Wazua
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Kenya Power FY 2017/2018
Rank: Member Joined: 11/17/2018 Posts: 173 Location: Mars
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So I gather that these are new customers.
Marginal cost and marginal revenue? @KuanganaDoDo
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Rank: Member Joined: 8/6/2018 Posts: 292
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Superprime1 wrote:KaunganaDoDo wrote:Extraterrestrial wrote:New tariffs, gazetted by the industry’s regulator on Friday sees commercial and industrial consumers metered by Kenya Power at 220,000 volts per post-paid billing period pay Ksh.7.99 for every unit consumed. Consumers will further account for a lesser Ksh.3.99 for each unit of power consumed outside peak hours with the demand charge per kilovolt amperes (kVA) being set at Ksh.200. https://citizentv.co.ke/...-adjustment-320050/?amp Currently the highest voltage supplied to customers is at 132KV...So a new cheaper tariff has been developed for supply to new and existing customers at 22KV...There is a catch however, to be eligible, customers will need a minimum demand of 40MWh... Similarly a new tariff for Naivasha Special Economic Zone has been developed at Ksh 5 /kWh.....which is a third of the current cheapest tariff for existing manufacturers...In all these, KPLC is eating Unleavened Bread!!!! "Unleavened Bread"!!  @KaungaNaBeans you're hilarious! Could you expound further, please... Unleaven Bread tastes flat, ni kama tuu Matumbo ya kuku....Anyway the winners here are The Manufacturers and landowners in Naivasha... KPLC will eat with the Children. Though most of the KenGen Plants at Olkaria will have to be reviewed to accommodate the 5bob tariffs
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Rank: Member Joined: 8/6/2018 Posts: 292
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KaunganaDoDo wrote:Superprime1 wrote:KaunganaDoDo wrote:Extraterrestrial wrote:New tariffs, gazetted by the industry’s regulator on Friday sees commercial and industrial consumers metered by Kenya Power at 220,000 volts per post-paid billing period pay Ksh.7.99 for every unit consumed. Consumers will further account for a lesser Ksh.3.99 for each unit of power consumed outside peak hours with the demand charge per kilovolt amperes (kVA) being set at Ksh.200. https://citizentv.co.ke/...-adjustment-320050/?amp Currently the highest voltage supplied to customers is at 132KV...So a new cheaper tariff has been developed for supply to new and existing customers at 22KV...There is a catch however, to be eligible, customers will need a minimum demand of 40MWh... Similarly a new tariff for Naivasha Special Economic Zone has been developed at Ksh 5 /kWh.....which is a third of the current cheapest tariff for existing manufacturers...In all these, KPLC is eating Unleavened Bread!!!! "Unleavened Bread"!! @KaungaNaBeans you're hilarious! Could you expound further, please... Unleaven Bread tastes flat, ni kama tuu Matumbo ya kuku....Anyway the winners here are The Manufacturers and landowners in Naivasha... KPLC will eat with the Children. Though most of the KenGen Plants at Olkaria will have to be reviewed to accommodate the 5bob tariffs The Time has Come, next week FY and H1...Sasa tafuteni Tissue Paper
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Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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KaunganaDoDo wrote:KaunganaDoDo wrote:Superprime1 wrote:KaunganaDoDo wrote:Extraterrestrial wrote:New tariffs, gazetted by the industry’s regulator on Friday sees commercial and industrial consumers metered by Kenya Power at 220,000 volts per post-paid billing period pay Ksh.7.99 for every unit consumed. Consumers will further account for a lesser Ksh.3.99 for each unit of power consumed outside peak hours with the demand charge per kilovolt amperes (kVA) being set at Ksh.200. https://citizentv.co.ke/...