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KENGEN 2021-2025
Ericsson
#121 Posted : Tuesday, October 24, 2023 6:36:35 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
kawi254 wrote:
Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
My 2 cents
#122 Posted : Friday, October 27, 2023 8:16:26 PM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,066
30 cents dividend payable 15th Feb 2024
obiero
#123 Posted : Saturday, October 28, 2023 9:12:50 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,501
Location: nairobi
Ericsson wrote:
kawi254 wrote:
Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
HaMaina
#124 Posted : Friday, November 03, 2023 2:50:38 PM
Rank: Veteran


Joined: 4/23/2014
Posts: 909
obiero wrote:
Ericsson wrote:
kawi254 wrote:
Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results


KenGen Dividends @ Ksh 0.30, which is more than 10% of the current price. This I think is not a bad buy.
“You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” - Ben Graham
Ericsson
#125 Posted : Friday, November 03, 2023 3:11:34 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
HaMaina wrote:
obiero wrote:
Ericsson wrote:
kawi254 wrote:
Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results


KenGen Dividends @ Ksh 0.30, which is more than 10% of the current price. This I think is not a bad buy.


Plus the heavy rains pounding the country.
But the NSE is unpredictable.

Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
stocksmaster
#126 Posted : Monday, November 06, 2023 10:25:18 AM
Rank: Member


Joined: 9/26/2006
Posts: 403
Location: CENTRAL PROVINCE
HaMaina wrote:
obiero wrote:
Ericsson wrote:
kawi254 wrote:
Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results


KenGen Dividends @ Ksh 0.30, which is more than 10% of the current price. This I think is not a bad buy.


Only reasonable 'buy' now is any stock that has a dividend yield that equals the 6.5 years IFB (at around 16%).....and remember that entire dividend yield will be factored in the current price such that as the stock goes ex-dividend with books closure, the price retracts at least with the equivalence of the dividend (e.g once Kengen closes books, you can be assured the price will drop by at least Ksh 0.3 and may not recover until next dividend announcement which maybe lower with the current economic environment).

Happy Hunting
Ericsson
#127 Posted : Monday, November 06, 2023 11:11:33 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
stocksmaster wrote:
HaMaina wrote:
obiero wrote:
Ericsson wrote:
kawi254 wrote:
Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results


KenGen Dividends @ Ksh 0.30, which is more than 10% of the current price. This I think is not a bad buy.


Only reasonable 'buy' now is any stock that has a dividend yield that equals the 6.5 years IFB (at around 16%).....and remember that entire dividend yield will be factored in the current price such that as the stock goes ex-dividend with books closure, the price retracts at least with the equivalence of the dividend (e.g once Kengen closes books, you can be assured the price will drop by at least Ksh 0.3 and may not recover until next dividend announcement which maybe lower with the current economic environment).

Happy Hunting


364-day treasury bill rate is a better gauge.
Check the prevailing rate as per the week the company is announcing dividend.
6.5 years is fixed for the tenure while dividend might change on a yearly basis
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
My 2 cents
#128 Posted : Monday, November 06, 2023 5:29:46 PM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,066
stocksmaster wrote:
HaMaina wrote:
obiero wrote:
Ericsson wrote:
kawi254 wrote:
Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results


KenGen Dividends @ Ksh 0.30, which is more than 10% of the current price. This I think is not a bad buy.


Only reasonable 'buy' now is any stock that has a dividend yield that equals the 6.5 years IFB (at around 16%).....and remember that entire dividend yield will be factored in the current price such that as the stock goes ex-dividend with books closure, the price retracts at least with the equivalence of the dividend (e.g once Kengen closes books, you can be assured the price will drop by at least Ksh 0.3 and may not recover until next dividend announcement which maybe lower with the current economic environment).

Happy Hunting


Thats asking too much, considering stocks also have the possibility of capital appreciation over the longterm (not shortterm).
VituVingiSana
#129 Posted : Tuesday, November 07, 2023 11:27:19 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
stocksmaster wrote:
HaMaina wrote:
obiero wrote:
Ericsson wrote:
kawi254 wrote:
Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results


KenGen Dividends @ Ksh 0.30, which is more than 10% of the current price. This I think is not a bad buy.


Only reasonable 'buy' now is any stock that has a dividend yield that equals the 6.5 years IFB (at around 16%).....and remember that entire dividend yield will be factored in the current price such that as the stock goes ex-dividend with books closure, the price retracts at least with the equivalence of the dividend (e.g once Kengen closes books, you can be assured the price will drop by at least Ksh 0.3 and may not recover until next dividend announcement which maybe lower with the current economic environment).

