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Kenya Airways...why ignore..
Spikes
#7041 Posted : Friday, February 17, 2017 11:00:41 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
obiero wrote:
muandiwambeu wrote:
obiero wrote:
mkate_nusu wrote:
[quote=obiero]Even the legs are now off the tarmac... KES 8 is our next stop

supply drying up. plane has taken off

1,587,900 KQ shares traded today https://www.nse.co.ke/ma...atistics&Itemid=190[/quote]
Misery for the traped investor, just 7.5m. my suggestion is @obiero should advocate sale of one Royce Royce engine and come into their rescue by buying them off decently. Who knows, you may turn a few to die hard customers and make money along the way. In any case its better than loosing both; investor and customer.Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Just 7.5m at current price, but what if we get back to KES 126



When will it hit 126/- ...Tell me please I jump in...
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
obiero
#7042 Posted : Friday, February 17, 2017 11:11:03 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,783
Location: nairobi
Spikes wrote:
obiero wrote:
muandiwambeu wrote:
obiero wrote:
mkate_nusu wrote:
[quote=obiero]Even the legs are now off the tarmac... KES 8 is our next stop

supply drying up. plane has taken off

1,587,900 KQ shares traded today https://www.nse.co.ke/ma...atistics&Itemid=190[/quote]
Misery for the traped investor, just 7.5m. my suggestion is @obiero should advocate sale of one Royce Royce engine and come into their rescue by buying them off decently. Who knows, you may turn a few to die hard customers and make money along the way. In any case its better than loosing both; investor and customer.Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Just 7.5m at current price, but what if we get back to KES 126



When will it hit 126/- ...Tell me please I jump in...

It may never or it just could surpass.. With stocks it's always a matter of chance and the best bet belongs to the one that bears the best information

COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
sparkly
#7043 Posted : Saturday, February 18, 2017 12:12:08 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
obiero wrote:
Spikes wrote:
obiero wrote:
muandiwambeu wrote:
obiero wrote:
mkate_nusu wrote:
[quote=obiero]Even the legs are now off the tarmac... KES 8 is our next stop

supply drying up. plane has taken off

1,587,900 KQ shares traded today https://www.nse.co.ke/ma...atistics&Itemid=190[/quote]
Misery for the traped investor, just 7.5m. my suggestion is @obiero should advocate sale of one Royce Royce engine and come into their rescue by buying them off decently. Who knows, you may turn a few to die hard customers and make money along the way. In any case its better than loosing both; investor and customer.Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Just 7.5m at current price, but what if we get back to KES 126



When will it hit 126/- ...Tell me please I jump in...

It may never or it just could surpass.. With stocks it's always a matter of chance and the best bet belongs to the one that bears the best information


That rise has to be supported by a major competitive advantage.
Life is short. Live passionately.
muandiwambeu
#7044 Posted : Saturday, February 18, 2017 6:51:13 AM
Rank: Veteran


Joined: 8/28/2015
Posts: 1,247
sparkly wrote:
obiero wrote:
Spikes wrote:
obiero wrote:
muandiwambeu wrote:
obiero wrote:
mkate_nusu wrote:
[quote=obiero]Even the legs are now off the tarmac... KES 8 is our next stop

supply drying up. plane has taken off

1,587,900 KQ shares traded today https://www.nse.co.ke/ma...atistics&Itemid=190[/quote]
Misery for the traped investor, just 7.5m. my suggestion is @obiero should advocate sale of one Royce Royce engine and come into their rescue by buying them off decently. Who knows, you may turn a few to die hard customers and make money along the way. In any case its better than loosing both; investor and customer.Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Just 7.5m at current price, but what if we get back to KES 126



When will it hit 126/- ...Tell me please I jump in...

It may never or it just could surpass.. With stocks it's always a matter of chance and the best bet belongs to the one that bears the best information


That rise has to be supported by a major competitive advantage.

