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Kenya Airways...why ignore..
Rank: Elder Joined: 7/22/2009 Posts: 7,622
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VituVingiSana wrote:jawgey wrote:MaichBlack wrote:Kufa dereva, kufa makanga, kufa mechanic, kufa mwenye gari!!! A good thing he referred to 'kamikaze'- kill or be killed! Best bid at 9.58am is 1.80 Some poor suckers bought at 3.90 @Obiero Splash out the 500k! Huyo wa 3:90/= labda ni order ya jana ama juzi. Ama ni zile za Equity Bank cds accounts where you must go personally to the bank to cancel or effect changes then they start making multiple calls and handling everything casually by the time they are trying to effect, it is 11:00 am na ulifika bank 8:00 am. Shares already bought at 9:36 am!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 6/23/2009 Posts: 13,841 Location: nairobi
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VituVingiSana wrote:jawgey wrote:MaichBlack wrote:Kufa dereva, kufa makanga, kufa mechanic, kufa mwenye gari!!! A good thing he referred to 'kamikaze'- kill or be killed! Best bid at 9.58am is 1.80 Some poor suckers bought at 3.90 @Obiero Splash out the 500k! I have placed the low bid that you have sighted. Averaging down. So help me God 😁
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Member Joined: 4/15/2008 Posts: 219
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MaichBlack wrote:The sad thing is people are losing big time money here. That is not funny. These are real people losing real money. I hate that!!! With only 5% listed for public trading. I doubt the share price will change much. This one will bleed for a long time. Do it today! Tomorrow is promise to no-one.
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Rank: Elder Joined: 6/23/2009 Posts: 13,841 Location: nairobi
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mufasa wrote:MaichBlack wrote:The sad thing is people are losing big time money here. That is not funny. These are real people losing real money. I hate that!!! With only 5% listed for public trading. I doubt the share price will change much. This one will bleed for a long time. A seasoned investor has spoken. It helps to remember that there are KQ shareholders who bought at KES 111 per share
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,841 Location: nairobi
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Just did the unthinkable. Meanwhile, looking at a one week horizon to possibly dispose COOP holding of KES 4.3m to load up on KQ. @VVS continue to place me in your prayers, especially noting that I owe you KES 10,000
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,243 Location: Nairobi
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obiero wrote:Just did the unthinkable. Meanwhile, looking at a one week horizon to possibly dispose COOP holding of KES 4.3m to load up on KQ. @VVS continue to place me in your prayers, especially noting that I owe you KES 10,000 Whaaat? You want to sell dividend-paying Coop, in which its CEO owns a nice stake, to buy loss-making KQ in which the CEO earns millions but has no significant stake?  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/22/2009 Posts: 7,622
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MaichBlack wrote:jawgey wrote:MaichBlack wrote:Kufa dereva, kufa makanga, kufa mechanic, kufa mwenye gari!!! A good thing he referred to 'kamikaze'- kill or be killed! Biggest mistake made here. Someone broke the cardinal rule. They fell in love with the stock!! Very dangerous!!That or someone got in so deep both in terms of investing and defending the company/stock he found it difficult to get out. And yet it is a easy as saying "This was messed up. I was wrong. I take my losses. I'm out!!!" @VVS... Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 7/22/2009 Posts: 7,622
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VituVingiSana wrote:obiero wrote:Just did the unthinkable. Meanwhile, looking at a one week horizon to possibly dispose COOP holding of KES 4.3m to load up on KQ. @VVS continue to place me in your prayers, especially noting that I owe you KES 10,000 Whaaat? You want to sell dividend-paying Coop, in which its CEO owns a nice stake, to buy loss-making KQ in which the CEO earns millions but has no significant stake? I am lost for words!!! "Throwing good money after bad" comes to mind. But wacha mimi ni ngangane na hali yangu. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Member Joined: 9/26/2006 Posts: 447 Location: CENTRAL PROVINCE
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MaichBlack wrote:The sad thing is people are losing big time money here. That is not funny. These are real people losing real money. I hate that!!! Pareto Optimality at play. Happy hunting
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Rank: Elder Joined: 6/23/2009 Posts: 13,841 Location: nairobi
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stocksmaster wrote:MaichBlack wrote:The sad thing is people are losing big time money here. That is not funny. These are real people losing real money. I hate that!!! Pareto Optimality at play. Happy hunting Looks like Latin or Greek. Let me Google that. Every day is a God given new opportunity to learn something Happy hunting
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,841 Location: nairobi
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Dear OBIERO, your today trade summary details. KQ BUY Qty 125,000 @ 3.85 KES. Alooo
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,841 Location: nairobi
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obiero wrote:mufasa wrote:MaichBlack wrote:The sad thing is people are losing big time money here. That is not funny. These are real people losing real money. I hate that!!! With only 5% listed for public trading. I doubt the share price will change much. This one will bleed for a long time. A seasoned investor has spoken. It helps to remember that there are KQ shareholders who bought at KES 111 per share GoK to give up some space to allow entry of the strategic investment. KQLC are immovable since their shareholding was a debt conversion 
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Member Joined: 2/15/2010 Posts: 155 Location: Kenya
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All the best airline bankrupciesUS airline bankrupciesYou are an informed private investor it is your right to do with your capital as you please. The thing that disturbs me is the colossal amounts treasury has used to prop this thing bearing in mind other more pressing needs e.g education, health etc.
