Wazua
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Kenya Airways...why ignore..
Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
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obiero wrote:maka wrote:murchr wrote:How will they get out of the financing dilemma? That's the big question...interesting that the CEO really is certain that the turn around strategy is working...they are even organising a banquet in conjunction with McKinsey guys to celebrate this... I am certain too of the turnaround. KQ was seriously mismanaged by Naikuni's regime and the bulk of losses incurred in the latest financial years are 'historical' in nature. Simply drew back my shareholding position to manage the price action swing volatility But it will take time and a clear strategy is needed going forward. Which routes will the aircrafts due to be returned deployed to? If in 2015 they were not able to fill a B777, what will be done differently in 2019 to fill it? The effects of the cost cutting initiatives on the overall product? What will happen after the end of the turnaround consultant tenure? Are the managers ready to follow through the initiatives put in place by the consultant? There are many issues to be dealt with going forward to guarantee a sustainable business in the near future.
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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ArrestedDev wrote:obiero wrote:maka wrote:murchr wrote:How will they get out of the financing dilemma? That's the big question...interesting that the CEO really is certain that the turn around strategy is working...they are even organising a banquet in conjunction with McKinsey guys to celebrate this... I am certain too of the turnaround. KQ was seriously mismanaged by Naikuni's regime and the bulk of losses incurred in the latest financial years are 'historical' in nature. Simply drew back my shareholding position to manage the price action swing volatility But it will take time and a clear strategy is needed going forward. Which routes will the aircrafts due to be returned deployed to? If in 2015 they were not able to fill a B777, what will be done differently in 2019 to fill it? The effects of the cost cutting initiatives on the overall product? What will happen after the end of the turnaround consultant tenure? Are the managers ready to follow through the initiatives put in place by the consultant? There are many issues to be dealt with going forward to guarantee a sustainable business in the near future. Agreed that it is an uphill task. I guess only time will tell but I see a good start in the claw back on the gross profit up +10.549B YoY and operating loss position up +12.240B YoY African Airline of The Year, Leading Business Class 2015, 160 landing/takeoffs with uplift of over 10,000 passengers daily.. 
KQ ABP 4.26
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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ArrestedDev wrote:obiero wrote:maka wrote:murchr wrote:How will they get out of the financing dilemma? That's the big question...interesting that the CEO really is certain that the turn around strategy is working...they are even organising a banquet in conjunction with McKinsey guys to celebrate this... I am certain too of the turnaround. KQ was seriously mismanaged by Naikuni's regime and the bulk of losses incurred in the latest financial years are 'historical' in nature. Simply drew back my shareholding position to manage the price action swing volatility But it will take time and a clear strategy is needed going forward. Which routes will the aircrafts due to be returned deployed to? If in 2015 they were not able to fill a B777, what will be done differently in 2019 to fill it? The effects of the cost cutting initiatives on the overall product? What will happen after the end of the turnaround consultant tenure? Are the managers ready to follow through the initiatives put in place by the consultant? There are many issues to be dealt with going forward to guarantee a sustainable business in the near future. Am also seeing the slow turnaround but financing is taking a big chunk of the money. How will they fill planes? Marketing. We all dont pay the same amount for a ticket so they should price them at par with competition. As for banquet.....waache mchezo "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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murchr wrote:ArrestedDev wrote:obiero wrote:maka wrote:murchr wrote:How will they get out of the financing dilemma? That's the big question...interesting that the CEO really is certain that the turn around strategy is working...they are even organising a banquet in conjunction with McKinsey guys to celebrate this... I am certain too of the turnaround. KQ was seriously mismanaged by Naikuni's regime and the bulk of losses incurred in the latest financial years are 'historical' in nature. Simply drew back my shareholding position to manage the price action swing volatility But it will take time and a clear strategy is needed going forward. Which routes will the aircrafts due to be returned deployed to? If in 2015 they were not able to fill a B777, what will be done differently in 2019 to fill it? The effects of the cost cutting initiatives on the overall product? What will happen after the end of the turnaround consultant tenure? Are the managers ready to follow through the initiatives put in place by the consultant? There are many issues to be dealt