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KQ all the way to the World Cup!
VituVingiSana
#11 Posted : Tuesday, March 16, 2010 1:20:32 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,354
Location: Nairobi
I forgot to mention, the BA strike will benefit KQ as higher paying customers shift to KQ from London to Nairobi.

Also many business class customers will move to KQ from BA for the period before & during the strike...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#12 Posted : Tuesday, March 16, 2010 1:20:53 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,354
Location: Nairobi
I forgot to mention, the BA strike will benefit KQ as higher paying customers shift to KQ from London to Nairobi.

Also many business class customers will move to KQ from BA for the period before & during the strike...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
selah
#13 Posted : Tuesday, March 16, 2010 1:55:38 PM
Rank: Elder

Joined: 10/13/2009
Posts: 1,950
Location: in kenya
Airlines are capital intensive businesses that are very hard to plan long term due to volatility of the industry .
Today you might be a leader tomorrow you are filing for bankrupcy just like the Japan airline.

But given that Kq has been able to wade this waters successfully I think this stock has a bright future.

'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
guru267
#14 Posted : Tuesday, March 16, 2010 2:05:27 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS you might be right about the EPS are they still hedging because my major worry is a rise in fuel prices as a result of global recovery??
Mark 12:29
Deuteronomy 4:16
mlefu
#15 Posted : Tuesday, March 16, 2010 3:11:43 PM
Rank: Elder

Joined: 2/11/2007
Posts: 1,680
Location: nairobi
there was a day i laughed at someone thinking he was mislead in to buying at 28..for one good reason i was broke. he watched it dip further and further and finally cld not handle the stress anymore and he left to Tanzania...am wondering...do they have internet there coz at 60!!!! he must be packing his bags..he had sold a parcel at Ruaka for 5M and all went to KQ..I WONT CRY.


PIERCE..PESA YAKO NATAYARISHA.
VituVingiSana
#16 Posted : Wednesday, March 17, 2010 12:21:31 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,354
Location: Nairobi
guru267 wrote:
@VVS you might be right about the EPS are they still hedging because my major worry is a rise in fuel prices as a result of global recovery??

Depends on the new hedges they have since the 30 Sep 2009...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mv_ufanisi
#17 Posted : Wednesday, March 17, 2010 10:02:26 AM
Rank: Member

Joined: 1/15/2010
Posts: 625
Somebody is buying big into this company. Just saw a single trade of 700k shares. Given an average of 2 million shares traded for the last few trading days it seems someone is just buying and buying. It's 50% foreigner. I wonder if there is a major play going on for this stock.
Gatheuzi
#18 Posted : Wednesday, March 17, 2010 10:21:29 AM
Rank: Veteran

Joined: 8/16/2009
Posts: 994
Let us wait and see the results around May. Looks like holding helped a great deal for those who did not sell.
Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
2012
#19 Posted : Wednesday, March 17, 2010 11:14:29 AM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
sparkly wrote:
@mv-ufanisi please explain why you think KQ will benefit overly from the world cup.


KQ will benefit somewhat from the World Cup but the one counter that will benefit immensely form the tournament is scangroup. They're managing the media spend for the WC title sponsor Coke not only for EA but a huge region. We're talking serious figures! So there's a tip, get yourself some scangroup.

BBI will solve it
:)
Pierce
#20 Posted : Wednesday, March 17, 2010 12:02:16 PM
Rank: Veteran

Joined: 3/16/2009
Posts: 1,464
2012 wrote:
sparkly wrote:
@mv-ufanisi please explain why you think KQ will benefit overly from the world cup.


KQ will benefit somewhat from the World Cup but the one counter that will benefit immensely form the tournament is scangroup. They're managing the media spend for the WC title sponsor Coke not only for EA but a huge region. We're talking serious figures! So there's a tip, get yourself some scangroup.


@2012,do you think the monies to be made/benefits to accrue to ScanGroup are already factored in the current price of Kshs28?

Also how big a region are we looking at here?
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