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Kenya Airways...why ignore..
VituVingiSana
#6971 Posted : Tuesday, January 31, 2017 3:38:41 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
Once a wonderful firm. Destroyed by Naikuni, Mbugua and their friends. I discarded KQ in 2012. Despite all the progress, it remains a Bandia firm. Not investable. Good luck to the shareholders.

This so called bandia firm will make us rich.. Currently loading up on my third trading streak, having exited twice before, one of which was at a loss of over KES 200,000

Good luck. Perhaps as a "trader" [& the sheep in front that other sheep follow as they are led to the abattoir] it makes sense. I am a "Buy and Hold" investor.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#6972 Posted : Tuesday, January 31, 2017 4:05:32 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
maka wrote:
mkate_nusu wrote:
Pesa Nane wrote:


turnaround strategy working as @obiero proclaimed earlier



Loooong long way to go...bado.

We are on the cusp of victory.. The quarterly operation results had even stopped being released, so this is one of the many positive signs

KQ ABP 4.26
obiero
#6973 Posted : Tuesday, January 31, 2017 4:07:14 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
Spikes wrote:
obiero wrote:
VituVingiSana wrote:
Once a wonderful firm. Destroyed by Naikuni, Mbugua and their friends. I discarded KQ in 2012. Despite all the progress, it remains a Bandia firm. Not investable. Good luck to the shareholders.

This so called bandia firm will make us rich.. Currently loading up on my third trading streak, having exited twice before, one of which was at a loss of over KES 200,000



NSE is for the brave who think differently like @Obiero recently doubled his capital after a rocket rally that died at 7.xy shillings.

Meanwhile, this stock missed 2 bob by a whisker were not be the entry of Micheal Joseph into the board.

The truth is that KQ can go down to KES 1, leave alone KES 2..It all depends on varied circumstances.. But as at now, KES 14 is more likely
http://www.businessdaily...94196-jpgn7mz/index.html

KQ ABP 4.26
obiero
#6974 Posted : Tuesday, January 31, 2017 7:32:05 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
obiero wrote:
10+ reasons to believe in operation pride at KQ:
1. End of hedging policy
2. Cut off on HOTAC and other operational expenses
3. Rightsizing of the workforce
4. Fuel efficient planes
5. Route optimization especially in Africa
6. Category 1 status at main hub
7. GoK guaranteed debt at reduced pay out
8. Sale of non critical assets
9. Global reduction in fuel costs
10. Revival in KE tourism
11. Budget carrier for booming middle-class
12. Cleaned-up board and management
13. Debt tenor restructure by main bankers
14. Recent rate cap by GoK
15. Financial revamp by transaction advisers
16. Strong forex holding with primary pricing being USD



Profit trend (L/PBT) (KSh m) From 2003 to 2016 ascending:
547
2,075
5,520
6,960
5,975
6,526
−5,664
2,671
5,002
2,146
−10,826
−4,861
-29,710
-26,099
-3,311

Kenya Airways operating margin trend
2016 -3.5%
2015 -14.8%
2014 -2.2%
2013 -9.11%
..
2010 2.6%
2009 5.6%
2008 11.6%
2007 13.1%

Point #16 is particularly pregnant seeing the current exchange rate on the green buck.. A godsend for KQ

KQ ABP 4.26
Ericsson
#6975 Posted : Wednesday, February 01, 2017 6:07:14 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
The amount of loans KQ takes is more than what it repays per annum.
Bandia company.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
maka
#6976 Posted : Wednesday, February 01, 2017 6:12:04 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Ericsson wrote:
The amount of loans KQ takes is more than what it repays per annum.
Bandia company.


Obiero never looks at such things...that company survives on loans...
possunt quia posse videntur
Ericsson
#6977 Posted : Wednesday, February 01, 2017 6:51:13 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
maka wrote:
Ericsson wrote:
The amount of loans KQ takes is more than what it repays per annum.
Bandia company.


Obiero never looks at such things...that company survives on loans...


Amount of loans is increasing faster than the repayment
From the figures released on Monday by kq revenue declined
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
obiero
#6978 Posted : Wednesday, February 01, 2017 7:11:29 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
Ericsson wrote:
maka wrote:
Ericsson wrote:
The amount of loans KQ takes is more than what it repays per annum.
Bandia company.


Obiero never looks at such things...that company survives on loans...


Amount of loans is increasing faster than the repayment
From the figures released on Monday by kq revenue declined

Factually inaccurate for all borrowing.. The amount of loan that one takes cannot be more than what you repay per annum.. Unless it's a one year facility.. Bandia analysis

KQ ABP 4.26
obiero
#6979 Posted : Wednesday, February 01, 2017 7:18:35 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
Ericsson wrote:
maka wrote:
Ericsson wrote:
The amount of loans KQ takes is more than what it repays per annum.
Bandia company.


Obiero never looks at such things...that company survives on loans...


Amount of loans is increasing faster than the repayment
From the figures released on Monday by kq revenue declined

@Ericsson who here in their right mind expected revenue to increase for the period in review.. 7 aircraft less and you expect increased revenue?? The battle can be won on the bottom line and not necessarily revenue growth.. In my view KQ has never had a revenue problem but a costs one

KQ ABP 4.26
Ericsson
#6980 Posted : Wednesday, February 01, 2017 8:01:23 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
obiero wrote:
Ericsson wrote:
maka wrote:
Ericsson wrote:
The amount of loans KQ takes is more than what it repays per annum.
Bandia company.


Obiero never looks at such things...that company survives on loans...


Amount of loans is increasing faster than the repayment
From the figures released on Monday by kq revenue declined

Factually inaccurate for all borrowing.. The amount of loan that one takes cannot be more than what you repay per annum.. Unless it's a one year facility.. Bandia analysis


Obiero I speak with facts.
If you look at the amount of loans in half year 2016 / 2017 and compare with the corresponding previous half year results the loan amount is increasing.
If you also compare with the full year 2016 results.
kq is surviving and being given more loans coz of gok guarantee otherwise it would have been dead and buried. Bandia company kabisa
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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