Wazua
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Kenya Power HY18
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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watesh wrote:Ericsson wrote:VituVingiSana wrote:https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html The price of mismanagement. The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10. All the best as you time the market. I might also jump in if it falls to KShs 2. Life is short. Live passionately.
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Rank: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
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Fyatu wrote:Ebenyo wrote:VituVingiSana wrote:kawi254 wrote:watesh wrote:Ericsson wrote:VituVingiSana wrote:https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html The price of mismanagement. The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10. Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better. A huge chunk of that 35.90 is based off over-priced poles supplied by Arap Mashamba. In the open/transparent market they may be worth just 20% of the stated value! Talk of the challenge of finding undervalued stocks in Nse! With a P.E. of 2.62, EPS of 3.07 and Dividend yield of 6.21%, return on equity of 11.53 % vs industry 8%, and a Gross margin 0f 27%, i believe Kenya power is undervalued. Indeed based on the NAV of 35.90 buying today is like paying 20 cents for one dollar. Furthermore, assuming they will pay a conservative 4% dividend every year, you stand a chance retiring very comfortably courtesy of KP The numbers speak of this company very favorably but the mismanagement of funds will keep pulling it down. The good thing is that it will never collapse since it is guaranteed a govt bail out. Its a buy when the dividend yield is above 5% but its certainly not much of a growth stock. My plan is buy at 8bob and below, sell once it hits 11 then wait for it to get back down. Kengen is a better for growth purposes
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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sparkly wrote:watesh wrote:Ericsson wrote:VituVingiSana wrote:https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html The price of mismanagement. The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement Iam stuck here but not significantly Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10. All the best as you time the market. I might also jump in if it falls to KShs 2. Iam stuck here but not significantly "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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watesh wrote:Fyatu wrote:Ebenyo wrote:VituVingiSana wrote:kawi254 wrote:watesh wrote:Ericsson wrote:VituVingiSana wrote:https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html The price of mismanagement. The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10. Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better. A huge chunk of that 35.90 is based off over-priced poles supplied by Arap Mashamba. In the open/transparent market they may be worth just 20% of the stated value! Talk of the challenge of finding undervalued stocks in Nse! With a P.E. of 2.62, EPS of 3.07 and Dividend yield of 6.21%, return on equity of 11.53 % vs industry 8%, and a Gross margin 0f 27%, i believe Kenya power is undervalued. Indeed based on the NAV of 35.90 buying today is like paying 20 cents for one dollar. Furthermore, assuming they will pay a conservative 4% dividend every year, you stand a chance retiring very comfortably courtesy of KP The numbers speak of this company very favorably but the mismanagement of funds will keep pulling it down. The good thing is that it will never collapse since it is guaranteed a govt bail out. Its a buy when the dividend yield is above 5% but its certainly not much of a growth stock. My plan is buy at 8bob and below, sell once it hits 11 then wait for it to get back down. Kengen is a better for growth purposes kengen has not paid dividends for the last two years after doing it consequatively for ten years. Towards the goal of financial freedom
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Rank: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
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Ebenyo wrote:watesh wrote:Fyatu wrote:Ebenyo wrote:VituVingiSana wrote:kawi254 wrote:watesh wrote:Ericsson wrote:VituVingiSana wrote:https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html The price of mismanagement. The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10. Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better. A huge chunk of that 35.90 is based off over-priced poles supplied by Arap Mashamba. In the open/transparent market they may be worth just 20% of the stated value! Talk of the challenge of finding undervalued stocks in Nse! With a P.E. of 2.62, EPS of 3.07 and Dividend yield of 6.21%, return on equity of 11.53 % vs industry 8%, and a Gross margin 0f 27%, i believe Kenya power is undervalued. Indeed based on the NAV of 35.90 buying today is like paying 20 cents for one dollar. Furthermore, assuming they will pay a conservative 4% dividend every year, you stand a chance retiring very comfortably courtesy of KP The numbers speak of this company very favorably but the mismanagement of funds will keep pulling it down. The good thing is that it will never collapse since it is guaranteed a govt bail out. Its a buy when the dividend yield is above 5% but its certainly not much of a growth stock. My plan is buy at 8bob and below, sell once it hits 11 then wait for it to get back down. Kengen is a better for growth purposes kengen has not paid dividends for the last two years after doing it consequatively for ten years. However, the capital gains compensation was pretty awesome. The dividend drought was a planned thing of 3 - 5 years.
