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How to tell NSE has bottomed out
Ericsson
#5691 Posted : Sunday, March 22, 2026 11:48:11 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
obiero wrote:
VituVingiSana wrote:
wukan wrote:


2 more weeks of this and we start to see bad thingsPray on the macros

Sad Sad Sad This is going to hurt us.

Firms like Total need fuel to sell!
Firms like Williamson/Kakuzi/Kapchorua need markets like Iran to sell tea to.
Firms like CARB need fuel to export CO2.
Firms like Unga need fuel to distribute unga.
Firms like FTGH need LPG to make tanks.

KQ needs to move passengers into and out of the gulf


Using what
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
obiero
#5692 Posted : Sunday, March 22, 2026 6:06:38 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,220
Location: nairobi
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
wukan wrote:


2 more weeks of this and we start to see bad thingsPray on the macros

Sad Sad Sad This is going to hurt us.

Firms like Total need fuel to sell!
Firms like Williamson/Kakuzi/Kapchorua need markets like Iran to sell tea to.
Firms like CARB need fuel to export CO2.
Firms like Unga need fuel to distribute unga.
Firms like FTGH need LPG to make tanks.

KQ needs to move passengers into and out of the gulf


Using what

Was pointing out that KQ is also in a mess

KQ ABP 4.26
VituVingiSana
#5693 Posted : Sunday, March 22, 2026 8:41:04 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
wukan wrote:


2 more weeks of this and we start to see bad thingsPray on the macros

Sad Sad Sad This is going to hurt us.

Firms like Total need fuel to sell!
Firms like Williamson/Kakuzi/Kapchorua need markets like Iran to sell tea to.
Firms like CARB need fuel to export CO2.
Firms like Unga need fuel to distribute unga.
Firms like FTGH need LPG to make tanks.

KQ needs to move passengers into and out of the gulf


Using what
Normally, I would make fun of KQ and @Obiero but this is not KQ's making. Even though KQ can command higher fares to most of its destinations where Emirates, Etihad, Qatar competed with KQ, the cost and availability of fuel (& planes) will be a problem.

There was an article that Ethiopian, with many more planes, will see an increase in turnover but even they will face issues with fuel.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
570 Pages«<568569570
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