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Pesa Nane
#1 Posted : Wednesday, March 01, 2017 11:05:22 AM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Pesa Nane plans to be shilingi when he grows up.
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bartum
#2 Posted : Wednesday, March 01, 2017 11:30:57 AM
Rank: Veteran


Joined: 8/11/2010
Posts: 1,011
Location: nairobi
Forward eps kes 1.3
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winmak
#3 Posted : Wednesday, March 01, 2017 12:43:05 PM
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Joined: 12/1/2007
Posts: 537
Location: Nakuru
dvd?
For investors as a whole, returns decrease as motion increases ~ WB
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Ebenyo
#4 Posted : Wednesday, March 01, 2017 1:38:04 PM
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Joined: 4/4/2016
Posts: 1,996
Location: Kitale
Pesa Nane wrote:


@pesa nane kwani hii results bado hujaweka kwa publitas.com kama vile ulifanya ya unga na longhorn?

Towards the goal of financial freedom
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Ericsson
#5 Posted : Wednesday, March 01, 2017 1:44:28 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
winmak wrote:
dvd?


No Interim Dividends Recommended
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Pesa Nane
#6 Posted : Wednesday, March 01, 2017 1:59:17 PM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Ebenyo wrote:


@pesa nane kwani hii results bado hujaweka kwa publitas.com kama vile ulifanya ya unga na longhorn?



Click HERE
Pesa Nane plans to be shilingi when he grows up.
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sparkly
#7 Posted : Wednesday, March 01, 2017 2:31:56 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
bartum wrote:
Forward eps kes 1.3


Have you factored the shared sold to the South African Pension?
Life is short. Live passionately.
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Angelica _ann
#8 Posted : Wednesday, March 01, 2017 2:40:54 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,901
sparkly wrote:
bartum wrote:
Forward eps kes 1.3


Have you factored the shared sold to the South African Pension?


Have you factored in cooking of full year like last time smile smile smile
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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hisah
#9 Posted : Wednesday, March 01, 2017 5:51:50 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
hisah wrote:
@moneydust from a TA perspective if this counter closes the month above the 6.00 handle, that will be an awesome reversal in favour of the bulls.

Two bar reversal spotted in the monthly chart as this counter closed the month above 6.00 handle where we had oversize volume spike in January. Bullish.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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guru267
#10 Posted : Wednesday, March 01, 2017 7:10:57 PM
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Joined: 1/21/2010
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Location: Nairobi
Dissappointing results to say the least... Price unlikely to go anywhere until FY17 results.
Mark 12:29
Deuteronomy 4:16
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murchr
#11 Posted : Wednesday, March 01, 2017 7:12:53 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,979
guru267 wrote:
Dissappointing results to say the least... Price unlikely to go anywhere until FY17 results.


Am still wondering why electricity revenue went down. We indeed need new management
"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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Ericsson
#12 Posted : Wednesday, March 01, 2017 7:45:10 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
murchr wrote:
guru267 wrote:
Dissappointing results to say the least... Price unlikely to go anywhere until FY17 results.


Am still wondering why electricity revenue went down. We indeed need new management

Retired expensive gas and diesel power for cheaper geothermal energy
Industries shutting down
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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kawi254
#13 Posted : Wednesday, March 01, 2017 7:59:35 PM
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Joined: 2/20/2015
Posts: 465
Location: Nairobi
Wind revenue at 239 Million in 2015 & 2016. Wind energy is paid as you generate i.e no capacity charge. I find it interesting (suspect) that wind at Ngong hills in 2015 June - Dec blew at same rate as 2016 June - Dec

Garissa & Mpeketoni thermal generation contributed very little so this shouldn't be reason for much reduction in revenue. Embakasi Gas turbine was relocated to Muhoroni to replace Aggreko Emergency power for voltage stabilisation in West Kenya..so again end of PPP of Embakasi GT should be a reason for reduced profit..

reduced Hydro generation due to weather variance and rising costs (employee??) is more like reason for reduced profitability.

Kibaki head hunted Njoroge to turn around Kengen. I lost hope in Albert Mugo..Next MD will be a crony of UhuRuto so basically no much hope of Kengen rising going forward.
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murchr
#14 Posted : Wednesday, March 01, 2017 8:08:12 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,979
Ericsson wrote:
murchr wrote:
guru267 wrote:
Dissappointing results to say the least... Price unlikely to go anywhere until FY17 results.


