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Kplc restructure plan out
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guru267
#31 Posted : Friday, October 29, 2010 11:57:30 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Guys KPLC is currently trading at a trailing P/E of 13.47 and a trailing dividend yield of 3.4%

Its peer in the market KENGEN is trading at a trailing P/E of 19.6 and a trailing dividend yield of 2.8%

With this in mind and the fact that KPLC is a complete monopoly and Kengen is facing increased competition how can a person of sound mind think that KPLC will fall below 200bob????

The rights will be offered at 149 or 18.5 which is a trailing P/E of 8.7 and a trailing dividend yield of 5.4% making it the CHEAPEST or the most discounted rights issue on the NSE to date...

How will the price fall???? HOW????
Mark 12:29
Deuteronomy 4:16
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Sufficiently Philanga....thropic
#32 Posted : Friday, October 29, 2010 12:11:40 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
It's no secret that most of the Institutional Investors will buy the rights off market and this is a big blow to those who'll buy 100 shares before th books close expecting to get the additional shares they have applied for.
some seasoned,weathered investor in the NSE once told me of how investors felt cheated during the rights issue of Dunlop in the mid 90s. They had great plans of buying the rights in the mkt since they were heavily discounted,only to find that there were none on offer!
I have a strong feeling the same will play out.
A case of history repeating itself?
@SufficientlyP
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mwanahisa
#33 Posted : Friday, October 29, 2010 12:24:20 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
guru267 wrote:


The rights will be offered at 149 or 18.5 which is a trailing P/E of 8.7 and a trailing dividend yield of 5.4% making it the CHEAPEST or the most discounted rights issue on the NSE to date...

How will the price fall???? HOW????


Stranger things have happened.

Market sentiment does not always follow logic, That's how we make our money.

We will buy the shares off those who will be selling, but I will wait for it to the point of maximum pessimism or as near to it as I can get it and then strike.

Believe you me, the price will fall and then next year when price will have recovered and shot up, folks will be wondering how they fell for it.
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mwanahisa
#34 Posted : Friday, October 29, 2010 12:28:01 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
Actually the fall has began. Now Trading at 225.
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Sufficiently Philanga....thropic
#35 Posted : Friday, October 29, 2010 12:43:56 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
mwanahisa wrote:
Actually the fall has began. Now Trading at 225.

Me thinks today is the best day to buy for the following reasons:
1) No real demand for this stock, supply more than
7.5 times demand n it's always good to be when
everyone is selling(Fearful, as Warren Buffet
would have it)
2) Next week will be the last week the stock will
be trading cum div and the AGM will be on 10th
Nov and the trend is investors tend to stock up
more in the run up to this day!
3) Expect more info on this stock before the AGM!
@SufficientlyP
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mwanahisa
#36 Posted : Friday, October 29, 2010 2:30:54 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
Now at 220 and falling fast......
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KIRTI
#37 Posted : Friday, October 29, 2010 2:42:10 PM
Rank: Member

Joined: 8/17/2010
Posts: 116
mwanahisa wrote:
Now at 220 and falling fast......

I told you before two weeks ago. I had sold @ 238. Remaining with 100 shares. I will buy right & invest as much as possible. Now wait for falling up to 200.
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stocksmaster
#38 Posted : Friday, October 29, 2010 3:12:22 PM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
guru267 wrote:
Guys KPLC is currently trading at a trailing P/E of 13.47 and a trailing dividend yield of 3.4%

Its peer in the market KENGEN is trading at a trailing P/E of 19.6 and a trailing dividend yield of 2.8%

With this in mind and the fact that KPLC is a complete monopoly and Kengen is facing increased competition how can a person of sound mind think that KPLC will fall below 200bob????
The rights will be offered at 149 or 18.5 which is a trailing P/E of 8.7 and a trailing dividend yield of 5.4% making it the CHEAPEST or the most discounted rights issue on the NSE to date...

How will the price fall???? HOW????


The issue is not KPLC fundamentals.......it is the rights issue which must be looked at as part and parcel of KPLC even at this stage. When i look at the KPLC share price as at yesterday (today it seems it is starting to obey logic), this is a price that is yet to factor the activity between now and end of December 2010. Within this period, there will be KPLC shares (that will rank pari passu) being offered at Ksh 19 (read Ksh 152) which will be available. Such shares will be accessible (even though for a small premium) and will be in plenty.

Trust me guru267, the KPLC Share will soon be available at a price below Ksh 200 (post split Ksh 25).

Post rights, i anticipate that the the share will go back to a P/E close to or equal to Kengen (Price target of Ksh 30 - 32).

And just for the record, am of sound mind .

Happy hunting.
x handle: @stocksmaster79
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mwanahisa
#39 Posted : Friday, October 29, 2010 3:22:20 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
stocksmaster wrote:
guru267 wrote:
Guys KPLC is currently trading at a trailing P/E of 13.47 and a trailing dividend yield of 3.4%

Its peer in the market KENGEN is trading at a trailing P/E of 19.6 and a trailing dividend yield of 2.8%

With this in mind and the fact that KPLC is a complete monopoly and Kengen is facing increased competition how can a person of sound mind think that KPLC will fall below 200bob????
The rights will be offered at 149 or 18.5 which is a trailing P/E of 8.7 and a trailing dividend yield of 5.4% making it the CHEAPEST or the most discounted rights issue on the NSE to date...

How will the price fall???? HOW????


The issue is not KPLC fundamentals.......it is the rights issue which must be looked at as part and parcel of KPLC even at this stage. When i look at the KPLC share price as at yesterday (today it seems it is starting to obey logic), this is a price that is yet to factor the activity between now and end of December 2010. Within this period, there will be KPLC shares (that will rank pari passu) being offered at Ksh 19 (read Ksh 152) which will be available. Such shares will be accessible (even though for a small premium) and will be in plenty.

Trust me guru267, the KPLC Share will soon be available at a price below Ksh 200 (post split Ksh 25).

Post rights, i anticipate that the the share will go back to a P/E close to or equal to Kengen (Price target of Ksh 30 - 32).

And just for the record, am of sound mind .

Happy hunting.


The further it falls the bigger the profit that we shall make next year after the recovery.

Should I also add that I am of sound mind - although perhaps my shrink might just disagree?
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guru267
#40 Posted : Friday, October 29, 2010 3:29:16 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
This will be crazy if this stock trades below 200 with such discounted rights but then again I can't blame the market for making my wealthy with its inefficiencies....

I'm sure KPLC bulls will join me in stocking up if @stocksmaster's predictions come true
Mark 12:29
Deuteronomy 4:16
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