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KPLC & KENGEN SHARP RISE I
Rank: Member Joined: 2/20/2015 Posts: 468 Location: Nairobi
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wukan wrote:The system losses are still high.
I can see a rights issue coming  illegal connections & unmetered energy should be easy to deal with. In the villages Rural electrification quite a number of people got the electricity line connected without meters and use for 2 years+ free of charge! KPLC need to get out of their offices and audit their power lines.
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Rank: Elder Joined: 6/23/2009 Posts: 13,974 Location: nairobi
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kawi254 wrote:wukan wrote:The system losses are still high.
I can see a rights issue coming illegal connections & unmetered energy should be easy to deal with. In the villages Rural electrification quite a number of people got the electricity line connected without meters and use for 2 years+ free of charge! KPLC need to get out of their offices and audit their power lines. Easier said than done
KQ ABP 4.48; MTN ABP 5.20
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Rank: Veteran Joined: 12/11/2006 Posts: 914
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obiero wrote:kawi254 wrote:wukan wrote:The system losses are still high.
I can see a rights issue coming illegal connections & unmetered energy should be easy to deal with. In the villages Rural electrification quite a number of people got the electricity line connected without meters and use for 2 years+ free of charge! KPLC need to get out of their offices and audit their power lines. Easier said than done Very political company. Every politician must promise electricity and water to win votes thus so much political interference “Invest in yourself. Your career is the engine of your wealth.”
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Rank: Member Joined: 8/1/2019 Posts: 104
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kawi254 wrote:wukan wrote:The system losses are still high.
I can see a rights issue coming illegal connections & unmetered energy should be easy to deal with. In the villages Rural electrification quite a number of people got the electricity line connected without meters and use for 2 years+ free of charge! KPLC need to get out of their offices and audit their power lines. KPLC is not serious on addressing the issue of illegal connections. In many ghettos illegal connections is a thriving business with the culprits well known. Residents pay like 300 for unlimited elec supply.
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Rank: Member Joined: 4/15/2008 Posts: 221
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KENGEN Action: BUY Target Price: KES 21.50 Time Horizon: 12-18 Months Entry Range: KES 9.00 – KES 9.30. Position Sizing: Moderate to Large position sizing is appropriate due to the company's strategic importance, state backing, and consistent dividend yield, which provide a high margin of safety against operational failure. Risk Management (Stop-Loss/Re-evaluation): A technical stop-loss should be positioned below the major support level at KES 7.50. A sustained price break below KES 7.50 would indicate that the fundamental stabilization thesis has failed, requiring a prompt re-evaluation of the position. Do it today! Tomorrow is promise to no-one.
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Rank: Veteran Joined: 12/11/2006 Posts: 914
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mufasa wrote:KENGEN
Action: BUY
Target Price: KES 21.50
Time Horizon: 12-18 Months
Entry Range: KES 9.00 – KES 9.30.
Position Sizing: Moderate to Large position sizing is appropriate due to the company's strategic importance, state backing, and consistent dividend yield, which provide a high margin of safety against operational failure.
Risk Management (Stop-Loss/Re-evaluation): A technical stop-loss should be positioned below the major support level at KES 7.50. A sustained price break below KES 7.50 would indicate that the fundamental stabilization thesis has failed, requiring a prompt re-evaluation of the position. Kengen accidentally published their Fy25 financial report.The NSE described the release as unauthorized, and KenGen disowned the draft as unverified, stating that its audited results were still under review and scheduled for official release on October 30, 2025. Key Leaked Financial Results (Unaudited Draft for FY2025)
The circulating draft reportedly highlighted strong performance, though KenGen emphasized these figures are not official and subject to audit. Based on reports of the leak: MetricFY2025 (Leaked) PAT 10.48 billion+54% FY2024 (Official)Profit After Tax KSh 6.81 billion Change(KSh 3.67 billion increase) “Invest in yourself. Your career is the engine of your wealth.”
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Rank: Elder Joined: 12/4/2009 Posts: 10,798 Location: NAIROBI
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ngapat wrote:mufasa wrote:KENGEN
Action: BUY
Target Price: KES 21.50
Time Horizon: 12-18 Months
Entry Range: KES 9.00 – KES 9.30.
