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Kenya Power vs EA Cables
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TheGeek
#81 Posted : Friday, October 17, 2014 9:32:17 PM
Rank: Member

Joined: 7/3/2014
Posts: 245
Is it in order for GOK ie kamwana to announce reduction in power tarrifs yet the power distributor is a publicly traded company ?
surely this does not aid in improving minority shareholders value....
In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
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VituVingiSana
#82 Posted : Saturday, October 18, 2014 3:54:08 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,354
Location: Nairobi
TheGeek wrote:
Is it in order for GOK ie kamwana to announce reduction in power tarrifs yet the power distributor is a publicly traded company ?
surely this does not aid in improving minority shareholders value....
That's why I avoid GoK firms whose prices can be dictated by politicians. I got burned on KPLC when the triennial increase was denied/postponed coz of upcoming elections in 2008.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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MaichBlack
#83 Posted : Saturday, October 18, 2014 11:13:29 AM
Rank: Elder

Joined: 7/22/2009
Posts: 7,858
TheGeek wrote:
Is it in order for GOK ie kamwana to announce reduction in power tarrifs yet the power distributor is a publicly traded company ?
surely this does not aid in improving minority shareholders value....

Cost of electricity will reduce. That doesn't mean power tariffs will reduce. Eliminating dependency on Diesel will reduce the COST of power by almost 50%. Check the breakdown of your bill and you'll understand.

Do these pronouncements by the president and the deputy help the share price of Kenya Power? Nope! But they don't affect the VALUE. These statements are aimed at manufacturers. One of biggest challenges to manufacturers in Kenya is the cost of power. Some even relocate or threaten to relocate due to this reason. Ever heard of 'the lesser evil'?
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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  | | Edit by user: Saturday, October 18, 2014 3:47 PM | Reason: Not specified
sparkly
#84 Posted : Saturday, October 18, 2014 2:16:23 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
TheGeek wrote:
Is it in order for GOK ie kamwana to announce reduction in power tarrifs yet the power distributor is a publicly traded company ?
surely this does not aid in improving minority shareholders value....

yes it is, when it arises from a reduction in pass-through costs of production.
Life is short. Live passionately.
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jerry
#85 Posted : Saturday, October 18, 2014 3:02:49 PM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
MaichBlack wrote:
TheGeek wrote:
Is it in order for GOK ie kamwana to announce reduction in power tarrifs yet the power distributor is a publicly traded company ?
surely this does not aid in improving minority shareholders value....

Cost of electricity will reduce. That doesn't mean power tariffs will reduce. Eliminating dependency on Diesel will reduce the COST of power by almost 50%. Check the breakdown of your bill and you'll understand.

Do these pronouncements by the president and the deputy help the share price of Kenya Power? Nope! But the don't affect the VALUE. These statements are aimed at manufacturers. One of biggest challenges to manufacturers in Kenya is the cost of power. Some even relocate or threaten to relocate due to this reason. Ever heard of 'the lesser evil'?

Someone should do these maths of 40 or 50% reduction in cost of electricity. Where is the baseline? We had 722 cts as fuel cost charge in Aug, 571 cts in Sep and 479 cts this month. What will this component be when we are at 40% reduction of power cost?
The opposite of courage is not cowardice, it's conformity.
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TheGeek
#86 Posted : Saturday, October 18, 2014 3:05:36 PM
Rank: Member

Joined: 7/3/2014
Posts: 245
MaichBlack wrote:
TheGeek wrote:
Is it in order for GOK ie kamwana to announce reduction in power tarrifs yet the power distributor is a publicly traded company ?
surely this does not aid in improving minority shareholders value....

Cost of electricity will reduce. That doesn't mean power tariffs will reduce. Eliminating dependency on Diesel will reduce the COST of power by almost 50%. Check the breakdown of your bill and you'll understand.

Do these pronouncements by the president and the deputy help the share price of Kenya Power? Nope! But the don't affect the VALUE. These statements are aimed at manufacturers. One of biggest challenges to manufacturers in Kenya is the cost of power. Some even relocate or threaten to relocate due to this reason. Ever heard of 'the lesser evil'?


I get the bit about the power bill, Excellent distinction @MaichBlack on Value vs Share-price.
Price has been static for the last five years.
KPLC PRICE




In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
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MaichBlack
#87 Posted : Saturday, October 18, 2014 3:51:33 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,858
jerry wrote:
MaichBlack wrote:
TheGeek wrote:
Is it in order for GOK ie kamwana to announce reduction in power tarrifs yet the power distributor is a publicly traded company ?
surely this does not aid in improving minority shareholders value....

Cost of electricity will reduce. That doesn't mean power tariffs will reduce. Eliminating dependency on Diesel will reduce the COST of power by almost 50%. Check the breakdown of your bill and you'll understand.

Do these pronouncements by the president and the deputy help the share price of Kenya Power? Nope! But the don't affect the VALUE. These statements are aimed at manufacturers. One of biggest challenges to manufacturers in Kenya is the cost of power. Some even relocate or threaten to relocate due to this reason. Ever heard of 'the lesser evil'?

Someone should do these maths of 40 or 50% reduction in cost of electricity. Where is the baseline? We had 722 cts as fuel cost charge in Aug, 571 cts in Sep and 479 cts this month. What will this component be when we are at 40% reduction of power cost?

In a perfect scenario, Fuel Charge should go to Kshs. 0/=. That's the day we will be able to produce all our power using non-diesel powered sources - hydro, thermal etc.
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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TheGeek
#88 Posted : Wednesday, February 11, 2015 9:11:28 AM
Rank: Member

Joined: 7/3/2014
Posts: 245
Someone with a calculator can tell us the millions gained due to 210 million kwh sold rather than wasted


System repairs cut power losses 11.5pc
In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
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  | | Edit by user: Wednesday, February 11, 2015 9:16 AM | Reason: Not specified
subaru
#89 Posted : Wednesday, February 11, 2015 9:44:35 AM
Rank: Member

Joined: 3/15/2010
Posts: 391
Location: nairobie
TheGeek wrote:
Someone with a calculator can tell us the millions gained due to 210 million kwh sold rather than wasted


System repairs cut power losses 11.5pc


thats where efficiency comes in i bet they cant compute clearly thus making major players bolt Sad Sad Sad Sad
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mwekez@ji
#90 Posted : Wednesday, February 11, 2015 10:49:40 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
TheGeek wrote:
Someone with a calculator can tell us the millions gained due to 210 million kwh sold rather than wasted


System repairs cut power losses 11.5pc
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