wazua Mon, May 4, 2026
Welcome Guest Search | Active Topics | Log In

1,590 Pages«<156157158159160>»
Kenya Airways...why ignore..
Options
Previous Topic · Next Topic
Pesa Nane
#1571 Posted : Wednesday, April 01, 2015 1:22:46 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
@obiero there is a certain @kiash you will love to kill at the Kenya Diaspora Investment Conference who is pleading with the president and his government to force KQ to have lower flight fares for Kenyan citizens.

UMK: KQ operates in a purely commercial environment...... Applause
Pesa Nane plans to be shilingi when he grows up.
Back to top
  |
Pesa Nane
#1572 Posted : Wednesday, April 01, 2015 2:04:19 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
MaichBlack wrote:
@vvs - I know you cut your losses on KQ and you are probably never looking back but what would you consider as the right price to get a piece of KQ. I don't see KQ collapsing. At the very least the government will never let that happen.

Before the latest round of gymnastics, I was targeting 7/=. But with the new information now available, even that is too high!! Will we see 5/= after the results?

What is the NAV for the company.

Other wazuans (other than @Obiero; He he he) can also contribute.

@Obiero, nothing personal. I know you will tell me it will be 25/= by August.... Laughing out loudly


KQ Fundamentals: Data: D&B
01. Market Price: Ksh. 8.20
02. Real EPS: -2.26
03. Trailing EPS: -5.89
04. P/E: -3.6
05. Trailing P/E: -1.4
06. NAV per share: Ksh. 10.01
07. P/B: 0.8
08. Shares issued: 1,496,469,035
09. Dividend Yield (%): 0
10. Dividend Per Share: Ksh. 0.00
11. % Retention Rate: 100
12. % Growth: -22.58
13. PEG (actual): 0.16
14. Market Capitalisation: Ksh. 12,271,046,087.00
15. Shareholders Equity: Ksh. 14,976,000,000.00
16. ROE: (22.58)

@MaichBlack I hope this helps.


Pesa Nane plans to be shilingi when he grows up.
Back to top
  |
sparkly
#1573 Posted : Wednesday, April 01, 2015 2:12:48 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
lochaz-index wrote:
MaichBlack wrote:
@vvs - I know you cut your losses on KQ and you are probably never looking back but what would you consider as the right price to get a piece of KQ. I don't see KQ collapsing. At the very least the government will never let that happen.

Before the latest round of gymnastics, I was targeting 7/=. But with the new information now available, even that is too high!! Will we see 5/= after the results?

What is the NAV for the company.

Other wazuans (other than @Obiero; He he he) can also contribute.

@Obiero, nothing personal. I know you will tell me it will be 25/= by August....


Book value is currently at 10bob when you've accounted for the H1 2014 loss... likely to dip to 7ish on fy2014. Am also looking to get in here at 7 or lower but speculatively since am not too sure ngunze and his team have what it takes to turn this plane around and the return to profitability would likely take 2 years.
P. S this share almost always trades at book value with a small discount/premium on it.


The question is not now low it can go but how long it will take before you as an investor return a profit!

Why wait for 10 years to double your money in KQ(without certainty) when you can buy Kenya Re today and double your money in one year, with certainty?
Life is short. Live passionately.
Back to top
  |
$moothie!
#1574 Posted : Wednesday, April 01, 2015 2:45:17 PM
Rank: Member

Joined: 3/20/2008
Posts: 8
...Jambojet is one year today and already expanding thro additional leased capacity and new destiantions to Diani, Malindi, and lamu.
Given that Uk advisories are against Moi international airport, i see more capacity being taken up by Jambo jet. For tourists who may wish to avoid Mombasa island
Back to top
  |
lochaz-index
#1575 Posted : Wednesday, April 01, 2015 4:04:02 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
sparkly wrote:
lochaz-index wrote:
MaichBlack wrote:
@vvs - I know you cut your losses on KQ and you are probably never looking back but what would you consider as the right price to get a piece of KQ. I don't see KQ collapsing. At the very least the government will never let that happen.

Before the latest round of gymnastics, I was targeting 7/=. But with the new information now available, even that is too high!! Will we see 5/= after the results?

What is the NAV for the company.

Other wazuans (other than @Obiero; He he he) can also contribute.

