POWER AND ENERGY SECTOR

Look for VPEL

Yeah VPEL is at a good point. Good to collect. Rally will start sooner

Watch PAP and HPFL.

We can see a lot of good signs.

http://www.colombopage.com/archive_20A/Jan26_1580053441CH.php

how will be the current energy shortages will affect the power & energy sector companies?

@dakzsl wrote:how will be the current energy shortages will affect the power & energy sector companies?

I think government will go for private renewable energy again. "What it will be" is the point here. Will it be VPEL again? idk.

Research Docs of Energy/Power sector !

1) https://www.theequitycheck.com/filedata/fetch?id=42010

2) https://www.theequitycheck.com/filedata/fetch?id=42011

If there is any investor interested in Energy/Power sector, attached documents were very useful.

-Originally shared by gamaya from TEC
“Invest in knowledge and profits shall follow”

Edit - I am planning to enter into power sector which i have not entered into, views of members are really appreciated. Please don’t share any speculations in this thread. Healthy counter arguments will be useful with logical reasoning.

If you study well can understand the growth pintential it has

Power companies can moving past by taking even loans for doing further projects since government assistant is imminant for renewable energy sources.

@Captain wrote:If you study well can understand the growth pintential it has

I am trying to Mr.Captain, but i find it difficult with the technical terms included in the reports. Will do my best. Do provide your valuable insights. I am of the view that you are very experienced in CSE from your posts. Hence, your support will be very valuable for us, specially me.

@Captain wrote:Power companies can moving past by taking even loans for doing further projects since government assistant is imminant for renewable energy sources.

Does the government has interest on a particular type of renewable energy or is it renewable energy in general ?

This will help narrow down and target a high value growth stock in months to come.

There is VPEL, VLL, HPWR, PAP, HPFL and and LPL. (Please include if i have a missed a company)

It is important to identify the best value stock from above considering liquidity, future earning potential, market sentiment and correct entry point. This will help maximize profits in the shorter and medium term.

Views of Forum members are really appreciated.

https://m.youtube.com/watch?v=VMaOMbu894s
First see this and get insight about growth of hydro power plants in the vidulanka

In there directors are always ready to goahead with future projects

@Captain wrote:https://m.youtube.com/watch?v=VMaOMbu894s
First see this and get insight about growth of hydro power plants in the vidulanka

In there directors are always ready to goahead with future projects

Thank you for your guidance will start with above video !

https://www.lankabusinessonline.com/construction-work-of-sri-lankas-first-lng-power-plant-to-kick-off-this-month/

Construction work of Sri Lanka’s first LNG power plant to kick-off this month

Author LBO
Posted on November 5, 2020 | Power

Construction work on the Lakdanavi Liquefied Natural Gas (LNG) power plant is expected to begin in late November, making clean energy generation of Sri Lanka a reality, which has been discussed since 2005.

The Cabinet of Ministers has approved the proposal made by Power and Energy Minister Dullas Alahapperuma to construct the first LNG power plant in Sri Lanka.

Lanka Transformers Limited (LTL), which owns a majority stake in the Ceylon Electricity Board (CEB), has received the Cabinet approval for the construction and the power plant with a capacity of 300 megawatts will be commenced at the Lakdanavi Power Plant premises in Kerawalapitiya.

At present, about 35 percent of Sri Lanka’s national power generation comes from diesel power plants, the cost of production per unit of which is as high as 30 rupees. It is said that LNG power plants can reduce it up to 15 rupees per unit.

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@Mithooshan wrote:

@Captain wrote:Power companies can moving past by taking even loans for doing further projects since government assistant is imminant for renewable energy sources.

Does the government has interest on a particular type of renewable energy or is it renewable energy in general ?

This will help narrow down and target a high value growth stock in months to come.

There is VPEL, VLL, HPWR, PAP, HPFL and and LPL. (Please include if i have a missed a company)

It is important to identify the best value stock from above considering liquidity, future earning potential, market sentiment and correct entry point. This will help maximize profits in the shorter and medium term.

Views of Forum members are really appreciated.

Need to include LVEF ??

I have good knowledge about and some information regarding VLL.N that is the only share i can recommend
There is potential growth to happened.
At one time this could pasd 7 easily

@Captain wrote:I have good knowledge about and some information regarding VLL.N that is the only share i can recommend
There is potential growth to happened.
At one time this could pasd 7 easily

Agreed.  When time comes it will move towards real value. This is the best share sofar in power sector

I wanted to know information related to renewable energy as well. I read on the budget that by 2023 70% of power should be from renewable sources.

Also came across this info

"Sri Lanka on path to 100% renewable energy says a new joint report by UNDP and ADB. ... Of this, 15,000 MW will be wind energy and about 16,000 MW will be solar energy. Balance capacity is expected to be met by hydro and biomass based power plants."


So solar and wind power would be 2 main factors. 



went through the above companies that someone mentioned, LPL was mainly focused on wind and solar as well as VLL. 
This is a very good area to focus on. Hope to get more information.

@Raymond wrote:I wanted to know information related to renewable energy as well. I read on the budget that by 2023 70% of power should be from renewable sources.

Also came across this info

"Sri Lanka on path to 100% renewable energy says a new joint report by UNDP and ADB. ... Of this, 15,000 MW will be wind energy and about 16,000 MW will be solar energy. Balance capacity is expected to be met by hydro and biomass based power plants."


So solar and wind power would be 2 main factors. 



went through the above companies that someone mentioned, LPL was mainly focused on wind and solar as well as VLL. 
This is a very good area to focus on. Hope to get more information.

LPL Looks Interesting. Smell something.

LPL 
LVEF better future

LPL 
LVEF better future

I think, This will be the case for renewable energy companies for next few years

I think, This will be the case for renewable energy companies for next few years

PAP and VPEL seems front on the race to move up.... . Let's see.

Has anybody here done an analysis on P&E sector companies
1. How long their agreements with CEB are effective
2. Rates

With solar getting cheaper and competitive, purchase rates of CEB will come down within next 5 years.
Subsidies are given to enhance capacity , but that will eventually get the government cheap energy.

It’s definitely not an industry at risk , but we better be mindful of potential earnings.