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Kenya Airways...why ignore..
Pesa Nane
#191 Posted : Thursday, April 25, 2013 12:30:28 AM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
symbols wrote:
Pesa Nane wrote:
obiero wrote:
Pesa Nane wrote:
Pesa Nane wrote:
Which big fish is exiting? There has been a never ending supply @11 for days. d'oh!

Think Think Sickquot; Sickquot;

Do you mean which big fish is entering? Never ending demand!!! :)

Look closely. Its an exit! Been on for a while


An exit or entry of that magnitude would trigger the price to go up or go down.I'm with obiero.Someone is entering as someone is exiting.

Of course there are two sides in every sale. A closer look and you will notice a SELLER vs buyers
Pesa Nane plans to be shilingi when he grows up.
Kausha
#192 Posted : Thursday, April 25, 2013 8:27:17 AM
Rank: Member

Joined: 2/8/2007
Posts: 808
But seriously guys if you understand how airlines work, if you receive 6 planes and your core markets are shrinking (Europe, Africa),you are closing routes in your core markets and load factors are dropping, wouldn't you want to return the planes to the manufacturer or lessor! what are you going to do with the 6 planes? Infact the dreamliner delay is a massive boon for KQ. They would have had little to do with them in the current environment. Drive past JKIA in the mid morning and you will see quite a significant number of idle planes parked, suggesting there is trouble in the markets. At the peak or in normal operating environment at midday you hardly see more than 2 planes parked or being prepped for local flights!

One hidden herring, by the time load factors are tumbling, the pricing game has been played to near threadbare margins. Certainly for KQ to defend a lot of their market share they have had to chop prices to compete. This will show up on the topline. I think KQ will upstage KK in depth of the bottom line. It's been an ugly year for airlines! Pity KQ was not prepared for it!
sparkly
#193 Posted : Thursday, April 25, 2013 8:49:32 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Pesa Nane wrote:
symbols wrote:
Pesa Nane wrote:
obiero wrote:
Pesa Nane wrote:
Pesa Nane wrote:
Which big fish is exiting? There has been a never ending supply @11 for days. d'oh!

Think Think Sickquot; Sickquot;

Do you mean which big fish is entering? Never ending demand!!! :)

Look closely. Its an exit! Been on for a while


An exit or entry of that magnitude would trigger the price to go up or go down.I'm with obiero.Someone is entering as someone is exiting.

Of course there are two sides in every sale. A closer look and you will notice a SELLER vs buyers


How do you know its a seller vs buyers as opposed to sellers versus a buyer?
Life is short. Live passionately.
guru267
#194 Posted : Thursday, April 25, 2013 8:56:53 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
sparkly wrote:
Pesa Nane wrote:
symbols wrote:
Pesa Nane wrote:
obiero wrote:
Pesa Nane wrote:
Pesa Nane wrote:
Which big fish is exiting? There has been a never ending supply @11 for days. d'oh!

Think Think Sickquot; Sickquot;

Do you mean which big fish is entering? Never ending demand!!! :)

Look closely. Its an exit! Been on for a while


An exit or entry of that magnitude would trigger the price to go up or go down.I'm with obiero.Someone is entering as someone is exiting.

Of course there are two sides in every sale. A closer look and you will notice a SELLER vs buyers


How do you know its a seller vs buyers as opposed to sellers versus a buyer?


@sparkly The latter is way way better than the former!!!
Mark 12:29
Deuteronomy 4:16
VituVingiSana
#195 Posted : Thursday, April 25, 2013 8:59:43 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,362
Location: Nairobi
As @Kausha says... KQ might beat KK in the loss column for 2012. The planes cost money. The staff costs money. Unless KQ is flying MORE passengers the planes are 'idle' or the seats are empty.

There is a break-even load for flights & when a KQ flight is flying at 65% capacity then it is likely it is a break-even flight at best. Suppose 50% is break-even for variable costs, then 65% might cover fixed costs, For profits, it needs 65% or higher. If KQ drops its fares (lower RPK) to fill seats, it means the % (Passenger Load Factor) required rises even further...

The 4Q 2012-13 Operational Update was not encouraging.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Kausha
#196 Posted : Thursday, April 25, 2013 9:09:45 AM
Rank: Member

Joined: 2/8/2007
Posts: 808
@VVS won't say much but for those in the know, KQ BEP load factor varies between 69% - 74% in a normal operating environment (growing markets and traditional fares). There are pockets of destructive fare wars in some African markets, Dubai etc suggesting the BEP load factor is slightly higher. At 66%, me thinks the airline is being forced to frolic with losses by to the environment.
Pesa Nane
#197 Posted : Thursday, April 25, 2013 9:09:51 AM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
sparkly wrote:
Pesa Nane wrote:
symbols wrote:
Pesa Nane wrote:
obiero wrote:
Pesa Nane wrote:
Pesa Nane wrote:
Which big fish is exiting? There has been a never ending supply @11 for days. d'oh!

Think Think Sickquot; Sickquot;

Do you mean which big fish is entering? Never ending demand!!! :)

Look closely. Its an exit! Been on for a while


An exit or entry of that magnitude would trigger the price to go up or go down.I'm with obiero.Someone is entering as someone is exiting.

Of course there are two sides in every sale. A closer look and you will notice a SELLER vs buyers


How do you know its a seller vs buyers as opposed to sellers versus a buyer?

The Bids / Asks Quantity Price Splits will reveal this info.
Pesa Nane plans to be shilingi when he grows up.
mwekez@ji
#198 Posted : Friday, April 26, 2013 12:36:18 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
chikonde wrote:
I thought I heard that they want their deposit money back from Boeing (with interest?)for delaying delivery of the 6 Dreamliners ordered? Anyone with any ideas how that could impact their operations?


... now, Boeing doubles output to avoid KQ compensation >>> http://www.businessdailyafrica....4/-/14lgke0/-/index.html
theking
#199 Posted : Friday, April 26, 2013 6:53:33 PM
Rank: Member

Joined: 1/25/2010
Posts: 344
finally broke the 11/= wall....closed at 11.10/=
obiero
#200 Posted : Friday, April 26, 2013 9:56:49 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,262
Location: nairobi
Pesa Nane wrote:
sparkly wrote:
Pesa Nane wrote:
symbols wrote:
Pesa Nane wrote:
obiero wrote:
Pesa Nane wrote:
Pesa Nane wrote:
Which big fish is exiting? There has been a never ending supply @11 for days. d'oh!

Think Think Sickquot; Sickquot;

Do you mean which big fish is entering? Never ending demand!!! :)

Look closely. Its an exit! Been on for a while


An exit or entry of that magnitude would trigger the price to go up or go down.I'm with obiero.Someone is entering as someone is exiting.

Of course there are two sides in every sale. A closer look and you will notice a SELLER vs buyers


How do you know its a seller vs buyers as opposed to sellers versus a buyer?

The Bids / Asks Quantity Price Splits will reveal this info.

shut up my brother. kwani hizo splits zinaandika majina?! only NSE and KQ share register insiders can know
COOP, IMH, KQ, MTNU
1,584 Pages«<1819202122>»
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