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Kenya Airways...why ignore..

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MaichBlack		#1601 Posted : Monday, April 06, 2015 6:41:14 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,910		@Gatheuzi - Have a look at this: Post# 27 (June 11th 2010) ProverB wrote: the deal wrote: @proverB do u know that airlines and car companies are cyclicals??? why come u come with operating margins for KQ from 2005-2010 then compare them to the economy...we see. @deal. I merely inform..make people think beyond the " think it's a good buy" mentality.. make people think prety hard about investing..so that the quit blaming others for errors of ignorance.. everything in life is cyclical..what goes around comes around..so does favor. Post# 36 (August 7th 2010) ProverB wrote: qw25041985 wrote: @proverb. Ar u still ignorin KQ . Even with the massive expansion in fleets and air routes ? Never shun expansion its what makes co.s to grow. I am expecting very good 1 half numbers . KQ is likely to report profitable quarter 1..only on account of hedging fuel and not operating costs...increase in turnover vs increasing cost to get every additional shilling of that turnover does not seem so bright a concept to me... Anyway KQ is speculative for me..based not on the company but investor behaviour...momentum investing..higher volumes quoted for sell at subsequently higher prices implies price increase to continue..quit the counter when volumes traded at higher prices begin to thin out..(totally on T.A on this counter) Fact is.. KQ always has great plans..but somehow they have a way to mess it up.. Increase in passenger and cargo traffic sounds good..but with every increase in unit for transit the cost KQ is incurring for that unit goes up!! Thus why with increase in turnover...operating margin is decreasing!! I have no issue with their expansion plans.. it is the cost at which they expand that concerns me.. they seem to work like Yu and Zain...selling below cost. that is NOT prudent. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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MaichBlack		#1602 Posted : Monday, April 06, 2015 6:51:08 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,910		And post# 11 (9th June 2010) Gatheuzi wrote: The 2.2bn drop in operating profit is partly due to the implementation of the collective bargaining agreement which lead to increased staff costs by 2.1bn. Cabin factor dropped to 67% from 71% as a result of more aircrafts being available. As part of their fleet modernization plan, the new aircraft is suppossed to be more fuel efficient (it is worth noting that the bulk of the costs are fuel related). - too bad Boeing is taking too long to deliver. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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VituVingiSana		#1603 Posted : Monday, April 06, 2015 6:53:35 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,378 Location: Nairobi		I was a KQ supporter. Until I saw the light. It was run by a greedy board & management. @proverb had data I chose to ignore. Bad move. Hugely influenced by the question: Do the Board Directors, CEO, CFO have ownership? http://coldtusker.blogsp...d&utm_medium=twitter Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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MaichBlack		#1604 Posted : Monday, April 06, 2015 6:59:04 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,910		And post# 11 (9th June 2010) Gatheuzi wrote: The 2.2bn drop in operating profit is partly due to the implementation of the collective bargaining agreement which lead to increased staff costs by 2.1bn. Cabin factor dropped to 67% from 71% as a result of more aircrafts being available. As part of their fleet modernization plan, the new aircraft is suppossed to be more fuel efficient (it is worth noting that the bulk of the costs are fuel related). - too bad Boeing is taking too long to deliver. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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MaichBlack		#1605 Posted : Monday, April 06, 2015 7:04:46 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,910		@Madam Admin - This Eastlander by the name @ProverB deserves a new rank. Do the necessary. He fought an unpopular war. He took on the popular belief at the time head on. He swam against the tide. He has been proven right. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Kagame		#1606 Posted : Monday, April 06, 2015 7:48:00 PM
Rank: New-farer Joined: 4/1/2014 Posts: 47		What's the criteria for ranking.is there a review panel ama admin decides.
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MaichBlack		#1607 Posted : Monday, April 06, 2015 8:04:26 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,910		Kagame wrote: What's the criteria for ranking.is there a review panel ama admin decides. New Farer, Member, Veteran and Elder depend on number of posts. User is for watu wa tabia mbaya mbaya. Other ranks like 'Chief' which @ProverB should get are assigned by Madam Admin unilaterally when she is bored!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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obiero		#1608 Posted : Monday, April 06, 2015 8:08:46 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,321 Location: nairobi		kuna mtu anataka kuniharibia jina.. i never sold KCB to buy all of my KQ.. already had a significant chunk prior.. and I have not given up on my portfolio.. my average buy price for KQ is a mere KES 9.40.. COOP, IMH, KEGN, KQ, MTNU
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MaichBlack		#1609 Posted : Monday, April 06, 2015 8:18:17 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,910		obiero wrote: kuna mtu anataka kuniharibia jina.. i never sold KCB to buy all of my KQ.. already had a significant chunk prior.. and I have not given up on my portfolio.. my average buy price for KQ is a mere KES 9.40.. obiero wrote: I am buying more KQ using proceeds from the KCB sale. It may look like insanity right now, but kindly lets compare notes in a few month's time Link: Post# 1392 Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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obiero		#1610 Posted : Monday, April 06, 2015 8:23:39 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,321 Location: nairobi		MaichBlack wrote: obiero wrote: kuna mtu anataka kuniharibia jina.. i never sold KCB to buy all of my KQ.. already had a significant chunk prior.. and I have not given up on my portfolio.. my average buy price for KQ is a mere KES 9.40.. obiero wrote: I am buying more KQ using proceeds from the KCB sale. It may look like insanity right now, but kindly lets compare notes in a few month's time Link: Post# 1392 Sold 19,600 KCB shares, bought only 25,000 KQ.. Still have the cash in bank. May the case rest jamaneni COOP, IMH, KEGN, KQ, MTNU
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