POWER AND ENERGY SECTOR

soileconomy · **126** Re: POWER AND ENERGY SECTOR Mon Sep 22, 2014 7:13 am

soileconomy

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The biggest problem with energy companies is non renewal power purchasing agreements by CEB.if it is a long term agreement they are looking possibilities to limit the time period or if it is renewable energy source they may try to reduce buying price .Due that kind of issues institunal investors are not looking at this sector now.

Invest-Wise · **127** Re: POWER AND ENERGY SECTOR Mon Sep 22, 2014 9:52 am

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Guys I mentioned about Vallibel power sometime ago and posted the report along with a concession they are getting from government on revision of rates (avoided cost tariff). Friday the hydro power association has announced this. I learned that the additional revenue whiwill hot their bottom linewill be 130 million ruppees (0.15 per share) for Vallibel and 40 million (.10 cents per share) for viddul lanka. with rains and September being a good general quarter I am sure there is more value to be derived. Thought Id share this with you. For people who are holding these shares (including myself) happy times ahead

Sarabulathwita · **128** Re: POWER AND ENERGY SECTOR Mon Sep 22, 2014 10:25 am

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PROPRITER wrote:

Sarabulathwita wrote:

Dr Stock wrote:With rainy season,, i think the mini hydro power shares started moving.
Today heavy trading specially MEL and VLL came among the first
10 volume trades.
VPEL moved from 5.80 to 6.00 with bullish candlestick.
HPWR and HPFL moves slightly down.
PAP is flat yet.

Pls share your views...

Look at MEL still trading slightly bellow NAV. It was trading around 12-15 in very recent past

As far as I am concerned MEL has a good potential since its trading at around its all time low levels (6.50-7.50) as well as its NAV is Rs.6.87. Furthermore we can expect better corporate governance since there's Nonis Family in the Director Board (dividend of Rs.0.1)

On the other hand we have to consider the following negative factors as well.
As per my calculations Intrinsic value of the counter is at around Rs.5-5.50. Also there's a Director sell at around Rs.7.20.

Over to you!

(Disclaimer - I hold MEL)

I too agree with you.

NAV is 7.31 as per the June financials and dirrector selling is a normal selling, She used to sell the shares in order to settle a monthly obligation (MAY BE) if you look at the no of shares she sells from July - September 2014 about 100K in July and 50K in Sep. ( she is holding 2.9Mn shares) If she thinks that there is no potention, she should have sold at once, there are enough people in the market to buy as parcel and even she would sell continuously.

It is only my view

I hold 86,000 shares on my clients account and 25,000 shares on my staff account

I I love you

MEL though

Octopus · **129** Re: POWER AND ENERGY SECTOR Mon Sep 22, 2014 11:49 am

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Sarabulathwita wrote:

PROPRITER wrote:

Sarabulathwita wrote:

Dr Stock wrote:With rainy season,, i think the mini hydro power shares started moving.
Today heavy trading specially MEL and VLL came among the first
10 volume trades.
VPEL moved from 5.80 to 6.00 with bullish candlestick.
HPWR and HPFL moves slightly down.
PAP is flat yet.

Pls share your views...

Look at MEL still trading slightly bellow NAV. It was trading around 12-15 in very recent past

As far as I am concerned MEL has a good potential since its trading at around its all time low levels (6.50-7.50) as well as its NAV is Rs.6.87. Furthermore we can expect better corporate governance since there's Nonis Family in the Director Board (dividend of Rs.0.1)

On the other hand we have to consider the following negative factors as well.
As per my calculations Intrinsic value of the counter is at around Rs.5-5.50. Also there's a Director sell at around Rs.7.20.

Over to you!

(Disclaimer - I hold MEL)

I too agree with you.

NAV is 7.31 as per the June financials and dirrector selling is a normal selling, She used to sell the shares in order to settle a monthly obligation (MAY BE) if you look at the no of shares she sells from July - September 2014 about 100K in July and 50K in Sep. ( she is holding 2.9Mn shares) If she thinks that there is no potention, she should have sold at once, there are enough people in the market to buy as parcel and even she would sell continuously.

It is only my view

I hold 86,000 shares on my clients account and 25,000 shares on my staff account

I MEL though

did not follow this. but if a director selling means its not a good sign sara. juts my opinion.

PROPRITER · **130** Re: POWER AND ENERGY SECTOR Mon Sep 22, 2014 4:51 pm

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Thanks for the update sara,
I have to give some thought about your explanation regarding the Director sell... Laughing

OzTRADER · **131** Re: POWER AND ENERGY SECTOR Mon Sep 22, 2014 6:29 pm

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VPEl or VIDULANKA.......???????

