Wazua
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Kenya Airways...why ignore..
Rank: Elder Joined: 6/23/2009 Posts: 13,713 Location: nairobi
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 As we gear up for results release we remember that Gulamali Ismail, Ratilal Shah and Mike Maina all defended and/or increased their stake. So did Government of Kenya and Koninklijke Luchtvaart Maatschapij along with Chris Kirubi and Michael Waweru. This share is not for those with weak hearts and/or loose bladders
COOP 255,000 ABP 15.85; KQ 544,100 ABP 7.15; MTN 23,800 ABP 5.20
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Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
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obiero wrote:ArrestedDev wrote:obiero wrote:[quote=ArrestedDev]Direct operating costs are a must for an airline to generate revenue. Nairobi is second to Johannesburg in Africa with respect to Cargo volumes and KQ should not leave the business to foreign carriers. Both pax and cgo pricing for KQ is detrimental to its growth. No justification from Ngunze can convince anyone. Ngunze may be a novice as proposed by some but then the lies about KQ cargo should end. It's the best in Africa offering unequalled connections http://lesleysimpson.co....line-of-the-year-award/[/quote] How many tonnes does KQ uplift per year? They are not taking advantage of such a perception. There is a lot to be done to net more tonnes so as to boost revenue. The ban on miraa led to part of the bleeding at KQ. USD 5M cut off.. Just like that. Kenya Airways in 2016 is projected to grow total cargo uplifted by over 20 percent to 89,871 tonnes. Currently KQ carries about 72,504 tonnes yearly, contributing over 10percent of its own total revenue. Nairobi as a hub offers advantages that can not be overcome. Cargo freight by air is never about cost, but speed. Horticultural produce from Kenya cannot go to Ethiopia for onward movement to Europe. Trade balance and economic vibrancy necessitate most imports to also come to Kenya for onward distribution across Africa The contribution from cargo is very low and more needs to be done. ET is at the top in Africa with respect to Cargo uplift. The reduced capacity has led to delays in Cargo delivery and hampers Cargo uplift growth moving forward. http://allafrica.com/stories/201604270576.html
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Rank: Elder Joined: 6/23/2009 Posts: 13,713 Location: nairobi
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ArrestedDev wrote:obiero wrote:ArrestedDev wrote:obiero wrote:[quote=ArrestedDev]Direct operating costs are a must for an airline to generate revenue. Nairobi is second to Johannesburg in Africa with respect to Cargo volumes and KQ should not leave the business to foreign carriers. Both pax and cgo pricing for KQ is detrimental to its growth. No justification from Ngunze can convince anyone. Ngunze may be a novice as proposed by some but then the lies about KQ cargo should end. It's the best in Africa offering unequalled connections http://lesleysimpson.co....line-of-the-year-award/[/quote] How many tonnes does KQ uplift per year? They are not taking advantage of such a perception. There is a lot to be done to net more tonnes so as to boost revenue. The ban on miraa led to part of the bleeding at KQ. USD 5M cut off.. Just like that. Kenya Airways in 2016 is projected to grow total cargo uplifted by over 20 percent to 89,871 tonnes. Currently KQ carries about 72,504 tonnes yearly, contributing over 10percent of its own total revenue. Nairobi as a hub offers advantages that can not be overcome. Cargo freight by air is never about cost, but speed. Horticultural produce from Kenya cannot go to Ethiopia for onward movement to Europe. Trade balance and economic vibrancy necessitate most imports to also come to Kenya for onward distribution across Africa The contribution from cargo is very low and more needs to be done. ET is at the top in Africa with respect to Cargo uplift. The reduced capacity has led to delays in Cargo delivery and hampers Cargo uplift growth moving forward. http://allafrica.com/stories/201604270576.html
Agreed. There is room for improvement
COOP 255,000 ABP 15.85; KQ 544,100 ABP 7.15; MTN 23,800 ABP 5.20
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Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
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The profile of the incoming COO now out in the public domain. Quote:KLM will also be keen to see one of its long-serving managers assume the important office at KQ in which it is the second-largest shareholder after Treasury with a 26.7 per cent stake. My problem with these 'Wazungus' is that they take care of their own interests to the detriment of our own. It will be a tall order for KQ to pay off its loans if the right strategy is not put in place moving forward. Who will take care of the interests of the Kenyan majority shareholders (local individuals and institutions)? http://www.businessdaily...0/-/hrcrbmz/-/index.html