with going forward to guarantee a sustainable business in the near future. Am also seeing the slow turnaround but financing is taking a big chunk of the money. How will they fill planes? Marketing. We all dont pay the same amount for a ticket so they should price them at par with competition. As for banquet.....waache mchezo Marketing is key and Diaz is a master in that field. The new COO will be obliged to find out best method to increase passenger uplift as well as associated cabin factor. Fewer planes will mean reduced cost of operation, maintenance, staff expense etc.. Financing is in USD but also their income is largely booked in USD, so the claim that they took the damned loans at circa KES 79 to the green buck; will not hold in the test of time. All in all, KQ is looking good, for the long haul. H1 closing in Sept 2016 should reveal more since some of the asset sale proceeds such as the landing slot KES 4B, were not booked in FY 2015-2016. Even Citi analysts were off the mark
KQ ABP 4.26
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Rank: Member Joined: 9/11/2014 Posts: 228 Location: Nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:160,900 KQ sold out at KES 4.50; take home KES 708,845.. Viewing of the leaked actual financials late last night, triggered my thought pattern. one of my ladies in an established media house had filled me in.. was at the trading floor way beyond opening hour. I had to blind side a few investors and I apologise for ratting out but capital preservation preceeds integrity. However, I remain interested in the share and will likely reinvest on lower entry point @Obiero - On Wednesday, you stated that come what may, you cannot accept anything below 12/= on your KQ shares. Next morning you are selling at 4.50/= You really need to reevaluate your source of "inside information". Link: @Obiero not accepting anything below Kshs. 12/= on KQ shares - see post #4917 I have tried to expose this conman and his ways. If there are still some who believe him... Washindwe. But why does your mother trust me with extreme sensitive areas. I am a noble man  The ad hominem attacks. For all the insults that @Obiero can throw at me... I am glad he has been exposed as a conniving charlatan. Integrity. This remains key. For anyone who uses "winda" beware of the conman who will screw you over. Enough said. And not even the person he is at odds with but his mother. Most African vernaculars included addressing our peers' mothers as our own mothers. But @vvs, pat yourself on the back for avoiding a pissing match of such quality. While most men look at mothers of peers with some level of respect, "deadly" Obiero wants to sleep with them. And I fail to see the cause of retaliation -- Obiero announced here on the forum that he is a conman and even those of us who were inclined to think he was just misguided sometimes, now know that he may or may not be misguided, but he is definitely a conman. So, is that much talked about "spirit of Wazua" that I have come across often since I joined just an ideal like world peace?
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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iris wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:160,900 KQ sold out at KES 4.50; take home KES 708,845.. Viewing of the leaked actual financials late last night, triggered my thought pattern. one of my ladies in an established media house had filled me in.. was at the trading floor way beyond opening hour. I had to blind side a few investors and I apologise for ratting out but capital preservation preceeds integrity. However, I remain interested in the share and will likely reinvest on lower entry point @Obiero - On Wednesday, you stated that come what may, you cannot accept anything below 12/= on your KQ shares. Next morning you are selling at 4.50/= You really need to reevaluate your source of "inside information". Link: @Obiero not accepting anything below Kshs. 12/= on KQ shares - see post #4917 I have tried to expose this conman and his ways. If there are still some who believe him... Washindwe. But why does your mother trust me with extreme sensitive areas. I am a noble man The ad hominem attacks. For all the insults that @Obiero can throw at me... I am glad he has been exposed as a conniving charlatan. Integrity. This remains key. For anyone who uses "winda" beware of the conman who will screw you over. Enough said. And not even the person he is at odds with but his mother. Most African vernaculars included addressing our peers' mothers as our own mothers. But @vvs, pat yourself on the back for avoiding a pissing match of such quality. While most men look at mothers of peers with some level of respect, "deadly" Obiero wants to sleep with them. And I fail to see the cause of retaliation -- Obiero announced here on the forum that he is a conman and even those of us who were inclined to think he was just misguided sometimes, now know that he may or may not be misguided, but he is definitely a conman. So, is that much talked about "spirit of Wazua" that I have come across often since I joined just an ideal like world peace? @iris lol.. I love your writing. very interesting but shallow. everyone trades for a profit, so incase I get to know that I can take a cut off your ignorance, I will do exactly that.. This is a stock exchange where profit surpasses friendship/comradeship. I took a move to sell that related to my hard earned cash. If that makes me a con, so be it..
