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Kenya Airways...why ignore..
Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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Cde Monomotapa wrote:@vvs you should have dropped your signature by now. Welcome back @CDE. How is ROAR performing as per the indicative cartoonist charts? I can see from my vantage point an increased competition between ROAR and MEMBER on who will hit below 40 first before of week. Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Chief Joined: 1/3/2007 Posts: 18,223 Location: Nairobi
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Boris Boyka wrote: Cde Monomotapa wrote:@vvs you should have dropped your signature by now. Talk of @VVS preaching water and drinking wine. Quote:Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett  I'll buy KQ when Warren Buffett comes to me in a dream and says buy KQ. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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@vvs keep rocking! I've always recommended farming for those finance is too dynamic. Thanks for contributing to disinflation via Unga btw.
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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@ sniper I practically disagree with you on ur loosing Money mantra. If the word loose means separating, then a wise investor should loose Money for a worthy investment venture. The problem lies within the unsaid word inside the suckhole statement. Otherwise rewriting the same, I may say, never loose your worthy Money for an (unworthy) investment idea. The venture turns back chums or inakonda with your cents. So when u find Peso yako ikitolewa ssackerz that is tym u know ur inside slaughter house, with the bear and the bull and the cards drawn. ,Behold, a sower went forth to sow;....
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Rank: Elder Joined: 6/23/2009 Posts: 13,782 Location: nairobi
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muandiwambeu wrote:@ sniper I practically disagree with you on ur loosing Money mantra. If the word loose means separating, then a wise investor should loose Money for a worthy investment venture. The problem lies within the unsaid word inside the suckhole statement. Otherwise rewriting the same, I may say, never loose your worthy Money for an (unworthy) investment idea. The venture turns back chums or inakonda with your cents. So when u find Peso yako ikitolewa ssackerz that is tym u know ur inside slaughter house, with the bear and the bull and the cards drawn. @muandiwambeu must be a lawyer.. sijaelewa chenye ameandika but it sounds convincing
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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@ obiero, nothing ventured, nothing earned.any learned friend may as always say, good money for bad money etc. if ur craystal ball is worth it salt you laugh all the way, else be the insyder. ,Behold, a sower went forth to sow;....
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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muandiwambeu wrote:@ obiero, nothing ventured, nothing earned.any learned friend may as always say, good money for bad money etc. if ur craystal ball is worth it salt you laugh all the way, else be the insyder. My English teacher taught me to use only one vocabulary in a sentence and one proverb per paragraph. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Chief Joined: 1/3/2007 Posts: 18,223 Location: Nairobi
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Cde Monomotapa wrote:@vvs keep rocking! I've always recommended farming for those finance is too dynamic. Thanks for contributing to disinflation via Unga btw. James Mwangi has stopped lending except to GoK otherwise I would be buying like crazy.  If I had the cash to buy the whole company at this price I would. Unfortunately, the Ndegwas have way more cash than I do!  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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Kuwa mpole! ....there is gigantic tsunami coming that will inevitably sweep the prices downstream. Wait for announcement of a wider loss than the same period last year...2 bob is a buy and hold. Sit tight! John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Chief Joined: 1/3/2007 Posts: 18,223 Location: Nairobi
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How CEOs can avoid killing a good business by Warren Buffett "He must never forget Charlie's plea: 'Tell me where I'm going to die, so I'll never go there.'" http://www.agweb.com/art...ccess-NAA-sara-schafer/
"Character is crucial: A Berkshire CEO must be “all in” for the company, not for himself. (I’m using male pronouns to avoid awkward wording, but gender should never decide who becomes CEO.) He can’t help but earn money far in excess of any possible need for it.But it’s important that neither ego nor avarice motivate him to reach for pay matching his most lavishly-compensated peers, even if his achievements far exceed theirs. A CEO’s behavior has a huge impact on managers down the line: If it’s clear to them that shareholders’ interests are paramount to him, they will, with few exceptions, also embrace that way of thinking."Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Spikes wrote:Kuwa mpole! ....there is gigantic tsunami coming that will inevitably sweep the prices downstream. Wait for announcement of a wider loss than the same period last year...2 bob is a buy and hold. Sit tight! @Spikes I've noted your enthusiasm and looks like you have fire in your stomach to play. Sustain it. Overtime build an approach. I'll share mine. I develop investment cases. Each play has its own. For KQ, it is balance sheet repair 1st. Tailwinds on the operational front are picking up. i.e new & lean fleet, hub, advisories off, MICE & the city hotels capacity to complement e.t.c. Sitting out for the 18 months is foolhardy as it will be when others are harvesting. I've also learned that only thing I can control is what I think of a company. KQ has a lot of dynamics to work with. @spikes you could be lucky to pole vault or develop by flying a Fokker 1st or as we call them here; local & or X-border buses. All the best. @vvs thanks for posting the Bankelele blogpost. Fair and true capture of the AGM. Understandable it was a shouting match. Ngunze handled the tirades with commendable composure. I had to wait till it was over to field my questions to the FD!
