Wazua
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Kenya Airways...why ignore..
Rank: Member Joined: 12/21/2009 Posts: 602
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IMF investment arm wants a seat at the table. Expect pressures to completely privatize KQ to increase, if IMF has its way..
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Rank: Elder Joined: 6/23/2009 Posts: 13,775 Location: nairobi
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Profits (EBT) (KSh m) From 2003 to 2015 ascending: 547 2,075 5,520 6,960 5,975 6,526 −5,664 2,671 5,002 2,146 −10,826 −4,861 -29,710 Could KQ be delisted by the CMA for violating minimum acceptable profitablity trends?? They must turn a profit in 2015-2016 or hell will break loose
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Member Joined: 12/21/2009 Posts: 602
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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@Dahatre watch and listen ET's CEO on the implications of US Eximbank ceasing to finance aircraft This is just aircraft, sembuse Power Africa?? (twende Shina!). Also consider Airbus now. Yes. The aircraft have to be externally financed as we don't have capital markets deep enough here to acquire such equipment without straining the system..(I mean, credit financing Scom's IPO highlighted that well.) Consumer culture!
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Rank: Member Joined: 12/21/2009 Posts: 602
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@Cde..You might be right. That article sounded like a deflection from the fact that exim bank has been eliminated by USAian politicians, given that KQ has found a Chinese funder. This narrative of a failed third world airline and the IMF desire for a seat at KQ's table is beginning to sound like a plan to privatize KQ. We shall see... Cde Monomotapa wrote:@Dahatre watch and listen ET's CEO on the implications of US Eximbank ceasing to finance aircraft
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Rank: Chief Joined: 1/3/2007 Posts: 18,221 Location: Nairobi
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Dahatre wrote:@Cde..You might be right. That article sounded like a deflection from the fact that exim bank has been eliminated by USAian politicians, given that KQ has found a Chinese funder. This narrative of a failed third world airline and the IMF desire for a seat at KQ's table is beginning to sound like a plan to privatize KQ. We shall see... Cde Monomotapa wrote:@Dahatre watch and listen ET's CEO on the implications of US Eximbank ceasing to finance aircraft
Ahhh, when all else fails... blame the foreigners. Isn't KQ already a 'private' airline with 70% non-GoK ownership? If IFC hadn't come up with the cash, the Rights Issue (70% subscription) might not have succeeded. The Board & Management - with insignificant skin in the game - convinced IFC to invest in KQ. I wonder if anyone's head at IFC rolled for this. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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VituVingiSana wrote:Dahatre wrote:@Cde..You might be right. That article sounded like a deflection from the fact that exim bank has been eliminated by USAian politicians, given that KQ has found a Chinese funder. This narrative of a failed third world airline and the IMF desire for a seat at KQ's table is beginning to sound like a plan to privatize KQ. We shall see... Cde Monomotapa wrote:@Dahatre watch and listen ET's CEO on the implications of US Eximbank ceasing to finance aircraft
Ahhh, when all else fails... blame the foreigners. Isn't KQ already a 'private' airline with 70% non-GoK ownership? If IFC hadn't come up with the cash, the Rights Issue (70% subscription) might not have succeeded. The Board & Management - with insignificant skin in the game - convinced IFC to invest in KQ. I wonder if anyone's head at IFC rolled for this.  @vvs I will add that there has to be a distinction between PDP finance & working capital. @dahatre, media is media - masters of sensation & distortion.
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Rank: Elder Joined: 6/23/2009 Posts: 13,775 Location: nairobi
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I have booked a date with Seabury, McKinsey, the CEO and board of KQ on 25.09.15 where we shall discuss the turnaround plan. This will aid in solidifyin the H1 profit set to be announced on 12.11.2015 at the Intercon. If not invested in this stock, the time is now. Thank me later
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Vol spike in August was around 32M shares. It's September and today we have a vol spike of 16.3M shares intraday. It's getting interesting here. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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hisah wrote:Vol spike in August was around 32M shares. It's September and today we have a vol spike of 16.3M shares intraday.