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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Gross profit up 42% +KES10.549B YoY and operating loss position up 76% +KES 12.240B YoY . KQ despite turbulent times remains a bold and treasured brand, voted as African Airline of The Year, Leading Business Class in Africa 2015, delivering 160 landing/takeoffs with uplift of over 10,000 passengers daily covering 54 global destinations. Operation Pride now at 25% of implementation, has achieved 113 improvement activities effected out of a total of 447 specific initiatives. Overall impact being 32% increase on recurrent annual income
KQ ABP 4.26
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:Gross profit up 42% +KES10.549B YoY and operating loss position up 76% +KES 12.240B YoY
. KQ despite turbulent times remains
African Airline of The Year, Leading Business Class in Africa 2015, delivering 160 landing/takeoffs with uplift of over 10,000 passengers daily covering 54 global destinations. Operation Pride now at 25% of implementation, has achieved 113 improvement activities effected out of a total of 447 specific initiatives. Overall impact being 32% increase on recurrent annual income Wazua Troll. No one takes you seriously anymore. Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,342 Location: Nairobi
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obiero wrote:iris wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:160,900 KQ sold out at KES 4.50; take home KES 708,845.. Viewing of the leaked actual financials late last night, triggered my thought pattern. one of my ladies in an established media house had filled me in.. was at the trading floor way beyond opening hour. I had to blind side a few investors and I apologise for ratting out but capital preservation preceeds integrity. However, I remain interested in the share and will likely reinvest on lower entry point @Obiero - On Wednesday, you stated that come what may, you cannot accept anything below 12/= on your KQ shares. Next morning you are selling at 4.50/= You really need to reevaluate your source of "inside information". Link: @Obiero not accepting anything below Kshs. 12/= on KQ shares - see post #4917 I have tried to expose this conman and his ways. If there are still some who believe him... Washindwe. But why does your mother trust me with extreme sensitive areas. I am a noble man The ad hominem attacks. For all the insults that @Obiero can throw at me... I am glad he has been exposed as a conniving charlatan. Integrity. This remains key. For anyone who uses "winda" beware of the conman who will screw you over. Enough said. And not even the person he is at odds with but his mother. Most African vernaculars included addressing our peers' mothers as our own mothers. But @vvs, pat yourself on the back for avoiding a pissing match of such quality. While most men look at mothers of peers with some level of respect, "deadly" Obiero wants to sleep with them. And I fail to see the cause of retaliation -- Obiero announced here on the forum that he is a conman and even those of us who were inclined to think he was just misguided sometimes, now know that he may or may not be misguided, but he is definitely a conman. So, is that much talked about "spirit of Wazua" that I have come across often since I joined just an ideal like world peace? @iris lol.. I love your writing. very interesting but shallow. everyone trades for a profit, so incase I get to know that I can take a cut off your ignorance, I will do exactly that.. This is a stock exchange where profit surpasses friendship/comradeship. I took a move to sell that related to my hard earned cash. If that makes me a con, so be it.. With that, I shall sign off discussing KQ with @Obiero ... Now that he has been exposed for what he is, my work here is done. I hope "newbies" search these discussions before they are misled by you-know-who. 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: 14,211 Location: nairobi
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sparkly wrote:obiero wrote: Gross profit up 42% +KES10.549B YoY and operating loss position up 76% +KES 12.240B YoY
. KQ despite turbulent times remains
a bold and treasured brand, voted as African Airline of The Year, Leading Business Class in Africa 2015, delivering 160 landing/takeoffs with uplift of over 10,000 passengers daily covering 54 global destinations. Operation Pride now at 25% of implementation, has achieved 113 improvement activities effected out of a total of 447 specific initiatives. Overall impact being 32% increase on recurrent annual income Wazua Troll. No one takes you seriously anymore. Lol. Does it matter?? Last time I checked, my bank account was expecting over 700k.. That's all I know :)
