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Top performing company 3rd Q
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Seles83
#11 Posted : Wednesday, October 21, 2009 11:15:00 AM
Rank: Member

Joined: 11/9/2007
Posts: 288
Location: OZ
Parable:-

In a certain place in Kenya called Olkorrok north of Olekajiado,farmers are not allowed to directly sell or consume milk themselves. The only registred and licensed milk dealer is Kamau. and Kamau sets the price of buying price from farmers and selling price to farmers themselves and to rest of the consumers.

Farmers:- Kengen

Kamau:- KPLC


In the end....nothing really matters!!
More monies, more problems...
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VituVingiSana
#12 Posted : Wednesday, October 21, 2009 11:37:00 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
kengen is allowed to sell to the public lakini they need the lines... KPLC owns the roads...

Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Scubidu
#13 Posted : Wednesday, October 21, 2009 1:11:00 PM
Rank: Veteran

Joined: 9/4/2009
Posts: 700
Location: Nairobi
What happens if others can be licensed to build transmission lines...does that change the dynamic? This is the on-going experiment with Lake Turkana Wind Power and will change the way investors look at energy markets in Africa. The competitve advantages (aka moat) enjoyed by the market players KenGen (Generation),Kentraco (Transmission) & KPLC (Distribution) may not be so clear cut then.

SCUBI
“We are the middle children of history man, no purpose or place. We have no great war, no great depression. Our great war is a spiritual war, our great depression is our lives!" – Tyler Durden
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VituVingiSana
#14 Posted : Wednesday, October 21, 2009 4:49:00 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Well... in many countries the 'producer' can sell directly to consumers... of course,these tend to be the larger consumers... e.g. supplies to Bamburi or Bidco's factories... KPLC has the infrastructure for retail distribution... Kentraco is the 'bridge' between producers (eg IPPs,KenGen) & KPLC or possibly the larger consumers...

Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mv ufanisi
#15 Posted : Wednesday, October 21, 2009 6:31:00 PM
Rank: Member

Joined: 12/13/2006
Posts: 108
Before the results start coming in;
your pick for top performing company in 3rd quarter i.e. profit growth
My bet: Mumias


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Seles83
#16 Posted : Thursday, October 22, 2009 5:54:00 AM
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Joined: 11/9/2007
Posts: 288
Location: OZ
KPLC,HFCK and MSC

In the end....nothing really matters!!
More monies, more problems...
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mv ufanisi
#17 Posted : Thursday, October 22, 2009 7:51:00 AM
Rank: Member

Joined: 12/13/2006
Posts: 108
@seles
If u had to make one pick what would it be?
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Seles83
#18 Posted : Thursday, October 22, 2009 8:14:00 AM
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Joined: 11/9/2007
Posts: 288
Location: OZ
for what duration?

In the end....nothing really matters!!
More monies, more problems...
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mv ufanisi
#19 Posted : Thursday, October 22, 2009 8:41:00 AM
Rank: Member

Joined: 12/13/2006
Posts: 108
I'm referring to the best performing company in the 3rd quarter.
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VituVingiSana
#20 Posted : Thursday, October 22, 2009 5:44:00 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Well the 3Q is over (except for the announcement of results). Only banks,EA Cables & Total seem to report quarterly results. I wish all firms had to do so.
*** Note when I say 4Q I mean calendar Qs.

Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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