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Kenya Airways...why ignore..
Spikes
#9121 Posted : Monday, December 04, 2017 11:03:48 AM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
obiero wrote:
obiero wrote:
Spikes wrote:
obiero wrote:
obiero wrote:
obiero wrote:
Ericsson wrote:
Spikes wrote:
obiero wrote:
the deal wrote:
obiero wrote:
1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5

Laughing out loudly Laughing out loudly Laughing out loudly Obiero for the title of Supporter of the Year... KQ should give you free tickets

Hehe.. I accept the award


@obiero How do you value stocks? Fundamentals or speculative information?

Obiero is buy low sell high and move on

I have a mixture of both strategies but I prefer speculation based on inside knowledge via the exchange bar

Fair value KES 12.5 when factoring-in the Open Offer.. Now is absolutely the wrong time to sell and not the most opportune time to buy for existing shareholders.. Though existing shareholders with hearts of steel may accumulate sub KES 22

I am tempted to buy at current price but I shall exercise restraint. Expect a continuous trip upwards to KES 18 upto release of the Open Offer circular followed by a rapid fall down immediately afterwards.. How low it will go shall be anyone's guess, but mine remains KES 12.5


@ obiero today you've given solid analysis.
Keep the fire blazing.
Though kes 18 is a pipedream.

Let's talk about this same post on 08.12.2017

From where I stand, the pipedream is gaining momentum

John 5:17 But Jesus replied, “My Father is always working, and so am I.”
Spikes
#9122 Posted : Monday, December 04, 2017 11:07:24 AM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
kayhara wrote:
obiero wrote:
obiero wrote:
Spikes wrote:
obiero wrote:
obiero wrote:
obiero wrote:
Ericsson wrote:
Spikes wrote:
obiero wrote:
the deal wrote:
obiero wrote:
1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5

Laughing out loudly Laughing out loudly Laughing out loudly Obiero for the title of Supporter of the Year... KQ should give you free tickets

Hehe.. I accept the award


@obiero How do you value stocks? Fundamentals or speculative information?

Obiero is buy low sell high and move on

I have a mixture of both strategies but I prefer speculation based on inside knowledge via the exchange bar

Fair value KES 12.5 when factoring-in the Open Offer.. Now is absolutely the wrong time to sell and not the most opportune time to buy for existing shareholders.. Though existing shareholders with hearts of steel may accumulate sub KES 22

I am tempted to buy at current price but I shall exercise restraint. Expect a continuous trip upwards to KES 18 upto release of the Open Offer circular followed by a rapid fall down immediately afterwards.. How low it will go shall be anyone's guess, but mine remains KES 12.5


@ obiero today you've given solid analysis.
Keep the fire blazing.
Though kes 18 is a pipedream.

Let's talk about this same post on 08.12.2017

From where I stand, the pipedream is gaining momentum

Why is the price not shooting yet there is no supply, I will never understand KQ.


10% rule in force. Meanwhile, tomorrow marks the end of the rally .Buggers are highly anticipating more than 100% return in FIVE trading days.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
obiero
#9123 Posted : Monday, December 04, 2017 11:12:04 AM
Rank: Elder


Joined: 6/23/2009
Posts: 14,202
Location: nairobi
kayhara wrote:
obiero wrote:
obiero wrote:
Spikes wrote:
obiero wrote:
obiero wrote:
obiero wrote:
Ericsson wrote:
Spikes wrote:
obiero wrote:
the deal wrote:
obiero wrote:
1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5

Laughing out loudly Laughing out loudly Laughing out loudly Obiero for the title of Supporter of the Year... KQ should give you free tickets

Hehe.. I accept the award


@obiero How do you value stocks? Fundamentals or speculative information?

Obiero is buy low sell high and move on

I have a mixture of both strategies but I prefer speculation based on inside knowledge via the exchange bar

Fair value KES 12.5 when factoring-in the Open Offer.. Now is absolutely the wrong time to sell and not the most opportune time to buy for existing shareholders.. Though existing shareholders with hearts of steel may accumulate sub KES 22

I am tempted to buy at current price but I shall exercise restraint. Expect a continuous trip upwards to KES 18 upto release of the Open Offer circular followed by a rapid fall down immediately afterwards.. How low it will go shall be anyone's guess, but mine remains KES 12.5


@ obiero today you've given solid analysis.
Keep the fire blazing.
Though kes 18 is a pipedream.

