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Kenya Airways...why ignore..
Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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obiero wrote:Weka pesa hapa si mashairi.. Hehe Throwing money into fire, your only get ash. ,Behold, a sower went forth to sow;....
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Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi
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muandiwambeu wrote:obiero wrote:Weka pesa hapa si mashairi.. Hehe Throwing money into fire, your only get ash. Hot money
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi
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obiero wrote:obiero wrote:obiero wrote:10+ reasons to believe in operation pride at KQ: 1. End of hedging policy 2. Cut off on HOTAC and other operational expenses 3. Rightsizing of the workforce 4. Fuel efficient planes 5. Route optimization especially in Africa 6. Category 1 status at main hub 7. GoK guaranteed debt at reduced pay out 8. Sale of non critical assets 9. Global reduction in fuel costs 10. Revival in KE tourism 11. Budget carrier for booming middle-class 12. Cleaned-up board and management 13. Debt tenor restructure by main bankers 14. Recent rate cap by GoK 15. Financial revamp by transaction advisers 16. Strong forex holding with primary pricing being USD  Profit trend (L/PBT) (KSh m) From 2003 to 2016 ascending: 547 2,075 5,520 6,960 5,975 6,526 −5,664 2,671 5,002 2,146 −10,826 −4,861 -29,710 -26,099 -3,311 Kenya Airways operating margin trend 2016 -3.5% 2015 -14.8% 2014 -2.2% 2013 -9.11% .. 2010 2.6% 2009 5.6% 2008 11.6% 2007 13.1% Point #16 is particularly pregnant seeing the current exchange rate on the green buck.. A godsend for KQ Wheelback.. Mtajiju Re-posted for emphasis.. Watch how money is made at the NSE
KQ ABP 4.26
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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VituVingiSana wrote:obiero wrote:sparkly wrote:Afroblk wrote:One of the many counters worth dumping loads of cash...returns will be insane...how low do you think this will go? Probably not much lower than current rates. I only have one hope with KQ...direct flights to US. As long as those pigs in parliament can pass that bill and open the terminal, Kenya will be accorded the much awaited category 1 once the FAA conducts the inspection. Honestly I can't wait to get some returns and exit without looking back...I've been patient for a while and haven't sold even a single share...I'm even tired on buying...how much can one accumulate l0l I know CFC guys be like, here he goes again..l0l 15 years ago KQ used to trade at 5.50-7.00 range. Stock is now below that price not because of splits or bonuses, having done a rights issue! Learn from history. History says that airlines in general and KQ in particular are bad investments. Be smart. @sparkly.. U forgot to tell us that it also traded at KES 126.. To each his own, if airlines were bad investments, then planes wldnt be built, we wldnt have airports.. Seems simplistic, but it is altruist. It depends on the strategy of the airline, otherwise, people like Branson and Buffet wldnt own Virgin & Jetways  Kusoma ni bure. http://www.wsj.com/artic...a-rare-pinch-1420485740
NetJets Unrest Puts Warren Buffett in a Rare Pinch Pilots Protest Against Pay, Benefits at Berkshire Hathaway’s NetJets "In the case of NetJets, the pressure to complete the turnaround of a business Mr. Buffett once called his “number one worry” is now spilling into public view." "In the 16 years that Berkshire has owned NetJets, the jet operator has never paid its owner a dividend, and its net worth is considerably less than the $725 million Berkshire paid for it in 1998" This was from a 2015 article. WB would have been better off putting the money in the bank!"worsened amid extended contract negotiations with multiple unions representing pilots, flight attendants, mechanics and others. NetJets, based in Columbus, Ohio, has about 6,200 employees, a majority of whom belong to unions." "NetJets took a major hit during the financial crisis as wealthy clients cut back on private flying, surviving only because Berkshire guaranteed its $1.9 billion debt load." 1) NetJets isn't an 'airline' as much as Uber [which owns planes]. 2)NetJets is a pain for WB. Not one of his best performers. Too much drama. 3) No dividends. It has had negative cashflow in many years. 4) Despite all this is has a POSITIVE equity/capital whereas KQ has NEGATIVE capital. "Everyone but shareholders made money off KQ." True or False? I wish I could pull up the discussion where VVS swore that Buffet would never touch an airline stock. Well only fools dont change their mindsAmerican Airlines, Southwest, Delta, United Quote:Berkshire also reported a $9.3 billion airline stake, with investments topping $2.1 billion in each of American Airlines Group Inc (AAL.O), Delta Air Lines Inc (DAL.N), Southwest Airlines Co (LUV.N) and United Continental Holdings Inc (UAL.N). He also gets into technology APPLe- 57.4 million shares of Apple as of Dec. 31. At one time he wouldnt touch any of them apart from IBM ofcourse Again, only fools and dead men don't change their minds. Good morning! "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
