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Kenya Airways...why ignore..
Rank: Elder Joined: 6/23/2009 Posts: 13,487 Location: nairobi
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Thiong'o wrote:These don't seem to be new issues, what this article highlights is what many commentators have recently been writing about. KQ addressing these issues and a bit of PR would be a step in right direction, remember customer's perception of a product definitely impact sales hence bottom line. @thiongo true.. the PR machinery at KQ has broken down. Allegations of corruption cannot be bandied about and the company remains quiet. The loud silence is questionable
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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Rank: Chief Joined: 1/3/2007 Posts: 18,078 Location: Nairobi
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obiero wrote:Thiong'o wrote:These don't seem to be new issues, what this article highlights is what many commentators have recently been writing about. KQ addressing these issues and a bit of PR would be a step in right direction, remember customer's perception of a product definitely impact sales hence bottom line. @thiongo true.. the PR machinery at KQ has broken down. Allegations of corruption cannot be bandied about and the company remains quiet. The loud silence is questionable Or true. Did you see any directors defending the CMC officials after the Jersey accounts came to light? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 12/1/2007 Posts: 539 Location: Nakuru
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maka wrote:http://www.businessdailyafrica.com/Corporate-News/KQ-now-seeks-rich-partner--ditches-Dreamliners/-/539550/2704922/-/mepsjx/-/index.html Just when I was about to test these murky waters... Does this mean a dilution of ordinary shares? For investors as a whole, returns decrease as motion increases ~ WB
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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winmak wrote:maka wrote:http://www.businessdailyafrica.com/Corporate-News/KQ-now-seeks-rich-partner--ditches-Dreamliners/-/539550/2704922/-/mepsjx/-/index.html Just when I was about to test these murky waters... Does this mean a dilution of ordinary shares? KLM Air France is not rich enough?? Life is short. Live passionately.
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Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove
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maka wrote:http://www.businessdailyafrica.com/Corporate-News/KQ-now-seeks-rich-partner--ditches-Dreamliners/-/539550/2704922/-/mepsjx/-/index.html This article makes KQ sound like a socialite.
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Rank: Elder Joined: 5/21/2013 Posts: 2,841 Location: Here
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Rank: Member Joined: 12/1/2007 Posts: 539 Location: Nakuru
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Socialite tena? For investors as a whole, returns decrease as motion increases ~ WB
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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6.70 trades! Pesa Nane plans to be shilingi when he grows up.
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Rank: Member Joined: 6/15/2013 Posts: 301
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Pesa Nane wrote:6.70 trades!  in the line up to join club mumias and homeafrika.....the strategy they are pursing to get a deep pocketed partner may be the best option for them to get them out of their troubles....
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Rank: Elder Joined: 11/27/2007 Posts: 3,604
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mulla wrote:Pesa Nane wrote:6.70 trades! in the line up to join club mumias and homeafrika.....the strategy they are pursing to get a deep pocketed partner may be the best option for them to get them out of their troubles.... In the line to become among the few counters where the share price equals the par value. By end month this may be a reality African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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As far as the speculative deal talks are concerned I'll recall a wise saying, "It's better to own 10% of an Elephant than a 100% of a Rat." ~tafakari Going by this un-mediarised version..
AWAS to acquire and then lease three 787-8 Dreamliners to Kenya AirwaysQuote: 30APR2015 AWAS announced today that it has agreed to a purchase and leaseback transaction for three 787-8 Dreamliners with the flag carrier of Kenya, Kenya Airways. These aircraft were originally ordered by the airline directly from the manufacturer and the first of the three aircraft has delivered today. http://www.aviator.aero/...&utm_medium=twitter
..the question on my mind is had KQ already borrowed to buy the jets? If so, then this purchase & leaseback is a major relief when KQ offsets the debt. Looking back, it's now good to have fluid fundamentals - literally! The KQ Team can then focus with being customer centric. Deliver the experience of the 'youngest fleet in Africa"! --- To AWAS I'd say, "Good on ya mate! Cheers.."
