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Kenya Power - what's the latest?
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Ericsson
#661 Posted : Sunday, March 02, 2025 3:14:05 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,773
Location: NAIROBI
watesh wrote:
ngapat wrote:
Nairobi city county just dumped garbage at the entrance of their stima plaza head quarters. Will this have any material effect to the share price considering the 5B NCC is charging Kplc as wayleave fees.


The only effect I see is higher trade receivables from NCC and more provision for bills that may never get paid. The wayleave fees won't be recognized in their books of account unless a courtroom judgment forces them to do so. In short, I see it as a nothingburger. (Kenya Power have the backing of State House Laughing out loudly )


Sakaja realised he doesn't have backing of state house
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VituVingiSana
#662 Posted : Monday, March 03, 2025 7:16:09 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,190
Location: Nairobi
watesh wrote:
ngapat wrote:
Nairobi city county just dumped garbage at the entrance of their stima plaza head quarters. Will this have any material effect to the share price considering the 5B NCC is charging Kplc as wayleave fees.


The only effect I see is higher trade receivables from NCC and more provision for bills that may never get paid. The wayleave fees won't be recognized in their books of account unless a courtroom judgment forces them to do so. In short, I see it as a nothingburger. (Kenya Power have the backing of State House Laughing out loudly )

*Needs verification. Apparently there is a judgement in favor of CCN but is being appealed. I do not have more details than that.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#663 Posted : Thursday, March 27, 2025 3:17:32 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,773
Location: NAIROBI
VituVingiSana wrote:
watesh wrote:
ngapat wrote:
Nairobi city county just dumped garbage at the entrance of their stima plaza head quarters. Will this have any material effect to the share price considering the 5B NCC is charging Kplc as wayleave fees.


The only effect I see is higher trade receivables from NCC and more provision for bills that may never get paid. The wayleave fees won't be recognized in their books of account unless a courtroom judgment forces them to do so. In short, I see it as a nothingburger. (Kenya Power have the backing of State House Laughing out loudly )

*Needs verification. Apparently there is a judgement in favor of CCN but is being appealed. I do not have more details than that.



Share price should come down to levels of ksh,5-6
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Ericsson
#664 Posted : Thursday, April 03, 2025 1:01:23 PM
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Joined: 12/4/2009
Posts: 10,773
Location: NAIROBI
Electricity demand going up while supply is facing challenges
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littledove
#665 Posted : Wednesday, April 09, 2025 3:16:20 PM
Rank: Veteran


Joined: 7/1/2014
Posts: 917
Location: sky
kenya power plans to connect 150000 households under phase 4 last mile programme. if i recall well last mile connections caused a big mess on the books of kenya power. Are we going to see another round of mess just when kenya power have recovered?
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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DtheK
#666 Posted : Monday, April 14, 2025 7:08:18 PM
Rank: Member


Joined: 2/15/2010
Posts: 145
Location: Kenya
I believe it's phase 6.
Kenya Power is either being compensated (if a grant) or getting a cheap loan(if concessional lending) to connect customers who it would have otherwise have found un-economical to connect.
This particular program has no mention of the Kenyan Govt. which does not believe in paying it's dues on time.
Given above I think it's a positive.
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littledove
#667 Posted : Tuesday, April 15, 2025 10:11:08 AM
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Location: sky
DtheK wrote:
I believe it's phase 6.
Kenya Power is either being compensated (if a grant) or getting a cheap loan(if concessional lending) to connect customers who it would have otherwise have found un-economical to connect.
This particular program has no mention of the Kenyan Govt. which does not believe in paying it's dues on time.
Given above I think it's a positive.


The problem is abuse by politicians, the other day you saw president in mount kenya tour dishing numbers of those to be connected, as we near 2027 elections this will be norm irrespective of whether kenya power has money or not
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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Ericsson
#668 Posted : Tuesday, April 15, 2025 11:06:26 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,773
Location: NAIROBI
littledove wrote:
DtheK wrote:
I believe it's phase 6.
Kenya Power is either being compensated (if a grant) or getting a cheap loan(if concessional lending) to connect customers who it would have otherwise have found un-economical to connect.
This particular program has no mention of the Kenyan Govt. which does not believe in paying it's dues on time.
Given above I think it's a positive.


The problem is abuse by politicians, the other day you saw president in mount kenya tour dishing numbers of those to be connected, as we near 2027 elections this will be norm irrespective of whether kenya power has money or not


You believe the promises of the president 🤣🤣
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mlennyma
#669 Posted : Thursday, June 26, 2025 10:16:25 AM
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Joined: 7/21/2010
Posts: 6,191
Location: nairobi
What is happening here?
"Don't let the fear of losing be greater than the excitement of winning."
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jawgey
#670 Posted : Thursday, June 26, 2025 2:02:56 PM
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Joined: 1/13/2014
Posts: 393
Location: Denmark
mlennyma wrote:
What is happening here?


Zero supply and high demand smile Curious to know too.
Seeing is believing
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watesh
#671 Posted : Thursday, June 26, 2025 2:09:03 PM
Rank: Veteran


Joined: 8/10/2014
Posts: 989
Location: Kenya
mlennyma wrote:
What is happening here?

FOMO
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MaichBlack
#672 Posted : Thursday, June 26, 2025 2:16:00 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,548
mlennyma wrote:
What is happening here?

Kaching ching!!!

Money money!!!
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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MaichBlack
#673 Posted : Thursday, June 26, 2025 2:26:06 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,548
Ndindi Nyoro must be cring in the toilet!!

Dude sold 11.78 million shares in January at 1.40/=. Today it is at 10.60/=. 9.20/= per share gain. Ka paper 108 million kameenda tu hivyo!! In 6 months!!
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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mlennyma
#674 Posted : Thursday, June 26, 2025 3:39:13 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,191
Location: nairobi
MaichBlack wrote:
Ndindi Nyoro must be cring in the toilet!!

Dude sold 11.78 million shares in January at 1.40/=. Today it is at 10.60/=. 9.20/= per share gain. Ka paper 108 million kameenda tu hivyo!!


Never give up easily
"Don't let the fear of losing be greater than the excitement of winning."
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MaichBlack
#675 Posted : Thursday, June 26, 2025 4:32:10 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,548
mlennyma wrote:
MaichBlack wrote:
Ndindi Nyoro must be cring in the toilet!!

Dude sold 11.78 million shares in January at 1.40/=. Today it is at 10.60/=. 9.20/= per share gain. Ka paper 108 million kameenda tu hivyo!!


Never give up easily

Na kuna raia that followed him and also sold because at the time he was Ruto's right hand man and people said he might know sh!t we don't!!!

Turns out he didn't know sh!t!!!

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly
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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Ericsson
#676 Posted : Friday, June 27, 2025 12:50:19 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,773
Location: NAIROBI
jawgey wrote:
mlennyma wrote:
What is happening here?


Zero supply and high demand smile Curious to know too.


Wizpro enterprises
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wukan
#677 Posted : Friday, June 27, 2025 8:44:39 AM
Rank: Veteran


Joined: 11/13/2015
Posts: 1,612
mlennyma wrote:
What is happening here?


Every time I glance at the share price, I feel the urge to go shoppingDrool Drool

Energy stocks were grossly undervalued, given the ever-growing demand for energy. Kenya power was added to the MSCI small cap index. It has more visibility now that the DXY is trending down. Locals are in FOMO mode because they were too focused on bank stocks.

Keep an eye on dxy, pigs get slaughtered
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