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Kengen HY 2015 results PAT up 400%
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VituVingiSana
#121 Posted : Thursday, October 08, 2015 7:55:31 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
If you can get through @muandiwambeu's post, you will see what is said makes a lot of sense. Utilities are cash-hungry entities and there's little room from (interesting) dividends.

The reason utilities need/want strategic & cash-rich investors with a long-term horizon is that there is a constant need for investment in a growing economy to feed the demand. The investment needed TODAY are huge since these projects have 20/30/50 year lives not the 'get-rick-quick' projects Kenyans prefer.

The returns for these utilities (think annuities) come over a much longer period after a long period of waiting for the investment to mature. These investments have to weather the weather, political landscape, public ire, tax regime changes, etc.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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S.Mutaga III
#122 Posted : Thursday, October 08, 2015 7:57:46 PM
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Joined: 3/26/2012
Posts: 830
As long as there is a pending rights issue, no good news will be taken positively with the controlling stake by GoK. Old timers have learned the hard way to avoid such profit manipulation gimmicks orchestrated by managers of Public Enterprises. The government is NEVER a good business partner. NEVER
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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VituVingiSana
#123 Posted : Friday, October 09, 2015 8:26:00 AM
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Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
S.Mutaga III wrote:
As long as there is a pending rights issue, no good news will be taken positively with the controlling stake by GoK. Old timers have learned the hard way to avoid such profit manipulation gimmicks orchestrated by managers of Public Enterprises. The government is NEVER a good business partner. NEVER

Applause Applause Applause Except for KenRe, I have kept away from GoK controlled/influenced firms including KQ, NBK, EAPCC, Uchumi, etc. I got burnt on KCB (during the first Rights Issue) & then kept away to my dismay.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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murchr
#124 Posted : Friday, October 09, 2015 11:31:50 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
East African wrote:
Tanzania will switch off all hydropower plants because of low water levels that have seen electricity generation reduce by 80 per cent, the government said Thursday.

Tanzanians will now have to grapple with debilitating power crisis but the government said it will turn on some gas plants in the next two weeks.

The country's current power consumption is 870 megawatts but production capacity recorded as of Wednesday stood at 105 megawatts. The capacity can go up to 135 Megawatts when some generators are switched on.



Pray

Source
"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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hisah
#125 Posted : Saturday, October 10, 2015 12:03:03 AM
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Joined: 8/4/2010
Posts: 8,977
murchr wrote:
East African wrote:
Tanzania will switch off all hydropower plants because of low water levels that have seen electricity generation reduce by 80 per cent, the government said Thursday.

Tanzanians will now have to grapple with debilitating power crisis but the government said it will turn on some gas plants in the next two weeks.

The country's current power consumption is 870 megawatts but production capacity recorded as of Wednesday stood at 105 megawatts. The capacity can go up to 135 Megawatts when some generators are switched on.



Pray

Source

Oh my! Power crisis in every way in a critical election period. Recession will bite really hard the EA econs...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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VituVingiSana
#126 Posted : Saturday, October 10, 2015 7:52:30 AM
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Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
Good news for KenGen and KPLC ... They can crank up their thermal generation to supply TZ. The thermal generation units incur a capacity charge whether they are used or not so it makes more sense to have them running and producing power.

Note that power produced by these thermal generators is pricier than most other sources and TZ should pay KPLC/KenGen the marginal cost of production + a profit.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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kawi254
#127 Posted : Saturday, October 10, 2015 9:19:40 AM
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Joined: 2/20/2015
Posts: 467
Location: Nairobi
Tanzania's switch off of hydro power is to allow gas power plants to be connected to the grid (350 MW). Lindi/Mtwara gas has been piped to Dar(Ubungo) and the gas plants have been coming on step by step. Oct 20th all gas power plants will be fired up. The crisis is almost over and TZ will have stable power thanks to gas discovery in Lindi/Mtwara

No interconnection of note between TZ & KE grids so Kenya Power cannot supply power to TZ.
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watesh
#128 Posted : Saturday, October 10, 2015 4:39:20 PM
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Joined: 8/10/2014
Posts: 977
Location: Kenya
murchr wrote:
East African wrote:
Tanzania will switch off all hydropower plants because of low water levels that have seen electricity generation reduce by 80 per cent, the government said Thursday.

Tanzanians will now have to grapple with debilitating power crisis but the government said it will turn on some gas plants in the next two weeks.

The country's current power consumption is 870 megawatts but production capacity recorded as of Wednesday stood at 105 megawatts. The capacity can go up to 135 Megawatts when some generators are switched on.



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Just 870MW, wow that is so little while South Africa with the same population demands 34,000MW
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uchumi
#129 Posted : Saturday, October 10, 2015 5:22:34 PM
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Joined: 9/16/2006
Posts: 229




KenGen are set to hold their Investor Briefing Tuesday next week
“I don’t regret the things I’ve done, I regret the things I didn’t do when I had the chance.”
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VituVingiSana
#130 Posted : Saturday, October 10, 2015 8:57:46 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
kawi254 wrote:
Tanzania's switch off of hydro power is to allow gas power plants to be connected to the grid (350 MW). Lindi/Mtwara gas has been piped to Dar(Ubungo) and the gas plants have been coming on step by step. Oct 20th all gas power plants will be fired up. The crisis is almost over and TZ will have stable power thanks to gas discovery in Lindi/Mtwara

No interconnection of note between TZ & KE grids so Kenya Power cannot supply power to TZ.

The article said there's little water in the dams.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#131 Posted : Sunday, October 11, 2015 12:05:58 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
kawi254 wrote:
Tanzania's switch off of hydro power is to allow gas power plants to be connected to the grid (350 MW). Lindi/Mtwara gas has been piped to Dar(Ubungo) and the gas plants have been coming on step by step. Oct 20th all gas power plants will be fired up. The crisis is almost over and TZ will have stable power thanks to gas discovery in Lindi/Mtwara

No interconnection of note between TZ & KE grids so Kenya Power cannot supply power to TZ.

The article said there's little water in the dams.

maybe he knows something we don't.
Life is short. Live passionately.
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MaichBlack
#132 Posted : Sunday, October 11, 2015 12:50:48 PM
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Joined: 7/22/2009
Posts: 7,460
kawi254 wrote:
Tanzania's switch off of hydro power is to allow gas power plants to be connected to the grid (350 MW). Lindi/Mtwara gas has been piped to Dar(Ubungo) and the gas plants have been coming on step by step. Oct 20th all gas power plants will be fired up. The crisis is almost over and TZ will have stable power thanks to gas discovery in Lindi/Mtwara

No interconnection of note between TZ & KE grids so Kenya Power cannot supply power to TZ.

350MW vs a demand of 870MW. Do the maths!!!
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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