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Kenya Airways...why ignore..
Rank: Elder Joined: 6/23/2009 Posts: 13,559 Location: nairobi
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VituVingiSana wrote:sparkly wrote:obiero wrote:Watulipe twenzetu  What is the likelihood of being bought off by Treasury? I give my estimation as follows: 1. KQLC - 50%; Pros- - Banks have greater negotiating power; - Uthamaki stake in a lender bank;
- Nationalization support by management; Also there is probably some sort of agreement that GoK signed to get the banks (esp Equity) to agree to the Debt:Equity Swap
Cons- - GOK is broke; 2. Minority Shareholders - 30%. Pros- - Benefit from buy out of the banks; - Avoid public backlash and lawsuits; Who will sue who? 
The current board? The prior board? Naikuni? GoK?
If one bought KQ shares without reading the Financial Statements, Annual Reports and Wazua then apambane na hali yake Cons- - GOK is broke; - Nobody cares for Wanjiku; - Lawsuits whichever way. The money required to effect the buyout is peanuts for GoK.. Remember we are on a KES 3T budget
COOP 70,000 ABP 15.20; HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
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Small leaks sink great ships. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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obiero wrote:maka wrote:obiero wrote:ArrestedDev wrote:nairobby wrote:obiero wrote:littledove wrote:https://www.businessdailyafrica.com/corporate/shipping/Flower-exporters-seek-more-space-on-KQ-flight-to-US/4003122-5162450-fr0hc6z/index.html“The two tonnes capacity for the flower exporters is just a drop in the ocean as compared to the current market demand of more than 10 tonnes. If what we are delivering in New York is a small quantity, it will not be able to create the necessary hype around the Kenyan flower brand,” said Tulezi. The Kenya Flower Council said it is engaging the Trade PS Dr. Chris Kiptoo who promised to bring onboard his Transport counterpart Esther Koimett, to discuss the matter before engaging the Kenya Airways. Currently, KQ’s is the only direct flight to the US from Kenya and its cargo space is always fully booked leaving exporters to use connecting flights which have high risks and adversely affect the quality of the produce upon arrival to the designated markets. kq should take this opportunity before a competitor comes in They should have rekitted the 777-300ER and roll a dice Haha, looks like the massive capital wipeout you've faced hasn't phased you. If that plane was brought back we'd start heading back to 2015 numbers 2015 figures were partly due to the massive fraud unearthed by the forensic audit. Even fuel was being stolen. With an expanded network that plane can serve KQ very well. No major difference with the -200ER KQ operated for a decade. Do not rely so much on Ngunze’s shallow arguments and decisions. He had no expertise in aviation at all. Exactly. Over 300 seats but on specific long haul it would have worked.. At least one or two.. But three of the craft was too ambitious Ummh for example which routes? Joburg, Mumbai and Dubai.. Just wing it! KQ is massively losing passengers on all those routes... Competition is real. possunt quia posse videntur
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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obiero wrote:VituVingiSana wrote:sparkly wrote:obiero wrote:Watulipe twenzetu What is the likelihood of being bought off by Treasury? I give my estimation as follows: 1. KQLC - 50%; Pros- - Banks have greater negotiating power; - Uthamaki stake in a lender bank;
- Nationalization support by management; Also there is probably some sort of agreement that GoK signed to get the banks (esp Equity) to agree to the Debt:Equity Swap
Cons- - GOK is broke; 2. Minority Shareholders - 30%. Pros- - Benefit from buy out of the banks; - Avoid public backlash and lawsuits; Who will sue who?
The current board? The prior board? Naikuni? GoK?
If one bought KQ shares without reading the Financial Statements, Annual Reports and Wazua then apambane na hali yake Cons- - GOK is broke; - Nobody cares for Wanjiku; - Lawsuits whichever way. The money required to effect the buyout is peanuts for GoK.. Remember we are on a KES 3T budget 3T budget but no cash Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,559 Location: nairobi
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Ericsson wrote:obiero wrote:VituVingiSana wrote:sparkly wrote:obiero wrote:Watulipe twenzetu What is the likelihood of being bought off by Treasury? I give my estimation as follows: 1. KQLC - 50%; Pros- - Banks have greater negotiating power; - Uthamaki stake in a lender bank;
- Nationalization support by management; Also there is probably some sort of agreement that GoK signed to get the banks (esp Equity) to agree to the Debt:Equity Swap
Cons- - GOK is broke; 2. Minority Shareholders - 30%. Pros- - Benefit from buy out of the banks; - Avoid public backlash and lawsuits; Who will sue who?
The current board? The prior board? Naikuni? GoK?
If one bought KQ shares without reading the Financial Statements, Annual Reports and Wazua then apambane na hali yake Cons- - GOK is broke; - Nobody cares for Wanjiku; - Lawsuits whichever way. The money required to effect the buyout is peanuts for GoK.. Remember we are on a KES 3T budget 3T budget but no cash Safaricom has been tagged as a KRA agent for all non remmitters including Sport pesa KES 13B
COOP 70,000 ABP 15.20; HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 1/18/2019 Posts: 185 Location: kenya
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obiero wrote:VituVingiSana wrote:obiero wrote:nairobby wrote:I can't believe @obiero averaged down on this stock. You better believe it boss.. Now we await the buy out but only after the rights issue AKA Open Offer.. I will personally take GoK to court if they attempt a squeeze out  Please do. We are behind you with our moral support. Let me mark this post. Here is your interview @vvs AKA Aly Khan Satchu Pkosing is winning me over. I think this model will work best for KQ at this moment. If we are going to look at it as a national asset then this makes some sense. GoK better be ruthless when buying out the existing shareholders, this is not a birthday party.
