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Kenol Kobil deal off!
mwekez@ji
#241 Posted : Wednesday, October 02, 2013 7:36:59 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
murchr wrote:
mwekez@ji wrote:
the deal wrote:
murchr wrote:
Difference btn KQ and KK, One selling assets, the other acquiring

Naah KK is better...KQ...well I will tell you one thing....the Ksh14bn they raised was just a deposit for 6 dreamliners...this guys are coming back for more cash. ..

#Difference btn KK and KQ, KK BUY, KQ Alama ya dukuduku


Numbers dont lie, KQ might dream big but the potential is HUGE. As for KK, if the govt plans to kill it and make NOK king here, we can do nothing. Biwott must have jumped off ship by now. Maybe @mweke you should tell us who is selling and buying. And what has Ohana done?


Numbers dont lie. We already have KK Half Year results. On KQ, chaps are speculating the Half Year results based on management word. Aint it the same KQ management that were quoted saying FY12/13 will be a profit then shock befell the streets on the actual results release
murchr
#242 Posted : Wednesday, October 02, 2013 7:38:39 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
the deal wrote:
murchr wrote:
Difference btn KQ and KK, One selling assets, the other acquiring

Naah KK is better...KQ...well I will tell you one thing....the Ksh14bn they raised was just a deposit for 6 dreamliners...this guys are coming back for more cash. ..

#Difference btn KK and KQ, KK BUY, KQ Alama ya dukuduku


Numbers dont lie, KQ might dream big but the potential is HUGE. As for KK, if the govt plans to kill it and make NOK king here, we can do nothing. Biwott must have jumped off ship by now. Maybe @mweke you should tell us who is selling and buying. And what has Ohana done?


Numbers dont lie. We already have KK Half Year results. On KQ, chaps are speculating the Half Year results based on management word. Aint it the same KQ management that were quoted saying FY12/13 will be a profit then shock befell the streets on the actual results release


I guess we just have to wait. And a profit arising from a sale of asset is zilch
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
mwekez@ji
#243 Posted : Wednesday, October 02, 2013 7:42:21 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
the deal wrote:
murchr wrote:
Difference btn KQ and KK, One selling assets, the other acquiring

Naah KK is better...KQ...well I will tell you one thing....the Ksh14bn they raised was just a deposit for 6 dreamliners...this guys are coming back for more cash. ..

#Difference btn KK and KQ, KK BUY, KQ Alama ya dukuduku


Numbers dont lie, KQ might dream big but the potential is HUGE. As for KK, if the govt plans to kill it and make NOK king here, we can do nothing. Biwott must have jumped off ship by now. Maybe @mweke you should tell us who is selling and buying. And what has Ohana done?


Numbers dont lie. We already have KK Half Year results. On KQ, chaps are speculating the Half Year results based on management word. Aint it the same KQ management that were quoted saying FY12/13 will be a profit then shock befell the streets on the actual results release


I guess we just have to wait. And a profit arising from a sale of asset is zilch


Numbers dont lie. All the KK HY profit was from operations. Not from asset sales ... You need to pull a copy of the results
murchr
#244 Posted : Wednesday, October 02, 2013 8:02:14 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
the deal wrote:
murchr wrote:
Difference btn KQ and KK, One selling assets, the other acquiring

Naah KK is better...KQ...well I will tell you one thing....the Ksh14bn they raised was just a deposit for 6 dreamliners...this guys are coming back for more cash. ..

#Difference btn KK and KQ, KK BUY, KQ Alama ya dukuduku


Numbers dont lie, KQ might dream big but the potential is HUGE. As for KK, if the govt plans to kill it and make NOK king here, we can do nothing. Biwott must have jumped off ship by now. Maybe @mweke you should tell us who is selling and buying. And what has Ohana done?


Numbers dont lie. We already have KK Half Year results. On KQ, chaps are speculating the Half Year results based on management word. Aint it the same KQ management that were quoted saying FY12/13 will be a profit then shock befell the streets on the actual results release


I guess we just have to wait. And a profit arising from a sale of asset is zilch



Numbers dont lie. All the KK HY profit was from operations. Not from asset sales ... You need to pull a copy of the results


No. I dont touch stocks whose CEO's fight with Gov. On results...i believe there was some "smart" and very creative accounting mweke.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
mwekez@ji
#245 Posted : Wednesday, October 02, 2013 8:23:38 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
the deal wrote:
murchr wrote:
Difference btn KQ and KK, One selling assets, the other acquiring

Naah KK is better...KQ...well I will tell you one thing....the Ksh14bn they raised was just a deposit for 6 dreamliners...this guys are coming back for more cash. ..

