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Kenya Power FY 2017/2018
Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi
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obiero wrote:VituVingiSana wrote:lochaz-index wrote:Kenya Power is a very good/reliable proxy for political risk in KE and the (mis)management that comes with any regime. It could be a better barometer if shorting was possible. My aversion to GoK-controlled firms, despite my holdings in KenRe, is well documented. Thanks to @KDoDo for the accurate info. I hope KPLC is "revived" given I own 1/50,000,000 of it! Will the "new" scrutiny that the Mgmt is under help? Or will it the same old, same old? Your misfortunes with ARM, KQ, Olympia and Flame Tree are equally well documented, to mention but a few.. Yes! I have made many mistakes but thankfully none of the above have been devastating. KQ & Olympia were my biggest disappointments but selling out was  . ARM is under administration so valued at "zero". FTGH (very small portfolio) is profitable. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
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VituVingiSana wrote:lochaz-index wrote:Kenya Power is a very good/reliable proxy for political risk in KE and the (mis)management that comes with any regime. It could be a better barometer if shorting was possible. My aversion to GoK-controlled firms, despite my holdings in KenRe, is well documented. Thanks to @KDoDo for the accurate info. I hope KPLC is "revived" given I own 1/50,000,000 of it! Will the "new" scrutiny that the Mgmt is under help? Or will it the same old, same old? Some faith in one Jared Othieno. I will be patient because of him. Then the corruption purge by one Noordin Haji and the period before 2022. im sure i will pay school fees. Towards the goal of financial freedom
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Rank: Member Joined: 4/21/2015 Posts: 151
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obiero wrote:VituVingiSana wrote:lochaz-index wrote:Kenya Power is a very good/reliable proxy for political risk in KE and the (mis)management that comes with any regime. It could be a better barometer if shorting was possible. My aversion to GoK-controlled firms, despite my holdings in KenRe, is well documented. Thanks to @KDoDo for the accurate info. I hope KPLC is "revived" given I own 1/50,000,000 of it! Will the "new" scrutiny that the Mgmt is under help? Or will it the same old, same old? Your misfortunes with ARM, KQ, Olympia and Flame Tree are equally well documented, to mention but a few.. This duel needs to settle now! It is well documented in most threads and someone needs to take the higher road. Handshake anyone?
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Rank: Veteran Joined: 9/18/2014 Posts: 1,127
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VituVingiSana wrote:lochaz-index wrote:Kenya Power is a very good/reliable proxy for political risk in KE and the (mis)management that comes with any regime. It could be a better barometer if shorting was possible. My aversion to GoK-controlled firms, despite my holdings in KenRe, is well documented. Thanks to @KDoDo for the accurate info. I hope KPLC is "revived" given I own 1/50,000,000 of it! Will the "new" scrutiny that the Mgmt is under help? Or will it the same old, same old? I don't think much will change. I'm salivating at the shorting prospects if NSE had an ETF of GoK firms(owned, controlled and managed) eg kplc, kq, kengen, eapc, mumias, Kenya re, nbk in a single index...the returns since 2015 would have been quite stellar. Due to its broad based composition it would accurately track GoK/political risk/performance as opposed to a single stock pricing/financial performance. The main purpose of the stock market is to make fools of as many people as possible.
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Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi
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lochaz-index wrote:VituVingiSana wrote:lochaz-index wrote:Kenya Power is a very good/reliable proxy for political risk in KE and the (mis)management that comes with any regime. It could be a better barometer if shorting was possible. My aversion to GoK-controlled firms, despite my holdings in KenRe, is well documented. Thanks to @KDoDo for the accurate info. I hope KPLC is "revived" given I own 1/50,000,000 of it! Will the "new" scrutiny that the Mgmt is under help? Or will it the same old, same old? I don't think much will change. I'm salivating at the shorting prospects if NSE had an ETF of GoK firms(owned, controlled and managed) eg kplc, kq, kengen, eapc, mumias, Kenya re, nbk in a single index...the returns since 2015 would have been quite stellar. Due to its broad based composition it would accurately track GoK/political risk/performance as opposed to a single stock pricing/financial performance. #TukoPamoja Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi
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VituVingiSana wrote:lochaz-index wrote:VituVingiSana wrote:lochaz-index wrote:Kenya Power is a very good/reliable proxy for political risk in KE and the (mis)management that comes with any regime. It could be a better barometer if shorting was possible. My aversion to GoK-controlled firms, despite my holdings in KenRe, is well documented. Thanks to @KDoDo for the accurate info. I hope KPLC is "revived" given I own 1/50,000,000 of it! Will the "new" scrutiny that the Mgmt is under help? Or will it the same old, same old? I don't think much will change. I'm salivating at the shorting prospects if NSE had an ETF of GoK firms(owned, controlled and managed) eg kplc, kq, kengen, eapc, mumias, Kenya re, nbk in a single index...the returns since 2015 would have been quite stellar. Due to its broad based composition it would accurately track GoK/political risk/performance as opposed to a single stock pricing/financial performance. #TukoPamoja This @lochaz-index character seems quite woke.. A real analyst
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi
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AndyC wrote:obiero wrote:VituVingiSana wrote:lochaz-index wrote:Kenya Power is a very good/reliable proxy for political risk in KE and the (mis)management that comes with any regime. It could be a better barometer if shorting was possible. My aversion to GoK-controlled firms, despite my holdings in KenRe, is well documented. Thanks to @KDoDo for the accurate info. I hope KPLC is "revived" given I own 1/50,000,000 of it! Will the "new" scrutiny that the Mgmt is under help? Or will it the same old, same old? Your misfortunes with ARM, KQ, Olympia and Flame Tree are equally well documented, to mention but a few.. This duel needs to settle now! It is well documented in most threads and someone needs to take the higher road. Handshake anyone? I will offer a handshake on 01.01.2019, for now its teke kwa teke..
