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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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@YCSN...What do you own. I know only of KCB & EBL. What else?
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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the deal wrote:My portifolio returned 60% in the first quater...if it was not for the losses i took in KQ it would have been 70%...Stocks is the only thing that has offered me such kind of returns...or the other business ventures i have tried have ended in failure...i recently tried to go into the IT business...the stock currently piled in my room is a painful remind of 'stick to what you knw best' Take heart and learn from the positives Life is short. Live passionately.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Cde Monomotapa wrote:@YCSN...What do you own. I know only of KCB & EBL. What else? DTB, NIC(Both of which I'm looking to dispose of at the 'right' price). Also don't know how I got stuck with some Kenya-RE  After results tutaona. I am a bit heavy on the financials as nothing else excited me for a long time. And hey, I've got great returns from the banks. Had some Mumias which I sold at around 12 and at the current price looking to re-enter to hold. Though I'm just as happy to hold Equity and KCB alone for some time, and even add more. I think people should invest only in companies they believe in and not buy any other stock just for the sake of diversification. Also, KPLC looks great for the future as electricity demand increases. And were the corruption at MOE to ever end (I know, I should stop dreaming  ) ningenunua KK kesho! Had it once for a quick play when it hit 9 bob a while back. Haya basi! By the way, I'd like to know why you 'favour' Kengen over KPLC GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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@Cde YCSN...thanks a lot for the response. Seems we both have a fancy for lending out other people's deposits. Mmm...I have to commend u for a portfolio that if I had too, i'd be achieving above Av. sleep daily - thus, indeed investors should invest in Co.s they believe in. MSC lakini...eish boss..MSC has become too hazy for me nowadays. We will exchange notes later. MSC is my mama & baba in this business, back in '03 - '06 mad love. Why KGN? My investment case is that 1.there is insufficiency of Elec.2.power demand growth is "asset backed" by GDP growth, 3.it is a basic need (u pay me every month!!), 4.Under Eddie Njoroge most projects r on time now, 5.and this is the mother..KGN's deliberate efforts toward green energy will begin being rewarded as of next year - when they earn the 1st Carbon Credit cheque...so apart from having a solid core business,,we will have a serious cash cow to boot!
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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KPLC, is a good Co. Bought some when the tarriff review was made in 08/09, bei ya kutupa, generous dividends wonderful gains on sale. I am especially confident that prepaid metering will do them very well! (and by extension KGN), KK is the pawn in my portfolio, LIFO pap! when need arises.
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Rank: Member Joined: 8/5/2010 Posts: 335 Location: Nairobi
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Cde Monomotapa wrote:@Cde YCSN...thanks a lot for the response. Seems we both have a fancy for lending out other people's deposits. Mmm...I have to commend u for a portfolio that if I had too, i'd be achieving above Av. sleep daily - thus, indeed investors should invest in Co.s they believe in. MSC lakini...eish boss..MSC has become too hazy for me nowadays. We will exchange notes later. MSC is my mama & baba in this business, back in '03 - '06 mad love. Why KGN? My investment case is that 1.there is insufficiency of Elec.2.power demand growth is "asset backed" by GDP growth, 3.it is a basic need (u pay me every month!!), 4.Under Eddie Njoroge most projects r on time now, 5.and this is the mother..KGN's deliberate efforts toward green energy will begin being rewarded as of next year - when they earn the 1st Carbon Credit cheque...so apart from having a solid core business,,we will have a serious cash cow to boot! Now this i like... haven't heard much about it though, I'll look around... How are they earning the credits? Biofuel/geothermal/wind??? Any large projects in the works? "I'd rather be lucky than clever... every time!" - ME
"The problem is not what we don't know... it's what we know for sure that just ain't!" - MARK TWAIN
"Space we can recover... time never!" - NAPOLEON BONAPARTE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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@GK the green projects are mostly Geo-thermal & wind. Go on to www.kengen.co.ke and u'll get all you r looking for thereon. Matter of fact, just download the annual report. Cheers.