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Rank: Elder Joined: 6/23/2009 Posts: 13,782 Location: nairobi
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Cde Monomotapa wrote:Spikes wrote:Kuwa mpole! ....there is gigantic tsunami coming that will inevitably sweep the prices downstream. Wait for announcement of a wider loss than the same period last year...2 bob is a buy and hold. Sit tight! @Spikes I've noted your enthusiasm and looks like you have fire in your stomach to play. Sustain it. Overtime build an approach. I'll share mine. I develop investment cases. Each play has its own. For KQ, it is balance sheet repair 1st. Tailwinds on the operational front are picking up. i.e new & lean fleet, hub, advisories off, MICE & the city hotels capacity to complement e.t.c. Sitting out for the 18 months is foolhardy as it will be when others are harvesting. I've also learned that only thing I can control is what I think of a company. KQ has a lot of dynamics to work with. @spikes you could be lucky to pole vault or develop by flying a Fokker 1st or as we call them here; local & or X-border buses. All the best. @vvs thanks for posting the Bankelele blogpost. Fair and true capture of the AGM. Understandable it was a shouting match. Ngunze handled the tirades with commendable composure. I had to wait till it was over to field my questions to the FD! @comrade why dint you call me if u were at the AGM. 25yrs of friendship.. Surely. SMH
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,223 Location: Nairobi
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@cde: What did you ask & what answers did the FD give you? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,782 Location: nairobi
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VituVingiSana wrote:@cde: What did you ask & what answers did the FD give you? Atleast @cde is around.. As for @stocksmaster I have just seen his twitter, silent since jul.. sad
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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@obiero have they announced results? John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 6/23/2009 Posts: 13,782 Location: nairobi
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Spikes wrote:@obiero have they announced results? @spikes.. 12 days to go.. meanwhile, what wouldnt I give to have such a story on KQ http://www.dw.com/en/qan...r-huge-losses/a-18659171
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,782 Location: nairobi
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obiero wrote:[quote=Spikes]@obiero have they announced results? @spikes.. 12 days to go.. meanwhile, what wouldnt I give to have such a story on KQ http://www.dw.com/en/qan...-huge-losses/a-18659171[/quote] Was at the exchange bar and amazingly my clique was bullish on KQ, saying that a rally may just be on the wings occassioned by the assumption that a significant improvement on the previous H1 KES 12.49 loss before tax shall pump up investor confidence in the turnaround. I await..
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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obiero wrote:obiero wrote:[quote=Spikes]@obiero have they announced results? @spikes.. 12 days to go.. meanwhile, what wouldnt I give to have such a story on KQ http://www.dw.com/en/qan...-huge-losses/a-18659171[/quote] Was at the exchange bar and amazingly my clique was bullish on KQ, saying that a rally may just be on the wings occassioned by the assumption that a significant improvement on the previous H1 KES 12.49 loss before tax shall pump up investor confidence in the turnaround. I await.. @Obiero thought buying the dreamliners was put on hold?2 more arriving today.... possunt quia posse videntur
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Rank: Elder Joined: 6/23/2009 Posts: 13,782 Location: nairobi
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maka wrote:obiero wrote:obiero wrote:[quote=Spikes]@obiero have they announced results? @spikes.. 12 days to go.. meanwhile, what wouldnt I give to have such a story on KQ http://www.dw.com/en/qan...-huge-losses/a-18659171[/quote] Was at the exchange bar and amazingly my clique was bullish on KQ, saying that a rally may just be on the wings occassioned by the assumption that a significant improvement on the previous H1 KES 12.49 loss before tax shall pump up investor confidence in the turnaround. I await.. @Obiero thought buying the dreamliners was put on hold?2 more arriving today.... @maka the 787s reg. 5Y-KZH and 5Y-KZJ were ready by Jun but had been held pending payment which came through with the afriexim USD 200M that has been drawn in full.. Those should be the last deliveries
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,223 Location: Nairobi
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@Obiero - Qantas said its cost-cutting program [Has KQ gone through a serious cost-cutting program? I was told corruption is king at KQ. Unconfirmed but apparently it starts from the CFO] had helped save Aus$894 million over the year and allowed it to reduce its debt [Has debt reduced at KQ or increased? New 787s, Afreximbank loans, GoK loans, pensions, etc]. Lower fuel prices [hedges will wipe out 30-50% of the benefits] also helped the bottom line with every segment making healthy profits. No dividend was declared but the airline announced a one-off 23 cents per share capital return to shareholders, amounting to Aus$505 million. The return to profit appeared to vindicate Joyce's strategy to cut Aus$2.0 billion in costs, cut routes, freeze growth at Asian offshoot Jetstar, and get rid of 5,000 jobs [Can KQ cut jobs? Has it cut jobs? It has cut routes but it was forced to cut many that were profitable] to help counter a price war with domestic rival Virgin Australia. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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