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2 Stocks for life
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VituVingiSana
#121 Posted : Tuesday, December 22, 2015 4:33:31 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
ForSport2 wrote:
@Aguytrying & VVS
I stand advised.
KPLC is my siren stock. You see reason, you understand the arguments but you decide to emotionally invest :). How can a monopoly offering an essential service goof? I'm in love with electricity. For life.

KPLC almost went bankrupt a few years ago. KQ is bankrupt. And there are many examples of GoK controlled firms that almost died. Good luck.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Aguytrying
#122 Posted : Tuesday, December 22, 2015 4:36:12 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
ForSport2 wrote:
@Aguytrying & VVS
I stand advised.
KPLC is my siren stock. You see reason, you understand the arguments but you decide to emotionally invest :). How can a monopoly offering an essential service goof? I'm in love with electricity. For life.


The problem is not monopoly or even performance. It's alignment of management with shareholder interests. And the market has not been fooled. Below rights price since 2010. Currently at 2011 lows, very low dividend yield.
The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying
#123 Posted : Tuesday, December 22, 2015 4:37:50 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
ForSport2 wrote:
@Aguytrying & VVS
I stand advised.
KPLC is my siren stock. You see reason, you understand the arguments but you decide to emotionally invest :). How can a monopoly offering an essential service goof? I'm in love with electricity. For life.

KPLC almost went bankrupt a few years ago. KQ is bankrupt. And there are many examples of GoK controlled firms that almost died. Good luck.


Well put.
The investor's chief problem - and even his worst enemy - is likely to be himself
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enyands
#124 Posted : Wednesday, December 23, 2015 7:11:47 AM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
enyands wrote:
ForSport2 wrote:
@Aguytrying & VVS
I stand advised.
KPLC is my siren stock. You see reason, you understand the arguments but you decide to emotionally invest :). How can a monopoly offering an essential service goof? I'm in love with electricity. For life.


the day you hear the monopoly is broken then that's the time to quit and run. But for now stay put


Remember when I said hold for now .they are entering another market taking advantage of the available infrastructure .
Kenya Power joining Internet business
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enyands
#125 Posted : Wednesday, December 23, 2015 7:17:16 AM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
enyands wrote:
ForSport2 wrote:
@Aguytrying & VVS
I stand advised.
KPLC is my siren stock. You see reason, you understand the arguments but you decide to emotionally invest :). How can a monopoly offering an essential service goof? I'm in love with electricity. For life.


the day you hear the monopoly is broken then that's the time to quit and run. But for now stay put
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enyands
#126 Posted : Wednesday, December 23, 2015 7:18:57 AM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
enyands wrote:
enyands wrote:
ForSport2 wrote:
@Aguytrying & VVS
I stand advised.
KPLC is my siren stock. You see reason, you understand the arguments but you decide to emotionally invest :). How can a monopoly offering an essential service goof? I'm in love with electricity. For life.


the day you hear the monopoly is broken then that's the time to quit and run. But for now stay put




Remember when I said hold for now .they are entering another market taking advantage of the available infrastructure .
Kenya Power joining Internet business
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littledove
#127 Posted : Wednesday, December 23, 2015 8:37:20 AM
Rank: Veteran

Joined: 7/1/2014
Posts: 927
Location: sky
enyands wrote:
enyands wrote:
enyands wrote:
ForSport2 wrote:
@Aguytrying & VVS
I stand advised.
KPLC is my siren stock. You see reason, you understand the arguments but you decide to emotionally invest :). How can a monopoly offering an essential service goof? I'm in love with electricity. For life.


the day you hear the monopoly is broken then that's the time to quit and run. But for now stay put




Remember when I said hold for now .they are entering another market taking advantage of the available infrastructure .
Kenya Power joining Internet business


They also have massive debts,they will be paying almost 10 billion as loan interest going foward,dont be surprised if they also announce profit warning and also start making losses.

http://www.businessdailyafrica.com/Kenya-Power-loans-surge-to-Sh111-6bn/-/539552/3006812/-/njw2x5/-/index.html
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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Kausha
#128 Posted : Wednesday, December 23, 2015 9:04:01 AM
Rank: Member

Joined: 2/8/2007
Posts: 808
That KShs 111B loan is serious cause for worry. Besides banks I would only trust Safcom with such debt. Don't think other companies are as efficient, insulated from shocks and have the cash flow generation might of safcom to cope with such debt. Something will have have to give on Kengen and KPLC. Already it is happening on Kengen with conversion of debt to equity.
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Kausha
#129 Posted : Wednesday, December 23, 2015 9:09:19 AM
Rank: Member

Joined: 2/8/2007
Posts: 808
Monopoly is an illusion. Technological innovation has began to come through in energy. Look at Elongated Musk's solar kits and you can see KPlC May end up with shot loads of debt to support obsolete distribution systems. Imagine a future where you will have your own independent renewable power source for your house.
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sparkly
#130 Posted : Wednesday, December 23, 2015 9:51:48 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Kausha wrote:
Monopoly is an illusion. Technological innovation has began to come through in energy. Look at Elongated Musk's solar kits and you can see KPlC May end up with shot loads of debt to support obsolete distribution systems. Imagine a future where you will have your own independent renewable power source for your house.


@Kausha you are ahead of yourself here. Electricity penetration is way too low in Kenya. Aside from the urban centers, rural Kenya is virtually unconnected.

You it's also not easy to substitute industrial power use with solar power packs.
Life is short. Live passionately.
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