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Kenya Airways...why ignore..
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Ericsson
#10361 Posted : Tuesday, July 10, 2018 5:48:24 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
maka wrote:
obiero wrote:
Word is out. The KAA and KQ merger could see the share trade at highs of up to KES 30 per share, with definite return to profitability by end year through basic accounting.. MJ using all his wit to ensure closure of the deal before November 2018. Open Offer to proceed in Q1 2019 at unprecedented discount. The mother of all rallies is on the horizon. Thank me later



Impossible...

Hi there party pooper šŸ˜


Open offer hamna. KQLC won't agree

Tukutane hapa Q1 2019, hii kitu haihusu KQLC and it is actually to their benefit for the share to be tradable.. The KQ share has not been trading for over 9 months now. Incase the majority owners do not embrace the Open Offer, KQ share will remain depressed adinfinitum

Why would KQLC want their stake (30%?) diluted?
Why would KQLC want others to pay LESS than what they did for their shares in KQ? [Itā€™s like ARM shares to non-strategic investors who add no value at 3/- when I paid 3.70 ... ]
KQ shares are tradable. I read that they even sold some. I think I&M was one of the beneficiaries of the sale of KQ Shares via KQLC.

Anyway, good luck! I am also in a turnaround penny stock aka ARM

Nothing like trading going on with the KQ stock since restructuring.. Danganya toto


GoK and KQLC are happy with the current situation. KQLC at the current price or even at 12 can offload their stake to a strategic investor and they would have recovered their money plus interest
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#10362 Posted : Tuesday, July 10, 2018 6:25:13 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
maka wrote:
obiero wrote:
Word is out. The KAA and KQ merger could see the share trade at highs of up to KES 30 per share, with definite return to profitability by end year through basic accounting.. MJ using all his wit to ensure closure of the deal before November 2018. Open Offer to proceed in Q1 2019 at unprecedented discount. The mother of all rallies is on the horizon. Thank me later



Impossible...

Hi there party pooper šŸ˜


Open offer hamna. KQLC won't agree

Tukutane hapa Q1 2019, hii kitu haihusu KQLC and it is actually to their benefit for the share to be tradable.. The KQ share has not been trading for over 9 months now. Incase the majority owners do not embrace the Open Offer, KQ share will remain depressed adinfinitum

Why would KQLC want their stake (30%?) diluted?
Why would KQLC want others to pay LESS than what they did for their shares in KQ? [Itā€™s like ARM shares to non-strategic investors who add no value at 3/- when I paid 3.70 ... ]
KQ shares are tradable. I read that they even sold some. I think I&M was one of the beneficiaries of the sale of KQ Shares via KQLC.

Anyway, good luck! I am also in a turnaround penny stock aka ARM

Nothing like trading going on with the KQ stock since restructuring.. Danganya toto


GoK and KQLC are happy with the current situation. KQLC at the current price or even at 12 can offload their stake to a strategic investor and they would have recovered their money plus interest

It will be difficult to get such an opportunity without accompanying market movement.. So a strategic buyer gets in at KES 10.7 and then? Even MJ last week said that he would prefer that the share was not at the NSE! Check out from 1:04 https://youtu.be/25hHapFaGoY

KQ ABP 4.26
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  | | Edit by user: Tuesday, July 10, 2018 6:29 AM | Reason: Not specified
ArrestedDev
#10363 Posted : Tuesday, July 10, 2018 7:17:58 AM
Rank: Member

Joined: 5/29/2016
Posts: 898
Location: Nairobi
obiero wrote:
Jibabe wrote:
Must have been appointed to acting position last November by CEO.
Have the the ā€œConsultantsā€ left or they been given work permits...... for precisely what and at what cost.Or they are ones taking the vacated positions.
Hope another McKinsey is not cooking

It's not.. Be easy


@maka, I thought the Polish consultants already left Kenya?

One of the reasons the head of finance and legal had to leave is because of the Mckinsey Contract. They slept on the job, such a contract which did not take into consideration the interest of the Company should not have been executed.
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Ericsson
#10364 Posted : Tuesday, July 10, 2018 7:20:18 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
obiero wrote:
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
maka wrote:
[quote=obiero]Word is out. The KAA and KQ merger could see the share trade at highs of up to KES 30 per share, with definite return to profitability by end year through basic accounting.. MJ using all his wit to ensure closure of the deal before November 2018. Open Offer to proceed in Q1 2019 at unprecedented discount. The mother of all rallies is on the horizon. Thank me later



Impossible...