Let's talk about this same post on 08.12.2017

From where I stand, the pipedream is gaining momentum

Why is the price not shooting yet there is no supply, I will never understand KQ.

Daily limits at the NSE.. Checkout the minimum and maximum price on each trading day since resumption of trading. The share will keep gaining at least 9.4% each day until the point of supply is reached, being KES 21.. Those with weak hearts are allowed to offload at KES 18 which will print this Friday

KQ ABP 4.26
kayhara
#9124 Posted : Monday, December 04, 2017 11:34:12 AM
Rank: Veteran


Joined: 5/5/2011
Posts: 1,059
obiero wrote:
kayhara wrote:
obiero wrote:
obiero wrote:
Spikes wrote:
obiero wrote:
obiero wrote:
obiero wrote:
Ericsson wrote:
Spikes wrote:
obiero wrote:
the deal wrote:
obiero wrote:
1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5

Laughing out loudly Laughing out loudly Laughing out loudly Obiero for the title of Supporter of the Year... KQ should give you free tickets

Hehe.. I accept the award


@obiero How do you value stocks? Fundamentals or speculative information?

Obiero is buy low sell high and move on

I have a mixture of both strategies but I prefer speculation based on inside knowledge via the exchange bar

Fair value KES 12.5 when factoring-in the Open Offer.. Now is absolutely the wrong time to sell and not the most opportune time to buy for existing shareholders.. Though existing shareholders with hearts of steel may accumulate sub KES 22

I am tempted to buy at current price but I shall exercise restraint. Expect a continuous trip upwards to KES 18 upto release of the Open Offer circular followed by a rapid fall down immediately afterwards.. How low it will go shall be anyone's guess, but mine remains KES 12.5


@ obiero today you've given solid analysis.
Keep the fire blazing.
Though kes 18 is a pipedream.

Let's talk about this same post on 08.12.2017

From where I stand, the pipedream is gaining momentum

Why is the price not shooting yet there is no supply, I will never understand KQ.

Daily limits at the NSE.. Checkout the minimum and maximum price on each trading day since resumption of trading. The share will keep gaining at least 9.4% each day until the point of supply is reached, being KES 21.. Those with weak hearts are allowed to offload at KES 18 which will print this Friday

oh, I was wondering why my Itrader is showing the limit to be 0-27.30 for kQ.
To Each His Own
Ericsson
#9125 Posted : Monday, December 04, 2017 11:39:29 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Banks have been given an opportunity to recover their money plus interest they would have earned during the tenure of the loan
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
obiero
#9126 Posted : Monday, December 04, 2017 12:51:16 PM
Rank: Elder


Joined: 6/23/2009
Posts: 14,202
Location: nairobi
Ericsson wrote:
Banks have been given an opportunity to recover their money plus interest they would have earned during the tenure of the loan

KQ Lenders Co Ltd has doubled their principal plus interest.. They can book it as long term securities on their respective financials. JBB screwed up

KQ ABP 4.26
VituVingiSana
#9127 Posted : Monday, December 04, 2017 2:54:25 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,341
Location: Nairobi
obiero wrote:
Ericsson wrote:
Banks have been given an opportunity to recover their money plus interest they would have earned during the tenure of the loan

KQ Lenders Co Ltd has doubled their principal plus interest.. They can book it as long term securities on their respective financials. JBB screwed up

Cash is king. Since 2 of my Investee Banks are caught up in the KQ mess, I hope a White Knight would buy them out. I would rather have the cash invested in T-Bonds.
JBB took the smart approach.
Equity helped all the other banks get a better deal by holding out.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#9128 Posted : Monday, December 04, 2017 4:17:40 PM
Rank: Elder


Joined: 6/23/2009
Posts: 14,202
Location: nairobi
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
Banks have been given an opportunity to recover their money plus interest they would have earned during the tenure of the loan

KQ Lenders Co Ltd has doubled their principal plus interest.. They can book it as long term securities on their respective financials. JBB screwed up

Cash is king. Since 2 of my Investee Banks are caught up in the KQ mess, I hope a White Knight would buy them out. I would rather have the cash invested in T-Bonds.
JBB took the smart approach.
Equity helped all the other banks get a better deal by holding out.

