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Kengen FY16
Rank: Chief Joined: 1/3/2007 Posts: 18,056 Location: Nairobi
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sparkly wrote:Pesa Nane wrote:VituVingiSana wrote:sparkly wrote:Pesa Nane wrote:sparkly wrote:VituVingiSana wrote:Pesa Nane wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:mthaka wrote:mid term result,iko profits,but will we declare dividends??/ KQ is grossly undervalued. Not the top share on the NSE but definitely top 10 at current prices. Undervalued based on? EPS? NAV/Share? PER?  All the above. Pick the best share in your portfolio. I am willing to bet you that Kengen will have a better return at year end than your pick. @Mthaka said KQ not KenGen oh . that said let us make a bet. KK vs KenGen As at 7 February 2017 Kengen closed at 5.90 and KK at 13.20. The share with a higher return including dividends paid as at close of business 31 December 2017 wins. Right? To skew it slightly in my favor [and easier to calculate] let's do KenGen at 6/- and KK at 13/- ... Yes, 31st Dec 2017 works for me. It's fair to include dividends. I will probably get 2 divs [final 2016 and interim 2017]. We are on. Now the issue of how much is at stake... Agree if only declared divs or declared and PAID UP divs A fair point. A "declared" but not paid dividend would reflect in the share price therefore it has to be dividend that has been paid. @Sparkly Stake: What do suggest? [Obviously, I have more faith in you than @Obiero!] PAID UP. That settled, name the STAKE! Am a conservative gambler, so I offer 2,000 Kengen Shares @ 6.00. I don't understand. If I win, do i get 2,000 KenGen? Proposed pay cheque Ksh. 12,000.00 cash money That's right. Yes! That makes sense! [No point in winning a prize I didn't want in the first place!] @Sparkly - You are on! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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Bet is ON. @vvs vs @sparkly Startline: KK @13 vs Kengen @6 Finish date: 31 Dec 2017 Winner: Maximum % return including capital gains and paid up dividends Winnings: Ksh. 12,000.00 Cash Money Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 2/22/2009 Posts: 2,449 Location: Africa
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Rank: Veteran Joined: 8/11/2010 Posts: 1,011 Location: nairobi
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Pesa Nane wrote:Bet is ON.
@vvs vs @sparkly
Startline: KK @13 vs Kengen @6
Finish date: 31 Dec 2017
Winner: Maximum % return including capital gains and paid up dividends
Winnings: Ksh. 12,000.00 Cash Money   Following closely
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Rank: Veteran Joined: 4/4/2016 Posts: 1,996 Location: Kitale
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bartum wrote:[quote=Pesa Nane]Bet is ON.
@vvs vs @sparkly
Startline: KK @13 vs Kengen @6
Finish date: 31 Dec 2017
Winner: Maximum % return including capital gains and paid up dividends
Winnings: Ksh. 12,000.00 Cash Money Following closely[/quote Let the best wins.i will be following keenly. Towards the goal of financial freedom
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Those in support of Team Sparkly say Aye Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,056 Location: Nairobi
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sparkly wrote:Those in support of Team Sparkly say Aye Votes will not win you the prize. The returns will. BTW, so there's no weird trade at 2:59:55... VWAP as calculated by the NSE should be the "closing price" we should use. I take it you will stop fueling at KK?  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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I don't think it's ever that serious. Ama you already switched to koroboi?  Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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nothing to add. Life is short. Live passionately.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Life is short. Live passionately.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Hoping Half year results can help @sparkly get a good headstart. Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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guru267 wrote:Hoping Half year results can help @sparkly get a good headstart.  fingers crossed Life is short. Live passionately.
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Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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Kengen at 6.25 and Kenol Kobil at 13.50 This race is interesting Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,056 Location: Nairobi
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If it was KenGen vs KPLC then I would have picked mugo over Taurus. Kengen is well-managed for a parastatal but the debt esp forex debt worries me. My core firms are low debt firms mostly working capital. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:If it was KenGen vs KPLC then I would have picked mugo over Taurus. Kengen is well-managed for a parastatal but the debt esp forex debt worries me. My core firms are low debt firms mostly working capital. The market will decide. Life is short. Live passionately.
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Rank: Veteran Joined: 4/4/2016 Posts: 1,996 Location: Kitale
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nothing to add.[/quote] If it was KenGen vs KPLC then I would have picked mugo over Taurus. Kengen is well-managed for a parastatal but the debt esp forex debt worries me. My core firms are low debt firms mostly working capital.[/quote] The market will decide.[/quote] Seems hy results will be good with an interim dvd? why is the share price rallying ahead of the announcement? Towards the goal of financial freedom
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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If it was KenGen vs KPLC then I would have picked mugo over Taurus. Kengen is well-managed for a parastatal but the debt esp forex debt worries me. My core firms are low debt firms mostly working capital.[/quote] The market will decide.[/quote] Seems hy results will be good with an interim dvd? why is the share price rallying ahead of the announcement? [/quote] Kengen doesn't give interims. Life is short. Live passionately.
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Rank: Veteran Joined: 2/2/2012 Posts: 1,134 Location: Nairobi
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sparkly wrote:VituVingiSana wrote:sparkly wrote:mthaka wrote:mid term result,iko profits,but will we declare dividends??/ KQ is grossly undervalued. Not the top share on the NSE but definitely top 10 at current prices. Undervalued based on? EPS? NAV/Share? PER? All the above. Pick the best share in your portfolio. I am willing to bet you that Kengen will have a better return at year end than your pick. NGAI! KQ has NEGATIVE values for all those parameters. Certainly, that cannot be good!
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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chiaroscuro wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:mthaka wrote:mid term result,iko profits,but will we declare dividends??/ KQ is grossly undervalued. Not the top share on the NSE but definitely top 10 at current prices. Undervalued based on? EPS? NAV/Share? PER? All the above. Pick the best share in your portfolio. I am willing to bet you that Kengen will have a better return at year end than your pick. NGAI! KQ has NEGATIVE values for all those parameters. Certainly, that cannot be good! Replace KQ with Kengen. This is a Kengen thread Life is short. Live passionately.
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Rank: Member Joined: 1/31/2007 Posts: 303
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If it was KenGen vs KPLC then I would have picked mugo over Taurus. Kengen is well-managed for a parastatal but the debt esp forex debt worries me. My core firms are low debt firms mostly working capital.[/quote] The market will decide.[/quote] Seems hy results will be good with an interim dvd? why is the share price rallying ahead of the announcement? [/quote] Same question am asking here.The share has moved from 5/= to 6.45 in less than a month.The volumes appear to be heavy.Should we continue holding on here???..where are the technical analysis people when we need them most
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