wazua Fri, Feb 7, 2025
Welcome Guest Search | Active Topics | Log In | Register

6 Pages<12345>»
KPLC - Great results 2010
Options
Previous Topic · Next Topic
guru267
#41 Posted : Sunday, July 11, 2010 7:09:57 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:

As a shareholder I will REFUSE anything less than 300/- as the conversion price! The 'delay' will help us coz KPLC will show better profits making it harder for GoK to screw us with a Conversion Price of 200/-...

GoK has to propose a conversion price, then KPLC has to come to the shareholders (Yes, the minority shareholders too)...


@VVS all of us shareholders would definitely want a conversion price of 300 or more but i thought this conversion was based on a weighted average of the price since the announcement... which i have determined to be between 169-170 bob
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#42 Posted : Sunday, July 11, 2010 8:03:24 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,137
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:

As a shareholder I will REFUSE anything less than 300/- as the conversion price! The 'delay' will help us coz KPLC will show better profits making it harder for GoK to screw us with a Conversion Price of 200/-...

GoK has to propose a conversion price, then KPLC has to come to the shareholders (Yes, the minority shareholders too)...


@VVS all of us shareholders would definitely want a conversion price of 300 or more but i thought this conversion was based on a weighted average of the price since the announcement... which i have determined to be between 169-170 bob
Who said it should be based on the WAP?
Why should we accept that?
The reason the price is 'depressed' is because of uncertainty caused by GoK.
I hope you are a shareholder who is vocal. We need to fight this tooth & nail if at less than 300/-
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#43 Posted : Monday, July 12, 2010 10:02:12 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,137
Location: Nairobi
http://noir.bloomberg.co...16&sid=anFI3xlzzr00

IFC is against the re-nationalization of KPLC
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#44 Posted : Monday, July 12, 2010 1:31:08 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,137
Location: Nairobi
Not another drought!!!!

http://www.businessdaily...1/-/ewbc85/-/index.html

Not good for KenGen or KPLC or Agriculture or Kenya... or my investments!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
qw25041985
#45 Posted : Monday, July 12, 2010 1:43:56 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
another drought ?????to bad. u forgot Unga and still @the deal and other bought some. @the deal watch out .dnt get burnd.Agriculturals have never been good for long term....Thanx goodness i sold my sasini quickly....
Your future depends on your dreams so go to sleep !
Back to top
 Report Abusive | Report SPAM
sheep
#46 Posted : Monday, July 12, 2010 3:39:54 PM
Rank: Veteran


Joined: 7/24/2008
Posts: 781
KPLC is at is uppermost trading ranges....unless they find a way of continually increasing electricity prices year after year...which means ALL industrial companies will have to close down or start producing their own power...and where will GOK be when that happens?...this stock is cornered..

NB:This are the opinions of an imaginative mind and should not be taken seriously

The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#47 Posted : Monday, July 12, 2010 3:51:09 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,137
Location: Nairobi
sheep wrote:
KPLC is at is uppermost trading ranges....unless they find a way of continually increasing electricity prices year after year...which means ALL industrial companies will have to close down or start producing their own power...and where will GOK be when that happens?...this stock is cornered..

NB:This are the opinions of an imaginative mind and should not be taken seriously
I recommend a strong drink for you!

1) They can't raise prices till 2012 when it comes up for review... And it is an election year!

2) The key is INCREASE in supply from KenGen, IPPs, etc... Unfortunately, the cheapest source is KenGen's hydro but rain dependent!

3) Efficiencies. Better technical capacity means lower losses. Monitoring should have improved after fibre-optics were installed.

4) Theft/Vandalism. KPLC is installing (more expensive) 'dry' transformers to keep away crooks!

5) IMHO, I think 25/- EPS (after dilution of Preference Shares) means it is at a decent PER.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
guru267
#48 Posted : Monday, July 12, 2010 9:54:26 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:

5) IMHO, I think 25/- EPS (after dilution of Preference Shares) means it is at a decent PER.

@VVS i came up with a similar number for EPS but mine was a forward one and converted at 170
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#49 Posted : Tuesday, July 13, 2010 1:37:40 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,137
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:

5) IMHO, I think 25/- EPS (after dilution of Preference Shares) means it is at a decent PER.

@VVS i came up with a similar number for EPS but mine was a forward one and converted at 170


25/- for 2009-10 but I expect even better in 2010-11 though I will not venture an EPS until I read the 2010-11 Annual Report.

