KPLC - Great results 2010 - Page 3 - Stocks - Wazua

Welcome Guest

Wazua » Investor » Stocks » KPLC - Great results 2010

KPLC - Great results 2010

Options

Previous Topic · Next Topic

VituVingiSana		#21 Posted : Wednesday, March 03, 2010 4:06:07 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		Sheep - Forex adjustment is mainly a pass-thru for KPLC. It collects on behalf of KenGen, IPPs, etc... Same for fuel costs... 1H unit sales were restricted by lack of electricity to sell... There was limited rationing for all users... Hopefully, with rain & increased co-generation (Mumias) that is not a factor in 2H... A better economy in 2010 should see unit sales rise (more hydro expected in 2010)... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\|
User Profile

guru267		#22 Posted : Thursday, March 04, 2010 5:10:25 AM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		sheep wrote: After Gova sells 87% of its preference shares things might not be so rosy,why is Gova bailing out? If they believed in KPLC's future growth they wouldn't sell.Wise to sell just before restructuring fiasco. @sheep why do you think GOK is bailing out??? they do believe in KPLC's future and thats why they are converting the prefs into ordinary shares... GOK currently owns about 40% of KPLC, after the restructuring they will own a little more than 50%... how is that bailing out?? i think you should read more about the restructuring before calling it a fiasco... Mark 12:29 Deuteronomy 4:16
Back to top		\|
User Profile

VituVingiSana		#23 Posted : Thursday, March 04, 2010 5:32:41 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		@sheep - Like @guru said... Stop spreading false rumors... Whereas the Preference Shares are redeemable (at KPLC option)... GoK is converting to Ordinary Shares which are NOT redeemable at KPLC's option... That sounds like a vote of confidence that GoK will give up the preferred dividend for the uncertainty of ordinary dividends... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\|
User Profile

VituVingiSana		#24 Posted : Monday, March 08, 2010 6:46:47 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		I think KPLC is going to break out this week... I expect demand to start flowing in as foreign investors start looking at it anew... Due to the politics involved & the aversion to politics, most buyers are local in KPLC... but it is a matter of time before others get interested... Interim div 3/- (2/-) & final [expected] 7/- (6/-) is a 6%+ yield... I prefer a slow but steady rise rather than huge jumps... Watch this space! Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\| \| Edit by user: Monday, March 08, 2010 8:07 AM \| Reason: Not specified
User Profile

guru267		#25 Posted : Tuesday, March 16, 2010 9:21:33 AM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		VituVingiSana wrote: People are tired of investing (or rather lack of cash)... Great results from KPLC did not even move the price... It was 150/- before the announcement & slightly higher 155/- afterwards... @VVS its up to 182 now... i think further gains are being capped because of uncertainty about restructuring... but i expect the announcement at the end of this week or next week... only then shall we see the real price movement... Mark 12:29 Deuteronomy 4:16
Back to top		\|
User Profile

VituVingiSana		#26 Posted : Friday, July 09, 2010 1:43:39 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		While the focus is on KenolKobil or Equity... folks have forgotten that EOY for KPLC was 30 June so results should be out by (latest) 31 Oct 2010... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\|
User Profile

cnn		#27 Posted : Friday, July 09, 2010 2:02:51 PM
Rank: Veteran Joined: 6/17/2009 Posts: 1,627		They failed to keep their word.The restructuring details were to be made in the first quarter this year.A good counter but i was not ready to be caught in the unknown,so i will wait until they make public the conversion ratios.
Back to top		\|
User Profile

guru267		#28 Posted : Friday, July 09, 2010 4:01:29 PM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		cnn wrote: They failed to keep their word.The restructuring details were to be made in the first quarter this year.A good counter but i was not ready to be caught in the unknown,so i will wait until they make public the conversion ratios. @cnn i've heard a few rumors that might have caused the buying frenzy at 200bob that i'll share... there is word going around that KPLC is leaving the announcement for the time when they announce their EOY because they are planning a number of strategies to entice investors like a bonus issue or very high dividends.... but there is definitely a reason why they have chosen to wait this long because they have already gotten CMA approval... Mark 12:29 Deuteronomy 4:16
Back to top		\|
User Profile

VituVingiSana		#29 Posted : Friday, July 09, 2010 8:11:12 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		guru267 wrote: cnn wrote: They failed to keep their word.The restructuring details were to be made in the first quarter this year.A good counter but i was not ready to be caught in the unknown,so i will wait until they make public the conversion ratios. @cnn i've heard a few rumors that might have caused the buying frenzy at 200bob that i'll share... there is word going around that KPLC is leaving the announcement for the time when they announce their EOY because they are planning a number of strategies to entice investors like a bonus issue or very high dividends.... but there is definitely a reason why they have chosen to wait this long because they have already gotten CMA approval... People... It is not KPLC but the GoK that has to determine what they want! As a shareholder I will REFUSE anything less than 300/- as the conversion price! The 'delay' will help us coz KPLC will show better profits making it harder for GoK to screw us with a Conversion Price of 200/-... GoK has to propose a conversion price, then KPLC has to come to the shareholders (Yes, the minority shareholders too)... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\| \| Edit by user: Friday, July 09, 2010 8:12 PM \| Reason: Not specified
User Profile

qw25041985		#30 Posted : Friday, July 09, 2010 9:24:36 PM
Rank: User Joined: 5/9/2010 Posts: 1,418 Location: Nai		@ the deal .@ vvs , @ guru . What is the target price since they hav released their results. Your future depends on your dreams so go to sleep !
Back to top		\|
User Profile

12 Pages<12345>»

Wazua » Investor » Stocks » KPLC - Great results 2010

Forum Jump

You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Watch this topic
Print this topic

Normal
Threaded