.. Any new transmission lines, if KP is putting them up, they are doing it on behalf of Ketraco. i think this is a lie!! unless you are confusing transmission with distribution; I am correct Are you saying KPs mandate to transmit power was taken away?? Is KETRACO the sole transmitter now?? I wasnt aware of this development! Mark 12:29 Deuteronomy 4:16
|
|
Rank: Elder Joined: 2/10/2007 Posts: 1,587
|
guru267 wrote:PKoli wrote:guru267 wrote:PKoli wrote:@ry.. Any new transmission lines, if KP is putting them up, they are doing it on behalf of Ketraco. i think this is a lie!! unless you are confusing transmission with distribution; I am correct Are you saying KPs mandate to transmit power was taken away?? Is KETRACO the sole transmitter now?? I wasnt aware of this development! The only transmission systems which are also reflected in their asset base remain with KP. New transmission lines are owned by the KETRACO. Distribution remains with KP.
|
|
Rank: Elder Joined: 2/10/2007 Posts: 1,587
|
guru267 wrote:PKoli wrote:guru267 wrote:PKoli wrote:@ry.. Any new transmission lines, if KP is putting them up, they are doing it on behalf of Ketraco. i think this is a lie!! unless you are confusing transmission with distribution; I am correct Are you saying KPs mandate to transmit power was taken away?? Is KETRACO the sole transmitter now?? I wasnt aware of this development! Check this website: http://www.ketraco.co.ke/
You can also look at the Energy Act or MoE website for details
|
|
Rank: Member Joined: 7/19/2006 Posts: 113 Location: Mombasa
|
For short term of less than 2yrs you can hold this stock but sell it once its up(if you are buying it now)Selling Price 17 - 19. For longer than that period. Then wait until it reaches 10, then buy. Sound that I love most: Is the ringing bell of Stock Market.
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
PKoli wrote:guru267 wrote:PKoli wrote:guru267 wrote:PKoli wrote:@ry.. Any new transmission lines, if KP is putting them up, they are doing it on behalf of Ketraco. i think this is a lie!! unless you are confusing transmission with distribution; I am correct Are you saying KPs mandate to transmit power was taken away?? Is KETRACO the sole transmitter now?? I wasnt aware of this development! Check this website: http://www.ketraco.co.ke/
You can also look at the Energy Act or MoE website for details Merci!! Mark 12:29 Deuteronomy 4:16
|
|
Rank: Veteran Joined: 11/11/2006 Posts: 972 Location: Home
|
|
|
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
County govts to unlock Kenya Power’s grip on electricityCounty govts to unlock Kenya Power’s grip on electricityFor Kenya Power, the once giant utility company formerly known as Kenya Power and Lighting Company (KPLC), unbundling of various functions that have been transferred to other entities has left the company overly exposed. Before the unbundling commenced sometimes in 1997, KPLC was a monopoly responsible for electricity generation, transmission and distribution. But with the establishment of KenGen in 1997, KPLC lost the generation mandate and two years ago the formation of the Kenya Electricity Transmission Company (Ketraco) has resulted in KPLC ceding the transmission mandate as well.
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
PKoli wrote:Aguytrying wrote:this stock is now ready to move up. very healthy volumes and demand above 15.00. more than i have seen in months. We should see huge volumes and price upsurge tomorrow or next week. Been too undervalued 15.00 has been defended for over a month. demand at progressively higher levels. The share has touched what i believe to be a 7 month high of 15.45. Im no technical analyst but i think this bus is leaving. disclaimer: biased, own shares. The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
|
demand with low matching supply A bad day fishing is better than a good day at work
|
|
Rank: Veteran Joined: 11/14/2006 Posts: 1,311
|
I guess there are some people who want to raise the price... then dump
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
@Aguytrying are you seriously not scared about what has been discussed above?? I cut my losses & bolted at 21.50bob Im watching from the sidelines now! Aguytrying wrote: Im no technical analyst but i think this bus is leaving. disclaimer: biased, own shares.
Mark 12:29 Deuteronomy 4:16
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
@guru. It is of concern. However the company is still grossly undervalued. When it is fairly valued i will sell. I estimate a 10%growth this year and 2013. The Eps should be at 2.6 in Fy 2014 without dilution. That should provide for adequate returns assuming the market prices a favorable pe. The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
Aguytrying wrote:@guru. It is of concern. However the company is still grossly undervalued. When it is fairly valued i will sell. The present value of a stock takes into account and most times is based on future returns of that company... So KP may seem undervalued to you now but the market may be discounting a future huge drop in earnings due to competition, alternative cheap sources of energy (solar), loss of mandates! Mark 12:29 Deuteronomy 4:16
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
guru267 wrote:Aguytrying wrote:@guru. It is of concern. However the company is still grossly undervalued. When it is fairly valued i will sell. The present value of a stock takes into account and most times is based on future returns of that company... So KP may seem undervalued to you now but the market may be discounting a future huge drop in earnings due to competition, alternative cheap sources of energy (solar), loss of mandates! U make good points. However do u think its justified to trade at pe of 7. And a forward of 6.5? The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
|
Aguytrying wrote:PKoli wrote:Aguytrying wrote:this stock is now ready to move up. very healthy volumes and demand above 15.00. more than i have seen in months. We should see huge volumes and price upsurge tomorrow or next week. Been too undervalued 15.00 has been defended for over a month. demand at progressively higher levels. The share has touched what i believe to be a 7 month high of 15.45. Im no technical analyst but i think this bus is leaving. disclaimer: biased, own shares. Guess you were right, bus surely leaving. Looks like they picked up all luggage too, no coming back A bad day fishing is better than a good day at work
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
StatMeister wrote:Aguytrying wrote:PKoli wrote:Aguytrying wrote:this stock is now ready to move up. very healthy volumes and demand above 15.00. more than i have seen in months. We should see huge volumes and price upsurge tomorrow or next week. Been too undervalued 15.00 has been defended for over a month. demand at progressively higher levels. The share has touched what i believe to be a 7 month high of 15.45. Im no technical analyst but i think this bus is leaving. disclaimer: biased, own shares. Guess you were right, bus surely leaving. Looks like they picked up all luggage too, no coming back I've been watching it for a long time. Todays trade of 15.55 is the highest since book closure of bonus issue 5 months ago. Clearly the share is excited because of end year results in sep/oct. bonus expected. paltry dividend may prevent "price discovery" The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
Rank: Elder Joined: 2/10/2007 Posts: 1,587
|
@Aguy..True KP is taking off. We meet when the price is 20.
|
|
Wazua
»
Investor
»
Stocks
»
Kenya power
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.
|