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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: 18,121
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: 7,460
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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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: 7,460
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
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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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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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moneydust
#91 Posted : Thursday, March 12, 2015 3:12:28 PM
Rank: Member


Joined: 1/31/2007
Posts: 304
Tall Order wrote:
I've just exited KPLC. I hope I don't have to regret it and have to post it as 'What was my worst mistake in trading' on a different thread here months later


Things are looking up for KPLC....Hope you are sitted well at your corner
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Metasploit
#92 Posted : Thursday, March 12, 2015 3:48:13 PM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
moneydust wrote:
Tall Order wrote:
I've just exited KPLC. I hope I don't have to regret it and have to post it as 'What was my worst mistake in trading' on a different thread here months later


Things are looking up for KPLC....Hope you are sitted well at your corner


Demand side on KPLC has been very solid.On recent weeks KPLC has been seeing these strong demands.Supply side has always been wiped resulting in several volume spikes.

18 has been a resistance and this seems to have been dealt with!

demand volume speaks alot !informed volumes ???



“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
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moneydust
#93 Posted : Thursday, March 12, 2015 4:32:07 PM
Rank: Member


Joined: 1/31/2007
Posts: 304
Metasploit wrote:
moneydust wrote:
Tall Order wrote:
I've just exited KPLC. I hope I don't have to regret it and have to post it as 'What was my worst mistake in trading' on a different thread here months later


Things are looking up for KPLC....Hope you are sitted well at your corner


Demand side on KPLC has been very solid.On recent weeks KPLC has been seeing these strong demands.Supply side has always been wiped resulting in several volume spikes.

18 has been a resistance and this seems to have been dealt with!

demand volume speaks alot !informed volumes ???



This is a share that has tested many peoples patience...It reminds me of KCB in years gone by..
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edwinmukiri
#94 Posted : Thursday, March 12, 2015 10:28:02 PM
Rank: New-farer


Joined: 8/11/2014
Posts: 72
Location: Nairobi
moneydust wrote:
Metasploit wrote:
moneydust wrote:
Tall Order wrote:
I've just exited KPLC. I hope I don't have to regret it and have to post it as 'What was my worst mistake in trading' on a different thread here months later


Things are looking up for KPLC....Hope you are sitted well at your corner


Demand side on KPLC has been very solid.On recent weeks KPLC has been seeing these strong demands.Supply side has always been wiped resulting in several volume spikes.

18 has been a resistance and this seems to have been dealt with!

demand volume speaks alot !informed volumes ???



This is a share that has tested many peoples patience...It reminds me of KCB in years gone by..

Bulls make money,bears make money and pigs get slaughtered.
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ayushnehra
#95 Posted : Thursday, March 12, 2015 10:59:10 PM
Rank: Member


Joined: 1/4/2015
Posts: 153
For those after dividend..Cables is not too bad is it? 1 shilling for every 16.5(roughly) Invested..!! Dividend-wise seems to be doing better than many..!!



Dreams are not the thing you see in your sleep..it's the thing that doesn't let you sleep. - A.P.J. Abdul Kalam
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mlennyma
#96 Posted : Thursday, March 19, 2015 10:17:32 AM
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Joined: 7/21/2010
Posts: 6,183
Location: nairobi
ayushnehra wrote:
For those after dividend..Cables is not too bad is it? 1 shilling for every 16.5(roughly) Invested..!! Dividend-wise seems to be doing better than many..!!




I remember seeing this stock recommended for a buy last month and nobody seems to agree.the price stays depressed
"Don't let the fear of losing be greater than the excitement of winning."
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subaru
#97 Posted : Thursday, March 19, 2015 11:20:37 AM
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Joined: 3/15/2010
Posts: 391
Location: nairobie
ayushnehra wrote:
For those after dividend..Cables is not too bad is it? 1 shilling for every 16.5(roughly) Invested..!! Dividend-wise seems to be doing better than many..!!




thought it was 50 cents
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mlennyma
#98 Posted : Thursday, March 19, 2015 11:39:23 AM
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Joined: 7/21/2010
Posts: 6,183
Location: nairobi
subaru wrote:
ayushnehra wrote:
For those after dividend..Cables is not too bad is it? 1 shilling for every 16.5(roughly) Invested..!! Dividend-wise seems to be doing better than many..!!




thought it was 50 cents

interim and final
"Don't let the fear of losing be greater than the excitement of winning."
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Boris Boyka
#99 Posted : Thursday, March 19, 2015 11:39:55 AM
Rank: Veteran


Joined: 11/15/2013
Posts: 1,977
Location: Here
subaru wrote:
ayushnehra wrote:
For those after dividend..Cables is not too bad is it? 1 shilling for every 16.5(roughly) Invested..!! Dividend-wise seems to be doing better than many..!!




thought it was 50 cents

Interim 50cts
Final. 50cts
Total 100cts. Now you know.
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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subaru
#100 Posted : Thursday, March 19, 2015 12:00:00 PM
Rank: Member


Joined: 3/15/2010
Posts: 391
Location: nairobie
Boris Boyka wrote:
subaru wrote:
ayushnehra wrote:
For those after dividend..Cables is not too bad is it? 1 shilling for every 16.5(roughly) Invested..!! Dividend-wise seems to be doing better than many..!!




thought it was 50 cents

Interim 50cts
Final. 50cts
Total 100cts. Now you know.



too bad the share is depressed
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