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Kenya Airways...why ignore.. end 2025
Rank: Elder Joined: 6/23/2009 Posts: 14,458 Location: nairobi
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actuarywahisa wrote:The cat has started on its way down. This is the problem with seeing a cat jumping from one roof to another and confusing it with a bird.  Lol.. No market nor stock can rise in perpetuity.. Stops are necessary to allow picking up of more passengers. The volume action is positive. Wish you all the best, even as you will me the opposite COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 6/23/2009 Posts: 14,458 Location: nairobi
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obiero wrote:[quote=obiero]5 key questions to ponder prior to dismissal of PJT Partner's KQ restructuring deal and its subsequent ripple effect on the share:
1. Exactly/approximately how many new shares are being created?
A. Not less than 3.5B new shares
2. What price was agreed for the purchase of each new share
. Or maybe this wasn't discussed?
A. This will only be known upon shareholders approval to the arrangement in late September.. Speculation to a positive skew will therefore be at play until then, due to the capital restructuring success
3. Will the new issuance imply that minority shareholders get diluted with no recourse
pro rata
?
A. No. Every existing shareholder will be offered a chance to defend their rights so as to retain proportionate holding.. However it is likely to be a large cash call
4. When will KQ turn a profit
at the earliest?
A.Half year 2017/2018
5. Why are there no bulk sellers since the cautionary statement filtered out. Could it be that investors are eagerly waiting to sell at KES 2 to @spikes & Co
A. Recent volume and price activity suggests upwards trend with upper limit of KES 10 per share a live possibility Time and tide waits for no man COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 6/23/2009 Posts: 14,458 Location: nairobi
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 COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 6/23/2009 Posts: 14,458 Location: nairobi
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10+ reasons to believe in operation pride at KQ and position oneself for the return of a lifetime: 1. Financial revamp via reduced debt load and longer tenors 2. Cleaned up board and management 3. Cut off on HOTAC and other operational expenses 4. Fuel efficient planes , with one of the youngest fleet, globally 5. Route optimization especially in Africa 6. Category 1 status at main hub 7. GoK guaranteed debt hence reduced working capital funding cost 8. Global reduction in fuel costs 9. Revival in KE tourism 10. Budget carrier for booming middle-class 11. End of hedging policy 12. Strong forex holding with primary pricing being USD COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
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obiero wrote:10+ reasons to believe in operation pride at KQ and position oneself for the return of a lifetime:
1. Financial revamp via reduced debt load
and longer tenors
2. Cleaned up board and management
3. Cut off on HOTAC and other operational expenses
4. Fuel efficient planes
, with one of the youngest fleet, globally
5. Route optimization especially in Africa
6. Category 1 status at main hub
7. GoK guaranteed debt hence reduced working capital funding cost
8. Global reduction in fuel costs
9. Revival in KE tourism
10. Budget carrier for booming middle-class
11. End of hedging policy
12. Strong forex holding with primary pricing being USD
Restructuring takes time. A mess created over a number of years cannot be corrected in 18 months as earlier claimed by Ngunze. Hold your horses for now. Sebastian is yet to even come out and tell us what he is going to do differently.
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Rank: Elder Joined: 6/23/2009 Posts: 14,458 Location: nairobi
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ArrestedDev wrote:obiero wrote:10+ reasons to believe in operation pride at KQ and position oneself for the return of a lifetime:
1. Financial revamp via reduced debt load
and longer tenors
2. Cleaned up board and management
3. Cut off on HOTAC and other operational expenses
4. Fuel efficient planes
, with one of the youngest fleet, globally
5. Route optimization especially in Africa
6. Category 1 status at main hub
7. GoK guaranteed debt hence reduced working capital funding cost
8. Global reduction in fuel costs
9. Revival in KE tourism
10. Budget carrier for booming middle-class
11. End of hedging policy
12. Strong forex holding with primary pricing being USD
Restructuring takes time. A mess created over a number of years cannot be corrected in 18 months as earlier claimed by Ngunze. Hold your horses for now. Sebastian is yet to even come out and tell us what he is going to do differently. We do not need to hear anything from Mikosz.. Quiet workers are the best type.. Meanwhile, a profit is on the way COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
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obiero wrote:ArrestedDev wrote:obiero wrote:10+ reasons to believe in operation pride at KQ and position oneself for the return of a lifetime:
1. Financial revamp via reduced debt load
and longer tenors
2. Cleaned up board and management
3. Cut off on HOTAC and other operational expenses
4. Fuel efficient planes
, with one of the youngest fleet, globally
5. Route optimization especially in Africa
6. Category 1 status at main hub
7. GoK guaranteed debt hence reduced working capital funding cost
8. Global reduction in fuel costs
9. Revival in KE tourism
10. Budget carrier for booming middle-class
11. End of hedging policy
12. Strong forex holding with primary pricing being USD
Restructuring takes time. A mess created over a number of years cannot be corrected in 18 months as earlier claimed by Ngunze. Hold your horses for now. Sebastian is yet to even come out and tell us what he is going to do differently. We do not need to hear anything from Mikosz.. Quiet workers are the best type.. Meanwhile, a profit is on the way We will have hear from him. He must be busy studying the books and procedures. One day- he will have to say what he has been up to since taking office. He knows how to engage the media.
