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kengen's pbt falls by 50% what is not happening
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Renegade
#11 Posted : Wednesday, October 13, 2010 7:06:33 PM
Rank: Member

Joined: 4/18/2009
Posts: 118
muganda wrote:
Conclusions:
This is a Cost Push Through + Margin Business. It sits at the Cusp of a serious Ramp and Scale Up. Looking ahead, I see a much more muscular Year Ahead.


d'oh! My investment prowess, definitely, cannot muster such a comment, at the moment. The conclusion is from Aly-Khan Satchu.



Muganda, AKS is a piece of work. Always mighty bullish. Folks on this column owe him a debt of gratitude for the way he is always pushed the case for the bulls. On the other hand Bears would eat him alive.
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Afroblk
#12 Posted : Wednesday, October 13, 2010 7:16:09 PM
Rank: New-farer

Joined: 3/3/2010
Posts: 79
This the kind of stock where you put in any excess cash that you have. As for the short term investors, this is the wrong counter. My goal is extended long term investment >5yrs
Knowledge is contagious...Infect truth!
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stocksguru7
#13 Posted : Wednesday, October 13, 2010 8:51:38 PM
Rank: Member

Joined: 6/28/2007
Posts: 38
Unless we get another really private private kengen we will never really know what kengen is capable of , at present its used as a sleeping rug or a mat where you wipe your shoes

we are holding kengen shares
UN PACTUM UN DICTUM
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VituVingiSana
#14 Posted : Wednesday, October 13, 2010 9:50:23 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,350
Location: Nairobi
Renegade wrote:
muganda wrote:
Conclusions:
This is a Cost Push Through + Margin Business. It sits at the Cusp of a serious Ramp and Scale Up. Looking ahead, I see a much more muscular Year Ahead.

d'oh! My investment prowess, definitely, cannot muster such a comment, at the moment. The conclusion is from Aly-Khan Satchu.


Muganda, AKS is a piece of work. Always mighty bullish. Folks on this column owe him a debt of gratitude for the way he is always pushed the case for the bulls. On the other hand Bears would eat him alive.
Wasn't he pushing Safaricom at 6/-? [Well, I guess it made sense at the time until Airtel came in with 3/-]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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PKoli
#15 Posted : Wednesday, October 13, 2010 10:02:13 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
@Waithaka,

The drought did not happen 18 months ago but took almost 18 months and ended late last year. It was one of worst droughts in 50 years!
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The optimist
#16 Posted : Wednesday, October 13, 2010 10:55:05 PM
Rank: Member

Joined: 6/14/2010
Posts: 521
Location: Nairobi
bartum wrote:
thing are nott so rosy at kengen pbt fell from 4.5b to 2.4b, if tax of 1.2b (2.4b for 2008) were charged then the pat would be in the range of 1.2b eps wil be seriously low


Hey @Bartum where are you getting 50% loss. I beg to differ but business daily reports a 5% drop.

Electricity producer, KenGen, has announced a five per cent drop in earnings after poor weather hit its hydro-electric power production, opening way for independent power producers to reap huge profits.....
Read further
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guru267
#17 Posted : Wednesday, October 13, 2010 11:27:33 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
The optimist wrote:
Hey @Bartum where are you getting 50% loss. I beg to differ but business daily reports a 5% drop.

Electricity producer, KenGen, has announced a five per cent drop in earnings after poor weather hit its hydro-electric power production, opening way for independent power producers to reap huge profits.....
Read further


@the optimist there is a difference between PAT and PBT...

Kengens PBT went down 50% and their PAT went down 5%

PBT to me is more important because the tax they pay is not constant....
Mark 12:29
Deuteronomy 4:16
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2012
#18 Posted : Thursday, October 14, 2010 12:05:07 PM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
I think I'd consider buying Kengen @13 before books close to kula that dividend. Dividend of .5 is not too bad @12.5 in the case of Unga but this Unga has no shelf life.

BBI will solve it :)
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mwanahisa
#19 Posted : Thursday, October 14, 2010 12:13:22 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
I have just bought a small chunk at 15.70 and 15.65. I have other bids below these prices and will increase my quantity as it falls. I bet it will not fall below 15.

This is purely for speculation and I have a time frame not exceeding end of January 2011.

I will exit if I can net 10%.
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guru267
#20 Posted : Thursday, October 14, 2010 1:48:13 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
share is being hammered by the NSE.... i dont know what investors were expecting from this counter....

the highest i can dare buy it is 15 so i hope it gets there... i'll put in an order today at that price...
Mark 12:29
Deuteronomy 4:16
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