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KPLC - Great results 2010
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guru267
#41 Posted : Sunday, July 11, 2010 7:09:57 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:

As a shareholder I will REFUSE anything less than 300/- as the conversion price! The 'delay' will help us coz KPLC will show better profits making it harder for GoK to screw us with a Conversion Price of 200/-...

GoK has to propose a conversion price, then KPLC has to come to the shareholders (Yes, the minority shareholders too)...


@VVS all of us shareholders would definitely want a conversion price of 300 or more but i thought this conversion was based on a weighted average of the price since the announcement... which i have determined to be between 169-170 bob
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#42 Posted : Sunday, July 11, 2010 8:03:24 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:

As a shareholder I will REFUSE anything less than 300/- as the conversion price! The 'delay' will help us coz KPLC will show better profits making it harder for GoK to screw us with a Conversion Price of 200/-...

GoK has to propose a conversion price, then KPLC has to come to the shareholders (Yes, the minority shareholders too)...


@VVS all of us shareholders would definitely want a conversion price of 300 or more but i thought this conversion was based on a weighted average of the price since the announcement... which i have determined to be between 169-170 bob
Who said it should be based on the WAP?
Why should we accept that?
The reason the price is 'depressed' is because of uncertainty caused by GoK.
I hope you are a shareholder who is vocal. We need to fight this tooth & nail if at less than 300/-
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#43 Posted : Monday, July 12, 2010 10:02:12 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
http://noir.bloomberg.co...16&sid=anFI3xlzzr00

IFC is against the re-nationalization of KPLC
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#44 Posted : Monday, July 12, 2010 1:31:08 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Not another drought!!!!

http://www.businessdaily...1/-/ewbc85/-/index.html

Not good for KenGen or KPLC or Agriculture or Kenya... or my investments!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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qw25041985
#45 Posted : Monday, July 12, 2010 1:43:56 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
another drought ?????to bad. u forgot Unga and still @the deal and other bought some. @the deal watch out .dnt get burnd.Agriculturals have never been good for long term....Thanx goodness i sold my sasini quickly....
Your future depends on your dreams so go to sleep !
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sheep
#46 Posted : Monday, July 12, 2010 3:39:54 PM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
KPLC is at is uppermost trading ranges....unless they find a way of continually increasing electricity prices year after year...which means ALL industrial companies will have to close down or start producing their own power...and where will GOK be when that happens?...this stock is cornered..

NB:This are the opinions of an imaginative mind and should not be taken seriously

The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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VituVingiSana
#47 Posted : Monday, July 12, 2010 3:51:09 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
sheep wrote:
KPLC is at is uppermost trading ranges....unless they find a way of continually increasing electricity prices year after year...which means ALL industrial companies will have to close down or start producing their own power...and where will GOK be when that happens?...this stock is cornered..

NB:This are the opinions of an imaginative mind and should not be taken seriously
I recommend a strong drink for you!

1) They can't raise prices till 2012 when it comes up for review... And it is an election year!

2) The key is INCREASE in supply from KenGen, IPPs, etc... Unfortunately, the cheapest source is KenGen's hydro but rain dependent!

3) Efficiencies. Better technical capacity means lower losses. Monitoring should have improved after fibre-optics were installed.

4) Theft/Vandalism. KPLC is installing (more expensive) 'dry' transformers to keep away crooks!

5) IMHO, I think 25/- EPS (after dilution of Preference Shares) means it is at a decent PER.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#48 Posted : Monday, July 12, 2010 9:54:26 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:

5) IMHO, I think 25/- EPS (after dilution of Preference Shares) means it is at a decent PER.

@VVS i came up with a similar number for EPS but mine was a forward one and converted at 170
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#49 Posted : Tuesday, July 13, 2010 1:37:40 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:

5) IMHO, I think 25/- EPS (after dilution of Preference Shares) means it is at a decent PER.

@VVS i came up with a similar number for EPS but mine was a forward one and converted at 170


25/- for 2009-10 but I expect even better in 2010-11 though I will not venture an EPS until I read the 2010-11 Annual Report.

Remember that AFTER the conversion, the 'preference dividend' is no more thus that is added back to the PAT for shareholders (less regular dividends for additional shares)...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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youcan'tstopusnow
#50 Posted : Thursday, July 15, 2010 11:40:20 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Kenya and Ethiopia to proceed with power project despite protests. www.dyerandblair.com/ind...5&cntnt01returnid=82
GOD BLESS YOUR LIFE
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