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Rank: Chief Joined: 1/3/2007 Posts: 18,190 Location: Nairobi
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obiero wrote:As we gear up for results release we remember that Gulamali Ismail, Ratilal Shah and Mike Maina all defended and/or increased their stake. So did Government of Kenya and Koninklijke Luchtvaart Maatschapij along with Chris Kirubi and Michael Waweru. This share is not for those with weak hearts and/or loose bladders I am sure all the (private) parties are very happy with their decision...  I'd be interested in hearing what Gulamali Ismail, Ratilal Shah and Mike Maina have to say about KQ. In any case, they are small players. The Kenyan Taxpayer is the largest shareholder. And has been and is gonna be shafted. Big Time. Yes, @VVS remains a 1/2,000,000 shareholder of GoK's stake. [2mn coz apparently there are only 2mn 'real' taxpayers in Kenya] Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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obiero wrote:ArrestedDev wrote:obiero wrote:[quote=ArrestedDev]Direct operating costs are a must for an airline to generate revenue. Nairobi is second to Johannesburg in Africa with respect to Cargo volumes and KQ should not leave the business to foreign carriers. Both pax and cgo pricing for KQ is detrimental to its growth. No justification from Ngunze can convince anyone. Ngunze may be a novice as proposed by some but then the lies about KQ cargo should end. It's the best in Africa offering unequalled connections http://lesleysimpson.co....line-of-the-year-award/[/quote] How many tonnes does KQ uplift per year? They are not taking advantage of such a perception. There is a lot to be done to net more tonnes so as to boost revenue. The ban on miraa led to part of the bleeding at KQ. USD 5M cut off.. Just like that. Kenya Airways in 2016 is projected to grow total cargo uplifted by over 20 percent to 89,871 tonnes. Currently KQ carries about 72,504 tonnes yearly, contributing over 10percent of its own total revenue. Nairobi as a hub offers advantages that can not be overcome. Cargo freight by air is never about cost, but speed. Horticultural produce from Kenya cannot go to Ethiopia for onward movement to Europe. Trade balance and economic vibrancy necessitate most imports to also come to Kenya for onward distribution across Africa Cargo can do much better@Obiero it's never given the attention it needs. possunt quia posse videntur
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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Rank: Elder Joined: 6/23/2009 Posts: 13,713 Location: nairobi
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maka wrote:obiero wrote:ArrestedDev wrote:obiero wrote:[quote=ArrestedDev]Direct operating costs are a must for an airline to generate revenue. Nairobi is second to Johannesburg in Africa with respect to Cargo volumes and KQ should not leave the business to foreign carriers. Both pax and cgo pricing for KQ is detrimental to its growth. No justification from Ngunze can convince anyone. Ngunze may be a novice as proposed by some but then the lies about KQ cargo should end. It's the best in Africa offering unequalled connections http://lesleysimpson.co....line-of-the-year-award/[/quote] How many tonnes does KQ uplift per year? They are not taking advantage of such a perception. There is a lot to be done to net more tonnes so as to boost revenue. The ban on miraa led to part of the bleeding at KQ. USD 5M cut off.. Just like that. Kenya Airways in 2016 is projected to grow total cargo uplifted by over 20 percent to 89,871 tonnes. Currently KQ carries about 72,504 tonnes yearly, contributing over 10percent of its own total revenue. Nairobi as a hub offers advantages that can not be overcome. Cargo freight by air is never about cost, but speed. Horticultural produce from Kenya cannot go to Ethiopia for onward movement to Europe. Trade balance and economic vibrancy necessitate most imports to also come to Kenya for onward distribution across Africa Cargo can do much better@Obiero it's never given the attention it needs. Indeed it can.. It's not dead though, that's what I was challenging. Basically needs some scaling up which can be done via experience laden Jan de Vegt
COOP 255,000 ABP 15.85; KQ 544,100 ABP 7.15; MTN 23,800 ABP 5.20
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Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
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maka wrote:http://nazret.com/blog/index.php/2016/06/30/ethiopian-airlines-says-looking-at We really need someone who can be on top of things at KQ lest we get swallowed yet we have a good product and well trained manpower at our disposal. The vision 2025 mentioned in the article is our 'project mawingu'.
