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Kenya Airways...why ignore..
Rank: Elder Joined: 7/22/2009 Posts: 7,872
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obiero wrote:MaichBlack wrote:VituVingiSana wrote:The loss for FY2025 is... 17.2 freaking Billion!!! Worse than a money pit!!! Un-freaking-believable!!! But then again, may be not! It is exactly what one has come to expect of KQ! Everyone plus their friends knew that KQ would post a full year loss of that magnitude See my last sentence. And the second last one... 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: 7,872
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@Obiero - Of course I would never buy KQ shares but may be finally you should kufa na KQ!Ndindi Nyoro bought 10,396,251 shares making him the second largest individual shareholder! That nigga don't miss!! Dude does his homework and analysis of companies! He is not a speculator. He must be onto something. New investors or whatever. Personally I don't want to know what it is coz there is no way I am getting caught up and in any case I have a number of stocks lined up to buy as money comes starting with loading up on even more Equity!! Thika MP has also loaded up but I don't know what his deal is. I am not informed on his investments history and strategy so I will not put much weight on his buying!! 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: 7,872
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By the way @Obiero, what is KQ's NET ASSET VALUE? 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: 14,258 Location: nairobi
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MaichBlack wrote:By the way @Obiero, what is KQ's NET ASSET VALUE? Negative 177B Kenya Shillings in accounting, but in public eye, it has immeasurable positive value of flag carrier nature. KQ stock should not trade below KES 8.52 per share. Serious investors know this
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Rank: Elder Joined: 7/22/2009 Posts: 7,872
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obiero wrote:MaichBlack wrote:By the way @Obiero, what is KQ's NET ASSET VALUE? Negative 177B Kenya Shillings in accounting, but in public eye, it has immeasurable positive value of flag carrier nature. KQ stock should not trade below KES 8.52 per share. Serious investors know this Thanks. Wuuueeeh! I was interested in the actual value. I thought that is what had triggered Ndindi Nyoro. He loves intrinsic value! As it is, it seems he knows something we (I) don't. But as you said, being the National Carrier has quite some value. 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: 14,258 Location: nairobi
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MaichBlack wrote:@Obiero - Of course I would never buy KQ shares but may be finally you should kufa na KQ!
Ndindi Nyoro bought 10,396,251 shares making him the second largest individual shareholder! That nigga don't miss!! Dude does his homework and analysis of companies! He is not a speculator. He must be onto something. New investors or whatever. Personally I don't want to know what it is coz there is no way I am getting caught up and in any case I have a number of stocks lined up to buy as money comes starting with loading up on even more Equity!!
Thika MP has also loaded up but I don't know what his deal is. I am not informed on his investments history and strategy so I will not put much weight on his buying!! Ndindi joins the infamous MM, Vijay, DJ CK (the late), Ismail and Waweru (the late) 
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Rank: Elder Joined: 6/23/2009 Posts: 14,258 Location: nairobi
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obiero wrote:obiero wrote:obiero wrote:obiero wrote:obiero wrote:MaichBlack wrote:I am not taking 5 minutes to watch something you can answer in one or two simple straightforward sentences. Sitaki mambo ya wild goose chase!! Make a habit of giving straight definitive answers @Obiero. That's the only helpful thing in this community. Code, watch and learn, writing on walls etc. are not actionable. And that is why we are all here. To act and make money or avoid losing money!!! Luckily there are other people in this world. Mwenye ako na muda atatumia vile anataka. This is not a forced action KMM remains the top individual KQ shareholder with 16 million shares https://eastleighvoice.c...ned-reduction-in-shares
Sadly Waweru passed on few months ago, before realizing a return on his wager. But luckily his estate seems to have held fort https://www.businessdail...1-1m-share-deal-2108994
When the madness of the entire nation disturbs a solitary mind, it is not enough to say that the man is mad. Dearly departed Dr Chris also had something to say about his 2m shares in KQ https://youtu.be/2iRBeSgeThw?si=rao7y7Bw-mqU6EHh
The Kenyan who single handedly took over Kakuzi Limited from the British. One of the 75K minority shareholders in KQ. Apply italics, underline and bold, the key word undervalued. Watch and learn  When the madness of the entire nation disturbs a solitary mind, it is not enough to say that the man is mad. I am at Royal greens and the investors are split right in the middle
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Rank: Elder Joined: 6/23/2009 Posts: 14,258 Location: nairobi
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obiero wrote:Ebenyo wrote: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. @Ebenyo. It is unlikely that a strategic investor will be found. As I said here earlier, it is GoK that will save KQ, via sales proceeds received from KPC, Teleposta and Safaricom Watch and learn. In a replica of the 2017 debt conversion tactic, a debt to equity buy price of KES 7 per share has been offered by GoK to KQLC, which they have jointly objected, signalling KES 8.68 minimum https://x.com/i/status/2039734859803836870
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