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Briatm, Britam, Britam sounds like sweet candy!
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littledove
#311 Posted : Monday, July 27, 2015 11:34:42 AM
Rank: Veteran

Joined: 7/1/2014
Posts: 928
Location: sky
Realtreaty wrote:
Any Gossip on GESKENYA2015 Deals????? Me and my Family are waiting for this. Which Firms are likely to have attracted investors and govts? Any Mauritian face in GES2015?
We know Chinese were here,Germans keep coming French came first, Italians gazed and now the POTUS with his groupie.
As HY 2015 results come in we will be in a position to here who dipped what!


is this a competition to kengen?
http://www.businessdailyafrica.com/Kenya--SkyPower-sign-Sh220bn-solar-power-deal/-/539546/2809726/-/11xifp8/-/index.html
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
#312 Posted : Monday, July 27, 2015 12:21:24 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,820
Location: NAIROBI
@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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littledove
#313 Posted : Monday, July 27, 2015 12:30:17 PM
Rank: Veteran

Joined: 7/1/2014
Posts: 928
Location: sky
Ericsson wrote:
@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid.

noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar
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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VituVingiSana
#314 Posted : Monday, July 27, 2015 12:39:24 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,371
Location: Nairobi
littledove wrote:
Ericsson wrote:
@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid.

noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar
KPLC is in the business of selling electricity to the end-user. Unless the Solar Farm guys can set up the 'last-mile' (to the consumer) then KPLC remains their preferred buyer.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Realtreaty
#315 Posted : Tuesday, July 28, 2015 12:32:31 AM
Rank: Elder

Joined: 8/16/2011
Posts: 2,389
VituVingiSana wrote:
littledove wrote:
Ericsson wrote:
@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid.

noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar
KPLC is in the business of selling electricity to the end-user. Unless the Solar Farm guys can set up the 'last-mile' (to the consumer) then KPLC remains their preferred buyer.

There are signs of a "U"Turn to maybe goodness. This may leverage at 18 till Mauritian govt sells off their candy if they win their court cases on R/Dawats
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iris
#316 Posted : Tuesday, July 28, 2015 10:04:50 AM
Rank: Member

Joined: 9/11/2014
Posts: 228
Location: Nairobi
VituVingiSana wrote:
littledove wrote:
Ericsson wrote:
@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid.

noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar
KPLC is in the business of selling electricity to the end-user. Unless the Solar Farm guys can set up the 'last-mile' (to the consumer) then KPLC remains their preferred buyer.


They can't buy what is not sold. The solar consumers may not be paying KP anything unless the supplier first sells to KP. For those near the grid, the mode will probably be that they use all they want before selling surplus to KP. Which means fewer end-users or less units sold by KP.
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VituVingiSana
#317 Posted : Tuesday, July 28, 2015 11:40:10 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,371
Location: Nairobi
iris wrote:
VituVingiSana wrote:
littledove wrote:
Ericsson wrote:
@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid.

noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar
KPLC is in the business of selling electricity to the end-user. Unless the Solar Farm guys can set up the 'last-mile' (to the consumer) then KPLC remains their preferred buyer.


They can't buy what is not sold. The solar consumers may not be paying KP anything unless the supplier first sells to KP. For those near the grid, the mode will probably be that they use all they want before selling surplus to KP. Which means fewer end-users or less units sold by KP.

True but which (large) consumers are near these huge projects?

Kenya's largest consumers are in Nairobi and Central. This is unlikely to change for the next 10 years but will over 20 years.

Machakos is coming up but not (significantly) for another 5 years.
LAPSSET not 5-10 years.
Galana irrigation scheme not for 5-10 years.

My point is that whereas these power projects will be ready in 3-10 years, will the (nearby & significant) off take customers be ready or will KPLC be the one to take the power?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Realtreaty
#318 Posted : Wednesday, July 29, 2015 1:33:16 AM
Rank: Elder

Joined: 8/16/2011
Posts: 2,389
Sharp "U Turn" to greatness!!!16.40 Pap!!
Jubilee overtakes Britam in market valuation at NSE
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Muthawamunene
#319 Posted : Wednesday, July 29, 2015 9:33:28 AM
Rank: Member

Joined: 1/3/2011
Posts: 264
Location: Nairobi
VituVingiSana wrote:
iris wrote:
VituVingiSana wrote:
littledove wrote:
Ericsson wrote:
@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid.

noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar
KPLC is in the business of selling electricity to the end-user. Unless the Solar Farm guys can set up the 'last-mile' (to the consumer) then KPLC remains their preferred buyer.


They can't buy what is not sold. The solar consumers may not be paying KP anything unless the supplier first sells to KP. For those near the grid, the mode will probably be that they use all they want before selling surplus to KP. Which means fewer end-users or less units sold by KP.

True but which (large) consumers are near these huge projects?

Kenya's largest consumers are in Nairobi and Central. This is unlikely to change for the next 10 years but will over 20 years.

Machakos is coming up but not (significantly) for another 5 years.
LAPSSET not 5-10 years.
Galana irrigation scheme not for 5-10 years.

My point is that whereas these power projects will be ready in 3-10 years, will the (nearby & significant) off take customers be ready or will KPLC be the one to take the power?



KPLC promised to have 1 million new connections annually. I do pray that Wanjiku stops using charcoal and wood for cooking as power becomes cheaper (economies of scale).

In any case, we are looking at pure organic growth, which takes sometime. Mr. Buffet would like this.
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Realtreaty
#320 Posted : Saturday, August 01, 2015 1:53:06 AM
Rank: Elder

Joined: 8/16/2011
Posts: 2,389
Britam will still record a positive HY2015 growth of over 8 to 20%.
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