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Rank: Elder Joined: 6/2/2011 Posts: 4,824 Location: -1.2107, 36.8831
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Mastermind wrote:dunkang wrote:KPLC
Especially now that they have been told to put their house in order (i.e. be efficient) and there is no viable alternative to KPLC, atleast for the next 20 years!
Do you see how the mombasa port has improved after the sack warnings? The future of KPLC is uncertain especially after Mps voted for that motion which seeks to liberalise power distribution in the country. I will pick KenGen over KPLC in the energy sector. So you think starting a power distribution company is as easy as starting a mobile telco? With the sensitivity of raising electricity bills, do you think any investor would dare start a KPLC alternative? Just forget about competition in power distribution! Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 3/19/2013 Posts: 2,552
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I used to believe the same.Energy generation is under threat if we consider renewable energy.Even if we remove renewable energy from the equation Kengen doesn't have a monopoly in energy generation(long-term) and that plays well for KPLC as they become both a monopsony and a monopoly in energy distribution.I say this because the infrastructure needed for energy distribution is an issue.But then again both face a threat because of advances in renewable energy which might eliminate both the distributor and generator from the equation.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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symbols wrote:I used to believe the same.Energy generation is under threat if we consider renewable energy.Even if we remove renewable energy from the equation Kengen doesn't have a monopoly in energy generation(long-term) and that plays well for KPLC as they become both a monopsony and a monopoly in energy distribution.I say this because the infrastructure needed for energy distribution is an issue.But then again both face a threat because of advances in renewable energy which might eliminate both the distributor and generator from the equation.
Renewable energy =? Unless definition has changed Wind, Geothermal, Biomass, Hydro - Water, Solar are renewable energy sources "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 6/2/2011 Posts: 4,824 Location: -1.2107, 36.8831
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symbols wrote:I used to believe the same.Energy generation is under threat if we consider renewable energy.Even if we remove renewable energy from the equation Kengen doesn't have a monopoly is energy generation(long-term) and that plays well for KPLC as they become both a monopsony and a monopoly in energy distribution.I say this because the infrastructure needed for energy distribution is an issue.But then again both face a threat because of advances in renewable energy which might eliminate both the distributor and generator from the equation.
Boss, are talking about 50 years to come or is it 10? KPLC can only be eliminated by energy generated at household level, not wind farms, solar farms nor nuclear power plants. Not unless you are raying there will be portable nuclear power generator since solar and wind are not a viable threat! Or implying diesel gensets? KPLC is here to stay and KENGEN's life is dependent on it! Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 3/19/2013 Posts: 2,552
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murchr wrote:symbols wrote:I used to believe the same.Energy generation is under threat if we consider renewable energy.Even if we remove renewable energy from the equation Kengen doesn't have a monopoly in energy generation(long-term) and that plays well for KPLC as they become both a monopsony and a monopoly in energy distribution.I say this because the infrastructure needed for energy distribution is an issue.But then again both face a threat because of advances in renewable energy which might eliminate both the distributor and generator from the equation.
Renewable energy =? Yes renewable energy.Energy is a central theme in all human civilizations whether it is through labour(food) or technology.Our energy needs are just increasing whether through communication,transportation....with billions of people adding pressure on our current capacity.In my view renewable energy has become a necessity.From the smartphone,laptop,car....the profits will induce innovation rather than struggling with tar sands and shale oil that pollute the environment.
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Rank: Elder Joined: 3/19/2013 Posts: 2,552
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dunkang wrote:symbols wrote:I used to believe the same.Energy generation is under threat if we consider renewable energy.Even if we remove renewable energy from the equation Kengen doesn't have a monopoly is energy generation(long-term) and that plays well for KPLC as they become both a monopsony and a monopoly in energy distribution.I say this because the infrastructure needed for energy distribution is an issue.But then again both face a threat because of advances in renewable energy which might eliminate both the distributor and generator from the equation.
Boss, are talking about 50 years to come or is it 10? KPLC can only be eliminated by energy generated at household level, not wind farms, solar farms nor nuclear power plants. Not unless you are raying there will be portable nuclear power generator since solar and wind are not a viable threat! Or implying diesel gensets? KPLC is here to stay and KENGEN's life is dependent on it! I agree currently nothing looks viable on the household level.What I base my assumption on is something we can't deny,we are advancing at an exponential rate.We are advancing faster and those advancements are feeding on each other.Just look at the past decade.Considering that,the next 50 years might be easily be achieved within the next 10 years.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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symbols wrote:murchr wrote:symbols wrote:I used to believe the same.Energy generation is under threat if we consider renewable energy.Even if we remove renewable energy from the equation Kengen doesn't have a monopoly in energy generation(long-term) and that plays well for KPLC as they become both a monopsony and a monopoly in energy distribution.I say this because the infrastructure needed for energy distribution is an issue.But then again both face a threat because of advances in renewable energy which might eliminate both the distributor and generator from the equation.
