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Kenya power posts 36 pct profit jump in FY 2012
youcan'tstopusnow
#61 Posted : Wednesday, November 28, 2012 12:06:05 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Net-metering could
reduce high cost of power for consumers
http://www.businessdaily...0/-/b1dxpr/-/index.html


Real nice...
GOD BLESS YOUR LIFE
hisah
#62 Posted : Wednesday, November 28, 2012 2:36:28 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Meanwhile VWAP @16.75/- closer to 16.50/- (will it hold with weak momentum...)
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Aguytrying
#63 Posted : Thursday, November 29, 2012 11:21:40 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
hisah wrote:
Meanwhile VWAP @16.75/- closer to 16.50/- (will it hold with weak momentum...)


Nope im calling for 14-15. It could be a good play at that level by next year, thanks to what i expect( a bonus)
The investor's chief problem - and even his worst enemy - is likely to be himself
S.Mutaga III
#64 Posted : Thursday, November 29, 2012 11:39:10 AM
Rank: Member

Joined: 3/26/2012
Posts: 830
This company is very mean with dividends.It is a good company but hizi dividends joh...got better deals elsewhere.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
Aguytrying
#65 Posted : Thursday, November 29, 2012 11:41:23 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
youcan'tstopusnow wrote:
Net-metering could
reduce high cost of power for consumers
http://www.businessdaily...0/-/b1dxpr/-/index.html


Real nice...


Wow, good stuff. If it went large scale, it would reduce Kenya powers capital expenditure and increase numbers of customers that can be supplied.
The investor's chief problem - and even his worst enemy - is likely to be himself
hisah
#66 Posted : Thursday, November 29, 2012 3:08:59 PM
Rank: Chief

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

On course to vault the 10/- handle as book closure approaches. 6 trading days left.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Aguytrying
#67 Posted : Thursday, November 29, 2012 3:34:14 PM
Rank: Elder

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

On course to vault the 10/- handle as book closure approaches. 6 trading days left.


some good demand and higher levels coming in. I left it at 1M shares at 2pm... closed at 2.36M touching 10.05
The investor's chief problem - and even his worst enemy - is likely to be himself
murchr
#68 Posted : Monday, December 03, 2012 12:51:48 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Equity lends Sh5.6bn to Kenya Power
"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
.
guru267
#69 Posted : Monday, December 03, 2012 8:55:54 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi


Isn't this loan bigger than the whole umeme IPO??
Laughing out loudly

Uganda is TINY!! smile
Mark 12:29
Deuteronomy 4:16
VituVingiSana
#70 Posted : Monday, December 03, 2012 11:12:07 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
If the terms are like what CCN got, then KPLC is in big trouble!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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