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Kenya Airways...why ignore..
Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Spikes wrote:Impunity wrote:Greenfields Terminal= Dead on Arrival. Fuel hedges still actively operational munching & straining KQ revenues. Negative equity territory is the order of the day. Damn 4 way cost collars. Definitely a SELL!!! http://www.standardmedia...-fuel-costs-and-savings
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Rank: Chief Joined: 1/3/2007 Posts: 18,298 Location: Nairobi
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Rank: Elder Joined: 6/23/2009 Posts: 14,071 Location: nairobi
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such a significant profit and KK rallies on fumes to touch KES 10.5 only..
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:such a significant profit and KK rallies on fumes to touch KES 10.5 only.. @obiero I agree with you. KK is overpriced comparing its dividend yield to other profitable stocks. People paying a premium for fumes. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Member Joined: 2/8/2007 Posts: 808
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Guys define fumes? If you understand accounting you will sooner or latter see the value in KK. That is a cash machine that can regenerate itself from a hole without disturbing shareholders for additional capital. See you in August when the fumes morph into a decent dividend in our pocket. You don't expect KK to pay a healthy dividend when they had all that debt to vanquish but if you use your heads a business that pays down debt from Kshs 16 Billion to 2 Billion in 3 years while paying a token dividend. Only safaricom can pull that off an indicator that KK is producing cashflows. Only asset sold is the TZ business, Lubu storage and Ngong Road stations.
I will not talk about KQ which reminds us of The Titanic - Ship sinking but people onboard believing it will flip itself back.
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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Kausha wrote:Guys define fumes? If you understand accounting you will sooner or latter see the value in KK. That is a cash machine that can regenerate itself from a hole without disturbing shareholders for additional capital. See you in August when the fumes morph into a decent dividend in our pocket. You don't expect KK to pay a healthy dividend when they had all that debt to vanquish but if you use your heads a business that pays down debt from Kshs 16 Billion to 2 Billion in 3 years while paying a token dividend. Only safaricom can pull that off an indicator that KK is producing cashflows. Only asset sold is the TZ business, Lubu storage and Ngong Road stations.
I will not talk about KQ which reminds us of The Titanic - Ship sinking but people onboard believing it will flip itself back. @Kausha. How do you put all this good stuff about KK in the wrong thread? The opposite of courage is not cowardice, it's conformity.
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Rank: Elder Joined: 6/23/2009 Posts: 14,071 Location: nairobi
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jerry wrote:Kausha wrote:Guys define fumes? If you understand accounting you will sooner or latter see the value in KK. That is a cash machine that can regenerate itself from a hole without disturbing shareholders for additional capital. See you in August when the fumes morph into a decent dividend in our pocket. You don't expect KK to pay a healthy dividend when they had all that debt to vanquish but if you use your heads a business that pays down debt from Kshs 16 Billion to 2 Billion in 3 years while paying a token dividend. Only safaricom can pull that off an indicator that KK is producing cashflows. Only asset sold is the TZ business, Lubu storage and Ngong Road stations.
I will not talk about KQ which reminds us of The Titanic - Ship sinking but people onboard believing it will flip itself back. @Kausha. How do you put all this good stuff about KK in the wrong thread? Same question I ask..
KQ ABP 4.26
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Rank: Elder Joined: 12/25/2014 Posts: 2,301 Location: kenya
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obiero wrote:such a significant profit and KK rallies on fumes to touch KES 10.5 only.. I told guys to wake me up when it takes off but I think my sweet slumber is important. I should look for my blanket.
