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Kengen HY 2015 results PAT up 400%
murchr
#91 Posted : Monday, September 28, 2015 4:51:52 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
I still don't see how the investor gets screwed up since wanjiku in the city foots the bill. Anyway am of the opinion "Build, they will come". Facebook recently announced that they will be setting up a data-center in some oldtown in Fortworth TX. While everyone was wondering why facebook would invest in a sleepy town, it turned out that the city had commissioned a 200MW wind farm which is still under construction....by the way they intend to gulp it all up. There's no way you'd attract serious investments if you have no capacity.

"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
.
enyands
#92 Posted : Monday, September 28, 2015 6:22:11 AM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
VituVingiSana wrote:
Ericsson wrote:
@murchr;
Our problem is how we structure the PPAs vis-a-vis western world.
Secondly the geothermal power being installed was to kick out thermal power.
Western world the generators already recovered their capital so u can't compare with western world.
we killed industries to consume power being generated. Rural electrification demand is so low coz its mostly used for lighting which is a loss to kenya power and can't even consume 40mw
@Sparkly
there is no grid to transmit power from oversupply areas to areas with deficit.

@ericsson - Folks forget that power PRODUCTION goes hand in hand with DISTRIBUTION and CONSUMPTION. Electricity (electrical power) cannot be easily (cost effectively) stored.

The reason thermal plants are used as backup generation is their ability to easily cycle up or down depending on demand.

Elon Musk (through Tesla) are working on Power Packs but these are for small 'home' units for now. Until we have efficient storage, we will have to rely on expensive sources to fill in the gaps.

Rural Consumption - Agreed! Their consumption will increase over time but that's a long-term project that needs GoK subsidies.

Electric cars, electric trains, etc can become major consumers but it will take a while to get these projects built out. Plus these do not come cheap. The hybrid cars are more expensive than petrol/diesel cars. The electric cars are pricier than hybrids. Plus these electric cars need charging stations.


Applause
kryptonite
#93 Posted : Monday, September 28, 2015 10:50:54 AM
Rank: Member

Joined: 2/1/2010
Posts: 272
Location: Nairobi
murchr wrote:
I still don't see how the investor gets screwed up since wanjiku in the city foots the bill. Anyway am of the opinion "Build, they will come". Facebook recently announced that they will be setting up a data-center in some oldtown in Fortworth TX. While everyone was wondering why facebook would invest in a sleepy town, it turned out that the city had commissioned a 200MW wind farm which is still under construction....by the way they intend to gulp it all up. There's no way you'd attract serious investments if you have no capacity.




True, you have to add capacity beforehand
The harder you work, the luckier you get
VituVingiSana
#94 Posted : Wednesday, September 30, 2015 12:44:52 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Solar lighting is far more sensible and cheaper to install for both the consumer (and government) than hooking up to the grid for many rural 'off the beaten path' consumers.

http://www.businessdaily...0/-/wn6pqc/-/index.html

As an urban user, I might consider it as a backup solution in case of a blackout.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
gatoho
#95 Posted : Wednesday, September 30, 2015 1:34:09 AM
Rank: Member

Joined: 1/1/2010
Posts: 518
Location: kandara, Murang'a
murchr wrote:
I still don't see how the investor gets screwed up since wanjiku in the city foots the bill. Anyway am of the opinion "Build, they will come". Facebook recently announced that they will be setting up a data-center in some oldtown in Fortworth TX. While everyone was wondering why facebook would invest in a sleepy town, it turned out that the city had commissioned a 200MW wind farm which is still under construction....by the way they intend to gulp it all up. There's no way you'd attract serious investments if you have no capacity.


Wee Muciiri, fort Worth time sleepy. What with all the gunshots at night
Foresight..
enyands
#96 Posted : Wednesday, September 30, 2015 4:03:15 AM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
gatoho wrote:
murchr wrote:
I still don't see how the investor gets screwed up since wanjiku in the city foots the bill. Anyway am of the opinion "Build, they will come". Facebook recently announced that they will be setting up a data-center in some oldtown in Fortworth TX. While everyone was wondering why facebook would invest in a sleepy town, it turned out that the city had commissioned a 200MW wind farm which is still under construction....by the way they intend to gulp it all up. There's no way you'd attract serious investments if you have no capacity.


Wee Muciiri, fort Worth time sleepy. What with all the gunshots at night


Better than hoods in Chicago
murchr
#97 Posted : Wednesday, September 30, 2015 5:49:26 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
gatoho wrote:
murchr wrote:
I still don't see how the investor gets screwed up since wanjiku in the city foots the bill. Anyway am of the opinion "Build, they will come". Facebook recently announced that they will be setting up a data-center in some oldtown in Fortworth TX. While everyone was wondering why facebook would invest in a sleepy town, it turned out that the city had commissioned a 200MW wind farm which is still under construction....by the way they intend to gulp it all up. There's no way you'd attract serious investments if you have no capacity.


Wee Muciiri, fort Worth time sleepy. What with all the gunshots at night


Hahaha....could be cowboys chasing cattle rustlers Laughing out loudly Laughing out loudly
"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
.
MaichBlack
#98 Posted : Wednesday, September 30, 2015 2:49:37 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,840
murchr wrote:
I still don't see how the investor gets screwed up since wanjiku in the city foots the bill. Anyway am of the opinion "Build, they will come". Facebook recently announced that they will be setting up a data-center in some oldtown in Fortworth TX. While everyone was wondering why facebook would invest in a sleepy town, it turned out that the city had commissioned a 200MW wind farm which is still under construction....by the way they intend to gulp it all up. There's no way you'd attract serious investments if you have no capacity.


@vvs has made very valid points but I also agree with you!

Unfortunately, you cannot tell investors/companies "Come and then we will generate more power". You generate it and they will come if and when you get the other issues raised by @vvs right. Hopefully someone in this government is looking at the whole thing holistically and other things are being done in the background to make the country more attractive to investors and lower the cost and hustle of doing business in Kenya.
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
MaichBlack
#99 Posted : Monday, October 05, 2015 7:55:42 AM
Rank: Elder

Joined: 7/22/2009
Posts: 7,840
Where the extra power is going!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
Danster
#100 Posted : Monday, October 05, 2015 8:17:24 AM
Rank: New-farer

Joined: 9/23/2015
Posts: 12
This is good news considering the upcoming investments to generate more power. Kengen and Kenya power will be releasing their full year end financial statements this month. Considering the projected growth in this current year, is it advisable to buy these two shares now at the current prices?
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