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KenGen HY 2017/2018
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sparkly
#61 Posted : Thursday, October 18, 2018 3:37:13 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Holding on at 7.00. Market is expecting good things.
Life is short. Live passionately.
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Ericsson
#62 Posted : Thursday, October 18, 2018 3:58:24 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
sparkly wrote:
Holding on at 7.00. Market is expecting good things.


Full year results
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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KaunganaDoDo
#63 Posted : Thursday, October 18, 2018 4:02:24 PM
Rank: Member


Joined: 8/6/2018
Posts: 292
Ericsson wrote:
sparkly wrote:
Holding on at 7.00. Market is expecting good things.


Full year results


DIVIDEND
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Ericsson
#64 Posted : Thursday, October 18, 2018 4:04:01 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
KaunganaDoDo wrote:
Ericsson wrote:
sparkly wrote:
Holding on at 7.00. Market is expecting good things.


Full year results


DIVIDEND


From your sources how much is it?
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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KaunganaDoDo
#65 Posted : Thursday, October 18, 2018 4:20:00 PM
Rank: Member


Joined: 8/6/2018
Posts: 292
Ericsson wrote:
KaunganaDoDo wrote:
Ericsson wrote:
sparkly wrote:
Holding on at 7.00. Market is expecting good things.


Full year results


DIVIDEND


From your sources how much is it?


DONT HAVE MUCH INFO...SINCE KPLC IS NOT PAYING ANY DIVIDEND, KENGEN SHOULD ATLEAST
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Ericsson
#66 Posted : Thursday, October 18, 2018 7:58:54 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
KaunganaDoDo wrote:
Ericsson wrote:
KaunganaDoDo wrote:
Ericsson wrote:
sparkly wrote:
Holding on at 7.00. Market is expecting good things.


Full year results


DIVIDEND


From your sources how much is it?


DONT HAVE MUCH INFO...SINCE KPLC IS NOT PAYING ANY DIVIDEND, KENGEN SHOULD ATLEAST

Treasury/GoK ipate kitu
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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sparkly
#67 Posted : Friday, October 19, 2018 7:43:13 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ericsson wrote:
KaunganaDoDo wrote:
Ericsson wrote:
KaunganaDoDo wrote:
Ericsson wrote:
sparkly wrote:
Holding on at 7.00. Market is expecting good things.


Full year results


DIVIDEND


From your sources how much is it?


DONT HAVE MUCH INFO...SINCE KPLC IS NOT PAYING ANY DIVIDEND, KENGEN SHOULD ATLEAST

Treasury/GoK ipate kitu


Crossing fingures for at least 40 cents.
Life is short. Live passionately.
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BKB
#68 Posted : Friday, October 19, 2018 10:23:49 AM
Rank: New-farer


Joined: 1/14/2015
Posts: 16
Location: Ngamia 1
Supply is drying up - there are >2 buyers for every one seller in the market at the moment. The bulls are taking charge. That dividend will be the icing on the cake.
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Angelica _ann
#69 Posted : Friday, October 19, 2018 10:37:37 AM
Rank: Elder


Joined: 12/7/2012
Posts: 11,901
Guys will be left holding another GoK monkey.smile
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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sparkly
#70 Posted : Friday, October 19, 2018 11:18:06 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Angelica _ann wrote:
Guys will be left holding another GoK monkey.smile


Let's see after the results. I expect PAT to be in the region of 1.2-1.4 per share.
Life is short. Live passionately.
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Ericsson
#71 Posted : Saturday, October 20, 2018 8:25:19 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
sparkly wrote:
Angelica _ann wrote:
Guys will be left holding another GoK monkey.smile


Let's see after the results. I expect PAT to be in the region of 1.2-1.4 per share.


Dividend will be in the region 0.15-0.25 per share
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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sparkly
#72 Posted : Sunday, October 21, 2018 8:59:14 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ericsson wrote:
sparkly wrote:
Angelica _ann wrote:
Guys will be left holding another GoK monkey.smile


Let's see after the results. I expect PAT to be in the region of 1.2-1.4 per share.


Dividend will be in the region 0.15-0.25 per share


If they don't pay a dividend, there will be a mass exodus.
Life is short. Live passionately.
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Muthawamunene
#73 Posted : Sunday, October 21, 2018 9:09:06 AM
Rank: Member


Joined: 1/3/2011
Posts: 264
Location: Nairobi
sparkly wrote:
Ericsson wrote:
sparkly wrote:
Angelica _ann wrote:
Guys will be left holding another GoK monkey.smile


Let's see after the results. I expect PAT to be in the region of 1.2-1.4 per share.


