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Kenya Airways...why ignore..
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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@obiero accumulate there is mini-bloodbath in this counter. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Chief Joined: 1/3/2007 Posts: 18,298 Location: Nairobi
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Rank: New-farer Joined: 11/9/2015 Posts: 18
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UberAir service? Their pricing offers no competitive advantage that comes with Uber. Trying to come home for the weekend. EBB/NBO. Departure Saturday/Return Sunday. KQ- 547usd. RwadAir- 274usd. Sax-239usd (late Friday flight and return Sunday). And I checked these prices like half an hour ago.
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Rank: Chief Joined: 1/3/2007 Posts: 18,298 Location: Nairobi
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Shiwashei wrote:UberAir service? Their pricing offers no competitive advantage that comes with Uber. Trying to come home for the weekend. EBB/NBO. Departure Saturday/Return Sunday. KQ- 547usd. RwadAir- 274usd. Sax-239usd (late Friday flight and return Sunday). And I checked these prices like half an hour ago. It's been 2 years since I used KQ to EBB or KGL after I found RwandaAir provides direct NBO-EBB service. Cheaper. And the stewardesses provide some visual gratification too. #TeamMafisi Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: New-farer Joined: 5/22/2014 Posts: 78
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VituVingiSana wrote:Shiwashei wrote:
UberAir service? Their pricing offers no competitive advantage that comes with Uber.
Trying to come home for the weekend. EBB/NBO. Departure Saturday/Return Sunday. KQ- 547usd. RwadAir- 274usd. Sax-239usd (late Friday flight and return Sunday). And I checked these prices like half an hour ago.
It's been 2 years since I used KQ to EBB or KGL after I found RwandaAir provides direct NBO-EBB service. Cheaper. And the stewardesses provide some visual gratification too. #TeamMafisi 
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Rank: Chief Joined: 1/3/2007 Posts: 18,298 Location: Nairobi
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KQ’s bankers ease loan terms as carrier eyes Sh60bn bailout http://www.businessdaily...8/-/xqcpgh/-/index.html
Good news for KQ but which banks have lent to KQ? That's $250,000,000 in NPLs. Some loans will be restructured but there's a price to pay in lost cashflow (repayments), opportunity cost and potential write-offs. Have the loans to KQ been classified as NPLs? Have they been provided for? When will they be taken into the P&L? Or is the can being kicked down the road 2-5 years from now? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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mugo2of3 wrote:VituVingiSana wrote:[quote=Shiwashei]
UberAir service? Their pricing offers no competitive advantage that comes with Uber.
Trying to come home for the weekend. EBB/NBO. Departure Saturday/Return Sunday. KQ- 547usd. RwadAir- 274usd. Sax-239usd (late Friday flight and return Sunday). And I checked these prices like half an hour ago. It's been 2 years since I used KQ to EBB or KGL after I found RwandaAir provides direct NBO-EBB service. Cheaper. And the stewardesses provide some visual gratification too. #TeamMafisi [/quote) I reserved KQ flight return, Entebbe-Nrb. Got offer of USD 425. Following day when I wanted to pay was told system ticketing issue, price i USD 540. I cancelled my trip. RWADAIR cost was USD 275. Only problem was time of flights. I don't see how KQ will remain competetive
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Rank: New-farer Joined: 5/20/2010 Posts: 69
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VituVingiSana wrote:KQ’s bankers ease loan terms as carrier eyes Sh60bn bailout http://www.businessdaily...8/-/xqcpgh/-/index.html
Good news for KQ but which banks have lent to KQ? That's $250,000,000 in NPLs. Some loans will be restructured but there's a price to pay in lost cashflow (repayments), opportunity cost and potential write-offs. Have the loans to KQ been classified as NPLs? Have they been provided for? When will they be taken into the P&L? Or is the can being kicked down the road 2-5 years from now? Well now, a little bit of PR here and there wont hurt anybody "If everything holds constant, I would like to see a break-even point within the next one to two years." How KQ captain plans to navigate raging financing storm
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Rank: Elder Joined: 6/23/2009 Posts: 14,071 Location: nairobi
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sl8r wrote:VituVingiSana wrote:KQ’s bankers ease loan terms as carrier eyes Sh60bn bailout http://www.businessdaily...8/-/xqcpgh/-/index.html
