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Kenya Airways...why ignore..
VituVingiSana
#15801 Posted : Tuesday, March 03, 2026 12:45:24 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,331
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
MaichBlack wrote:
obiero wrote:
KES 4.50 incoming within the week, unless otherwise. Thereafter, KES 3.80 may be revisited, a clear BUY

Am confused! Are you telling people to try catch a falling knife???

d'oh! d'oh! d'oh! Liar Liar Liar

Kigeugeu?

Ningekutusi if you weren't twice my age. When I sold half my KQ holding, I declared it right here at KES 5.50. I still hold KQ, and I am waiting for the post results disappointment to load up massively at KES 3.80. Fair value remains KES 7.52

True... I am crying waiting for my BAT dividend! Drool Drool Drool
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#15802 Posted : Tuesday, March 03, 2026 2:29:59 PM
Rank: Elder


Joined: 6/23/2009
Posts: 14,180
Location: nairobi
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
MaichBlack wrote:
obiero wrote:
KES 4.50 incoming within the week, unless otherwise. Thereafter, KES 3.80 may be revisited, a clear BUY

Am confused! Are you telling people to try catch a falling knife???

d'oh! d'oh! d'oh! Liar Liar Liar

Kigeugeu?

Ningekutusi if you weren't twice my age. When I sold half my KQ holding, I declared it right here at KES 5.50. I still hold KQ, and I am waiting for the post results disappointment to load up massively at KES 3.80. Fair value remains KES 7.52

True... I am crying waiting for my BAT dividend! Drool Drool Drool

Remember me boss

KQ ABP 4.26
MaichBlack
#15803 Posted : Tuesday, March 03, 2026 8:28:37 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,793
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
MaichBlack wrote:
obiero wrote:
KES 4.50 incoming within the week, unless otherwise. Thereafter, KES 3.80 may be revisited, a clear BUY

Am confused! Are you telling people to try catch a falling knife???

d'oh! d'oh! d'oh! Liar Liar Liar

Kigeugeu?

Ningekutusi if you weren't twice my age. When I sold half my KQ holding, I declared it right here at KES 5.50. I still hold KQ, and I am waiting for the post results disappointment to load up massively at KES 3.80. Fair value remains KES 7.52

True... I am crying waiting for my BAT dividend! Drool Drool Drool

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
MaichBlack
#15804 Posted : Tuesday, March 03, 2026 8:54:09 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,793
obiero wrote:
MaichBlack wrote:
Impunity wrote:
obiero wrote:
obiero wrote:
obiero wrote:


Cons to consider in KQ shares
1. No dividend up to 2030 and beyond. Earliest possibly 2032
2. Capitalization is not assured. GoK can fail to secure the funding based on the KQ books, which are not desirable in current state. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest
3. If strategic investment is not secured. Nationalization will be the only other real possibility and the same will lead a share suspension, followed by delisting, with a payout sum to be solely determined by GoK
4. Fly Ethiopia are doing major things at Bole. Times have changed for the Pride of Africa
5. Boeing being the preferred fleet type for KQ, is facing acute supply challenges, with new delivery backlog stretching to 2033. It means the existing fleet will continue to age, and MRO shall be costly
6. Upcoming results announcement in 2 months time shall be a significant loss, which will cause a pull back on the price

High stakes at play. At KES 7.00 ONO, I should offload half of my holdings at 64% ROI

At KES 5.50 I am now offloading partially. My anticipation is that we should see a tumble of about KES 2.50 by end of next month, at which point, I will reload


How many KQ do u own?

You used to keep the data on your footer.

Kiliumana data ika disappear pap!!!

Hehe. The data is still there

Number of shares...
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
obiero
#15805 Posted : Tuesday, March 03, 2026 9:24:30 PM
Rank: Elder


Joined: 6/23/2009
Posts: 14,180
Location: nairobi
MaichBlack wrote:
obiero wrote:
MaichBlack wrote:
Impunity wrote:
obiero wrote:
obiero wrote:
obiero wrote:


Cons to consider in KQ shares
1. No dividend up to 2030 and beyond. Earliest possibly 2032
2. Capitalization is not assured. GoK can fail to secure the funding based on the KQ books, which are not desirable in current state. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest
3. If strategic investment is not secured. Nationalization will be the only other real possibility and the same will lead a share suspension, followed by delisting, with a payout sum to be solely determined by GoK
4. Fly Ethiopia are doing major things at Bole. Times have changed for the Pride of Africa
5. Boeing being the preferred fleet type for KQ, is facing acute supply challenges, with new delivery backlog stretching to 2033. It means the existing fleet will continue to age, and MRO shall be costly
6. Upcoming results announcement in 2 months time shall be a significant loss, which will cause a pull back on the price

High stakes at play. At KES 7.00 ONO, I should offload half of my holdings at 64% ROI

At KES 5.50 I am now offloading partially. My anticipation is that we should see a tumble of about KES 2.50 by end of next month, at which point, I will reload


How many KQ do u own?

You used to keep the data on your footer.

Kiliumana data ika disappear pap!!!

Hehe. The data is still there

Number of shares...

Numerous

KQ ABP 4.26
obiero
#15806 Posted : Wednesday, March 04, 2026 7:19:26 AM
Rank: Elder


Joined: 6/23/2009
Posts: 14,180
Location: nairobi
Be Christlike. Obiero will never leave you, nor forsake you

Cons on KQ shares
1. No dividend up to 2030 and beyond. Earliest possibly 2032
2. Capitalization is not assured. GoK can fail to secure the funding based on the KQ books, which are not desirable in current state. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest
3. If strategic investment is not secured. Nationalization will be the only other real possibility and the same will lead a share suspension, followed by delisting, with a payout sum to be solely determined by GoK
4. Fly Ethiopia are doing major things at Bole. Times have changed for the Pride of Africa
5. Boeing being the preferred fleet type for KQ, is facing acute supply challenges, with new delivery backlog stretching to 2033. It means the existing fleet will continue to age, and MRO shall be costly
6. Upcoming results announcement by 18.03.2026 shall be a significant loss, which will cause a pull back on the price to possibly KES 3.80 level
7. A1 fuel spike is incoming, thus assured reduction in operating margins

Pros on KQ

1. The KQ results, especially at operating loss level as at H1 were not pleasant, but heavy lifting has happened in H2 to stop the bleeding. Now only 1 large bird, the 787 remains out of service. In Jun 2026, the 777 returns from Turkish, and is already being prepped and thereafter recoated with KQ livery
2. It is unlikely, near-impossible for KQ to turn a full year profit in 2025. At very best, expect a KES 12B loss for FY 2025
3. With confirmed stoppage of the Open Offer for minority shareholders, the USD 500,000,000 capital injection is the only critical play left on the KQ share.
4. If you are unable to hold mid-term, say two to three years, you should have sold yesterday or nearest date to yesterday
5. In case you are liquid and able to go long haul, proceed to add new stock/average down at any price below KES 8.68, noting that the KQ share may give you more returns than you ever dreamed about.
6. Watch and learn

KQ ABP 4.26
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