Happy Hunting
Any stocks that meet this DY?

Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Elephant Man
#130 Posted : Wednesday, November 08, 2023 9:46:52 AM
Rank: Member


Joined: 12/24/2008
Posts: 112
Umeme has a DY around 16%...
VituVingiSana
#131 Posted : Wednesday, November 08, 2023 11:31:27 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
Elephant Man wrote:
Umeme has a DY around 16%...

I don't know how to model the impending buyout. It could be a windfall.
Any KE firms?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
My 2 cents
#132 Posted : Wednesday, November 08, 2023 12:40:16 PM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,066
VituVingiSana wrote:
Elephant Man wrote:
Umeme has a DY around 16%...

I don't know how to model the impending buyout. It could be a windfall.
Any KE firms?


Possibly SCBK in 2024 - if you buy them now at 150 per share. Dividend will possibly be Kes 24 next year.
Monk
#133 Posted : Thursday, November 09, 2023 9:14:57 AM
Rank: Member


Joined: 7/1/2009
Posts: 256
VituVingiSana wrote:
Elephant Man wrote:
Umeme has a DY around 16%...

I don't know how to model the impending buyout. It could be a windfall.
Any KE firms?


I got 22.6% from WTK this year, based on my 129.55 ABP. Naturally those who bought close to the current price got a lower DY.
stocksmaster
#134 Posted : Thursday, November 09, 2023 9:40:33 AM
Rank: Member


Joined: 9/26/2006
Posts: 403
Location: CENTRAL PROVINCE
VituVingiSana wrote:
stocksmaster wrote:
HaMaina wrote:
obiero wrote:
Ericsson wrote:
kawi254 wrote:
Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results


KenGen Dividends @ Ksh 0.30, which is more than 10% of the current price. This I think is not a bad buy.


Only reasonable 'buy' now is any stock that has a dividend yield that equals the 6.5 years IFB (at around 16%).....and remember that entire dividend yield will be factored in the current price such that as the stock goes ex-dividend with books closure, the price retracts at least with the equivalence of the dividend (e.g once Kengen closes books, you can be assured the price will drop by at least Ksh 0.3 and may not recover until next dividend announcement which maybe lower with the current economic environment).

Happy Hunting
Any stocks that meet this DY?



Agriculturals (except those in Macadamia business).....they will rake in crazy returns based on the favorable rains and huge depreciation of the Ksh.
VituVingiSana
#135 Posted : Thursday, November 09, 2023 12:36:50 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
Monk wrote:
VituVingiSana wrote:
Elephant Man wrote:
Umeme has a DY around 16%...

I don't know how to model the impending buyout. It could be a windfall.
Any KE firms?


I got 22.6% from WTK this year, based on my 129.55 ABP. Naturally those who bought close to the current price got a lower DY.

Leo ni Leo Laughing out loudly

I have ABSA at 10 and I expect 1.50 total for 15%
And some CARB at 8-10 for a mouthwatering 17%+ but that doesn't apply to today's purchases.

I am asking about today's DYs
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#136 Posted : Thursday, November 09, 2023 12:42:49 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
stocksmaster wrote:
VituVingiSana wrote:
stocksmaster wrote:
HaMaina wrote:
obiero wrote:
Ericsson wrote:
kawi254 wrote:
Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results


KenGen Dividends @ Ksh 0.30, which is more than 10% of the current price. This I think is not a bad buy.


Only reasonable 'buy' now is any stock that has a dividend yield that equals the 6.5 years IFB (at around 16%).....and remember that entire dividend yield will be factored in the current price such that as the stock goes ex-dividend with books closure, the price retracts at least with the equivalence of the dividend (e.g once Kengen closes books, you can be assured the price will drop by at least Ksh 0.3 and may not recover until next dividend announcement which maybe lower with the current economic environment).

Happy Hunting
Any stocks that meet this DY?



Agriculturals (except those in Macadamia business).....they will rake in crazy returns based on the favorable rains and huge depreciation of the Ksh.


Let's start with 18% for the IFB!

