I love Mbuvi Ngunze's signature.. Meanwhile 1,993,700 KQ shares traded today..Next week will be interesting

KES 12 is far fetched.. I have maintained that given the loss position, KES 8 per share is fair value.. The PJT partners announcement on the capital restructure to address negative equity shall be the only fuel needed to propel the share to KES 14 and more. Tomorrow's media play/spin on the half year results may also give some running room upwards/downwards

Utaumia...ningekuambia lakini hautaniamini.

that does not surprise mi, kq has moved awesomely over 47million shares over a span of close to fifty trading days consistently. ranking top eight since end of June 2016. the hype is dead on arrival. if you promise me to see the red see red and I find it blue do not tell mi, it was once, during the exodus days. it was news then, now its gonna be red coz it massacre time. prove me wrong any day anywhere your comfort so pleases.
my takes:
1.turbulence.ahead. do not just cerebrate coz Ur going to become a mother, labour pains ahead. why?
a. radical restructuring ahead. that's means dangerous maneuvers that will leave many badly bruised. first off peso ya rights ilikuliwo
b. hedging/fuel prices cushioning mechanisms with better and smarter brains urgently required. currently bleeding to comatose.
c. staff rationalization and layoffs a bitter pill to swallow. if the main Cheff dished his kitchen know that the eating shall be a prevailage for now, not a right. get ready for that bumpy ride.
2. financing cost are a long term commitments.
that's the punch that hit the underbelly. causing severe knockoffs on a unready system. if u mention project mawingu I puke ten times and pass out assap. the costs still remains and the sharks still smells the blood of the prey floating by the sea shore. soon they knock on the doors once they learn how to swim on shallow waters.
3. unions and ka-laplicians. I hit Laplace transforms. its just magical and leaves no chaoticism trail behind other than the real chaotics.
a seven days notice and what seamed normal magically becomes abnormal. is mj ready to touch who is who in Kq as sir obi says, even mjs buddy BC learnt it the hard way by the feel of the steel bolls. so has a better god in father now.
3. international exposure. hopes one day Kenya knows survival is not local but international. thats a open window in a plane facing headwinds
4. I hate forex. was it supposed to mean thick forests of Congo or Quebec. @hisa Sandia Hapo sasa.
5. localised anarchy-2017 on the cross hairs. nywele ngumu maisha Ni ngumu.
finally, the list is purely long and true but the cooking is so purely true and the burden is so real and painful for the harpeless shareholders: labourers of the lost pride.
bon voyage as you cross red sea men and women of faith.

Ngunze had all that in mind.. Many people here would have done worse if given the position. Africans like petty squabbles and infighting hence difficulty in Operation Pride getting full traction. Hope remains eternal

Institutional memory

KQ made an operating profit of KES 949 million, a 143.6 % swing from an operating loss of KES 2.2 billion. #KQResults

Institutional memory.... that's laughable a cursory run on the financials save for unsustainable one offs is not sustainable tell you that the mistakes are systemic and point at leadership.Worldwide cut off of 100 days stands.If in deed TN was that incompetent & Mbuvi n ilk had no part on it.What has significantly changed two years on.Or what didn't he learn or run to?