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Kenya Airways...why ignore..
obiero
#481 Posted : Sunday, December 01, 2013 6:17:35 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,497
Location: nairobi
VituVingiSana wrote:
obiero wrote:
obiero wrote:
some people still ask why KQ is increasing its fleet size..
www.the-star.co.ke/news/...-fly-more-times-december

KQ new flights to Delhi provides more wood for the fire..
I saw plenty of increased flights to various detinations but I don't think I saw Delhi on that list!

The last paragraph on the second link. Its states Delhi.. Thats a major destination

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
VituVingiSana
#482 Posted : Sunday, December 01, 2013 6:34:33 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
obiero wrote:
some people still ask why KQ is increasing its fleet size..
www.the-star.co.ke/news/...-fly-more-times-december

KQ new flights to Delhi provides more wood for the fire..
I saw plenty of increased flights to various detinations but I don't think I saw Delhi on that list!

The last paragraph on the second link. Its states Delhi.. Thats a major destination
Delhi flights started in May 2012 or so I think. http://www.eturbonews.co...irect-flights-new-delhi So the BD quote "...Kenya Airways will fly four times a week to Delhi from Nairobi at 0220 hours local time, to arrive in Delhi at 1220 hours local time. The return flight will leave Delhi at 1405 hours local time to arrive in Nairobi at 1855 hours local time." may be about a change in the schedule NOT new or additional flights!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#483 Posted : Sunday, December 01, 2013 7:15:33 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,497
Location: nairobi
@vvs i imagined that there must be additional flights to Delhi. why retain same frequencies?
43 planes now at KQ enable it to definitely increase capacity on such a key trade route.. i surely hope they have added flights

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
VituVingiSana
#484 Posted : Sunday, December 01, 2013 9:17:19 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
obiero wrote:
@vvs i imagined that there must be additional flights to Delhi. why retain same frequencies?
43 planes now at KQ enable it to definitely increase capacity on such a key trade route.. i surely hope they have added flights
Anyway, that's my reading on it. It would be good to add 4 additional flights [2x current schedule] to Delhi but somehow I doubt that's the case.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#485 Posted : Sunday, December 01, 2013 10:04:29 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,497
Location: nairobi
for good digested data on KQ click here.. some of us may be busy commenting without basic facts

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
mchambuzi
#486 Posted : Sunday, December 01, 2013 11:34:49 PM
Rank: New-farer


Joined: 11/17/2013
Posts: 80
Location: Juja
I was looking at the financial statements of KQ, they indicated under market risks that a fall in price of oil by 1% would result in derivatives profit of 144Million. Crude oil has fallen from $113 per barrel to current $93 per barrel approx 17%, accommodate for margin of error and make it 10%. Their derivative contract lasts one year between March and March 2014 covering 80% and 36% until 2015. Iran is set to increase oil supply by 3milliion per barrel next yet no OPEC country yet wants to reduce oil supply. Oil demand is expected to slow down by 300k which means that crude is likely to continue with its current downtrend which equates to huge saving in operational costs.


On another thing, KQ is positioning itself for the growth of the middle class economy. They are now facilitating low costs travels with the Jumbo jet. More earnings and recovery for the company. Government also stepped in to facilitate debt financing smile Correct me if I am wrong.

This thing I predict will be driven by speculato demand to 25 then more
On a long enough timeline, the life expectancy of everyone drops to zero.
Cde Monomotapa
#487 Posted : Monday, December 02, 2013 7:29:26 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
mchambuzi wrote:
I was looking at the financial statements of KQ, they indicated under market risks that a fall in price of oil by 1% would result in derivatives profit of 144Million. Crude oil has fallen from $113 per barrel to current $93 per barrel approx 17%, accommodate for margin of error and make it 10%. Their derivative contract lasts one year between March and March 2014 covering 80% and 36% until 2015. Iran is set to increase oil supply by 3milliion per barrel next yet no OPEC country yet wants to reduce oil supply. Oil demand is expected to slow down by 300k which means that crude is likely to continue with its current downtrend which equates to huge saving in operational costs.


On another thing, KQ is positioning itself for the growth of the middle class economy. They are now facilitating low costs travels with the Jumbo jet. More earnings and recovery for the company. Government also stepped in to facilitate debt financing smile Correct me if I am wrong.

This thing I predict will be driven by speculato demand to 25 then more


Interesting view on the understanding of the derivative contracts. Believe it, many here are very green in that area smile Was there any indication of what price the hedge was pegged? We can track it.

Geo-political tensions forbearing, I agree with the oil trend projection too.

Cheers.
VituVingiSana
#488 Posted : Monday, December 02, 2013 8:37:33 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
@mchambuzi - Is the $113 & the $93 for the same contract? There is Murban, WTI, Brent, etc. Which does KQ use to hedge?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Magnate
#489 Posted : Monday, December 02, 2013 1:30:25 PM
Rank: Member


Joined: 11/1/2013
Posts: 257
my eyes and hands are on this counter @ 13.65
No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
obiero
#490 Posted : Monday, December 02, 2013 7:32:29 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,497
Location: nairobi
mchambuzi wrote:
I was looking at the financial statements of KQ, they indicated under market risks that a fall in price of oil by 1% would result in derivatives profit of 144Million. Crude oil has fallen from $113 per barrel to current $93 per barrel approx 17%, accommodate for margin of error and make it 10%. Their derivative contract lasts one year between March and March 2014 covering 80% and 36% until 2015. Iran is set to increase oil supply by 3milliion per barrel next yet no OPEC country yet wants to reduce oil supply. Oil demand is expected to slow down by 300k which means that crude is likely to continue with its current downtrend which equates to huge saving in operational costs.


