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Kenya Airways...why ignore..
Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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heri wrote:obiero wrote:I can attempt to understand Kiprono as immediate replacement to Michael Joseph, but David Ndii? Really? Also, when were they cleared by the shareholders via an AGM/EGM Ndii can put his theories to practice and KQ will rise  How is Ndii better than Michael Joseph in any capacity, businesswise. He adds limited value, almost a liability
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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Polite reminder, do not be fooled by today's spike, a crash is incoming within next few days. Though fair value is KES 8.52, why buy now at KES 4.90 while you can buy on 18.03.2026 at KES 3.80
KQ ABP 4.26
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Rank: Elder Joined: 7/22/2009 Posts: 7,833
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obiero wrote:Polite reminder, do not be fooled by today's spike, a crash is incoming within next few days. Though fair value is KES 8.52, why buy now at KES 4.90 while you can buy on 18.03.2026 at KES 3.80 Absolutely no need to worry! I doubt there is anyone else here buying or even considering buying KQ!! 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: 7,833
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heri wrote:obiero wrote:I can attempt to understand Kiprono as immediate replacement to Michael Joseph, but David Ndii? Really? Also, when were they cleared by the shareholders via an AGM/EGM Ndii can put his theories to practice and KQ will rise Where has his theories ever worked!!?? What are his standout achievements??? 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: 14,211 Location: nairobi
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MaichBlack wrote:obiero wrote:Polite reminder, do not be fooled by today's spike, a crash is incoming within next few days. Though fair value is KES 8.52, why buy now at KES 4.90 while you can buy on 18.03.2026 at KES 3.80 Absolutely no need to worry! I doubt there is anyone else here buying or even considering buying KQ!! There's free resources on the internet that can show you the volumes traded on KQ within the last 1 month. Just use some data
KQ ABP 4.26
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Rank: Elder Joined: 7/22/2009 Posts: 7,833
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obiero wrote:MaichBlack wrote:obiero wrote:Polite reminder, do not be fooled by today's spike, a crash is incoming within next few days. Though fair value is KES 8.52, why buy now at KES 4.90 while you can buy on 18.03.2026 at KES 3.80 Absolutely no need to worry! I doubt there is anyone else here buying or even considering buying KQ!! There's free resources on the internet that can show you the volumes traded on KQ within the last 1 month. Just use some data Am saying here. The greater fool theory will always work magic. Especially out there. 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: 14,211 Location: nairobi
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MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:Polite reminder, do not be fooled by today's spike, a crash is incoming within next few days. Though fair value is KES 8.52, why buy now at KES 4.90 while you can buy on 18.03.2026 at KES 3.80 Absolutely no need to worry! I doubt there is anyone else here buying or even considering buying KQ!! There's free resources on the internet that can show you the volumes traded on KQ within the last 1 month. Just use some data Am saying here. The greater fool theory will always work magic. Especially out there. Have you ever realised that the greater fool could actually be you and not the other traders 
KQ ABP 4.26
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Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
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obiero wrote:Ebenyo wrote:obiero wrote:Be Christlike. Obiero will never leave you, nor forsake you
Cons on KQ shares
1. No dividend up to 2030 and beyond. Earliest possibly 2032
2. Capitalization is not assured. GoK can fail to secure the funding based on the KQ books, which are not desirable in current state. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest
3. If strategic investment is not secured. Nationalization will be the only other real possibility and the same will lead a share suspension, followed by delisting, with a payout sum to be solely determined by GoK
4. Fly Ethiopia are doing major things at Bole. Times have changed for the Pride of Africa
5. Boeing being the preferred fleet type for KQ, is facing acute supply challenges, with new delivery backlog stretching to 2033. It means the existing fleet will continue to age, and MRO shall be costly
6. Upcoming results announcement by 18.03.2026 shall be a significant loss, which will cause a pull back on the price to possibly KES 3.80 level
7. A1 fuel spike is incoming, thus assured reduction in operating margins
Pros on KQ
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.
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 Dividend is possible before 2030.Ruto is working hard to put things in perspective. With a thin fleet and negative equity? Talks are underway for a strategic partner to chip in good cash. That will change everything. Towards the goal of financial freedom
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Rank: Elder Joined: 7/22/2009 Posts: 7,833
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obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:Polite reminder, do not be fooled by today's spike, a crash is incoming within next few days. Though fair value is KES 8.52, why buy now at KES 4.90 while you can buy on 18.03.2026 at KES 3.80 Absolutely no need to worry! I doubt there is anyone else here buying or even considering buying KQ!! There's free resources on the internet that can show you the volumes traded on KQ within the last 1 month. Just use some data Am saying here. The greater fool theory will always work magic. Especially out there. Have you ever realised that the greater fool could actually be you and not the other traders One of the qualification to be a greater fool is to ignore fundamentals. I never ignore fundamentals when investing. That is gambling!!! Link - Greater Fool Theory: 1) Buy overvalued stocks. 2) Ignore Fundamentals 3) Be speculative 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: Veteran Joined: 6/2/2010 Posts: 1,089
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Some people participate in the stock market to trade for short-term gains (traders), while others invest for long-term gains (investors). Traders rely on short-term price movements, charts and market signals. Investors rely primarily on business fundamentals and long-term value. These are two completely different strategies and one has to decide which approach they are following. Neither of you is right or wrong, you are simply playing different games.
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