Am still wondering why electricity revenue went down. We indeed need new management


Retired expensive gas and diesel power for cheaper geothermal energy
Industries shutting down


Which industry? With cement factories (the highest consumers of electricity) producing more cement, the elec sales should have gone up right? EverReady never produced anything substantial. Retired diesel generators should have reflected good for the bottom line.
"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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mlennyma
#15 Posted : Wednesday, March 01, 2017 8:36:49 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,175
Location: nairobi
murchr wrote:
Ericsson wrote:
murchr wrote:
guru267 wrote:
Dissappointing results to say the least... Price unlikely to go anywhere until FY17 results.


Am still wondering why electricity revenue went down. We indeed need new management


Retired expensive gas and diesel power for cheaper geothermal energy
Industries shutting down


Which industry? With cement factories (the highest consumers of electricity) producing more cement, the elec sales should have gone up right? EverReady never produced anything substantial. Retired diesel generators should have reflected good for the bottom line.

the rights is done no sugar coating anymore
"Don't let the fear of losing be greater than the excitement of winning."
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Ericsson
#16 Posted : Wednesday, March 01, 2017 8:47:14 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
kawi254 wrote:
Wind revenue at 239 Million in 2015 & 2016. Wind energy is paid as you generate i.e no capacity charge. I find it interesting (suspect) that wind at Ngong hills in 2015 June - Dec blew at same rate as 2016 June - Dec

Garissa & Mpeketoni thermal generation contributed very little so this shouldn't be reason for much reduction in revenue. Embakasi Gas turbine was relocated to Muhoroni to replace Aggreko Emergency power for voltage stabilisation in West Kenya..so again end of PPP of Embakasi GT should be a reason for reduced profit..

reduced Hydro generation due to weather variance and rising costs (employee??) is more like reason for reduced profitability.

Kibaki head hunted Njoroge to turn around Kengen. I lost hope in Albert Mugo..Next MD will be a crony of UhuRuto so basically no much hope of Kengen rising going forward.


The Finance Director is a very bright and good candidate if not top for the CEO position.
He was headhunted by Eddy Njoroge and poached from KQ (Obiero apana kasilika)
But due to politics of Uhuruto and his tribe he can't be given the position
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ericsson
#17 Posted : Wednesday, March 01, 2017 9:05:44 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
murchr wrote:
Ericsson wrote:
murchr wrote:
guru267 wrote:
Dissappointing results to say the least... Price unlikely to go anywhere until FY17 results.


Am still wondering why electricity revenue went down. We indeed need new management


Retired expensive gas and diesel power for cheaper geothermal energy
Industries shutting down


Which industry? With cement factories (the highest consumers of electricity) producing more cement, the elec sales should have gone up right? EverReady never produced anything substantial. Retired diesel generators should have reflected good for the bottom line.


According to half year report the reduced electricity revenue was due to fixing of machine breakdowns which affected some power plants and scheduled statutory inspections
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ebenyo
#18 Posted : Wednesday, March 01, 2017 10:16:09 PM
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Joined: 4/4/2016
Posts: 1,996
Location: Kitale
Reduced revenues is a clear indication Albert Mugo was not up to the task.Hopefuly the next ceo will steer the company ahead into vibrancy.
Towards the goal of financial freedom
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Ericsson
#19 Posted : Wednesday, March 01, 2017 10:57:40 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
Ebenyo wrote:
Reduced revenues is a clear indication Albert Mugo was not up to the task.Hopefuly the next ceo will steer the company ahead into vibrancy.


I wouldn't blame is as much.The economy isn't growing vibrantly as during the days of Eddy Njoroge.
Another issue maybe too many outages on kenya power network will have a reflection on KENGEN.
FIX THE ECONOMY FIRST AND ALL THE OTHER THINGS/GOODIES WILL FOLLOW
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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sparkly
#20 Posted : Thursday, March 02, 2017 7:18:44 AM
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Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ebenyo wrote:
Reduced revenues is a clear indication Albert Mugo was not up to the task.Hopefuly the next ceo will steer the company ahead into vibrancy.


Look at the revenue breakdown.

Electricity revenue was flat.

Difference is lower steam revenue and commercial drilling revenue.

Core business is steady.
Life is short. Live passionately.
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