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Time to enter KQ?
the deal
#41 Posted : Wednesday, March 09, 2011 10:36:39 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
I believe KQ will post growth even if minimal in PAT come June 2011 but i will only make a come back in 20's....minimal risk at those levels.
VituVingiSana
#42 Posted : Thursday, March 10, 2011 2:47:23 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
the deal wrote:
I believe KQ will post growth even if minimal in PAT come June 2011 but i will only make a come back in 20's....minimal risk at those levels.
How full/empty was your Lusaka-Nairobi flight?
[BTW, why were you flying to Windhoek via Lusaka?]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
ecstacy
#43 Posted : Thursday, March 10, 2011 9:54:10 AM
Rank: Elder


Joined: 2/26/2008
Posts: 4,449
price is getting too tempting...
VituVingiSana
#44 Posted : Thursday, March 10, 2011 11:54:01 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
BTW, KQ is offering Nairobi-Mombasa/Malindi/Kisumu flights at 7,500 [Return all-taxes inclusive]. At this rate, I do not see how the other airlines will compete!

Of course, KQ is pushing this to fill the planes. The marginal cost of an additional passenger is 1 beer + 1 sandwich + some additional weight!

BTW, I understand KQ will introduce a special 3,000/- fare one-way! Almost as cheap as going by bus!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
the deal
#45 Posted : Thursday, March 10, 2011 12:18:14 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
VituVingiSana wrote:
the deal wrote:
I believe KQ will post growth even if minimal in PAT come June 2011 but i will only make a come back in 20's....minimal risk at those levels.
How full/empty was your Lusaka-Nairobi flight?
[BTW, why were you flying to Windhoek via Lusaka?]

The plane was quiet full...i was coming from Vic Fall/Zimbabwe.
VituVingiSana
#46 Posted : Thursday, March 10, 2011 12:22:43 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
the deal wrote:
VituVingiSana wrote:
the deal wrote:
I believe KQ will post growth even if minimal in PAT come June 2011 but i will only make a come back in 20's....minimal risk at those levels.
How full/empty was your Lusaka-Nairobi flight?
[BTW, why were you flying to Windhoek via Lusaka?]

The plane was quiet full...i was coming from Vic Fall/Zimbabwe.
Ah, yes... Lusaka flights sometimes go via Harare... They will get busy in Summer so direct Lusaka flights which saves an hour or so...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mozenrat
#47 Posted : Thursday, March 10, 2011 12:35:06 PM
Rank: Veteran


Joined: 5/18/2008
Posts: 796
VituVingiSana wrote:
BTW, KQ is offering Nairobi-Mombasa/Malindi/Kisumu flights at 7,500 [Return all-taxes inclusive]. At this rate, I do not see how the other airlines will compete!

Of course, KQ is pushing this to fill the planes. The marginal cost of an additional passenger is 1 beer + 1 sandwich + some additional weight!

BTW, I understand KQ will introduce a special 3,000/- fare one-way! Almost as cheap as going by bus!



They are competing by offering the same price.. I believe Fly540 is offering the same...
The Merchant
#48 Posted : Thursday, March 10, 2011 12:37:07 PM
Rank: Veteran


Joined: 5/24/2010
Posts: 846
Location: KENYA
KQ is headed for 30. I think margin trading is quite in order now.
mwanahisa
#49 Posted : Thursday, March 10, 2011 12:46:44 PM
Rank: Elder


Joined: 6/2/2008
Posts: 1,438
The Merchant wrote:
KQ is headed for 30. I think margin trading is quite in order now.


I am looking forward to reentry at the high 20s - 30. Even with all my reservations on a possible rights issue, rising oil prices, fuel and currency hedges, delays in aircraft deliveries, rising staff unrest and expected wage settlements, at 30 all that will have been priced in, or not so?!!!!
The Merchant
#50 Posted : Thursday, March 10, 2011 3:05:33 PM
Rank: Veteran


Joined: 5/24/2010
Posts: 846
Location: KENYA
mwanahisa wrote:
The Merchant wrote:
KQ is headed for 30. I think margin trading is quite in order now.


I am looking forward to reentry at the high 20s - 30. Even with all my reservations on a possible rights issue, rising oil prices, fuel and currency hedges, delays in aircraft deliveries, rising staff unrest and expected wage settlements, at 30 all that will have been priced in, or not so?!!!!


