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Centum half year results 2017/2018
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muandiwambeu
#101 Posted : Wednesday, June 06, 2018 9:37:44 AM
Rank: Veteran


Joined: 8/28/2015
Posts: 1,247
Ericsson wrote:
https://www.businessdailyafrica.com/news/counties/Kenya-plans-to-cut-Lamu-coal-power-plant-capacity-by-half/4003142-4597594-4pra6j/index.html

Lamu coal power plant being killed slowly

Noted...
,Behold, a sower went forth to sow;....
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mlennyma
#102 Posted : Tuesday, July 17, 2018 11:46:17 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
32
"Don't let the fear of losing be greater than the excitement of winning."
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Superprime1
#103 Posted : Tuesday, July 17, 2018 12:14:58 PM
Rank: Member


Joined: 5/2/2018
Posts: 267
mlennyma wrote:
32

Mr. Market has indeed caught a cold!
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Pesa Nane
#104 Posted : Tuesday, July 17, 2018 12:19:43 PM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Once upon a time Centum had a plan for sole distributorship of some brand alcohol, was it realised or it died out?
Pesa Nane plans to be shilingi when he grows up.
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mulla
#105 Posted : Tuesday, July 17, 2018 2:48:45 PM
Rank: Member


Joined: 6/15/2013
Posts: 301
Pesa Nane wrote:
Once upon a time Centum had a plan for sole distributorship of some brand alcohol, was it realised or it died out?

They are the sole distributors of Carlsberg.....
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Angelica _ann
#106 Posted : Tuesday, July 17, 2018 5:16:51 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,908
@32 bob smile

I once overheard that Turborg, the ones in bottles with 'opener' at the top, is distributed by CK. So don't know whether it is solely him or through Centum.
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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BKB
#107 Posted : Wednesday, July 18, 2018 7:05:02 PM
Rank: New-farer


Joined: 1/14/2015
Posts: 16
Location: Ngamia 1
mlennyma wrote:
32

What's with the recent slump on ICDC...any material news?
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mv_ufanisi
#108 Posted : Wednesday, July 18, 2018 10:53:57 PM
Rank: Member


Joined: 1/15/2010
Posts: 625
BKB wrote:
mlennyma wrote:
32

What's with the recent slump on ICDC...any material news?


Management outcomes are so out of whack with shareholder outcomes in this company, it's basically theft by management at the end. While shareholders are getting royally screwed, management continues to make huge bonuses.

Very unethical and criminal in my book to have this kind of a scenario.
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tandich
#109 Posted : Thursday, July 19, 2018 8:37:20 PM
Rank: Member


Joined: 5/6/2008
Posts: 199
Angelica _ann wrote:
@32 bob smile

I once overheard that Turborg, the ones in bottles with 'opener' at the top, is distributed by CK. So don't know whether it is solely him or through Centum.


It is distributed by King Beverages,which Centum owns 100%. King holds the Calsberg franchise for Kenya
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tandich
#110 Posted : Thursday, July 19, 2018 8:43:14 PM
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Joined: 5/6/2008
Posts: 199
General Electric reconsiders investment in Lamu coal plant
Misleading headline by The Star. Apparently some unnamed investors asked GE to reconsiders it's decision to invest in Amy.

Quote:
GE's investment would primarily be in the form of new steam turbines and boilers for the refurbished coal plant from China. China decommissioned over 100 coal power stations last year.

Also claims the plant will be a refurbished one. I wonder what the implications of that are
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VituVingiSana
#111 Posted : Friday, July 20, 2018 10:46:50 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,107
Location: Nairobi
tandich wrote:
General Electric reconsiders investment in Lamu coal plant
Misleading headline by The Star. Apparently some unnamed investors asked GE to reconsiders it's decision to invest in Amy.

Quote:
GE's investment would primarily be in the form of new steam turbines and boilers for the refurbished coal plant from China. China decommissioned over 100 coal power stations last year.

Also claims the plant will be a refurbished one. I wonder what the implications of that are

Just as we buy RECONDITIONED/REFURBISHED cars, there are many plants/factories/equipment that are available on the second-hand market.

A few years ago, I was given a tour of a shuttered power plant, designed to burn garbage (waste to energy), that was hardly used before it was shut down for political reasons.

It was an amazing sight with huge furnaces and turbines. I was told the turbines were the priciest components.

Anyway, the plant was being disassembled to be "exported" to another country.

I am OK with a "cheap" quality refurbished coal plant as long as the specs are met or exceeded. Some of the electronics, filters, etc would need replacement or upgrades.

If Centum can get a newish/upgraded coal plant at 50% then it could be a very profitable project.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#112 Posted : Friday, July 20, 2018 10:52:31 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,107
Location: Nairobi
@tandich

As an analogy.

A few years ago, when fuel prices were high, Delta purchased many old Boeing planes that were not as fuel efficient as the latest 737s, 787s, etc. They refurbished these planes and put them to use.

The savings from financing these old refurbished (vs new) planes was much lower than the cost of the extra fuel used and increased maintenance costs. When the travel market was soft, they could park the planes without incurring as much financing costs as parking a new plane.

Do you recall when KQ leased out their excess 787s (& 777?) at lower rates than what KQ was paying?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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