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Kenya power posts 36 pct profit jump in FY 2012
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kripp
#71 Posted : Monday, December 03, 2012 2:49:26 PM
Rank: Member

Joined: 9/13/2006
Posts: 58
I was checking something in the Kenya National Bureau of Statistcs website (http://www.knbs.or.ke/economicindicators.php)and came accross July 2012 data indicating that out of the 646 million KWh generated in Kenya, a whopping 210 million Kwh (33%) is LOST???
How can this be? and if true, why waste more funds to increase generating capacity before fixing this black hole?
The big question is whether this loss is absorbed by Kengen or KPLC?
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murchr
#72 Posted : Monday, December 03, 2012 4:44:33 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
kripp wrote:
I was checking something in the Kenya National Bureau of Statistcs website (http://www.knbs.or.ke/economicindicators.php)and came accross July 2012 data indicating that out of the 646 million KWh generated in Kenya, a whopping 210 million Kwh (33%) is LOST???
How can this be? and if true, why waste more funds to increase generating capacity before fixing this black hole?
The big question is whether this loss is absorbed by Kengen or KPLC?


Its lost by KPLC. Hence the blackouts and more losses are experienced when Kenyans fail to Mulika mwizi. Most people in the slums dont pay for elec, yet they are heavy users.
"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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guru267
#73 Posted : Monday, December 03, 2012 7:14:20 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
kripp wrote:
The big question is whether this loss is absorbed by Kengen or KPLC?


The loss must be absorbed by KP because the power generators are paid whether the power is sold or not!
Mark 12:29
Deuteronomy 4:16
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Pesa Nane
#74 Posted : Monday, December 03, 2012 11:27:12 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
kripp wrote:
I was checking something in the Kenya National Bureau of Statistcs website (http://www.knbs.or.ke/economicindicators.php)and came accross July 2012 data indicating that out of the 646 million KWh generated in Kenya, a whopping 210 million Kwh (33%) is LOST???
How can this be? and if true, why waste more funds to increase generating capacity before fixing this black hole?
The big question is whether this loss is absorbed by Kengen or KPLC?

@Kripp, Those figures are quiet overstretched. Even Uganda's Umeme loses just about 25%. LINK
KPLC loses, according to the 2012 Annual Report, are:
2006/07 = 17.9% (6 year high)
2007/08 = 16.6%
2008/09 = 16.3%
2009/10 = 16.0%
2010/11 = 16.2%
2011/12 = 17.3%
Pesa Nane plans to be shilingi when he grows up.
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kripp
#75 Posted : Tuesday, December 04, 2012 9:23:31 AM
Rank: Member

Joined: 9/13/2006
Posts: 58
@Pesa nane, I think you are right. The average for 2012 to July works out at 17%.
However, the July '12 losses are double the monthly average of 110m kwh. Interestingly, June '12 losses were way below the average at only 20 m Kwh! Probably the KNBS recorded the wrong figures in June and later corrected these in July.
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hisah
#76 Posted : Tuesday, December 04, 2012 1:42:05 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Aguytrying wrote:
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

Seems the buy momentum has run out of steam like MSC. I'll bail out on Monday and hope to get out @9.70/- if possible to look in 10% gains including div yield.

@guru - you might just get it right here on Kengen as the index correction gains momentum...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#77 Posted : Thursday, December 06, 2012 12:15:31 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
hisah wrote:
Aguytrying wrote:
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

Seems the buy momentum has run out of steam like MSC. I'll bail out on Monday and hope to get out @9.70/- if possible to look in 10% gains including div yield.

@guru - you might just get it right here on Kengen as the index correction gains momentum...

Managed to get out @9.50/- Boy this thing has taken a hammer. Never anticipated this kind of market selling. But since it's happening in Dec when NSE is in a correction and slowdown, well irrational selling is expected. Downward momentum points to 8.50 at best!

So I take my small gain of 5.88% (cap gains + div yield less commissions).

So @guru wins...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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guru267
#78 Posted : Thursday, December 06, 2012 12:24:35 PM
Rank: Elder

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

Seems the buy momentum has run out of steam like MSC. I'll bail out on Monday and hope to get out @9.70/- if possible to look in 10% gains including div yield.

@guru - you might just get it right here on Kengen as the index correction gains momentum...

Managed to get out @9.50/- Boy this thing has taken a hammer. Never anticipated this kind of market selling. But since it's happening in Dec when NSE is in a correction and slowdown, well irrational selling is expected. Downward momentum points to 8.50 at best!

So I take my small gain of 5.88% (cap gains + div yield less commissions).

So @guru wins...


smile
Mark 12:29
Deuteronomy 4:16
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mkonomtupu
#79 Posted : Thursday, December 06, 2012 1:36:01 PM
Rank: Veteran

Joined: 2/10/2010
Posts: 1,001
Location: River Road
when you look at earth from space you get to see a lot of potential for kengen http://news.yahoo.com/ph...e-photo-1830287179.html

Africa is one dark continent except Nigeria, SA and Egypt
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hisah
#80 Posted : Thursday, December 06, 2012 1:53:15 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
mkonomtupu wrote:
when you look at earth from space you get to see a lot of potential for kengen http://news.yahoo.com/ph...e-photo-1830287179.html

Africa is one dark continent except Nigeria, SA and Egypt

It is in order for the market to be irrational and offer very juicy discounts smile
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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