Wazua
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Kenya Airways...why ignore..
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:whiteowl wrote:VituVingiSana wrote:sparkly wrote:obiero wrote:Spikes wrote:Lol. You know the correct date bwana.. Now at KES 16.5.. The guy who bought on 29.11.2017 at KES 2.1 is now up 686% as some clowns like @spikes keep using internet bandwidth to post meaningless tripe. The aim of stock trading is to buy low and sell high, everything else is vanity If the main aim of stock market is buy low sell high, why is this bugger still underwater when a savvy trader entered at kes 2.10 will be more than 800% richer by Friday? That's the aim, but not all traders make gains 100% of the time.. That's why we come here to share and sharpen each other.. But it seems you are a dimwit not ready to take advantage of an obvious rally.. At least I tried to help this mofo. Wazua will bear me witness Capitalism is a bitch. You can note the following from this article: 1. KLM interested in Commercial arrangement, not the shareholding; 2. US Exxim and lessors worried about KQ becoming a parastatal; 3. Some local lenders opposed the deal while others supported it; 4. The advisors make 1.4B which is the equivalent to be raised from Minority in the rights;https://www.google.com/a...ways-debt-restructuring
Everybody but the shareholders made money off KQ I can compare this to Centum going to the bond market and shortly afterwards giving employees hefty bonuses.Such moves are designed to screw minority shareholders. KQ Lenders Co Ltd is up 108% in paper gain as at today.. A few minority shareholders 764% up since relisting.. It all depends on entry and exit price. Labeling KQ a crap stock with its current run, is simply lazy clown-like thinking. The company itself is not yet out of the woods but that doesn't stop smart shortism traders from making some money Yawn... Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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Vincent Coste making good money-moves for KQ http://www.businessdaily...19110-8madv8z/index.html
KQ ABP 4.26
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Rank: Elder Joined: 9/23/2010 Posts: 2,225 Location: Sundowner,Amboseli
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Worth looking at at 8.5-10 levels. Lets see how far down it can go. @SufficientlyP
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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Making "short-term" profits, by some, on trading the shares isn't a sign of strength for a firm... A firm that delivers VALUE for all shareholders i.e. will you be happy holding the shares for 10 years if they are suspended from trading? I like buying (good) BUSINESSES [at fair/cheap prices]... I like MJ and Mikosz [straight shooters] but I need to see a solid turnaround then pay a FAIR price. Based on the NAV/share and (potential) EPS, it seems that price is sub-5 for me. I shall look at KQ but it has to provide LONG-TERM profitable growth vs the likes of (some) banks, KK, Unga, KenRe, etc. This is not about emotions but money. I just bought more KenRe. Why? It's a laggard on the stock market [19-22] but the EARNINGS add value to the intrinsic value. KenRe makes KES 3-5 (EPS) and pays KES 0.75 and eventually the payoff will show up. I am a poor trader but I am happy with firms that throw off cash. I want to be a mini-mini-Warren Buffett. Once KQ is truly profitable, then like WB, I will look at it at a FAIR price. I can't fathom paying 8x NAV for KQ. Even Equity trades at no more than 2x NAV. BTW, I don't invest in Bandia firms. No more ADSS, HAFR, Deacons, Express, Olympia, etc. I may follow them coz I want to learn but not invest in them. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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VituVingiSana wrote:Making "short-term" profits, by some, on trading the shares isn't a sign of strength for a firm... A firm that delivers VALUE for all shareholders i.e. will you be happy holding the shares for 10 years if they are suspended from trading?
I like buying (good) BUSINESSES [at fair/cheap prices]...
I like MJ and Mikosz [straight shooters] but I need to see a solid turnaround then pay a FAIR price. Based on the NAV/share and (potential) EPS, it seems that price is sub-5 for me.
I shall look at KQ but it has to provide LONG-TERM profitable growth vs the likes of (some) banks, KK, Unga, KenRe, etc.
This is not about emotions but money.
I just bought more KenRe. Why? It's a laggard on the stock market [19-22] but the EARNINGS add value to the intrinsic value. KenRe makes KES 3-5 (EPS) and pays KES 0.75 and eventually the payoff will show up.
I am a poor trader but I am happy with firms that throw off cash. I want to be a mini-mini-Warren Buffett.
Once KQ is truly profitable, then like WB, I will look at it at a FAIR price. I can't fathom paying 8x NAV for KQ. Even Equity trades at no more than 2x NAV.
BTW, I don't invest in Bandia firms. No more ADSS, HAFR, Deacons, Express, Olympia, etc. I may follow them coz I want to learn but not invest in them. NBK, NBV, Kurwitu must also appear in the bandia stock listing. Meanwhile NAV is fair to use in firms that obtain organic growth and not debt funded.. KQ falls into the latter category so forward PE may be a better measure to use in your stock analysis and waiting for the fair price after profitability is achieved will only mean that you will pay a premium
KQ ABP 4.26
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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obiero wrote:VituVingiSana wrote:Making "short-term" profits, by some, on trading the shares isn't a sign of strength for a firm... A firm that delivers VALUE for all shareholders i.e. will you be happy holding the shares for 10 years if they are suspended from trading?
