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Kenya Power - what's the latest?
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VituVingiSana
#631 Posted : Sunday, July 23, 2023 6:19:02 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,342
Location: Nairobi
Angelica _ann wrote:
This one will only survive because it is a very important utility & monopoly company. However, shareholders are in trouble.

Kujeni BAT 🥰
I am waiting for the 5/- to hit my account in Sep. I worry about the taxes GoK will add to BAT's already high burden.

2 years after the huge investment in the Velo factory, it still remains "closed"
BAT said they will have invested 1.5-2.5bn on the Velo plant by Dec 2023.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#632 Posted : Monday, July 24, 2023 12:21:14 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
kawi254 wrote:
littledove wrote:
https://www.businessdailyafrica.com/bd/economy/imf-renews-push-for-kenya-power-board-shake-up--4310286

The International Monetary Fund (IMF) wants the State to shake up the Kenya Power board and settle at least Sh26 billion owed to the utility as part of reforms to steady the electricity distributor.

The government last month committed to clear some Sh19.4 billion owed to Kenya Power under the Rural Electrification Scheme and is yet to pay the utility Sh7 billion as compensation for last year’s 15 percent electricity tariff cuts.
what happened to kenya airways is about to happen to KPLC shareholders, conversion of debt to equity and massive dilutionPray Pray


IMF via IFC invests in IPPs or gives loans to IPPs and will give loan to GoK to ensure KPLC is viable and able to pay the IPPs who make money for IMF via IFC...kizungu-mkuti kweli



IFC is world bank
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#633 Posted : Thursday, October 26, 2023 9:42:48 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
A tragedy

KQ ABP 4.26
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mlennyma
#634 Posted : Tuesday, August 27, 2024 1:55:01 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Good tidings or what????
"Don't let the fear of losing be greater than the excitement of winning."
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HaMaina
#635 Posted : Thursday, September 19, 2024 8:57:27 AM
Rank: Veteran

Joined: 4/23/2014
Posts: 931
What's the sudden excitement on KPLC about? Does anyone have any info?
“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
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KaunganaDoDo
#636 Posted : Thursday, September 19, 2024 10:19:27 AM
Rank: Member

Joined: 8/6/2018
Posts: 299
HaMaina wrote:
What's the sudden excitement on KPLC about? Does anyone have any info?


Huge Dividends on the way....Upwards of 3 per share based on Financial Projections and estimates
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stocksmaster
#637 Posted : Thursday, September 19, 2024 10:21:13 AM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
HaMaina wrote:
What's the sudden excitement on KPLC about? Does anyone have any info?


http://m.wazua.co.ke/for...amp;m=912867#post912867

The thread above has some great insight to answer your question.

Happy hunting.
x handle: @stocksmaster79
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stocksmaster
#638 Posted : Thursday, September 19, 2024 10:28:23 AM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
KaunganaDoDo wrote:
HaMaina wrote:
What's the sudden excitement on KPLC about? Does anyone have any info?


Huge Dividends on the way....Upwards of 3 per share based on Financial Projections and estimates


Not really Ksh 3 dividend (they still have a huge negative working capital which they need to sort with their profits before the asset transfer to Ketraco) but most likely a dividend in the range of Ksh 0.50-1.50.This would still be decent enough to pull the share price short term (Oct-Dec 2024) towards the Ksh 4-5 range after the end of year results announcement in a months time.

Happy hunting.
x handle: @stocksmaster79
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  | | Edit by user: Thursday, September 19, 2024 10:40 AM | Reason: Not specified
KaunganaDoDo
#639 Posted : Thursday, September 19, 2024 11:02:25 AM
Rank: Member

Joined: 8/6/2018
Posts: 299
stocksmaster wrote:
KaunganaDoDo wrote:
HaMaina wrote:
What's the sudden excitement on KPLC about? Does anyone have any info?


Huge Dividends on the way....Upwards of 3 per share based on Financial Projections and estimates


Not really Ksh 3 dividend (they still have a huge negative working capital which they need to sort with their profits before the asset transfer to Ketraco) but most likely a dividend in the range of Ksh 0.50-1.50.This would still be decent enough to pull the share price short term (Oct-Dec 2024) towards the Ksh 4-5 range after the end of year results announcement in a months time.

Happy hunting.


it will be in the range of 3 to 4.5/share.......just be patient and watch
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KaunganaDoDo
#640 Posted : Thursday, September 19, 2024 11:04:05 AM
Rank: Member

Joined: 8/6/2018
Posts: 299
stocksmaster wrote:
KaunganaDoDo wrote:
HaMaina wrote:
What's the sudden excitement on KPLC about? Does anyone have any info?