-adjustment-320050/?amp Currently the highest voltage supplied to customers is at 132KV...So a new cheaper tariff has been developed for supply to new and existing customers at 22KV...There is a catch however, to be eligible, customers will need a minimum demand of 40MWh... Similarly a new tariff for Naivasha Special Economic Zone has been developed at Ksh 5 /kWh.....which is a third of the current cheapest tariff for existing manufacturers...In all these, KPLC is eating Unleavened Bread!!!! "Unleavened Bread"!! @KaungaNaBeans you're hilarious! Could you expound further, please... Unleaven Bread tastes flat, ni kama tuu Matumbo ya kuku....Anyway the winners here are The Manufacturers and landowners in Naivasha... KPLC will eat with the Children. Though most of the KenGen Plants at Olkaria will have to be reviewed to accommodate the 5bob tariffs The Time has Come, next week FY and H1...Sasa tafuteni Tissue Paper Hiyo loss before tax won't be a joke Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 8/6/2018 Posts: 292
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Ericsson wrote:KaunganaDoDo wrote:KaunganaDoDo wrote:Superprime1 wrote:KaunganaDoDo wrote:Extraterrestrial wrote:New tariffs, gazetted by the industry’s regulator on Friday sees commercial and industrial consumers metered by Kenya Power at 220,000 volts per post-paid billing period pay Ksh.7.99 for every unit consumed. Consumers will further account for a lesser Ksh.3.99 for each unit of power consumed outside peak hours with the demand charge per kilovolt amperes (kVA) being set at Ksh.200. https://citizentv.co.ke/...-adjustment-320050/?amp Currently the highest voltage supplied to customers is at 132KV...So a new cheaper tariff has been developed for supply to new and existing customers at 22KV...There is a catch however, to be eligible, customers will need a minimum demand of 40MWh... Similarly a new tariff for Naivasha Special Economic Zone has been developed at Ksh 5 /kWh.....which is a third of the current cheapest tariff for existing manufacturers...In all these, KPLC is eating Unleavened Bread!!!! "Unleavened Bread"!! @KaungaNaBeans you're hilarious! Could you expound further, please... Unleaven Bread tastes flat, ni kama tuu Matumbo ya kuku....Anyway the winners here are The Manufacturers and landowners in Naivasha... KPLC will eat with the Children. Though most of the KenGen Plants at Olkaria will have to be reviewed to accommodate the 5bob tariffs The Time has Come, next week FY and H1...Sasa tafuteni Tissue Paper Hiyo loss before tax won't be a joke No , situation has been managed with Writeback...something small for the oldman
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Rank: Member Joined: 8/6/2018 Posts: 292
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KaunganaDoDo wrote:KaunganaDoDo wrote:Superprime1 wrote:KaunganaDoDo wrote:Extraterrestrial wrote:New tariffs, gazetted by the industry’s regulator on Friday sees commercial and industrial consumers metered by Kenya Power at 220,000 volts per post-paid billing period pay Ksh.7.99 for every unit consumed. Consumers will further account for a lesser Ksh.3.99 for each unit of power consumed outside peak hours with the demand charge per kilovolt amperes (kVA) being set at Ksh.200. https://citizentv.co.ke/...-adjustment-320050/?amp Currently the highest voltage supplied to customers is at 132KV...So a new cheaper tariff has been developed for supply to new and existing customers at 22KV...There is a catch however, to be eligible, customers will need a minimum demand of 40MWh... Similarly a new tariff for Naivasha Special Economic Zone has been developed at Ksh 5 /kWh.....which is a third of the current cheapest tariff for existing manufacturers...In all these, KPLC is eating Unleavened Bread!!!! "Unleavened Bread"!! @KaungaNaBeans you're hilarious! Could you expound further, please... Unleaven Bread tastes flat, ni kama tuu Matumbo ya kuku....Anyway the winners here are The Manufacturers and landowners in Naivasha... KPLC will eat with the Children. Though most of the KenGen Plants at Olkaria will have to be reviewed to accommodate the 5bob tariffs The Time has Come, next week FY and H1...Sasa tafuteni Tissue Paper FY 2018/19 profit before tax drops from Ksh 4.968 billion to Ksh 334 million...PAT reduced from Ksh 3.268 billion to Ksh 262 million...
