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Kenya power
Fyatu
#1 Posted : Monday, June 04, 2012 4:42:35 PM
Rank: Veteran


Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
what is happening with Kenya power? The stock price keeps on falling
Dumb money becomes dumb only when it listens to smart money
QW25091985
#2 Posted : Monday, June 04, 2012 4:48:53 PM
Rank: User


Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
bets me . got in at 23 . so you can imagine the mess am in . !!!!
or is the price factorin' in the bonus ? . i guess it can really go down
mlennyma
#3 Posted : Monday, June 04, 2012 5:27:07 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
You can talk but its among the best longterm buys.
"Don't let the fear of losing be greater than the excitement of winning."
Hunderwear
#4 Posted : Monday, June 04, 2012 5:41:53 PM
Rank: Member


Joined: 4/14/2011
Posts: 639
mlennyma wrote:
You can talk but its among the best longterm buys.


substantiate this!!!
Aguytrying
#5 Posted : Monday, June 04, 2012 5:59:19 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
ive been waiting for it to come back to 14. it's time to board
The investor's chief problem - and even his worst enemy - is likely to be himself
itz
#6 Posted : Monday, June 04, 2012 6:02:12 PM
Rank: Member


Joined: 3/20/2009
Posts: 348
i remember when they had that rights issue and the pps was at 23-24,there is a guy who use to say it would go to about 16.I was of the same opinion but this drop to 14 is a bit extreme.I believe part of the reason is the regulators have refused for kplc to increase its tariffs for the last 2 years.Utilities(kengen,tcl,kplc) are boring stocks good for dividends and long term play because of the fact that they are very capital intensive businesses.Buy kplc and put it in your retirement account.you will be very happy later
Metasploit
#7 Posted : Monday, June 04, 2012 6:33:04 PM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
Aguytrying wrote:
ive been waiting for it to come back to 14. it's time to board


I see this thing hitting sub 14.
Supply is too high.Now there are bids at 13.50 and it goes lower day by day

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
dave.kim
#8 Posted : Monday, June 04, 2012 6:50:24 PM
Rank: Member


Joined: 6/25/2010
Posts: 176
QW25091985 wrote:
bets me . got in at 23 . so you can imagine the mess am in . !!!!
or is the price factorin' in the bonus ? . i guess it can really go down

Laughing out loudly Laughing out loudly I also jumped in front of that train but its now a bargain so am still buying pole pole with every drop. The lower it goes, there more i get
Rule No.1 is never lose money. Rule No.2 is never forget rule number one
Impunity
#9 Posted : Monday, June 04, 2012 7:04:48 PM
Rank: Elder


Joined: 3/2/2009
Posts: 26,328
Location: Masada
Fyatu wrote:
what is happening with Kenya power? The stock price keeps on falling


And they have doubled both the standing charges and VAT amount and no one is seeing all these rip-off!
Brick wall Brick wall Brick wall

Fixed charge = 240 (up from 120)
VAT (28 up from 14)
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

the deal
#10 Posted : Monday, June 04, 2012 7:28:31 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Never liked KP but I'm going in...at 13.50-14...it looks like a bargain...I will hold it until June 2013.
Aguytrying
#11 Posted : Monday, June 04, 2012 9:48:42 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
The market will never cease to surprise us. KP is Currently trading at a PE of 5.98 assuming full year EPS of 2.34(1.17*2).
The fixed charges have increased as noted by Impunity.
Last month Treasury said it will back KPLC in its bid to increase charges by 25% come june 2012.
The country is far off from reaching its installed MW capacity meaning theres plenty room for growth.
Savings from prepaid meters should start being felt as the years go by.
The scheduled underground delivery of power as opposed to the electric poles scheduled for 2015 is expected to save KPLC 3.2B* in maintenance costs.
Infrastucture growth and boom expected in years to come is = to even more connections per year than the current average of 200,000.

yes im pretty bullish on KPLC, It is unlikely to triple your capital(like uchumi), but its steady growth will give more than adequate returns.
As indicated by management bonuses will be the predominant mode of payment for a while due to the high CAPEX and its why they increased authorised share capital in fy 2010/2011.
Got carried away and wrote too much.
The investor's chief problem - and even his worst enemy - is likely to be himself
kyt
#12 Posted : Monday, June 04, 2012 11:18:22 PM
Rank: Elder


Joined: 11/7/2007
Posts: 2,182
Impunity wrote:
Fyatu wrote:
what is happening with Kenya power? The stock price keeps on falling


And they have doubled both the standing charges and VAT amount and no one is seeing all these rip-off!
Brick wall Brick wall Brick wall

Fixed charge = 240 (up from 120)
VAT (28 up from 14)

it happens sometimes, next month your fixed charge and VAT will be zero.
LOVE WHAT YOU DO, DO WHAT YOU LOVE.
VituVingiSana
#13 Posted : Monday, June 04, 2012 11:37:21 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
Impunity wrote:
Fyatu wrote:
what is happening with Kenya power? The stock price keeps on falling


And they have doubled both the standing charges and VAT amount and no one is seeing all these rip-off!
Brick wall Brick wall Brick wall

