wazua Tue, Mar 24, 2026
Welcome Guest Search | Active Topics | Log In

7 Pages«<4567>
BREAKING NEWS!! KPLC RESTRUCTURING details out
Options
Previous Topic · Next Topic
VituVingiSana
#51 Posted : Friday, September 24, 2010 7:09:59 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
@GG - KPLC has been installing new transformers, new lines, new meters... all this is CAPEX... Also Ketraco has not taken off yet so most Transmission & Distribution investments are still done by KPLC...

KPLC hooked up 120,000+ new customers in 2009-10...

Of course, 'increase' in PPE includes new transformers to replace the stolen/damaged ones due to theft/vandalism... The old ones are valued were probably at a lower cost...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
guru267
#52 Posted : Friday, September 24, 2010 7:21:55 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
@GG - KPLC has been installing new transformers, new lines, new meters... all this is CAPEX... Also Ketraco has not taken off yet so most Transmission & Distribution investments are still done by KPLC...

KPLC hooked up 120,000+ new customers in 2009-10...

Of course, 'increase' in PPE includes new transformers to replace the stolen/damaged ones due to theft/vandalism... The old ones are valued were probably at a lower cost...

@VVS they created 214,088 customers...
Mark 12:29
Deuteronomy 4:16
Back to top
  |
VituVingiSana
#53 Posted : Friday, September 24, 2010 7:25:06 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
@GG - KPLC has been installing new transformers, new lines, new meters... all this is CAPEX... Also Ketraco has not taken off yet so most Transmission & Distribution investments are still done by KPLC...

KPLC hooked up 120,000+ new customers in 2009-10...

Of course, 'increase' in PPE includes new transformers to replace the stolen/damaged ones due to theft/vandalism... The old ones are valued were probably at a lower cost...

@VVS they created 214,088 customers...
Where did you get that number from? I said 120,000+ coz I wasn't sure... I think 214,088 might be for 2 years... but I defer to you if you show me the source...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
VituVingiSana
#54 Posted : Friday, September 24, 2010 7:28:53 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Gordon Gekko wrote:
@vvs, apologies, I was just delirious from Nyoikeism. Also the transmission costs in the P&L - is it the fee to Kentraco?

Ketraco is not operational yet... As in they don't transmit electricity...

The fee/costs for transmission relate to system losses & costs on maintaining the power lines...

BTW, KPLC's closing price was back to 245/-... Seems the 220/- sellers got screwed... Probably the broker put in a SELL order at MARKET...

I think the share is headed to 300/- (a fair value in my book)...

The potential for 2010-11 is even better...
- More customers (120,000 to 214,000. Not sure of exact numbers) signed up in 2009-10. Another 120,000 targeted for 2010-11.
- More prepaid meters means less hassle with collections
- Better cash management with pre-paid meters
- Better network = lower system losses
- Supply seems to be growing (Hydro remains a risk) & new/additonal plants/projects coming on-stream in 2011
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  | | Edit by user: Friday, September 24, 2010 10:15 PM | Reason: Not specified
guru267
#55 Posted : Friday, September 24, 2010 9:40:47 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS the 120,000 was for the half year results....

I don't know How to give links using the phone but i'm 100% sure of my number
Mark 12:29
Deuteronomy 4:16
Back to top
  |
guru267
#56 Posted : Monday, September 27, 2010 10:45:41 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS looks we lost our chance to buy more Sad Sad Sad KPLC has opened at 246... Hope it holds but if it falls I'll be there waiting
Mark 12:29
Deuteronomy 4:16
Back to top
  |
VituVingiSana
#57 Posted : Monday, September 27, 2010 10:57:56 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
guru267 wrote:
@VVS looks we lost our chance to buy more Sad Sad Sad KPLC has opened at 246... Hope it holds but if it falls I'll be there waiting
Unlikely to fall... I saw them at 220/- on Friday but by the time I got my stuff ready to go the price was back up...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
BGL
#58 Posted : Thursday, October 07, 2010 3:19:41 AM
Rank: Veteran

Joined: 10/11/2009
Posts: 1,223
Finally the details of KPLC's balance sheet restructuring are out. It also confirms the fears that there are people out there who were trading huge volumes with info that was not public.
http://www.4shared.com/g...025_BALANCE_SHEET_R.html
History will not remember you for your IQ. It will remember you for what you did. “Genius is 1 percent inspiration, 99 percent perspiration.” Thomas Edison
Back to top
  | | Edit by user: Thursday, October 07, 2010 3:37 AM | Reason: Not specified
youcan'tstopusnow
#59 Posted : Thursday, October 07, 2010 6:23:17 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
BGL, such info always gets into the public domain
GOD BLESS YOUR LIFE
Back to top
WWW
  |
Sober
#60 Posted : Thursday, October 07, 2010 7:24:27 AM
Rank: Elder

Joined: 11/27/2007
Posts: 3,604
238. Someone, guess the price we'l go with into the weekend.
African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
Back to top
  |
7 Pages«<4567>
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.