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Kenya Airways...why ignore..
VituVingiSana
#941 Posted : Tuesday, October 07, 2014 12:42:42 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
obiero wrote:
murchr wrote:
hisah wrote:
Does KQ still hold the oil hedge contracts? If so, with brent sliding towards sub $90 won't KQ take a hit in H1 results? If this oil slide keeps up till Q1 2015 when KQ fiscal yr ends, that will crimp the full yr results plus the tourism slump.


What about the strong $$ vs KES?

the share is taking an unecessary beating.. anyone who has not yet bought into the dream should not wait any longer. its time to buy
Waiting until 2015
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
kimanijohnson
#942 Posted : Tuesday, October 07, 2014 12:43:48 PM
Rank: New-farer


Joined: 9/21/2014
Posts: 12
Location: nairobi
Average down and wait for any poss
ible rally if you dont care what a day may bring forth:
Akenyan2014
#943 Posted : Tuesday, October 07, 2014 1:05:12 PM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
kimanijohnson wrote:
Average down and wait for any poss
ible rally if you dont care what a day may bring forth:


I think the best time should be from Feb/15 before the next FY results, but who knows what the Christmas rally holds with the mgt change and current promising tourism optimism. Challenge: Heavy capital expenses cannot do justice to HY.
Gordon Gekko
#944 Posted : Tuesday, October 07, 2014 2:16:22 PM
Rank: Elder


Joined: 5/27/2008
Posts: 3,760
UK has used us (@obiero and I)for the trip to Amsterdam. If all his team flew business, that's good change in the bank........
Rahatupu
#945 Posted : Tuesday, October 07, 2014 2:29:08 PM
Rank: Veteran


Joined: 12/4/2009
Posts: 1,982
Location: matano manne
Akenyan2014 wrote:
kimanijohnson wrote:
Average down and wait for any poss
ible rally if you dont care what a day may bring forth:


I think the best time should be from Feb/15 before the next FY results, but who knows what the Christmas rally holds with the mgt change and current promising tourism optimism. Challenge: Heavy capital expenses cannot do justice to HY.



Really?? This year will record one of the worst tourist numbers in arrivals as well as bed occupancy ever if not the worst. I've never understood why Kq has never taken cargo as a serious revenue stream.
mlennyma
#946 Posted : Tuesday, October 07, 2014 2:45:49 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,182
Location: nairobi
Falling to new levels looming,when do I bite some??
"Don't let the fear of losing be greater than the excitement of winning."
Akenyan2014
#947 Posted : Wednesday, October 08, 2014 2:12:39 AM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
Rahatupu wrote:
Akenyan2014 wrote:
kimanijohnson wrote:
Average down and wait for any poss
ible rally if you dont care what a day may bring forth:


I think the best time should be from Feb/15 before the next FY results, but who knows what the Christmas rally holds with the mgt change and current promising tourism optimism. Challenge: Heavy capital expenses cannot do justice to HY.



Really?? This year will record one of the worst tourist numbers in arrivals as well as bed occupancy ever if not the worst. I've never understood why Kq has never taken cargo as a serious revenue stream.


@Raha, sure. You should be the one telling us about Diani Beach, Kenya having been named Africa’s Leading Beach Destination at the World Travel Awards 2014. You must be aware the UK's revised travel advisory for Kenya
I am not talking of what has already happened (poor numbers) but the +ve outlook. Definitely there will be a rebound in tourism-related sectors.
VituVingiSana
#948 Posted : Wednesday, October 08, 2014 2:48:53 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
KQ, KQ, KQ - Another item to be included as an expense?

http://www.nation.co.ke/...6/-/itu1n5z/-/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mozenrat
#949 Posted : Wednesday, October 08, 2014 9:10:02 AM
Rank: Veteran


Joined: 5/18/2008
Posts: 796
Is this the estate at Utawala?
Gordon Gekko
#950 Posted : Wednesday, October 08, 2014 9:14:11 AM
Rank: Elder


Joined: 5/27/2008
Posts: 3,760
mozenrat wrote:
Is this the estate at Utawala?

These are where the old East African Airways flats are, sort of like infills between the original shopping centre and NAS houses.
Rahatupu
#951 Posted : Wednesday, October 08, 2014 9:32:29 AM
Rank: Veteran


Joined: 12/4/2009
Posts: 1,982
Location: matano manne
Akenyan2014 wrote:
Rahatupu wrote:
Akenyan2014 wrote:
kimanijohnson wrote:
Average down and wait for any poss
ible rally if you dont care what a day may bring forth:


I think the best time should be from Feb/15 before the next FY results, but who knows what the Christmas rally holds with the mgt change and current promising tourism optimism. Challenge: Heavy capital expenses cannot do justice to HY.