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Rank: Elder Joined: 6/23/2009 Posts: 13,559 Location: nairobi
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nairobby wrote:obiero wrote:VituVingiSana wrote:obiero wrote:nairobby wrote:I can't believe @obiero averaged down on this stock. You better believe it boss.. Now we await the buy out but only after the rights issue AKA Open Offer.. I will personally take GoK to court if they attempt a squeeze out Please do. We are behind you with our moral support. Let me mark this post. Here is your interview @vvs AKA Aly Khan Satchu Pkosing is winning me over. I think this model will work best for KQ at this moment. If we are going to look at it as a national asset then this makes some sense. GoK better be ruthless when buying out the existing shareholders, this is not a birthday party. They will be extra cautios because one of the two men holds stakes in two tier I banks under KQLC and the other banks involved are all tier I hence need to keep working operational links positive
COOP 70,000 ABP 15.20; HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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obiero wrote:nairobby wrote:obiero wrote:VituVingiSana wrote:obiero wrote:nairobby wrote:I can't believe @obiero averaged down on this stock. You better believe it boss.. Now we await the buy out but only after the rights issue AKA Open Offer.. I will personally take GoK to court if they attempt a squeeze out Please do. We are behind you with our moral support. Let me mark this post. Here is your interview @vvs AKA Aly Khan Satchu Pkosing is winning me over. I think this model will work best for KQ at this moment. If we are going to look at it as a national asset then this makes some sense. GoK better be ruthless when buying out the existing shareholders, this is not a birthday party. They will be extra cautios because one of the two men holds stakes in two tier I banks under KQLC and the other banks involved are all tier I hence need to keep working operational links positive Kizungu please....@Obiero you want 1lt of Platinum JW? Pole its been a rough week.... possunt quia posse videntur
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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nairobby wrote:obiero wrote:VituVingiSana wrote:obiero wrote:nairobby wrote:I can't believe @obiero averaged down on this stock. You better believe it boss.. Now we await the buy out but only after the rights issue AKA Open Offer.. I will personally take GoK to court if they attempt a squeeze out Please do. We are behind you with our moral support. Let me mark this post. Here is your interview @vvs AKA Aly Khan Satchu Pkosing is winning me over. I think this model will work best for KQ at this moment. If we are going to look at it as a national asset then this makes some sense. GoK better be ruthless when buying out the existing shareholders, this is not a birthday party. Blaming everyone else but the real culprits i.e. KQ management! Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,559 Location: nairobi
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sparkly wrote:nairobby wrote:obiero wrote:VituVingiSana wrote:obiero wrote:nairobby wrote:I can't believe @obiero averaged down on this stock. You better believe it boss.. Now we await the buy out but only after the rights issue AKA Open Offer.. I will personally take GoK to court if they attempt a squeeze out Please do. We are behind you with our moral support. Let me mark this post. Here is your interview @vvs AKA Aly Khan Satchu Pkosing is winning me over. I think this model will work best for KQ at this moment. If we are going to look at it as a national asset then this makes some sense. GoK better be ruthless when buying out the existing shareholders, this is not a birthday party. Blaming everyone else but the real culprits i.e. KQ management! Current management?
COOP 70,000 ABP 15.20; HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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KQ is on life supporting machines. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,559 Location: nairobi
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Ericsson wrote:KQ is on life supporting machines.
The expensive type that resuscitate! 
COOP 70,000 ABP 15.20; HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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You can always bank on me...😀
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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The 2 Embraers have been written off... It was that bad. possunt quia posse videntur
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Rank: Elder Joined: 6/23/2009 Posts: 13,559 Location: nairobi
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maka wrote:The 2 Embraers have been written off... It was that bad. Replacements on the way from Rio
COOP 70,000 ABP 15.20; HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 3/2/2009 Posts: 26,328 Location: Masada
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maka wrote:The 2 Embraers have been written off... It was that bad. Shiet men!!!  Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Elder Joined: 6/23/2009 Posts: 13,559 Location: nairobi
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For each KES 1 move I either gain or loose KES 221,100.. High risk, high return
COOP 70,000 ABP 15.20; HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:For each KES 1 move I either gain or loose KES 221,100.. High risk, high return Na watu wa Home Afrika? Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,559 Location: nairobi
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sparkly wrote:obiero wrote:For each KES 1 move I either gain or loose KES 221,100.. High risk, high return Na watu wa Home Afrika? HAFR will never rise above KES 1
COOP 70,000 ABP 15.20; HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:obiero wrote:For each KES 1 move I either gain or loose KES 221,100.. High risk, high return Na watu wa Home Afrika? HAFR will never rise above KES 1 Which means HAFR is higher risk than KQ, right? Life is short. Live passionately.
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