Dividend will be in the region 0.15-0.25 per share


If they don't pay a dividend, there will be a mass exodus.


I give it a 0.2 chance of dividend.
In other terms, the chances of a dividend are slim.
This is due to the following:
- The hawkish nature of the managing director; Rebecca Miano. That woman radiates delayed gratification; which is a good thing in the long run.
- A list of capital intensive projects with commissioning dates between 2019 and 2020.

I would prescribe a slow accumulation on this counter over the years.

Disruption by new market entrants (300 MW Lake Turkana Wind Power Project) and a depressed manufacturing sector are the major threats to this counter.

It will be interesting to see how this part of the play turns out.
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sparkly
#74 Posted : Sunday, October 21, 2018 10:58:38 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Muthawamunene wrote:
sparkly wrote:
Ericsson wrote:
sparkly wrote:
Angelica _ann wrote:
Guys will be left holding another GoK monkey.smile


Let's see after the results. I expect PAT to be in the region of 1.2-1.4 per share.


Dividend will be in the region 0.15-0.25 per share


If they don't pay a dividend, there will be a mass exodus.


I give it a 0.2 chance of dividend.
In other terms, the chances of a dividend are slim.
This is due to the following:
- The hawkish nature of the managing director; Rebecca Miano. That woman radiates delayed gratification; which is a good thing in the long run. Treasury, the main Shareholder not the MD calls the shot on dividend payment
- A list of capital intensive projects with commissioning dates between 2019 and 2020. mostly funded with concessionary debt. Kengen should be able to generate cash for the Equity holders using the debt leverage

I would prescribe a slow accumulation on this counter over the years.

Disruption by new market entrants (300 MW Lake Turkana Wind Power Project) Kengen gets paid for all installed and supplied power based on tariffs fixed by ERC. New power from LTWP doesn't affect Kengen income and a depressed manufacturing sector are the major threats to this counter. Kenya still running power deficit. Imports from Uganda. Room for growth

It will be interesting to see how this part of the play turns out.

Life is short. Live passionately.
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TNT
#75 Posted : Sunday, October 21, 2018 11:50:31 AM
Rank: Member


Joined: 5/22/2009
Posts: 206
Muthawamunene wrote:
sparkly wrote:
Ericsson wrote:
sparkly wrote:
Angelica _ann wrote:
Guys will be left holding another GoK monkey.smile


Let's see after the results. I expect PAT to be in the region of 1.2-1.4 per share.


Dividend will be in the region 0.15-0.25 per share


If they don't pay a dividend, there will be a mass exodus.


I give it a 0.2 chance of dividend.
In other terms, the chances of a dividend are slim.
This is due to the following:
- The hawkish nature of the managing director; Rebecca Miano. That woman radiates delayed gratification; which is a good thing in the long run.
- A list of capital intensive projects with commissioning dates between 2019 and 2020.

I would prescribe a slow accumulation on this counter over the years.

Disruption by new market entrants (300 MW Lake Turkana Wind Power Project) and a depressed manufacturing sector are the major threats to this counter.

It will be interesting to see how this part of the play turns out.


If counties can generate and sell their own power like Kiraitu is attempting to do in Meru, that would be a game changer.
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Angelica _ann
#76 Posted : Sunday, October 21, 2018 10:46:55 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,901
Left this monkey in 2014, what has been the divided payout since?
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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sparkly
#77 Posted : Monday, October 22, 2018 7:07:42 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Angelica _ann wrote:
Left this monkey in 2014, what has been the divided payout since?


They stopped paying dividend after the Rights issue.

Yaani bondholders have been getting 12.5% tax free while shareholders get lunch packs and umbrellas.
Life is short. Live passionately.
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Ericsson
#78 Posted : Wednesday, October 24, 2018 7:20:50 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
Looks like FY results will be out next week at the last day of the month.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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tandich
#79 Posted : Wednesday, October 24, 2018 7:52:46 AM
Rank: Member


Joined: 5/6/2008
Posts: 199
sparkly wrote:
Angelica _ann wrote:
Left this monkey in 2014, what has been the divided payout since?


They stopped paying dividend after the Rights issue.

Yaani bondholders have been getting 12.5% tax free while shareholders get lunch packs and umbrellas.


Damned if they pay: compensating tax
Damned if they don't: shareholders cry
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Pesa Nane
#80 Posted : Wednesday, October 24, 2018 10:51:59 AM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Ericsson wrote:
Looks like FY results will be out next week at the last day of the month.


Tune in Friday 26 October 2018
Pesa Nane plans to be shilingi when he grows up.
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