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Kenya Airways...why ignore..
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VituVingiSana
#12571 Posted : Friday, May 17, 2019 7:43:02 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
obiero wrote:
5,823,588,269 issued KQ shares and only 17,000 traded today..

What's the float which excludes Treasury, KQLC and KLM. Does IFC have shares in KQ?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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obiero
#12572 Posted : Friday, May 17, 2019 8:40:30 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,220
Location: nairobi
VituVingiSana wrote:
obiero wrote:
5,823,588,269 issued KQ shares and only 17,000 traded today..

What's the float which excludes Treasury, KQLC and KLM. Does IFC have shares in KQ?


KQ ABP 4.26
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VituVingiSana
#12573 Posted : Friday, May 17, 2019 8:45:11 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
5,823,588,269 issued KQ shares and only 17,000 traded today..

What's the float which excludes Treasury, KQLC and KLM. Does IFC have shares in KQ?


Interesting. So only 2.8% is "float"?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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FUNKY
#12574 Posted : Friday, May 17, 2019 8:56:50 PM
Rank: Veteran

Joined: 4/30/2010
Posts: 1,635
As long as Michael Joseph is there KQ will and will turnaround....the mess left behind Titus naikuni and company will take some time to clear
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obiero
#12575 Posted : Friday, May 17, 2019 9:05:26 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,220
Location: nairobi
FUNKY wrote:
As long as Michael Joseph is there KQ will and will turnaround....the mess left behind Titus naikuni and company will take some time to clear

It's a guarantee that the current team shall turn KQ around.. Just a little patience is required

KQ ABP 4.26
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Jibabe
#12576 Posted : Saturday, May 18, 2019 9:26:07 AM
Rank: Member

Joined: 6/25/2009
Posts: 41
Business agenda 5(c) makes me worried and ready sceptical 🤨
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mwekez@ji
#12577 Posted : Saturday, May 18, 2019 10:45:26 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
VituVingiSana wrote:
the deal wrote:
VituVingiSana wrote:
the deal wrote:
VituVingiSana wrote:
the deal wrote:
Speculative BUY as it tanks lower....Kenyan government will come in at some point...
Are you putting your money where your mouth is?

Yes watching supply levels...I want start to with 1 Million shares...
What are you looking at as your maximum entry price?


Between Ksh2.5-4.5...do you know anyone willing to sell a block at that price range?
No, I sold out years ago but try the bigger brokers like Kestrel, SBG, etc who deal with the larger clients. I will let you know if I come across a seller.

@the deal, only 12 shareholders have over 1M shares
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nairobby
#12578 Posted : Saturday, May 18, 2019 11:05:33 AM
Rank: Member

Joined: 1/18/2019
Posts: 185
Location: kenya
Until operational costs are addressed there is no progress being made.

MJ mentioned they started hedging, this was for up to which period? If they started in Q4 2018 then that was a wise move. They spent 10b more on fuel in 2018 yikes.

The finance costs are much lower than I expected. Their long term borrowings have an effective interest rate of 4.26%.

They spent 14b on Aircraft landing, handling & navigation? Is that the norm? Seems so high to me. Almost double what they spend on maintenance.

I am hoping Mikosz's strategies will pay off. I support the network expansion to increase revenues but I still wouldn't buy KQ shares. It's best if they delist it and let the turnaround continue outside the market.
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obiero
#12579 Posted : Saturday, May 18, 2019 3:02:13 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,220
Location: nairobi
nairobby wrote:
Until operational costs are addressed there is no progress being made.

MJ mentioned they started hedging, this was for up to which period? If they started in Q4 2018 then that was a wise move. They spent 10b more on fuel in 2018 yikes.

The finance costs are much lower than I expected. Their long term borrowings have an effective interest rate of 4.26%.

They spent 14b on Aircraft landing, handling & navigation? Is that the norm? Seems so high to me. Almost double what they spend on maintenance.

I am hoping Mikosz's strategies will pay off. I support the network expansion to increase revenues but I still wouldn't buy KQ shares. It's best if they delist it and let the turnaround continue outside the market.

KQ fortunes are tied to the exchange.. Taxpayers have carried enough a load and KQLC will need an avenue to easily offload their holdings. Remember Kenol Kobil is out, ARM out, NBK outgoing. ATLAS, DEACONS, FTG, HAFR, KURWITU should have never been in.. NSE is dying!

KQ ABP 4.26
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obiero
#12580 Posted : Saturday, May 18, 2019 5:03:18 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,220
Location: nairobi
Let me leave this here https://www.theeastafric...15728-x8pmalz/index.html

KQ ABP 4.26
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