Sincerely I would really like to believe you @obiero, but you speak in codes and so I decided to walk down the memory lane as well as i sample afew of well jolted takes on kq by other less noisy kq writers/ enthusiast. My find is here below, but it will only take the hand of sir God, not just a major competitive edge.
http://www.businessdaily...9466-2xl03uz/index.html
Quiz
Did the competition die away after kq woes worsened?
How will kq convincience its estranged customers back to the deck(back to the deck formula wapi)?
Spread the figures we see the changing fortunes.
http://www.businessdaily...9466-2xl03uz/index.html
Quiz.
Has restructuring of debts/ capital structure been successful?
Has boardroom woes been resolved?
Have revenue pilferage/ loss loop holes been sealed?
Has government taken efficient management a serious affair and renegotiated lopsided agreements made by its clueless agents?
Has competition increased with entry of Chinese lines, how many other competitors have entered kq niche?
Has kq London slot been bought back?
Has thievery perpetrated by key strategic management been addressed?
Has the self defeating corporate governance strategy at kq been addressed or swept under carpet?
Has KLM competitive edge been nibbed at the bud?
How many routes were lost as a result of west Africa's discontent with east africa dominance rise?
http://nairobiwire.com/2...-kq-loss-explained.html
Voila. Gives us facts to the contrary. Once a lier always a lier. That's @obiero for you.
Restructuring internally never pushed Ethiopians to the edge, neither qateris, actually China came knocking and so is France, Etihand all eying that beauty queen.
http://www.telegraph.co....s-tripadvisor-rankings/
That's how your world air travel map looks like for you.
And this how you rank back home,
http://www.worldairlinea...es_by_world_region.html

So, before I continue with facts to the end, please give me one crystal clear fact that would make me haver a doubt in my mind that your locally cooked omena is better than Spangetti on morning glory affairs and I will believe you can dance your behind (kanyiri) best.
,Behold, a sower went forth to sow;....
obiero
#7045 Posted : Saturday, February 18, 2017 8:04:46 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,783
Location: nairobi
@muandiwambeu just watch the share in the next 2 months, then come for a discussion

COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
VituVingiSana
#7046 Posted : Saturday, February 18, 2017 1:28:53 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,224
Location: Nairobi
Tweet from @oyolla

KQ 761 - Pax told to shit before getting on the flight. Loos not working. Cost saving measure? 😂
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#7047 Posted : Saturday, February 18, 2017 1:47:42 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,783
Location: nairobi
VituVingiSana wrote:
Tweet from @oyolla

KQ 761 - Pax told to shit before getting on the flight. Loos not working. Cost saving measure? 😂

Fake news

COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
Spikes
#7048 Posted : Saturday, February 18, 2017 2:04:03 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
VituVingiSana wrote:
Tweet from @oyolla

KQ 761 - Pax told to shit before getting on the flight. Loos not working. Cost saving measure? 😂


Bonoko
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
maka
#7049 Posted : Saturday, February 18, 2017 2:53:47 PM
Rank: Elder


Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Spikes wrote:
VituVingiSana wrote:
Tweet from @oyolla

KQ 761 - Pax told to shit before getting on the flight. Loos not working. Cost saving measure? 😂


Bonoko


Unakaza hadi Joburgsmile smile Immodium
possunt quia posse videntur
maka
#7050 Posted : Saturday, February 18, 2017 3:13:47 PM
Rank: Elder


Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Ohhh had forgotten Chris Diaz resigned.
possunt quia posse videntur
obiero
#7051 Posted : Saturday, February 18, 2017 3:39:13 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,783
Location: nairobi
maka wrote:
Ohhh had forgotten Chris Diaz resigned.

Yes,the csuite getting depleted of the old guard.. Michael Joseph takes no prisoners

COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
VituVingiSana
#7052 Posted : Saturday, February 18, 2017 4:07:05 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,224
Location: Nairobi
Poor chap will lose all freebies once his sponsor leaves next month.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#7053 Posted : Saturday, February 18, 2017 4:25:02 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,783
Location: nairobi
obiero wrote:
obiero wrote:
obiero wrote:
10+ reasons to believe in operation pride at KQ:
1. End of hedging policy
2. Cut off on HOTAC and other operational expenses
3. Rightsizing of the workforce
4. Fuel efficient planes
5. Route optimization especially in Africa
6. Category 1 status at main hub
7. GoK guaranteed debt at reduced pay out
8. Sale of non critical assets
9. Global reduction in fuel costs
10. Revival in KE tourism
11. Budget carrier for booming middle-class
12. Cleaned-up board and management
13. Debt tenor restructure by main bankers
14. Recent rate cap by GoK
15. Financial revamp by transaction advisers
16. Strong forex holding with primary pricing being USD



Profit trend (L/PBT) (KSh m) From 2003 to 2016 ascending:
547
2,075
5,520
6,960
5,975
6,526
−5,664
2,671
5,002
2,146
−10,826
−4,861
-29,710
-26,099
-3,311

Kenya Airways operating margin trend
2016 -3.5%
2015 -14.8%
2014 -2.2%
2013 -9.11%
..
2010 2.6%
2009 5.6%
2008 11.6%
2007 13.1%

Point #16 is particularly pregnant seeing the current exchange rate on the green buck.. A godsend for KQ

Wheelback.. Mtajiju

We await end of next month with bated breath

COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
maka
#7054 Posted : Saturday, February 18, 2017 4:30:15 PM
Rank: Elder


Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
obiero wrote:
maka wrote:
Ohhh had forgotten Chris Diaz resigned.

