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Kenya Airways...why ignore.. end 2025
Rank: Chief Joined: 1/3/2007 Posts: 18,385 Location: Nairobi
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obiero wrote:5,823,588,269 issued KQ shares and only 17,000 traded today.. What's the float which excludes Treasury, KQLC and KLM. Does IFC have shares in KQ? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,339 Location: nairobi
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VituVingiSana wrote:obiero wrote:5,823,588,269 issued KQ shares and only 17,000 traded today.. What's the float which excludes Treasury, KQLC and KLM. Does IFC have shares in KQ?  COOP, IMH, KEGN, KQ, MTNU
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Rank: Chief Joined: 1/3/2007 Posts: 18,385 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:5,823,588,269 issued KQ shares and only 17,000 traded today.. What's the float which excludes Treasury, KQLC and KLM. Does IFC have shares in KQ? Interesting. So only 2.8% is "float"? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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As long as Michael Joseph is there KQ will and will turnaround....the mess left behind Titus naikuni and company will take some time to clear
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Rank: Elder Joined: 6/23/2009 Posts: 14,339 Location: nairobi
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FUNKY wrote:As long as Michael Joseph is there KQ will and will turnaround....the mess left behind Titus naikuni and company will take some time to clear It's a guarantee that the current team shall turn KQ around.. Just a little patience is required COOP, IMH, KEGN, KQ, MTNU
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Rank: Member Joined: 6/25/2009 Posts: 41
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Business agenda 5(c) makes me worried and ready sceptical 🤨
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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VituVingiSana wrote:the deal wrote:VituVingiSana wrote:the deal wrote:VituVingiSana wrote:the deal wrote:Speculative BUY as it tanks lower....Kenyan government will come in at some point... Are you putting your money where your mouth is? Yes watching supply levels...I want start to with 1 Million shares... What are you looking at as your maximum entry price? Between Ksh2.5-4.5...do you know anyone willing to sell a block at that price range? No, I sold out years ago but try the bigger brokers like Kestrel, SBG, etc who deal with the larger clients. I will let you know if I come across a seller. @the deal, only 12 shareholders have over 1M shares 
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Rank: Member Joined: 1/18/2019 Posts: 185 Location: kenya
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Until operational costs are addressed there is no progress being made.
MJ mentioned they started hedging, this was for up to which period? If they started in Q4 2018 then that was a wise move. They spent 10b more on fuel in 2018 yikes.
The finance costs are much lower than I expected. Their long term borrowings have an effective interest rate of 4.26%.
They spent 14b on Aircraft landing, handling & navigation? Is that the norm? Seems so high to me. Almost double what they spend on maintenance.
I am hoping Mikosz's strategies will pay off. I support the network expansion to increase revenues but I still wouldn't buy KQ shares. It's best if they delist it and let the turnaround continue outside the market.
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Rank: Elder Joined: 6/23/2009 Posts: 14,339 Location: nairobi
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nairobby wrote:Until operational costs are addressed there is no progress being made.
MJ mentioned they started hedging, this was for up to which period? If they started in Q4 2018 then that was a wise move. They spent 10b more on fuel in 2018 yikes.
The finance costs are much lower than I expected. Their long term borrowings have an effective interest rate of 4.26%.
They spent 14b on Aircraft landing, handling & navigation? Is that the norm? Seems so high to me. Almost double what they spend on maintenance.
I am hoping Mikosz's strategies will pay off. I support the network expansion to increase revenues but I still wouldn't buy KQ shares. It's best if they delist it and let the turnaround continue outside the market. KQ fortunes are tied to the exchange.. Taxpayers have carried enough a load and KQLC will need an avenue to easily offload their holdings. Remember Kenol Kobil is out, ARM out, NBK outgoing. ATLAS, DEACONS, FTG, HAFR, KURWITU should have never been in.. NSE is dying! COOP, IMH, KEGN, KQ, MTNU
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Rank: Elder Joined: 6/23/2009 Posts: 14,339 Location: nairobi
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