Good news for KQ but which banks have lent to KQ? That's $250,000,000 in NPLs. Some loans will be restructured but there's a price to pay in lost cashflow (repayments), opportunity cost and potential write-offs. Have the loans to KQ been classified as NPLs? Have they been provided for? When will they be taken into the P&L? Or is the can being kicked down the road 2-5 years from now? Well now, a little bit of PR here and there wont hurt anybody "If everything holds constant, I would like to see a break-even point within the next one to two years." How KQ captain plans to navigate raging financing storm Write off for a national carrier?? GoK is bankrupt?? Some people.. ION, told u KQ will be back in black sooner than most imagine. Just waiting for one more signal to buy 65,000 shares in a single trade on 02.04.16. Insha'Allah
KQ ABP 4.26
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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obiero wrote:sl8r wrote:VituVingiSana wrote:KQ’s bankers ease loan terms as carrier eyes Sh60bn bailout http://www.businessdaily...8/-/xqcpgh/-/index.html
Good news for KQ but which banks have lent to KQ? That's $250,000,000 in NPLs. Some loans will be restructured but there's a price to pay in lost cashflow (repayments), opportunity cost and potential write-offs. Have the loans to KQ been classified as NPLs? Have they been provided for? When will they be taken into the P&L? Or is the can being kicked down the road 2-5 years from now? Well now, a little bit of PR here and there wont hurt anybody "If everything holds constant, I would like to see a break-even point within the next one to two years." How KQ captain plans to navigate raging financing storm Write off for a national carrier?? GoK is bankrupt?? Some people.. ION, told u KQ will be back in black sooner than most imagine. Just waiting for one more signal to buy 65,000 shares in a single trade on 02.04.16. Insha'Allah Please tell me I am also speculating on this wounded brute! John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 6/23/2009 Posts: 14,071 Location: nairobi
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Spikes wrote:obiero wrote:sl8r wrote:VituVingiSana wrote:KQ’s bankers ease loan terms as carrier eyes Sh60bn bailout http://www.businessdaily...8/-/xqcpgh/-/index.html
Good news for KQ but which banks have lent to KQ? That's $250,000,000 in NPLs. Some loans will be restructured but there's a price to pay in lost cashflow (repayments), opportunity cost and potential write-offs. Have the loans to KQ been classified as NPLs? Have they been provided for? When will they be taken into the P&L? Or is the can being kicked down the road 2-5 years from now? Well now, a little bit of PR here and there wont hurt anybody "If everything holds constant, I would like to see a break-even point within the next one to two years." How KQ captain plans to navigate raging financing storm Write off for a national carrier?? GoK is bankrupt?? Some people.. ION, told u KQ will be back in black sooner than most imagine. Just waiting for one more signal to buy 65,000 shares in a single trade on 02.04.16. Insha'Allah Please tell me I am also speculating on this wounded brute! I smell success.. Sweet success
KQ ABP 4.26
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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obiero wrote:a 22 year low of KES 4.30 printed today Is that a 22 year LOW or an all-time LOW? Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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Impunity wrote:obiero wrote:a 22 year low of KES 4.30 printed today Is that a 22 year LOW or an all-time LOW? It is yet to smash a low record of 4.10 kes printed less than six months ago. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:Spikes wrote:obiero wrote:sl8r wrote:VituVingiSana wrote:KQ’s bankers ease loan terms as carrier eyes Sh60bn bailout http://www.businessdaily...8/-/xqcpgh/-/index.html
Good news for KQ but which banks have lent to KQ? That's $250,000,000 in NPLs. Some loans will be restructured but there's a price to pay in lost cashflow (repayments), opportunity cost and potential write-offs. Have the loans to KQ been classified as NPLs? Have they been provided for? When will they be taken into the P&L? Or is the can being kicked down the road 2-5 years from now? Well now, a little bit of PR here and there wont hurt anybody "If everything holds constant, I would like to see a break-even point within the next one to two years." How KQ captain plans to navigate raging financing storm Write off for a national carrier?? GoK is bankrupt?? Some people.. ION, told u KQ will be back in black sooner than most imagine. Just waiting for one more signal to buy 65,000 shares in a single trade on 02.04.16. Insha'Allah Please tell me I am also speculating on this wounded brute! I smell success.. Sweet success No comment. continue smelling... Life is short. Live passionately.
