Wazua
»
Investor
»
Stocks
»
Kenya Airways...why ignore..
Rank: Elder Joined: 3/2/2009 Posts: 26,331 Location: Masada
|
obiero wrote:Its all fun and games until the day you will be forced to use Turkish Airlines to fly to Mombasa If it will cost less than the current KQ, then WHY NOT? Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
|
|
|
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
|
VituVingiSana wrote:obiero wrote:enyands wrote:Spikes wrote:hisah wrote:maka wrote:Spikes wrote:VituVingiSana wrote:whiteowl wrote:Oil is going sub $30 so the $85 hedge will be screwing them 4 times over. Well, Alex made out like a bandit in this Bandit Nation. @Obiero told us Alex was going, going... lakini, wapi??? Every day he remains is a loss to KQ as he pockets all he can. According to The guardian newspaper, one of the most authoritative online media in UK, economists maintain that oil will lick the sea bottom @ $10 a barrel. That will translate to 0.118 times KQ's most outrageous hedging in air transport. In layman's language KQ will continue damaging its revenue 8.5 times the 2016 oil price projection. @obiero What a tragedy? Seen Alex on NTV saying that they have cancelled all hedging contracts. If hedges have been cancelled, that's a good start. But what is the cost of that contract breach? I think the cost of repudiating this contract is larger than clinging to it. If it was easier they could have pulled out earlier unless somebody in management is relishing kickbacks in detriment of Wanjiko. Sad Propaganda itaua wakenya. How much fuel was hedged out of the total a1 requirements for KQ.. Could it be 100%, 50%, 15%?? Let us argue on fact, not emotion So @Obiero, you are the insider. Tell us. Thought the aircrafts are not owned by KQ but some shady offshore entities. How can you sell what you don't own? Life is short. Live passionately.
|
|
|
Rank: Elder Joined: 3/2/2009 Posts: 26,331 Location: Masada
|
sparkly wrote:VituVingiSana wrote:obiero wrote:enyands wrote:Spikes wrote:hisah wrote:maka wrote:Spikes wrote:VituVingiSana wrote:whiteowl wrote:Oil is going sub $30 so the $85 hedge will be screwing them 4 times over. Well, Alex made out like a bandit in this Bandit Nation. @Obiero told us Alex was going, going... lakini, wapi??? Every day he remains is a loss to KQ as he pockets all he can. According to The guardian newspaper, one of the most authoritative online media in UK, economists maintain that oil will lick the sea bottom @ $10 a barrel. That will translate to 0.118 times KQ's most outrageous hedging in air transport. In layman's language KQ will continue damaging its revenue 8.5 times the 2016 oil price projection. @obiero What a tragedy? Seen Alex on NTV saying that they have cancelled all hedging contracts. If hedges have been cancelled, that's a good start. But what is the cost of that contract breach? I think the cost of repudiating this contract is larger than clinging to it. If it was easier they could have pulled out earlier unless somebody in management is relishing kickbacks in detriment of Wanjiko. Sad Propaganda itaua wakenya. How much fuel was hedged out of the total a1 requirements for KQ.. Could it be 100%, 50%, 15%?? Let us argue on fact, not emotion So @Obiero, you are the insider. Tell us. Thought the aircrafts are not owned by KQ but some shady offshore entities. How can you sell what you don't own? If u take LOAN from KWFT bank to buy a premio,payable in 36 months then on the 25th months kiumane, you can request KWFT bank (Gikombabranch sana sana) to allow you to sell the car inthe secondary market and pay them the loan balance in lump sum. RIGHT? Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,256 Location: nairobi
|
