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Kenya Airways...why ignore..
Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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sparkly wrote:I do sympathize with investors who buy into KQ in the belief that GOK will buy them out at KShs 8.52 for the following reasons:
1. Buy out is a mere recommendation by parliament after they rejected PIIP. Nothing concrete.
2. No timelines given for the proposal. It might turn out an infinitum wait like Christians' wait for second coming of Christ.
3. No assurance that buy out will be at Kshs 8.52 for minority shareholders. KQLC did a conditional conversion on agreed terms. Not so with minority shareholders.
4. Too big to fail is a fallacy. Point number 3 is spot on
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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KQ will be nationalised by 2020....I also believe Gava will bid higher...KES8.52 is just a guideline...could be high as KES15...although KES23 could make @obiero extremely happy...KQ is my signature contrarian play...just minor profit taking and then the stock will rally again...
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Rank: Elder Joined: 12/4/2009 Posts: 10,809 Location: NAIROBI
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the deal wrote:KQ will be nationalised by 2020....I also believe Gava will bid higher...KES8.52 is just a guideline...could be high as KES15...although KES23 could make @obiero extremely happy...KQ is my signature contrarian play...just minor profit taking and then the stock will rally again... Jubilee government doesn't have the financial capability to nationalise KQ,unless MPIGs take a pay cut Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 14,226 Location: nairobi
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FUNKY wrote:sparkly wrote:I do sympathize with investors who buy into KQ in the belief that GOK will buy them out at KShs 8.52 for the following reasons:
1. Buy out is a mere recommendation by parliament after they rejected PIIP. Nothing concrete.
2. No timelines given for the proposal. It might turn out an infinitum wait like Christians' wait for second coming of Christ.
3. No assurance that buy out will be at Kshs 8.52 for minority shareholders. KQLC did a conditional conversion on agreed terms. Not so with minority shareholders.
4. Too big to fail is a fallacy. Point number 3 is spot on Open Offer will shake it all up..
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Rank: Chief Joined: 1/3/2007 Posts: 18,350 Location: Nairobi
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the deal wrote:KQ will be nationalised by 2020....I also believe Gava will bid higher...KES8.52 is just a guideline...could be high as KES15...although KES23 could make @obiero extremely happy...KQ is my signature contrarian play...just minor profit taking and then the stock will rally again... 15/-?  Given that optimism, I think you should buy out as many of KQLC's shares. Talk to @obiero and his friends at the Exchange Bar. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:the deal wrote:KQ will be nationalised by 2020....I also believe Gava will bid higher...KES8.52 is just a guideline...could be high as KES15...although KES23 could make @obiero extremely happy...KQ is my signature contrarian play...just minor profit taking and then the stock will rally again... 15/-? Given that optimism, I think you should buy out as many of KQLC's shares. Talk to @obiero and his friends at the Exchange Bar. Too much dreaming going on in this this thread Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 14,226 Location: nairobi
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sparkly wrote:VituVingiSana wrote:the deal wrote:KQ will be nationalised by 2020....I also believe Gava will bid higher...KES8.52 is just a guideline...could be high as KES15...although KES23 could make @obiero extremely happy...KQ is my signature contrarian play...just minor profit taking and then the stock will rally again... 15/-? Given that optimism, I think you should buy out as many of KQLC's shares. Talk to @obiero and his friends at the Exchange Bar. Too much dreaming going on in this this thread This is a turnaround purchase.. Google how wealth has been made on such stocks.. KCB in 2004 was such a company and we all know who Sunil Shah is today
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Rank: Elder Joined: 6/23/2009 Posts: 14,226 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:Impunity wrote:obiero wrote:KQ seeks nod to fly into Homa Bay, Lokkichogio and Maasai Mara With which type of aircraft? With balloons if we have to. Do not doubt @Obiero. As a member of a member of KQLC, I support the resurgence of KQ. I wish I had the guts and means to dive into KQ like @Obiero and soar towards the Sun like Icarus. Soar, @Obiero, Soar. You know where you heard it first.. Remember MDQ is flown on a leased non-branded aircraft.. You called it.  Official announcement now out https://www.businessdail...197186-n525s5/index.html
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Rank: Chief Joined: 1/3/2007 Posts: 18,350 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:Impunity wrote:obiero wrote:KQ seeks nod to fly into Homa Bay, Lokkichogio and Maasai Mara With which type of aircraft? With balloons if we have to. Do not doubt @Obiero. As a member of a member of KQLC, I support the resurgence of KQ. I wish I had the guts and means to dive into KQ like @Obiero and soar towards the Sun like Icarus. Soar, @Obiero, Soar. You know where you heard it first.. Remember MDQ is flown on a leased non-branded aircraft.. You called it. Official announcement now out https://www.businessdail...97186-n525s5/index.html "...to fly to Wajir, Homabay, Lokichoggio, Isiolo and Maasai Mara using Boeing 777, Boeing 787, Boeing 737 and Boeing 8170 aircraft." 777? 787? What's the 8170?Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:Impunity wrote:obiero wrote:KQ seeks nod to fly into Homa Bay, Lokkichogio and Maasai Mara With which type of aircraft? With balloons if we have to. Do not doubt @Obiero. As a member of a member of KQLC, I support the resurgence of KQ. I wish I had the guts and means to dive into KQ like @Obiero and soar towards the Sun like Icarus. Soar, @Obiero, Soar. You know where you heard it first.. Remember MDQ is flown on a leased non-branded aircraft.. You called it. Official announcement now out https://www.businessdail...97186-n525s5/index.html "...to fly to Wajir, Homabay, Lokichoggio, Isiolo and Maasai Mara using Boeing 777, Boeing 787, Boeing 737 and Boeing 8170 aircraft." 777? 787? What's the 8170? Not sure KQ have the 777s either. Also, most jets can’t get into all these airports. Must be for the DHCs
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