Wazua
»
Investor
»
Stocks
»
Kenya Airways FY 2012/13 after tax loss of 7.8bn
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
The NAV on this thing is not sooo bad... 31billion to be precise! Even if they lost another 4.4billion this year we would still have a NAV per share of 17.95bob... If you ask me after further analysis, I think its time to speculate on this one since at 8-9 bob we are at 50% of forward book value  Mark 12:29
Deuteronomy 4:16
|
|
|
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
guru267 wrote:The NAV on this thing is not sooo bad... 31billion to be precise! Even if they lost another 4.4billion this year we would still have a NAV per share of 17.95bob... If you ask me after further analysis, I think its time to speculate on this one since at 8-9 bob we are at 50% of forward book value @guru, what do you have on the "further analyis"
|
|
|
Rank: Elder Joined: 6/8/2013 Posts: 2,517
|
 Every day I look how this stock has haemorrhaged... i console my self that my money did not go to waste but was a good investment in the Kenya's Rugby Sevens Team.  Those of us sailing in kwa hii Masua pigeni moyo konde for the patriotic duty our investment is doing for this country every try counts  "😖😡KQ makes money for everyone except the shareholder 😏😏 " overheard in Wazua
|
|
|
Rank: Member Joined: 7/1/2008 Posts: 323
|
This is the time to buy, buy and buy.
|
|
|
Rank: Member Joined: 5/7/2010 Posts: 282 Location: Nairobi
|
jokes wrote:This is the time to buy, buy and buy. I AGREE. "The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell." - Sir John Templeton.
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,555 Location: nairobi
|
mwekez@ji wrote:guru267 wrote:The NAV on this thing is not sooo bad... 31billion to be precise! Even if they lost another 4.4billion this year we would still have a NAV per share of 17.95bob... If you ask me after further analysis, I think its time to speculate on this one since at 8-9 bob we are at 50% of forward book value @guru, what do you have on the "further analyis" @mwekezaji. hauoni? all indications favor KQ for a suprise push upwards circa KES 17 in mid term and possibility of KES 45 and above in next three years
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
|
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
|
|
|
|
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
|
|
|
Rank: Chief Joined: 8/4/2010 Posts: 8,977
|
obiero wrote:mwekez@ji wrote:guru267 wrote:The NAV on this thing is not sooo bad... 31billion to be precise! Even if they lost another 4.4billion this year we would still have a NAV per share of 17.95bob... If you ask me after further analysis, I think its time to speculate on this one since at 8-9 bob we are at 50% of forward book value @guru, what do you have on the "further analyis" @mwekezaji. hauoni? all indications favor KQ for a suprise push upwards circa KES 17 in mid term and possibility of KES 45 and above in next three years I agree with both @guru and @obiero. The market has discounted the share too long as gross bearish extreme sentiments take effect more than a year now. The overselling will have to reset at some point. That overselling plus price crash make an interesting cocktail for a snappish rebound on any hint of a slightest of recovery. I look forward to trade that rebound where bad news will be good news and good news becomes very good news. Rebound very likely to post 50%, but 100% is also likely. However bullish case remains unseen for at least more 18 months using TA triangle projections. Turn window around May - June 2014 then Jan - Feb 2015. Yep, large time frames, no short term shortcuts for now. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
|
|
|
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
Fundies must come through ASAP here, same goes for KK.
|
|
|
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
|
|
|
Rank: Chief Joined: 8/4/2010 Posts: 8,977
|
mwekez@ji wrote:8.30 printed!!! Flagging the intention; sub 9. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
hisah wrote:mwekez@ji wrote:8.30 printed!!! Flagging the intention; sub 9. ata kobole can print here The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Chief Joined: 8/4/2010 Posts: 8,977
|
Precision Air seeks $32 million state bailout... KQ owns 41% of this airline - http://www.businessdaily...6/-/i9t4a3/-/index.html
Bunker sentiments at KQ... Mr market still not merciful. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
|
|
|
Rank: Elder Joined: 2/26/2012 Posts: 15,980
|
Not good at all "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
|
|
|
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
Indeed not good ... Fate is against this counter.
|
|
|
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
Aguytrying wrote:hisah wrote:mwekez@ji wrote:8.30 printed!!! Flagging the intention; sub 9. ata kobole can print here ata lower
|
|
|
Rank: Veteran Joined: 3/16/2009 Posts: 1,464
|
15/Sept/2013 9.85
Purchase 50,000 shares
15/Dec/2013 13.85
Unit difference 4
Pesa ya Xmas Kshs 200,000
|
|
|
Rank: Elder Joined: 6/2/2008 Posts: 1,438
|
Shares at 9.00 begging for a taker. Bidders well below.
As expected, post the results the share price was headed in only one direction (DOWN) and it still is, unless there is a dramatic positive event, of which I can't see any on the horrizon ATM.
|
|
|
Rank: Chief Joined: 8/4/2010 Posts: 8,977
|
VWAP currently 8.85 and likely to close sub 9/- Sad this in a bullish period spanning from May 2012... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
|
|
|
Wazua
»
Investor
»
Stocks
»
Kenya Airways FY 2012/13 after tax loss of 7.8bn
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|