On another thing, KQ is positioning itself for the growth of the middle class economy. They are now facilitating low costs travels with the Jumbo jet. More earnings and recovery for the company. Government also stepped in to facilitate debt financing smile Correct me if I am wrong.

This thing I predict will be driven by speculato demand to 25 then more

@mchambuzi hope u have bought and not simply advising from the sidelines.. lets make some money

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
obiero
#491 Posted : Monday, December 02, 2013 7:35:16 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,497
Location: nairobi
Magnate wrote:
my eyes and hands are on this counter @ 13.65

time and tide waits for no man

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
WaHande
#492 Posted : Tuesday, December 03, 2013 12:13:14 PM
Rank: Hello


Joined: 10/9/2013
Posts: 3
@14 and still going strong
obiero
#493 Posted : Tuesday, December 03, 2013 8:49:28 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,497
Location: nairobi
WaHande wrote:
@14 and still going strong

headed to KES 17.. thats the real barrier to use wazua language, resistance..

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
Pesa Nane
#494 Posted : Tuesday, December 03, 2013 11:04:51 PM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
obiero wrote:
WaHande wrote:
@14 and still going strong

headed to KES 17.. thats the real barrier to use wazua language, resistance..

Its that time of the year when cash is KING. Jumped out. Sad Will catch you again sooner. smile
Pesa Nane plans to be shilingi when he grows up.
obiero
#495 Posted : Tuesday, December 03, 2013 11:16:32 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,497
Location: nairobi
Pesa Nane wrote:
obiero wrote:
WaHande wrote:
@14 and still going strong

headed to KES 17.. thats the real barrier to use wazua language, resistance..

Its that time of the year when cash is KING. Jumped out. Sad Will catch you again sooner. smile

SMH.. You just sold because its December? If IFC/GoK did that too then where would we be? Anyway, I dont have immediate need for cash hence reason why I stick it out awaiting the sweet day when I shall get rich from KQ

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
Magnate
#496 Posted : Wednesday, December 04, 2013 10:45:29 AM
Rank: Member


Joined: 11/1/2013
Posts: 257
obiero wrote:
Pesa Nane wrote:
obiero wrote:
WaHande wrote:
@14 and still going strong

headed to KES 17.. thats the real barrier to use wazua language, resistance..

Its that time of the year when cash is KING. Jumped out. Sad Will catch you again sooner. smile

SMH.. You just sold because its December? If IFC/GoK did that too then where would we be? Anyway, I dont have immediate need for cash hence reason why I stick it out awaiting the sweet day when I shall get rich from KQ


thin supply is good news

No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
mkeiyd
#497 Posted : Wednesday, December 04, 2013 11:26:11 AM
Rank: Veteran


Joined: 3/26/2012
Posts: 1,182
Pesa Nane wrote:
obiero wrote:
WaHande wrote:
@14 and still going strong

headed to KES 17.. thats the real barrier to use wazua language, resistance..

Its that time of the year when cash is KING. Jumped out. Sad Will catch you again sooner. smile


King as in being spend? If so, how is that better than not selling at all?
Pesa Nane
#498 Posted : Wednesday, December 04, 2013 12:59:22 PM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
obiero wrote:
Pesa Nane wrote:
obiero wrote:
WaHande wrote:
@14 and still going strong

headed to KES 17.. thats the real barrier to use wazua language, resistance..

Its that time of the year when cash is KING. Jumped out. Sad Will catch you again sooner. smile

SMH.. You just sold because its December? If IFC/GoK did that too then where would we be? Anyway, I dont have immediate need for cash hence reason why I stick it out awaiting the sweet day when I shall get rich from KQ

mkeiyd wrote:
King as in being spend? If so, how is that better than not selling at all?

Hehehe, not really. I made away with a net +21% in the 7 months. I smell bargains as KQ negotiates with the Ksh 14 line in the sand. Read again the Bold Red above smile
Pesa Nane plans to be shilingi when he grows up.
kaka2za
#499 Posted : Wednesday, December 04, 2013 2:45:33 PM
Rank: Elder


Joined: 10/3/2008
Posts: 4,057
Location: Gwitu
I have also opted out.14 bob was a bit too tempting. May the bus move polepole until I get back in.
Truth forever on the scaffold
Wrong forever on the throne
(James Russell Rowell)
VituVingiSana
#500 Posted : Wednesday, December 04, 2013 3:31:11 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
http://www.theeastafrica...6/-/pg3is2/-/index.html

Things are rough!

Auditors have raised fresh doubts over the future of Tanzania’s largest commercial airline, Precision Air, given its surging losses and liabilities while the government dithers on approving a bailout plan.

An audit report paints a gloomy picture of the loss-making firm, saying its liabilities had exceeded its assets by Tsh83.14 billion ($53 million).

It has also for several years not remitted its statutory deductions and indirect taxes to the government amounting to Tsh19 billion ($12 million) as of March 2013, says the report prepared by the airline’s auditors, Ernst & Young, and tabled at the annual general meeting on November 20.

If PW goes down then KQ will have to take the loss or writedown in 2H 2013-14
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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