Renewable energy =? Yes renewable energy.Energy is a central theme in all human civilizations whether it is through labour(food) or technology.Our energy needs are just increasing whether through communication,transportation....with billions of people adding pressure on our current capacity.In my view renewable energy has become a necessity. Ahem...so how is energy generation under threat? I fall in love with Kengen by the day, look at how they've positioned themselves wind farms, geothermal, hydro, by hiving off GDC, the risk associated with drilling a miss is mitigated. Once the exploitation of gas begins, diesel will be substituted for gas in Kipevu. Cant wait for the Biomass project that they're planning to start with NCC If we're going to have light rails soon in Nairobi, then we need an overwhelming supply of Energy "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 3/19/2013 Posts: 2,552
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murchr wrote:symbols wrote:murchr wrote:symbols wrote:I used to believe the same.Energy generation is under threat if we consider renewable energy.Even if we remove renewable energy from the equation Kengen doesn't have a monopoly in energy generation(long-term) and that plays well for KPLC as they become both a monopsony and a monopoly in energy distribution.I say this because the infrastructure needed for energy distribution is an issue.But then again both face a threat because of advances in renewable energy which might eliminate both the distributor and generator from the equation.
Renewable energy =? Yes renewable energy.Energy is a central theme in all human civilizations whether it is through labour(food) or technology.Our energy needs are just increasing whether through communication,transportation....with billions of people adding pressure on our current capacity.In my view renewable energy has become a necessity. Ahem...so how is energy generation under threat? I fall in love with Kengen by the day, look at how they've positioned themselves wind farms, geothermal, hydro, by hiving off GDC, the risk associated with drilling a miss is mitigated. Once the exploitation of gas begins, diesel will be substituted for gas in Kipevu. Cant wait for the Biomass project that they're planning to start with NCC If we're going to have light rails soon in Nairobi, then we need an overwhelming supply of Energy Exactly,transportation,communication,health,entertainment....name it all come back to energy.There is a huge demand for energy and we still don't have the capacity to cater for it.The global economy can't sustain growth without increasing efficiency and output.Though I'm not saying Kengen or Kplc won't be profitable,I'm just saying their profitability might come under threat. The best example I can give is computers.They have become smaller,faster and personalized.The current technology today on a smartphone is incomparable to 10,20,30 years before.Energy generation is the same.It still seems viable on a large scale but so did computers.Energy generation will face the same problem,efficiency to scale.I believe innovation will always prevail when backed by necessity.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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For me... 1. Housing finance (assuming a P/E ratio of 10 and a shs6 Billion PAT in 2023) 2. Kenya re (assuming a P/E ratio of 10 and a PAT of shs12 Billion in 2023) 3. Co op (assuming a P/E ratio of 15 and a PAT of shs45 Billion in 2023) 4. Bamburi (assuming a P/E ratio of 15 and a PAT of shs55 Billion in 2023) If the market P/E ratios at the time are through the roof the better!  I challenge other wazuans to back their 10 bagger picks with numbers! Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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symbols wrote:murchr wrote:symbols wrote:murchr wrote:symbols wrote:I used to believe the same.Energy generation is under threat if we consider renewable energy.Even if we remove renewable energy from the equation Kengen doesn't have a monopoly in energy generation(long-term) and that plays well for KPLC as they become both a monopsony and a monopoly in energy distribution.I say this because the infrastructure needed for energy distribution is an issue.But then again both face a threat because of advances in renewable energy which might eliminate both the distributor and generator from the equation.
Renewable energy =? Yes renewable energy.Energy is a central theme in all human civilizations whether it is through labour(food) or technology.Our energy needs are just increasing whether through communication,transportation....with billions of people adding pressure on our current capacity.In my view renewable energy has become a necessity. Ahem...so how is energy generation under threat? I fall in love with Kengen by the day, look at how they've positioned themselves wind farms, geothermal, hydro, by hiving off GDC, the risk associated with drilling a miss is mitigated. Once the exploitation of gas begins, diesel will be substituted for gas in Kipevu. Cant wait for the Biomass project that they're planning to start with NCC If we're going to have light rails soon in Nairobi, then we need an overwhelming supply of Energy Exactly,transportation,communication,health,entertainment....name it all come back to energy.There is a huge demand for energy and we still don't have the capacity to cater for it.The global economy can't sustain growth without increasing efficiency and output.Though I'm not saying Kengen or Kplc won't be profitable,I'm just saying their profitability might come under threat. The best example I can give is computers.They have become smaller,faster and personalized.The current technology today on a smartphone is incomparable to 10,20,30 years before.Energy generation is the same.It still seems viable on a large scale but so did computers.Energy generation will face the same problem,efficiency to scale.I believe innovation will always prevail when backed by necessity. If technology makes it easier and efficient to harness energy the better, what will be required for them is to adapt with the changes. "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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