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Rank: Chief Joined: 1/3/2007 Posts: 18,055 Location: Nairobi
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Nothing on the website https://www.kplc.co.ke/c.../view/71/trading-resultsGreedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 1/20/2011 Posts: 1,820 Location: Nakuru
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KaunganaDoDo wrote:KaunganaDoDo wrote:KaunganaDoDo wrote:Superprime1 wrote:KaunganaDoDo wrote:Extraterrestrial wrote:New tariffs, gazetted by the industry’s regulator on Friday sees commercial and industrial consumers metered by Kenya Power at 220,000 volts per post-paid billing period pay Ksh.7.99 for every unit consumed. Consumers will further account for a lesser Ksh.3.99 for each unit of power consumed outside peak hours with the demand charge per kilovolt amperes (kVA) being set at Ksh.200. https://citizentv.co.ke/...-adjustment-320050/?amp Currently the highest voltage supplied to customers is at 132KV...So a new cheaper tariff has been developed for supply to new and existing customers at 22KV...There is a catch however, to be eligible, customers will need a minimum demand of 40MWh... Similarly a new tariff for Naivasha Special Economic Zone has been developed at Ksh 5 /kWh.....which is a third of the current cheapest tariff for existing manufacturers...In all these, KPLC is eating Unleavened Bread!!!! "Unleavened Bread"!! @KaungaNaBeans you're hilarious! Could you expound further, please... Unleaven Bread tastes flat, ni kama tuu Matumbo ya kuku....Anyway the winners here are The Manufacturers and landowners in Naivasha... KPLC will eat with the Children. Though most of the KenGen Plants at Olkaria will have to be reviewed to accommodate the 5bob tariffs The Time has Come, next week FY and H1...Sasa tafuteni Tissue Paper FY 2018/19 profit before tax drops from Ksh 4.968 billion to Ksh 334 million...PAT reduced from Ksh 3.268 billion to Ksh 262 million... Do we expect a turnaround in profits going forward or are we staring at a Mumias Sugar and/or KQ or EAPC kind of situation? Dumb money becomes dumb only when it listens to smart money
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Rank: Chief Joined: 1/3/2007 Posts: 18,055 Location: Nairobi
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Thanks. The FY is substantially lower than HY. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 9/18/2014 Posts: 1,127
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VituVingiSana wrote:Thanks. The FY is substantially lower than HY. What explains the jumbo spike in non-fuel costs? The main purpose of the stock market is to make fools of as many people as possible.
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Rank: Chief Joined: 1/3/2007 Posts: 18,055 Location: Nairobi
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lochaz-index wrote:VituVingiSana wrote:Thanks. The FY is substantially lower than HY. What explains the jumbo spike in non-fuel costs? Little detail provided in the commentary except for the commissioning of 360MW plants. Is this a one-off cost? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 8/10/2014 Posts: 954 Location: Kenya
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Those finance costs are chewing up this company. They are even growing faster than revenue
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Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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watesh wrote:Those finance costs are chewing up this company. They are even growing faster than revenue Overdrafts and short term loans to sustain operations Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 9/18/2014 Posts: 1,127
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watesh wrote:Those finance costs are chewing up this company. They are even growing faster than revenue More worrying is the increasing negative working capital YoY. This one will need a bailout in the not so distant future. The main purpose of the stock market is to make fools of as many people as possible.
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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A monopoly under siege "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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A monopoly under siege,one of my worst investment decisions to be owning it "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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lochaz-index wrote:watesh wrote:Those finance costs are chewing up this company. They are even growing faster than revenue More worrying is the increasing negative working capital YoY. This one will need a bailout in the not so distant future. Bailout by GoK in the current economic environment is tough. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/7/2012 Posts: 11,901
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Ericsson wrote:lochaz-index wrote:watesh wrote:Those finance costs are chewing up this company. They are even growing faster than revenue More worrying is the increasing negative working capital YoY. This one will need a bailout in the not so distant future. Bailout by GoK in the current economic environment is tough. The finance costs had manifested themselves over the last 2 financial statements. Knowing how this company is run with its capital intensive and high cost infrastructure requirements and maintenance/replacement costs,things will be tough going forward. keep away, lessons learnt from ARM  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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Rank: Member Joined: 11/17/2018 Posts: 173 Location: Mars
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They have capacity for internal bailout by cutting CapEx (Sh20 billion last - down by half a dozen billion).
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