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Kenya Airways...why ignore..
Rank: Elder Joined: 12/4/2009 Posts: 10,834 Location: NAIROBI
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obiero wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:
@Obiero - Of course I would never buy KQ shares but may be finally you should kufa na KQ!
Ndindi Nyoro bought 10,396,251 shares making him the second largest individual shareholder! That nigga don't miss!! Dude does his homework and analysis of companies! He is not a speculator. He must be onto something. New investors or whatever. Personally I don't want to know what it is coz there is no way I am getting caught up and in any case I have a number of stocks lined up to buy as money comes starting with loading up on even more Equity!!
Thika MP has also loaded up but I don't know what his deal is. I am not informed on his investments history and strategy so I will not put much weight on his buying!!
I told you @Obiero. I hope you listened. It would be nice to finally see you winning on KQ. The whole purpose of this forum is to see and where possible help others win and celebrate their wins and also be helped by others to win. ION, you have to give it to Ndindi Nyoro! I cant recall what you told me. The last time I checked you were all about mocking the stock. Watch and learn. In a replica of the 2017 debt conversion tactic, a debt to equity buy price of KES 7 per share has been offered by GoK to KQLC, which they have jointly objected, signalling KES 8.68 minimum https://x.com/i/status/2039734859803836870
Stay in the know.. https://www.businessdail...-jkia-expansion-5456812 Dead on arrival Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 14,409 Location: nairobi
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obiero wrote:Full KQ fleet now up and running. H1 2026 will still be a significant loss, but brighter days are coming  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. 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. A1 fuel spike is incoming, thus assured reduction in operating margins, a depressed H1 2026 is guaranteed Pros on KQ 1. Grounded big birds back in service. In next 10 days, the 777 returns for KQ to serve long haul, a win 2. It is unlikely, near-impossible for KQ to turn a profit in H1 2026, but 2027 should be a profitable year with the Afcon Cup inflows and possible travel stabilization post war 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 COOP, KEGN, MTNU
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Rank: Elder Joined: 12/4/2009 Posts: 10,834 Location: NAIROBI
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obiero wrote:obiero wrote:Full KQ fleet now up and running. H1 2026 will still be a significant loss, but brighter days are coming 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. 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. A1 fuel spike is incoming, thus assured reduction in operating margins, a depressed H1 2026 is guaranteed Pros on KQ 1. Grounded big birds back in service. In next 10 days, the 777 returns for KQ to serve long haul, a win 2. It is unlikely, near-impossible for KQ to turn a profit in H1 2026, but 2027 should be a profitable year with the Afcon Cup inflows and possible travel stabilization post war 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 will give you ulcers Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 14,409 Location: nairobi
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Ericsson wrote:obiero wrote:obiero wrote:Full KQ fleet now up and running. H1 2026 will still be a significant loss, but brighter days are coming 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. 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. A1 fuel spike is incoming, thus assured reduction in operating margins, a depressed H1 2026 is guaranteed Pros on KQ 1. Grounded big birds back in service. In next 10 days, the 777 returns for KQ to serve long haul, a win 2. It is unlikely, near-impossible for KQ to turn a profit in H1 2026, but 2027 should be a profitable year with the Afcon Cup inflows and possible travel stabilization post war 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 will give you ulcers I doubt that. Its actually given me a decent gain, though over a longer time than I wanted. I have set aside KES 15m awaiting KES 3.80 per share, which should happen before August 2026 COOP, KEGN, MTNU
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Rank: Elder Joined: 6/23/2009 Posts: 14,409 Location: nairobi
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obiero wrote:Ericsson wrote:obiero wrote:obiero wrote:Full KQ fleet now up and running. H1 2026 will still be a significant loss, but brighter days are coming 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. 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. A1 fuel spike is incoming, thus assured reduction in operating margins, a depressed H1 2026 is guaranteed Pros on KQ 1. Grounded big birds back in service. In next 10 days, the 777 returns for KQ to serve long haul, a win 2. It is unlikely, near-impossible for KQ to turn a profit in H1 2026, but 2027 should be a profitable year with the Afcon Cup inflows and possible travel stabilization post war 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 will give you ulcers I doubt that. Its actually given me a decent gain, though over a longer time than I wanted. I have set aside KES 15m awaiting KES 3.80 per share, which should happen before August 2026 KES 8.9B H1 loss before tax incoming. Put on your seatbelts. Crash landing to KES 3.80 is imminent COOP, KEGN, MTNU
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Rank: Elder Joined: 6/23/2009 Posts: 14,409 Location: nairobi
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obiero wrote:Ericsson wrote:obiero wrote:obiero wrote:Full KQ fleet now up and running. H1 2026 will still be a significant loss, but brighter days are coming 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. 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. A1 fuel spike is incoming, thus assured reduction in operating margins, a depressed H1 2026 is guaranteed Pros on KQ 1. Grounded big birds back in service. In next 10 days, the 777 returns for KQ to serve long haul, a win 2. It is unlikely, near-impossible for KQ to turn a profit in H1 2026, but 2027 should be a profitable year with the Afcon Cup inflows and possible travel stabilization post war 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 will give you ulcers I doubt that. Its actually given me a decent gain, though over a longer time than I wanted. I have set aside KES 15m awaiting KES 3.80 per share, which should happen before August 2026 KES 8.9B H1 loss before tax incoming. Put on your seatbelts. Crash landing to KES 3.80 is imminent COOP, KEGN, MTNU
