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Kenya Airways...why ignore..
Rank: Chief Joined: 1/3/2007 Posts: 18,331 Location: Nairobi
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obiero wrote:Ningekutusi if you weren't twice my age. When I sold half my KQ holding, I declared it right here at KES 5.50. I still hold KQ, and I am waiting for the post results disappointment to load up massively at KES 3.80. Fair value remains KES 7.52 True... I am crying waiting for my BAT dividend!  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,184 Location: nairobi
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VituVingiSana wrote:obiero wrote:Ningekutusi if you weren't twice my age. When I sold half my KQ holding, I declared it right here at KES 5.50. I still hold KQ, and I am waiting for the post results disappointment to load up massively at KES 3.80. Fair value remains KES 7.52 True... I am crying waiting for my BAT dividend! Remember me boss
KQ ABP 4.26
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Rank: Elder Joined: 7/22/2009 Posts: 7,802
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Rank: Elder Joined: 7/22/2009 Posts: 7,802
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obiero wrote:MaichBlack wrote:Impunity wrote:obiero wrote:obiero wrote:obiero wrote: Cons to consider in KQ shares 1. No dividend up to 2030 and beyond. Earliest possibly 2032 2. Capitalization is not assured. GoK can fail to secure the funding based on the KQ books, which are not desirable in current state. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest 3. If strategic investment is not secured. Nationalization will be the only other real possibility and the same will lead a share suspension, followed by delisting, with a payout sum to be solely determined by GoK 4. Fly Ethiopia are doing major things at Bole. Times have changed for the Pride of Africa 5. Boeing being the preferred fleet type for KQ, is facing acute supply challenges, with new delivery backlog stretching to 2033. It means the existing fleet will continue to age, and MRO shall be costly 6. Upcoming results announcement in 2 months time shall be a significant loss, which will cause a pull back on the price High stakes at play. At KES 7.00 ONO, I should offload half of my holdings at 64% ROI At KES 5.50 I am now offloading partially. My anticipation is that we should see a tumble of about KES 2.50 by end of next month, at which point, I will reload How many KQ do u own? You used to keep the data on your footer. Kiliumana data ika disappear pap!!! Hehe. The data is still there Number of shares... Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 6/23/2009 Posts: 14,184 Location: nairobi
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MaichBlack wrote:obiero wrote:MaichBlack wrote:Impunity wrote:obiero wrote:obiero wrote:obiero wrote:Cons to consider in KQ shares 1. No dividend up to 2030 and beyond. Earliest possibly 2032 2. Capitalization is not assured. GoK can fail to secure the funding based on the KQ books, which are not desirable in current state. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest 3. If strategic investment is not secured. Nationalization will be the only other real possibility and the same will lead a share suspension, followed by delisting, with a payout sum to be solely determined by GoK 4. Fly Ethiopia are doing major things at Bole. Times have changed for the Pride of Africa 5. Boeing being the preferred fleet type for KQ, is facing acute supply challenges, with new delivery backlog stretching to 2033. It means the existing fleet will continue to age, and MRO shall be costly 6. Upcoming results announcement in 2 months time shall be a significant loss, which will cause a pull back on the price High stakes at play. At KES 7.00 ONO, I should offload half of my holdings at 64% ROI At KES 5.50 I am now offloading partially. My anticipation is that we should see a tumble of about KES 2.50 by end of next month, at which point, I will reload How many KQ do u own? You used to keep the data on your footer. Kiliumana data ika disappear pap!!! Hehe. The data is still there Number of shares... Numerous
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,184 Location: nairobi
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Be Christlike. Obiero will never leave you, nor forsake you Cons on KQ shares 1. No dividend up to 2030 and beyond. Earliest possibly 2032 2. Capitalization is not assured. GoK can fail to secure the funding based on the KQ books, which are not desirable in current state. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest 3. If strategic investment is not secured. Nationalization will be the only other real possibility and the same will lead a share suspension, followed by delisting, with a payout sum to be solely determined by GoK 4. Fly Ethiopia are doing major things at Bole. Times have changed for the Pride of Africa 5. Boeing being the preferred fleet type for KQ, is facing acute supply challenges, with new delivery backlog stretching to 2033. It means the existing fleet will continue to age, and MRO shall be costly 6. Upcoming results announcement by 18.03.2026 shall be a significant loss, which will cause a pull back on the price to possibly KES 3.80 level 7. A1 fuel spike is incoming, thus assured reduction in operating margins Pros on KQ 1. The KQ results, especially at operating loss level as at H1 were not pleasant, but heavy lifting has happened in H2 to stop the bleeding. Now only 1 large bird, the 787 remains out of service. In Jun 2026, the 777 returns from Turkish, and is already being prepped and thereafter recoated with KQ livery 2. It is unlikely, near-impossible for KQ to turn a full year profit in 2025. At very best, expect a KES 12B loss for FY 2025 3. With confirmed stoppage of the Open Offer for minority shareholders, the USD 500,000,000 capital injection is the only critical play left on the KQ share. 4. If you are unable to hold mid-term, say two to three years, you should have sold yesterday or nearest date to yesterday 5. In case you are liquid and able to go long haul, proceed to add new stock/average down at any price below KES 8.68, noting that the KQ share may give you more returns than you ever dreamed about. 6. Watch and learn