Yes,the csuite getting depleted of the old guard.. Michael Joseph takes no prisoners


Waiting for the day some fellow called Musila leaves...
possunt quia posse videntur
obiero
#7055 Posted : Saturday, February 18, 2017 4:39:18 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,783
Location: nairobi
maka wrote:
obiero wrote:
maka wrote:
Ohhh had forgotten Chris Diaz resigned.

Yes,the csuite getting depleted of the old guard.. Michael Joseph takes no prisoners


Waiting for the day some fellow called Musila leaves...

Soon and very soon

COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
muandiwambeu
#7056 Posted : Saturday, February 18, 2017 6:32:34 PM
Rank: Veteran


Joined: 8/28/2015
Posts: 1,247
obiero wrote:
obiero wrote:
obiero wrote:
obiero wrote:
10+ reasons to believe in operation pride at KQ:
1. End of hedging policy
2. Cut off on HOTAC and other operational expenses
3. Rightsizing of the workforce
4. Fuel efficient planes
5. Route optimization especially in Africa
6. Category 1 status at main hub
7. GoK guaranteed debt at reduced pay out
8. Sale of non critical assets
9. Global reduction in fuel costs
10. Revival in KE tourism
11. Budget carrier for booming middle-class
12. Cleaned-up board and management
13. Debt tenor restructure by main bankers
14. Recent rate cap by GoK
15. Financial revamp by transaction advisers
16. Strong forex holding with primary pricing being USD



Profit trend (L/PBT) (KSh m) From 2003 to 2016 ascending:
547
2,075
5,520
6,960
5,975
6,526
−5,664
2,671
5,002
2,146
−10,826
−4,861
-29,710
-26,099
-3,311


Kenya Airways operating margin trend
2016 -3.5%
2015 -14.8%
2014 -2.2%
2013 -9.11%
..
2010 2.6%
2009 5.6%
2008 11.6%
2007 13.1%

Point #16 is particularly pregnant seeing the current exchange rate on the green buck.. A godsend for KQ

Wheelback.. Mtajiju

We await end of next month with bated breath

@obiero, are you still there.
Like a baby school toddler, expound how you expect fleet ownership cost to decline by such a huge margin. Planes are still leased at a loss or are non profitable to own sofar, perennial strikes, couldn't have been worser. I will let you go with other losses but not that. Financing costs are likely to go up with a harder dollar than is likely otherwise.
Me I give you two years and after giving many alike ngunze a suck, you will come to the harsh realisation kq sucks functional wise from critical multiple system failure. That will make it four straight years in the red. Hapa naona watu wakilia machozi ya damu , lakini msiba wa kujitakia, watalilia nini?Sad Sad Sad
The ghost inside this mbus is just reawakening from the underdosage and unfortunately more resistant and revitalised to wreek havoc. Dollar inaelekea wapi, petro nayo- hapo kwa hapo.
,Behold, a sower went forth to sow;....
murchr
#7057 Posted : Saturday, February 18, 2017 7:44:35 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
maka wrote:
Ohhh had forgotten Chris Diaz resigned.


Never felt his impact.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
obiero
#7058 Posted : Saturday, February 18, 2017 7:49:08 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,783
Location: nairobi
murchr wrote:
maka wrote:
Ohhh had forgotten Chris Diaz resigned.


Never felt his impact.

He had a huge impact.. We will miss him

COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
maka
#7059 Posted : Sunday, February 19, 2017 12:17:39 AM
Rank: Elder


Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
obiero wrote:
murchr wrote:
maka wrote:
Ohhh had forgotten Chris Diaz resigned.


Never felt his impact.

He had a huge impact.. We will miss him


Biggest problem is that Commercial and marketing dont work as a team...Sad.
possunt quia posse videntur
murchr
#7060 Posted : Sunday, February 19, 2017 3:26:25 AM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
obiero wrote:
murchr wrote:
maka wrote:
Ohhh had forgotten Chris Diaz resigned.


Never felt his impact.

He had a huge impact.. We will miss him


Which was never felt
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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