There’s no real difference in tbonds and KQ shares over the long run at this moment, both are guaranteed by GoK with the shares having upto 125% return in a week with limitless growth prospects.. As for cash, try investing in strong banks, remember simba lost 7B to Triton but it still roars

KQ ABP 4.26
obiero
#9129 Posted : Monday, December 04, 2017 5:47:21 PM
Rank: Elder


Joined: 6/23/2009
Posts: 14,202
Location: nairobi
KQ shares will keep gaining at least 9.4% each day until the point of supply is reached, being KES 21.. Those with weak hearts are allowed to offload at KES 18 which will print this Friday

KQ ABP 4.26
sparkly
#9130 Posted : Monday, December 04, 2017 8:00:51 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
Banks have been given an opportunity to recover their money plus interest they would have earned during the tenure of the loan

KQ Lenders Co Ltd has doubled their principal plus interest.. They can book it as long term securities on their respective financials. JBB screwed up

Cash is king. Since 2 of my Investee Banks are caught up in the KQ mess, I hope a White Knight would buy them out. I would rather have the cash invested in T-Bonds.
JBB took the smart approach.
Equity helped all the other banks get a better deal by holding out.

There’s no real difference in tbonds and KQ shares over the long run at this moment, both are guaranteed by GoK with the shares having upto 125% return in a week with limitless growth prospects.. As for cash, try investing in strong banks, remember simba lost 7B to Triton but it still roars


I would never exchange debt with shares in a loss making, negative equity company.
Life is short. Live passionately.
obiero
#9131 Posted : Monday, December 04, 2017 8:25:36 PM
Rank: Elder


Joined: 6/23/2009
Posts: 14,202
Location: nairobi
sparkly wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
Banks have been given an opportunity to recover their money plus interest they would have earned during the tenure of the loan

KQ Lenders Co Ltd has doubled their principal plus interest.. They can book it as long term securities on their respective financials. JBB screwed up

Cash is king. Since 2 of my Investee Banks are caught up in the KQ mess, I hope a White Knight would buy them out. I would rather have the cash invested in T-Bonds.
JBB took the smart approach.
Equity helped all the other banks get a better deal by holding out.

There’s no real difference in tbonds and KQ shares over the long run at this moment, both are guaranteed by GoK with the shares having upto 125% return in a week with limitless growth prospects.. As for cash, try investing in strong banks, remember simba lost 7B to Triton but it still roars


I would never exchange debt with shares in a loss making, negative equity company.

Wow. KQ has negative equity? You are very up to date

KQ ABP 4.26
VituVingiSana
#9132 Posted : Monday, December 04, 2017 10:29:23 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,341
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
Banks have been given an opportunity to recover their money plus interest they would have earned during the tenure of the loan

KQ Lenders Co Ltd has doubled their principal plus interest.. They can book it as long term securities on their respective financials. JBB screwed up

Cash is king. Since 2 of my Investee Banks are caught up in the KQ mess, I hope a White Knight would buy them out. I would rather have the cash invested in T-Bonds.
JBB took the smart approach.
Equity helped all the other banks get a better deal by holding out.

There’s no real difference in tbonds and KQ shares over the long run at this moment, both are guaranteed by GoK with the shares having upto 125% return in a week with limitless growth prospects.. As for cash, try investing in strong banks, remember simba lost 7B to Triton but it still roars

There's a world of difference between T-Bonds and KQ shares in terms of safety, cashflow and predictability. KQ's shares for minority shareholders have no guarantee.

As for the 125% return, that's a fake return when one considers banks bought KQ shares at a horrendous KES 8.52 for a firm that had negative equity before the restructuring. Even the profits, if any, for 2018-19 will be minuscule compared to the Equity injected into KQ.

The proof in the pudding is as I said earlier... Will someone buy out KQ Lenders Co shares in KQ so the banks can do something far more worthwhile with the money?

JBB was smart to hold out for cash vs shares which cost 8.52 but whose NAV is less than 2/-.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
maka
#9133 Posted : Tuesday, December 05, 2017 7:38:45 AM
Rank: Elder


Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
obiero wrote:
KQ shares will keep gaining at least 9.4% each day until the point of supply is reached, being KES 21.. Those with weak hearts are allowed to offload at KES 18 which will print this Friday



possunt quia posse videntur
obiero
#9134 Posted : Tuesday, December 05, 2017 7:59:49 AM
Rank: Elder


Joined: 6/23/2009
Posts: 14,202
Location: nairobi
maka wrote:
obiero wrote:
KQ shares will keep gaining at least 9.4% each day until the point of supply is reached, being KES 21.. Those with weak hearts are allowed to offload at KES 18 which will print this Friday




This was trending on Twitter since Saturday.. No impact on the share price rally. Watch and learn

KQ ABP 4.26
maka
#9135 Posted : Tuesday, December 05, 2017 8:02:05 AM
Rank: Elder


Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
obiero wrote:
maka wrote:
obiero wrote:
KQ shares will keep gaining at least 9.4% each day until the point of supply is reached, being KES 21.. Those with weak hearts are allowed to offload at KES 18 which will print this Friday




This was trending on Twitter since Saturday.. No impact on the share price rally. Watch and learn


They havent started the strike...one of the busiest routes the impact will be crazy... That Chepkwony guy had promised the fellows an increment once restructuring took place... well he resigned and no one wants to take responsibility esp with Sebastian biting people's heads.smile
possunt quia posse videntur
Ericsson
#9136 Posted : Tuesday, December 05, 2017 8:38:50 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
maka wrote:
obiero wrote:
KQ shares will keep gaining at least 9.4% each day until the point of supply is reached, being KES 21.. Those with weak hearts are allowed to offload at KES 18 which will print this Friday




Full year results will be impacted and this will affect recovery
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
obiero
#9137 Posted : Tuesday, December 05, 2017 8:49:55 AM
Rank: Elder


Joined: 6/23/2009
Posts: 14,202
Location: nairobi
maka wrote:
obiero wrote:
maka wrote:
obiero wrote:
KQ shares will keep gaining at least 9.4% each day until the point of supply is reached, being KES 21.. Those with weak hearts are allowed to offload at KES 18 which will print this Friday




This was trending on Twitter since Saturday.. No impact on the share price rally. Watch and learn


They havent started the strike...one of the busiest routes the impact will be crazy... That Chepkwony guy had promised the fellows an increment once restructuring took place... well he resigned and no one wants to take responsibility esp with Sebastian biting people's heads.smile

These strikes and the management solid and prompt response gives us a good sign that we have been blessed with a tough CEO and sober board.. Sema kufutwa!

KQ ABP 4.26
obiero
#9138 Posted : Tuesday, December 05, 2017 8:52:54 AM
Rank: Elder


Joined: 6/23/2009
Posts: 14,202
Location: nairobi
Today we open and close at KES 14.80

KQ ABP 4.26
obiero
#9139 Posted : Tuesday, December 05, 2017 9:40:46 AM
Rank: Elder


Joined: 6/23/2009
Posts: 14,202
Location: nairobi
kayhara wrote:
obiero wrote:
kayhara wrote:
obiero wrote:
obiero wrote:
Spikes wrote:
obiero wrote:
obiero wrote:
obiero wrote:
Ericsson wrote:
Spikes wrote:
obiero wrote:
the deal wrote:
obiero wrote:
1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5

Laughing out loudly Laughing out loudly Laughing out loudly Obiero for the title of Supporter of the Year... KQ should give you free tickets

Hehe.. I accept the award


@obiero How do you value stocks? Fundamentals or speculative information?

Obiero is buy low sell high and move on

I have a mixture of both strategies but I prefer speculation based on inside knowledge via the exchange bar

Fair value KES 12.5 when factoring-in the Open Offer.. Now is absolutely the wrong time to sell and not the most opportune time to buy for existing shareholders.. Though existing shareholders with hearts of steel may accumulate sub KES 22

I am tempted to buy at current price but I shall exercise restraint. Expect a continuous trip upwards to KES 18 upto release of the Open Offer circular followed by a rapid fall down immediately afterwards.. How low it will go shall be anyone's guess, but mine remains KES 12.5


@ obiero today you've given solid analysis.
Keep the fire blazing.
Though kes 18 is a pipedream.

Let's talk about this same post on 08.12.2017

From where I stand, the pipedream is gaining momentum

Why is the price not shooting yet there is no supply, I will never understand KQ.

Daily limits at the NSE.. Checkout the minimum and maximum price on each trading day since resumption of trading. The share will keep gaining at least 9.4% each day until the point of supply is reached, being KES 21.. Those with weak hearts are allowed to offload at KES 18 which will print this Friday

oh, I was wondering why my Itrader is showing the limit to be 0-27.30 for kQ.

@spikes the so called pipedream of KES 18 is two trading sessions away. Today KES 15 has printed firmly

KQ ABP 4.26
obiero
#9140 Posted : Tuesday, December 05, 2017 10:03:29 AM
Rank: Elder


Joined: 6/23/2009
Posts: 14,202
Location: nairobi
I have today thrown caution to the wind and bought an additional 1,000 shares at the prevailing discount.. I'm still shocked at the persons who are selling right now

KQ ABP 4.26
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