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Rank: Elder Joined: 6/23/2009 Posts: 13,713 Location: nairobi
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ArrestedDev wrote:maka wrote:http://nazret.com/blog/index.php/2016/06/30/ethiopian-airlines-says-looking-at We really need someone who can be on top of things at KQ lest we get swallowed yet we have a good product and well trained manpower at our disposal. The vision 2025 mentioned in the article is our 'project mawingu'. The biggest mistake that could happen right now is to loose the institutional memory of KQ by firing Ngunze who is the last man standing after all other directors were either fired or resigned.. Let the new guys come in and gradually they shall absorb the wealth of knowledge held by Ngunze.. One year shall be enough. Meanwhile, we await the impressive full year results and outstanding Q1 2016-2017
COOP 255,000 ABP 15.85; KQ 544,100 ABP 7.15; MTN 23,800 ABP 5.20
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Rank: Member Joined: 10/14/2011 Posts: 661
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obiero wrote:ArrestedDev wrote:maka wrote:http://nazret.com/blog/index.php/2016/06/30/ethiopian-airlines-says-looking-at We really need someone who can be on top of things at KQ lest we get swallowed yet we have a good product and well trained manpower at our disposal. The vision 2025 mentioned in the article is our 'project mawingu'. The biggest mistake that could happen right now is to loose the institutional memory of KQ by firing Ngunze who is the last man standing after all other directors were either fired or resigned.. Let the new guys come in and gradually they shall absorb the wealth of knowledge held by Ngunze.. One year shall be enough. Meanwhile, we await the impressive full year results and outstanding Q1 2016-2017 @ ArrestedDev seem to have either or both of the following biases… Hindsight Bias Tends to occur in situations where a person believes (after the fact) that the onset of some past event was predictable and completely obvious, whereas in fact, the event could not have been reasonably predicted. Many events seem obvious in hindsight. Psychologists attribute hindsight bias to our innate need to find order in the world by creating explanations that allow us to believe that events are predictable. While this sense of curiosity is useful in many cases (take science, for example), finding erroneous links between the cause and effect of an event may result in incorrect oversimplifications. Cognitive Bias Think of a cognitive bias as a rule of thumb that may or may not be factual. We’ve all seen movies where a thief wears a police uniform to pass through a security checkpoint. The real police officers assume that because the person is wearing a uniform like theirs, he must be a real police officer. That’s an example of a cognitive bias. What does a fake cop have to do with your investment choices? You make the same types of assumptions that aren’t necessarily true. Here is an example: Negativity Bias: The bull market is alive and well, yet many investors have missed the rally because of the fear that it will reverse course. Negativity bias causes investors to put more weight on bad news than on good. Some might call this risk management, but this bias can cause the effects of risk to hold more weight than the possibility of reward.
