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Kenya airways Right Issue
Rank: Elder Joined: 9/23/2010 Posts: 2,220 Location: Sundowner,Amboseli
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maligumu wrote:If there is Wazuan who bought these rights atakuwa funzo kwa wengine na ajue that guys don't just come here to bark even if it is without pay . Funny but true  @SufficientlyP
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Rank: Elder Joined: 9/23/2010 Posts: 2,220 Location: Sundowner,Amboseli
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hisah wrote:Back in March 2012, IATA gave a gloomy outlook for the airline industry in 2012. 2 weeks ago they emphasised on that same outlook - www.straitstimes.com/Bre...ory/STIStory_809672.htmlIf you invest in airline stocks for the short term and lose your money as the stocks bleed, well, you deserve the losses... And does KQ still do the hedging thing.If so, with the fall in crude, so will be the fall in its profits, and a subsequent fall in its stock price! @SufficientlyP
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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Sufficiently Philanga....thropic wrote:maligumu wrote:If there is Wazuan who bought these rights atakuwa funzo kwa wengine na ajue that guys don't just come here to bark even if it is without pay . Funny but true They should have read the blog post referred to on wazua on multiple occasions! http://coldtusker.blogsp...nya-airways-rip-off.htmlGreedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:Sufficiently Philanga....thropic wrote:[quote=maligumu]If there is Wazuan who bought these rights atakuwa funzo kwa wengine na ajue that guys don't just come here to bark even if it is without pay . Funny but true They should have read the blog post referred to on wazua on multiple occasions! http://coldtusker.blogsp...ya-airways-rip-off.html[/quote] This the problem with africans (not race but geographical). They never invest for the future. GOK, KLM air france and IFC are not daft to invest in the rights. I bought the rights and will be buying more as the share falls and await the dreamliners. If i dont see profit in my lifetime, i leave the shares for my children and grand children! KQ is here to stay. Life is short. Live passionately.
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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Its clear by now that buying the rights was not a wise decision.meanwhile the dreamliners continue being a dream as the name suggests...iam waiting to bridge the dilution at 8-10bob "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 12/4/2009 Posts: 10,699 Location: NAIROBI
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To some it was a wise decison while to others it was not. Take the case of IFC and GO;it was a wise decision. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 11/7/2007 Posts: 2,182
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why buy the rights while you could have gotten them at a 40% discount? LOVE WHAT YOU DO, DO WHAT YOU LOVE.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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sparkly wrote:
This the problem with africans (not race but geographical). They never invest for the future. GOK, KLM air france and IFC are not daft to invest in the rights. I bought the rights and will be buying more as the share falls and await the dreamliners. If i dont see profit in my lifetime, i leave the shares for my children and grand children! KQ is here to stay.
@sparkly it would be dangerous for you to align your personal goals with that of GOK or IFC.. If you were to follow someone at least let it be NSSF.. Unlike NSSF These institutions do not chase profits or higher share prices.. They are interested first in the country's development... Unlike NSSF These institutions have a much higher capacity to absorb losses and therefore they have a higher tolerance for making bad investments.. Ask the IFC how many bad debts they have forgiven to date.. Mark 12:29
Deuteronomy 4:16
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Rank: Member Joined: 8/29/2008 Posts: 571
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He he he!! This is the stuff that separates champions from wimps.Wimps invest in loosing stocks under the pretext that they will bequeath them to their children.Be a winner,don't invest in dead stocks like NEVEREADY and others!!!
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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This reminds me that......
According to experts, the road to financial freedom is private and personal.
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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KK > KQ ... any day! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Ali Baba wrote:He he he!! This is the stuff that separates champions from wimps.Wimps invest in loosing stocks under the pretext that they will bequeath them to their children.Be a winner,don't invest in dead stocks like NEVEREADY and others!!! KQ is not another neveready, my friend. From my experience taking a longer term view in stocks helps. KQ is 3% of my portfolio, bought at 19 plus the rights at 14. At these levels KQ is a worthy investment IMO. Mr Market thinks otherwise and i expect the price to fall. When that happens i will be scooping more, in fact am waiting for sub 10. Life is short. Live passionately.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:KK > KQ ... any day! Not anymore. If anyone didn't buy KK at 10 or below, they are just wasting time and money buying now (pure speculation on basis of strike price). For those who bought earlier, the gains are more or less locked. Time to move to the next investment. Life is short. Live passionately.