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Rank: Chief Joined: 1/3/2007 Posts: 18,298 Location: Nairobi
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@cde - Great idea! Brilliant! You deserve a royalty! KQ should have a 'charge' on their ticket for "fuel" and the funds should be put onto a (pre-paid) K-Card. That K-Card can be used by the pilots to fill up KQ planes wherever KK supplies Jet-A1. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,298 Location: Nairobi
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obiero wrote:such a significant profit and KK rallies on fumes to touch KES 10.5 only.. Kabisa! I mean a firm that makes profit and the shares can't even rally in price. What a useless share. Instead one should invest in shares of KQ, a firm that reports huge losses every 6 months. What's more it makes more sense to buy KQ shares since the NAV is negative. Isn't that just the bomb! Forget KK. Profits? Bah! Growth? Bah! Prime assets? Bah! New products? Bah! Potential takeover? Bah! I need to wash and (french) kiss the feet of @Obiero and @Cde like the pope to show my respect for their brilliant strategy to make me a thousand-aire after I invest a million. 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:obiero wrote:such a significant profit and KK rallies on fumes to touch KES 10.5 only.. Kabisa! I mean a firm that makes profit and the shares can't even rally in price. What a useless share. Instead one should invest in shares of KQ, a firm that reports huge losses every 6 months. What's more it makes more sense to buy KQ shares since the NAV is negative. Isn't that just the bomb! Forget KK. Profits? Bah! Growth? Bah! Prime assets? Bah! New products? Bah! Potential takeover? Bah! I need to wash and (french) kiss the feet of @Obiero and @Cde like the pope to show my respect for their brilliant strategy to make me a thousand-aire after I invest a million. KQ is a high beta stock which is suceptible to wild swings.. Watch the stock in next few weeks
KQ ABP 4.26
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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obiero wrote:VituVingiSana wrote:obiero wrote:such a significant profit and KK rallies on fumes to touch KES 10.5 only.. Kabisa! I mean a firm that makes profit and the shares can't even rally in price. What a useless share. Instead one should invest in shares of KQ, a firm that reports huge losses every 6 months. What's more it makes more sense to buy KQ shares since the NAV is negative. Isn't that just the bomb! Forget KK. Profits? Bah! Growth? Bah! Prime assets? Bah! New products? Bah! Potential takeover? Bah! I need to wash and (french) kiss the feet of @Obiero and @Cde like the pope to show my respect for their brilliant strategy to make me a thousand-aire after I invest a million. KQ is a high beta stock which is suceptible to wild swings.. Watch the stock in next few weeks Sijui ni nta? Yet it has been stated that aircraft have no rear view mirror. They also takeoff against the current.
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Rank: Elder Joined: 6/23/2009 Posts: 14,071 Location: nairobi
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Cde Monomotapa wrote:obiero wrote:VituVingiSana wrote:obiero wrote:such a significant profit and KK rallies on fumes to touch KES 10.5 only.. Kabisa! I mean a firm that makes profit and the shares can't even rally in price. What a useless share. Instead one should invest in shares of KQ, a firm that reports huge losses every 6 months. What's more it makes more sense to buy KQ shares since the NAV is negative. Isn't that just the bomb! Forget KK. Profits? Bah! Growth? Bah! Prime assets? Bah! New products? Bah! Potential takeover? Bah! I need to wash and (french) kiss the feet of @Obiero and @Cde like the pope to show my respect for their brilliant strategy to make me a thousand-aire after I invest a million. KQ is a high beta stock which is suceptible to wild swings.. Watch the stock in next few weeks Sijui ni nta? Yet it has been stated that aircraft have no rear view mirror. They also takeoff against the current. Alumni.. Watajiju!
KQ ABP 4.26
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Rank: Member Joined: 2/8/2007 Posts: 808
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let us wake up KQ is at government bail out point. Technically this means the business model and business they are run is nolonger making sense and can only remain relevant because the GoK views the national airline as a strategic asset and will spend the money to keep it going for the next twelve months or 15. The history of government bail out for national carriers tells us it takes upwards of 36 months for the process. First government will put in the initial bail out money which will be incinerated because very little will be changed within the next twelve months. Then KQ will still be in the woods but showing some positive signs of health. Another injection of capital which will still be incinerated as management try to squeeze out positive performance and then things will come to a head and GoK will demand very radical solutions before putting in a dime. Then only will KQ be on a proper road to recovery. At the moment GoK is chums with management and management is chummy with staff while none of them is helping the business.
In summary KQ will only make operating profits in 2020 at the earliest.
