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Kengen FY16
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Ebenyo
#61 Posted : Wednesday, October 26, 2016 7:58:20 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,997
Location: Kitale
Ericsson wrote:
Investor briefing for full year results is today


Mbona haikufanyika leo?
Towards the goal of financial freedom
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murchr
#62 Posted : Wednesday, October 26, 2016 8:06:30 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Ebenyo wrote:
Ericsson wrote:
Investor briefing for full year results is today


Mbona haikufanyika leo?


Happened at Kempinski but nothing online
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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Ebenyo
#63 Posted : Wednesday, October 26, 2016 10:24:48 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,997
Location: Kitale
murchr wrote:
Ebenyo wrote:
Ericsson wrote:
Investor briefing for full year results is today


Mbona haikufanyika leo?


Happened at Kempinski but nothing online


................................
Investor briefing highlights.
Plans to diversify revenue sources through:
*Drilling
*Consultancy services
Mr.Mugo should also think of selling electricity to other countries.
Towards the goal of financial freedom
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watesh
#64 Posted : Thursday, October 27, 2016 10:55:15 AM
Rank: Veteran


Joined: 8/10/2014
Posts: 976
Location: Kenya
Ebenyo wrote:
murchr wrote:
Ebenyo wrote:
Ericsson wrote:
Investor briefing for full year results is today


Mbona haikufanyika leo?


Happened at Kempinski but nothing online


................................
Investor briefing highlights.
Plans to diversify revenue sources through:
*Drilling
*Consultancy services
Mr.Mugo should also think of selling electricity to other countries.

Kenya Power does the exporting and importing of power. They buy everything and sell the excess to Ug and Tz.
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Pesa Nane
#65 Posted : Thursday, October 27, 2016 11:01:59 AM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Ebenyo wrote:

................................
Investor briefing highlights.
Plans to diversify revenue sources through:
*Drilling
*Consultancy services
Mr.Mugo should also think of selling electricity to other countries.


And the promises begin "there has been no change in the dividend policy. Next year........"
Pesa Nane plans to be shilingi when he grows up.
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Angelica _ann
#66 Posted : Thursday, October 27, 2016 11:07:29 AM
Rank: Elder


Joined: 12/7/2012
Posts: 11,908
Pesa Nane wrote:
Ebenyo wrote:

................................
Investor briefing highlights.
Plans to diversify revenue sources through:
*Drilling
*Consultancy services
Mr.Mugo should also think of selling electricity to other countries.


And the promises begin "there has been no change in the dividend policy. Next year........"

Normally starts like this smile
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Ebenyo
#67 Posted : Thursday, October 27, 2016 1:44:04 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,997
Location: Kitale
watesh wrote:
Ebenyo wrote:
murchr wrote:
Ebenyo wrote:
Ericsson wrote:
Investor briefing for full year results is today


Mbona haikufanyika leo?


Happened at Kempinski but nothing online


................................
Investor briefing highlights.
Plans to diversify revenue sources through:
*Drilling
*Consultancy services
Mr.Mugo should also think of selling electricity to other countries.

Kenya Power does the exporting and importing of power. They buy everything and sell the excess to Ug and Tz.


That means kengen generates just enough to sell to kenya power.Clearly thats not robust.Generating electricity through georthermal and wind is cheap compared to dams.These should allow the company to generate excess electricity and sale to the region.
Towards the goal of financial freedom
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Ericsson
#68 Posted : Thursday, November 03, 2016 12:06:56 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,701
Location: NAIROBI
Why kengen dividend wasn't forthcoming

https://www.udaku.co.ke/...ndidate-flaunting-money/
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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sparkly
#69 Posted : Thursday, November 03, 2016 8:47:27 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
[quote=Ericsson]Why kengen dividend wasn't forthcoming

https://www.udaku.co.ke/...didate-flaunting-money/[/quote]

In the footsteps of Waikuru
Life is short. Live passionately.
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gatoho
#70 Posted : Tuesday, November 08, 2016 7:17:37 AM
Rank: Member