Impunity wrote:sparkly wrote:VituVingiSana wrote:obiero wrote:enyands wrote:Spikes wrote:hisah wrote:maka wrote:Spikes wrote:VituVingiSana wrote:whiteowl wrote:Oil is going sub $30 so the $85 hedge will be screwing them 4 times over. Well, Alex made out like a bandit in this Bandit Nation. @Obiero told us Alex was going, going... lakini, wapi??? Every day he remains is a loss to KQ as he pockets all he can. According to The guardian newspaper, one of the most authoritative online media in UK, economists maintain that oil will lick the sea bottom @ $10 a barrel. That will translate to 0.118 times KQ's most outrageous hedging in air transport. In layman's language KQ will continue damaging its revenue 8.5 times the 2016 oil price projection. @obiero What a tragedy? Seen Alex on NTV saying that they have cancelled all hedging contracts. If hedges have been cancelled, that's a good start. But what is the cost of that contract breach? I think the cost of repudiating this contract is larger than clinging to it. If it was easier they could have pulled out earlier unless somebody in management is relishing kickbacks in detriment of Wanjiko. Sad Propaganda itaua wakenya. How much fuel was hedged out of the total a1 requirements for KQ.. Could it be 100%, 50%, 15%?? Let us argue on fact, not emotion So @Obiero, you are the insider. Tell us. Thought the aircrafts are not owned by KQ but some shady offshore entities. How can you sell what you don't own? If u take LOAN from KWFT bank to buy a premio,payable in 36 months then on the 25th months kiumane, you can request KWFT bank (Gikombabranch sana sana) to allow you to sell the car inthe secondary market and pay them the loan balance in lump sum. RIGHT? Yes, you can! To specifically answer your question. The planes in question are owned by KQ, with all recent deliveries leased on AWAS instead of outright purchase which was killing KQ slowly but surely. We should now ask whether KQ got top dollar for the two Boeings, estimated at USD 85m second hand each.. Plus the embakasi land is also on finalization. About KES 15B has been brought in by majestic ngunze. The skies are true blue from where I stand
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi
|
obiero wrote:Impunity wrote:sparkly wrote:VituVingiSana wrote:obiero wrote:enyands wrote:Spikes wrote:hisah wrote:maka wrote:Spikes wrote:VituVingiSana wrote:whiteowl wrote:Oil is going sub $30 so the $85 hedge will be screwing them 4 times over. Well, Alex made out like a bandit in this Bandit Nation. @Obiero told us Alex was going, going... lakini, wapi??? Every day he remains is a loss to KQ as he pockets all he can. According to The guardian newspaper, one of the most authoritative online media in UK, economists maintain that oil will lick the sea bottom @ $10 a barrel. That will translate to 0.118 times KQ's most outrageous hedging in air transport. In layman's language KQ will continue damaging its revenue 8.5 times the 2016 oil price projection. @obiero What a tragedy? Seen Alex on NTV saying that they have cancelled all hedging contracts. If hedges have been cancelled, that's a good start. But what is the cost of that contract breach? I think the cost of repudiating this contract is larger than clinging to it. If it was easier they could have pulled out earlier unless somebody in management is relishing kickbacks in detriment of Wanjiko. Sad Propaganda itaua wakenya. How much fuel was hedged out of the total a1 requirements for KQ.. Could it be 100%, 50%, 15%?? Let us argue on fact, not emotion So @Obiero, you are the insider. Tell us. Thought the aircrafts are not owned by KQ but some shady offshore entities. How can you sell what you don't own? If u take LOAN from KWFT bank to buy a premio,payable in 36 months then on the 25th months kiumane, you can request KWFT bank (Gikombabranch sana sana) to allow you to sell the car inthe secondary market and pay them the loan balance in lump sum. RIGHT? Yes, you can! To specifically answer your question. The planes in question are owned by KQ, with all recent deliveries leased on AWAS instead of outright purchase which was killing KQ slowly but surely. We should now ask whether KQ got top dollar for the two Boeings, estimated at USD 85m second hand each.. Plus the embakasi land is also on finalization. About KES 15B has been brought in by majestic ngunze. The skies are true blue from where I stand Yep, selling assets makes one 'majestic' and a great manager. It's so hard to sell assets. Making profits is easy but selling assets... that's where skills are needed. In the meantime, the KK folks are growing profits instead of selling assets. As is KenRe. Or Unga. And I&M. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,256 Location: nairobi
|
