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Kenya Airways...why ignore.. end 2025
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obiero
#511 Posted : Wednesday, January 08, 2014 8:11:02 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,368
Location: nairobi
Magnate wrote:
obiero wrote:
some more good news


Lets focus on the good news.from the H1 investors briefing...........

Its worth contextualising these first half results against the backdrop of that reporting period, which period included the JKIA fire (that adversely affected transit passengers through Nairobi), the terror attack at Westgate amongst other headline events.


Kenya Airways took delivery of its first Boeing 777-300ER this month and expects two more of the same planes in 2014. It also expects Boeing to deliver its first four Boeing 787 Dreamliner planes starting in March.
The new Dreamliners will replace the airline's ageing fleet of B-767s for long-haul routes, offering 20 per cent more fuel efficiency.


The average price of jet fuel per gallon in US cents declined 10 per cent versus the previous year and I expect that trend to remain intact in second half as the US and Iran continue to deflate the geopolitical premium in the price of oil. Also consider that fuel Costs represented 37 per cent of total operating costs - See more at: http://www.the-star.co.k...th#sthash.gBES8uff.dpuf


My target price is 20 bob+ by June 2014.
This counter presents for me an upside potential of +45% within the next 6 months.

^ preach preacher
COOP, KEGN, MTNU
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obiero
#512 Posted : Wednesday, January 08, 2014 8:27:22 PM
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Joined: 6/23/2009
Posts: 14,368
Location: nairobi
KES1.156B is the full year profit if run rate is sustained www.capitalfm.co.ke/busi...ikuni-to-make-2014-exit/
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Moruri
#513 Posted : Wednesday, January 08, 2014 10:27:32 PM
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Joined: 1/8/2014
Posts: 3
@Obiero, please what is your email? I would like to reach you.Thx
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obiero
#514 Posted : Wednesday, January 08, 2014 11:04:57 PM
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Joined: 6/23/2009
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Moruri wrote:
@Obiero, please what is your email? I would like to reach you.Thx

@obierocollins
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VituVingiSana
#515 Posted : Thursday, January 09, 2014 12:31:59 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,398
Location: Nairobi
@obiero - Since I don't follow KQ anymore... What does that EPS equate to?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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obiero
#516 Posted : Thursday, January 09, 2014 7:16:17 PM
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Posts: 14,368
Location: nairobi
VituVingiSana wrote:
@obiero - Since I don't follow KQ anymore... What does that EPS equate to?

EPS will be 0.52 at equal run rate
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Moruri
#517 Posted : Thursday, January 09, 2014 10:26:20 PM
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Joined: 1/8/2014
Posts: 3
@Obiero,please drop me your email on bmoruri@gmail.com
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mchambuzi
#518 Posted : Thursday, January 09, 2014 10:34:37 PM
Rank: New-farer

Joined: 11/17/2013
Posts: 80
Location: Juja
Fuel has declined much further and seems to be heading lower, if the fuel derivatives in their last FS are anything to go by, then they will report substantial profits from the contracts
On a long enough timeline, the life expectancy of everyone drops to zero.
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obiero
#519 Posted : Friday, January 10, 2014 6:40:19 PM
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Posts: 14,368
Location: nairobi
mchambuzi wrote:
Fuel has declined much further and seems to be heading lower, if the fuel derivatives in their last FS are anything to go by, then they will report substantial profits from the contracts

The KQ plane is taxiing the runway ready for take off
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VituVingiSana
#520 Posted : Sunday, January 12, 2014 2:12:36 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,398
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
@obiero - Since I don't follow KQ anymore... What does that EPS equate to?

EPS will be 0.52 at equal run rate
That's PER of 25 ... At EPS of 1 it's PER of 13.5 ... Seems pricey vs other shares unless 2014-15 is expected to be much better.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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