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Kenya Airways...why ignore..
Rank: Elder Joined: 3/2/2009 Posts: 26,331 Location: Masada
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VituVingiSana wrote: The hedges run upto Sep 2016 if I recall. They spread the hedges over the time-frame i.e. rolling hedges. IMHO, KQ is going to continue losing money on its hedges in place on 31 Mar 2015.  Doomed!!! Rolling Hedges Defined!Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove
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In that case future losses are guaranteed.
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Rank: Elder Joined: 3/2/2009 Posts: 26,331 Location: Masada
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whiteowl wrote:In that case future losses are guaranteed. And well protected. The losses are a take already, nothing you can do about it, while @George Soros is sipping his fine champagne and smoking cigar in the virgin beaches of the Guyana. Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Impunity wrote:whiteowl wrote:In that case future losses are guaranteed. And well protected. The losses are a take already, nothing you can do about it, while @George Soros is sipping his fine champagne and smoking cigar in the virgin beaches of the Guyana.  4%
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Rank: Member Joined: 1/3/2014 Posts: 257
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VituVingiSana wrote:muandiwambeu wrote:snipermnoma wrote:obiero wrote:muandiwambeu wrote:@ sniper I practically disagree with you on ur loosing Money mantra. If the word loose means separating, then a wise investor should loose Money for a worthy investment venture. The problem lies within the unsaid word inside the suckhole statement. Otherwise rewriting the same, I may say, never loose your worthy Money for an (unworthy) investment idea. The venture turns back chums or inakonda with your cents. So when u find Peso yako ikitolewa ssackerz that is tym u know ur inside slaughter house, with the bear and the bull and the cards drawn. @muandiwambeu must be a lawyer.. sijaelewa chenye ameandika but it sounds convincing It took a while but I finally figured what @muandiwambeu meant. I agree with the premise of investing in a worthwhile investment which brings returns. That is what @sparkly also meant when he talked of losing money. Oh and by the way, it was actually @sparkly's post not mine see post 2490 link. @sniper I roger that. Further to value investing n loss control, what would be the net asset value for kq if @obieros 7.xy figure materialise. Will the bear quote at a discount or bulls will take hope at a premium? Things are intricate here.  The NAV/share is NEGATIVE as of 31 Mar 2015. Another loss will push the NAV/share further into NEGATIVE territory. This are very thick for KQ and will continue to be thick even after the results.
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Rank: Elder Joined: 6/23/2009 Posts: 14,304 Location: nairobi
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snipermnoma wrote:VituVingiSana wrote:muandiwambeu wrote:snipermnoma wrote:obiero wrote:muandiwambeu wrote:@ sniper I practically disagree with you on ur loosing Money mantra. If the word loose means separating, then a wise investor should loose Money for a worthy investment venture. The problem lies within the unsaid word inside the suckhole statement. Otherwise rewriting the same, I may say, never loose your worthy Money for an (unworthy) investment idea. The venture turns back chums or inakonda with your cents. So when u find Peso yako ikitolewa ssackerz that is tym u know ur inside slaughter house, with the bear and the bull and the cards drawn. @muandiwambeu must be a lawyer.. sijaelewa chenye ameandika but it sounds convincing It took a while but I finally figured what @muandiwambeu meant. I agree with the premise of investing in a worthwhile investment which brings returns. That is what @sparkly also meant when he talked of losing money. Oh and by the way, it was actually @sparkly's post not mine see post 2490 link. @sniper I roger that. Further to value investing n loss control, what would be the net asset value for kq if @obieros 7.xy figure materialise. Will the bear quote at a discount or bulls will take hope at a premium? Things are intricate here. The NAV/share is NEGATIVE as of 31 Mar 2015. Another loss will push the NAV/share further into NEGATIVE territory. This are very thick for KQ and will continue to be thick even after the results. @sniper. To avoid voodoo investing. That statement of yours may need an explanation. The way I see it its only up from here.. Even a vastly improved loss (sic) will warrant a mini rally.. The only thing that cannot and will not happen is for the airline to report a loss before tax more than last years KES 12.49B COOP, IMH, KEGN, KQ, MTNU
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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If the loss is greater than last has to be reported unless books get doctored to trigger a rally to enable insider guys exit... John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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Imagine exiting at a premium smiling all the way to the bank through dubious machinery John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 6/23/2009 Posts: 14,304 Location: nairobi
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Spikes wrote:Imagine exiting at a premium smiling all the way to the bank through dubious machinery That is Kenya. Ask HAFR investors.. COOP, IMH, KEGN, KQ, MTNU
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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@Obiero, alumni! KQ has attracted a lot of those Andy Gray says 'couldn't hit a barn door with a machine gun'.
I expect conversation around cause and effect of fleet transactions; The sale of the 767 & 737-300s. The 2 new 737-8NGs. What happened to the 3 E-170s. What will happen to the 3 777-300s now that the last 2 787-8s are here.
Messrs McKinsey we go back since KCB & KGN and my greatest admiration is their high score on cost containment. The rest are extras.
Let's see.
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