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Kenya Airways...why ignore..
obiero
#15751 Posted : Monday, January 19, 2026 10:10:42 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
littledove wrote:
KQ....

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
MaichBlack
#15752 Posted : Monday, January 19, 2026 3:28:51 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,833
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? d'oh! d'oh! d'oh!

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.
obiero
#15753 Posted : Monday, January 19, 2026 3:42:30 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
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? d'oh! d'oh! d'oh!

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
MaichBlack
#15754 Posted : Monday, January 19, 2026 11:24:01 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,833
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.
obiero
#15755 Posted : Tuesday, January 20, 2026 7:12:12 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
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
obiero
#15756 Posted : Tuesday, January 20, 2026 9:59:13 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
18% up in 2 days. fair value KES 8.68

KQ ABP 4.26
obiero
#15757 Posted : Tuesday, January 20, 2026 10:49:03 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
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
obiero
#15758 Posted : Wednesday, January 21, 2026 9:52:46 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
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
obiero
#15759 Posted : Wednesday, January 21, 2026 11:03:48 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
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
obiero
#15760 Posted : Wednesday, January 21, 2026 1:09:22 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
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
VituVingiSana
#15761 Posted : Wednesday, January 21, 2026 2:10:23 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,342
Location: Nairobi
https://www.linkedin.com...9-akHWv9kAbIpfC7eEPhLWs

Why Kenya Airways passengers need a support group! Over the holidays we travelled to Cape Town. It was all going well until our scheduled return on 2 January 2026. KQ sent a message saying the flight was delayed by 2 hours. Fortunately, we had not left the hotel. Then it sent a message saying it was delayed by 4 hours and would depart at 1750. Ok, so we had time to eat lunch. We got to the airport to find that there was no one manning the KQ check-in counters and our flight was not showing on the information displays. We were referred to a third party ticketing agent and joined a long queue of passengers totalling about 40 pax. Whilst waiting on the queue we checked the KQ website, which still showed that our 1750 flight was departing as promised. So began a weekend full of frustration and high drama.

Friday 2 January 2026 Apparently, our flight had been cancelled for mechanical reasons. Eventually, we were advised that the next fight to Nairobi would depart 5 days later on Tuesday, 6 January 2026! Yes, that is correct, regardless of our school or work commitments. After spending many fruitless hours at the airport, we were eventually checked into a downtown hotel by KQ just before sunset.

Saturday 3 January 2026 At breakfast, we were told by the hotel staff that KQ had arranged for us to fly out that afternoon and that we needed to check out and make our way back to Cape Town International Airport. We packed up and boarded the shuttle arranged by KQ. At the check in counters our group was informed that the flight was overbooked and that our new return date remained Tuesday, 6 January 2026. So why check out? Because the hotel was full. KQ could not arrange accommodation for all of us because the hotels were fully booked. So we had to find our own accommodation, meals and transport! We left the hotel with our families and booked into another venue feeling very aggrieved. However, things were worse for other passengers. There was an elderly gentlemen who was scheduled to fly out on KQ on New Years Day to Dubai, but had spent 3 days go back to the airport trying to find a way out. There was also another lady who bought a ticket online from KQ that Saturday, only to be told that another airline member had been assigned her seat.

Sunday 4 January 2026 No communication or update from KQ. Apparently, a small group of 5 people did manage to fly home on 2 separate flights. For the rest of us, we resolved to try to make the best of the extended holiday.

Monday 5 January 2026 We were advised by our travel agent to check in online as early as possible to try to maximise our chances of flying out on the Tuesday. We did so.

Tuesday 6 January 2026 We checked in (phew!). The flight was delayed, but eventually took off.

Lessons learnt: First, avoid travelling during holidays. Second, it will take massive changes before KQ can credibly call itself the Pride of Africa.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#15762 Posted : Wednesday, January 21, 2026 2:22:27 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
VituVingiSana wrote:
https://www.linkedin.com/posts/aishaabdallah_why-kenya-airways-passengers-need-a-support-ugcPost-7415383290838446080-lRDG?utm_source=share&utm_medium=member_ios&rcm=ACoAAAgWEQwBncqr9-akHWv9kAbIpfC7eEPhLWs

Why Kenya Airways passengers need a support group! Over the holidays we travelled to Cape Town. It was all going well until our scheduled return on 2 January 2026. KQ sent a message saying the flight was delayed by 2 hours. Fortunately, we had not left the hotel. Then it sent a message saying it was delayed by 4 hours and would depart at 1750. Ok, so we had time to eat lunch. We got to the airport to find that there was no one manning the KQ check-in counters and our flight was not showing on the information displays. We were referred to a third party ticketing agent and joined a long queue of passengers totalling about 40 pax. Whilst waiting on the queue we checked the KQ website, which still showed that our 1750 flight was departing as promised. So began a weekend full of frustration and high drama.

Friday 2 January 2026 Apparently, our flight had been cancelled for mechanical reasons. Eventually, we were advised that the next fight to Nairobi would depart 5 days later on Tuesday, 6 January 2026! Yes, that is correct, regardless of our school or work commitments. After spending many fruitless hours at the airport, we were eventually checked into a downtown hotel by KQ just before sunset.

Saturday 3 January 2026 At breakfast, we were told by the hotel staff that KQ had arranged for us to fly out that afternoon and that we needed to check out and make our way back to Cape Town International Airport. We packed up and boarded the shuttle arranged by KQ. At the check in counters our group was informed that the flight was overbooked and that our new return date remained Tuesday, 6 January 2026. So why check out? Because the hotel was full. KQ could not arrange accommodation for all of us because the hotels were fully booked. So we had to find our own accommodation, meals and transport! We left the hotel with our families and booked into another venue feeling very aggrieved. However, things were worse for other passengers. There was an elderly gentlemen who was scheduled to fly out on KQ on New Years Day to Dubai, but had spent 3 days go back to the airport trying to find a way out. There was also another lady who bought a ticket online from KQ that Saturday, only to be told that another airline member had been assigned her seat.

Sunday 4 January 2026 No communication or update from KQ. Apparently, a small group of 5 people did manage to fly home on 2 separate flights. For the rest of us, we resolved to try to make the best of the extended holiday.

Monday 5 January 2026 We were advised by our travel agent to check in online as early as possible to try to maximise our chances of flying out on the Tuesday. We did so.

Tuesday 6 January 2026 We checked in (phew!). The flight was delayed, but eventually took off.

Lessons learnt: First, avoid travelling during holidays. Second, it will take massive changes before KQ can credibly call itself the Pride of Africa.

When the airline is running on reduced fleet capacity, expect disruptions. HOTAC is a budgeted expense item. Plus getting safely to your destination whenever a known mechanical issue has been noted, is better than dying, right?

KQ ABP 4.26
obiero
#15763 Posted : Thursday, January 22, 2026 11:26:32 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
obiero wrote:
obiero wrote:
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
obiero
#15764 Posted : Thursday, January 22, 2026 1:20:25 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
Tomorrow Jan 23, 2025 at 9:32am KQ will print at KES 4.98. Obiero will not sell

KQ ABP 4.26
Blukes
#15765 Posted : Thursday, January 22, 2026 8:16:14 PM
Rank: New-farer

Joined: 3/9/2019
Posts: 22
Location: Nakuru
Ride or die. Kes.10.00+,, staying focused is the rule of the game. Senior elder Obiero am 100% on your lane on this Ride .🤝
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