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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Spikes wrote:Impunity wrote:obiero wrote:a 22 year low of KES 4.30 printed today Is that a 22 year LOW or an all-time LOW? It is yet to smash a low record of 4.10 kes printed less than six months ago. Hiyo ilinipita. Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Elder Joined: 6/23/2009 Posts: 14,071 Location: nairobi
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Impunity wrote:Spikes wrote:Impunity wrote:obiero wrote:a 22 year low of KES 4.30 printed today Is that a 22 year LOW or an all-time LOW? It is yet to smash a low record of 4.10 kes printed less than six months ago. Hiyo ilinipita. @impunity unadanganywa na unakubali haraka haraka! KQ has never traded at KES 4.10 in its entire history. Its listing price was Ksh11.25 in 1996 whereby 110,000 new investors bought in.. KQ's shares then went down to KSh 6 in 1997 and were stuck there for a long spell until 2002-2005s when the share rose to a high of KES 126.. KES 4.30 is its lowest price ever. My people, we are at the bottom of the barrel
KQ ABP 4.26
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Rank: Chief Joined: 1/3/2007 Posts: 18,298 Location: Nairobi
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I agree with @Obiero ... KQ will be a star! Forget that the NAV is only NEGATIVE KES 33bn. Not relevant. KQ isn't bankrupt just underwater. Forget that KQ has likely sold 2 planes at less than BV & might take another write-down. Not relevant. Book losses. Forget that KQ owes Kenyan banks $250,000,000. Small potatoes. KQ can just sell one 787 and repay the loans. Forget that KQ owes KES 157bn to creditors. Small potatoes. Who wouldn't buy another Eurobond to support KQ? Forget that KQ's staff always threatening to go on strike or on a slow down. They can be fired. Forget that KQ has some 'untouchable' staff/pilots. They can be assigned lighter duties at the same salary. Forget that KQ needs 1-2 years to turn the corner. The corner is not a coroner. Forget that KQ has 'expensive' fuel hedges through Sep 2016. They just seem expensive because oil is at $33. Buy KQ shares. Fly KQ. *The above information is for entertainment purposes only. Don't be stupid.* Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,071 Location: nairobi
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VituVingiSana wrote:I agree with @Obiero ... KQ will be a star!
Forget that the NAV is only NEGATIVE KES 33bn. Not relevant. KQ isn't bankrupt just underwater.
Forget that KQ has likely sold 2 planes at less than BV & might take another write-down. Not relevant. Book losses.
Forget that KQ owes Kenyan banks $250,000,000. Small potatoes. KQ can just sell one 787 and repay the loans.
Forget that KQ owes KES 157bn to creditors. Small potatoes. Who wouldn't buy another Eurobond to support KQ?
Forget that KQ's staff always threatening to go on strike or on a slow down. They can be fired.
Forget that KQ has some 'untouchable' staff/pilots. They can be assigned lighter duties at the same salary.
Forget that KQ needs 1-2 years to turn the corner. The corner is not a coroner.
Forget that KQ has 'expensive' fuel hedges through Sep 2016. They just seem expensive because oil is at $33.
Buy KQ shares. Fly KQ.
*The above information is for entertainment purposes only. Don't be stupid.* Hehe. Im entertained. Thanks.. The negative equity some people keep pointing out shall be sorted in one touch by GoK. Im not proud that serikal had to come rescue KQ, but beggars arent choosers. More will become clear in next few weeks for the general public.. My final decision date remains 02.04.16.. Meanwhile I have attained an average buy price of sub 80 :)
KQ ABP 4.26
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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obiero wrote:Impunity wrote:Spikes wrote:Impunity wrote:obiero wrote:a 22 year low of KES 4.30 printed today Is that a 22 year LOW or an all-time LOW? It is yet to smash a low record of 4.10 kes printed less than six months ago. Hiyo ilinipita. @impunity unadanganywa na unakubali haraka haraka! KQ has never traded at KES 4.10 in its entire history. Its listing price was Ksh11.25 in 1996 whereby 110,000 new investors bought in.. KQ's shares then went down to KSh 6 in 1997 and were stuck there for a long spell until 2002-2005s when the share rose to a high of KES 126.. KES 4.30 is its lowest price ever. My people, we are at the bottom of the barrel It is actually kes 4.05 . The lowest record in KQ history. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 6/23/2009 Posts: 14,071 Location: nairobi
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Spikes wrote:obiero wrote:Impunity wrote:Spikes wrote:Impunity wrote:obiero wrote:a 22 year low of KES 4.30 printed today Is that a 22 year LOW or an all-time LOW? It is yet to smash a low record of 4.10 kes printed less than six months ago. Hiyo ilinipita. @impunity unadanganywa na unakubali haraka haraka! KQ has never traded at KES 4.10 in its entire history. Its listing price was Ksh11.25 in 1996 whereby 110,000 new investors bought in.. KQ's shares then went down to KSh 6 in 1997 and were stuck there for a long spell until 2002-2005s when the share rose to a high of KES 126.. KES 4.30 is its lowest price ever. My people, we are at the bottom of the barrel It is actually kes 4.05 . The lowest record in KQ history. Oh. NSE must have failed to update their data.. Please give the year and month
KQ ABP 4.26
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