WTK paid 30 and the current price is 200 so it is in the ballpark.
KTC paid 20 and the current price is 220 which is 9% [1/2 of the IFB]

Do note that tea prices are -25% YOY as lots of rain has increased production AND some of our buyers are broke. Egypt has no $ and asked to barter for tea. Pakistan has had financial drama for a while.

https://english.ahram.or...n-tea-supplies-amid.aspx
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Elephant Man
#137 Posted : Thursday, November 09, 2023 5:42:26 PM
Rank: Member


Joined: 12/24/2008
Posts: 112
@VVS...

KAPC paid 25 bob a share...

I would consider cash rich counters as they tend to park the excess in treasuries... so other than the banks, the likes of WTK, KAPC, KUKZ, CARB, and even SCAN at its current price, fit the bill...

I'm not into bonds, but bills are now attractive...
Ericsson
#138 Posted : Tuesday, November 14, 2023 3:11:25 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
VituVingiSana wrote:
stocksmaster wrote:
VituVingiSana wrote:
stocksmaster wrote:
HaMaina wrote:
obiero wrote:
Ericsson wrote:
[quote=kawi254]Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results


KenGen Dividends @ Ksh 0.30, which is more than 10% of the current price. This I think is not a bad buy.


Only reasonable 'buy' now is any stock that has a dividend yield that equals the 6.5 years IFB (at around 16%).....and remember that entire dividend yield will be factored in the current price such that as the stock goes ex-dividend with books closure, the price retracts at least with the equivalence of the dividend (e.g once Kengen closes books, you can be assured the price will drop by at least Ksh 0.3 and may not recover until next dividend announcement which maybe lower with the current economic environment).

Happy Hunting
Any stocks that meet this DY?



Agriculturals (except those in Macadamia business).....they will rake in crazy returns based on the favorable rains and huge depreciation of the Ksh.


Let's start with 18% for the IFB!

WTK paid 30 and the current price is 200 so it is in the ballpark.
KTC paid 20 and the current price is 220 which is 9% [1/2 of the IFB]

Do note that tea prices are -25% YOY as lots of rain has increased production AND some of our buyers are broke. Egypt has no $ and asked to barter for tea. Pakistan has had financial drama for a while.

https://english.ahram.or...-tea-supplies-amid.aspx[/quote]

We should look for china to buy our tea.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
VituVingiSana
#139 Posted : Wednesday, November 15, 2023 12:13:45 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
Elephant Man wrote:
@VVS...

KAPC paid 25 bob a share...

I would consider cash rich counters as they tend to park the excess in treasuries... so other than the banks, the likes of WTK, KAPC, KUKZ, CARB, and even SCAN at its current price, fit the bill...

I'm not into bonds, but bills are now attractive...

Thanks for the correction!

No complaints about WTK or KTC. I have been enjoying the harvest for many years.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#140 Posted : Wednesday, November 15, 2023 12:15:46 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
stocksmaster wrote:
VituVingiSana wrote:
stocksmaster wrote:
HaMaina wrote:
obiero wrote:
Ericsson wrote:
[quote=kawi254]Will full year results be out by 31st October 2023?

last few years excuses for delays been lack of Auditor General, hitches ..lack of CEO


This time they have no excuse.
They don't need to wait till last minute, results should be out by now.
Though nothing good expected with the depressed hydrology.

Reasonable results


KenGen Dividends @ Ksh 0.30, which is more than 10% of the current price. This I think is not a bad buy.


Only reasonable 'buy' now is any stock that has a dividend yield that equals the 6.5 years IFB (at around 16%).....and remember that entire dividend yield will be factored in the current price such that as the stock goes ex-dividend with books closure, the price retracts at least with the equivalence of the dividend (e.g once Kengen closes books, you can be assured the price will drop by at least Ksh 0.3 and may not recover until next dividend announcement which maybe lower with the current economic environment).

Happy Hunting
Any stocks that meet this DY?



Agriculturals (except those in Macadamia business).....they will rake in crazy returns based on the favorable rains and huge depreciation of the Ksh.


Let's start with 18% for the IFB!

WTK paid 30 and the current price is 200 so it is in the ballpark.
KTC paid 20 and the current price is 220 which is 9% [1/2 of the IFB]

Do note that tea prices are -25% YOY as lots of rain has increased production AND some of our buyers are broke. Egypt has no $ and asked to barter for tea. Pakistan has had financial drama for a while.

https://english.ahram.or...-tea-supplies-amid.aspx[/quote]

We should look for china to buy our tea.
We need to add value for what the world wants. I think firms like WTK are responsive to what their customers need or want.

I do not know if China imports tea but it would be great to break into that market.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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