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Rank: Member Joined: 5/28/2014 Posts: 149 Location: Nairobi
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Thiong'o wrote:obiero wrote:ArrestedDev wrote:maka wrote:http://nazret.com/blog/index.php/2016/06/30/ethiopian-airlines-says-looking-at We really need someone who can be on top of things at KQ lest we get swallowed yet we have a good product and well trained manpower at our disposal. The vision 2025 mentioned in the article is our 'project mawingu'. The biggest mistake that could happen right now is to loose the institutional memory of KQ by firing Ngunze who is the last man standing after all other directors were either fired or resigned.. Let the new guys come in and gradually they shall absorb the wealth of knowledge held by Ngunze.. One year shall be enough. Meanwhile, we await the impressive full year results and outstanding Q1 2016-2017 @ ArrestedDev seem to have either or both of the following biases… Hindsight Bias Tends to occur in situations where a person believes (after the fact) that the onset of some past event was predictable and completely obvious, whereas in fact, the event could not have been reasonably predicted. Many events seem obvious in hindsight. Psychologists attribute hindsight bias to our innate need to find order in the world by creating explanations that allow us to believe that events are predictable. While this sense of curiosity is useful in many cases (take science, for example), finding erroneous links between the cause and effect of an event may result in incorrect oversimplifications. Cognitive Bias Think of a cognitive bias as a rule of thumb that may or may not be factual. We’ve all seen movies where a thief wears a police uniform to pass through a security checkpoint. The real police officers assume that because the person is wearing a uniform like theirs, he must be a real police officer. That’s an example of a cognitive bias. What does a fake cop have to do with your investment choices? You make the same types of assumptions that aren’t necessarily true. Here is an example: Negativity Bias: The bull market is alive and well, yet many investors have missed the rally because of the fear that it will reverse course. Negativity bias causes investors to put more weight on bad news than on good. Some might call this risk management, but this bias can cause the effects of risk to hold more weight than the possibility of reward.  Thiong'o, I would love to meet you. When you live for others' opinions, you are dead.
- Carlos Slim Helu
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Rank: Member Joined: 5/28/2014 Posts: 149 Location: Nairobi
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obiero wrote:ArrestedDev wrote:maka wrote:http://nazret.com/blog/index.php/2016/06/30/ethiopian-airlines-says-looking-at We really need someone who can be on top of things at KQ lest we get swallowed yet we have a good product and well trained manpower at our disposal. The vision 2025 mentioned in the article is our 'project mawingu'. The biggest mistake that could happen right now is to loose the institutional memory of KQ by firing Ngunze who is the last man standing after all other directors were either fired or resigned.. Let the new guys come in and gradually they shall absorb the wealth of knowledge held by Ngunze.. One year shall be enough. Meanwhile, we await the impressive full year results and outstanding Q1 2016-2017 @Obiero On this, at least, I agree with you. When you live for others' opinions, you are dead.
- Carlos Slim Helu
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Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
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Thiong'o wrote:obiero wrote:ArrestedDev wrote:maka wrote:http://nazret.com/blog/index.php/2016/06/30/ethiopian-airlines-says-looking-at We really need someone who can be on top of things at KQ lest we get swallowed yet we have a good product and well trained manpower at our disposal. The vision 2025 mentioned in the article is our 'project mawingu'. The biggest mistake that could happen right now is to loose the institutional memory of KQ by firing Ngunze who is the last man standing after all other directors were either fired or resigned.. Let the new guys come in and gradually they shall absorb the wealth of knowledge held by Ngunze.. One year shall be enough. Meanwhile, we await the impressive full year results and outstanding Q1 2016-2017 @ ArrestedDev seem to have either or both of the following biases… Hindsight Bias Tends to occur in situations where a person believes (after the fact) that the onset of some past event was predictable and completely obvious, whereas in fact, the event could not have been reasonably predicted. Many events seem obvious in hindsight. Psychologists attribute hindsight bias to our innate need to find order in the world by creating explanations that allow us to believe that events are predictable. While this sense of curiosity is useful in many cases (take science, for example), finding erroneous links between the cause and effect of an event may result in incorrect oversimplifications. Cognitive Bias Think of a cognitive bias as a rule of thumb that may or may not be factual. We’ve all seen movies where a thief wears a police uniform to pass through a security checkpoint. The real police officers assume that because the person is wearing a uniform like theirs, he must be a real police officer. That’s an example of a cognitive bias. What does a fake cop have to do with your investment choices? You make the same types of assumptions that aren’t necessarily true. Here is an example: Negativity Bias: The bull market is alive and well, yet many investors have missed the rally because of the fear that it will reverse course. Negativity bias causes investors to put more weight on bad news than on good. Some might call this risk management, but this bias can cause the effects of risk to hold more weight than the possibility of reward. @Thiong'o, Ngunze is the one who is a retard (cognitively impaired). I do not exhibit any of those characteristics that you have referred to above. @Obiero, I know you like the guy just for the sake it. This continuity in KQ's management is not helping at all. I cannot trust Naikuni's point man my friend. Do you remember the below?
