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Kenya Airways...why ignore..
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:Musimo wrote:Two quick ones.
1. Government says they might look to buy back KQ and make it majority government owned shares-wise, KAA is government owned through and through. What would happen if KAA 'decided' to own shares in KQ, then give them 'preferential' treatment at all KAA airports (Read JKIA, MIA) KQ flies to, would this serve the same purpose as the proposed SPV KQ is targetting with KAA on JKIA (maybe MIA), in return for KQ making JKIA their hub (though KQ have no option on this)?
2. Why hasnt KQ gone out to revive/start cargo? most routes within the continent rely on cargo going out to European airports before it is flown back to the continent, that would be a fabulous starting point for them to commence and grow their cargo wing. Most airlines the would over sometimes rely on the cargo business to keep them going when the going gets tough, why not KQ? Interpretition = Taxpayers money will be used to buy off the bankers who own 38% of KQ. Unlikely. Remember that there is the Mandatory Convert plus GoK guarantee for all future lending to KQ. It will benefit a bank more to remain as a shareholder No banker is interested in ownership equity. Take that to the bank. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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sparkly wrote:obiero wrote:sparkly wrote:Musimo wrote:Two quick ones.
1. Government says they might look to buy back KQ and make it majority government owned shares-wise, KAA is government owned through and through. What would happen if KAA 'decided' to own shares in KQ, then give them 'preferential' treatment at all KAA airports (Read JKIA, MIA) KQ flies to, would this serve the same purpose as the proposed SPV KQ is targetting with KAA on JKIA (maybe MIA), in return for KQ making JKIA their hub (though KQ have no option on this)?
2. Why hasnt KQ gone out to revive/start cargo? most routes within the continent rely on cargo going out to European airports before it is flown back to the continent, that would be a fabulous starting point for them to commence and grow their cargo wing. Most airlines the would over sometimes rely on the cargo business to keep them going when the going gets tough, why not KQ? Interpretition = Taxpayers money will be used to buy off the bankers who own 38% of KQ. Unlikely. Remember that there is the Mandatory Convert plus GoK guarantee for all future lending to KQ. It will benefit a bank more to remain as a shareholder No banker is interested in ownership equity. Take that to the bank. That's not what MOO said upon taking up his board seat last year at KQ.. YouTube it. Remember its only JBB that didn't opt for KQLC membership.. 11 other banks joined the shareholders list with 10 year gestational period. Also remember that the conversion price was KES 2.13 * 4 hence they cannot sell below KES 8.52.. Simple logic
KQ ABP 4.26
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:Musimo wrote:Two quick ones.
1. Government says they might look to buy back KQ and make it majority government owned shares-wise, KAA is government owned through and through. What would happen if KAA 'decided' to own shares in KQ, then give them 'preferential' treatment at all KAA airports (Read JKIA, MIA) KQ flies to, would this serve the same purpose as the proposed SPV KQ is targetting with KAA on JKIA (maybe MIA), in return for KQ making JKIA their hub (though KQ have no option on this)?
2. Why hasnt KQ gone out to revive/start cargo? most routes within the continent rely on cargo going out to European airports before it is flown back to the continent, that would be a fabulous starting point for them to commence and grow their cargo wing. Most airlines the would over sometimes rely on the cargo business to keep them going when the going gets tough, why not KQ? Interpretition = Taxpayers money will be used to buy off the bankers who own 38% of KQ. Unlikely. Remember that there is the Mandatory Convert plus GoK guarantee for all future lending to KQ. It will benefit a bank more to remain as a shareholder No banker is interested in ownership equity. Take that to the bank. That's not what MOO said upon taking up his board seat last year at KQ.. YouTube it. Remember its only JBB that didn't opt for KQLC membership.. 11 other banks joined the shareholders list with 10 year gestational period. Also remember that the conversion price was KES 2.13 * 4 hence they cannot sell below KES 8.52.. Simple logic Simple logic indeed but Common Sense says that faced with a technically insolvent KQ, with their debt subordinated to the Aircraft Leases, and unable to distress against GOK, the Local Bankers' hand was forced. Life is short. Live passionately.
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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sparkly wrote:obiero wrote:sparkly wrote:Musimo wrote:Two quick ones.
1. Government says they might look to buy back KQ and make it majority government owned shares-wise, KAA is government owned through and through. What would happen if KAA 'decided' to own shares in KQ, then give them 'preferential' treatment at all KAA airports (Read JKIA, MIA) KQ flies to, would this serve the same purpose as the proposed SPV KQ is targetting with KAA on JKIA (maybe MIA), in return for KQ making JKIA their hub (though KQ have no option on this)?
2. Why hasnt KQ gone out to revive/start cargo? most routes within the continent rely on cargo going out to European airports before it is flown back to the continent, that would be a fabulous starting point for them to commence and grow their cargo wing. Most airlines the would over sometimes rely on the cargo business to keep them going when the going gets tough, why not KQ? Interpretition = Taxpayers money will be used to buy off the bankers who own 38% of KQ. Unlikely. Remember that there is the Mandatory Convert plus GoK guarantee for all future lending to KQ. It will benefit a bank more to remain as a shareholder No banker is interested in ownership equity. Take that to the bank. QLC IS A FORCED MARRIAGE. THEY ARE IN IT FOR THE SAKE OF THE CHILDREN, WHAT DID I JUST SAY. ,Behold, a sower went forth to sow;....
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:Musimo wrote:Two quick ones.
1. Government says they might look to buy back KQ and make it majority government owned shares-wise, KAA is government owned through and through. What would happen if KAA 'decided' to own shares in KQ, then give them 'preferential' treatment at all KAA airports (Read JKIA, MIA) KQ flies to, would this serve the same purpose as the proposed SPV KQ is targetting with KAA on JKIA (maybe MIA), in return for KQ making JKIA their hub (though KQ have no option on this)?
