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Kenya Airways...why ignore..
Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Horton wrote:VituVingiSana wrote:What does this mean? @horton KQ expands flights with KLM http://www.nation.co.ke/...-/12mpwr9z/-/index.html
I understanding sharing flights/sales with KLM to/from Nairobi-Paris-France but why would KLM give up direct sales/flights to Entebbe, etc? Does this mean KQ will fly NBO-EBB-AMS as opposed to EBB-NBO-AMS? basically a code share....flights maybe operated by KLM but KQ gets a cut in it and vice versa. Slightly more exclusive than the partner airlines, in that KQ routes are also advertised as if operated by KLM and vice versa.......similar to the Code share we have with Etihad. only difference is that it casts a wider net i.e. BJM/JRO n KGL for KQ and LHR/CDG for KLM KQ doesn't (& can't) operate flights using 5th freedom to AMS/CDG from most African countries. So why would KLM give up revenue to KQ? And how does KLM benefit in the expanded arrangement from KQ? [AMS & CDG are already covered]. Only exception I see is NBO-LHR [and perhaps LHR-USA via Delta using AF/KLM codeshare or agreement with Delta] which KQ flies but KLM cannot. Currently only 7x week. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi
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@bwana VVS
KLM owns over 20% of KQ, it would make sense of them, to utilise synergies and not compete on the same routes.....they have been doing so for years, and its nothing new.....point to note is that KQ routes e.g. NBO-KGL or etc are more profitable than the traditional short haul european routes
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Is Jambo Jet dead? http://www.businessdaily...0/-/11giea2/-/index.htmlGreedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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DUBAIโEmirates Airline on Sunday placed a $76 billion order with Boeing Co. at the Dubai airshow for 150 of the manufacturer's new 777X aircraft, helping make the model the largest product launch in commercial jetliner history. http://online.wsj.com/ne...985504579203260653033076"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
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Bull camp - obiero & murchr (those that have stuck it out) Bear camp - many wazuans. Sentiment - very bearish. Trade meter - extreme negative sentiment So far since printing 9/- it has bounced to 13/- Short selling will make such plays very interesting. In KQ's case, a short squeeze has started, but slowly. Above 15 the short squeeze starts getting stronger legs after breaking down the 12 - 14 resistance forest. At this point a short seller who bought at 10 expecting the price to tank to a set target say 8 is now sitting in losses as price rallies. The short seller panics and takes his losses at 15. If many short sellers cut their losses in a rush the short squeeze gets stronger legs and price vaults causing margin calls. Welcome to high tempo volatility with sizable losses and gains depending on the camp you chose. An example of how short selling would have fried some in this KQ corner. Thus why I've been fancing trading laggards since they have the higher chance of rallying hard in the coming rotation. And not just any laggards... MSC not yet. KK, KPLC, KQ na NBK team recovery for my picks in 2014. Interesting that @kausha fancies KK, but bashes KQ as @obiero defends it. And so the drama continues  $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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hisah wrote:Bull camp - obiero & murchr (those that have stuck it out) Bear camp - many wazuans. Sentiment - very bearish. Trade meter - extreme negative sentiment So far since printing 9/- it has bounced to 13/- Short selling will make such plays very interesting. In KQ's case, a short squeeze has started, but slowly. Above 15 the short squeeze starts getting stronger legs after breaking down the 12 - 14 resistance forest. At this point a short seller who bought at 10 expecting the price to tank to a set target say 8 is now sitting in losses as price rallies. The short seller panics and takes his losses at 15. If many short sellers cut their losses in a rush the short squeeze gets stronger legs and price vaults causing margin calls. Welcome to high tempo volatility with sizable losses and gains depending on the camp you chose. An example of how short selling would have fried some in this KQ corner. Thus why I've been fancing trading laggards since they have the higher chance of rallying hard in the coming rotation. And not just any laggards... MSC not yet. KK, KPLC, KQ na NBK team recovery for my picks in 2014. Interesting that @kausha fancies KK, but bashes KQ as @obiero defends it. And so the drama continues "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
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Sellers a-plenty while Buyers bidding lower & lower. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 2/8/2007 Posts: 808
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@Muchr, KQ is just going through a rough business cycle that caught them ngothaless. They were not prepared well enough and their preparations are taking place in the downturn of the cycle. Two things can happen, the trough is probably nigh (within the next 12 months) and therefore all these plane purchases will make loads of sense in 2015 going forward. Alternatively, the trough in the cycle could be several months away in which case KQ will probably struggle when they get the new planes regardless. The decision then becomes what point does the investor see the cycle to be at.