VituVingiSana wrote:obiero wrote:Impunity wrote:sparkly wrote:VituVingiSana wrote:obiero wrote:enyands wrote:Spikes wrote:hisah wrote:maka wrote:Spikes wrote:VituVingiSana wrote:whiteowl wrote:Oil is going sub $30 so the $85 hedge will be screwing them 4 times over. Well, Alex made out like a bandit in this Bandit Nation. @Obiero told us Alex was going, going... lakini, wapi??? Every day he remains is a loss to KQ as he pockets all he can. According to The guardian newspaper, one of the most authoritative online media in UK, economists maintain that oil will lick the sea bottom @ $10 a barrel. That will translate to 0.118 times KQ's most outrageous hedging in air transport. In layman's language KQ will continue damaging its revenue 8.5 times the 2016 oil price projection. @obiero What a tragedy? Seen Alex on NTV saying that they have cancelled all hedging contracts. If hedges have been cancelled, that's a good start. But what is the cost of that contract breach? I think the cost of repudiating this contract is larger than clinging to it. If it was easier they could have pulled out earlier unless somebody in management is relishing kickbacks in detriment of Wanjiko. Sad Propaganda itaua wakenya. How much fuel was hedged out of the total a1 requirements for KQ.. Could it be 100%, 50%, 15%?? Let us argue on fact, not emotion So @Obiero, you are the insider. Tell us. Thought the aircrafts are not owned by KQ but some shady offshore entities. How can you sell what you don't own? If u take LOAN from KWFT bank to buy a premio,payable in 36 months then on the 25th months kiumane, you can request KWFT bank (Gikombabranch sana sana) to allow you to sell the car inthe secondary market and pay them the loan balance in lump sum. RIGHT? Yes, you can! To specifically answer your question. The planes in question are owned by KQ, with all recent deliveries leased on AWAS instead of outright purchase which was killing KQ slowly but surely. We should now ask whether KQ got top dollar for the two Boeings, estimated at USD 85m second hand each.. Plus the embakasi land is also on finalization. About KES 15B has been brought in by majestic ngunze. The skies are true blue from where I stand Yep, selling assets makes one 'majestic' and a great manager. It's so hard to sell assets. Making profits is easy but selling assets... that's where skills are needed. In the meantime, the KK folks are growing profits instead of selling assets. As is KenRe. Or Unga. And I&M. Jilted lovers can never be pleased, no matter how genuine the intention
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi
|
obiero wrote:VituVingiSana wrote:obiero wrote:Impunity wrote:sparkly wrote:VituVingiSana wrote:obiero wrote:enyands wrote:Spikes wrote:hisah wrote:maka wrote:Spikes wrote:VituVingiSana wrote:whiteowl wrote:Oil is going sub $30 so the $85 hedge will be screwing them 4 times over. Well, Alex made out like a bandit in this Bandit Nation. @Obiero told us Alex was going, going... lakini, wapi??? Every day he remains is a loss to KQ as he pockets all he can. According to The guardian newspaper, one of the most authoritative online media in UK, economists maintain that oil will lick the sea bottom @ $10 a barrel. That will translate to 0.118 times KQ's most outrageous hedging in air transport. In layman's language KQ will continue damaging its revenue 8.5 times the 2016 oil price projection. @obiero What a tragedy? Seen Alex on NTV saying that they have cancelled all hedging contracts. If hedges have been cancelled, that's a good start. But what is the cost of that contract breach? I think the cost of repudiating this contract is larger than clinging to it. If it was easier they could have pulled out earlier unless somebody in management is relishing kickbacks in detriment of Wanjiko. Sad Propaganda itaua wakenya. How much fuel was hedged out of the total a1 requirements for KQ.. Could it be 100%, 50%, 15%?? Let us argue on fact, not emotion So @Obiero, you are the insider. Tell us. Thought the aircrafts are not owned by KQ but some shady offshore entities. How can you sell what you don't own? If u take LOAN from KWFT bank to buy a premio,payable in 36 months then on the 25th months kiumane, you can request KWFT bank (Gikombabranch sana sana) to allow you to sell the car inthe secondary market and