Dr Stock · **132** Re: POWER AND ENERGY SECTOR Mon Sep 22, 2014 11:45 pm

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sarabulathwita and MEL lovers ,
why are so much obsessed with MEL ?
Why you think its better over VPEL and VLL.
Can u explain y MEL over VLL n VPEL?
Rolling Eyes

sureshot · **133** watch hydro power Fri Feb 06, 2015 1:04 pm

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time to buy hydro power company stocks...... Very Happy

Senior Citizen · **134** Re: POWER AND ENERGY SECTOR Fri Feb 06, 2015 1:08 pm

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sureshot wrote:time to buy hydro power company stocks......

Many are drowning in debt and there are letting the water flow without generating anything.

May be after the JKH and Banking share are done with.

Gainer · **135** Re: POWER AND ENERGY SECTOR Fri Feb 06, 2015 5:11 pm

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HPFL net asset value 7.00 , EPS last 3 month .28

i think this also good counter it can move up

nimantha80 · **136** Re: POWER AND ENERGY SECTOR Fri Feb 06, 2015 6:19 pm

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Only non mover is MEL

stockback · **137** Re: POWER AND ENERGY SECTOR Fri Feb 06, 2015 6:22 pm

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PAP is getting better

Lstyle · **138** Re: POWER AND ENERGY SECTOR Fri Feb 06, 2015 6:45 pm

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Will PAP declared a dividend. What do you think

fireshelter · **139** Re: POWER AND ENERGY SECTOR Fri Feb 06, 2015 7:11 pm

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Now VPEL Good Dividend yield

stockback · **140** Re: POWER AND ENERGY SECTOR Fri Feb 06, 2015 7:34 pm

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Lstyle wrote:Will PAP declared a dividend. What do you think

I think they did good quarter. in that case they can announce good dividend maybe 25 Cent.

maybe history can repeat (2011)

fireshelter · **141** Re: POWER AND ENERGY SECTOR Fri Feb 06, 2015 8:07 pm

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Rs.0.15 i think

stockback · **142** Re: POWER AND ENERGY SECTOR Fri Feb 06, 2015 8:12 pm

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2011 25 Cents. if they did good quarter we can expect that much. bcz 2014 didn't give Dividend yet

stockback · **143** Re: POWER AND ENERGY SECTOR Tue Feb 10, 2015 2:28 am

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PAP.N000

any news about "Padiyapelella Hydropower Limited (PHL) " power generations plug to National Grid

Padiyapelella Hydropower Limited (PHL) 90% stock hold by PAP

I need these details to decide selling point.

Gainer · **144** HYDRO POWER Sector Bull Run Tue Feb 10, 2015 3:35 pm

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PAP trading 3.40, VPEL trading 8.60 , VLL trading 6.50

HPFL still trading 6.00 and still trading below NAV 7.03

Net Asset Value per share 7.03

Earning per share last 3 month 00.28 cents

10% Shares only in the Retailers hand.

90% shares major share holders holding.

All time high price traded 21.80 few years ago.

IPO Shares issued price 10.00 per share.

kash1989 · **145** Re: POWER AND ENERGY SECTOR Tue Feb 10, 2015 6:14 pm

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You talking about Hpfl?

nimantha80 · **146** Re: POWER AND ENERGY SECTOR Tue Feb 10, 2015 6:27 pm

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What about MEL

Gainer · **147** Re: POWER AND ENERGY SECTOR Tue Feb 10, 2015 8:57 pm

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HPFL illiquid counter easy to move up cheers

NZ BOY · **148** Re: POWER AND ENERGY SECTOR Tue Feb 10, 2015 9:11 pm

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Gainer Dr.Sentivil selling ne HPFL

Senior Citizen · **149** Re: POWER AND ENERGY SECTOR Tue Feb 10, 2015 9:30 pm

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There may be a revision of the contracts and conditions for power generation. Impact on the share price may be severely high.

shan · **150** Re: POWER AND ENERGY SECTOR Tue Feb 10, 2015 10:24 pm

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Dr.Senthil today sold VLL at 6.00 after sold went up 6.50

HPFL also expecting something will happen.

Gainer · **151** Re: POWER AND ENERGY SECTOR Wed Feb 11, 2015 10:55 pm

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HPFL last september quarter EPS 00.28 cents and NAVPS 7.03 still trading below value.

HPFL today huge collection more than 740,000 shares.

Capton KIng Cool · **152** Hyadro Power Reservoirs up by 80%. Wed Aug 28, 2019 8:55 am

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Water Levels in the reservoirs on the Western lowlands of Centeralhills has increased By 80%, CEB Engineers says.

TURBO · **153** HYDROPOWER INDUSTRY Sat Oct 26, 2019 2:27 pm

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Will there be any positive movement in hydro power industry

fireshelter · **154** Re: POWER AND ENERGY SECTOR Sat Oct 26, 2019 5:54 pm

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Gainer Where are you Come to forum

roshan1039 · **155** Re: POWER AND ENERGY SECTOR Sat Oct 26, 2019 8:20 pm

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Hydro power sector is yet to start it's run
Hope next two weeks will be interesting

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