Wazua
»
Investor
»
Stocks
»
Kenya Airways...why ignore..
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
Spikes wrote:Kuwa mpole! ....there is gigantic tsunami coming that will inevitably sweep the prices downstream. Wait for announcement of a wider loss than the same period last year...2 bob is a buy and hold. Sit tight! @Spikes I've noted your enthusiasm and looks like you have fire in your stomach to play. Sustain it. Overtime build an approach. I'll share mine. I develop investment cases. Each play has its own. For KQ, it is balance sheet repair 1st. Tailwinds on the operational front are picking up. i.e new & lean fleet, hub, advisories off, MICE & the city hotels capacity to complement e.t.c. Sitting out for the 18 months is foolhardy as it will be when others are harvesting. I've also learned that only thing I can control is what I think of a company. KQ has a lot of dynamics to work with. @spikes you could be lucky to pole vault or develop by flying a Fokker 1st or as we call them here; local & or X-border buses. All the best. @vvs thanks for posting the Bankelele blogpost. Fair and true capture of the AGM. Understandable it was a shouting match. Ngunze handled the tirades with commendable composure. I had to wait till it was over to field my questions to the FD!
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,304 Location: nairobi
|
Cde Monomotapa wrote:Spikes wrote:Kuwa mpole! ....there is gigantic tsunami coming that will inevitably sweep the prices downstream. Wait for announcement of a wider loss than the same period last year...2 bob is a buy and hold. Sit tight! @Spikes I've noted your enthusiasm and looks like you have fire in your stomach to play. Sustain it. Overtime build an approach. I'll share mine. I develop investment cases. Each play has its own. For KQ, it is balance sheet repair 1st. Tailwinds on the operational front are picking up. i.e new & lean fleet, hub, advisories off, MICE & the city hotels capacity to complement e.t.c. Sitting out for the 18 months is foolhardy as it will be when others are harvesting. I've also learned that only thing I can control is what I think of a company. KQ has a lot of dynamics to work with. @spikes you could be lucky to pole vault or develop by flying a Fokker 1st or as we call them here; local & or X-border buses. All the best. @vvs thanks for posting the Bankelele blogpost. Fair and true capture of the AGM. Understandable it was a shouting match. Ngunze handled the tirades with commendable composure. I had to wait till it was over to field my questions to the FD! @comrade why dint you call me if u were at the AGM. 25yrs of friendship.. Surely. SMH COOP, IMH, KEGN, KQ, MTNU
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,369 Location: Nairobi
|
@cde: What did you ask & what answers did the FD give you? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,304 Location: nairobi
|
VituVingiSana wrote:@cde: What did you ask & what answers did the FD give you? Atleast @cde is around.. As for @stocksmaster I have just seen his twitter, silent since jul.. sad COOP, IMH, KEGN, KQ, MTNU
|
|
|
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
|
@obiero have they announced results? John 5:17 But Jesus replied, “My Father is always working, and so am I.”
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,304 Location: nairobi
|
Spikes wrote:@obiero have they announced results? @spikes.. 12 days to go.. meanwhile, what wouldnt I give to have such a story on KQ http://www.dw.com/en/qan...r-huge-losses/a-18659171 COOP, IMH, KEGN, KQ, MTNU
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,304 Location: nairobi
|
obiero wrote:[quote=Spikes]@obiero have they announced results? @spikes.. 12 days to go.. meanwhile, what wouldnt I give to have such a story on KQ http://www.dw.com/en/qan...-huge-losses/a-18659171[/quote] Was at the exchange bar and amazingly my clique was bullish on KQ, saying that a rally may just be on the wings occassioned by the assumption that a significant improvement on the previous H1 KES 12.49 loss before tax shall pump up investor confidence in the turnaround. I await.. COOP, IMH, KEGN, KQ, MTNU
|
|
|
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
|
obiero wrote:obiero wrote:[quote=Spikes]@obiero have they announced results? @spikes.. 12 days to go.. meanwhile, what wouldnt I give to have such a story on KQ http://www.dw.com/en/qan...-huge-losses/a-18659171[/quote] Was at the exchange bar and amazingly my clique was bullish on KQ, saying that a rally may just be on the wings occassioned by the assumption that a significant improvement on the previous H1 KES 12.49 loss before tax shall pump up investor confidence in the turnaround. I await.. @Obiero thought buying the dreamliners was put on hold?2 more arriving today.... possunt quia posse videntur
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,304 Location: nairobi
|
maka wrote:obiero wrote:obiero wrote:[quote=Spikes]@obiero have they announced results? @spikes.. 12 days to go.. meanwhile, what wouldnt I give to have such a story on KQ http://www.dw.com/en/qan...-huge-losses/a-18659171[/quote] Was at the exchange bar and amazingly my clique was bullish on KQ, saying that a rally may just be on the wings occassioned by the assumption that a significant improvement on the previous H1 KES 12.49 loss before tax shall pump up investor confidence in the turnaround. I await.. @Obiero thought buying the dreamliners was put on hold?2 more arriving today.... @maka the 787s reg. 5Y-KZH and 5Y-KZJ were ready by Jun but had been held pending payment which came through with the afriexim USD 200M that has been drawn in full.. Those should be the last deliveries COOP, IMH, KEGN, KQ, MTNU
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,369 Location: Nairobi
|
@Obiero - Qantas said its cost-cutting program [Has KQ gone through a serious cost-cutting program? I was told corruption is king at KQ. Unconfirmed but apparently it starts from the CFO] had helped save Aus$894 million over the year and allowed it to reduce its debt [Has debt reduced at KQ or increased? New 787s, Afreximbank loans, GoK loans, pensions, etc]. Lower fuel prices [hedges will wipe out 30-50% of the benefits] also helped the bottom line with every segment making healthy profits. No dividend was declared but the airline announced a one-off 23 cents per share capital return to shareholders, amounting to Aus$505 million. The return to profit appeared to vindicate Joyce's strategy to cut Aus$2.0 billion in costs, cut routes, freeze growth at Asian offshoot Jetstar, and get rid of 5,000 jobs [Can KQ cut jobs? Has it cut jobs? It has cut routes but it was forced to cut many that were profitable] to help counter a price war with domestic rival Virgin Australia. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Wazua
»
Investor
»
Stocks
»
Kenya Airways...why ignore..
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.
|