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Rank: Elder Joined: 6/23/2009 Posts: 14,409 Location: nairobi
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obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:obiero wrote:Full KQ fleet now up and running. H1 2026 will still be a significant loss, but brighter days are coming 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. 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. A1 fuel spike is incoming, thus assured reduction in operating margins, a depressed H1 2026 is guaranteed Pros on KQ 1. Grounded big birds back in service. In next 10 days, the 777 returns for KQ to serve long haul, a win 2. It is unlikely, near-impossible for KQ to turn a profit in H1 2026, but 2027 should be a profitable year with the Afcon Cup inflows and possible travel stabilization post war 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 will give you ulcers I doubt that. Its actually given me a decent gain, though over a longer time than I wanted. I have set aside KES 15m awaiting KES 3.80 per share, which should happen before August 2026 KES 8.9B H1 loss before tax incoming. Put on your seatbelts. Crash landing to KES 3.80 is imminent Having KES 15m at hand awaiting the dip to circa KES 3.80. Shoot first ask questions last. I speak in code COOP, KEGN, MTNU
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Rank: Elder Joined: 7/22/2009 Posts: 7,971
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obiero wrote:MaichBlack wrote:obiero wrote:Just did the unthinkable. Meanwhile, looking at a one week horizon to possibly dispose COOP holding of KES 4.3m to load up on KQ. @VVS continue to place me in your prayers, especially noting that I owe you KES 10,000 @Obiero - You sold in August. Prices were 18/= - 20/=! Stop day dreaming!! You want me to upload my CDS statement? And then again, what was my ABP for COOP since you are heavily invested on my trades? In trading, one only needs to obtain their target exit price, I am not @VVS, Ben Graham, Charlie Munger nor Warren Buffet. Go through wazua and you will note that I have held and flipped multiple counters in KE, UG, RW and Nigeria. SCOM, KNRE, KEGN, KCB, IMH, COOP, BKG, HF, NCBA, BLR.RW, MTN.UG, SBIC.UG, WTK, ZENITH.NGR. None sold below 10% gain, and several above 90% ROI, max being 235%. Finally, since this is the right thread, you will note that I have been averaging down on KQ from previous highs of KES 21 to current ABP of KES 4.26, where my current position represents a dip of only 9% to its last traded price. Dont count my money 😆 @Obiero - You sold Coop last year August when it was going for 18/= at a total of 4.3m/=. Today the share is at 38.50. Add 2.5 total divends and you get 41/=. Your shares would now be worth 41 / 18 × 4.3m = 9.79 m if you did NOTHUNG!!! And to imagine you took that money to KQ which was trading at 5.58/= at the time then the price dropped drastically after they announced a 12.1 billion half year net loss end of August just makes the issue waaaay worse. The 4.3m probably became 3m instead of 9.79m!!! You say you are not @VVS, Charlie Munger, Warren Buffet et. al... Clearly! No argument there!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 7/22/2009 Posts: 7,971
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MaichBlack wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:Just did the unthinkable. Meanwhile, looking at a one week horizon to possibly dispose COOP holding of KES 4.3m to load up on KQ. @VVS continue to place me in your prayers, especially noting that I owe you KES 10,000 Whaaat? You want to sell dividend-paying Coop, in which its CEO owns a nice stake, to buy loss-making KQ in which the CEO earns millions but has no significant stake?  I am lost for words!!! "Throwing good money after bad" comes to mind. But wacha mimi ni ngangane na hali yangu. @Obiero... @VVS and myself couldn't believe it!!! One year later... The reason is evident... Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 6/23/2009 Posts: 14,409 Location: nairobi
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MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:Just did the unthinkable. Meanwhile, looking at a one week horizon to possibly dispose COOP holding of KES 4.3m to load up on KQ. @VVS continue to place me in your prayers, especially noting that I owe you KES 10,000 @Obiero - You sold in August. Prices were 18/= - 20/=! Stop day dreaming!! You want me to upload my CDS statement? And then again, what was my ABP for COOP since you are heavily invested on my trades? In trading, one only needs to obtain their target exit price, I am not @VVS, Ben Graham, Charlie Munger nor Warren Buffet. Go through wazua and you will note that I have held and flipped multiple counters in KE, UG, RW and Nigeria. SCOM, KNRE, KEGN, KCB, IMH, COOP, BKG, HF, NCBA, BLR.RW, MTN.UG, SBIC.UG, WTK, ZENITH.NGR. None sold below 10% gain, and several above 90% ROI, max being 235%. Finally, since this is the right thread, you will note that I have been averaging down on KQ from previous highs of KES 21 to current ABP of KES 4.26, where my current position represents a dip of only 9% to its last traded price. Dont count my money 😆 @Obiero - You sold Coop last year August when it was going for 18/= at a total of 4.3m/=. Today the share is at 38.50. Add 2.5 total divends and you get 41/=. Your shares would now be worth 41 / 18 × 4.3m = 9.79 m if you did NOTHUNG!!! And to imagine you took that money to KQ which was trading at 5.58/= at the time then the price dropped drastically after they announced a 12.1 billion half year net loss end of August just makes the issue waaaay worse. The 4.3m probably became 3m instead of 9.79m!!! You say you are not @VVS, Charlie Munger, Warren Buffet et. al... Clearly! No argument there!!! I think you are using a faulty app since KQ actually traded above KES 8.60 this year. However, it is good that you are obsessed with my trades. Watch and learn COOP, KEGN, MTNU
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