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Kenya Airways...why ignore..
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obiero
#8941 Posted : Thursday, November 16, 2017 6:59:51 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Ngunze we appreciate your time and smart work in restoring the Pride of Africa http://www.businessdaily...88712-7vnex5z/index.html

KQ ABP 4.26
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VituVingiSana
#8942 Posted : Thursday, November 16, 2017 8:44:33 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
lochaz-index wrote:
obiero wrote:
lochaz-index wrote:
obiero wrote:
lochaz-index wrote:
ZILLION wrote:
Kenya Airways Plc (Suspension from Trading): Please note that trading in Kenya Airways Plc (KQ) has been suspended from trading between November 15, 2017 and November 28, 2017 to enable the company undertake a share split and simultaneous consolidation of Kenya Airways Plc shares which forms part of the company's consolidation process. The suspension in trading was approved by CMA on November 14, 2017.


Why the very discreet and sudden announcement? I believe this was not mentioned anywhere in the prior KQ on-goings? I don't understand the logic behind the suspension altogether, book closure would have sufficient.

It is noted that a cautionary announcement had been in effect for over 3 months.. The suspension should come as no surprise.. Major company announcements were due in the coming weeks hence fair value pricing would be near impossible

Why suspend trading when the very task of the market is to price in all developments - good and ugly alike- till fair value or a semblance of fair value is achieved?

@lochazindex just because the share is suspended does not mean that it is not being repriced by investors.. The day it shall reappear on the stock ticker, KQ will emerge with a price that could possibly not be below KES 8.52

Repricing by investors is done through trading - bids and asks- in the market...suspension (at a moments notice) denies them that opportunity to realize profits or losses as they so wish. Investors are now reduced to self deluding appraisals with no arbiter. Suspension in this case looks like a smoke and mirrors game.

Why would you require an arbiter for such a clear cut transaction. It defeats me that fully grown people can't figure out the pricing on KQ shares

Then why do you need a stock exchange if you know what the KQ shares are worth?
Why pump up KQ when you should quietly set up a "Share Buying Thrift" and buy out the airline? I know a bank whose CEO would happily sell you the shares it owns via KQ Lenders Co. In fact, if you can offer the banks what they are paying for the shares, they will happily sell you 38% of KQ.

Warren Buffett (BH) doesn't shout from the rooftops what he is buying but quietly acquires what he can. It's only when the SEC requires him to disclose his purchases (& sales) does he do so.

Dear old man. I thought wazua exists to aid each other to make some money. It's not my style to enjoy a rally on my own . Now, of course the stock exchange is needed but the suspension is most welcome to lock in the value and ensure upthrust upon resumption.. Watch and learn

I have been doing just that since 2012!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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obiero
#8943 Posted : Thursday, November 16, 2017 9:33:49 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
lochaz-index wrote:
obiero wrote:
lochaz-index wrote:
obiero wrote:
lochaz-index wrote:
ZILLION wrote:
Kenya Airways Plc (Suspension from Trading): Please note that trading in Kenya Airways Plc (KQ) has been suspended from trading between November 15, 2017 and November 28, 2017 to enable the company undertake a share split and simultaneous consolidation of Kenya Airways Plc shares which forms part of the company's consolidation process. The suspension in trading was approved by CMA on November 14, 2017.


Why the very discreet and sudden announcement? I believe this was not mentioned anywhere in the prior KQ on-goings? I don't understand the logic behind the suspension altogether, book closure would have sufficient.

It is noted that a cautionary announcement had been in effect for over 3 months.. The suspension should come as no surprise.. Major company announcements were due in the coming weeks hence fair value pricing would be near impossible

Why suspend trading when the very task of the market is to price in all developments - good and ugly alike- till fair value or a semblance of fair value is achieved?

@lochazindex just because the share is suspended does not mean that it is not being repriced by investors.. The day it shall reappear on the stock ticker, KQ will emerge with a price that could possibly not be below KES 8.52

Repricing by investors is done through trading - bids and asks- in the market...suspension (at a moments notice) denies them that opportunity to realize profits or losses as they so wish. Investors are now reduced to self deluding appraisals with no arbiter. Suspension in this case looks like a smoke and mirrors game.

Why would you require an arbiter for such a clear cut transaction. It defeats me that fully grown people can't figure out the pricing on KQ shares

Then why do you need a stock exchange if you know what the KQ shares are worth?
Why pump up KQ when you should quietly set up a "Share Buying Thrift" and buy out the airline? I know a bank whose CEO would happily sell you the shares it owns via KQ Lenders Co. In fact, if you can offer the banks what they are paying for the shares, they will happily sell you 38% of KQ.

Warren Buffett (BH) doesn't shout from the rooftops what he is buying but quietly acquires what he can. It's only when the SEC requires him to disclose his purchases (& sales) does he do so.

Dear old man. I thought wazua exists to aid each other to make some money. It's not my style to enjoy a rally on my own . Now, of course the stock exchange is needed but the suspension is most welcome to lock in the value and ensure upthrust upon resumption.. Watch and learn

I have been doing just that since 2012!