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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Final restructuring almost complete...but it will be top heavy in terms of management...extra costs. possunt quia posse videntur
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Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi
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maka wrote:Final restructuring almost complete...but it will be top heavy in terms of management...extra costs. We are ready @maka
KQ ABP 4.26
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Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi
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murchr wrote:VituVingiSana wrote:obiero wrote:sparkly wrote:Afroblk wrote:One of the many counters worth dumping loads of cash...returns will be insane...how low do you think this will go? Probably not much lower than current rates. I only have one hope with KQ...direct flights to US. As long as those pigs in parliament can pass that bill and open the terminal, Kenya will be accorded the much awaited category 1 once the FAA conducts the inspection. Honestly I can't wait to get some returns and exit without looking back...I've been patient for a while and haven't sold even a single share...I'm even tired on buying...how much can one accumulate l0l I know CFC guys be like, here he goes again..l0l 15 years ago KQ used to trade at 5.50-7.00 range. Stock is now below that price not because of splits or bonuses, having done a rights issue! Learn from history. History says that airlines in general and KQ in particular are bad investments. Be smart. @sparkly.. U forgot to tell us that it also traded at KES 126.. To each his own, if airlines were bad investments, then planes wldnt be built, we wldnt have airports.. Seems simplistic, but it is altruist. It depends on the strategy of the airline, otherwise, people like Branson and Buffet wldnt own Virgin & Jetways Kusoma ni bure. http://www.wsj.com/artic...a-rare-pinch-1420485740
NetJets Unrest Puts Warren Buffett in a Rare Pinch Pilots Protest Against Pay, Benefits at Berkshire Hathaway’s NetJets "In the case of NetJets, the pressure to complete the turnaround of a business Mr. Buffett once called his “number one worry” is now spilling into public view." "In the 16 years that Berkshire has owned NetJets, the jet operator has never paid its owner a dividend, and its net worth is considerably less than the $725 million Berkshire paid for it in 1998" This was from a 2015 article. WB would have been better off putting the money in the bank!"worsened amid extended contract negotiations with multiple unions representing pilots, flight attendants, mechanics and others. NetJets, based in Columbus, Ohio, has about 6,200 employees, a majority of whom belong to unions." "NetJets took a major hit during the financial crisis as wealthy clients cut back on private flying, surviving only because Berkshire guaranteed its $1.9 billion debt load." 1) NetJets isn't an 'airline' as much as Uber [which owns planes]. 2)NetJets is a pain for WB. Not one of his best performers. Too much drama. 3) No dividends. It has had negative cashflow in many years. 4) Despite all this is has a POSITIVE equity/capital whereas KQ has NEGATIVE capital. "Everyone but shareholders made money off KQ." True or False? I wish I could pull up the discussion where VVS swore that Buffet would never touch an airline stock. Well only fools dont change their mindsAmerican Airlines, Southwest, Delta, United Quote:Berkshire also reported a $9.3 billion airline stake, with investments topping $2.1 billion in each of American Airlines Group Inc (AAL.O), Delta Air Lines Inc (DAL.N), Southwest Airlines Co (LUV.N) and United Continental Holdings Inc (UAL.N). He also gets into technology APPLe- 57.4 million shares of Apple as of Dec. 31. At one time he wouldnt touch any of them apart from IBM ofcourse Again, only fools and dead men don't change their minds. Good morning! Warren Buffett and Charlie Munger are brilliant chaps. I understand why they would buy Delta, SWA, AA or even United. So I looked at KQ again. No, KQ is no Delta. KQ could have been Delta but the "real owners" blew it. 8 March 2017. I speak in code. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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VituVingiSana wrote:murchr wrote:VituVingiSana wrote:obiero wrote:sparkly wrote:Afroblk wrote:One of the many counters worth dumping loads of cash...returns will be insane...how low do you think this will go? Probably not much lower than current rates. I only have one hope with KQ...direct flights to US. As long as those pigs in parliament can pass that bill and open the terminal, Kenya will be accorded the much awaited category 1 once the FAA conducts the inspection. Honestly I can't wait to get some returns and exit without looking back...I've been patient for a while and haven't sold even a single share...I'm even tired on buying...how much can one accumulate l0l I know CFC guys be like, here he goes again..l0l 15 years ago KQ used to trade at 5.50-7.00 range. Stock is now below that price not because of splits or bonuses, having done a rights issue! Learn from history. History says that airlines in general and KQ in particular are bad investments. Be smart. @sparkly.. U forgot to tell us that it also traded at KES 126.. To each his own, if airlines were bad investments, then planes wldnt be built, we wldnt have airports.. Seems simplistic, but it is altruist. It depends on the strategy of the airline, otherwise, people like Branson and Buffet wldnt own Virgin & Jetways Kusoma ni bure. http://www.wsj.com/artic...a-rare-pinch-1420485740
NetJets Unrest Puts Warren Buffett in a Rare Pinch Pilots Protest Against Pay, Benefits at Berkshire Hathaway’s NetJets "In the case of NetJets, the pressure to complete the turnaround of a business Mr. Buffett once called his “number one worry” is now spilling into public view." "In the 16 years that Berkshire has owned NetJets, the jet operator has never paid its owner a dividend, and its net worth is considerably less than the $725 million Berkshire paid for it in 1998" This was from a 2015 article. WB would have been better off putting the money in the bank!"worsened amid extended contract negotiations with multiple unions representing pilots, flight attendants, mechanics and others. NetJets, based in Columbus, Ohio, has about 6,200 employees, a majority of whom belong to unions." "NetJets took a major hit during the financial crisis as wealthy clients cut back on private flying, surviving only because Berkshire guaranteed its $1.9 billion debt load." 1) NetJets isn't an 'airline' as much as Uber [which owns planes]. 2)NetJets is a pain for WB. Not one of his best performers. Too much drama. 3) No dividends. It has had negative cashflow in many years. 4) Despite all this is has a POSITIVE equity/capital whereas KQ has NEGATIVE capital. "Everyone but shareholders made money off KQ." True or False? I wish I could pull up the discussion where VVS swore that Buffet would never touch an airline stock. Well only fools dont change their mindsAmerican Airlines, Southwest, Delta, United Quote:Berkshire also reported a $9.3 billion airline stake, with investments topping $2.1 billion in each of American Airlines Group Inc (AAL.O), Delta Air Lines Inc (DAL.N), Southwest Airlines Co (LUV.N) and United Continental Holdings Inc (UAL.N). He also gets into technology APPLe- 57.4 million shares of Apple as of Dec. 31. At one time he wouldnt touch any of them apart from IBM ofcourse Again, only fools and dead men don't change their minds. Good morning! Warren Buffett and Charlie Munger are brilliant chaps. I understand why they would buy Delta, SWA, AA or even United. So I looked at KQ again. No, KQ is no Delta. KQ could have been Delta but the "real owners" blew it. 8 March 2017. I speak in code. KQ is where AA was 3 years ago, they will pull through but the myth that Buffett would never touch airline stock is busted. I guess he threw away the 800 number. Only fools and dead men don't change their minds. To all holding KQ. All the best. "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
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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The share is down 1,250% since @Proverb posted first on this thread 6years ago. Life is short. Live passionately.
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Rank: Veteran Joined: 2/26/2015 Posts: 1,147
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sparkly wrote:The share is down 1,250% since @Proverb posted first on this thread 6years ago. Hello sparkly. If I may comment. Technically, on the ran way and just raised it's nose yesterday (15th feb). Only rear wheels on the ground... I hope what I saw yesterday was not a technical hitch.  . he he he. Not soliciting anyone to buy. just for educational purposes. best wishes. It's not over until I winskype id: karasinga. email: kkarasinga@gmail.com
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