KQ ABP 4.26
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Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi
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obiero wrote:AndyC wrote:obiero wrote:VituVingiSana wrote:lochaz-index wrote:Kenya Power is a very good/reliable proxy for political risk in KE and the (mis)management that comes with any regime. It could be a better barometer if shorting was possible. My aversion to GoK-controlled firms, despite my holdings in KenRe, is well documented. Thanks to @KDoDo for the accurate info. I hope KPLC is "revived" given I own 1/50,000,000 of it! Will the "new" scrutiny that the Mgmt is under help? Or will it the same old, same old? Your misfortunes with ARM, KQ, Olympia and Flame Tree are equally well documented, to mention but a few.. This duel needs to settle now! It is well documented in most threads and someone needs to take the higher road. Handshake anyone? I will offer a handshake on 01.01.2019, for now its teke kwa teke.. I am waiting for my handcheque from Rubis Perhaps in 1-2 years, Seaboard may come around with a better offer but I will have to do with a dividend in 2019. If I am very lucky then Dangote may throw me some crumbs for ARM. I am looking forward to 2019. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 11/13/2015 Posts: 1,654
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lochaz-index wrote:VituVingiSana wrote:lochaz-index wrote:Kenya Power is a very good/reliable proxy for political risk in KE and the (mis)management that comes with any regime. It could be a better barometer if shorting was possible. My aversion to GoK-controlled firms, despite my holdings in KenRe, is well documented. Thanks to @KDoDo for the accurate info. I hope KPLC is "revived" given I own 1/50,000,000 of it! Will the "new" scrutiny that the Mgmt is under help? Or will it the same old, same old? I don't think much will change. I'm salivating at the shorting prospects if NSE had an ETF of GoK firms(owned, controlled and managed) eg kplc, kq, kengen, eapc, mumias, Kenya re, nbk in a single index...the returns since 2015 would have been quite stellar. Due to its broad based composition it would accurately track GoK/political risk/performance as opposed to a single stock pricing/financial performance. Quote:Electricity sales grew by 2.3% from 8,272 million units the previous year, to 8,459 million
units in the period under review due to an expanded customer base. This is the only stat I look at together with cement consumption. In the last year of Kibaki electricity sales was growing 8%. Throw 3 trillion shillings in debt and you end up with 2.3% growth.  shit-storm is coming
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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wukan wrote:lochaz-index wrote:VituVingiSana wrote:lochaz-index wrote:Kenya Power is a very good/reliable proxy for political risk in KE and the (mis)management that comes with any regime. It could be a better barometer if shorting was possible. My aversion to GoK-controlled firms, despite my holdings in KenRe, is well documented. Thanks to @KDoDo for the accurate info. I hope KPLC is "revived" given I own 1/50,000,000 of it! Will the "new" scrutiny that the Mgmt is under help? Or will it the same old, same old? I don't think much will change. I'm salivating at the shorting prospects if NSE had an ETF of GoK firms(owned, controlled and managed) eg kplc, kq, kengen, eapc, mumias, Kenya re, nbk in a single index...the returns since 2015 would have been quite stellar. Due to its broad based composition it would accurately track GoK/political risk/performance as opposed to a single stock pricing/financial performance. Quote:Electricity sales grew by 2.3% from 8,272 million units the previous year, to 8,459 million
units in the period under review due to an expanded customer base. This is the only stat I look at together with cement consumption. In the last year of Kibaki electricity sales was growing 8%. Throw 3 trillion shillings in debt and you end up with 2.3% growth. shit-storm is coming @wukan Very very well explained hapo admin wukan be promoted to a veteran Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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