Wazua
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Kenya Airways...why ignore..
Rank: Chief Joined: 1/3/2007 Posts: 18,380 Location: Nairobi
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[quote=maka][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/...eo_of_malaysia_airlines[/quote] Tough year for MAS. They lost 2 planes in 2014. Did they become profitable by Dec 2014? SWA is not the right comparison. The dynamics are different. Jambojet can be compared to SWA not KQ. Nevertheless, there are lessons to be learnt from SWA and you can see these applied to JJ e.g. 'free seating' and fast(er) turnaround times. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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KQ also exhibiting distribution like KK. Still trapped in a bear trend since 2012 and looking poised to break below year low @7.60. Selling pressure is happening prior to FY announcement... Likely to announce another shocking loss. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 6/15/2013 Posts: 301
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hisah wrote:KQ also exhibiting distribution like KK. Still trapped in a bear trend since 2012 and looking poised to break below year low @7.60. Selling pressure is happening prior to FY announcement... Likely to announce another shocking loss. I don't think there is a loss big enough to be shocking anymore with KQ......this is factored in the price and dont think price will test 7/=....but will wait and see what mr.market decides....
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mulla wrote:hisah wrote:KQ also exhibiting distribution like KK. Still trapped in a bear trend since 2012 and looking poised to break below year low @7.60. Selling pressure is happening prior to FY announcement... Likely to announce another shocking loss. I don't think there is a loss big enough to be shocking anymore with KQ......this is factored in the price and dont think price will test 7/=....but will wait and see what mr.market decides.... It's not a matter of if, but when will KQ break below 7/- handle. My bad habit of chart reading is indicating clearly that the market will break below 7.60 enroute to sub 7/-
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Veteran Joined: 9/18/2014 Posts: 1,127
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If sub 7/= comes thats xmas for me though this share and kk have exhibited admirable resilience in the wake of record losses. Probably due to some unseen hands doing damage limitation. The main purpose of the stock market is to make fools of as many people as possible.
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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VituVingiSana wrote:obiero wrote:Boris Boyka wrote:obiero wrote:whenever I tell you about inside issues please do not question my information.. oneni sasa.. Yes frofet! Your portfolio looks better now  was worried at 90%+ KQ. Fear not brother. I have decided to go long haul on KQ. Everyone knows for sure, it will post a loss in its FYR as at 31.03.2015.. I am picking the bottom, since it cant possibly go lower than KES 8 per share It could not go below 20, then it could not go below 18, then it could not go below 15, 14, 12, 11, 10, 9... and now 8. Yes. 7.95 > 8.0 There was a time @Obiero asked what to do and we told him to SELL around 10.xy can't rem which thread! Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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Boris Boyka wrote:VituVingiSana wrote:obiero wrote:Boris Boyka wrote:obiero wrote:whenever I tell you about inside issues please do not question my information.. oneni sasa.. Yes frofet! Your portfolio looks better now was worried at 90%+ KQ. Fear not brother. I have decided to go long haul on KQ. Everyone knows for sure, it will post a loss in its FYR as at 31.03.2015.. I am picking the bottom, since it cant possibly go lower than KES 8 per share It could not go below 20, then it could not go below 18, then it could not go below 15, 14, 12, 11, 10, 9... and now 8. Yes. 7.95 > 8.0 There was a time @Obiero asked what to do and we told him to SELL around 10.xy can't rem which thread! I sold KQ at KSh 7.80 around 2001/02 and I believe it can even go below that figure again easily. Don't forget it was once at 114/=! No splits have been done. The opposite of courage is not cowardice, it's conformity.
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Rank: Member Joined: 5/31/2009 Posts: 226
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For years my uncle cried over safaricom, he held 985000 shares. His wife vetoed his decision to sell until now at 17 hes buying more. KQ will go up in the long run.
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Rank: Chief Joined: 1/3/2007 Posts: 18,380 Location: Nairobi
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jerry wrote:Boris Boyka wrote:VituVingiSana wrote:obiero wrote:Boris Boyka wrote:obiero wrote:whenever I tell you about inside issues please do not question my information.. oneni sasa.. Yes frofet! Your portfolio looks better now was worried at 90%+ KQ. Fear not brother. I have decided to go long haul on KQ. Everyone knows for sure, it will post a loss in its FYR as at 31.03.2015.. I am picking the bottom, since it cant possibly go lower than KES 8 per share It could not go below 20, then it could not go below 18, then it could not go below 15, 14, 12, 11, 10, 9... and now 8. Yes. 7.95 > 8.0 There was a time @Obiero asked what to do and we told him to SELL around 10.xy can't rem which thread! I sold KQ at KSh 7.80 around 2001/02 and I believe it can even go below that figure again easily. Don't forget it was once at 114/=! No splits have been done. And you kula-ed interest (or re-invested) from that 7.80 for 14 years! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,380 Location: Nairobi
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premio wrote:For years my uncle cried over safaricom, he held 985000 shares. His wife vetoed his decision to sell until now at 17 hes buying more. KQ will go up in the long run. Different businesses. Your aunt is a smart woman. Ask her what she says about KQ? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Kenya Airways...why ignore..
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