On KK, investors have just over punished the stock for management choices that backfired last financial year without understanding what led to the choices and what management has done to address the choices. Fortunately during the same punishment period the can has made very many changes that have definitely improved the business. In a way in KK you have a value double whammy emanating from fixing of errors and also wide-ranging changes in the business. What this translates to....only the market can tell.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Kausha wrote:@Muchr, KQ is just going through a rough business cycle that caught them ngothaless. They were not prepared well enough and their preparations are taking place in the downturn of the cycle. Two things can happen, the trough is probably nigh (within the next 12 months) and therefore all these plane purchases will make loads of sense in 2015 going forward. Alternatively, the trough in the cycle could be several months away in which case KQ will probably struggle when they get the new planes regardless. The decision then becomes what point does the investor see the cycle to be at.
On KK, investors have just over punished the stock for management choices that backfired last financial year without understanding what led to the choices and what management has done to address the choices. Fortunately during the same punishment period the can has made very many changes that have definitely improved the business. In a way in KK you have a value double whammy emanating from fixing of errors and also wide-ranging changes in the business. What this translates to....only the market can tell. Now that you who sees these cycles why havent you tried to make money out of them? KQ operates on level 5 of the environmental turbulence thus even that 2015 is not known and thats the joy of the aviation business. No one knows how the oil market will behave in 2014 so please dont lie to wazuans about 2015 being anything to KQ even with the new fleet. "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
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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time to buy again.. throw away price
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 2/8/2007 Posts: 808
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Supply vols vs Demand looking like a typhoon about to land. I will wait for the throwest away of prices close to 10. Must admit KQ made good returns for most investors between October and last week.
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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It's an airline so I don't want to use the term 'crashing' in regards to it's share price but... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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obiero wrote:time to buy again.. throw away price breakdown the 8 
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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mwekez@ji wrote:obiero wrote:time to buy again.. throw away price breakdown the 8 What did he say his average buying price was?...11.25? The price goes to 14,he holds on.Mr Market thinks otherwise and reverse gear engaged.Maybe he should have stuck with HF he dumped at 24....but then he is for the long term...we wait.
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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Impunity wrote:obiero wrote:anyone interested in sellin at 14 should do so tomorrow.. the price is likely to draw back for atleast two weeks before regainin ground. eventually, upon nearing release of full year results, plus chance of modest dividend, the price will crack past 20 with ease. watch and learn Let those who ears to hear! call me a prophet?
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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KQ, Ethiopian Airways acquire new planes as race for China intensifies http://www.businessdailyafrica....60/-/89wox2/-/index.html
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Rank: Elder Joined: 6/8/2013 Posts: 2,517
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"๐๐กKQ makes money for everyone except the shareholder ๐๐ " overheard in Wazua
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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^ watu wa bus wapande bus
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 11/1/2013 Posts: 257
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obiero wrote:obiero wrote:Magnate wrote:obiero wrote:anyone interested in sellin at 14 should do so tomorrow.. the price is likely to draw back for atleast two weeks before regainin ground. eventually, upon nearing release of full year results, plus chance of modest dividend, the price will crack past 20 with ease. watch and learn @obiero ,you predicted it right "the price draw back" i know a bit about the stock market in east africa. been actively engaged in the markets since 2006 @magnate danke schon. merci beacoup. ber ahinya @ obiero de rien..i joined the market the same period tho i have not been as active as you. No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
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Rank: Elder Joined: 6/8/2013 Posts: 2,517
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obiero wrote:^ watu wa bus wapande bus "๐๐กKQ makes money for everyone except the shareholder ๐๐ " overheard in Wazua
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