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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I can see you guys are young. This KPLC was so run down before 2002 and we are headed back there. Give it another 3 years!!!! 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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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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watesh wrote:Ebenyo wrote:watesh wrote:Fyatu wrote:Ebenyo wrote:VituVingiSana wrote:kawi254 wrote:watesh wrote:Ericsson wrote:VituVingiSana wrote:https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html The price of mismanagement. The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10. Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better. A huge chunk of that 35.90 is based off over-priced poles supplied by Arap Mashamba. In the open/transparent market they may be worth just 20% of the stated value! Talk of the challenge of finding undervalued stocks in Nse! With a P.E. of 2.62, EPS of 3.07 and Dividend yield of 6.21%, return on equity of 11.53 % vs industry 8%, and a Gross margin 0f 27%, i believe Kenya power is undervalued. Indeed based on the NAV of 35.90 buying today is like paying 20 cents for one dollar. Furthermore, assuming they will pay a conservative 4% dividend every year, you stand a chance retiring very comfortably courtesy of KP The numbers speak of this company very favorably but the mismanagement of funds will keep pulling it down. The good thing is that it will never collapse since it is guaranteed a govt bail out. Its a buy when the dividend yield is above 5% but its certainly not much of a growth stock. My plan is buy at 8bob and below, sell once it hits 11 then wait for it to get back down. Kengen is a better for growth purposes kengen has not paid dividends for the last two years after doing it consequatively for ten years. However, the capital gains compensation was pretty awesome. The dividend drought was a planned thing of 3 - 5 years. Someone lost a bet coz of the capital gain Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Ebenyo wrote:kawi254 wrote:watesh wrote:Ericsson wrote:VituVingiSana wrote:https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html The price of mismanagement. The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10. Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better. It will largely depend with the management decisions. For example,now that rains have began,there should be no need to generate more thermal.That should save more than kshs 6 billion in fuel. The rains have began and several areas in Nairobi are without power due to technical fault. How then do they expect improvement in financial position when they cant sell power Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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Ericsson wrote:Ebenyo wrote:kawi254 wrote:watesh wrote:Ericsson wrote:VituVingiSana wrote:https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html The price of mismanagement. The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10. Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better. It will largely depend with the management decisions. For example,now that rains have began,there should be no need to generate more thermal.That should save more than kshs 6 billion in fuel. The rains have began and several areas in Nairobi are without power due to technical fault. How then do they expect improvement in financial position when they cant sell power The problem is with management and we all agree to that. Kcb,safaricom and KenRe are good companies with good management despite Gok ownership in them. Problem with kenya power is being used as a propaganda and a campaign tool.Hopefully management problem will be over one day. Towards the goal of financial freedom
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Following the footsteps of its sister company in declaring no dividend till the cash flow position improves Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,099 Location: Nairobi
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Ebenyo wrote:Ericsson wrote:Ebenyo wrote:kawi254 wrote:watesh wrote:Ericsson wrote:VituVingiSana wrote:https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html The price of mismanagement. The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10. Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better. It will largely depend with the management decisions. For example,now that rains have began,there should be no need to generate more thermal.That should save more than kshs 6 billion in fuel. The rains have began and several areas in Nairobi are without power due to technical fault. How then do they expect improvement in financial position when they cant sell power The problem is with management and we all agree to that. Kcb,safaricom and KenRe are good companies with good management despite Gok ownership in them. Problem with kenya power is being used as a propaganda and a campaign tool.Hopefully management problem will be over one day. KenyaRe does is no longer led by a good manager/MD. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Kenya Power has disconnected electricity supply to more than 20 flats in Nairobi’s Tassia Estate in an operation aimed at stamping out illegal connections Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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"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: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Kenya power to launch a self-service mobile app with customer features such as bill querying and self meter reading Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,506 Location: nairobi
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Ericsson wrote:Kenya power to launch a self-service mobile app with customer features such as bill querying and self meter reading The weirdest company ever.. Though their web account reading and bill payment actually does work
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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World Bank raises red flag 🚩 over kenya's high power bills Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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https://www.businessdail...99314-liqdqb/index.html
Parliament has repealed the law that imposed a Sh1 million fine or one-year jail term for real estate developers and home owners who fail to install solar water heating systems in their buildings. MPs said the penalties, introduced under regulations empowering the Energy Regulatory Commission (ERC) to vet buildings for compliance with the solar heating rules, would increase costs for landlords and tenants and undermine access to affordable housing. National Assembly’s Committee on Delegated Legislation threw out the ERC rules on grounds that the Sh1 million fine contravenes the section of the Statutory Instruments Act (SI Act) that limits fines payable under the Act to a maximum of Sh20,000 or a prison term not exceeding six months in default. Parliamentarians said the rules were also in contravention of the law that prevents imposition of a fine, imprisonment or other penalty without express authority provided for in the enabling legislation Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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6bob breaks down,my Fred's cow is dying "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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mlennyma wrote:6bob breaks down,my Fred's cow is dying Apollo mboya may get an injunction on the new tariffs till case is fully heard Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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Ericsson wrote:mlennyma wrote:6bob breaks down,my Fred's cow is dying Apollo mboya may get an injunction on the new tariffs till case is fully heard Won't stop the plunder & mismanagement going on here. 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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