wazua Thu, Mar 19, 2026
Welcome Guest Search | Active Topics | Log In

75 Pages«<6263646566>»
Kenya airways Right Issue
Options
Previous Topic · Next Topic
Kausha
#631 Posted : Monday, January 28, 2013 3:33:12 PM
Rank: Member

Joined: 2/8/2007
Posts: 808
VDIP (Value destruction in progress) - From 14 bob and soon at 10 in less than 12 months! It's a pity the Honorable Justice could not do justice to the VDIP scheme!
Back to top
  |
VituVingiSana
#632 Posted : Monday, January 28, 2013 4:05:12 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Kausha wrote:
VDIP (Value destruction in progress) - From 14 bob and soon at 10 in less than 12 months! It's a pity the Honorable Justice could not do justice to the VDIP scheme!
I read the chap is now in the Court of Appeal. d'oh! d'oh! d'oh!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
VituVingiSana
#633 Posted : Monday, January 28, 2013 7:11:06 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Kenya's rugby team stranded coz of KQ flight delays
http://www.capitalfm.co....in-travelling-nightmare/
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
mibbz
#634 Posted : Monday, January 28, 2013 9:40:35 PM
Rank: Member

Joined: 2/18/2011
Posts: 448
VituVingiSana wrote:
KQ passenger numbers Oct-Dec 2012 not so rosy.

http://www.standardmedia...&utm_medium=twitter

-> The company put into the market capacity totalling 3,613m seat kilometres which was 1.1% above prior year’s level. Slow growth but still excessive when considered vs 'sales'.
- > Traffic measured in revenue passenger kilometres at 2,519m was 1.7% below similar period last year.
Very Important figure & declining
-> The total passenger tally, which closed at 991,149, indicates a growth of 3.6% compared to similar period last year.
-> The resultant cabin factor at 69.7% was lower than prior year’s 71.7%. Ouch! This hurts as it means fewer seats are filled. fixed costs do not change.
-> Cargo capacity dropped 10.7% with a proportionate decline in tonnage during the period. Ouch! Cargo adds variable revenue at fixed costs. The good news seems an increase in Far East cargo but a drop in UK/Europe cargo



KQ shall definately be making a loss end of year,after a 4.7Bil loss on H1 i dont see how it shall recover making marginal growth in Q3 and possibly Q4.as i said earlier am waiting for it at 5 bob as it was in 1994-1995 when i started this game.
Back to top
  |
hisah
#635 Posted : Wednesday, January 30, 2013 2:02:12 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Just like KK, KQ is also a potential candidate for a large price move in coming weeks as per tech readings all of which are in the bearish corner. Downside target 8/-. Currently the price (10.85) is in 2004 territory - such a rollercoaster ride!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
hisah
#636 Posted : Saturday, February 02, 2013 10:06:18 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Boeing 787 to be grounded for months as investigations continue - http://www.bloomberg.com...olonging-grounding.html

Yep, one long wait for the patient airlines with 787 orders. Waiting to see some cancel the orders and go airbus!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  | | Edit by user: Saturday, February 02, 2013 10:08 AM | Reason: Not specified
hisah
#637 Posted : Wednesday, February 06, 2013 6:42:57 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Eurozone crisis hits visitor arrivals at airports - http://www.businessdaily...6/-/l3wgp7/-/index.html

Both JKIA & Moi airports record passenger arrivals drop. Not good seeing African passenger numbers dip.

All that remains now is trying to figure out how huge the KQ loss will be and the way forward to recovery. One fierce AGM coming up...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
eggnest
#638 Posted : Sunday, February 17, 2013 1:19:25 PM
Rank: New-farer

Joined: 5/11/2011
Posts: 48
this is what Aly Khan has to say about KQ
http://www.rich.co.ke/media/docs/037NSX2101.pdf
Back to top
  |
VituVingiSana
#639 Posted : Thursday, February 21, 2013 10:38:04 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
hisah wrote:
Eurozone crisis hits visitor arrivals at airports - http://www.businessdaily...6/-/l3wgp7/-/index.html

Both JKIA & Moi airports record passenger arrivals drop. Not good seeing African passenger numbers dip.

All that remains now is trying to figure out how huge the KQ loss will be and the way forward to recovery. One fierce AGM coming up...
Not at all. Most KQ shareholders want lunch packs, some freebies & little more. That's why they go for AGMs, not ask probing questions.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
VituVingiSana
#640 Posted : Thursday, February 21, 2013 10:40:50 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
[quote=eggnest]this is what Aly Khan has to say about KQ
http://www.rich.co.ke/media/docs/037NSX2101.pdf[/quote] Does he have shares in KQ or is it a PR push?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
75 Pages«<6263646566>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.