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Rank: Elder Joined: 6/23/2009 Posts: 13,487 Location: nairobi
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ngunze has his heart and mind in the correct place.. im still buying, for the boomerang
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 7/2/2014 Posts: 123
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mulla wrote:Pesa Nane wrote:6.70 trades! in the line up to join club mumias and homeafrika.....the strategy they are pursing to get a deep pocketed partner may be the best option for them to get them out of their troubles.... sad if hafr and kq were to meet...one on its way up the other on its way down. ,
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Project mawingu cancelled. I was one of those that said it wasn't feasible. If a non expert in the airline industry, non accountant like me can see a fault in a companys strategy that a whole board goes ahead and persues, kq was in very bad hands. And don't think that much has changed. which right minded investor would pour 18 billion to a financially mismanaged loss making firm? Unless its the chinco gov. or an airline buying out most of Gov's stake. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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Aguytrying wrote:Project mawingu cancelled.
I was one of those that said it wasn't feasible. If a non expert in the airline industry, non accountant like me can see a fault in a companys strategy that a whole board goes ahead and persues, kq was in very bad hands. And don't think that much has changed.
which right minded investor would pour 18 billion to a financially mismanaged loss making firm? Unless its the chinco gov. or an airline buying out most of Gov's stake.
That was the only way out for them... possunt quia posse videntur
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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maka wrote:Aguytrying wrote:Project mawingu cancelled.
I was one of those that said it wasn't feasible. If a non expert in the airline industry, non accountant like me can see a fault in a companys strategy that a whole board goes ahead and persues, kq was in very bad hands. And don't think that much has changed.
which right minded investor would pour 18 billion to a financially mismanaged loss making firm? Unless its the chinco gov. or an airline buying out most of Gov's stake.
That was the only way out for them... Focusing on actionables, KQ doesn't need a equity partner to raise 18B. The going rate for a new 787 is USD180-200M. Now, KQ has 5 of it's older fleet up for sale. Reportedly a 767 and 4 777-200s. The issue is how soon they can be sold.
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Rank: Elder Joined: 5/27/2008 Posts: 3,760
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maka wrote:Aguytrying wrote:Project mawingu cancelled.
I was one of those that said it wasn't feasible. If a non expert in the airline industry, non accountant like me can see a fault in a companys strategy that a whole board goes ahead and persues, kq was in very bad hands. And don't think that much has changed.
which right minded investor would pour 18 billion to a financially mismanaged loss making firm? Unless its the chinco gov. or an airline buying out most of Gov's stake.
That was the only way out for them... Cancelled is incorrect. Halted is more appropriate. Cancelled means the return of all equipment, which isn't the case. I don't think mawingu was a bad strategy, it got delayed by nearly 4 years. Had it run on time, it would probably be a different story today.
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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Gordon Gekko wrote:maka wrote:Aguytrying wrote:Project mawingu cancelled.
I was one of those that said it wasn't feasible. If a non expert in the airline industry, non accountant like me can see a fault in a companys strategy that a whole board goes ahead and persues, kq was in very bad hands. And don't think that much has changed.
which right minded investor would pour 18 billion to a financially mismanaged loss making firm? Unless its the chinco gov. or an airline buying out most of Gov's stake.
That was the only way out for them... Cancelled is incorrect. Halted is more appropriate. Cancelled means the return of all equipment, which isn't the case. I don't think mawingu was a bad strategy, it got delayed by nearly 4 years. Had it run on time, it would probably be a different story today. Somebody on this thread,cant rem who said we look at KQ after 2018...maybe,just maybe....If I close my eyes and buy 250,000 shares today will I be smiling in 2018? possunt quia posse videntur
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Rank: New-farer Joined: 3/1/2014 Posts: 82
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Cde Monomotapa wrote:maka wrote:Aguytrying wrote:Project mawingu cancelled.
I was one of those that said it wasn't feasible. If a non expert in the airline industry, non accountant like me can see a fault in a companys strategy that a whole board goes ahead and persues, kq was in very bad hands. And don't think that much has changed.
which right minded investor would pour 18 billion to a financially mismanaged loss making firm? Unless its the chinco gov. or an airline buying out most of Gov's stake.
That was the only way out for them... Focusing on actionables, KQ doesn't need a equity partner to raise 18B. The going rate for a new 787 is USD180-200M. Now, KQ has 5 of it's older fleet up for sale. Reportedly a 767 and 4 777-200s. The issue is how soon they can be sold. Will help clear debt, but would result to more losses “The beauty of success is that it doesn’t matter how many times you have failed, you only have to be right once and then everyone can tell you how lucky you are.” - Mark Cuban
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