My thoughts also. I have losses elsewhere but this play may just cover them.smile
Gordon Gekko
#51 Posted : Thursday, March 10, 2011 5:25:05 PM
Rank: Elder


Joined: 5/27/2008
Posts: 3,760
It is showing up as a great bargain on my spreadsheet, 37% less than my average purchase price. So is Mumias, at 43% below my average purchase price. I will load up on it since I'm quite heavy on industrials (Mumias, KK and Total)
mwanahisa
#52 Posted : Thursday, March 10, 2011 6:02:35 PM
Rank: Elder


Joined: 6/2/2008
Posts: 1,438
Gordon Gekko wrote:
It is showing up as a great bargain on my spreadsheet, 37% less than my average purchase price. So is Mumias, at 43% below my average purchase price. I will load up on it since I'm quite heavy on industrials (Mumias, KK and Total)


I wonder if it will actually fall to the 30 level. If it does it will surely be a GREAT bargain. As it is, it is a good BUY. As for MSC, well, I just loaded on some today but this is part of my speculative purchases. When it gets to 6, I will be buying it to KEEP!
VituVingiSana
#53 Posted : Thursday, March 10, 2011 10:18:26 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
I have a feeling it all depends when gaddafi leaves... He has managed to stay on which makes investors nervous [will the use of force keep dictators in power] but if he is forced to leave then there is a feeling of 'we can'...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
ecstacy
#54 Posted : Friday, March 11, 2011 9:59:27 AM
Rank: Elder


Joined: 2/26/2008
Posts: 4,449
VituVingiSana wrote:
I have a feeling it all depends when gaddafi leaves... He has managed to stay on which makes investors nervous [will the use of force keep dictators in power] but if he is forced to leave then there is a feeling of 'we can'...


Britain & France seem keen to kick him out like yesterday and are just seeking ways of legitimizing any drastic action.
VituVingiSana
#55 Posted : Friday, March 11, 2011 1:38:08 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
ecstacy wrote:
VituVingiSana wrote:
I have a feeling it all depends when gaddafi leaves... He has managed to stay on which makes investors nervous [will the use of force keep dictators in power] but if he is forced to leave then there is a feeling of 'we can'...

Britain & France seem keen to kick him out like yesterday and are just seeking ways of legitimizing any drastic action.
Well, I would rather gaddafi goes but the lousy/useless african union is supporting gaddafi's dictatorship as well as his murder of libyans using planes & tanks.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
the deal
#56 Posted : Friday, March 11, 2011 4:19:59 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Outlook Downgraded to $8.6 Billion - High Oil Price Cuts Airline Profits by Almost 50%

http://ht.ly/46dBx




African carriers grew by 14.3% year-on-year and passenger traffic levels are now around 28% higher compared to the previous peak reached in early 2008. However, this market has a relatively small impact as it represents about 3% of the total traffic. African load factor grew slightly to 68.7%, the lowest of any region.

http://ht.ly/44IkW
Aguytrying
#57 Posted : Friday, March 11, 2011 5:07:28 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
KQ has too many dark clouds hanging over it, for me to buy. you never know with KQ. the current price, i never thought we'd see, still trying to grasp that.
The investor's chief problem - and even his worst enemy - is likely to be himself
qw25041985
#58 Posted : Friday, March 11, 2011 8:25:59 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
KQ is planing to do a rights issue ( reliable sources) . hence the massive offloading of shares by investors...a rights issue will be the most convenient way for the company to raise cash to its expansion....so i am sitting out of this stock...
Your future depends on your dreams so go to sleep !
mlennyma
#59 Posted : Friday, March 11, 2011 8:48:46 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
Incase of a rights issue,the only way to sweeten it is to get it underwritten and offer at 25bob
"Don't let the fear of losing be greater than the excitement of winning."
qw25041985
#60 Posted : Friday, March 11, 2011 9:29:16 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Technically ( since some of you just want to BUY BUY BUY BUY ) without knowing where the price is headed in the name of bargain hunting 34.00 price level is very significant level for KQ a break of this level will bring back 20.00 ....
i expect to see some price stagnation at 34.00 level (34.00 was a 52 week Intra
Day low on 9th March This Year) before we head for 20.00's ....
Your future depends on your dreams so go to sleep !
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