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Kenya Airways...why ignore..

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youcan'tstopusnow		#121 Posted : Sunday, January 29, 2012 2:16:10 PM
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa		VVS, the people need you now more than ever... GOD BLESS YOUR LIFE
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guru267		#122 Posted : Sunday, January 29, 2012 3:35:50 PM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		These two contradicting articles released on the same day will cause a very heavy sell off for KQ on monday.. www.businessdailyafrica....26/-/l6vixm/-/index.html www.reuters.com/article/...ws/idAFL5E8CR2N620120127 brace yourselves¡¡¡ Mark 12:29 Deuteronomy 4:16
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QW25091985		#123 Posted : Sunday, January 29, 2012 4:58:18 PM
Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood		Aiiish. This stock is to beaten down. There'll be no sell off. Anything below 20 bob is a buy b'coz rights price will be at 20 bob.
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jerry		#124 Posted : Sunday, January 29, 2012 5:29:26 PM
Rank: Elder Joined: 9/29/2006 Posts: 2,570		QW25091985 wrote: Aiiish. This stock is to beaten down. There'll be no sell off. Anything below 20 bob is a buy b'coz rights price will be at 20 bob. I'm ready to put in Ksh1M if it touches 16/=. The opposite of courage is not cowardice, it's conformity.
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itz		#125 Posted : Sunday, January 29, 2012 7:32:21 PM
Rank: Member Joined: 3/20/2009 Posts: 348		KQ will dilute the shares further by doing the rights issue.investing in airlines can be very volatile or how would you explain a drop from 53 to now 20.i think it settles sub 15 after the share dilution but by all means if you are a gambler buy the shares at the current price
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guru267		#126 Posted : Sunday, January 29, 2012 7:42:32 PM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		itz wrote: KQ will dilute the shares further by doing the rights issue.investing in airlines can be very volatile or how would you explain a drop from 53 to now 20.i think it settles sub 15 after the share dilution but by all means if you are a gambler buy the shares at the current price Wait for kesho my friend.. A new record low price will definitely print¡¡ Mark 12:29 Deuteronomy 4:16
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jerry		#127 Posted : Sunday, January 29, 2012 8:27:39 PM
Rank: Elder Joined: 9/29/2006 Posts: 2,570		guru267 wrote: itz wrote: KQ will dilute the shares further by doing the rights issue.investing in airlines can be very volatile or how would you explain a drop from 53 to now 20.i think it settles sub 15 after the share dilution but by all means if you are a gambler buy the shares at the current price Wait for kesho my friend.. A new record low price will definitely print¡¡ @itz. How can you advise buying at 20/= when you expect 15/=???/ The opposite of courage is not cowardice, it's conformity.
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Aguytrying		#128 Posted : Sunday, January 29, 2012 8:42:02 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		I say it wont move much. It's already beaten down. Post rights, i think it'll be trading sub 10 bob. The investor's chief problem - and even his worst enemy - is likely to be himself
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guru267		#129 Posted : Monday, January 30, 2012 12:08:04 AM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		Aguytrying wrote: I say it wont move much. It's already beaten down. Post rights, i think it'll be trading sub 10 bob. Right now only the rights issue was priced into the stock... Its no secret that the whole market and all analysts were expecting 2011 profits to be higher.. With the news of the profit warning there's no way around it.. a new price for the shares must be set significantly lower than where it is now starting tomorrow.. It is simply the rule of mr. market and he can never be defeated.. Mark 12:29 Deuteronomy 4:16
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QW25091985		#130 Posted : Monday, January 30, 2012 12:39:05 AM
Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood		i believe the market see's ahead . you want to tell me foreigners mostly didnt know or dnt know of the profit warning . i think that also has been priced in ( the stock barely moved with the current bounce) and i dnt expect much movement come monday ... Oh and remember the closing price is what matters tommorow !
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VituVingiSana		#131 Posted : Monday, January 30, 2012 11:02:58 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi		The Profit Warning threw me off... especially after a huge increase in pax numbers for 3Q 2011-12... That said, the bad news has been sorta accounted for... 2010-11 PAT 3.5bn then discount it by 35% divided by 462mn shares = 5/- Price 20/-, EPS 5/- = PER of 4 = cheap Look at from a longer term (I am not a trader/speculator) it means 25% Earnings Yield (matches T-Bills) yet there is upside in future years... Short-term price movements? No idea but likely to drop... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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hisah		#132 Posted : Monday, February 06, 2012 8:27:23 AM
Rank: Chief Joined: 8/4/2010 Posts: 8,977		I can see finally rights issue coming soon. I just wonder what the rights price will be since the share price has been on a faulty landing gear for months. Currently trading @18.95 with anatha pilot aka @deal having bailed out, the low of 2009 is likely to be tested. If the rights price is set @20 as rumoured, who will participate with the current market price sagging lower? Then later comes the dilution of the rights issue volume. This one is safer to watch from the sidelines until the dust settles even with a PE of 4 due to likely oil price spike. http://www.nation.co.ke/...8/-/p381ynz/-/index.html $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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mlennyma		#133 Posted : Monday, February 06, 2012 9:42:19 AM
Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi		Count the beneficiaries,,kcb or roar,,scangroup and cfc stanbic their cut is guaranteed...its only unfortunate that later this year politics will be at peak. "Don't let the fear of losing be greater than the excitement of winning."
