Wazua
»
Investor
»
Stocks
»
Kenya Airways...why ignore..
Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
|
obiero wrote:VituVingiSana wrote:xxxxx wrote:obiero wrote:Ericsson wrote:obiero wrote:maka wrote:Pathetic numbers YTD.... Dead as a dodo... KQ will not make it past 2014 they said? KQ will not fly to JFK they said? Jambojet is a bad idea they said? Talk is cheap.. Remove GOK/taxpayers financial support then rephrase your statement The same can be said about KCB and Safaricom which both have GoK shareholding.. You don't choose your parents, they choose you ....for a man shall leave his father and mother and be joined to his wife......Well as KQ didn't choose its parents, it has REFUSED to grow This wife has been sleeping with everyone but her hubby!  I would have taken you more seriously, but ever since I found out you own KURWITU shares.. You need better sources Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
|
VituVingiSana wrote:the deal wrote:VituVingiSana wrote:the deal wrote:Speculative BUY as it tanks lower....Kenyan government will come in at some point... Are you putting your money where your mouth is? Yes watching supply levels...I want start to with 1 Million shares... What are you looking at as your maximum entry price? Between Ksh2.5-4.5...do you know anyone willing to sell a block at that price range?
|
|
|
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
|
the deal wrote:VituVingiSana wrote:the deal wrote:VituVingiSana wrote:the deal wrote:Speculative BUY as it tanks lower....Kenyan government will come in at some point... Are you putting your money where your mouth is? Yes watching supply levels...I want start to with 1 Million shares... What are you looking at as your maximum entry price? Between Ksh2.5-4.5...do you know anyone willing to sell a block at that price range? Target exit price? Life is short. Live passionately.
|
|
|
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
|
sparkly wrote:the deal wrote:VituVingiSana wrote:the deal wrote:VituVingiSana wrote:the deal wrote:Speculative BUY as it tanks lower....Kenyan government will come in at some point... Are you putting your money where your mouth is? Yes watching supply levels...I want start to with 1 Million shares... What are you looking at as your maximum entry price? Between Ksh2.5-4.5...do you know anyone willing to sell a block at that price range? Target exit price? Entry price of KQLC...Ksh8.50...I will hold for 12-24 months...I believe in the next 24 months a deal will happen...KQ is too big to fail...
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,560 Location: nairobi
|
the deal wrote:sparkly wrote:the deal wrote:VituVingiSana wrote:the deal wrote:VituVingiSana wrote:the deal wrote:Speculative BUY as it tanks lower....Kenyan government will come in at some point... Are you putting your money where your mouth is? Yes watching supply levels...I want start to with 1 Million shares... What are you looking at as your maximum entry price? Between Ksh2.5-4.5...do you know anyone willing to sell a block at that price range? Target exit price? Entry price of KQLC...Ksh8.50...I will hold for 12-24 months...I believe in the next 24 months a deal will happen...KQ is too big to fail... Literally no sellers.. I'm trying to fill an order. Up close to 10% on vapor volume
COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,560 Location: nairobi
|
COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
|
the deal wrote:VituVingiSana wrote:the deal wrote:VituVingiSana wrote:the deal wrote:Speculative BUY as it tanks lower....Kenyan government will come in at some point... Are you putting your money where your mouth is? Yes watching supply levels...I want start to with 1 Million shares... What are you looking at as your maximum entry price? Between Ksh2.5-4.5...do you know anyone willing to sell a block at that price range? No, I sold out years ago but try the bigger brokers like Kestrel, SBG, etc who deal with the larger clients. I will let you know if I come across a seller. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
|
obiero wrote:maka wrote:Pathetic numbers YTD.... Dead as a dodo... KQ will not make it past 2014 they said? KQ will not fly to JFK they said? Jambojet is a bad idea they said? Talk is cheap.. You have the numbers you tell me... possunt quia posse videntur
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,560 Location: nairobi
|
maka wrote:obiero wrote:maka wrote:Pathetic numbers YTD.... Dead as a dodo... KQ will not make it past 2014 they said? KQ will not fly to JFK they said? Jambojet is a bad idea they said? Talk is cheap.. You have the numbers you tell me... The numbers currently aren't good but that's partly due to the go slow and massive strike.. On that one fateful day alone KQ lost about KES 400m. Incase taxes are cut off from all the expense lines of KQ inputs, all will be well
COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,560 Location: nairobi
|
5,823,588,269 issued KQ shares and only 17,000 traded today..
COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
|
obiero wrote:5,823,588,269 issued KQ shares and only 17,000 traded today.. What's the float which excludes Treasury, KQLC and KLM. Does IFC have shares in KQ? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,560 Location: nairobi
|
VituVingiSana wrote:obiero wrote:5,823,588,269 issued KQ shares and only 17,000 traded today.. What's the float which excludes Treasury, KQLC and KLM. Does IFC have shares in KQ? 
COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
|
obiero wrote:VituVingiSana wrote:obiero wrote:5,823,588,269 issued KQ shares and only 17,000 traded today.. What's the float which excludes Treasury, KQLC and KLM. Does IFC have shares in KQ? Interesting. So only 2.8% is "float"? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Veteran Joined: 4/30/2010 Posts: 1,635
|
As long as Michael Joseph is there KQ will and will turnaround....the mess left behind Titus naikuni and company will take some time to clear
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,560 Location: nairobi
|
FUNKY wrote:As long as Michael Joseph is there KQ will and will turnaround....the mess left behind Titus naikuni and company will take some time to clear It's a guarantee that the current team shall turn KQ around.. Just a little patience is required
COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
|
Rank: Member Joined: 6/25/2009 Posts: 41
|
Business agenda 5(c) makes me worried and ready sceptical 🤨
|
|
|
Rank: Chief Joined: 5/31/2011 Posts: 5,121
|
VituVingiSana wrote:the deal wrote:VituVingiSana wrote:the deal wrote:VituVingiSana wrote:the deal wrote:Speculative BUY as it tanks lower....Kenyan government will come in at some point... Are you putting your money where your mouth is? Yes watching supply levels...I want start to with 1 Million shares... What are you looking at as your maximum entry price? Between Ksh2.5-4.5...do you know anyone willing to sell a block at that price range? No, I sold out years ago but try the bigger brokers like Kestrel, SBG, etc who deal with the larger clients. I will let you know if I come across a seller. @the deal, only 12 shareholders have over 1M shares 
|
|
|
Rank: Member Joined: 1/18/2019 Posts: 185 Location: kenya
|
Until operational costs are addressed there is no progress being made.
MJ mentioned they started hedging, this was for up to which period? If they started in Q4 2018 then that was a wise move. They spent 10b more on fuel in 2018 yikes.
The finance costs are much lower than I expected. Their long term borrowings have an effective interest rate of 4.26%.
They spent 14b on Aircraft landing, handling & navigation? Is that the norm? Seems so high to me. Almost double what they spend on maintenance.
I am hoping Mikosz's strategies will pay off. I support the network expansion to increase revenues but I still wouldn't buy KQ shares. It's best if they delist it and let the turnaround continue outside the market.
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,560 Location: nairobi
|
nairobby wrote:Until operational costs are addressed there is no progress being made.
MJ mentioned they started hedging, this was for up to which period? If they started in Q4 2018 then that was a wise move. They spent 10b more on fuel in 2018 yikes.
The finance costs are much lower than I expected. Their long term borrowings have an effective interest rate of 4.26%.
They spent 14b on Aircraft landing, handling & navigation? Is that the norm? Seems so high to me. Almost double what they spend on maintenance.
I am hoping Mikosz's strategies will pay off. I support the network expansion to increase revenues but I still wouldn't buy KQ shares. It's best if they delist it and let the turnaround continue outside the market. KQ fortunes are tied to the exchange.. Taxpayers have carried enough a load and KQLC will need an avenue to easily offload their holdings. Remember Kenol Kobil is out, ARM out, NBK outgoing. ATLAS, DEACONS, FTG, HAFR, KURWITU should have never been in.. NSE is dying!
COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,560 Location: nairobi
|
Let me leave this here https://www.theeastafric...15728-x8pmalz/index.html
COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
|
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.
|