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Rank: Elder Joined: 6/23/2009 Posts: 13,841 Location: nairobi
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DtheK wrote:All the best airline bankrupciesUS airline bankrupciesYou are an informed private investor it is your right to do with your capital as you please. The thing that disturbs me is the colossal amounts treasury has used to prop this thing bearing in mind other more pressing needs e.g education, health etc. Asante sana. Thing is, GoK is unlikely to let KQ go belly up. Successive regimes have already shown their hand. Even KQLC did not happen by chance, banks were twisted. Then PIIP as proposed by MJ, if it had seen the light of day, KQ would be competing with ET head to head. For now, we await the KES 65B capital injection. If it doesn't come by Q1 2026, another lengthy KQ share suspension could occur
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Member Joined: 9/26/2006 Posts: 447 Location: CENTRAL PROVINCE
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obiero wrote:stocksmaster wrote:MaichBlack wrote:The sad thing is people are losing big time money here. That is not funny. These are real people losing real money. I hate that!!! Pareto Optimality at play. Happy hunting Looks like Latin or Greek. Let me Google that. Every day is a God given new opportunity to learn something Happy hunting Simply means sometimes some have to cry in the toilet as they loose money in the market for others to laugh all the way to the bank. Happy Hunting
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Rank: Elder Joined: 6/23/2009 Posts: 13,841 Location: nairobi
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stocksmaster wrote:obiero wrote:stocksmaster wrote:MaichBlack wrote:The sad thing is people are losing big time money here. That is not funny. These are real people losing real money. I hate that!!! Pareto Optimality at play. Happy hunting Looks like Latin or Greek. Let me Google that. Every day is a God given new opportunity to learn something Happy hunting Simply means sometimes some have to cry in the toilet as they loose money in the market for others to laugh all the way to the bank. Happy Hunting True true. Relates closely to the greater fool theory
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,841 Location: nairobi
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Close to 4 million shares traded in last two days. The question is, who is buying? What do the buyers see that the sellers cannot? Or what do the sellers see that the buyers cannot?
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Veteran Joined: 8/10/2014 Posts: 990 Location: Kenya
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obiero wrote:Close to 4 million shares traded in last two days. The question is, who is buying? What do the buyers see that the sellers cannot? Or what do the sellers see that the buyers cannot? I am a buyer now. The bad news is in and investors are spooked. However, the bad news is caused by sth temporary (grounding due to delays in overhaul) out of KQ's control. Here are the things that attract me: 1. Dreamliners will eventually come back and revenue will go back to normal. 2. Gatwick addition - London is their most profitable route and this just adds more margin 3. Getting rid of the E190s - Due to low belly capacity, they limit how much luggage passengers can carry, so they hinder optimization when it comes to connecting passengers passing through Kenya using larger aircraft. 4. Boosting capacity - 6 B737 -8 are on track to be leased. KQ needs a fleet of over 50 to start feeling the effects of economies of scale not only on flying passengers but also the maintenance side (with scale they can start more in-house maintenance of engines). 5. Govt sugar daddy - The govt has guaranteed most of the loans and they just paid 19.3bn in loans. KQ can default on some of the loans and let govt pay, then focus on scaling up. 6. Jambo Jet has accumulated tax losses of 3.94bn that can be used 7. Demand is available 8. Probability for a hub in Ghana 9. Despite the loss of 20% capacity, Net cash from operating activities was almost flat. It needs more colour, but cash is king. 10. Fleet rationalization - KQ will focus on B737-8 Max and B737-800NG for the narrow bodies, B777 and B787 for the wide bodies My play is to scale up my buys as the price slowly collapses to the low 3s or below. The negative equity is MASSIVE, the balance sheet is ugly, the sentiment has been destroyed but there is money to be made. Any positive news from this company leads the share price to surge. I would love to see more widebody aircraft and maybe even an extra route in the US (ATL, DFW, ORD or LAX). This would be very bullish I am not an aviation expert but the simple formula that I see is more planes = more money and that is what KQ management is trying to do. I might be wrong or overly optimistic. 
