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Kenya Airways...why ignore..
Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:Straight from the Exchange Qatar. Qatar and Fly ET have both put up tentative proposals to purchase GoK stake in KQ. Things are not looking too bad What about your shares?  May God's will be done π Delta and Singapore Airlines join the fray, in potential capital injectors https://www.theafricarep...er-record-profitability/
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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obiero wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Straight from the Exchange Bar. Qatar and Fly ET have both put up tentative proposals to purchase GoK stake in KQ. Things are not looking too bad What about your shares? May God's will be done π Delta and Singapore Airlines join the fray, in potential capital injectors https://www.theafricarep...r-record-profitability/
Most likely Temasek (Singapore Airlines) will carry the day, since they have put up the funding plan, and have tentatively allowed a 10% stake retention by GoK, with eventual full buyout once turnaround is complete
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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VituVingiSana wrote:obiero wrote:Impunity wrote:obiero wrote:Pesa Nane wrote:obiero wrote:VituVingiSana wrote:obiero wrote:lochaz-index wrote:Ericsson wrote:KQLC will be paid off and KQ will become 100% owned by Gok This could end up being a very sticky situation for both kq and GoK. A loss making parastatal continuously bleeding money from a broke government... Its the worst mistake that the 12th parliament will be remembered for.. The minority shareholders in KQ are not poor people. We raised KES 14.48B in 2012 for the airline. Why didn't they turn to us? Just GoK wanting to knock down the aspirations of 80,000 hard working shareholders Please provide a breakdown of who contributed what to that 14.5bn. The below is the dream team   Hapo sasa π Please round it to 10 decimal places....you can't own 0% with all the enthusiasm. If only the board and management of KQ had received adequate support, KQ would be profitable by June 2019! Now we walk a dark unlit path with the only known being that neither KQLC, KLM, KQ ESOP nor the minority shareholders will accept anything less than KES 8.52 in the nationalization plan @PesaNane 4 - 0 @Obiero " the only known being that neither KQLC, KLM, KQ ESOP nor the minority shareholders will accept anything less than KES 8.52 in the nationalization plan"   Only KQLC should receive KES 8.52 for their shares from GoK. Good old banter π
KQ ABP 4.26
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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https://www.businessdail...a-most-punctual-5338622
South African Airways now Africaβs most punctual, overtakes KQ, Ethiopian Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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obiero wrote:obiero wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Straight from the Exchange Bar. Qatar and Fly ET have both put up tentative proposals to purchase GoK stake in KQ. Things are not looking too bad What about your shares? May God's will be done π Delta and Singapore Airlines join the fray, in potential capital injectors https://www.theafricarep...r-record-profitability/
Most likely Temasek (Singapore Airlines) will carry the day, since they have put up the funding plan, and have tentatively allowed a 10% stake retention by GoK, with eventual full buyout once turnaround is complete https://x.com/temasek/st...015711473570652669?s=46
We are aware of news articles claiming that Temasek has expressed interest in taking a stake in Kenya Airways. These reports are untrue. Temasek has not been involved in any discussions on Kenya Airways. 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: 14,211 Location: nairobi
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VituVingiSana wrote:obiero wrote:obiero wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Straight from the Exchange Bar. Qatar and Fly ET have both put up tentative proposals to purchase GoK stake in KQ. Things are not looking too bad What about your shares? May God's will be done π Delta and Singapore Airlines join the fray, in potential capital injectors https://www.theafricarep...r-record-profitability/
Most likely Temasek (Singapore Airlines) will carry the day, since they have put up the funding plan, and have tentatively allowed a 10% stake retention by GoK, with eventual full buyout once turnaround is complete https://x.com/temasek/st...015711473570652669?s=46
We are aware of news articles claiming that Temasek has expressed interest in taking a stake in Kenya Airways. These reports are untrue. Temasek has not been involved in any discussions on Kenya Airways. You do know that any identified investor, would need to buy at a premium to market price. Why would they admit that they are in talks that are not signed off. Expression of interest in law, is by documentation. Remember its not only one party interested. Tomorrow KES 5.50 prints, a 48% rise in six trading sessions. Watch and learn
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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Ericsson wrote:Spikes wrote:obiero wrote:the deal wrote:obiero wrote:1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5 Obiero for the title of Supporter of the Year... KQ should give you free tickets Hehe.. I accept the award @obiero How do you value stocks? Fundamentals or speculative information? Obiero is buy low sell high and move on an unchanged trading style. 8 years ago.. KQ 5-year share suspension followed. without averaging down aggressively, I would be in the pits http://m.wazua.com/forum...sts&t=7270&p=451
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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Tomorrow Jan 28, 2026 at 9:32am KQ will likely reach KES 6.00. 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: 14,211 Location: nairobi
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 Cons to consider in 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 in 2 months time shall be a significant loss, which will cause a pull back on the price
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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obiero wrote:Tomorrow Jan 28, 2026 at 9:32am KQ will likely reach KES 6.00. 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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