It's getting interesting here. Pointing downwards or upwards? The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Veteran Joined: 6/23/2011 Posts: 1,740 Location: Nairobi
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Pointing upwards. With the losses they announced and the fact that they Government (read parliament) is not willing to give a bail out. In addition management who seem not to know what to do to turn around , I find the psychology of the purchases very strange unless some foreigner wants to take over, more so being helped by the weak shilling And to make matters worse http://www.businessdaily.../-/f5guotz/-/index.html
This guy makes me sick !
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Rank: Member Joined: 8/17/2007 Posts: 294
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Top Movers
Volume Mkt.Cap.
KQ 16.49M 8.83B
Who is that willing to buy 16m KQ at this point in time?
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Rank: Elder Joined: 12/25/2014 Posts: 2,301 Location: kenya
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instinct wrote:Top Movers
Volume Mkt.Cap.
KQ 16.49M 8.83B
Who is that willing to buy 16m KQ at this point in time? Someone has a tip about something ....
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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enyands wrote:instinct wrote:Top Movers
Volume Mkt.Cap.
KQ 16.49M 8.83B
Who is that willing to buy 16m KQ at this point in time? Someone has a tip about something .... What about the one selling? The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Member Joined: 8/17/2007 Posts: 294
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I guess everyone is willing to sell at the moment?
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Rank: Elder Joined: 6/23/2009 Posts: 13,775 Location: nairobi
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instinct wrote:I guess everyone is willing to sell at the moment? Read my comment early today on this thread. Its not someone selling, its someone buying.. The volume show that its many sellers, who do not know why they are selling. But the buyer is definitely one and he has the same info that I have already shared to wazua
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove
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streetwise wrote:Pointing upwards. With the losses they announced and the fact that they Government (read parliament) is not willing to give a bail out. In addition management who seem not to know what to do to turn around , I find the psychology of the purchases very strange unless some foreigner wants to take over, more so being helped by the weak shilling And to make matters worse http://www.businessdaily.../-/f5guotz/-/index.html
This guy makes me sick ! financial terrorism maybe
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Rank: Elder Joined: 6/23/2009 Posts: 13,775 Location: nairobi
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whiteowl wrote:streetwise wrote:Pointing upwards. With the losses they announced and the fact that they Government (read parliament) is not willing to give a bail out. In addition management who seem not to know what to do to turn around , I find the psychology of the purchases very strange unless some foreigner wants to take over, more so being helped by the weak shilling And to make matters worse http://www.businessdaily.../-/f5guotz/-/index.html
This guy makes me sick ! financial terrorism maybe Please expound.. Naikuni makes everyone sick. Heard him saying today that he much rather buy cows than KQ shares.. Is that leadership? Anyways, KQ is better off without him.
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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obiero wrote:whiteowl wrote:streetwise wrote:Pointing upwards. With the losses they announced and the fact that they Government (read parliament) is not willing to give a bail out. In addition management who seem not to know what to do to turn around , I find the psychology of the purchases very strange unless some foreigner wants to take over, more so being helped by the weak shilling And to make matters worse http://www.businessdaily.../-/f5guotz/-/index.html
This guy makes me sick ! financial terrorism maybe Please expound.. Naikuni makes everyone sick. Heard him saying today that he much rather buy cows than KQ shares.. Is that leadership? Anyways, KQ is better off without him.  Let's have our KK proponents @aguy & @vvs give us an objective weigh-in on the risk-tolerance of NSE CEOs.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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enyands wrote:instinct wrote:Top Movers
Volume Mkt.Cap.
KQ 16.49M 8.83B
Who is that willing to buy 16m KQ at this point in time? Someone has a tip about something .... Might be a connected local buying as a foreigner eg a Kenyan incorporates a company in Jersey then reinvests in Kenya as a foreign investor. It's called roundtripping and there are no regulations against it in Kenya. Life is short. Live passionately.
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Kenya Airways...why ignore..
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