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Goliath		#134 Posted : Monday, February 06, 2012 12:42:57 PM
Rank: New-farer Joined: 11/30/2009 Posts: 77 Location: Nairobi		Am reliably informed that two airlines are cming on the Nairobi to Dubai route.. Fly Dubai( low cost wing of Emirates) and Etihad.
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youcan'tstopusnow		#135 Posted : Sunday, February 12, 2012 1:11:43 PM
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa		Running an airline in Africa is not an easy task, at least not any more. Passengers are demanding top-of-the-range safety and service, small old planes can no longer do the job and global airline brands are flying in for a piece of the already busy airspace. Any African airline which wants to expand its fleet as a way to win the continent’s airspace faces a stiffer challenge in the coming years. Airports can no longer hold the surging traffic while governments dilly-dally in fixing the capacity problem largely due to economic challenges which have hurt funding for capital intensive projects. http://www.theeastafrica.../-/mne0waz/-/index.html GOD BLESS YOUR LIFE
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ProverB		#136 Posted : Monday, February 13, 2012 11:39:19 AM
Rank: Veteran Joined: 3/12/2010 Posts: 1,199 Location: Eastlander		..my basis for all KQ bashing has been this.. + That the stock isn't worth buying if they cannot translate pax numbers into profit..as of now..it is increasing passenger numbers and charging below cost.. a maxim that only sonko (MP Makadara) seems to understand considering free transport to and from town for eastlands during election campaigns ..thus excitement over new planes since 2005 hasn't translated into profit..neither has new routes..nor increased cargo tonnage.. ..comparison to Ethiopian Air..or Quatari and other fliers is of no use if you ain't in capacity to invest in them. :) Tito ought to go home. ..nothing justifies the rights issue..if increased transit cannot translate into profits.. and ofcourse..Hedging is not KQ's core business.. ..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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itz		#137 Posted : Monday, February 13, 2012 5:01:12 PM
Rank: Member Joined: 3/20/2009 Posts: 348		jerry wrote: guru267 wrote: itz wrote: KQ will dilute the shares further by doing the rights issue.investing in airlines can be very volatile or how would you explain a drop from 53 to now 20.i think it settles sub 15 after the share dilution but by all means if you are a gambler buy the shares at the current price Wait for kesho my friend.. A new record low price will definitely print¡¡ @itz. How can you advise buying at 20/= when you expect 15/=???/ @jerry i was not advising buying KQ at 20.i said if you are a gambler ie. ready to lose your money then by all means buy it at 20.i think it settles under 15 after rights issue
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hisah		#138 Posted : Thursday, February 16, 2012 8:44:32 PM
Rank: Chief Joined: 8/4/2010 Posts: 8,977		Intra-day lows of 17.50 hit today. This thing will bust the 2009 lows by next week. Still in no demand phase and the looming rights issue is not helping. Poor investors trapped here without an eject seat button... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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youcan'tstopusnow		#139 Posted : Friday, February 17, 2012 11:56:44 AM
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa		Top 15 busiest airports in Africa. S.A and North Africa dominate with 11 airports. JKIA at number 8. Many airports managed by private companies http://www.flight-africa...orts-in-africa.html?m=1 GOD BLESS YOUR LIFE
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fellifel		#140 Posted : Friday, February 17, 2012 12:30:56 PM
Rank: New-farer Joined: 5/16/2010 Posts: 14 Location: Nairobi		ProverB wrote: qw25041985 wrote: I dont see why people are panicin about kQ's weak margins.If they posted weak magrins in very robust economies then there might be a reason to be concernd.But that isnot clearly the case.a couple of few years back the economy wasnt in the greatest shape so KQ shld be pardond.Atleast it didnt post record losses like BA. . Please note..i have not said do NOT buy KQ..just pointed out their core business fortunes are fading. The core business is what defines the investment prospect.. KQ's core business has not been good over time..their making money on fuel derivatives though profitable... is not part of their core business..they may as well just quit air travel and go full on commodity trading if this fuel thingy seems so awesome!! sliding margins imply management is out of their depth..no matter how good plans are they do not seem to have capacity to stem dropping margins! But for share traders..bulk of decision to buy on sell is founded on investor behavior and ignorance..thus why "6 months down the line they will be rushing in" As solid investment option.. Kq has alot to explain If the shoe fits i wear it, if they'll make me money in 6months, all buy.
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