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PORTFOLIO RESTRUCTURING
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Cde Monomotapa
#41 Posted : Monday, April 18, 2011 10:04:08 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
@YCSN...What do you own. I know only of KCB & EBL. What else?
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sparkly
#42 Posted : Monday, April 18, 2011 10:39:04 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
the deal wrote:
My portifolio returned 60% in the first quater...if it was not for the losses i took in KQ it would have been 70%...Stocks is the only thing that has offered me such kind of returns...or the other business ventures i have tried have ended in failure...i recently tried to go into the IT business...the stock currently piled in my room is a painful remind of 'stick to what you knw best'

Take heart and learn from the positives
Life is short. Live passionately.
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youcan'tstopusnow
#43 Posted : Monday, April 18, 2011 10:53:28 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Cde Monomotapa wrote:
@YCSN...What do you own. I know only of KCB & EBL. What else?

DTB, NIC(Both of which I'm looking to dispose of at the 'right' price). Also don't know how I got stuck with some Kenya-RE Sad After results tutaona. I am a bit heavy on the financials as nothing else excited me for a long time. And hey, I've got great returns from the banks. Had some Mumias which I sold at around 12 and at the current price looking to re-enter to hold. Though I'm just as happy to hold Equity and KCB alone for some time, and even add more. I think people should invest only in companies they believe in and not buy any other stock just for the sake of diversification. Also, KPLC looks great for the future as electricity demand increases. And were the corruption at MOE to ever end (I know, I should stop dreamingsmile) ningenunua KK kesho! Had it once for a quick play when it hit 9 bob a while back. Haya basi! By the way, I'd like to know why you 'favour' Kengen over KPLC
GOD BLESS YOUR LIFE
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  | | Edit by user: Monday, April 18, 2011 10:56 PM | Reason: Not specified
Cde Monomotapa
#44 Posted : Tuesday, April 19, 2011 6:39:00 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
@Cde YCSN...thanks a lot for the response. Seems we both have a fancy for lending out other people's deposits. Mmm...I have to commend u for a portfolio that if I had too, i'd be achieving above Av. sleep daily - thus, indeed investors should invest in Co.s they believe in. MSC lakini...eish boss..MSC has become too hazy for me nowadays. We will exchange notes later. MSC is my mama & baba in this business, back in '03 - '06 mad love. Why KGN? My investment case is that 1.there is insufficiency of Elec.2.power demand growth is "asset backed" by GDP growth, 3.it is a basic need (u pay me every month!!), 4.Under Eddie Njoroge most projects r on time now, 5.and this is the mother..KGN's deliberate efforts toward green energy will begin being rewarded as of next year - when they earn the 1st Carbon Credit cheque...so apart from having a solid core business,,we will have a serious cash cow to boot!
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Cde Monomotapa
#45 Posted : Tuesday, April 19, 2011 6:53:54 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
KPLC, is a good Co. Bought some when the tarriff review was made in 08/09, bei ya kutupa, generous dividends wonderful gains on sale. I am especially confident that prepaid metering will do them very well! (and by extension KGN), KK is the pawn in my portfolio, LIFO pap! when need arises.
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  | | Edit by user: Tuesday, April 19, 2011 7:17 AM | Reason: :-p
Genghis Khan
#46 Posted : Tuesday, April 19, 2011 9:14:42 AM
Rank: Member

Joined: 8/5/2010
Posts: 335
Location: Nairobi
Cde Monomotapa wrote:
@Cde YCSN...thanks a lot for the response. Seems we both have a fancy for lending out other people's deposits. Mmm...I have to commend u for a portfolio that if I had too, i'd be achieving above Av. sleep daily - thus, indeed investors should invest in Co.s they believe in. MSC lakini...eish boss..MSC has become too hazy for me nowadays. We will exchange notes later. MSC is my mama & baba in this business, back in '03 - '06 mad love. Why KGN? My investment case is that 1.there is insufficiency of Elec.2.power demand growth is "asset backed" by GDP growth, 3.it is a basic need (u pay me every month!!), 4.Under Eddie Njoroge most projects r on time now, 5.and this is the mother..KGN's deliberate efforts toward green energy will begin being rewarded as of next year - when they earn the 1st Carbon Credit cheque...so apart from having a solid core business,,we will have a serious cash cow to boot!


Now this i like... haven't heard much about it though, I'll look around...

How are they earning the credits? Biofuel/geothermal/wind???

Any large projects in the works?
"I'd rather be lucky than clever... every time!" - ME
"The problem is not what we don't know... it's what we know for sure that just ain't!" - MARK TWAIN
"Space we can recover... time never!" - NAPOLEON BONAPARTE
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Cde Monomotapa
#47 Posted : Tuesday, April 19, 2011 9:22:56 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
@GK the green projects are mostly Geo-thermal & wind. Go on to www.kengen.co.ke and u'll get all you r looking for thereon. Matter of fact, just download the annual report. Cheers.
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Genghis Khan
#48 Posted : Tuesday, April 19, 2011 9:42:54 AM
Rank: Member

Joined: 8/5/2010
Posts: 335
Location: Nairobi
Cde Monomotapa wrote:
@GK the green projects are mostly Geo-thermal & wind. Go on to www.kengen.co.ke and u'll get all you r looking for thereon. Matter of fact, just download the annual report. Cheers.


sawa, thanks. will read. Am surprised they are not singing from the rooftops about it like mumiassmile
"I'd rather be lucky than clever... every time!" - ME
"The problem is not what we don't know... it's what we know for sure that just ain't!" - MARK TWAIN
"Space we can recover... time never!" - NAPOLEON BONAPARTE
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mkonomtupu
#49 Posted : Tuesday, April 19, 2011 9:46:25 AM
Rank: Veteran

Joined: 2/10/2010
Posts: 1,001
Location: River Road
@Cde you must also add about Kengen that KPLC will have to pay more for the new plants based on wheeling tariff guidelines. Anyway i am increasing both Kengen and KPLC in anticipation of the impending retail power tariffs review which is done every three years. The ERC is expected to review the tariff upwards to compensate for the new power plants which have come on board since the last review in 2008. The last review KPLC got a 21% increase.
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Cde Monomotapa
#50 Posted : Tuesday, April 19, 2011 12:17:17 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Genghis Khan wrote:
Cde Monomotapa wrote:
@GK the green projects are mostly Geo-thermal & wind. Go on to www.kengen.co.ke and u'll get all you r looking for thereon. Matter of fact, just download the annual report. Cheers.


sawa, thanks. will read. Am surprised they are not singing from the rooftops about it like mumiassmile

Most welcome. Njoroge has less political tendencies, he he.
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