Really?? This year will record one of the worst tourist numbers in arrivals as well as bed occupancy ever if not the worst. I've never understood why Kq has never taken cargo as a serious revenue stream.


@Raha, sure. You should be the one telling us about Diani Beach, Kenya having been named Africa’s Leading Beach Destination at the World Travel Awards 2014. You must be aware the UK's revised travel advisory for Kenya
I am not talking of what has already happened (poor numbers) but the +ve outlook. Definitely there will be a rebound in tourism-related sectors.
.

@Akenyan, the tourism high season spans July-March, so far going into next year there is little hope for a significant difference in bookings and bed occupancy across the board. Its unlikely (I maybe wrong) that Kq will make significant announcement in the next 2 quarters. Going into next year, I agree with you this may change for the better especially with their improved capacity and new routes.
Akenyan2014
#952 Posted : Wednesday, October 08, 2014 10:59:54 AM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
Rahatupu wrote:
Akenyan2014 wrote:
Rahatupu wrote:
Akenyan2014 wrote:
kimanijohnson wrote:
Average down and wait for any poss
ible rally if you dont care what a day may bring forth:


I think the best time should be from Feb/15 before the next FY results, but who knows what the Christmas rally holds with the mgt change and current promising tourism optimism. Challenge: Heavy capital expenses cannot do justice to HY.



Really?? This year will record one of the worst tourist numbers in arrivals as well as bed occupancy ever if not the worst. I've never understood why Kq has never taken cargo as a serious revenue stream.


@Raha, sure. You should be the one telling us about Diani Beach, Kenya having been named Africa’s Leading Beach Destination at the World Travel Awards 2014. You must be aware the UK's revised travel advisory for Kenya
I am not talking of what has already happened (poor numbers) but the +ve outlook. Definitely there will be a rebound in tourism-related sectors.
.

@Akenyan, the tourism high season spans July-March, so far going into next year there is little hope for a significant difference in bookings and bed occupancy across the board. Its unlikely (I maybe wrong) that Kq will make significant announcement in the next 2 quarters. Going into next year, I agree with you this may change for the better especially with their improved capacity and new routes.


The final bow out: exited 100%, wake me up at the next planting season.
obiero
#953 Posted : Wednesday, October 08, 2014 7:02:35 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,495
Location: nairobi
Akenyan2014 wrote:
Rahatupu wrote:
Akenyan2014 wrote:
Rahatupu wrote:
Akenyan2014 wrote:
kimanijohnson wrote:
Average down and wait for any poss
ible rally if you dont care what a day may bring forth:


I think the best time should be from Feb/15 before the next FY results, but who knows what the Christmas rally holds with the mgt change and current promising tourism optimism. Challenge: Heavy capital expenses cannot do justice to HY.



Really?? This year will record one of the worst tourist numbers in arrivals as well as bed occupancy ever if not the worst. I've never understood why Kq has never taken cargo as a serious revenue stream.


@Raha, sure. You should be the one telling us about Diani Beach, Kenya having been named Africa’s Leading Beach Destination at the World Travel Awards 2014. You must be aware the UK's revised travel advisory for Kenya
I am not talking of what has already happened (poor numbers) but the +ve outlook. Definitely there will be a rebound in tourism-related sectors.
.

@Akenyan, the tourism high season spans July-March, so far going into next year there is little hope for a significant difference in bookings and bed occupancy across the board. Its unlikely (I maybe wrong) that Kq will make significant announcement in the next 2 quarters. Going into next year, I agree with you this may change for the better especially with their improved capacity and new routes.


The final bow out: exited 100%, wake me up at the next planting season.

u have bowed out while the share is at the absolute bottom?? Wish u well. Mimi bado niko kwa cockpit

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
kimanijohnson
#954 Posted : Wednesday, October 08, 2014 7:44:09 PM
Rank: New-farer


Joined: 9/21/2014
Posts: 12
Location: nairobi
You exit when things are just about to take a U-turn:#a rolling stone gathers no moss!
Akenyan2014
#955 Posted : Thursday, October 09, 2014 9:43:48 AM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
obiero wrote:
Akenyan2014 wrote:
Rahatupu wrote:
Akenyan2014 wrote:
Rahatupu wrote:
Akenyan2014 wrote:
kimanijohnson wrote:
Average down and wait for any poss
ible rally if you dont care what a day may bring forth:


I think the best time should be from Feb/15 before the next FY results, but who knows what the Christmas rally holds with the mgt change and current promising tourism optimism. Challenge: Heavy capital expenses cannot do justice to HY.