pay them the loan balance in lump sum. RIGHT? Yes, you can! To specifically answer your question. The planes in question are owned by KQ, with all recent deliveries leased on AWAS instead of outright purchase which was killing KQ slowly but surely. We should now ask whether KQ got top dollar for the two Boeings, estimated at USD 85m second hand each.. Plus the embakasi land is also on finalization. About KES 15B has been brought in by majestic ngunze. The skies are true blue from where I stand Yep, selling assets makes one 'majestic' and a great manager. It's so hard to sell assets. Making profits is easy but selling assets... that's where skills are needed. In the meantime, the KK folks are growing profits instead of selling assets. As is KenRe. Or Unga. And I&M. Jilted lovers can never be pleased, no matter how genuine the intention Battered Husband Syndrome. Going back to Alex no matter how much he (lovingly) shafts one.   https://www.youtube.com/watch?v=5j482ajpNEY Special for @Obiero & friends. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,256 Location: nairobi
|
VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Impunity wrote:sparkly wrote:VituVingiSana wrote:obiero wrote:enyands wrote:Spikes wrote:hisah wrote:maka wrote:Spikes wrote:VituVingiSana wrote:whiteowl wrote:Oil is going sub $30 so the $85 hedge will be screwing them 4 times over. Well, Alex made out like a bandit in this Bandit Nation. @Obiero told us Alex was going, going... lakini, wapi??? Every day he remains is a loss to KQ as he pockets all he can. According to The guardian newspaper, one of the most authoritative online media in UK, economists maintain that oil will lick the sea bottom @ $10 a barrel. That will translate to 0.118 times KQ's most outrageous hedging in air transport. In layman's language KQ will continue damaging its revenue 8.5 times the 2016 oil price projection. @obiero What a tragedy? Seen Alex on NTV saying that they have cancelled all hedging contracts. If hedges have been cancelled, that's a good start. But what is the cost of that contract breach? I think the cost of repudiating this contract is larger than clinging to it. If it was easier they could have pulled out earlier unless somebody in management is relishing kickbacks in detriment of Wanjiko. Sad Propaganda itaua wakenya. How much fuel was hedged out of the total a1 requirements for KQ.. Could it be 100%, 50%, 15%?? Let us argue on fact, not emotion So @Obiero, you are the insider. Tell us. Thought the aircrafts are not owned by KQ but some shady offshore entities. How can you sell what you don't own? If u take LOAN from KWFT bank to buy a premio,payable in 36 months then on the 25th months kiumane, you can request KWFT bank (Gikombabranch sana sana) to allow you to sell the car inthe secondary market and pay them the loan balance in lump sum. RIGHT? Yes, you can! To specifically answer your question. The planes in question are owned by KQ, with all recent deliveries leased on AWAS instead of outright purchase which was killing KQ slowly but surely. We should now ask whether KQ got top dollar for the two Boeings, estimated at USD 85m second hand each.. Plus the embakasi land is also on finalization. About KES 15B has been brought in by majestic ngunze. The skies are true blue from where I stand Yep, selling assets makes one 'majestic' and a great manager. It's so hard to sell assets. Making profits is easy but selling assets... that's where skills are needed. In the meantime, the KK folks are growing profits instead of selling assets. As is KenRe. Or Unga. And I&M. Jilted lovers can never be pleased, no matter how genuine the intention Battered Husband Syndrome. Going back to Alex no matter how much he (lovingly) shafts one. https://www.youtube.com/watch?v=5j482ajpNEY Special for @Obiero & friends. KQ is certain to post vastly improved results for the full year and going forward, the rationalized fleet shall deliver promise of steady earnings. Its about time for my re.entry of additional stake
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi
|
obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Impunity wrote:sparkly wrote:VituVingiSana wrote:obiero wrote:enyands wrote:Spikes wrote:hisah wrote:maka wrote:Spikes wrote:VituVingiSana wrote:whiteowl wrote:Oil is going sub $30 so the $85 hedge will be screwing them 4 times over. Well, Alex made out like a bandit in this Bandit Nation. @Obiero told us Alex was going, going... lakini, wapi??? Every day he remains is a loss to KQ as he pockets all he can. According to The guardian newspaper, one of the most authoritative online media in UK, economists maintain that oil will lick the sea bottom @ $10 a barrel. That will translate to 0.118 times KQ's most outrageous hedging in air transport. In layman's language KQ will continue damaging its revenue 8.5 times the 2016 oil price projection. @obiero What a tragedy? Seen Alex on NTV saying that they have cancelled all hedging contracts. If hedges have been cancelled, that's a good start. But what is the cost of that contract breach? I think the cost of repudiating this contract is larger than clinging to it. If it was easier they could have pulled out earlier unless somebody in management is relishing kickbacks in detriment of Wanjiko. Sad Propaganda itaua wakenya. How much fuel was hedged out of the total a1 requirements for KQ.. Could it be 100%, 50%, 15%?? Let us argue on fact, not emotion So @Obiero, you are the insider. Tell us. Thought the aircrafts are not owned by KQ but some shady offshore entities. How can you sell what you don't own? If u take LOAN from KWFT bank to buy a premio,payable in 36 months then on the 25th months kiumane, you can request KWFT bank (Gikombabranch sana sana) to allow you to sell the car inthe secondary market and pay them the loan balance in lump sum. RIGHT? Yes, you can! To specifically answer your question. The planes in question are owned by KQ, with all recent deliveries leased on AWAS instead of outright purchase which was killing KQ slowly but surely. We should now ask whether KQ got top dollar for the two Boeings, estimated at USD 85m second hand each.. Plus the embakasi land is also on finalization. About KES 15B has been brought in by majestic ngunze. The skies are true blue from where I stand Yep, selling assets makes one 'majestic' and a great manager. It's so hard to sell assets. Making profits is easy but selling assets... that's where skills are needed. In the meantime, the KK folks are growing profits instead of selling assets. As is KenRe. Or Unga. And I&M. Jilted lovers can never be pleased, no matter how genuine the intention Battered Husband Syndrome. Going back to Alex no matter how much he (lovingly) shafts one. https://www.youtube.com/watch?v=5j482ajpNEY Special for @Obiero & friends. KQ is certain to post vastly improved results for the full year and going forward, the rationalized fleet shall deliver promise of steady earnings. Its about time for my re.entry of additional stake Choices have consequences. Let's forget emotions. Humpty Dumpty sat on a wall, Humpty Dumpty had a great fall. All the king's horses and all the king's men Couldn't put Humpty together again. I have limited funds. I have to choose between KQ & KK/KenRe/I&M/Unga/Williamson. Each of the firms except KQ was/is/will be profitable in 2015-16. Each except KQ has little or no debt. Banks business is money so their 'debt' is different. Each except KQ is likely to pay a dividend in 2016. Each except KQ has (IMHO) good management not crooks. Each except KQ & KenRe has directors who are or represent significant shareholders. Biwott's lawyer is on KK's board. The Israelis are represented on KK's management. I&M has the Shah brothers & their father as directors of the subsidiary banks. Unga has Andrew Ndegwa as a director. Nick represents Seaboard. Philip Magor & his son are directors in Williamson. Each except KQ & KenRe has no significant GoK control/ownership. Each except KQ is either cash rich OR has a low Debt:Equity Ratio. Very important in a slow(ing) economy and turbulent markets. KK has benefitted from low oil prices & keeps on reducing its debt. Each except KQ has POSITIVE Shareholders' Equity. @Obiero - Good Luck with KQ. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,256 Location: nairobi
|
VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Impunity wrote:sparkly wrote:VituVingiSana wrote:obiero wrote:enyands wrote:Spikes wrote:hisah wrote:maka wrote:Spikes wrote:VituVingiSana wrote:whiteowl wrote:Oil is going sub $30 so the $85 hedge will be screwing them 4 times over. Well, Alex made out like a bandit in this Bandit Nation. @Obiero told us Alex was going, going... lakini, wapi??? Every day he remains is a loss to KQ as he pockets all he can. According to The guardian newspaper, one of the most authoritative online media in UK, economists maintain that oil will lick the sea bottom @ $10 a barrel. That will translate to 0.118 times KQ's most outrageous hedging in air transport. In layman's language KQ will continue damaging its revenue 8.5 times the 2016 oil price projection. @obiero What a tragedy? Seen Alex on NTV saying that they have cancelled all hedging contracts. If hedges have been cancelled, that's a good start. But what is the cost of that contract breach? I think the cost of repudiating this contract is larger than clinging to it. If it was easier they could have pulled out earlier unless somebody in management is relishing kickbacks in detriment of Wanjiko. Sad Propaganda itaua wakenya. How much fuel was hedged out of the total a1 requirements for KQ.. Could it be 100%, 50%, 15%?? Let us argue on fact, not emotion So @Obiero, you are the insider. Tell us. Thought the aircrafts are not owned by KQ but some shady offshore entities. How can you sell what you don't own? If u take LOAN from KWFT bank to buy a premio,payable in 36 months then on the 25th months kiumane, you can request KWFT bank (Gikombabranch sana sana) to allow you to sell the car inthe secondary market and pay them the loan balance in lump sum. RIGHT? Yes, you can! To specifically answer your question. The planes in question are owned by KQ, with all recent deliveries leased on AWAS instead of outright purchase which was killing KQ slowly but surely. We should now ask whether KQ got top dollar for the two Boeings, estimated at USD 85m second hand each.. Plus the embakasi land is also on finalization. About KES 15B has been brought in by majestic ngunze. The skies are true blue from where I stand Yep, selling assets makes one 'majestic' and a great manager. It's so hard to sell assets. Making profits is easy but selling assets... that's where skills are needed. In the meantime, the KK folks are growing profits instead of selling assets. As is KenRe. Or Unga. And I&M. Jilted lovers can never be pleased, no matter how genuine the intention Battered Husband Syndrome. Going back to Alex no matter how much he (lovingly) shafts one. https://www.youtube.com/watch?v=5j482ajpNEY Special for @Obiero & friends. KQ is certain to post vastly improved results for the full year and going forward, the rationalized fleet shall deliver promise of steady earnings. Its about time for my re.entry of additional stake Choices have consequences. Let's forget emotions. Humpty Dumpty sat on a wall, Humpty Dumpty had a great fall. All the king's horses and all the king's men Couldn't put Humpty together again. I have limited funds. I have to choose between KQ & KK/KenRe/I&M/Unga/Williamson. Each of the firms except KQ was/is/will be profitable in 2015-16. Each except KQ has little or no debt. Banks business is money so their 'debt' is different. Each except KQ is likely to pay a dividend in 2016. Each except KQ has (IMHO) good management not crooks. Each except KQ & KenRe has directors who are or represent significant shareholders. Biwott's lawyer is on KK's board. The Israelis are represented on KK's management. I&M has the Shah brothers & their father as directors of the subsidiary banks. Unga has Andrew Ndegwa as a director. Nick represents Seaboard. Philip Magor & his son are directors in Williamson. Each except KQ & KenRe has no significant GoK control/ownership. Each except KQ is either cash rich OR has a low Debt:Equity Ratio. Very important in a slow(ing) economy and turbulent markets. KK has benefitted from low oil prices & keeps on reducing its debt. Each except KQ has POSITIVE Shareholders' Equity. @Obiero - Good Luck with KQ. Asante tena sana. Remember only get to 5,000 then halt. Upon release of full results I intend to have capacity to upload upto 65,000 more, depending on what I analyse at that time
|
|
|
Wazua
»
Investor
»
Stocks
»
Kenya Airways...why ignore..
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|