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SCOM on the run again
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Jaguar
#11 Posted : Friday, January 08, 2010 8:36:48 AM
Rank: Member

Joined: 6/7/2007
Posts: 263
Location: humu humu
@vvs, this is not wanjiku selling
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sparkly
#12 Posted : Friday, January 08, 2010 10:24:31 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
@mukiha, What is the value of this company NAV, DCF etc
Life is short. Live passionately.
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VituVingiSana
#13 Posted : Friday, January 08, 2010 1:16:32 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
@jaguar - I hope so...

I saw this happening in EABL where the wanjiku/local shareholders sold out just before the HUGE value creation in EABL...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sheep
#14 Posted : Friday, January 08, 2010 1:53:02 PM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
KQ is where the real action is,the potential on the upside is far more greater than Safcom
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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Pierce
#15 Posted : Monday, January 11, 2010 7:09:00 AM
Rank: Veteran

Joined: 3/16/2009
Posts: 1,464
@ Sheep,

What's your prediction for KQ price....with dates offcourse!
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VituVingiSana
#16 Posted : Wednesday, January 13, 2010 8:14:44 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Safaricom at 5.30 but headed to 5.50

The cost of trades on NSE puts me off otherwise I would like to ride the safaricom wave.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#17 Posted : Wednesday, January 13, 2010 8:17:59 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
@pierce - Well, KQ has touched 45/- recently though the current price is 41.

I have said it on other forums but I am looking at a minimum of 42/- by 1 June 2010 (after results are announced). This forecast was initially made when KQ was still in the low 30s.

Would I sell now? I am not sure. I am waiting for more information i.e. 3Q pax results.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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cnn
#18 Posted : Wednesday, January 13, 2010 8:33:53 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
@vvs
the hedges still concern me as of now,but looks an excellent counter post 09/10 result announcement.
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Pierce
#19 Posted : Wednesday, January 13, 2010 8:55:50 AM
Rank: Veteran

Joined: 3/16/2009
Posts: 1,464
@vvs,

My speculation is that it will hit Kshs 50 before end of Feb'10

Stay put!
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VituVingiSana
#20 Posted : Wednesday, January 13, 2010 9:23:52 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
@cnn - The hedges are rolling off. The one-time hit FY 2008-9 took care of it. The cash losses (as the hedges mature) do concern me but KQ has enough cash to pay them off.

The increase in oil from $50 to $70-84 since 30 Sep 2009 will (sorta) benefit KQ though I prefer lower oil prices.

The 1H was affected by a huge 1-off charge (600mn) for the crew (strike)... this was an amount that included some back-dated payments.

2H seems to have better prospects (as said at the AGM)... and WC 2010 will provide a boost for KQ's 2H results.

@Pierce - I put my money where my mouth is... and I am invested in KQ... the higher the better...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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