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Best way to play energy sector
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ngapat
#1 Posted: : Tuesday, July 08, 2014 4:52:56 PM
Rank: Member


Joined: 12/11/2006
Posts: 898
With energy being one of the most promising sector in kenya and the world as a whole, i'm trying to find the most effective way to play energy stocks in KENYA.
Looking at the current kenyan situation, the sector is dominated by two parastatals(KPLC and Kengen) with lots of inefficiencies and govt interference.

Are there private entities dealing with renewable energy and are open to the public?

Do you think its okay to consider Trans century as an energy stock especially now that they are constructing a 35MW geothermal plant at Menengai where they own 50% of the project?

Are there investment co-operatives that are doing renewable energy?(Those i know are mostly doing real estate)

What is the best way to play energy sector in kenya and africa?
“Invest in yourself. Your career is the engine of your wealth.”
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Fyatu
#2 Posted : Wednesday, July 09, 2014 12:49:19 PM
Rank: Veteran


Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
Tranny are yet to give an outlay of their longterm energy play. Centum are also looking into getting into power
Dumb money becomes dumb only when it listens to smart money
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mibbz
#3 Posted : Thursday, July 10, 2014 4:45:03 AM
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Joined: 2/18/2011
Posts: 448
ngapat wrote:
With energy being one of the most promising sector in kenya and the world as a whole, i'm trying to find the most effective way to play energy stocks in KENYA.
Looking at the current kenyan situation, the sector is dominated by two parastatals(KPLC and Kengen) with lots of inefficiencies and govt interference.

Are there private entities dealing with renewable energy and are open to the public?

Do you think its okay to consider Trans century as an energy stock especially now that they are constructing a 35MW geothermal plant at Menengai where they own 50% of the project?

Are there investment co-operatives that are doing renewable energy?(Those i know are mostly doing real estate)

What is the best way to play energy sector in kenya and africa?


My take on energy in Kenya, get a parastatal-KPLC, cables company- EA cables & lastly oil company- KK. One year horizon esp KK and KPLC should yield 80%+.
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Tall Order
#4 Posted : Thursday, July 10, 2014 6:31:06 AM
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Joined: 5/9/2014
Posts: 130
Location: Nairobi
That's quite optimistic @Ngapat, 80%+ for KK & KPLC, anything you know that we don't as far as I'm concerned KPLC increased tariff charges upwards for a period of 1 year, would that then turn into extra cash flow, anything they are going to do with it? KK are looking for a turn around with re-structuring their company, lean staff but also have a court case in the lay-offs. I'm watching from the side for KK, KPLC I'm in but barely just.
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littledove
#5 Posted : Thursday, July 10, 2014 8:29:57 AM
Rank: Veteran


Joined: 7/1/2014
Posts: 923
Location: sky
mibbz wrote:
ngapat wrote:
With energy being one of the most promising sector in kenya and the world as a whole, i'm trying to find the most effective way to play energy stocks in KENYA.
Looking at the current kenyan situation, the sector is dominated by two parastatals(KPLC and Kengen) with lots of inefficiencies and govt interference.

Are there private entities dealing with renewable energy and are open to the public?

Do you think its okay to consider Trans century as an energy stock especially now that they are constructing a 35MW geothermal plant at Menengai where they own 50% of the project?

Are there investment co-operatives that are doing renewable energy?(Those i know are mostly doing real estate)

What is the best way to play energy sector in kenya and africa?


My take on energy in Kenya, get a parastatal-KPLC, cables company- EA cables & lastly oil company- KK. One year horizon esp KK and KPLC should yield 80%+.

i also believe in kplc and kk and im deeply in but 80% in 1yr is very very optimistic,but for kk i don't completely rule out especially if a suiter pop up
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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