Remember that AFTER the conversion, the 'preference dividend' is no more thus that is added back to the PAT for shareholders (less regular dividends for additional shares)...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
youcan'tstopusnow
#50 Posted : Thursday, July 15, 2010 11:40:20 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Kenya and Ethiopia to proceed with power project despite protests. www.dyerandblair.com/ind...5&cntnt01returnid=82
GOD BLESS YOUR LIFE
Back to top
WWW
 Report Abusive | Report SPAM
youcan'tstopusnow
#51 Posted : Sunday, July 18, 2010 11:26:14 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Electricity prices to go down again. www.businessdailyafrica....6/-/ubvx83z/-/index.html
GOD BLESS YOUR LIFE
Back to top
WWW
 Report Abusive | Report SPAM
youcan'tstopusnow
#52 Posted : Sunday, July 18, 2010 11:38:26 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
This had me laughing, I don't know why. NCC generating electricity? www.businessdailyafrica....4/-/mn4651z/-/index.html
GOD BLESS YOUR LIFE
Back to top
WWW
 Report Abusive | Report SPAM
VituVingiSana
#53 Posted : Monday, July 19, 2010 8:06:40 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,137
Location: Nairobi
youcan'tstopusnow wrote:
This had me laughing, I don't know why. NCC generating electricity? www.businessdailyafrica....4/-/mn4651z/-/index.html
Well, certainly... NCC produces plenty of gas...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
2012
#54 Posted : Monday, July 19, 2010 10:45:21 AM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
VituVingiSana wrote:
Well, certainly... NCC produces plenty of gas...


...ya, through some body partssmile

BBI will solve it :)
Back to top
 Report Abusive | Report SPAM
youcan'tstopusnow
#55 Posted : Monday, July 19, 2010 10:48:55 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
2012 wrote:
VituVingiSana wrote:
Well, certainly... NCC produces plenty of gas...


...ya, through some body partssmile

Laughing out loudly
GOD BLESS YOUR LIFE
Back to top
WWW
 Report Abusive | Report SPAM
StatMeister
#56 Posted : Monday, July 19, 2010 11:10:43 AM
Rank: Veteran


Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
ncc gas? if we consider the stinking overflowing sewers . . .

btw @vvs, am cutting back on kplc to boost my liquidity and hedge referendoom, i could always buy the right from the secondary market at double price. could reenter though in late august
A bad day fishing is better than a good day at work
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#57 Posted : Monday, July 19, 2010 11:56:13 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,137
Location: Nairobi
NCC produces tons of gas... From mayor, councillors, ghost workers, overflowing sewage, uncollected garbage...!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
guru267
#58 Posted : Monday, July 19, 2010 11:58:25 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
StatMeister wrote:
could reenter though in late august

Why late august?? After the "YES" adverts smearing Ruto's lies all over tv i'm now extra confident of a YES win.... And with all the peace campaigns that were not there in 2007 i'm sure the NO camp will accept defeat.... So there is no need to liquidate and even if you do not until the end of august...
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
StatMeister
#59 Posted : Monday, July 19, 2010 3:21:32 PM
Rank: Veteran


Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
guru267 wrote:
StatMeister wrote:
could reenter though in late august

Why late august?? After the "YES" adverts smearing Ruto's lies all over tv i'm now extra confident of a YES win.... And with all the peace campaigns that were not there in 2007 i'm sure the NO camp will accept defeat.... So there is no need to liquidate and even if you do not until the end of august...


All the reason you should gear to buy into various counters just before or just after

We are just about to be presented great buy oportunities (look at over-reaction on EAC -10%)

As for KPLC, KCB-R experience shows the price most likely go lower (you have cited 170 or thereabouts yourself)
A bad day fishing is better than a good day at work
Back to top
 Report Abusive | Report SPAM
2012
#60 Posted : Monday, July 19, 2010 3:49:29 PM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
KPLC is a gem at the current price. Referendum or not, people will continue to use electricity and with only about 12% of the population with electricity, KPLC has alot of potential. I can't imagine what this counter will be trading at in 10 years. Let's talk then.

BBI will solve it :)
Back to top
 Report Abusive | Report SPAM
Users browsing this topic
Guest (8)
6 Pages<12345>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2025 Wazua.co.ke. All Rights Reserved.