KQ in 2010-11 (Boom, Bust or Blah) - Page 46 - Stocks - Wazua

Welcome Guest

Wazua » Investor » Stocks » KQ in 2010-11 (Boom, Bust or Blah)

KQ in 2010-11 (Boom, Bust or Blah)

Options

Previous Topic · Next Topic

PKoli		#451 Posted : Saturday, November 06, 2010 4:55:34 PM
Rank: Elder Joined: 2/10/2007 Posts: 1,587		the deal wrote: PKoli wrote: the deal wrote: [quote Impressive results indeed...the shares should rally...i expect an EPS of 3.5 if my calculations save me right... EPS is 3.11 i'm a genious. That was very close. Expecting FY EPS 6.5 we should see KQ soaring to 65 bob. People should be seating on potential 50% upsurge I think FY EPS of 6.5 is too conservative...i think they will do more than that cos historically KQ always performs better in the 2nd half remember holiday season is in the 2nd half...tickets are always at a premium...management is also very bullish about the 2H...a bonus is those toxic hedges have expired...hence they expect to save on their fuel costs...i expect a FY EPS of 7.5-8.5...that gives an upside of 60-100% on the current price at a conservative forward PE of 10...the risks being the strike, high oil prices...[/quote] Then we could easily expect 100% upsurge. This tempts me to have 40% of my portfolio in KQ. I will then distribute the rest to KCB, CFC, CIC, MSC and KPLC.
Back to top		\|
User Profile

moneydust		#452 Posted : Saturday, November 06, 2010 5:16:30 PM
Rank: Member Joined: 1/31/2007 Posts: 304		The hedges r goin to do them in once again..watch out..
Back to top		\|
User Profile

the deal		#453 Posted : Saturday, November 06, 2010 5:35:02 PM
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery		moneydust wrote: The hedges r goin to do them in once again..watch out.. The hedges have expired...overall KQ vowed not to hedge 100% of their fuel again...check reuters...or refer to my earlier posts...but you can always stay out if dont believe wat the KQ bosses said.
Back to top		\|
User Profile

VituVingiSana		#454 Posted : Sunday, November 07, 2010 5:52:48 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi		The hedges have NOT expired... The hedges remain in place but there was a 'provision/charge' against profits as shown in 'Other Comprehensive Income/Loss'... If the Oil Prices remain where they are, KQ will have a good 2H (from current indications) but the hedges will eat into the cash as they need to be paid off... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\|
User Profile

VituVingiSana		#455 Posted : Sunday, November 14, 2010 11:54:13 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi		http://www.businessdaily.../-/bxdurfz/-/index.html KQ workers told to can it... for now... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\|
User Profile

Aguytrying		#456 Posted : Monday, November 15, 2010 8:06:49 AM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		I hope that this makes the union give up. Kq cant afford to increase wages again, it'll hurt the margins again. The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top		\|
User Profile

Aguytrying		#457 Posted : Tuesday, November 16, 2010 6:51:18 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		KQ. Is trading huge volumes of late. Today 1.7m traded, is the share looking for direction, if institutions are indeed leaving, wonder why they would do so after such good results and future prospects ie fy 2010-11. The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top		\|
User Profile

mwanahisa		#458 Posted : Tuesday, November 16, 2010 7:27:20 PM
Rank: Elder Joined: 6/2/2008 Posts: 1,438		Aguytrying wrote: KQ. Is trading huge volumes of late. Today 1.7m traded, is the share looking for direction, if institutions are indeed leaving, wonder why they would do so after such good results and future prospects ie fy 2010-11. What drives you to the conclusion that institutions are leaving? Do you have any data for this? As far as I could tell today it was one group of Foreigners selling to another. And as always, if there is a buyer, you should also ask the question - what is it they are seeing that the sellers are not? Having said that, it is not unusual for a share to dip only for it to move up later. The problem with most of us investors is that we are too concerned with day-to-day movements. BTW, on Nov 16 2009, KQ was trading at Kshs 27.75.
Back to top		\|
User Profile

Aguytrying		#459 Posted : Tuesday, November 16, 2010 10:23:29 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		@mwanahisa. i dont have any evidence its institutions, the large volumes made me think so. Your intel is better. That year on year share price. Very interesting. And i hope history repeats itself-if you know what i mean. The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top		\|
User Profile

VituVingiSana		#460 Posted : Wednesday, November 17, 2010 12:01:08 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,361 Location: Nairobi		Folks... Don't worry AS LONG AS KQ PERFORMS... IMHO, they are doing OK... Flights are running with moderate-high PLFs... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\|
User Profile

66 Pages«<4445464748>»

Wazua » Investor » Stocks » KQ in 2010-11 (Boom, Bust or Blah)

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.

Watch this topic
Print this topic

Normal
Threaded