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Kenya power posts 36 pct profit jump in FY 2012
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Aguytrying
#51 Posted : Tuesday, October 30, 2012 2:27:55 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Yenyewe this vmarket has its owners.

they have bailed out on kplc, no demand now. I think they were getting out yesterday and today. those trades were abnormally high. I just wonder who there were selling to( maybe to themselves to draw in more buyers)

17.60 just printed
The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying
#52 Posted : Wednesday, October 31, 2012 10:24:51 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Aguytrying wrote:
Yenyewe this vmarket has its owners.

they have bailed out on kplc, no demand now. I think they were getting out yesterday and today. those trades were abnormally high. I just wonder who there were selling to( maybe to themselves to draw in more buyers)

17.60 just printed


if demand doesn't start coming through. expect to buy this share at 16 and below soon. the problem is the dividend relative to other nse companies. and no bonus. now at 17.65
The investor's chief problem - and even his worst enemy - is likely to be himself
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mwekez@ji
#53 Posted : Wednesday, October 31, 2012 11:23:03 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
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 I have found good insights here > (Ol-Karia 280MW discussion thread) with @sparkly and @Kausha raising pertinent concerns
on Kengen

So, Kengen FY ending June 12 revenue driver was the commissioned Kipevu III project. What will drive Kengen revenue this financial year given that no big projects like Kipevu III are being commissioned?
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hisah
#54 Posted : Monday, November 12, 2012 11:00:31 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
hisah 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.

I had stated this on Tues that rotation from KPLC to Kengen is happening now. And with that mean KPLC div with no bonus, the upside support will be limited.

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%.


Two weeks later Kengen is playing the script. Today's high testing 10/-

@guru - we will review exdiv to see if it will nosedive as per your expectations.

@youcant - keep this in your reminder memo bank.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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FUNKY
#55 Posted : Monday, November 12, 2012 11:20:28 AM
Rank: Veteran

Joined: 4/30/2010
Posts: 1,635
And it has tested a high of 10.10/- today...might reach 11/- this week.
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Aguytrying
#56 Posted : Monday, November 12, 2012 9:05:49 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
hisah wrote:
hisah 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.

I had stated this on Tues that rotation from KPLC to Kengen is happening now. And with that mean KPLC div with no bonus, the upside support will be limited.

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%.


Two weeks later Kengen is playing the script. Today's high testing 10/-

@guru - we will review exdiv to see if it will nosedive as per your expectations.

@youcant - keep this in your reminder memo bank.


kudos. i was about to recognise this prediction. spot on.
The investor's chief problem - and even his worst enemy - is likely to be himself
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hisah
#57 Posted : Wednesday, November 21, 2012 10:44:05 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
KPLC testing 17.50/- support as expected. Below is 16.50/- Mean div payout cannot encourage bulls to push for 20/- while kengen has a higher div yield.

2 weeks to go for kengen to push to 10.50/- but the momentum has slowed. If so then @guru will throw missiles at me with price dipping to 9.20/- exdiv.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#58 Posted : Wednesday, November 21, 2012 4:33:19 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Closed at 17.45/-
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#59 Posted : Monday, November 26, 2012 10:10:15 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
hisah wrote:
Closed at 17.45/-

Seems like 17.50/- support will not hold. Trades day low of 17.05/- Heading down to 16.50/- as selling accelerates.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Aguytrying
#60 Posted : Monday, November 26, 2012 11:48:08 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
hisah wrote:
hisah wrote:
Closed at 17.45/-

Seems like 17.50/- support will not hold. Trades day low of 17.05/- Heading down to 16.50/- as selling accelerates.


its just as i suspected. the big buyers were cashing out, those big trades at 18.50. i saw it. at 14-15 ill get interested again. i think next year they will be a bonus now that it didnt come this year.
The investor's chief problem - and even his worst enemy - is likely to be himself
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