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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VituVingiSana wrote:obiero wrote:iris wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:160,900 KQ sold out at KES 4.50; take home KES 708,845.. Viewing of the leaked actual financials late last night, triggered my thought pattern. one of my ladies in an established media house had filled me in.. was at the trading floor way beyond opening hour. I had to blind side a few investors and I apologise for ratting out but capital preservation preceeds integrity. However, I remain interested in the share and will likely reinvest on lower entry point @Obiero - On Wednesday, you stated that come what may, you cannot accept anything below 12/= on your KQ shares. Next morning you are selling at 4.50/= You really need to reevaluate your source of "inside information". Link: @Obiero not accepting anything below Kshs. 12/= on KQ shares - see post #4917 I have tried to expose this conman and his ways. If there are still some who believe him... Washindwe. But why does your mother trust me with extreme sensitive areas. I am a noble man The ad hominem attacks. For all the insults that @Obiero can throw at me... I am glad he has been exposed as a conniving charlatan. Integrity. This remains key. For anyone who uses "winda" beware of the conman who will screw you over. Enough said. And not even the person he is at odds with but his mother. Most African vernaculars included addressing our peers' mothers as our own mothers. But @vvs, pat yourself on the back for avoiding a pissing match of such quality. While most men look at mothers of peers with some level of respect, "deadly" Obiero wants to sleep with them. And I fail to see the cause of retaliation -- Obiero announced here on the forum that he is a conman and even those of us who were inclined to think he was just misguided sometimes, now know that he may or may not be misguided, but he is definitely a conman. So, is that much talked about "spirit of Wazua" that I have come across often since I joined just an ideal like world peace? @iris lol.. I love your writing. very interesting but shallow. everyone trades for a profit, so incase I get to know that I can take a cut off your ignorance, I will do exactly that.. This is a stock exchange where profit surpasses friendship/comradeship. I took a move to sell that related to my hard earned cash. If that makes me a con, so be it.. With that, I shall sign off discussing KQ with @Obiero ... Now that he has been exposed for what he is, my work here is done. I hope "newbies" search these discussions before they are misled by you-know-who. Asante brother.. Too bad I couldn't honor your bet. Cash is on the way. Tuesday to be precise
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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obiero wrote:obiero wrote:Gatheuzi wrote:obiero wrote:todays purchase may have been fueled by pride, but I actually bought more of this stock and after sinking in all available information I have decided that I shall continue to buy into the near term.. My move is highly evaluated and highly risky.. It may lead to unimaginable losses but then again it could lead to unrestrained gains.. Im no longer asking any wazuan to join me, im flying this plane solo, kamikaze style :) Enjoy the ride bro. I love your guts. Iam sure you will come back with good tales of how the skyline was. You are not solo, CS treasury may add some cash for more fuel while the dutch brothers may chip in for snacks. @Gatheuzi. Im seeing a clear KES 40 for KQ in the next 24months.. I may be wrong, but then again I may be right.. 20.11.2014 a gentleman disclaimer was issued No one should blame anyone for personal investment decisions especially where I laid it bare that the risk involved was outsized. I tagged along no one. Almost everyone here believes and writes to the effect that KQ is a goner but I maintain a different view. I forecasted a large loss, but this estimate was tripled upon eventual results release.. Let us await H1
KQ ABP 4.26
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:obiero wrote: Gross profit up 42% +KES10.549B YoY and operating loss position up 76% +KES 12.240B YoY
. KQ despite turbulent times remains
a bold and treasured brand, voted as African Airline of The Year, Leading Business Class in Africa 2015, delivering 160 landing/takeoffs with uplift of over 10,000 passengers daily covering 54 global destinations. Operation Pride now at 25% of implementation, has achieved 113 improvement activities effected out of a total of 447 specific initiatives. Overall impact being 32% increase on recurrent annual income Wazua Troll. No one takes you seriously anymore. Lol. Does it matter?? Last time I checked, my bank account was expecting over 700k.. That's all I know :) Troll Life is short. Live passionately.
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Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
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sparkly wrote:obiero wrote:sparkly wrote:[quote=obiero] Gross profit up 42% +KES10.549B YoY and operating loss position up 76% +KES 12.240B YoY
. KQ despite turbulent times remains
a bold and treasured brand, voted as African Airline of The Year, Leading Business Class in Africa 2015, delivering 160 landing/takeoffs with uplift of over 10,000 passengers daily covering 54 global destinations. Operation Pride now at 25% of implementation, has achieved 113 improvement activities effected out of a total of 447 specific initiatives. Overall impact being 32% increase on recurrent annual income Wazua Troll. No one takes you seriously anymore. Lol. Does it matter?? Last time I checked, my bank account was expecting over 700k.. That's all I know :) Dont forget to Send the 100k to VVS. Towards the goal of financial freedom
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Rank: Chief Joined: 1/3/2007 Posts: 18,342 Location: Nairobi
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KQ could swap debt to equity to fly back to profitability http://www.theeastafrica...466-11vfxg0z/index.html
With the debt that KQ owes GoK... could it become 99% GoK owned? Or at the minimum 50%+1? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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