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Rank: Elder Joined: 6/23/2009 Posts: 14,071 Location: nairobi
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Kausha wrote:let us wake up KQ is at government bail out point. Technically this means the business model and business they are run is nolonger making sense and can only remain relevant because the GoK views the national airline as a strategic asset and will spend the money to keep it going for the next twelve months or 15. The history of government bail out for national carriers tells us it takes upwards of 36 months for the process. First government will put in the initial bail out money which will be incinerated because very little will be changed within the next twelve months. Then KQ will still be in the woods but showing some positive signs of health. Another injection of capital which will still be incinerated as management try to squeeze out positive performance and then things will come to a head and GoK will demand very radical solutions before putting in a dime. Then only will KQ be on a proper road to recovery. At the moment GoK is chums with management and management is chummy with staff while none of them is helping the business.
In summary KQ will only make operating profits in 2020 at the earliest. Hii ni bangi ya Luanda.. KQ narrowed the operating loss by 8.3B in its half year and the same is expected to be stretched higher into an operating profit for full year by the CEOs own disclosure to KTN a few days ago! Its good to research before you post @kausha In this financial year ending next week, KQ has received 20B from afriexim, 3,5B from landing lot sale, 24.6B from treasury, KES 7B from sale of two Boeing 777.. This may appear insignificant to some people, but coupled with renegotiation of loan tenors, falling A1 prices, route optimization, decreases in HOTAC arising from increased OTP, return of the west africa routes, turning tide in tourism arrivals, Asia-Africa business boom, JJ dominance of the local market, the list is endless.. my money is on KQ to rise like the proverbial phoenix. Chris Kirubi, Mike Macharia and I shall be inside the plane upon take off..
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:Kausha wrote:let us wake up KQ is at government bail out point. Technically this means the business model and business they are run is nolonger making sense and can only remain relevant because the GoK views the national airline as a strategic asset and will spend the money to keep it going for the next twelve months or 15. The history of government bail out for national carriers tells us it takes upwards of 36 months for the process. First government will put in the initial bail out money which will be incinerated because very little will be changed within the next twelve months. Then KQ will still be in the woods but showing some positive signs of health. Another injection of capital which will still be incinerated as management try to squeeze out positive performance and then things will come to a head and GoK will demand very radical solutions before putting in a dime. Then only will KQ be on a proper road to recovery. At the moment GoK is chums with management and management is chummy with staff while none of them is helping the business.
In summary KQ will only make operating profits in 2020 at the earliest. Hii ni bangi ya Luanda.. KQ made an operating profit in its half year and the same is expected to be stretched higher in full year by the CEOs own disclosure to KTN a few days ago! Its good to research before you post @kausha I have seen my dreams come true. As KQ keeps floundering on financial mismanagement it will very soon hit sub 2bob so that I buy. Wacha nitafute pesa. Nitanunua zaida ya hisa 1million ndio nitulie for longterm. @obiero continue buying at 4.50 kes you will finally sell to me at a more than 50% loss. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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The video, here a written summary of Transformation initiatives thus far. KQ eyeing narrow loss via low fuel costs and savings http://www.standardmedia...-fuel-costs-and-savings
(Debt) Finance in any other name is finance. Bailout, shareholder loan, bridge loan whatever. Water is water and from Afreximbank (since we'd have liquidate NSSF to fund KQ - save, invest more) comes at better rate & tenor than commercial banks. That's sufficient funding to see KQ through financial capital restructuring culminating in a most probable buy-in. Stay tuned.
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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Cde Monomotapa wrote:The video, here a written summary of Transformation initiatives thus far. KQ eyeing narrow loss via low fuel costs and savings http://www.standardmedia...-fuel-costs-and-savings
(Debt) Finance in any other name is finance. Bailout, shareholder loan, bridge loan whatever. Water is water and from Afreximbank (since we'd have liquidate NSSF to fund KQ - save, invest more) comes at better rate & tenor than commercial banks. That's sufficient funding to see KQ through financial capital restructuring culminating in a most probable buy-in. Stay tuned. Three months from now I would have put a standby financial facility to purchase over a million shares in KQ. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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