2. Why hasnt KQ gone out to revive/start cargo? most routes within the continent rely on cargo going out to European airports before it is flown back to the continent, that would be a fabulous starting point for them to commence and grow their cargo wing. Most airlines the would over sometimes rely on the cargo business to keep them going when the going gets tough, why not KQ? Interpretition = Taxpayers money will be used to buy off the bankers who own 38% of KQ. Unlikely. Remember that there is the Mandatory Convert plus GoK guarantee for all future lending to KQ. It will benefit a bank more to remain as a shareholder No banker is interested in ownership equity. Take that to the bank. That's not what MOO said upon taking up his board seat last year at KQ.. YouTube it. Remember its only JBB that didn't opt for KQLC membership.. 11 other banks joined the shareholders list with 10 year gestational period. Also remember that the conversion price was KES 2.13 * 4 hence they cannot sell below KES 8.52.. Simple logic Simple logic indeed but Common Sense says that faced with a technically insolvent KQ, with their debt subordinated to the Aircraft Leases, and unable to distress against GOK, the Local Bankers' hand was forced. The banks will be crucial to the recovery efforts of KQ.. Future restructuring especially tenor renegotiations will definitely be a win-win
KQ ABP 4.26
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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Let's see how wrong "experienced NSE investors" can be. I'll use bitcoin, which an elder has called takataka some time back, while strongly vouching for KQ.
As of 16th March 2019,
KQ price per share: Sh. 5.56
BTC price: $3984
Will compare percentage increase/decrease after a year.
My opinion for the minority shareholders trapped in KQ: You can sell, take the loss, and plough all that cash into some BTC. It will recoup your costs, and earn you a tidy profit.
Plus let's face it-at this point KQ is just frustrating y'all (yes, even more than those in BTC with its wild price swings). So many blindspots, hidden players calling the shots, still in loss territory, and minority shareholders not knowing who is looking out for their interests.
But am not a prophet, so let's check back in a year.
Ni hayo tu kwa sasa.
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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rwitre wrote:Let's see how wrong "experienced NSE investors" can be. I'll use bitcoin, which an elder has called takataka some time back, while strongly vouching for KQ.
As of 16th March 2019,
KQ price per share: Sh. 5.56
BTC price: $3984
Will compare percentage increase/decrease after a year.
My opinion for the minority shareholders trapped in KQ: You can sell, take the loss, and plough all that cash into some BTC. It will recoup your costs, and earn you a tidy profit.
Plus let's face it-at this point KQ is just frustrating y'all (yes, even more than those in BTC with its wild price swings). So many blindspots, hidden players calling the shots, still in loss territory, and minority shareholders not knowing who is looking out for their interests.
But am not a prophet, so let's check back in a year.
Ni hayo tu kwa sasa. Wewe I bet you 10,000 taslim. KQ will touch KES 15 before mid next year
KQ ABP 4.26
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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rwitre wrote:Let's see how wrong "experienced NSE investors" can be. I'll use bitcoin, which an elder has called takataka some time back, while strongly vouching for KQ.
As of 16th March 2019,
KQ price per share: Sh. 5.56
BTC price: $3984
Will compare percentage increase/decrease after a year.
My opinion for the minority shareholders trapped in KQ: You can sell, take the loss, and plough all that cash into some BTC. It will recoup your costs, and earn you a tidy profit.
Plus let's face it-at this point KQ is just frustrating y'all (yes, even more than those in BTC with its wild price swings). So many blindspots, hidden players calling the shots, still in loss territory, and minority shareholders not knowing who is looking out for their interests.
But am not a prophet, so let's check back in a year.
Ni hayo tu kwa sasa. KQ flies passengers and cargo all over the world, employs hundreds directly and thousands indirectly, pays billions in taxes to GOK. What does bitcoin do? Life is short. Live passionately.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:rwitre wrote:Let's see how wrong "experienced NSE investors" can be. I'll use bitcoin, which an elder has called takataka some time back, while strongly vouching for KQ.
As of 16th March 2019,
KQ price per share: Sh. 5.56
BTC price: $3984
Will compare percentage increase/decrease after a year.
My opinion for the minority shareholders trapped in KQ: You can sell, take the loss, and plough all that cash into some BTC. It will recoup your costs, and earn you a tidy profit.
Plus let's face it-at this point KQ is just frustrating y'all (yes, even more than those in BTC with its wild price swings). So many blindspots, hidden players calling the shots, still in loss territory, and minority shareholders not knowing who is looking out for their interests.
But am not a prophet, so let's check back in a year.
Ni hayo tu kwa sasa. Wewe I bet you 10,000 taslim. KQ will touch KES 15 before mid next year KQ must takeover JKIA or die https://www.theeastafric...558-15dhd7kz/index.html
Best to let it die, start off with a clean JamboJet Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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@sparkly - Why do you want to hurt someone's feelings? “There is actually no way KQ can be profitable in its current state. I don’t know how to do that,” Mr Mikosz said. “The pilots are overpaid and the workforce bloated, bleeding the airline to death,” he said. In Mr Makosz's view, KQ should be delisted from the Nairobi Securities Exchange to facilitate a quieter turnaround away from the noise of minority shareholders. Mr Mikosz took a swipe at his predecessors Titus Naikuni and Mbuvi Ngunze, for bringing KQ to its current predicament. Problems were compounded in 2017 when the airline was forced into a bad restructuring programme. https://www.theeastafric...8558-15dhd7kz/index.htmlGreedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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