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KENGEN 2021-2025
Ericsson
#61 Posted : Wednesday, March 09, 2022 10:01:55 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,671
Location: NAIROBI
Kengen is too much on the social media reporting on issues not related to their core business
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
kawi254
#62 Posted : Wednesday, March 09, 2022 1:08:17 PM
Rank: Member


Joined: 2/20/2015
Posts: 467
Location: Nairobi
Ericsson wrote:
Kengen is too much on the social media reporting on issues not related to their core business


KenGen is a very good employer - just like KQ
KenGen supports GoK Agenda whether it is big 4 or 5000 mw or whatever GoK will think of tomorrow e.g build a non-profit waste-to-energy plant

if you are a capitalist KenGen is not the share to have ulcers for. Run and never look back.
VituVingiSana
#63 Posted : Wednesday, March 09, 2022 2:23:48 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
kawi254 wrote:
Ericsson wrote:
Kengen is too much on the social media reporting on issues not related to their core business


KenGen is a very good employer - just like KQ
KenGen supports GoK Agenda whether it is big 4 or 5000 mw or whatever GoK will think of tomorrow e.g build a non-profit waste-to-energy plant

if you are a capitalist KenGen is not the share to have ulcers for. Run and never look back.
TRUTH! The saving grace for new investors is the low price of entry!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
My 2 cents
#64 Posted : Wednesday, March 09, 2022 3:25:04 PM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,066
VituVingiSana wrote:
kawi254 wrote:
Ericsson wrote:
Kengen is too much on the social media reporting on issues not related to their core business


KenGen is a very good employer - just like KQ
KenGen supports GoK Agenda whether it is big 4 or 5000 mw or whatever GoK will think of tomorrow e.g build a non-profit waste-to-energy plant

if you are a capitalist KenGen is not the share to have ulcers for. Run and never look back.
TRUTH! The saving grace for new investors is the low price of entry!


Top stakeholders
- well connected suppliers
- management
- employees
- well connected individuals, for employing their kids (especially now that the employment moratorium for parastatals was lifted 2 weeks ago)
....................................
shareholders who?????

Current Market Cap (24B) is lower than at IPO in 2006(26B). And bear in mind that another 28B was injected during the 2016 rights issue.
Ericsson
#65 Posted : Wednesday, March 09, 2022 5:08:43 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,671
Location: NAIROBI
VituVingiSana wrote:
kawi254 wrote:
Ericsson wrote:
Kengen is too much on the social media reporting on issues not related to their core business


KenGen is a very good employer - just like KQ
KenGen supports GoK Agenda whether it is big 4 or 5000 mw or whatever GoK will think of tomorrow e.g build a non-profit waste-to-energy plant

if you are a capitalist KenGen is not the share to have ulcers for. Run and never look back.
TRUTH! The saving grace for new investors is the low price of entry!

And a dividend yield of 8%.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
kawi254
#66 Posted : Sunday, March 27, 2022 2:05:44 PM
Rank: Member


Joined: 2/20/2015
Posts: 467
Location: Nairobi
Olkaria 1 (unit 4 & 5) have been offline for past 2 (or 3) months and geothermal power production is at lowest (= 310 GWh) for past 7+ years ...this is too long period to claim maintenance of plants.

Olkaria I unit 6 (83 MW) was due in 2021 and commissioning was moved to Q1 2022 and Q1 is over with no commissioning news.

Will KenGen have a profit warning this year?

source KNBS Leading economic indicators for January 2022 & EPRA Energy charges gazette notices.
Ericsson
#67 Posted : Monday, March 28, 2022 12:14:37 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,671
Location: NAIROBI
kawi254 wrote:
Olkaria 1 (unit 4 & 5) have been offline for past 2 (or 3) months and geothermal power production is at lowest (= 310 GWh) for past 7+ years ...this is too long period to claim maintenance of plants.

Olkaria I unit 6 (83 MW) was due in 2021 and commissioning was moved to Q1 2022 and Q1 is over with no commissioning news.

Will KenGen have a profit warning this year?

source KNBS Leading economic indicators for January 2022 & EPRA Energy charges gazette notices.


And with the current drought situation in the country which has reduced hydro electric production.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#68 Posted : Tuesday, March 29, 2022 8:01:36 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,671
Location: NAIROBI
kawi254 wrote:
Olkaria 1 (unit 4 & 5) have been offline for past 2 (or 3) months and geothermal power production is at lowest (= 310 GWh) for past 7+ years ...this is too long period to claim maintenance of plants.

Olkaria I unit 6 (83 MW) was due in 2021 and commissioning was moved to Q1 2022 and Q1 is over with no commissioning news.

Will KenGen have a profit warning this year?

source KNBS Leading economic indicators for January 2022 & EPRA Energy charges gazette notices.


That explains the current consistent drop in share price.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#69 Posted : Wednesday, March 30, 2022 4:16:50 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,671
Location: NAIROBI
Kengen completes construction of Olkaria I Unit 6 (83MW).

https://pbs.twimg.com/me...ormat=jpg&name=large
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
kawi254
#70 Posted : Wednesday, March 30, 2022 4:55:47 PM
Rank: Member


Joined: 2/20/2015
Posts: 467
Location: Nairobi
[quote=Ericsson]Kengen completes construction of Olkaria I Unit 6 (83MW).

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]


**completed construction**
It will take more time to do testing & synchronization to the grid.

Methinks this is a PR response to below tweet.

https://twitter.com/ephr...tus/1508803788303384581
Ericsson
#71 Posted : Wednesday, March 30, 2022 5:05:49 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,671
Location: NAIROBI
kawi254 wrote:
[quote=Ericsson]Kengen completes construction of Olkaria I Unit 6 (83MW).