Position Sizing: Moderate to Large position sizing is appropriate due to the company's strategic importance, state backing, and consistent dividend yield, which provide a high margin of safety against operational failure.
Risk Management (Stop-Loss/Re-evaluation): A technical stop-loss should be positioned below the major support level at KES 7.50. A sustained price break below KES 7.50 would indicate that the fundamental stabilization thesis has failed, requiring a prompt re-evaluation of the position. Kengen accidentally published their Fy25 financial report.The NSE described the release as unauthorized, and KenGen disowned the draft as unverified, stating that its audited results were still under review and scheduled for official release on October 30, 2025. Key Leaked Financial Results (Unaudited Draft for FY2025)
The circulating draft reportedly highlighted strong performance, though KenGen emphasized these figures are not official and subject to audit. Based on reports of the leak: MetricFY2025 (Leaked) PAT 10.48 billion+54% FY2024 (Official)Profit After Tax KSh 6.81 billion Change(KSh 3.67 billion increase) First and final dividend 90 cents per share Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 5/31/2011 Posts: 258
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Ericsson wrote:ngapat wrote:mufasa wrote:KENGEN
Action: BUY
Target Price: KES 21.50
Time Horizon: 12-18 Months
Entry Range: KES 9.00 – KES 9.30.
Position Sizing: Moderate to Large position sizing is appropriate due to the company's strategic importance, state backing, and consistent dividend yield, which provide a high margin of safety against operational failure.
Risk Management (Stop-Loss/Re-evaluation): A technical stop-loss should be positioned below the major support level at KES 7.50. A sustained price break below KES 7.50 would indicate that the fundamental stabilization thesis has failed, requiring a prompt re-evaluation of the position. Kengen accidentally published their Fy25 financial report.The NSE described the release as unauthorized, and KenGen disowned the draft as unverified, stating that its audited results were still under review and scheduled for official release on October 30, 2025. Key Leaked Financial Results (Unaudited Draft for FY2025)
The circulating draft reportedly highlighted strong performance, though KenGen emphasized these figures are not official and subject to audit. Based on reports of the leak: MetricFY2025 (Leaked) PAT 10.48 billion+54% FY2024 (Official)Profit After Tax KSh 6.81 billion Change(KSh 3.67 billion increase) First and final dividend 90 cents per share Is this confirmed? You lose money chasing women, but you never lose women chasing money - NAS
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Rank: Member Joined: 5/31/2011 Posts: 258
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Ericsson wrote:ngapat wrote:mufasa wrote:KENGEN
Action: BUY
Target Price: KES 21.50
Time Horizon: 12-18 Months
Entry Range: KES 9.00 – KES 9.30.
Position Sizing: Moderate to Large position sizing is appropriate due to the company's strategic importance, state backing, and consistent dividend yield, which provide a high margin of safety against operational failure.
Risk Management (Stop-Loss/Re-evaluation): A technical stop-loss should be positioned below the major support level at KES 7.50. A sustained price break below KES 7.50 would indicate that the fundamental stabilization thesis has failed, requiring a prompt re-evaluation of the position. Kengen accidentally published their Fy25 financial report.The NSE described the release as unauthorized, and KenGen disowned the draft as unverified, stating that its audited results were still under review and scheduled for official release on October 30, 2025. Key Leaked Financial Results (Unaudited Draft for FY2025)
The circulating draft reportedly highlighted strong performance, though KenGen emphasized these figures are not official and subject to audit. Based on reports of the leak: MetricFY2025 (Leaked) PAT 10.48 billion+54% FY2024 (Official)Profit After Tax KSh 6.81 billion Change(KSh 3.67 billion increase) First and final dividend 90 cents per share You lose money chasing women, but you never lose women chasing money - NAS
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Rank: Elder Joined: 7/22/2009 Posts: 7,660
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Kenyan Oracle wrote:Ericsson wrote:ngapat wrote:mufasa wrote:KENGEN
Action: BUY
Target Price: KES 21.50
Time Horizon: 12-18 Months
Entry Range: KES 9.00 – KES 9.30.