I agree. But your investment style and choices are overly cautios.. Steady return without much wealth multiplication

KQ ABP 4.26
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maka
#8944 Posted : Thursday, November 16, 2017 9:43:57 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
But there is a second lesson in Graham’s approach. The only thing
you can be confident of while forecasting future stock returns is that
you will probably turn out to be wrong. The only indisputable truth that
the past teaches us is that the future will always surprise us—always!
And the corollary to that law of financial history is that the markets will
most brutally surprise the very people who are most certain that their
views about the future are right. Staying humble about your forecast-
ing powers, as Graham did, will keep you from risking too much on a
view of the future that may well turn out to be wrong.
possunt quia posse videntur
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iris
#8945 Posted : Thursday, November 16, 2017 11:21:56 AM
Rank: Member

Joined: 9/11/2014
Posts: 228
Location: Nairobi
maka wrote:
But there is a second lesson in Graham’s approach. The only thing
you can be confident of while forecasting future stock returns is that
you will probably turn out to be wrong. The only indisputable truth that
the past teaches us is that the future will always surprise us—always!
And the corollary to that law of financial history is that the markets will
most brutally surprise the very people who are most certain that their
views about the future are right. Staying humble about your forecast-
ing powers, as Graham did, will keep you from risking too much on a
view of the future that may well turn out to be wrong.


Applause Applause Applause
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obiero
#8946 Posted : Thursday, November 16, 2017 11:39:46 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
iris wrote:
maka wrote:
But there is a second lesson in Graham’s approach. The only thing
you can be confident of while forecasting future stock returns is that
you will probably turn out to be wrong. The only indisputable truth that
the past teaches us is that the future will always surprise us—always!
And the corollary to that law of financial history is that the markets will
most brutally surprise the very people who are most certain that their
views about the future are right. Staying humble about your forecast-
ing powers, as Graham did, will keep you from risking too much on a
view of the future that may well turn out to be wrong.


Applause Applause Applause

This is an old man's guide to investment. The young should be bold and brave. Hii pesa hatuendi nayo binguni au jehanam. Risk it all so long as you don't expose your daily income.. Put family first

KQ ABP 4.26
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Pesa Nane
#8947 Posted : Thursday, November 16, 2017 12:09:03 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Pesa Nane plans to be shilingi when he grows up.
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VituVingiSana
#8948 Posted : Thursday, November 16, 2017 12:16:42 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
lochaz-index wrote:
obiero wrote:
lochaz-index wrote:
obiero wrote:
lochaz-index wrote:
ZILLION wrote:
Kenya Airways Plc (Suspension from Trading): Please note that trading in Kenya Airways Plc (KQ) has been suspended from trading between November 15, 2017 and November 28, 2017 to enable the company undertake a share split and simultaneous consolidation of Kenya Airways Plc shares which forms part of the company's consolidation process. The suspension in trading was approved by CMA on November 14, 2017.


Why the very discreet and sudden announcement? I believe this was not mentioned anywhere in the prior KQ on-goings? I don't understand the logic behind the suspension altogether, book closure would have sufficient.

It is noted that a cautionary announcement had been in effect for over 3 months.. The suspension should come as no surprise.. Major company announcements were due in the coming weeks hence fair value pricing would be near impossible

Why suspend trading when the very task of the market is to price in all developments - good and ugly alike- till fair value or a semblance of fair value is achieved?

@lochazindex just because the share is suspended does not mean that it is not being repriced by investors.. The day it shall reappear on the stock ticker, KQ will emerge with a price that could possibly not be below KES 8.52

Repricing by investors is done through trading - bids and asks- in the market...suspension (at a moments notice) denies them that opportunity to realize profits or losses as they so wish. Investors are now reduced to self deluding appraisals with no arbiter. Suspension in this case looks like a smoke and mirrors game.

Why would you require an arbiter for such a clear cut transaction. It defeats me that fully grown people can't figure out the pricing on KQ shares

Then why do you need a stock exchange if you know what the KQ shares are worth?
Why pump up KQ when you should quietly set up a "Share Buying Thrift" and buy out the airline? I know a bank whose CEO would happily sell you the shares it owns via KQ Lenders Co. In fact, if you can offer the banks what they are paying for the shares, they will happily sell you 38% of KQ.

Warren Buffett (BH) doesn't shout from the rooftops what he is buying but quietly acquires what he can. It's only when the SEC requires him to disclose his purchases (& sales) does he do so.

Dear old man. I thought wazua exists to aid each other to make some money. It's not my style to enjoy a rally on my own . Now, of course the stock exchange is needed but the suspension is most welcome to lock in the value and ensure upthrust upon resumption.. Watch and learn

I have been doing just that since 2012!

I agree. But your investment style and choices are overly cautios.. Steady return without much wealth multiplication

Warren Buffett talks of the "Power of Compounding" ...
KQ isn't run by its owners like Facebook or Microsoft or Apple. [Well, back in the day Microsoft was run by Gates & Allen and then Ballmer who were part of the original team. Apple saw Jobs in and then out and back in as a hands-on owner.]

Owners can get ambitious [Paunrana of ARM] but they lose more than a salary earning manager. Look at Equity under JM. No quarter given in his fight vs KQ.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#8949 Posted : Thursday, November 16, 2017 12:20:50 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Pesa Nane wrote:

What was the conversion price?
What was the loan owed to the banks?
I see Equity managed to get the GoK guarantee increased to $225mn i.e. an additional $50mn above the new loans banks are supposed to make.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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obiero
#8950 Posted : Thursday, November 16, 2017 12:31:31 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Pesa Nane wrote:

Excellent
They

KQ ABP 4.26
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