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guru267		#31 Posted : Tuesday, March 13, 2012 11:46:56 AM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		VituVingiSana wrote: 1) The rates are much lower than 10% of USD loans. Probably closer to 5% coz borrowed from US EXIM Bank. So you believe 5 years from now KQ will manage to pay 9billion in just interest every year... Mark 12:29 Deuteronomy 4:16
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VituVingiSana		#32 Posted : Tuesday, March 13, 2012 12:05:53 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,376 Location: Nairobi		guru267 wrote: VituVingiSana wrote: 1) The rates are much lower than 10% of USD loans. Probably closer to 5% coz borrowed from US EXIM Bank. So you believe 5 years from now KQ will manage to pay 9billion in just interest every year... I didn't say that but just pointed out the interest costs [coz new loans are likely to be in US$] I believe the KES 9bn is affordable AS LONG AS the flights run (average) 70% full, fuel prices are reasonable & JKIA remains a decent hub airport. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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mlennyma		#33 Posted : Tuesday, March 13, 2012 1:12:25 PM
Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi		Its panic,panic,panic pls run away. "Don't let the fear of losing be greater than the excitement of winning."
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Sufficiently Philanga....thropic		#34 Posted : Tuesday, March 13, 2012 1:23:18 PM
Rank: Elder Joined: 9/23/2010 Posts: 2,225 Location: Sundowner,Amboseli		Panic central this @SufficientlyP
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Aguytrying		#35 Posted : Tuesday, March 13, 2012 1:25:26 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		Gordon Gekko wrote: @Aguytrying.I am NOT fascinated by your accurate calculations. You have made the assumption that there will be no increase in earnings. KQ have stated their target is 100 planes. They must have done some logical analysis to arrive at this figure. Please remember that KQ have consistently had a load factor of 69%, a number I'm confident they will maintain even with the 100 planes. The risk to KQ in my books are staff costs. Fuel spikes, hedges, crashes can be mitigated but they need to somehow resolve the HR riddle. I expect a depression in price, ksh 10 is not far fetched, but I have previously bought at ksh 6.75 and got out in the 100s. For sure, this is not for the faint hearted but the rewards are worth it. I was strictly predicting EPS for current financial year 2012, with regards to dilution by the rights. And not 2013 and beyond. The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying		#36 Posted : Tuesday, March 13, 2012 2:17:50 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		When will the planes be delivered, whats the schedule of plane delivery? i believe there were some expected even before rights issue. Falling by the maximum 10% rule today. Its a good aggressive expansion plan, i'm pessimistic if they will pull it off. The investor's chief problem - and even his worst enemy - is likely to be himself
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Cde Monomotapa		#37 Posted : Tuesday, March 13, 2012 2:21:02 PM
Rank: Chief Joined: 1/13/2011 Posts: 5,964		mwekez@ji wrote: Citi Bank to underwrite the offer Interesting. Shrewd way of securing a client for the longrun ;-)
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Sure		#38 Posted : Tuesday, March 13, 2012 3:28:11 PM
Rank: Member Joined: 9/9/2010 Posts: 546 Location: Garissa		KQ 16:5 rights will burn your fingures If you can, sell your secondary rights of KQ at NSE and forfeit paying 14 bob for every 5 shares you have. KQ will start making positive returns from the rights issue partially in 2014 and the Dreamline delivery will have to work like clock work for KQ to give good returns for those who will have been holding the baby from 2012 to 2014. Wait for KQ at 10 bob or less after the rights issue and just when elections fever will be high as we end the year and before March 2013 or June 2013 if there will be a rerun. Those who have ears, let them hear. I foresee a political assassination this year. They have eyes, but do not see, they have ears but do not hear. Wisdom to detect when share prices hit rock bottom. When interest on bonds keep going up, you know the bear run is on high street. When interest on bonds start leveling, the bear has met the bull and they have hit rock bottom. When the interest rates on bonds start coming down, the bull has overpowered the bear and you better be riding the bull.
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FUNKY		#39 Posted : Tuesday, March 13, 2012 5:39:33 PM
Rank: Veteran Joined: 4/30/2010 Posts: 1,635		A great quote by some one "When you raise capital, always under promise and over deliver."
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mkonomtupu		#40 Posted : Tuesday, March 13, 2012 5:48:57 PM
Rank: Veteran Joined: 2/10/2010 Posts: 1,001 Location: River Road		airlines are just capital gobblers it's like feeding a monster you don't feed it, it will bite you. I would rather give my capital to another sector financial or retail but not airlines.
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