Really?? This year will record one of the worst tourist numbers in arrivals as well as bed occupancy ever if not the worst. I've never understood why Kq has never taken cargo as a serious revenue stream.


@Raha, sure. You should be the one telling us about Diani Beach, Kenya having been named Africa’s Leading Beach Destination at the World Travel Awards 2014. You must be aware the UK's revised travel advisory for Kenya
I am not talking of what has already happened (poor numbers) but the +ve outlook. Definitely there will be a rebound in tourism-related sectors.
.

@Akenyan, the tourism high season spans July-March, so far going into next year there is little hope for a significant difference in bookings and bed occupancy across the board. Its unlikely (I maybe wrong) that Kq will make significant announcement in the next 2 quarters. Going into next year, I agree with you this may change for the better especially with their improved capacity and new routes.


The final bow out: exited 100%, wake me up at the next planting season.

u have bowed out while the share is at the absolute bottom?? Wish u well. Mimi bado niko kwa cockpit


Have you noticed the demand at 8.5? I have every reason to believe it will be filled. I will place an order later this year at 7.9, if it flies I got CIC.
obiero
#956 Posted : Sunday, October 12, 2014 8:30:21 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,495
Location: nairobi
Akenyan2014 wrote:
obiero wrote:
Akenyan2014 wrote:
Rahatupu wrote:
Akenyan2014 wrote:
Rahatupu wrote:
Akenyan2014 wrote:
kimanijohnson wrote:
Average down and wait for any poss
ible rally if you dont care what a day may bring forth:


I think the best time should be from Feb/15 before the next FY results, but who knows what the Christmas rally holds with the mgt change and current promising tourism optimism. Challenge: Heavy capital expenses cannot do justice to HY.



Really?? This year will record one of the worst tourist numbers in arrivals as well as bed occupancy ever if not the worst. I've never understood why Kq has never taken cargo as a serious revenue stream.


@Raha, sure. You should be the one telling us about Diani Beach, Kenya having been named Africa’s Leading Beach Destination at the World Travel Awards 2014. You must be aware the UK's revised travel advisory for Kenya
I am not talking of what has already happened (poor numbers) but the +ve outlook. Definitely there will be a rebound in tourism-related sectors.
.

@Akenyan, the tourism high season spans July-March, so far going into next year there is little hope for a significant difference in bookings and bed occupancy across the board. Its unlikely (I maybe wrong) that Kq will make significant announcement in the next 2 quarters. Going into next year, I agree with you this may change for the better especially with their improved capacity and new routes.


The final bow out: exited 100%, wake me up at the next planting season.

u have bowed out while the share is at the absolute bottom?? Wish u well. Mimi bado niko kwa cockpit


Have you noticed the demand at 8.5? I have every reason to believe it will be filled. I will place an order later this year at 7.9, if it flies I got CIC.

That demand is driven by positioning for the half year results set to be announced mid next month

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
Ash Ock
#957 Posted : Sunday, October 12, 2014 12:31:11 PM
Rank: Member


Joined: 8/27/2010
Posts: 495
Location: Nairobi
An interesting thread on Airliners.net:

Rumor: Kenya Airways Looking To Get Rid Of B77W
Sent from my Black Nokia 3310
omboksure
#958 Posted : Sunday, October 12, 2014 1:39:22 PM
Rank: Hello


Joined: 10/12/2014
Posts: 1
THE RALLY THS WEEK AHEAD OF HY RESULTS
VituVingiSana
#959 Posted : Sunday, October 12, 2014 7:13:15 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
Ash Ock wrote:
An interesting thread on Airliners.net:

Rumor: Kenya Airways Looking To Get Rid Of B77W
This could lead to large losses on an ongoing basis for a few years. I doubt the re-leases to other airlines will cover what KQ pays the lessors (GECAS) or Boeing/Lenders.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#960 Posted : Sunday, October 12, 2014 8:43:01 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,495
Location: nairobi
Wait.. Could it really true that Eka Hotel is owned significantly by Naikuni and that he sometimes 'participates' in delay of international flights so as to direct affected travellers to the accomodation

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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