Fixed charge = 240 (up from 120)
VAT (28 up from 14)
The 240/- is for 2 months. They combined the billing. VAT is set by GoK as a %. KPLC gets nothing from it.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
dave.kim
#14 Posted : Monday, June 04, 2012 11:40:19 PM
Rank: Member


Joined: 6/25/2010
Posts: 176
Aguytrying wrote:
The market will never cease to surprise us. KP is Currently trading at a PE of 5.98 assuming full year EPS of 2.34(1.17*2).
The fixed charges have increased as noted by Impunity.
Last month Treasury said it will back KPLC in its bid to increase charges by 25% come june 2012.
The country is far off from reaching its installed MW capacity meaning theres plenty room for growth.
Savings from prepaid meters should start being felt as the years go by.
The scheduled underground delivery of power as opposed to the electric poles scheduled for 2015 is expected to save KPLC 3.2B* in maintenance costs.
Infrastucture growth and boom expected in years to come is = to even more connections per year than the current average of 200,000.

yes im pretty bullish on KPLC, It is unlikely to triple your capital(like uchumi), but its steady growth will give more than adequate returns.
As indicated by management bonuses will be the predominant mode of payment for a while due to the high CAPEX and its why they increased authorised share capital in fy 2010/2011.
Got carried away and wrote too much.

hehehehe u did.but it was helpful
Rule No.1 is never lose money. Rule No.2 is never forget rule number one
mwekez@ji
#15 Posted : Tuesday, June 05, 2012 2:31:28 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Aguytrying wrote:
.... As indicated by management bonuses will be the predominant mode of payment for a while due to the high CAPEX and its why they increased authorised share capital in fy 2010/2011. ....


Positive info for long term investors but negative for medium and short term investors
Metasploit
#16 Posted : Tuesday, June 05, 2012 3:51:47 PM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
the deal wrote:
Never liked KP but I'm going in...at 13.50-14...it looks like a bargain...I will hold it until June 2013.


Good volumes transferred at 14.
Bids now at 13.00 and asks keep dropping
Wait for it at 13.50.

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
speculator
#17 Posted : Tuesday, June 05, 2012 6:09:48 PM
Rank: New-farer


Joined: 12/1/2009
Posts: 75
Location: nairobi
itz wrote:
i remember when they had that rights issue and the pps was at 23-24,there is a guy who use to say it would go to about 16.I was of the same opinion but this drop to 14 is a bit extreme.I believe part of the reason is the regulators have refused for kplc to increase its tariffs for the last 2 years.Utilities(kengen,tcl,kplc) are boring stocks good for dividends and long term play because of the fact that they are very capital intensive businesses.Buy kplc and put it in your retirement account.you will be very happy later

Laughing out loudly Laughing out loudly Laughing out loudly Yes that guy was YARSERBIGCHAIR. We called him names, asked him to prove that KP would touch 16. I cant believe now even 12 is a possibility. Btw still waiting for his list to buy.
gatoho
#18 Posted : Tuesday, June 05, 2012 6:20:27 PM
Rank: Member


Joined: 1/1/2010
Posts: 511
Location: kandara, Murang'a
Aguytrying wrote:

Got carried away and wrote too much.


Laughing out loudly Laughing out loudly Laughing out loudly
Foresight..
itz
#19 Posted : Tuesday, June 05, 2012 6:27:27 PM
Rank: Member


Joined: 3/20/2009
Posts: 348
speculator wrote:
itz wrote:
i remember when they had that rights issue and the pps was at 23-24,there is a guy who use to say it would go to about 16.I was of the same opinion but this drop to 14 is a bit extreme.I believe part of the reason is the regulators have refused for kplc to increase its tariffs for the last 2 years.Utilities(kengen,tcl,kplc) are boring stocks good for dividends and long term play because of the fact that they are very capital intensive businesses.Buy kplc and put it in your retirement account.you will be very happy later

Laughing out loudly Laughing out loudly Laughing out loudly Yes that guy was YARSERBIGCHAIR. We called him names, asked him to prove that KP would touch 16. I cant believe now even 12 is a possibility. Btw still waiting for his list to buy.


Yap.thats him.As i said buy now and put it in your retirement account.This one is not for short term trading.its slow money.
the deal
#20 Posted : Tuesday, June 05, 2012 8:08:12 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
itz wrote:
speculator wrote:
itz wrote:
i remember when they had that rights issue and the pps was at 23-24,there is a guy who use to say it would go to about 16.I was of the same opinion but this drop to 14 is a bit extreme.I believe part of the reason is the regulators have refused for kplc to increase its tariffs for the last 2 years.Utilities(kengen,tcl,kplc) are boring stocks good for dividends and long term play because of the fact that they are very capital intensive businesses.Buy kplc and put it in your retirement account.you will be very happy later

Laughing out loudly Laughing out loudly Laughing out loudly Yes that guy was YARSERBIGCHAIR. We called him names, asked him to prove that KP would touch 16. I cant believe now even 12 is a possibility. Btw still waiting for his list to buy.


Yap.thats him.As i said buy now and put it in your retirement account.This one is not for short term trading.its slow money.

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