Hi there party pooper šŸ˜


Open offer hamna. KQLC won't agree

Tukutane hapa Q1 2019, hii kitu haihusu KQLC and it is actually to their benefit for the share to be tradable.. The KQ share has not been trading for over 9 months now. Incase the majority owners do not embrace the Open Offer, KQ share will remain depressed adinfinitum

Why would KQLC want their stake (30%?) diluted?
Why would KQLC want others to pay LESS than what they did for their shares in KQ? [Itā€™s like ARM shares to non-strategic investors who add no value at 3/- when I paid 3.70 ... ]
KQ shares are tradable. I read that they even sold some. I think I&M was one of the beneficiaries of the sale of KQ Shares via KQLC.

Anyway, good luck! I am also in a turnaround penny stock aka ARM

Nothing like trading going on with the KQ stock since restructuring.. Danganya toto


GoK and KQLC are happy with the current situation. KQLC at the current price or even at 12 can offload their stake to a strategic investor and they would have recovered their money plus interest

It will be difficult to get such an opportunity without accompanying market movement.. So a strategic buyer gets in at KES 10.7 and then? Even MJ last week said that he would prefer that the share was not at the NSE! Check out from 1:04 https://youtu.be/25hHapFaGoY[/quote]

That means MJ doesn't want the likes of you owning shares in kq at the NSE.
According to him KQ should be GOK, KQLC and KLM
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#10365 Posted : Tuesday, July 10, 2018 7:52:18 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Ericsson wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
maka wrote:
obiero wrote:
Word is out. The KAA and KQ merger could see the share trade at highs of up to KES 30 per share, with definite return to profitability by end year through basic accounting.. MJ using all his wit to ensure closure of the deal before November 2018. Open Offer to proceed in Q1 2019 at unprecedented discount. The mother of all rallies is on the horizon. Thank me later



Impossible...

Hi there party pooper šŸ˜


Open offer hamna. KQLC won't agree

Tukutane hapa Q1 2019, hii kitu haihusu KQLC and it is actually to their benefit for the share to be tradable.. The KQ share has not been trading for over 9 months now. Incase the majority owners do not embrace the Open Offer, KQ share will remain depressed adinfinitum

Why would KQLC want their stake (30%?) diluted?
Why would KQLC want others to pay LESS than what they did for their shares in KQ? [Itā€™s like ARM shares to non-strategic investors who add no value at 3/- when I paid 3.70 ... ]
KQ shares are tradable. I read that they even sold some. I think I&M was one of the beneficiaries of the sale of KQ Shares via KQLC.

Anyway, good luck! I am also in a turnaround penny stock aka ARM

Nothing like trading going on with the KQ stock since restructuring.. Danganya toto


GoK and KQLC are happy with the current situation. KQLC at the current price or even at 12 can offload their stake to a strategic investor and they would have recovered their money plus interest

It will be difficult to get such an opportunity without accompanying market movement.. So a strategic buyer gets in at KES 10.7 and then? Even MJ last week said that he would prefer that the share was not at the NSE! Check out from 1:04 https://youtu.be/25hHapFaGoY


That means MJ doesn't want the likes of you owning shares in kq at the NSE.
According to him KQ should be GOK, KQLC and KLM

Quite strange that he actually said it and for emphasis repeated twice that he wanted KLM to hold significant shareholding

KQ ABP 4.26
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  | | Edit by user: Tuesday, July 10, 2018 9:06 AM | Reason: Not specified
VituVingiSana
#10366 Posted : Tuesday, July 10, 2018 9:52:41 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
ArrestedDev wrote:
obiero wrote:
Jibabe wrote:
Must have been appointed to acting position last November by CEO.
Have the the ā€œConsultantsā€ left or they been given work permits...... for precisely what and at what cost.Or they are ones taking the vacated positions.
Hope another McKinsey is not cooking

It's not.. Be easy


@maka, I thought the Polish consultants already left Kenya?

One of the reasons the head of finance and legal had to leave is because of the Mckinsey Contract. They slept on the job, such a contract which did not take into consideration the interest of the Company should not have been executed.

Everybody but the shareholders made money off KQ
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#10367 Posted : Tuesday, July 10, 2018 10:03:08 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Ericsson wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
maka wrote:
obiero wrote:
Word is out. The KAA and KQ merger could see the share trade at highs of up to KES 30 per share, with definite return to profitability by end year through basic accounting.. MJ using all his wit to ensure closure of the deal before November 2018. Open Offer to proceed in Q1 2019 at unprecedented discount. The mother of all rallies is on the horizon. Thank me later



Impossible...

