wazua Tue, Mar 24, 2026
Welcome Guest Search | Active Topics | Log In

16 Pages«<1213141516>
Safaricom at 4 bob...
dunkang
#131 Posted : Tuesday, October 30, 2012 6:42:57 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
mazingira wrote:
What is the consensus on KENGEN??? i.e. why is it so cheap


Personaly, i am fearful of this stock because of;
i. Madeni,
ii. Government's stake is excess.
Receive with simplicity everything that happens to you.” ― Rashi

King G
#132 Posted : Tuesday, October 30, 2012 7:33:30 PM
Rank: Elder

Joined: 6/20/2012
Posts: 3,855
Location: Othumo
dunkang wrote:
mazingira wrote:
What is the consensus on KENGEN??? i.e. why is it so cheap


Personaly, i am fearful of this stock because of;
i. Madeni,
ii. Government's stake is excess.


High Capex, always is one deal with world bank/japan/china etc on some massive you dont understand!
Thieves
sparkly
#133 Posted : Tuesday, October 30, 2012 9:11:39 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
dunkang wrote:
mazingira wrote:
What is the consensus on KENGEN??? i.e. why is it so cheap


Personaly, i am fearful of this stock because of;
i. Madeni,
ii. Government's stake is excess.


Madeni no problem, they are guaranteed by GOK and will be repaid by consumers of electricity. The shareholders are safe!
Life is short. Live passionately.
mazingira
#134 Posted : Tuesday, October 30, 2012 10:34:25 PM
Rank: Member

Joined: 10/26/2012
Posts: 136
Thankyou all , I just put 1/4 of my wages into KENGEN ... hope i make some change , pockets zime toboka
murchr
#135 Posted : Wednesday, October 31, 2012 4:16:38 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
sparkly wrote:
dunkang wrote:
mazingira wrote:
What is the consensus on KENGEN??? i.e. why is it so cheap


Personaly, i am fearful of this stock because of;
i. Madeni,
ii. Government's stake is excess.


Madeni no problem, they are guaranteed by GOK and will be repaid by consumers of electricity. The shareholders are safe!


That's the best part of it.
"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
.
Aguytrying
#136 Posted : Wednesday, October 31, 2012 7:36:48 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
murchr wrote:
sparkly wrote:
dunkang wrote:
mazingira wrote:
What is the consensus on KENGEN??? i.e. why is it so cheap


Personaly, i am fearful of this stock because of;
i. Madeni,
ii. Government's stake is excess.


Madeni no problem, they are guaranteed by GOK and will be repaid by consumers of electricity. The shareholders are safe!


That's the best part of it.


@murchr. I see you are an energy buff. kengen, oil plays...
I've also realised im inclined towards them. kplc, KK. i dont mind KENGEN at all either.
The investor's chief problem - and even his worst enemy - is likely to be himself
mlennyma
#137 Posted: : Wednesday, October 31, 2012 7:48:43 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
The gvt wanted to offload more kengen shares to a strategic investor,what happened?,i think if this share gains much with no investor in sight, they can think to dilute it.
"Don't let the fear of losing be greater than the excitement of winning."
CaptainGG
#138 Posted : Wednesday, October 31, 2012 12:20:05 PM
Rank: New-farer

Joined: 10/13/2011
Posts: 67
Location: Kenya
hisah wrote:
murchr wrote:
hisah wrote:
hisah wrote:
VWAP @4.35/-

5cts away from Morgan Stanley's target. I expect 5/- to be tested by yr end.


VWAP closes @4.45/- with a high of 4.50/- MS target achieved. Demand today is 16x supply. I still see scope of 4.80 - 5/- being hit by Nov 8th as H1 results come in.


Then Wanjikus will flood the market.

Why will wanjikus flood? They've had 5yrs of harsh punishment. Any wanjiku still standing now gave up or has grown a thick hide!


@Hisah, ati Wanjiku has grown a thick hide, Laughing out loudly Laughing out loudly Laughing out loudly
dunkang
#139 Posted : Wednesday, November 07, 2012 2:39:52 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
39,360,000 shares sold as of now at 4.45/- per share.

I know there is good news coming on Friday, but, how much better is this news. Interim Div? KES+8B HY PAT?

Hapa iko kitu. Where are the insiders?
Receive with simplicity everything that happens to you.” ― Rashi

hisah
#140 Posted : Wednesday, November 07, 2012 6:08:28 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Results tomorrow at 3pm. Stay tuned. I expect PAT H1 2012 to double H1 2011 i.e. 100% from 4B to 8B. My best estimate is H1 2012 PAT comes in at 9.6B - 10B. If best case, then 4.80 - 5/- will be tested.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
16 Pages«<1213141516>
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.

Copyright © 2026 Wazua.co.ke. All Rights Reserved.