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Kenya Airways...why ignore..
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obiero
#811 Posted : Tuesday, June 24, 2014 11:22:42 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,318
Location: nairobi
anyone who is yet to buy has only early tomorrow to get in.. take off has come
COOP, IMH, KEGN, KQ, MTNU
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maka
#812 Posted : Wednesday, June 25, 2014 2:06:31 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Omena wrote:
Akenyan2014 wrote:
Change sweetens the improved results expected tomorrow. Good that mbuvi is also a director at Jambojet and will balance the two quite well. I am not too optimistic but I tend to think the loss will be reduced significantly or even better a small profit posted. Turnaround is imminent if not a must.

Plus:
Terminal 4 is in the final test stages and KQ is set to benefit big time in terms of efficiency in operations.

Like @VVS, I don't fancy airlines. But then again I cannot fail to spot those that have opportunities for growth! See u after take off..


I do not see things as rosey as you do. The fundamentals do not add up.

Cash strapped and over leveraged, in a heavily capitalised industry with razor sharp margins, where competition is cut throat and government supported. Add to it a new 'rookie' captain.

Mmhh d'oh!

You should admire the optimism exuded by @Obiero and Akenyan2014...H2 was tad bit tricky,passenger numbers have not been the best...anyway kesho ni siku...

possunt quia posse videntur
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Gordon Gekko
#813 Posted : Wednesday, June 25, 2014 6:22:49 AM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
obiero wrote:
anyone who is yet to buy has only early tomorrow to get in.. take off has come

We have attained VR speed? Hope so.
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Mainat
#814 Posted : Wednesday, June 25, 2014 6:31:53 AM
Rank: Veteran

Joined: 11/21/2006
Posts: 1,590
If the Board was serious, they'd have gone for a professional outsider rather than somebody Titus is obviously comfortable with.

I would like to see Jambonet become a serious player in the continent i.e. cheap no frills flight carrier...

Also, some thinking around how they can do cargo within the continent rather than to Europe...
Sehemu ndio nyumba
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Dahatre
#815 Posted : Wednesday, June 25, 2014 9:50:23 AM
Rank: Member

Joined: 12/21/2009
Posts: 602
Naikuni's legacy:

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kollabo
#816 Posted : Wednesday, June 25, 2014 10:57:56 AM
Rank: Veteran

Joined: 2/3/2012
Posts: 1,317
Dahatre wrote:
Naikuni's legacy:




Why didn't they fire this guy? Ama its politics?
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Kausha
#817 Posted : Wednesday, June 25, 2014 11:10:59 AM
Rank: Member

Joined: 2/8/2007
Posts: 808
May be shareholders ought to start by changing the board and then hire management with airline experience and I mean experience in global carriers. BA, EK, quantas, virgin or Cathay. To me make Tito the chair.
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Akenyan2014
#818 Posted : Wednesday, June 25, 2014 11:27:51 AM
Rank: Member

Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
@Kausha, Do u think those global carriers are all making profits?
As for shareholders' input, seems minority shareholders are just at the mercy of gaahment and klm.
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mlennyma
#819 Posted : Wednesday, June 25, 2014 11:48:57 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
The holding thread is the gvt and i dont think it can break
"Don't let the fear of losing be greater than the excitement of winning."
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Omena
#820 Posted : Wednesday, June 25, 2014 11:49:55 AM
Rank: New-farer

Joined: 4/12/2014
Posts: 36
Akenyan2014 wrote:
@Kausha, Do u think those global carriers are all making profits?
As for shareholders' input, seems minority shareholders are just at the mercy of gaahment and klm.


KLM is half investor half competitor - so must be watched
The Govt cannot enforce/mandate KQ travel -yet is biggest potential client.
Leaving ceo has a legacy to protect so will sugar coat everything to look o.k.
New ceo needs time for his balls to mature to make the needed industry disruptive decisions required now.

The overall investment strategy here is hope.... for divine intervention.
 It’s what you learn after you think you know it all that counts.
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