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directional forecast
hisah
#1671 Posted : Friday, September 22, 2017 11:54:02 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
hisah wrote:
The daily and weekly FTSE NSE KE15 and KE25 index charts are bearish. The heavyweight counters on NSE15 being more bearish! The bounce is almost done. Down move coming soon. Mpesa bank goes ex-div this Friday as well as most blue chips that declared interim dividends close those books this month.

I'm still sidelined until October 23rd when the election clouds will be easier to read.

Extended to November 1st.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Ericsson
#1672 Posted : Friday, September 22, 2017 12:27:03 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
bartum wrote:
piedpiper wrote:
@karasinga, please post the charts for Kengen and KPLC when you have a moment. Asante

Karasinga welcome, missed your tips here, how is kengen, where is it headed


Full Year Results announcement is about to be released
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
bartum
#1673 Posted : Friday, September 22, 2017 12:29:06 PM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
Ericsson wrote:
bartum wrote:
piedpiper wrote:
@karasinga, please post the charts for Kengen and KPLC when you have a moment. Asante

Karasinga welcome, missed your tips here, how is kengen, where is it headed


Full Year Results announcement is about to be released

May not be good, how do you see it
Ericsson
#1674 Posted : Friday, September 22, 2017 12:55:18 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Hydro electric power hasn't performed well due to drought.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
sparkly
#1675 Posted : Friday, September 22, 2017 3:32:46 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ericsson wrote:
Hydro electric power hasn't performed well due to drought.


Good perfomance from geothermal should alleviate although ROA will not be optimal.
Life is short. Live passionately.
kawi254
#1676 Posted : Friday, September 22, 2017 3:51:58 PM
Rank: Member

Joined: 2/20/2015
Posts: 468
Location: Nairobi
sparkly wrote:
Ericsson wrote:
Hydro electric power hasn't performed well due to drought.


Good perfomance from geothermal should alleviate although ROA will not be optimal.



KenGen sells geothermal at $0.08 - $0.09 per kWh compared to Hydro @ $0.0236 so loss of Hydro generation will not be felt as in during 1999/2000 or 2007 drought due to increased geothermal generation.

Next financial year there should be more sales of geothermal due to completion and energisation of the Olkaria - Suswa - Isinya - Mombasa KETRACO line which transfers geothermal power to Mombasa and reduce thermal diesel engines power that Mombasa was so reliant on (at night when demand is low the whole country can survive on geothermal if the grid was linked)
Ericsson
#1677 Posted : Friday, September 22, 2017 5:29:48 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
kawi254 wrote:
sparkly wrote:
Ericsson wrote:
Hydro electric power hasn't performed well due to drought.


Good perfomance from geothermal should alleviate although ROA will not be optimal.



KenGen sells geothermal at $0.08 - $0.09 per kWh compared to Hydro @ $0.0236 so loss of Hydro generation will not be felt as in during 1999/2000 or 2007 drought due to increased geothermal generation.

Next financial year there should be more sales of geothermal due to completion and energisation of the Olkaria - Suswa - Isinya - Mombasa KETRACO line which transfers geothermal power to Mombasa and reduce thermal diesel engines power that Mombasa was so reliant on (at night when demand is low the whole country can survive on geothermal if the grid was linked)


Haven't you read and seen that there has been a huge increase in thermal power generation.

"Kenya’s use of expensive diesel-generated electricity has risen to a three-year peak that has left consumers with a huge cost burden.

Data from the Energy Regulatory Commission (ERC) shows that the share of thermal power in the energy mix consumed stood at 32 per cent last month or 11 percentage points above cheaper hydropower’s 21 per cent. "

http://www.businessdaily...021306-7fxhq2/index.html
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
karasinga
#1678 Posted : Tuesday, September 26, 2017 11:01:59 PM
Rank: Veteran

Joined: 2/26/2015
Posts: 1,147
bartum wrote:
Ericsson wrote:
bartum wrote:
piedpiper wrote:
@karasinga, please post the charts for Kengen and KPLC when you have a moment. Asante

Karasinga welcome, missed your tips here, how is kengen, where is it headed


Full Year Results announcement is about to be released

May not be good, how do you see it

KEGN.
Monthly view. My humble opinion

have been wrong before and might be wrong again. do your due diligence. disclaimer. best wishes
It's not over until I win
skype id: karasinga. email: kkarasinga@gmail.com
bartum
#1679 Posted : Wednesday, September 27, 2017 9:54:35 AM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
karasinga wrote:
bartum wrote:
Ericsson wrote:
bartum wrote:
piedpiper wrote:
@karasinga, please post the charts for Kengen and KPLC when you have a moment. Asante

Karasinga welcome, missed your tips here, how is kengen, where is it headed


Full Year Results announcement is about to be released

May not be good, how do you see it

KEGN.
Monthly view. My humble opinion

have been wrong before and might be wrong again. do your due diligence. disclaimer. best wishes

@karasinga well appreciated
piedpiper
#1680 Posted : Wednesday, September 27, 2017 11:18:59 AM
Rank: New-farer

Joined: 8/21/2017
Posts: 54
karasinga wrote:
bartum wrote:
Ericsson wrote:
bartum wrote:
piedpiper wrote:
@karasinga, please post the charts for Kengen and KPLC when you have a moment. Asante

Karasinga welcome, missed your tips here, how is kengen, where is it headed


Full Year Results announcement is about to be released

May not be good, how do you see it

KEGN.
Monthly view. My humble opinion

have been wrong before and might be wrong again. do your due diligence. disclaimer. best wishes

@karasinga thanks for the analysis
Life is a beach and I'm just playing in the sand
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