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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i think the rights issue was just too big to succeed !
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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sparkly wrote:VituVingiSana wrote:KK > KQ ... any day! Not anymore. If anyone didn't buy KK at 10 or below, they are just wasting time and money buying now (pure speculation on basis of strike price). For those who bought earlier, the gains are more or less locked. Time to move to the next investment. KK at 14.35 with expected takeover price between 17-21 (17 is what Kestrel had initially valued it at. 21 is what they had indicated in a later report) probably by the end of 2012. KQ - The 1H results will be released in Nov 2012 (as they do every year in November) but the volatile currency & oil prices may hurt or benefit them. Current price 13.20 So when comparing the two TODAY, I am with KK. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 2/8/2007 Posts: 808
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KQ will eventually require a restructuring. They will soak in a lot of debt to buy dreamliners and embrears - the latter making good business sense but the former...... KQ should focus more on african routes and only retain 5-8 routes that complement the regional strategy. Sooner or latter we will see serious market wars for the african routes. KQ has a head start in having launched first but they may not have the best product and pricing. The other players only need to pitch better product and or pricing and suddenly customers start choosing. That market share war will happen within the next 5 years. End result will be margin squeeze suggesting KQ ought to be putting more eggs in the african basket and less on European and Asian routes.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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"Afreximbank wins bid to arrange financing for Kenya Airways fleet upgrade. The African Export-Import Bank (Afreximbank) has won the mandate for arranging Kenya Airways aircraft financing for the purchase of 9 Boeing B-787-800s, 1 Boeing 777-300ER and 10 Embraer E-190 aircrafts for deliveries expected within the next three years. The financing package consists of pre-delivery payments and aircraft delivery finance. The 787’s replace 767’s while the E-190’s will increase capacity for regional routes within Africa. Kenya Airways raised KES 14.5bn through a rights issue which will go to financing pre-delivery payments for the nine Boeing B-787’s. The rest of the financing will be taken in loans. Afreximbank is a supranational trade finance focused development bank headquartered in Egypt with the aim of promoting trade between African countries and between Africa and the rest of the world. Kenya Airways plans to grow its fleet from 34 to 119 by 2021 and increase destinations from 57 to 115 over the same period." Haven't we been expecting new aircraft for the last 2 years? I just do not see them pulling this off personally. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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http://af.reuters.com/ar...ws/idAFL5E8HP1EI20120625The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Veteran Joined: 3/12/2010 Posts: 1,199 Location: Eastlander
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Once in a while..in doing research..i try get everyone's opinion over a stock...put it together in one page..and read thro searching for consistency of thought as well as comparing to actual outcome.. It's my way of finding the "street credibility" of contributers in Wazua.. I've done so successfully with the likes of Stocksmaster, Guru, VVS,the Deal, Mwanahisa, Mwekezaji..and loads of others.. The reason is..so that i do not lie to myself to think myself wise in my own eyes.. and actually learn from smarter minds here on wazua Recently..i did QW... His thoughts on KQ.. amazing stuff..How He takes the stock from "awesome" to "crap" within a page.. I mean no disrespect..but trying help newcomers on Wazua have an easier why of sifting thro opinions.. January 29,2012QW25091985 wrote:Aiiish. This stock is to beaten down. There'll be no sell off.