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Rank: Elder Joined: 6/23/2009 Posts: 14,458 Location: nairobi
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ArrestedDev wrote:obiero wrote:ArrestedDev wrote:obiero wrote:10+ reasons to believe in operation pride at KQ and position oneself for the return of a lifetime:
1. Financial revamp via reduced debt load
and longer tenors
2. Cleaned up board and management
3. Cut off on HOTAC and other operational expenses
4. Fuel efficient planes
, with one of the youngest fleet, globally
5. Route optimization especially in Africa
6. Category 1 status at main hub
7. GoK guaranteed debt hence reduced working capital funding cost
8. Global reduction in fuel costs
9. Revival in KE tourism
10. Budget carrier for booming middle-class
11. End of hedging policy
12. Strong forex holding with primary pricing being USD
Restructuring takes time. A mess created over a number of years cannot be corrected in 18 months as earlier claimed by Ngunze. Hold your horses for now. Sebastian is yet to even come out and tell us what he is going to do differently. We do not need to hear anything from Mikosz.. Quiet workers are the best type.. Meanwhile, a profit is on the way We will have hear from him. He must be busy studying the books and procedures. One day- he will have to say what he has been up to since taking office. He knows how to engage the media. @arresteddev that is true.. He has to study the current layout, policies, procedures.. Lets give him time to settle in, instead of jumping to early conclusions COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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ArrestedDev wrote:obiero wrote:ArrestedDev wrote:obiero wrote:10+ reasons to believe in operation pride at KQ and position oneself for the return of a lifetime:
1. Financial revamp via reduced debt load
and longer tenors
2. Cleaned up board and management
3. Cut off on HOTAC and other operational expenses
4. Fuel efficient planes
, with one of the youngest fleet, globally
5. Route optimization especially in Africa
6. Category 1 status at main hub
7. GoK guaranteed debt hence reduced working capital funding cost
8. Global reduction in fuel costs
9. Revival in KE tourism
10. Budget carrier for booming middle-class
11. End of hedging policy
12. Strong forex holding with primary pricing being USD
Restructuring takes time. A mess created over a number of years cannot be corrected in 18 months as earlier claimed by Ngunze. Hold your horses for now. Sebastian is yet to even come out and tell us what he is going to do differently. We do not need to hear anything from Mikosz.. Quiet workers are the best type.. Meanwhile, a profit is on the way We will have hear from him. He must be busy studying the books and procedures. One day- he will have to say what he has been up to since taking office. He knows how to engage the media. He had gone to some air show in Paris...he did some video for the staff. possunt quia posse videntur
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Rank: Elder Joined: 6/23/2009 Posts: 14,458 Location: nairobi
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maka wrote:ArrestedDev wrote:obiero wrote:ArrestedDev wrote:obiero wrote:10+ reasons to believe in operation pride at KQ and position oneself for the return of a lifetime:
1. Financial revamp via reduced debt load
and longer tenors
2. Cleaned up board and management
3. Cut off on HOTAC and other operational expenses
4. Fuel efficient planes
, with one of the youngest fleet, globally
5. Route optimization especially in Africa
6. Category 1 status at main hub
7. GoK guaranteed debt hence reduced working capital funding cost
8. Global reduction in fuel costs
9. Revival in KE tourism
10. Budget carrier for booming middle-class
11. End of hedging policy
12. Strong forex holding with primary pricing being USD
Restructuring takes time. A mess created over a number of years cannot be corrected in 18 months as earlier claimed by Ngunze. Hold your horses for now. Sebastian is yet to even come out and tell us what he is going to do differently. We do not need to hear anything from Mikosz.. Quiet workers are the best type.. Meanwhile, a profit is on the way We will have hear from him. He must be busy studying the books and procedures. One day- he will have to say what he has been up to since taking office. He knows how to engage the media. He had gone to some air show in Paris...he did some video for the staff. @maka you are making matters worse.. I hope it wasn't more than the weekend. Mikosz needs to give 100% to KQ COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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