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Rank: Elder Joined: 6/23/2009 Posts: 13,841 Location: nairobi
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watesh wrote:obiero wrote:Close to 4 million shares traded in last two days. The question is, who is buying? What do the buyers see that the sellers cannot? Or what do the sellers see that the buyers cannot? I am a buyer now. The bad news is in and investors are spooked. However, the bad news is caused by sth temporary (grounding due to delays in overhaul) out of KQ's control. Here are the things that attract me: 1. Dreamliners will eventually come back and revenue will go back to normal. 2. Gatwick addition - London is their most profitable route and this just adds more margin 3. Getting rid of the E190s - Due to low belly capacity, they limit how much luggage passengers can carry, so they hinder optimization when it comes to connecting passengers passing through Kenya using larger aircraft. 4. Boosting capacity - 6 B737 -8 are on track to be leased. KQ needs a fleet of over 50 to start feeling the effects of economies of scale not only on flying passengers but also the maintenance side (with scale they can start more in-house maintenance of engines). 5. Govt sugar daddy - The govt has guaranteed most of the loans and they just paid 19.3bn in loans. KQ can default on some of the loans and let govt pay, then focus on scaling up. 6. Jambo Jet has accumulated tax losses of 3.94bn that can be used 7. Demand is available 8. Probability for a hub in Ghana 9. Despite the loss of 20% capacity, Net cash from operating activities was almost flat. It needs more colour, but cash is king. 10. Fleet rationalization - KQ will focus on B737-8 Max and B737-800NG for the narrow bodies, B777 and B787 for the wide bodies My play is to scale up my buys as the price slowly collapses to the low 3s or below. The negative equity is MASSIVE, the balance sheet is ugly, the sentiment has been destroyed but there is money to be made. Any positive news from this company leads the share price to surge. I would love to see more widebody aircraft and maybe even an extra route in the US (ATL, DFW, ORD or LAX). This would be very bullish I am not an aviation expert but the simple formula that I see is more planes = more money and that is what KQ management is trying to do. I might be wrong or overly optimistic. Welcome aboard. Price shows floor support at KES 3.85. Too many positive happenings in the horizon. From next Monday they have just announced a triangle hop for NBO-CDG-AMS easing connectivity. Even ET doesn't offer that. Fair value remains KES 8.52, but realization timeline is mid 2026 - early 2027
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Member Joined: 8/1/2019 Posts: 101
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watesh wrote:obiero wrote:Close to 4 million shares traded in last two days. The question is, who is buying? What do the buyers see that the sellers cannot? Or what do the sellers see that the buyers cannot? I am a buyer now. The bad news is in and investors are spooked. However, the bad news is caused by sth temporary (grounding due to delays in overhaul) out of KQ's control. Here are the things that attract me: 1. Dreamliners will eventually come back and revenue will go back to normal. 2. Gatwick addition - London is their most profitable route and this just adds more margin 3. Getting rid of the E190s - Due to low belly capacity, they limit how much luggage passengers can carry, so they hinder optimization when it comes to connecting passengers passing through Kenya using larger aircraft. 4. Boosting capacity - 6 B737 -8 are on track to be leased. KQ needs a fleet of over 50 to start feeling the effects of economies of scale not only on flying passengers but also the maintenance side (with scale they can start more in-house maintenance of engines). 5. Govt sugar daddy - The govt has guaranteed most of the loans and they just paid 19.3bn in loans. KQ can default on some of the loans and let govt pay, then focus on scaling up. 6. Jambo Jet has accumulated tax losses of 3.94bn that can be used 7. Demand is available 8. Probability for a hub in Ghana 9. Despite the loss of 20% capacity, Net cash from operating activities was almost flat. It needs more colour, but cash is king. 10. Fleet rationalization - KQ will focus on B737-8 Max and B737-800NG for the narrow bodies, B777 and B787 for the wide bodies My play is to scale up my buys as the price slowly collapses to the low 3s or below. The negative equity is MASSIVE, the balance sheet is ugly, the sentiment has been destroyed but there is money to be made. Any positive news from this company leads the share price to surge. I would love to see more widebody aircraft and maybe even an extra route in the US (ATL, DFW, ORD or LAX). This would be very bullish I am not an aviation expert but the simple formula that I see is more planes = more money and that is what KQ management is trying to do. I might be wrong or overly optimistic. Last time I checked management still had zero shareholding in this thing. Kama they don't see anything who am I to be optimistic
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