Huge Dividends on the way....Upwards of 3 per share based on Financial Projections and estimates


Not really Ksh 3 dividend (they still have a huge negative working capital which they need to sort with their profits before the asset transfer to Ketraco) but most likely a dividend in the range of Ksh 0.50-1.50.This would still be decent enough to pull the share price short term (Oct-Dec 2024) towards the Ksh 4-5 range after the end of year results announcement in a months time.

Happy hunting.


working capital shall be resolved through Balance Sheet restructuring and Assets for Liability exchange with GoK...not through retained earnings
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  | | Edit by user: Thursday, September 19, 2024 11:10 AM | Reason: Not specified
stocksmaster
#641 Posted : Thursday, September 19, 2024 12:47:50 PM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
KaunganaDoDo wrote:
stocksmaster wrote:
KaunganaDoDo wrote:
HaMaina wrote:
What's the sudden excitement on KPLC about? Does anyone have any info?


Huge Dividends on the way....Upwards of 3 per share based on Financial Projections and estimates


Not really Ksh 3 dividend (they still have a huge negative working capital which they need to sort with their profits before the asset transfer to Ketraco) but most likely a dividend in the range of Ksh 0.50-1.50.This would still be decent enough to pull the share price short term (Oct-Dec 2024) towards the Ksh 4-5 range after the end of year results announcement in a months time.

Happy hunting.


working capital shall be resolved through Balance Sheet restructuring and Assets for Liability exchange with GoK...not through retained earnings


Since the exchange to be done via balance sheet restructuring will not involve money being exchanged but rather assets for liabilities, it means the end effect will be to move working capital from negative to zero....that will still need to be pushed to positive territory via retained earnings. So investors should be happy even with a Ksh 1 dividend which looks most likely and this would still push the share to Ksh 4-5 territory (dividend yield of 20-25%).

Happy Hunting
x handle: @stocksmaster79
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KaunganaDoDo
#642 Posted : Thursday, September 19, 2024 1:02:02 PM
Rank: Member

Joined: 8/6/2018
Posts: 299
stocksmaster wrote:
KaunganaDoDo wrote:
stocksmaster wrote:
KaunganaDoDo wrote:
HaMaina wrote:
What's the sudden excitement on KPLC about? Does anyone have any info?


Huge Dividends on the way....Upwards of 3 per share based on Financial Projections and estimates


Not really Ksh 3 dividend (they still have a huge negative working capital which they need to sort with their profits before the asset transfer to Ketraco) but most likely a dividend in the range of Ksh 0.50-1.50.This would still be decent enough to pull the share price short term (Oct-Dec 2024) towards the Ksh 4-5 range after the end of year results announcement in a months time.

Happy hunting.


working capital shall be resolved through Balance Sheet restructuring and Assets for Liability exchange with GoK...not through retained earnings


Since the exchange to be done via balance sheet restructuring will not involve money being exchanged but rather assets for liabilities, it means the end effect will be to move working capital from negative to zero....that will still need to be pushed to positive territory via retained earnings. So investors should be happy even with a Ksh 1 dividend which looks most likely and this would still push the share to Ksh 4-5 territory (dividend yield of 20-25%).

Happy Hunting


They currently are doing asset valuation...The assets are not be be exchanged at Book Value but Market Value....from the current Book Value of around 22B, this could result in Significant realized gains , which could push it towards positive areas.....1 Bob is not in line with Government's Policy of 80% Dividend Payout, which is oncourse....minimum 3/share
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Ericsson
#643 Posted : Saturday, September 21, 2024 7:50:56 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
KaunganaDoDo wrote:
stocksmaster wrote:
KaunganaDoDo wrote:
stocksmaster wrote:
KaunganaDoDo wrote:
HaMaina wrote:
What's the sudden excitement on KPLC about? Does anyone have any info?


Huge Dividends on the way....Upwards of 3 per share based on Financial Projections and estimates


Not really Ksh 3 dividend (they still have a huge negative working capital which they need to sort with their profits before the asset transfer to Ketraco) but most likely a dividend in the range of Ksh 0.50-1.50.This would still be decent enough to pull the share price short term (Oct-Dec 2024) towards the Ksh 4-5 range after the end of year results announcement in a months time.

Happy hunting.


working capital shall be resolved through Balance Sheet restructuring and Assets for Liability exchange with GoK...not through retained earnings


Since the exchange to be done via balance sheet restructuring will not involve money being exchanged but rather assets for liabilities, it means the end effect will be to move working capital from negative to zero....that will still need to be pushed to positive territory via retained earnings. So investors should be happy even with a Ksh 1 dividend which looks most likely and this would still push the share to Ksh 4-5 territory (dividend yield of 20-25%).