@Obiero, nothing personal. I know you will tell me it will be 25/= by August....


Book value is currently at 10bob when you've accounted for the H1 2014 loss... likely to dip to 7ish on fy2014. Am also looking to get in here at 7 or lower but speculatively since am not too sure ngunze and his team have what it takes to turn this plane around and the return to profitability would likely take 2 years.
P. S this share almost always trades at book value with a small discount/premium on it.


The question is not now low it can go but how long it will take before you as an investor return a profit!

Why wait for 10 years to double your money in KQ(without certainty) when you can buy Kenya Re today and double your money in one year, with certainty?


@sparkly I believe @maich is looking for an entry point(correct me if am wrong) and I offered the probable swing margins. Imho opinion the market may have already factored in the bad news and we may not be seeing a sub 7price even after release of the fy results.
As regards doubling/return on capital invested the new oscillation range may be 7-11/= (TA guys can help here) giving a potential 50% return in the course of the year. Kenya re vs kq the former is a better long term bet but the latter can still make you the equivalent return speculatively... nothing is a certainty with Mr market.
The main purpose of the stock market is to make fools of as many people as possible.
Back to top
  |
obiero
#1576 Posted : Wednesday, April 01, 2015 6:37:27 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,321
Location: nairobi
VituVingiSana wrote:
obiero wrote:
With revenues still in excess of $1.5B, the firm can be said to be in a bad state of health, but not its death bed

Enron had huge revenues.
US airlines (before they went bankrupt & wiped out Ordinary Shareholders) had huge revenues.
Revenues are not profits.

Hehe. Emotions wacha.. Ofcourse revenues can never be profits
COOP, IMH, KEGN, KQ, MTNU
Back to top
WWW
  | | Edit by user: Wednesday, April 01, 2015 6:40 PM | Reason: confusion by vvs
streetwise
#1577 Posted : Wednesday, April 01, 2015 6:45:29 PM
Rank: Veteran

Joined: 6/23/2011
Posts: 1,740
Location: Nairobi
The major issues that teh investor needs rview is teh high cost of runimng an airline and how the managemnt is proposing to deal with it.

For now borrowing to pay salaries and not telling us thier projections for the future sounds like they want us to ask them to go home and blame us for it.
Back to top
  |
VituVingiSana
#1578 Posted : Wednesday, April 01, 2015 7:24:45 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,380
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
With revenues still in excess of $1.5B, the firm can be said to be in a bad state of health, but not its death bed

Enron had huge revenues.
US airlines (before they went bankrupt & wiped out Ordinary Shareholders) had huge revenues.
Revenues are not profits.

Hehe. Emotions wacha.. Ofcourse revenues can never be profits

Laughing out loudly Laughing out loudly Laughing out loudly KK will give me 20 cents in dividends. I'll use it on Jambojet Laughing out loudly Laughing out loudly Laughing out loudly
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
maka
#1579 Posted : Thursday, April 02, 2015 12:10:39 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Warren Buffett’s Investing Blind Spot: Airlines - WSJ - http://www.wsj.com/articles/BL-MBB-31434

Southwest Airlines’ profitability: How the company uses operations theory to fuel its success. - http://www.slate.com/art..._fuel_its_success_.html

MAS to turn profitable end 2014 under new plan, says commercial chief - The Malaysian Insider - http://www.themalaysiani...an-says-commercial-chief
possunt quia posse videntur
Back to top
  | | Edit by user: Thursday, April 02, 2015 12:27 AM | Reason: Not specified
maka
#1580 Posted : Thursday, April 02, 2015 12:33:01 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
[quote=maka]Warren Buffett’s Investing Blind Spot: Airlines - WSJ - http://www.wsj.com/articles/BL-MBB-31434

Southwest Airlines’ profitability: How the company uses operations theory to fuel its success. - http://www.slate.com/art..._fuel_its_success_.html

MAS to turn profitable end 2014 under new plan, says commercial chief - The Malaysian Insider - http://www.themalaysiani...n-says-commercial-chief[/quote]

Turning around a struggling airline: An interview with the CEO of Malaysia Airlines | McKinsey & Company - http://www.mckinsey.com/...ceo_of_malaysia_airlines
possunt quia posse videntur
Back to top
  |
1,590 Pages«<156157158159160>»
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.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.