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KP&L - Just a matter of time
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charming soul
#1 Posted : Wednesday, September 29, 2010 12:12:28 AM
Rank: Member

Joined: 12/2/2006
Posts: 42
The fundementals are in place, the price seems right!!!(although i was hoping to get more below kshs 210d'oh! )

All good things come to those who are patientsmile and anytime between tomorrow & february restructuring plans will be made public & with it the much awaited bag of goodies viz Bonus, rights & split.

This will truly be a historic and unprecedented opportunity, a jackpot if you like.Applause

Pay heed & partake my Brethern else thou shalt only have thyselves to blame if thou missed the Bus!!!! Laughing out loudly Laughing out loudly Laughing out loudly
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sparkly
#2 Posted : Wednesday, September 29, 2010 12:47:11 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
charming soul wrote:
The fundementals are in place, the price seems right!!!(although i was hoping to get more below kshs 210d'oh! )

All good things come to those who are patientsmile and anytime between tomorrow & february restructuring plans will be made public & with it the much awaited bag of goodies viz Bonus, rights & split.

This will truly be a historic and unprecedented opportunity, a jackpot if you like.Applause

Pay heed & partake my Brethern else thou shalt only have thyselves to blame if thou missed the Bus!!!! Laughing out loudly Laughing out loudly Laughing out loudly

@charming whats your average entry price?
Life is short. Live passionately.
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VituVingiSana
#3 Posted : Wednesday, September 29, 2010 12:48:48 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
It matters little what the 'entry point' is... the question is...

Is it worth buying at TODAY's price?

I think it is a good deal as Kenya's economy grows & more customers come online...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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alikujia
#4 Posted : Wednesday, September 29, 2010 1:48:52 AM
Rank: Member

Joined: 5/27/2010
Posts: 324
Location: nrb
charming soul wrote:
The fundementals are in place, the price seems right!!!(although i was hoping to get more below kshs 210d'oh! )

All good things come to those who are patientsmile and anytime between tomorrow & february restructuring plans will be made public & with it the much awaited bag of goodies viz Bonus, rights & split.

This will truly be a historic and unprecedented opportunity, a jackpot if you like.Applause

Pay heed & partake my Brethern else thou shalt only have thyselves to blame if thou missed the Bus!!!! Laughing out loudly Laughing out loudly Laughing out loudly

OOh, this kind of pitch is, i believe, directed to only a small proportion of pple in this forum. PPle should pay attention to @vvs - where exactly will kplc take you if you enter now, and of course timeframe?. Otherwise most of the shorterm/medium value has already been locked in the price, given that upcoming restructuring has a greater potential to deduct rather than add to current value/price.

Or am not seeing something?
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VituVingiSana
#5 Posted : Wednesday, September 29, 2010 2:06:37 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Do I like KPLC at 240/-? Yes
Did I like KPLC much more at 180/-? 200/- [Yes]

@alikuja - I agree with you... I am AGAINST the so-called Capital Restructuring that excites people here!

Split - I support [Makes very little difference to the Capital Structure]
Bonus - I support [Makes very little difference to the Capital Structure]
Rights - I am ambivalent unless it is at a huge discount [180/-] Plus I would need to find some cash!
Conversion - I oppose it unless it is at 300/- or higher. I would rather convert the Preference Shares to Debt & pay GoK.

Debt - I am disappointed KPLC is not taking on more debt to fund expansion. KPLC has a strong balance sheet. Plenty of cashflow. Ring-fence the cashflow & issue low-priced medium to long-term debt!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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charming soul
#6 Posted : Wednesday, September 29, 2010 2:20:38 AM
Rank: Member

Joined: 12/2/2006
Posts: 42
sparkly wrote:
charming soul wrote:
The fundementals are in place, the price seems right!!!(although i was hoping to get more below kshs 210d'oh! )

All good things come to those who are patientsmile and anytime between tomorrow & february restructuring plans will be made public & with it the much awaited bag of goodies viz Bonus, rights & split.

This will truly be a historic and unprecedented opportunity, a jackpot if you like.Applause

Pay heed & partake my Brethern else thou shalt only have thyselves to blame if thou missed the Bus!!!! Laughing out loudly Laughing out loudly Laughing out loudly

@charming whats your average entry price?


@sparky i have even bought at 286/- in 2006 my average is over 250/- I would love to get more at under 210/-
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guru267
#7 Posted : Wednesday, September 29, 2010 2:32:39 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS and @charming soul i'm in this one for 10 years minimum... I got in at a very good price so the dividend yield is (6.6%) Laughing out loudly and will continue growing.... I just wish i hadn't sold a Few at 195 Sad

@VVS why should they take on more debt when they are coming to us for 10billion in capital???
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#8 Posted : Wednesday, September 29, 2010 2:38:01 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
guru267 wrote:
@VVS why should they take on more debt when they are coming to us for 10billion in capital???


Read my comments again.

I would prefer KPLC takes on more debt than ask me for cash through a Rights Issue. It is a Balance Sheet Structure I would support!

It is much cheaper for KPLC to borrow from the Bond Market (say 8%) & get a tax break on the interest than for me to borrow at 15% from a bank. Plus my dividends on my Rights Shares are paid AFTER taxes + W/holding Tax!!!

For KPLC a Rights Issue is NOT shareholder friendly!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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charming soul
#9 Posted : Wednesday, September 29, 2010 3:03:20 AM
Rank: Member

Joined: 12/2/2006
Posts: 42
[quote=guru267]@VVS and @charming soul i'm in this one for 10 years minimum... I got in at a very good price so the dividend yield is (6.6%) Laughing out loudly and will continue growing.... I just wish i hadn't sold a Few at 195 Sad

@guru I agree with you, long term is the way to go with kpl. You were wise to get in at the right time and at the right price earning you a lucrative yield.

In my opinion even if one enters at the current market price, with the growing economy & increasing client base, intime to come the yield will be handsome making kpl a wise and sound Investment in ones portfolio.

Besides its not everyday that a company of such a stature will restructure & reward its shareholders..
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Sober
#10 Posted : Wednesday, September 29, 2010 1:56:42 PM
Rank: Elder

Joined: 11/27/2007
Posts: 3,604
No supply today. absolutely.
African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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