Happy Hunting


They currently are doing asset valuation...The assets are not be be exchanged at Book Value but Market Value....from the current Book Value of around 22B, this could result in Significant realized gains , which could push it towards positive areas.....1 Bob is not in line with Government's Policy of 80% Dividend Payout, which is oncourse....minimum 3/share



\That transaction will hit a cropper,KETRACO has no capacity to maintain those transmission line assets
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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watesh
#644 Posted : Monday, September 23, 2024 9:55:22 AM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
Ericsson wrote:
KaunganaDoDo wrote:
stocksmaster wrote:
KaunganaDoDo wrote:
stocksmaster wrote:
KaunganaDoDo wrote:
HaMaina wrote:
What's the sudden excitement on KPLC about? Does anyone have any info?


Huge Dividends on the way....Upwards of 3 per share based on Financial Projections and estimates


Not really Ksh 3 dividend (they still have a huge negative working capital which they need to sort with their profits before the asset transfer to Ketraco) but most likely a dividend in the range of Ksh 0.50-1.50.This would still be decent enough to pull the share price short term (Oct-Dec 2024) towards the Ksh 4-5 range after the end of year results announcement in a months time.

Happy hunting.


working capital shall be resolved through Balance Sheet restructuring and Assets for Liability exchange with GoK...not through retained earnings


Since the exchange to be done via balance sheet restructuring will not involve money being exchanged but rather assets for liabilities, it means the end effect will be to move working capital from negative to zero....that will still need to be pushed to positive territory via retained earnings. So investors should be happy even with a Ksh 1 dividend which looks most likely and this would still push the share to Ksh 4-5 territory (dividend yield of 20-25%).

Happy Hunting


They currently are doing asset valuation...The assets are not be be exchanged at Book Value but Market Value....from the current Book Value of around 22B, this could result in Significant realized gains , which could push it towards positive areas.....1 Bob is not in line with Government's Policy of 80% Dividend Payout, which is oncourse....minimum 3/share



\That transaction will hit a cropper,KETRACO has no capacity to maintain those transmission line assets


Personally, I don't see the need to transfer the assets. With the current tariff schedule, Kenya Power has the muscle to pay 15bn a year and clear the 115bn debt pile in 10 years. Any extra forex losses will be recovered in the tariff.
The asset transfer will create complications in terms of how long will they recover the 14bn forex loss on the On-lent loans since they normally recover once payment has been made. 2nd, capital gains tax implications. Kenya Power's assets are way below market value hence a revaluation and disposal can trigger a capital gains tax. Disposing off 80bn to KETRACO means a tax expense of 5 - 8bn from internally generated cash. (Correct me if I am wrong, I am not an expert at tax matters)
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KaunganaDoDo
#645 Posted : Monday, September 23, 2024 3:31:45 PM
Rank: Member

Joined: 8/6/2018
Posts: 299
Ericsson wrote:
KaunganaDoDo wrote:
stocksmaster wrote:
KaunganaDoDo wrote:
stocksmaster wrote:
KaunganaDoDo wrote:
HaMaina wrote:
What's the sudden excitement on KPLC about? Does anyone have any info?


Huge Dividends on the way....Upwards of 3 per share based on Financial Projections and estimates


Not really Ksh 3 dividend (they still have a huge negative working capital which they need to sort with their profits before the asset transfer to Ketraco) but most likely a dividend in the range of Ksh 0.50-1.50.This would still be decent enough to pull the share price short term (Oct-Dec 2024) towards the Ksh 4-5 range after the end of year results announcement in a months time.

Happy hunting.


working capital shall be resolved through Balance Sheet restructuring and Assets for Liability exchange with GoK...not through retained earnings


Since the exchange to be done via balance sheet restructuring will not involve money being exchanged but rather assets for liabilities, it means the end effect will be to move working capital from negative to zero....that will still need to be pushed to positive territory via retained earnings. So investors should be happy even with a Ksh 1 dividend which looks most likely and this would still push the share to Ksh 4-5 territory (dividend yield of 20-25%).

Happy Hunting


They currently are doing asset valuation...The assets are not be be exchanged at Book Value but Market Value....from the current Book Value of around 22B, this could result in Significant realized gains , which could push it towards positive areas.....1 Bob is not in line with Government's Policy of 80% Dividend Payout, which is oncourse....minimum 3/share



\That transaction will hit a cropper,KETRACO has no capacity to maintain those transmission line assets


KETRACO curretly manages TL of worthy more than 150B....so this new assets will enhance them...though, they will also take some KPLC Transmission Planning staff
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