Wazua
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Kenya Airways...why ignore..
Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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No real trading happening since 2017. Volume is absent. Literally no single day has gone past 1m shares traded, since coming back from the lengthy suspension. Par value is KES 5.00. Fair value remains at post consolidation price for KQLC. No reasonable/sane trader can/should offload below KES 8.68  KQ ABP 4.26
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Rank: Elder Joined: 7/22/2009 Posts: 7,837
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MaichBlack wrote: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. @Obiero... 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: 14,213 Location: nairobi
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MaichBlack wrote:MaichBlack wrote: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. @Obiero... My sweet name.. Make sure you also remind people here what was the percentage gain from Obiero's COOP shareholdings. I trade openly and inform my stock picks and exits, consistently. Watch and learn KQ ABP 4.26
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Rank: Elder Joined: 7/22/2009 Posts: 7,837
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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 @Obiero - You sold in August. Prices were 18/= - 20/=! Stop day dreaming!! 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: 14,213 Location: nairobi
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MaichBlack 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 @Obiero - You sold in August. Prices were 18/= - 20/=! Stop day dreaming!! You want me to upload my CDS statement? And then again, what was my ABP for COOP since you are heavily invested on my trades? In trading, one only needs to obtain their target exit price, I am not @VVS, Ben Graham, Charlie Munger nor Warren Buffet. Go through wazua and you will note that I have held and flipped multiple counters in KE, UG, RW and Nigeria. SCOM, KNRE, KEGN, KCB, IMH, COOP, BKG, HF, NCBA, BLR.RW, MTN.UG, SBIC.UG, WTK, ZENITH.NGR. None sold below 10% gain, and several above 90% ROI, max being 235%. Finally, since this is the right thread, you will note that I have been averaging down on KQ from previous highs of KES 21 to current ABP of KES 4.26, where my current position represents a dip of only 9% to its last traded price. Dont count my money 😆 KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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18% up in 2 days. fair value KES 8.68 KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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Obiero's ABP is KES 4.26, tomorrow Jan 21, 2025 at 9:32am KQ will likely reach KES 4.24. Obiero will not sell. 1. The KQ results, especially at operating loss level as at H1 were not pleasant, but heavy lifting has happened in H2 to stop the bleeding. Now only 1 large bird, the 787 remains out of service. In Jun 2026, the 777 returns from Turkish, and is already being prepped and thereafter recoated with KQ livery 2. It is unlikely, near-impossible for KQ to turn a full year profit in 2025. At very best, expect a KES 12B loss for FY 2025 3. With confirmed stoppage of the Open Offer for minority shareholders, the USD 500,000,000 capital injection is the only critical play left on the KQ share. If it fails, it is game over, kamikaze! 4. If you are unable to hold mid-term, say two to three years, you should have sold yesterday or nearest date to yesterday 5. In case you are liquid and able to go long haul, proceed to add new stock/average down at any price below KES 8.68, noting that the KQ share may give you more returns than you ever dreamed about. 6. Watch and learn KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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obiero wrote:Obiero's ABP is KES 4.26, tomorrow Jan 21, 2025 at 9:32am KQ will likely reach KES 4.24. Obiero will not sell.
1. The KQ results, especially at operating loss level as at H1 were not pleasant, but heavy lifting has happened in H2 to stop the bleeding. Now only 1 large bird, the 787 remains out of service. In Jun 2026, the 777 returns from Turkish, and is already being prepped and thereafter recoated with KQ livery 2. It is unlikely, near-impossible for KQ to turn a full year profit in 2025. At very best, expect a KES 12B loss for FY 2025 3. With confirmed stoppage of the Open Offer for minority shareholders, the USD 500,000,000 capital injection is the only critical play left on the KQ share. If it fails, it is game over, kamikaze! 4. If you are unable to hold mid-term, say two to three years, you should have sold yesterday or nearest date to yesterday 5. In case you are liquid and able to go long haul, proceed to add new stock/average down at any price below KES 8.68, noting that the KQ share may give you more returns than you ever dreamed about. 6. Watch and learn As it was written..  KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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Obiero's ABP is KES 4.26, tomorrow Jan 22, 2025 at 9:32am KQ will likely reach KES 4.53. Obiero will not sell. Fair value KES 8.68  KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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26% up by tomorrow, in just four trading sessions. why wait for a full year to receive 4-6% dividend gains? wouldn't such just border on beating inflation? in stocks you are either a trader or investor, never both. two very divergent sets of aptitude. watch and learn! KQ ABP 4.26
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Kenya Airways...why ignore..
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