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KQ in 2010-11 (Boom, Bust or Blah)
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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We just hit a brick at 45 bob...this is weird hakuna speculators to drive it up in anticipation for 5 Nov...i think i must stock up on some antiacids before bloody 5 Nov.
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Rank: Member Joined: 5/27/2010 Posts: 324 Location: nrb
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mmmmhh, things so cold, @vvs neeeding props to think kq. But methinks nothing much will change in current rangebound until next year.
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Rank: Veteran Joined: 3/12/2010 Posts: 1,199 Location: Eastlander
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3rd November.. low of 43.. mhmm.. ..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Theres hidden demand somewhere waiting for supply to show up then pounce...who ever it is he is Clever.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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''Boom, bust or blah?'' We'll know in 36 hours GOD BLESS YOUR LIFE
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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[quote
Impressive results indeed...the shares should rally...i expect an EPS of 3.5 if my calculations save me right...[/quote]
EPS is 3.11 i'm a genious.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Got my kq dividends today, my first ever dividens as well. Such a wonderful feeling i have. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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the deal wrote:[quote
Impressive results indeed...the shares should rally...i expect an EPS of 3.5 if my calculations save me right... EPS is 3.11 i'm a genious.[/quote] That was very close. Expecting FY EPS 6.5 we should see KQ soaring to 65 bob. People should be seating on potential 50% upsurge
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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PKoli wrote:the deal wrote:[quote
Impressive results indeed...the shares should rally...i expect an EPS of 3.5 if my calculations save me right... EPS is 3.11 i'm a genious. That was very close. Expecting FY EPS 6.5 we should see KQ soaring to 65 bob. People should be seating on potential 50% upsurge[/quote] I think FY EPS of 6.5 is too conservative...i think they will do more than that cos historically KQ always performs better in the 2nd half remember holiday season is in the 2nd half...tickets are always at a premium...management is also very bullish about the 2H...a bonus is those toxic hedges have expired...hence they expect to save on their fuel costs...i expect a FY EPS of 7.5-8.5...that gives an upside of 60-100% on the current price at a conservative forward PE of 10...the risks being the strike, high oil prices...
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Rank: Member Joined: 1/31/2007 Posts: 304
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People hold off your celebrations......the results arent any good .....the devil is in the details..
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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the deal wrote:PKoli wrote:the deal wrote:[quote
Impressive results indeed...the shares should rally...i expect an EPS of 3.5 if my calculations save me right... EPS is 3.11 i'm a genious. That was very close. Expecting FY EPS 6.5 we should see KQ soaring to 65 bob. People should be seating on potential 50% upsurge I think FY EPS of 6.5 is too conservative...i think they will do more than that cos historically KQ always performs better in the 2nd half remember holiday season is in the 2nd half...tickets are always at a premium...management is also very bullish about the 2H...a bonus is those toxic hedges have expired...hence they expect to save on their fuel costs...i expect a FY EPS of 7.5-8.5...that gives an upside of 60-100% on the current price at a conservative forward PE of 10...the risks being the strike, high oil prices...[/quote] Then we could easily expect 100% upsurge. This tempts me to have 40% of my portfolio in KQ. I will then distribute the rest to KCB, CFC, CIC, MSC and KPLC.
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Rank: Member Joined: 1/31/2007 Posts: 304
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The hedges r goin to do them in once again..watch out..
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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moneydust wrote:The hedges r goin to do them in once again..watch out..
The hedges have expired...overall KQ vowed not to hedge 100% of their fuel again...check reuters...or refer to my earlier posts...but you can always stay out if dont believe wat the KQ bosses said.
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Rank: Chief Joined: 1/3/2007 Posts: 18,224 Location: Nairobi
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The hedges have NOT expired... The hedges remain in place but there was a 'provision/charge' against profits as shown in 'Other Comprehensive Income/Loss'... If the Oil Prices remain where they are, KQ will have a good 2H (from current indications) but the hedges will eat into the cash as they need to be paid off... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,224 Location: Nairobi
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http://www.businessdaily.../-/bxdurfz/-/index.html
KQ workers told to can it... for now... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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I hope that this makes the union give up. Kq cant afford to increase wages again, it'll hurt the margins again. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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KQ. Is trading huge volumes of late. Today 1.7m traded, is the share looking for direction, if institutions are indeed leaving, wonder why they would do so after such good results and future prospects ie fy 2010-11. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 6/2/2008 Posts: 1,438
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Aguytrying wrote:KQ. Is trading huge volumes of late. Today 1.7m traded, is the share looking for direction, if institutions are indeed leaving, wonder why they would do so after such good results and future prospects ie fy 2010-11. What drives you to the conclusion that institutions are leaving? Do you have any data for this? As far as I could tell today it was one group of Foreigners selling to another. And as always, if there is a buyer, you should also ask the question - what is it they are seeing that the sellers are not? Having said that, it is not unusual for a share to dip only for it to move up later. The problem with most of us investors is that we are too concerned with day-to-day movements. BTW, on Nov 16 2009, KQ was trading at Kshs 27.75.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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@mwanahisa. i dont have any evidence its institutions, the large volumes made me think so. Your intel is better. That year on year share price. Very interesting. And i hope history repeats itself-if you know what i mean. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 1/3/2007 Posts: 18,224 Location: Nairobi
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Folks... Don't worry AS LONG AS KQ PERFORMS... IMHO, they are doing OK... Flights are running with moderate-high PLFs... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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KQ in 2010-11 (Boom, Bust or Blah)
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