Hi there party pooper šŸ˜


Open offer hamna. KQLC won't agree

Tukutane hapa Q1 2019, hii kitu haihusu KQLC and it is actually to their benefit for the share to be tradable.. The KQ share has not been trading for over 9 months now. Incase the majority owners do not embrace the Open Offer, KQ share will remain depressed adinfinitum

Why would KQLC want their stake (30%?) diluted?
Why would KQLC want others to pay LESS than what they did for their shares in KQ? [Itā€™s like ARM shares to non-strategic investors who add no value at 3/- when I paid 3.70 ... ]
KQ shares are tradable. I read that they even sold some. I think I&M was one of the beneficiaries of the sale of KQ Shares via KQLC.

Anyway, good luck! I am also in a turnaround penny stock aka ARM

Nothing like trading going on with the KQ stock since restructuring.. Danganya toto


GoK and KQLC are happy with the current situation. KQLC at the current price or even at 12 can offload their stake to a strategic investor and they would have recovered their money plus interest

It will be difficult to get such an opportunity without accompanying market movement.. So a strategic buyer gets in at KES 10.7 and then? Even MJ last week said that he would prefer that the share was not at the NSE! Check out from 1:04 https://youtu.be/25hHapFaGoY


That means MJ doesn't want the likes of you owning shares in kq at the NSE.
According to him KQ should be GOK, KQLC and KLM
Who wants to deal with Minority Shareholders who canā€™t contribute meaningfully to a company yet cost a lot in terms of governance i.e. AGM, goodies, etc
You made a good point which some refuse to accept that KQLC has no reason to dilute their shareholding by selling shares to non-strategic investors at less than 10/-.

ā€œMarket Movementsā€ are irrelevant to Strategic Investors. They look at the NAV, growth, strategic fit, etc.

I am in ARM and I concede a Strategic Investor would be more interested in debt, assets, licenses, plants, obligations, liabilities, etc rather than what the share trades at.

Good luck to Minority Shareholders in KQ. I hope KQ does well and KQLC can sell its shares at a profit! And individual banks get paid their loans!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Fyatu
#10368 Posted : Tuesday, July 10, 2018 11:04:27 AM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
In the spirit of wazua of informing, i bring to your attention a recent interview by KQ CEO....This guy Mikosz introduces a new way of thinking(yaani hiyo ya GDP)

https://www.cnbcafrica.com/videos/2018/07/03/kenya-airways-sebastian-mikosz-outlines-africa-expansion-plans/
Dumb money becomes dumb only when it listens to smart money
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ArrestedDev
#10369 Posted : Tuesday, July 10, 2018 6:02:06 PM
Rank: Member

Joined: 5/29/2016
Posts: 898
Location: Nairobi
Fyatu wrote:
In the spirit of wazua of informing, i bring to your attention a recent interview by KQ CEO....This guy Mikosz introduces a new way of thinking(yaani hiyo ya GDP)

https://www.cnbcafrica.com/videos/2018/07/03/kenya-airways-sebastian-mikosz-outlines-africa-expansion-plans/


This is the full version of what @Obiero posted. Easy to tell the difference between him and Ngunze.

He clearly indicates he is going to reverse poor decisions taken in the recent past. I am very happy he is taking back the subleased aircrafts and already committed that there is no further sale of assets.
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obiero
#10370 Posted : Tuesday, July 10, 2018 10:16:42 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
ArrestedDev wrote:
Fyatu wrote:
In the spirit of wazua of informing, i bring to your attention a recent interview by KQ CEO....This guy Mikosz introduces a new way of thinking(yaani hiyo ya GDP)

https://www.cnbcafrica.com/videos/2018/07/03/kenya-airways-sebastian-mikosz-outlines-africa-expansion-plans/


This is the full version of what @Obiero posted. Easy to tell the difference between him and Ngunze.

He clearly indicates he is going to reverse poor decisions taken in the recent past. I am very happy he is taking back the subleased aircrafts and already committed that there is no further sale of assets.

He also states that the turnaround didn't start with him.. Tusubiri tie up ya KAA. KES 30 is likely to print and minority shareholders are likely to be bought off based on the board and management open sentiments. At KES 25, I exit

KQ ABP 4.26
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  | | Edit by user: Tuesday, July 10, 2018 10:17 PM | Reason: Not specified
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