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,184 Location: nairobi
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I can attempt to understand Kiprono as immediate replacement to Michael Joseph, but David Ndii? Really? Also, when were they cleared by the shareholders via an AGM/EGM
KQ ABP 4.26
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Rank: Member Joined: 9/14/2011 Posts: 869 Location: nairobi
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obiero wrote:I can attempt to understand Kiprono as immediate replacement to Michael Joseph, but David Ndii? Really? Also, when were they cleared by the shareholders via an AGM/EGM Ndii can put his theories to practice and KQ will rise 
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Rank: Veteran Joined: 4/4/2016 Posts: 2,015 Location: Kitale
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obiero wrote:Be Christlike. Obiero will never leave you, nor forsake you
Cons on KQ shares
1. No dividend up to 2030 and beyond. Earliest possibly 2032
2. Capitalization is not assured. GoK can fail to secure the funding based on the KQ books, which are not desirable in current state. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest
3. If strategic investment is not secured. Nationalization will be the only other real possibility and the same will lead a share suspension, followed by delisting, with a payout sum to be solely determined by GoK
4. Fly Ethiopia are doing major things at Bole. Times have changed for the Pride of Africa
5. Boeing being the preferred fleet type for KQ, is facing acute supply challenges, with new delivery backlog stretching to 2033. It means the existing fleet will continue to age, and MRO shall be costly
6. Upcoming results announcement by 18.03.2026 shall be a significant loss, which will cause a pull back on the price to possibly KES 3.80 level
7. A1 fuel spike is incoming, thus assured reduction in operating margins
Pros on KQ
1. The KQ results, especially at operating loss level as at H1 were not pleasant, but heavy lifting has happened in H2 to stop the bleeding. Now only 1 large bird, the 787 remains out of service. In Jun 2026, the 777 returns from Turkish, and is already being prepped and thereafter recoated with KQ livery
2. It is unlikely, near-impossible for KQ to turn a full year profit in 2025. At very best, expect a KES 12B loss for FY 2025
3. With confirmed stoppage of the Open Offer for minority shareholders, the USD 500,000,000 capital injection is the only critical play left on the KQ share.
4. If you are unable to hold mid-term, say two to three years, you should have sold yesterday or nearest date to yesterday
5. In case you are liquid and able to go long haul, proceed to add new stock/average down at any price below KES 8.68, noting that the KQ share may give you more returns than you ever dreamed about.
6. Watch and learn Dividend is possible before 2030.Ruto is working hard to put things in perspective. Towards the goal of financial freedom
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Rank: Elder Joined: 6/23/2009 Posts: 14,184 Location: nairobi
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Ebenyo wrote:obiero wrote:Be Christlike. Obiero will never leave you, nor forsake you
Cons on KQ shares
1. No dividend up to 2030 and beyond. Earliest possibly 2032
2. Capitalization is not assured. GoK can fail to secure the funding based on the KQ books, which are not desirable in current state. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest
3. If strategic investment is not secured. Nationalization will be the only other real possibility and the same will lead a share suspension, followed by delisting, with a payout sum to be solely determined by GoK
4. Fly Ethiopia are doing major things at Bole. Times have changed for the Pride of Africa
5. Boeing being the preferred fleet type for KQ, is facing acute supply challenges, with new delivery backlog stretching to 2033. It means the existing fleet will continue to age, and MRO shall be costly
6. Upcoming results announcement by 18.03.2026 shall be a significant loss, which will cause a pull back on the price to possibly KES 3.80 level
7. A1 fuel spike is incoming, thus assured reduction in operating margins
Pros on KQ
1. The KQ results, especially at operating loss level as at H1 were not pleasant, but heavy lifting has happened in H2 to stop the bleeding. Now only 1 large bird, the 787 remains out of service. In Jun 2026, the 777 returns from Turkish, and is already being prepped and thereafter recoated with KQ livery
2. It is unlikely, near-impossible for KQ to turn a full year profit in 2025. At very best, expect a KES 12B loss for FY 2025
3. With confirmed stoppage of the Open Offer for minority shareholders, the USD 500,000,000 capital injection is the only critical play left on the KQ share.
4. If you are unable to hold mid-term, say two to three years, you should have sold yesterday or nearest date to yesterday
5. In case you are liquid and able to go long haul, proceed to add new stock/average down at any price below KES 8.68, noting that the KQ share may give you more returns than you ever dreamed about.
6. Watch and learn Dividend is possible before 2030.Ruto is working hard to put things in perspective. With a thin fleet and negative equity?
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,184 Location: nairobi
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heri wrote:obiero wrote:I can attempt to understand Kiprono as immediate replacement to Michael Joseph, but David Ndii? Really? Also, when were they cleared by the shareholders via an AGM/EGM Ndii can put his theories to practice and KQ will rise How is Ndii better than Michael Joseph in any capacity, businesswise. He adds limited value, almost a liability
KQ ABP 4.26
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