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Kenya Airways...why ignore..
Rank: Elder Joined: 3/2/2009 Posts: 26,331 Location: Masada
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obiero wrote:obiero wrote:obiero wrote: Cons to consider in 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. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest 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. Upcoming results announcement in 2 months time shall be a significant loss, which will cause a pull back on the price High stakes at play. At KES 7.00 ONO, I should offload half of my holdings at 64% ROI At KES 5.50 I am now offloading partially. My anticipation is that we should see a tumble of about KES 2.50 by end of next month, at which point, I will reload How many KQ do u own? You used to keep the data on your footer. Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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Impunity wrote:obiero wrote:obiero wrote:obiero wrote:Cons to consider in 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. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest 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. Upcoming results announcement in 2 months time shall be a significant loss, which will cause a pull back on the price High stakes at play. At KES 7.00 ONO, I should offload half of my holdings at 64% ROI At KES 5.50 I am now offloading partially. My anticipation is that we should see a tumble of about KES 2.50 by end of next month, at which point, I will reload How many KQ do u own? You used to keep the data on your footer. A lot
KQ ABP 4.26
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Rank: Member Joined: 9/14/2011 Posts: 869 Location: nairobi
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obiero wrote:obiero wrote:obiero wrote:Cons to consider in 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. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest 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. Upcoming results announcement in 2 months time shall be a significant loss, which will cause a pull back on the price High stakes at play. At KES 7.00 ONO, I should offload half of my holdings at 64% ROI At KES 5.50 I am now offloading partially. My anticipation is that we should see a tumble of about KES 2.50 by end of next month, at which point, I will reload Even with what the President said yesterday?
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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heri wrote:obiero wrote:obiero wrote:obiero wrote:Cons to consider in 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. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest 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. Upcoming results announcement in 2 months time shall be a significant loss, which will cause a pull back on the price High stakes at play. At KES 7.00 ONO, I should offload half of my holdings at 64% ROI At KES 5.50 I am now offloading partially. My anticipation is that we should see a tumble of about KES 2.50 by end of next month, at which point, I will reload Even with what the President said yesterday? @Heri. You were also at the greens? What he proposed was an illegality. Massive volume on KQ today. Are people going inside the plane, or disembarking. Your guess is as good as mine. The full year loss will be massive. On 18.03.2026 the KQ stock should dip slightly by about KES 2.50. However, it remains the best speculative play that exists on the NSE currently
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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KES 4.50 incoming within the week, unless otherwise. Thereafter, KES 3.80 may be revisited, a clear BUY
KQ ABP 4.26
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Rank: Elder Joined: 7/22/2009 Posts: 7,836
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Rank: Elder Joined: 7/22/2009 Posts: 7,836
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Impunity wrote:obiero wrote:obiero wrote:obiero wrote:Cons to consider in 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. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest 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. Upcoming results announcement in 2 months time shall be a significant loss, which will cause a pull back on the price High stakes at play. At KES 7.00 ONO, I should offload half of my holdings at 64% ROI At KES 5.50 I am now offloading partially. My anticipation is that we should see a tumble of about KES 2.50 by end of next month, at which point, I will reload How many KQ do u own? You used to keep the data on your footer. Kiliumana data ika disappear pap!!! 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: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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Kigeugeu? 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: 14,211 Location: nairobi
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MaichBlack wrote:Impunity wrote:obiero wrote:obiero wrote:obiero wrote:Cons to consider in 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. Delta USA actually has opted out officially of the prospective buyers. Temasek has also issued communication of nil interest 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. Upcoming results announcement in 2 months time shall be a significant loss, which will cause a pull back on the price High stakes at play. At KES 7.00 ONO, I should offload half of my holdings at 64% ROI At KES 5.50 I am now offloading partially. My anticipation is that we should see a tumble of about KES 2.50 by end of next month, at which point, I will reload How many KQ do u own? You used to keep the data on your footer. Kiliumana data ika disappear pap!!! Hehe. The data is still there
KQ ABP 4.26
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Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
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Ningekutusi if you weren't twice my age. When I sold half my KQ holding, I declared it right here at KES 5.50. I still hold KQ, and I am waiting for the post results disappointment to load up massively at KES 3.80. Fair value remains KES 7.52
KQ ABP 4.26
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