#Difference btn KK and KQ, KK BUY, KQ Alama ya dukuduku


Numbers dont lie, KQ might dream big but the potential is HUGE. As for KK, if the govt plans to kill it and make NOK king here, we can do nothing. Biwott must have jumped off ship by now. Maybe @mweke you should tell us who is selling and buying. And what has Ohana done?


Numbers dont lie. We already have KK Half Year results. On KQ, chaps are speculating the Half Year results based on management word. Aint it the same KQ management that were quoted saying FY12/13 will be a profit then shock befell the streets on the actual results release


I guess we just have to wait. And a profit arising from a sale of asset is zilch



Numbers dont lie. All the KK HY profit was from operations. Not from asset sales ... You need to pull a copy of the results


No. I dont touch stocks whose CEO's fight with Gov. On results...i believe there was some "smart" and very creative accounting mweke.


Ohana has made KK the stock you wonna buy (a good friend of gava with not a single fight) ... the accounts are good, dont overthink
murchr
#246 Posted : Wednesday, October 02, 2013 8:33:58 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
the deal wrote:
murchr wrote:
Difference btn KQ and KK, One selling assets, the other acquiring

Naah KK is better...KQ...well I will tell you one thing....the Ksh14bn they raised was just a deposit for 6 dreamliners...this guys are coming back for more cash. ..

#Difference btn KK and KQ, KK BUY, KQ Alama ya dukuduku


Numbers dont lie, KQ might dream big but the potential is HUGE. As for KK, if the govt plans to kill it and make NOK king here, we can do nothing. Biwott must have jumped off ship by now. Maybe @mweke you should tell us who is selling and buying. And what has Ohana done?


Numbers dont lie. We already have KK Half Year results. On KQ, chaps are speculating the Half Year results based on management word. Aint it the same KQ management that were quoted saying FY12/13 will be a profit then shock befell the streets on the actual results release


I guess we just have to wait. And a profit arising from a sale of asset is zilch



Numbers dont lie. All the KK HY profit was from operations. Not from asset sales ... You need to pull a copy of the results


No. I dont touch stocks whose CEO's fight with Gov. On results...i believe there was some "smart" and very creative accounting mweke.


Ohana has made KK the stock you wonna buy (a good friend of gava with not a single fight) ... the accounts are good, dont overthink


Am watching, so will they pay KPR?
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
mwekez@ji
#247 Posted : Wednesday, October 02, 2013 8:40:08 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
the deal wrote:
murchr wrote:
Difference btn KQ and KK, One selling assets, the other acquiring

Naah KK is better...KQ...well I will tell you one thing....the Ksh14bn they raised was just a deposit for 6 dreamliners...this guys are coming back for more cash. ..

#Difference btn KK and KQ, KK BUY, KQ Alama ya dukuduku


Numbers dont lie, KQ might dream big but the potential is HUGE. As for KK, if the govt plans to kill it and make NOK king here, we can do nothing. Biwott must have jumped off ship by now. Maybe @mweke you should tell us who is selling and buying. And what has Ohana done?


Numbers dont lie. We already have KK Half Year results. On KQ, chaps are speculating the Half Year results based on management word. Aint it the same KQ management that were quoted saying FY12/13 will be a profit then shock befell the streets on the actual results release


I guess we just have to wait. And a profit arising from a sale of asset is zilch



Numbers dont lie. All the KK HY profit was from operations. Not from asset sales ... You need to pull a copy of the results


No. I dont touch stocks whose CEO's fight with Gov. On results...i believe there was some "smart" and very creative accounting mweke.