Position Sizing: Moderate to Large position sizing is appropriate due to the company's strategic importance, state backing, and consistent dividend yield, which provide a high margin of safety against operational failure.
Risk Management (Stop-Loss/Re-evaluation): A technical stop-loss should be positioned below the major support level at KES 7.50. A sustained price break below KES 7.50 would indicate that the fundamental stabilization thesis has failed, requiring a prompt re-evaluation of the position. Kengen accidentally published their Fy25 financial report.The NSE described the release as unauthorized, and KenGen disowned the draft as unverified, stating that its audited results were still under review and scheduled for official release on October 30, 2025. Key Leaked Financial Results (Unaudited Draft for FY2025)
The circulating draft reportedly highlighted strong performance, though KenGen emphasized these figures are not official and subject to audit. Based on reports of the leak: MetricFY2025 (Leaked) PAT 10.48 billion+54% FY2024 (Official)Profit After Tax KSh 6.81 billion Change(KSh 3.67 billion increase) First and final dividend 90 cents per share Is this confirmed? Nope. But the response to leak speaks volume. They did not disown the results. They said they were yet to be verified/ confirmed/ audited nla bla bla kizungu mingi. That tells me those results were the actual results we will be receiving in a few days!!! 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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Rank: Elder Joined: 7/22/2009 Posts: 7,660
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In the last two days, I have DOUBLED my stake in KENGEN. I was not going to sleep on the leak! I listened very carefully to the wording by both the NSE and KENGEN and I could tell those were not random figures. KENGEN had earlier (before the leak) called a press briefing that was on the morning of the day after the night the results leaked then cancelled it. They clearly wanted to release results. Which results!!?? Wait and see the results that will be released later today and compare!!! 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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Rank: Member Joined: 7/24/2010 Posts: 239 Location: nairobi
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MaichBlack wrote:In the last two days, I have DOUBLED my stake in KENGEN.
I was not going to sleep on the leak! I listened very carefully to the wording by both the NSE and KENGEN and I could tell those were not random figures.
KENGEN had earlier (before the leak) called a press briefing that was on the morning of the day after the night the results leaked then cancelled it. They clearly wanted to release results. Which results!!??
Wait and see the results that will be released later today and compare!!! Fanancial reports are not like lab lab results.
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Rank: Member Joined: 5/31/2011 Posts: 258
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MaichBlack wrote:In the last two days, I have DOUBLED my stake in KENGEN.
I was not going to sleep on the leak! I listened very carefully to the wording by both the NSE and KENGEN and I could tell those were not random figures.
KENGEN had earlier (before the leak) called a press briefing that was on the morning of the day after the night the results leaked then cancelled it. They clearly wanted to release results. Which results!!??
Wait and see the results that will be released later today and compare!!! KenGen Plc announced a first and final Dividend of Kes. 0.90 on 31-Oct-2025; Books Closure; 27-11-2025; Payment Date; 12-02-2026 You lose money chasing women, but you never lose women chasing money - NAS
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Rank: Veteran Joined: 12/11/2006 Posts: 914
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Kenyan Oracle wrote:MaichBlack wrote:In the last two days, I have DOUBLED my stake in KENGEN.
I was not going to sleep on the leak! I listened very carefully to the wording by both the NSE and KENGEN and I could tell those were not random figures.
KENGEN had earlier (before the leak) called a press briefing that was on the morning of the day after the night the results leaked then cancelled it. They clearly wanted to release results. Which results!!??
Wait and see the results that will be released later today and compare!!! KenGen Plc announced a first and final Dividend of Kes. 0.90 on 31-Oct-2025; Books Closure; 27-11-2025; Payment Date; 12-02-2026 Based on my buying price of sh 2.5. That is a 36% dividend yield “Invest in yourself. Your career is the engine of your wealth.”
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Rank: Elder Joined: 7/22/2009 Posts: 7,660
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I told you guys the leaked results were the actual results and were the same ones that were going to be released officially. I was very keen on the wording of the KENGEN and NSE response to the leak. No one disowned the results or came anywhere near. 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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