Anything below 20 bob is a buy b'coz rights price will be at 20 bob. ..http://www.wazua.co.ke/forum.aspx?g=postmessage&t=7270&f=1&q=272890 March 12,2012QW25091985 wrote:okay you guys keep panicking am down there waiting for you sell orders ! .. http://www.wazua.co.ke/f...spx?g=posts&t=17873
March 23,2012QW25091985 wrote:its very important to know the market trend when approaching this right . remember britak ? the market was down and yet people were buying the ipo . me i would urge people to keep off this one and buy after the rights start trading .
i just donot see where a rally will come from given that KQ is mostly a foreign investors dominated and currently they arenot in this market ! April 3rd, 2012.. QW25091985 wrote:Woi . mimi nina nunua tu ! .. http://www.wazua.co.ke/f...ts&t=17873&p=10
April 3rd, 2012..QW25091985 wrote:aiigh . now this is a monkey ? no this is a very good stock ad foreign interest is high . you think foreigners just buy things lik its a fis market ? .. http://www.wazua.co.ke/f...ts&t=17873&p=10
April 3,2012..QW25091985 wrote:i'll just buy this thing coz the index is looking to be in an up move . so guys will be bullish. its just a matter of time .. http://www.wazua.co.ke/f...70&f=1&q=272890
April 19,2012..QW25091985 wrote:oh my allot of small talk here ! even shareholders get paid when they have returns on their investments .airlines are collapsing and returning poor results left right and center but KQ is still profitable . i like this company. rights or no rights issue ... http://www.wazua.co.ke/f...ts&t=17873&p=13
April 26,2012QW25091985 wrote:why is the stock rallying as we near end of rights issue ?
that could be a sign the rights will be a success.
am off to the broker . hii mbus looks like its gonna go up ! .. http://www.wazua.co.ke/f...ts&t=17873&p=15
June 9,2012QW25091985 wrote:We need to break 14 bob before we say the rights was a failure ! .. http://www.wazua.co.ke/f...ts&t=17873&p=20
June 14,2012QW25091985 wrote:hisah wrote:Aguytrying wrote:GenghisCapitalLtd wrote:KQ to announce their Full Year results on 14th June 2012. What numbers do you expect taking into account the profit warning issued! 2 billion shs net profit. A 42% drop. Fuel bill, strong KES (reduced fx gains on euro and dollar), tourism slowdown especially from eurozone for obvious reasons; I think 42% profit dip is quite optimistic. Should be more than 50%. .. http://www.wazua.co.ke/f...ts&t=17873&p=21
June 16,2012QW25091985 wrote:oops. Sorry about that all time low is 5.13
am saying 5 bob because there's no support between the 14 bob rights price and the stocks all-time low. Any way thats the way i plan to play it ! You risk massive losses if you buy inbetween those important price levels.
What am saying is that keep of this stock ! .. http://www.wazua.co.ke/f...ts&t=17873&p=22
June 21, 2012QW25091985 wrote:Aguytrying wrote:youcan'tstopusnow wrote:Turnover is now 45 million... getting in or out? ill never understand investors its quite evident its exit volume because the stock is going down ! i would wonder why anybody would enter now ! i am still seeing a 5 bob print one day ! ... http://www.wazua.co.ke/f...ts&t=17873&p=23
June 21, 2012QW25091985 wrote:My 2 cents wrote:QW25091985 wrote:Aguytrying wrote:youcan'tstopusnow wrote:Turnover is now 45 million... getting in or out? ill never understand investors its quite evident its exit volume because the stock is going down ! i would wonder why anybody would enter now ! i am still seeing a 5 bob print one day ! Perhaps because they are buying fear. Remember - sell greed and buy fear Sell KK Buy KQ @2cents . would you buy yourself ? this is where we are advised not to try and catch a falling knife . anybody will a sober mind and had LOOKED AT THE CHARTS willnot touch it .. http://www.wazua.co.ke/f...ts&t=17873&p=23
June 21, 2012QW25091985 wrote:guru267 wrote:KQ may hold steady if the market P/E rises to 10-12..
KQ has historically always traded above the market P/E do you want a bet this stock will trade 5 bob in the near future ? Okay the bet is on and see how charts DONOT lie ! ..http://www.wazua.co.ke/forum.aspx?g=posts&t=17873&p=23 June 25,2012QW25091985 wrote:i think the rights issue was just too big to succeed ! ..http://www.wazua.co.ke/forum.aspx?g=posts&t=17873&p=24 lol. we arenot in a recession ! ..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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@proverB - LOL, empirical evidence... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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