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Kenya power posts 36 pct profit jump in FY 2012
holycow
#91 Posted : Friday, February 22, 2013 9:47:11 AM
Rank: Veteran

Joined: 11/11/2006
Posts: 972
Location: Home
Things not well for KPLC this morning, as @Hisah would say, its taking it in the chin!!
hisah
#92 Posted : Friday, February 22, 2013 9:59:38 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
KK... Closing below 13/- means downside risks are now in play. Breakout to the downside with 12.50 near term support then back to 11. Hold on tight those still in the ship. Should the puma deal come undone, capitulation central...

MSC line in the sand is 4.50, below that 3.60 is open for challenge! Sugar guru vs guru267 bet coming alive and sugar guru (njunge) is in the lead...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
S.Mutaga III
#93 Posted : Friday, February 22, 2013 10:22:02 AM
Rank: Member

Joined: 3/26/2012
Posts: 830
hisah wrote:
KK... Closing below 13/- means downside risks are now in play. Breakout to the downside with 12.50 near term support then back to 11. Hold on tight those still in the ship. Should the puma deal come undone, capitulation central...

MSC line in the sand is 4.50, below that 3.60 is open for challenge! Sugar guru vs guru267 bet coming alive and sugar guru (njunge) is in the lead...

A third of my portfolio is in Mumias,A third is in KK and the other third is in cash. When I see such a post, I just hold on to my nuts...to confused on what to do. Do I average down with the remaining cash or do I look for another counter especially now that prices are becoming more attractive as the elections near?
A successful man is not he who gets the best, it is he who makes the best from what he gets.
S.Mutaga III
#94 Posted : Friday, February 22, 2013 10:25:06 AM
Rank: Member

Joined: 3/26/2012
Posts: 830
hisah wrote:
KK... Closing below 13/- means downside risks are now in play. Breakout to the downside with 12.50 near term support then back to 11. Hold on tight those still in the ship. Should the puma deal come undone, capitulation central...

MSC line in the sand is 4.50, below that 3.60 is open for challenge! Sugar guru vs guru267 bet coming alive and sugar guru (njunge) is in the lead...

A third of my portfolio is in Mumias,A third is in KK and the other third is in cash. When I see such a post, I just hold on to my nuts...to confused on what to do. Do I average down with the remaining cash or do I look for another counter especially now that prices are becoming more attractive as the elections approach?
A successful man is not he who gets the best, it is he who makes the best from what he gets.
mwekez@ji
#95 Posted : Friday, February 22, 2013 10:33:09 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
State renews contract for Kenya Power boss for three more years >>> http://www.nation.co.ke/busines...02/-/g6lfnx/-/index.html
Aguytrying
#96 Posted : Friday, February 22, 2013 11:01:23 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
murchr wrote:
http://www.businessdailyafrica.com/Corporate-News/Kenya-Power-sees-fall-in-profit-ahead-of-tariffs-increase/-/539550/1701038/-/15rfmq6/-/index.html


This is the best buy recommendation i have ever read.

First kenya power says its profits will drop by 53% to 3.9 million june this year.

Then KPLC says that IF tarrifs are increased its profits will double from current level to 11 billion in june next year.

Like someone said, you cant ask for tariff increase when you are growing profits.

The huge profit drop will compel the tarrif review uptake. and be easier for consumers, watchdogs to swallow.

Reducing dividend??? its already almost non existent.

Tarrif review is coming up very soon.
Ill be waiting to buy this counter after mr market has a field day (unless of course the reason like me) but mr market never disappoints.
The investor's chief problem - and even his worst enemy - is likely to be himself
murchr
#97 Posted : Friday, February 22, 2013 3:46:30 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Aguytrying wrote:
murchr wrote:
http://www.businessdailyafrica.com/Corporate-News/Kenya-Power-sees-fall-in-profit-ahead-of-tariffs-increase/-/539550/1701038/-/15rfmq6/-/index.html


This is the best buy recommendation i have ever read.

First kenya power says its profits will drop by 53% to 3.9 million june this year.

Then KPLC says that IF tarrifs are increased its profits will double from current level to 11 billion in june next year.

Like someone said, you cant ask for tariff increase when you are growing profits.

The huge profit drop will compel the tarrif review uptake. and be easier for consumers, watchdogs to swallow.

Reducing dividend??? its already almost non existent.

Tarrif review is coming up very soon.
Ill be waiting to buy this counter after mr market has a field day (unless of course the reason like me) but mr market never disappoints.


@Aguy...from their report the tariff increase is meant to finance projects in Kengen and Ketraco as well as reduce power transmission losses.
"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
#98 Posted : Friday, February 22, 2013 3:55:03 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
@muchr. And kplc expects a 30% increase in revenue if tarrifs are increased as they propose. And more importantly profits to increase to 11 billion. Almost double to fy 2011.
The investor's chief problem - and even his worst enemy - is likely to be himself
murchr
#99 Posted : Friday, February 22, 2013 3:58:10 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Aguytrying wrote:
@muchr. And kplc expects a 30% increase in revenue if tarrifs are increased as they propose


They always come short of their targets, read this http://www.kplc.co.ke/fi...013_Detailed_Version.pdf
"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
.
murchr
#100 Posted : Friday, February 22, 2013 6:31:07 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
http://www.the-star.co.k...r-project-bids-finalised
"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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