Ohana has made KK the stock you wonna buy (a good friend of gava with not a single fight) ... the accounts are good, dont overthink


*thinking out loud* @murchr, do you know who is the current CEO of KK? Your saying that you dont touch stocks whose CEO's fight with gava made me think
mwekez@ji
#248 Posted : Wednesday, October 02, 2013 8:41:52 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
the deal wrote:
murchr wrote:
Difference btn KQ and KK, One selling assets, the other acquiring

Naah KK is better...KQ...well I will tell you one thing....the Ksh14bn they raised was just a deposit for 6 dreamliners...this guys are coming back for more cash. ..

#Difference btn KK and KQ, KK BUY, KQ Alama ya dukuduku


Numbers dont lie, KQ might dream big but the potential is HUGE. As for KK, if the govt plans to kill it and make NOK king here, we can do nothing. Biwott must have jumped off ship by now. Maybe @mweke you should tell us who is selling and buying. And what has Ohana done?


Numbers dont lie. We already have KK Half Year results. On KQ, chaps are speculating the Half Year results based on management word. Aint it the same KQ management that were quoted saying FY12/13 will be a profit then shock befell the streets on the actual results release


I guess we just have to wait. And a profit arising from a sale of asset is zilch



Numbers dont lie. All the KK HY profit was from operations. Not from asset sales ... You need to pull a copy of the results


No. I dont touch stocks whose CEO's fight with Gov. On results...i believe there was some "smart" and very creative accounting mweke.


Ohana has made KK the stock you wonna buy (a good friend of gava with not a single fight) ... the accounts are good, dont overthink


Am watching, so will they pay KPR?


They began paying a while back. You need a serious update on KK!!!
murchr
#249 Posted : Thursday, October 03, 2013 12:20:04 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
mwekez@ji wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
the deal wrote:
murchr wrote:
Difference btn KQ and KK, One selling assets, the other acquiring

Naah KK is better...KQ...well I will tell you one thing....the Ksh14bn they raised was just a deposit for 6 dreamliners...this guys are coming back for more cash. ..

#Difference btn KK and KQ, KK BUY, KQ Alama ya dukuduku


Numbers dont lie, KQ might dream big but the potential is HUGE. As for KK, if the govt plans to kill it and make NOK king here, we can do nothing. Biwott must have jumped off ship by now. Maybe @mweke you should tell us who is selling and buying. And what has Ohana done?


Numbers dont lie. We already have KK Half Year results. On KQ, chaps are speculating the Half Year results based on management word. Aint it the same KQ management that were quoted saying FY12/13 will be a profit then shock befell the streets on the actual results release


I guess we just have to wait. And a profit arising from a sale of asset is zilch



Numbers dont lie. All the KK HY profit was from operations. Not from asset sales ... You need to pull a copy of the results


No. I dont touch stocks whose CEO's fight with Gov. On results...i believe there was some "smart" and very creative accounting mweke.


Ohana has made KK the stock you wonna buy (a good friend of gava with not a single fight) ... the accounts are good, dont overthink


*thinking out loud* @murchr, do you know who is the current CEO of KK? Your saying that you dont touch stocks whose CEO's fight with gava made me think


I know Segman resigned...KK was his life, why he did leaves alot of questions than answers. I think its early for us to judge that Ohana guy as of yet. He was part of the team that incurred loses with Segman right? Time will tell.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
VituVingiSana
#250 Posted : Thursday, October 03, 2013 12:41:34 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
mwekez@ji wrote:
mwekez@ji wrote:
mwekez@ji wrote:
the deal wrote:
murchr wrote:
Difference btn KQ and KK, One selling assets, the other acquiring

Naah KK is better...KQ...well I will tell you one thing....the Ksh14bn they raised was just a deposit for 6 dreamliners...this guys are coming back for more cash. ..

#Difference btn KK and KQ, KK BUY, KQ Alama ya dukuduku

#Difference btn KK and KQ, KK has Ohana (Performer), KQ has Naikuni (Dreamer)

#Difference btn KK and KQ, KK knows Debt Management, KQ doesn't know no thing about debt management
KK is selling assets to pay down debt. KQ is acquiring assets using debt. Both are valid plans but a lot depends on variables that are not easy to control. The risk is much higher for KQ which has to expand its footprint, staff levels, etc to ensure the planes are used as much as possible in an environment where tourism can drop due to financial problems/unemployment, high fuel prices, yo-yo currencies, instability common in many African countries, etc

At this stage, I will go for KK.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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