Joined: 1/1/2010
Posts: 511
Location: kandara, Murang'a
sparkly wrote:
[quote=Ericsson]Why kengen dividend wasn't forthcoming

https://www.udaku.co.ke/...didate-flaunting-money/[/quote]

In the footsteps of Waikuru


I got mpes from Kengen that confused me
Foresight..
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Ericsson
#71 Posted : Wednesday, November 09, 2016 7:54:37 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,701
Location: NAIROBI
Just gone through the annual reports.
Institutional investors bought big time during the rights issue.
GoK shareholding is now at 73.92%.
Though the company has alot of debt to pay between 2019 and 2026.
The PIBO amount due is ksh.10.78bn due in 2019
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#72 Posted : Wednesday, November 09, 2016 8:10:11 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,118
Location: Nairobi
Ericsson wrote:
Just gone through the annual reports.
Institutional investors bought big time during the rights issue.
GoK shareholding is now at 73.92%.
Though the company has alot of debt to pay between 2019 and 2026.
The PIBO amount due is ksh.10.78bn due in 2019

The PIBO is not an big deal for KenGen since it pays out 1/16 (of the original amount) every 6 months rather than a bullet payment. If they launched another similar PIBO at 12-13%, I think it would sell like hotcakes.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#73 Posted : Wednesday, November 09, 2016 8:27:07 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,701
Location: NAIROBI
@VVS
Bear in mind that also other debts which mature in that period of 2019-2026 will require servicing.
KENGEN will be spending about ksh.12bn in repayments each year
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#74 Posted : Wednesday, November 09, 2016 8:54:55 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,118
Location: Nairobi
Ericsson wrote:
@VVS
Bear in mind that also other debts which mature in that period of 2019-2026 will require servicing.
KENGEN will be spending about ksh.12bn in repayments each year
I kept my comments to the PIBO [& that a new one would be attractive at this time]. As for their other debts, I know little coz I stay away from all GoK firms except cash-rich KenRe.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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kawi254
#75 Posted : Thursday, November 10, 2016 12:15:29 AM
Rank: Member


Joined: 2/20/2015
Posts: 467
Location: Nairobi
NSSF used to be No.2 shareholder in Kengen but now no longer in Top 20.
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hisah
#76 Posted : Thursday, November 10, 2016 3:50:30 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Ericsson wrote:
Just gone through the annual reports.
Institutional investors bought big time during the rights issue.
GoK shareholding is now at 73.92%.
Though the company has alot of debt to pay between 2019 and 2026.
The PIBO amount due is ksh.10.78bn due in 2019

The rights issue promised dividends. Now there's a drought and price is sub rights issue. Any hot money would offload this junk!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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mzitoaggrey
#77 Posted : Thursday, November 10, 2016 10:18:42 AM
Rank: New-farer


Joined: 8/19/2015
Posts: 25
What makes KQ more valued than KENGEN yet KQ has negative equity,asking for myself.
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Ebenyo
#78 Posted : Thursday, November 10, 2016 2:28:33 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,997
Location: Kitale
mzitoaggrey wrote:
What makes KQ more valued than KENGEN yet KQ has negative equity,asking for myself.


There are more kq shares in the market than kengen.
Speculators relie on the technical aspects of the stock.Hence they find much volumes and liquidity in kq.This is in contrast with kengen free float shares of 30%.
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Ericsson
#79 Posted : Thursday, November 10, 2016 2:34:39 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,701
Location: NAIROBI
@Ebenyo
Are you sure with your statement.
30% of the issued shares of KENGEN is more than 100% of KQ issued shares
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ebenyo
#80 Posted : Thursday, November 10, 2016 2:58:43 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,997
Location: Kitale
Ericsson wrote:
@Ebenyo
Are you sure with your statement.
30% of the issued shares of KENGEN is more than 100% of KQ issued shares


Gok owns 70% of kengen while it owns 29% of Kq.That leaves 30% and 71% freet float of shares respectively.
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