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Rank: Elder Joined: 6/23/2009 Posts: 13,713 Location: nairobi
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wazua we are about to take off.. buy now or forever hold your regrets
COOP 255,000 ABP 15.85; KQ 544,100 ABP 7.15; 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 wrote:wazua we are about to take off.. buy now or forever hold your regrets What about cash call? Treasury doesn't care about dilution. The money government has been dishing to KQ shall be converted into equity. I think we have more than a year for a real takeoff. There is still time. What I should be concerned about is looking for money before a rocket rally starts with a bull run somewhere 2020s. Wazuans relax and wait for bad news to keep bombarding this counter pulling it down to 2/-. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Veteran Joined: 6/23/2011 Posts: 1,740 Location: Nairobi
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KQ 168,000 , is this what they call a Dreamliner ?
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Rank: Elder Joined: 6/23/2009 Posts: 13,713 Location: nairobi
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streetwise wrote:KQ 168,000 , is this what they call a Dreamliner ? Lol. Yea. Mawingu.. Wachana na @spikes to keep waiting for the utopian 2bob
COOP 255,000 ABP 15.85; KQ 544,100 ABP 7.15; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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obiero wrote:Ebenyo wrote:Ericsson wrote:Ni kubaya ukiskia kampuni inapostpone release of results with impunity Its good news that will be forthcoming anyway.Results will be kshs 11.5 billion loss.That will be 50 % improvement from last year kshs 25 billion loss.Good news ama hapana? Na hii thread ya KQ si imekuwa mzito sana? Admin si apunguze ama tuanzishe ingine? We wait with baited breath If my crystal ball are right, then I can remember bro @Obiero promising to eat his balls and quit this counter should the result be anything but 7 Billion kes! I myself and me await to see!!!!!!! Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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maka wrote:ArrestedDev wrote:maka wrote:[quote=ArrestedDev]The intrigues are still there. Fresh thinking is needed. Ngunze should hang the boots up. Quote:Another problem is snowballing. The airline replaced its B777s with the smaller but more fuel efficient 787-8 Dreamliner for its long haul routes. This week a source at the airline told us: “The Boeing 787-8 fleet is stretched to the limits with hardly any time left for servicing the aircraft. Frequent breakdowns have resulted in delays, cancellations and huge hotel bills, as passengers are accommodated after cancellations”. Read in between the lines in the below articles. Ignore Mbugua's assertions. http://www.nation.co.ke/.../-/132f52s/-/index.html[/quote] Obiero that story is a big lie I agree... @maka Not everything is false. The assertions regarding the two B777s parked at JKIA are true. Even the assertion that the B787 are stretched has some substance in it. 7nos. B787 aircrafts plying 7+ routes - BKK & HKG, AMS, LHR,CAN & HAN, DXB, JNB, CDG & BOM. As I said read between the lines. Running those 777s will be one costly affair tht KQ can't handle right now...the planes will only be full at most 1 direction...that would be a disaster on to that add the extra staff needed...HOTAC costs...it's going to be crazy. You have some iota of truth in one "way full" (but thats seasonal coz what goes around must always come back) but I cant get the disaster in staff since as we know the said staff we are told have been taking paycheck for the last 18 months without blowing a nose....plus if the airplane will be half full, which ghost pax will they be taking to the HATAC? Teach me tisha. Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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