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Rank: Member Joined: 8/5/2010 Posts: 335 Location: Nairobi
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Cde Monomotapa wrote:@GK the green projects are mostly Geo-thermal & wind. Go on to www.kengen.co.ke and u'll get all you r looking for thereon. Matter of fact, just download the annual report. Cheers. sawa, thanks. will read. Am surprised they are not singing from the rooftops about it like mumias "I'd rather be lucky than clever... every time!" - ME
"The problem is not what we don't know... it's what we know for sure that just ain't!" - MARK TWAIN
"Space we can recover... time never!" - NAPOLEON BONAPARTE
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Rank: Veteran Joined: 2/10/2010 Posts: 1,001 Location: River Road
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@Cde you must also add about Kengen that KPLC will have to pay more for the new plants based on wheeling tariff guidelines. Anyway i am increasing both Kengen and KPLC in anticipation of the impending retail power tariffs review which is done every three years. The ERC is expected to review the tariff upwards to compensate for the new power plants which have come on board since the last review in 2008. The last review KPLC got a 21% increase.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Genghis Khan wrote:Cde Monomotapa wrote:@GK the green projects are mostly Geo-thermal & wind. Go on to www.kengen.co.ke and u'll get all you r looking for thereon. Matter of fact, just download the annual report. Cheers. sawa, thanks. will read. Am surprised they are not singing from the rooftops about it like mumias Most welcome. Njoroge has less political tendencies, he he.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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mkonomtupu wrote:@Cde you must also add about Kengen that KPLC will have to pay more for the new plants based on wheeling tariff guidelines. Anyway i am increasing both Kengen and KPLC in anticipation of the impending retail power tariffs review which is done every three years. The ERC is expected to review the tariff upwards to compensate for the new power plants which have come on board since the last review in 2008. The last review KPLC got a 21% increase. Eish boss, thanx about the heads up on the tarriff reviews. Wasn't aware that it is 3yr cycles, thought we were @ the pleasure/mercy of ERC.
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Rank: New-farer Joined: 3/29/2011 Posts: 14
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any1 wth a clue on earnin carbon credit outside the income lines of KGn or KPLC?
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Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
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mfadhili wrote:any1 wth a clue on earnin carbon credit outside the income lines of KGn or KPLC? You need to own lots of land under forestation (lack of a better word)...Visi the ACX website, first carbon trading exchange in Africa right here in Nairobi.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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The Merchant wrote:mfadhili wrote:any1 wth a clue on earnin carbon credit outside the income lines of KGn or KPLC? You need to own lots of land under forestation (lack of a better word)...Visi the ACX website, first carbon trading exchange in Africa right here in Nairobi. Took some time on the ACX site n' I have to say "na hiyo ni maendeleo!" It is a great honor to have it based in NBO! Also read an article thereon that the global carbon credit mkt is worth USD1.25T!! Wololo, KGN is so going to cream this one!!
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Rank: Elder Joined: 5/27/2008 Posts: 3,760
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The Merchant wrote:mfadhili wrote:any1 wth a clue on earnin carbon credit outside the income lines of KGn or KPLC? You need to own lots of land under forestation (lack of a better word)...Visi the ACX website, first carbon trading exchange in Africa right here in Nairobi. Mumias Sugar......
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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I have never had interest in KENGEN i dont know why but their recent earnings have never made me think twice..all i hear is past tense..oooh pple made money from Kengen IPO bla bla bla...lol
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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the deal wrote:I have never had interest in KENGEN i dont know why but their recent earnings have never made me think twice..all i hear is past tense..oooh pple made money from Kengen IPO bla bla bla...lol They say don't let your past blind your future. Follow the link and just think Kengen Geo-thermal & wind as you go through it. http://www.businessdaily...8/-/fgasxd/-/index.html
This carbon bizna will be a real cash spinner!
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Rank: Chief Joined: 1/3/2007 Posts: 18,220 Location: Nairobi
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Everything is for sale at the right price... even my KK... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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mfadhili wrote:any1 wth a clue on earnin carbon credit outside the income lines of KGn or KPLC? I'm not sure about kengen but I know for a fact KPLC will be earning AT LEAST 100million from carbon credits per year.. Mark 12:29
Deuteronomy 4:16
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