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]


**completed construction**
It will take more time to do testing & synchronization to the grid.

Methinks this is a PR response to below tweet.

https://twitter.com/ephr...tus/1508803788303384581


Chapia
@david_osore
8h
Replying to
@ephraimnjegafan
Talk to someone from dandora control unit...they receive what is referred to as a merit order where it shows which power is required to be switched on from..number one mostly the new kid on the block..now that kid on the block power always needs a chaser (thermal).....
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#72 Posted : Wednesday, March 30, 2022 9:45:32 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,671
Location: NAIROBI
https://twitter.com/ephr...tus/1509230185383608322

Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
VituVingiSana
#73 Posted : Thursday, March 31, 2022 8:46:48 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
kawi254 wrote:
[quote=Ericsson]Kengen completes construction of Olkaria I Unit 6 (83MW).

https://pbs.twimg.com/me...rmat=jpg&name=large[/quote]


**completed construction**
It will take more time to do testing & synchronization to the grid.

Methinks this is a PR response to below tweet.

https://twitter.com/ephr...tus/1508803788303384581

That is a good thread. There are questions/issues he framed that have not been answered.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#74 Posted : Friday, April 15, 2022 8:23:02 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,671
Location: NAIROBI
https://www.thinkgeoener...-power-plant-kenya/amp/

Repairs carried out by SRE, CTMI, and local partner STS have been successful in bringing the capacity of Olkaria II geothermal power plant back to the original 35 MWe.
Repairs have been completed for the 35-MW turbine of the Olkaria II geothermal power station of KenGen in Kenya. The repair work was carried out by a team consisting of Symba Renewable Energy (SRE), Chola Turbo Machinery International (CTMI), and local partner Soni Technical Services (STS).

The turbine was initially underperforming at 26 MW. An inspection revealed that issues with the first stage of the rotor caused the underperformance. After the successful repairs, the unit is now running at 35.4 MW. KenGen Acting Geothermal Director Peketsa Mangi and O&M Manager Samson Kimani said that the repair team “did an excellent job.”
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
littledove
#75 Posted : Tuesday, September 27, 2022 4:32:38 PM
Rank: Veteran


Joined: 7/1/2014
Posts: 903
Location: sky
what next for kengen?
Kengen MD, Rebecca Miano, named CS in charge of East African Community, Arid & Semi-arid areas.
of late share have experienced sustained foreign sales for several months
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
Ericsson
#76 Posted : Tuesday, September 27, 2022 10:19:58 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,671
Location: NAIROBI
littledove wrote:
what next for kengen?
Kengen MD, Rebecca Miano, named CS in charge of East African Community, Arid & Semi-arid areas.
of late share have experienced sustained foreign sales for several months


The replacement to be selected by the CS and in extension the president will give directions.
There are good replacements from the list of managers/directors that reported to the ND
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
My 2 cents
#77 Posted : Wednesday, September 28, 2022 3:13:00 PM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,066
Ericsson wrote:
littledove wrote:
what next for kengen?
Kengen MD, Rebecca Miano, named CS in charge of East African Community, Arid & Semi-arid areas.
of late share have experienced sustained foreign sales for several months


The replacement to be selected by the CS and in extension the president will give directions.
There are good replacements from the list of managers/directors that reported to the ND


Watch very closely who replaces Miano. The market knows something that we dont yet know.
Ericsson
#78 Posted : Thursday, September 29, 2022 5:55:55 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,671
Location: NAIROBI
My 2 cents wrote:
Ericsson wrote:
littledove wrote:
what next for kengen?
Kengen MD, Rebecca Miano, named CS in charge of East African Community, Arid & Semi-arid areas.
of late share have experienced sustained foreign sales for several months


The replacement to be selected by the CS and in extension the president will give directions.
There are good replacements from the list of managers/directors that reported to the ND


Watch very closely who replaces Miano. The market knows something that we dont yet know.


Full year results will be out in three weeks time.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
VituVingiSana
#79 Posted : Friday, September 30, 2022 10:15:42 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
My 2 cents wrote:
Ericsson wrote:
littledove wrote:
what next for kengen?
Kengen MD, Rebecca Miano, named CS in charge of East African Community, Arid & Semi-arid areas.
of late share have experienced sustained foreign sales for several months


The replacement to be selected by the CS and in extension the president will give directions.
There are good replacements from the list of managers/directors that reported to the ND


Watch very closely who replaces Miano. The market knows something that we dont yet know.

The "K" in KPLC almost killed the firm.
Will KenGen face the same fate in years to come?

Miano seems to have run a clean show but will the next hyena?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
xtina
#80 Posted : Wednesday, October 12, 2022 10:19:53 AM
Rank: Member


Joined: 6/26/2008
Posts: 384
VituVingiSana wrote:
My 2 cents wrote:
Ericsson wrote:
littledove wrote:
what next for kengen?
Kengen MD, Rebecca Miano, named CS in charge of East African Community, Arid & Semi-arid areas.
of late share have experienced sustained foreign sales for several months


The replacement to be selected by the CS and in extension the president will give directions.
There are good replacements from the list of managers/directors that reported to the ND


Watch very closely who replaces Miano. The market knows something that we dont yet know.

The "K" in KPLC almost killed the firm.
Will KenGen face the same fate in years to come?

Miano seems to have run a clean show but will the next hyena?


More parastatals to be listed in the NSE. Is there a chance they will turn out as Safaricom or are more likely to be Mumias, KQ, KPLC types? Parastatals that should be listed:

1. KPA
2. KPC
3. Communications Authority
4. KENHA
5. KEPRA
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