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Kengen FY 2011/12 Results
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FUNKY
#1 Posted : Wednesday, September 26, 2012 5:21:53 PM
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Joined: 4/30/2010
Posts: 1,635
DPS 0.60 per share

http://bit.ly/Szv1ZR
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the deal
#2 Posted : Wednesday, September 26, 2012 6:18:45 PM
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Joined: 9/25/2009
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Location: Windhoek/Nairobbery
Awesome results They outperformed my estimate here http://www.contrarianinv...062012-earnings-analysis
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kaifastus
#3 Posted : Wednesday, September 26, 2012 6:51:49 PM
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Location: humu humu
quite useful analysis..
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hisah
#4 Posted : Wednesday, September 26, 2012 6:56:06 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Good set of results from Kengen. I was expecting heavy financial costs especially from the forex loan due to the nasty volatility experienced last year. Dividend hiked by 20% to 60cts. At the current price of 8.35, the dividend yield is 7.1% while P/E now stands at 6.52. With the numerous projects (Geothermal/Wind/Solar) the longterm prospects look rosy.

From a trading perspective Kengen has been defensive since 2011 and based out at 6.50 - 7.00 level early 2012. I expect the pessimism to be brushed aside by this results. First target aims 10.20/- then 12.80/-
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Cde Monomotapa
#5 Posted : Wednesday, September 26, 2012 6:56:17 PM
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Joined: 1/13/2011
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Costs containment. *wow*
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murchr
#6 Posted : Wednesday, September 26, 2012 7:01:04 PM
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Joined: 2/26/2012
Posts: 15,980
smile better than expected smile
"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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FUNKY
#7 Posted : Wednesday, September 26, 2012 7:12:12 PM
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Let's see how Mr Market will react tomorrow.
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ngapat
#8 Posted : Wednesday, September 26, 2012 8:34:21 PM
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Joined: 12/11/2006
Posts: 884
time to make some money
“Invest in yourself. Your career is the engine of your wealth.”
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guru267
#9 Posted : Wednesday, September 26, 2012 8:48:16 PM
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Joined: 1/21/2010
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Location: Nairobi
Worse than i expected.. Sad

Mark 12:29
Deuteronomy 4:16
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mlennyma
#10 Posted : Wednesday, September 26, 2012 9:49:10 PM
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Joined: 7/21/2010
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Location: nairobi
Good for the nse
"Don't let the fear of losing be greater than the excitement of winning."
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Aguytrying
#11 Posted : Wednesday, September 26, 2012 10:04:54 PM
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Joined: 7/11/2010
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Waiting for KPLC, this is a good sign.
The investor's chief problem - and even his worst enemy - is likely to be himself
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newfarer
#12 Posted : Wednesday, September 26, 2012 10:40:45 PM
Rank: Elder


Joined: 3/19/2010
Posts: 3,504
Location: Uganda
guru267 wrote:
Worse than i expected.. Sad


just becos you had sold.

I'm happy tho I entered at ksh 8.70.

atleast with the dividend I have broken even.


you can still buy and join the happy lot
punda amecheka
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kolimuttai
#13 Posted : Thursday, September 27, 2012 1:50:52 AM
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Joined: 9/27/2012
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I agree with first person.....................
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StatMeister
#14 Posted : Thursday, September 27, 2012 8:23:22 AM
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Joined: 5/23/2010
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Location: La Islas Galápagos
Aguytrying wrote:
Waiting for KPLC, this is a good sign.


Expect some upside today
A bad day fishing is better than a good day at work
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Aguytrying
#15 Posted : Thursday, September 27, 2012 8:46:57 AM
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Joined: 7/11/2010
Posts: 5,040
StatMeister wrote:
Aguytrying wrote:
Waiting for KPLC, this is a good sign.


Expect some upside today


I just do not see it, unless the results are surprising. 17.50 seems to have a lot of organised supply, many huge trades occurring there. I'd love to be wrong though smile
The investor's chief problem - and even his worst enemy - is likely to be himself
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mlennyma
#16 Posted : Thursday, September 27, 2012 8:50:44 AM
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Joined: 7/21/2010
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Location: nairobi
Kengen sold to kplc,is it obvious to say that this 4b is with kplc?
"Don't let the fear of losing be greater than the excitement of winning."
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mlennyma
#17 Posted : Thursday, September 27, 2012 8:53:44 AM
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Location: nairobi
Kplc can only buy to sell at a profit.
"Don't let the fear of losing be greater than the excitement of winning."
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StatMeister
#18 Posted : Thursday, September 27, 2012 8:57:07 AM
Rank: Veteran


Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
Aguytrying wrote:
StatMeister wrote:
Aguytrying wrote:
Waiting for KPLC, this is a good sign.


Expect some upside today


I just do not see it, unless the results are surprising. 17.50 seems to have a lot of organised supply, many huge trades occurring there. I'd love to be wrong though smile


Stock should post higher-highs before topping
A bad day fishing is better than a good day at work
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Aguytrying
#19 Posted : Thursday, September 27, 2012 8:58:27 AM
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Joined: 7/11/2010
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mlennyma wrote:
Kplc can only buy to sell at a profit.


true. Also prices are controlled to ensure this.
The investor's chief problem - and even his worst enemy - is likely to be himself
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mwekez@ji
#20 Posted : Thursday, September 27, 2012 10:08:48 AM
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Joined: 5/31/2011
Posts: 5,121
Whereas profit before tax rose just 10.8%y/y, net profits jumped 35.7% as a result of a lower effective tax of 30.2% vs 43.0% in FY11 #Noted
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