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Kenya power posts 36 pct profit jump in FY 2012
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guru267
#31 Posted : Saturday, October 27, 2012 9:26:45 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
hisah wrote:
Kengen has an upside potential of 13.5% from 9.25/- targetting 10.50/- before book closure on Dec 5th. So upside of 13.5% plus div yield of 6.5% @9.25/- gives a cool return of 20%.


Is the upside potential the same if u sell ex div??
To get the dividend you must sell ex div whereas to get the upside gains you must sell cum div!

in the short term you can't have both!!
Mark 12:29
Deuteronomy 4:16
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mlennyma
#32 Posted : Saturday, October 27, 2012 9:56:43 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
I have seen going ex dividend in bull markets have very minimal effect and the recovery happens in days,unlike bears.
"Don't let the fear of losing be greater than the excitement of winning."
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dunkang
#33 Posted : Saturday, October 27, 2012 10:12:29 AM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
mlennyma wrote:
I have seen going ex dividend in bull markets have very minimal effect and the recovery happens in days,unlike bears.


True, very true. Actually, most, if not all, stocks at the NSE this year have rallied 1 week ex div.
Receive with simplicity everything that happens to you.” ― Rashi

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Aguytrying
#34 Posted : Saturday, October 27, 2012 11:00:44 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
how does kengen compare to kplc in terms of. future prospects. growth. financial health. debt. risks and opportunity .
im uncomfy with kplc's net working capital, is this normal for a high capex
The investor's chief problem - and even his worst enemy - is likely to be himself
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hisah
#35 Posted : Saturday, October 27, 2012 11:21:54 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
guru267 wrote:
hisah wrote:
Kengen has an upside potential of 13.5% from 9.25/- targetting 10.50/- before book closure on Dec 5th. So upside of 13.5% plus div yield of 6.5% @9.25/- gives a cool return of 20%.


Is the upside potential the same if u sell ex div??
To get the dividend you must sell ex div whereas to get the upside gains you must sell cum div!

in the short term you can't have both!!

I expect kengen to hold steady exdiv.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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the deal
#36 Posted : Saturday, October 27, 2012 12:12:57 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
As at August 2012 KenGen has had a strong start to the year while the same can't be said of Kenya Power.
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StatMeister
#37 Posted : Sunday, October 28, 2012 9:04:21 AM
Rank: Veteran

Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
the deal wrote:
Switch to Kengen, Dividend Yield at 9.25 is 6.5%...PE 7.2 Revenue growth 11% y/y vs Kenya Powers 2.7% Dividend yield, PE 7.8 and Revenue growth of 6% y/y.


This energy sector!

General Electric to Develop 1,000 Megawatts in Kenya and is in talks with Kenya Power Ltd about a power-purchase agreement. #Compe to kengen

Source: Bloomberg article dated Oct 26, 2012 http://www.bloomberg.com/news/2...s-in-kenya-correct-.html


Hio compe haitoshi, all that power will be consumed.. There is some other thread that I mentioned that Kengen is a better bet than KPLC some dude/tte called Kausha bashed me badly, I hope he is slowly getting to realize that he was very blind.




How much is Kengen currently producing and what are its plans going forward?


Lets just say its selling everything to KPLC which is still not enough.


Lets just say KPLC will only buy if they have somewhere to sell
A bad day fishing is better than a good day at work
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guru267
#38 Posted : Sunday, October 28, 2012 6:42:10 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
I think i will be buying @ 13bob soon!!
Mark 12:29
Deuteronomy 4:16
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murchr
#39 Posted : Sunday, October 28, 2012 6:48:44 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
StatMeister wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
the deal wrote:
Switch to Kengen, Dividend Yield at 9.25 is 6.5%...PE 7.2 Revenue growth 11% y/y vs Kenya Powers 2.7% Dividend yield, PE 7.8 and Revenue growth of 6% y/y.


This energy sector!

General Electric to Develop 1,000 Megawatts in Kenya and is in talks with Kenya Power Ltd about a power-purchase agreement. #Compe to kengen

Source: Bloomberg article dated Oct 26, 2012 http://www.bloomberg.com/news/2...s-in-kenya-correct-.html


Hio compe haitoshi, all that power will be consumed.. There is some other thread that I mentioned that Kengen is a better bet than KPLC some dude/tte called Kausha bashed me badly, I hope he is slowly getting to realize that he was very blind.




How much is Kengen currently producing and what are its plans going forward?


Lets just say its selling everything to KPLC which is still not enough.


Lets just say KPLC will only buy if they have somewhere to sell


Do u believe u have enough power? Today South C has been without power from 8. KPLC will always need power as long as they loose some to those who "steal".
"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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gatoho
#40 Posted : Sunday, October 28, 2012 8:44:01 PM
Rank: Member

Joined: 1/1/2010
Posts: 518
Location: kandara, Murang'a
mwekez@ji wrote:
Final dividend KES 0.30 per share. Book closure, 20th Dec 2012. Payment 28th Feb 2013


I was hoping for a bonus to really make it one for the future.. crap
Foresight..
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