I like buying (good) BUSINESSES [at fair/cheap prices]...
I like MJ and Mikosz [straight shooters] but I need to see a solid turnaround then pay a FAIR price. Based on the NAV/share and (potential) EPS, it seems that price is sub-5 for me.
I shall look at KQ but it has to provide LONG-TERM profitable growth vs the likes of (some) banks, KK, Unga, KenRe, etc.
This is not about emotions but money.
I just bought more KenRe. Why? It's a laggard on the stock market [19-22] but the EARNINGS add value to the intrinsic value. KenRe makes KES 3-5 (EPS) and pays KES 0.75 and eventually the payoff will show up.
I am a poor trader but I am happy with firms that throw off cash. I want to be a mini-mini-Warren Buffett.
Once KQ is truly profitable, then like WB, I will look at it at a FAIR price. I can't fathom paying 8x NAV for KQ. Even Equity trades at no more than 2x NAV.
BTW, I don't invest in Bandia firms. No more ADSS, HAFR, Deacons, Express, Olympia, etc. I may follow them coz I want to learn but not invest in them. NBK, NBV, Kurwitu must also appear in the bandia stock listing. Meanwhile NAV is fair to use in firms that obtain organic growth and not debt funded.. KQ falls into the latter category so forward PE may be a better measure to use in your stock analysis and waiting for the fair price after profitability is achieved will only mean that you will pay a premium Let's not discuss forward PEs until there is a positive EPS for 4 straight quarters. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:Making "short-term" profits, by some, on trading the shares isn't a sign of strength for a firm... A firm that delivers VALUE for all shareholders i.e. will you be happy holding the shares for 10 years if they are suspended from trading?
I like buying (good) BUSINESSES [at fair/cheap prices]...
I like MJ and Mikosz [straight shooters] but I need to see a solid turnaround then pay a FAIR price. Based on the NAV/share and (potential) EPS, it seems that price is sub-5 for me.
I shall look at KQ but it has to provide LONG-TERM profitable growth vs the likes of (some) banks, KK, Unga, KenRe, etc.
This is not about emotions but money.
I just bought more KenRe. Why? It's a laggard on the stock market [19-22] but the EARNINGS add value to the intrinsic value. KenRe makes KES 3-5 (EPS) and pays KES 0.75 and eventually the payoff will show up.
I am a poor trader but I am happy with firms that throw off cash. I want to be a mini-mini-Warren Buffett.
Once KQ is truly profitable, then like WB, I will look at it at a FAIR price. I can't fathom paying 8x NAV for KQ. Even Equity trades at no more than 2x NAV.
BTW, I don't invest in Bandia firms. No more ADSS, HAFR, Deacons, Express, Olympia, etc. I may follow them coz I want to learn but not invest in them. NBK, NBV, Kurwitu must also appear in the bandia stock listing. Meanwhile NAV is fair to use in firms that obtain organic growth and not debt funded.. KQ falls into the latter category so forward PE may be a better measure to use in your stock analysis and waiting for the fair price after profitability is achieved will only mean that you will pay a premium Let's not discuss forward PEs until there is a positive EPS for 4 straight quarters. Q1 2018 shall be the first return to profit. Expect all historical skeletons to be dumped onto FY 2017 with the airline having adjusted it's reporting FY end-cycle to Dec from Mar
KQ ABP 4.26
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:Making "short-term" profits, by some, on trading the shares isn't a sign of strength for a firm... A firm that delivers VALUE for all shareholders i.e. will you be happy holding the shares for 10 years if they are suspended from trading?
I like buying (good) BUSINESSES [at fair/cheap prices]...
I like MJ and Mikosz [straight shooters] but I need to see a solid turnaround then pay a FAIR price. Based on the NAV/share and (potential) EPS, it seems that price is sub-5 for me.
I shall look at KQ but it has to provide LONG-TERM profitable growth vs the likes of (some) banks, KK, Unga, KenRe, etc.
This is not about emotions but money.
I just bought more KenRe. Why? It's a laggard on the stock market [19-22] but the EARNINGS add value to the intrinsic value. KenRe makes KES 3-5 (EPS) and pays KES 0.75 and eventually the payoff will show up.
I am a poor trader but I am happy with firms that throw off cash. I want to be a mini-mini-Warren Buffett.
Once KQ is truly profitable, then like WB, I will look at it at a FAIR price. I can't fathom paying 8x NAV for KQ. Even Equity trades at no more than 2x NAV.
BTW, I don't invest in Bandia firms. No more ADSS, HAFR, Deacons, Express, Olympia, etc. I may follow them coz I want to learn but not invest in them. NBK, NBV, Kurwitu must also appear in the bandia stock listing. Meanwhile NAV is fair to use in firms that obtain organic growth and not debt funded.. KQ falls into the latter category so forward PE may be a better measure to use in your stock analysis and waiting for the fair price after profitability is achieved will only mean that you will pay a premium Let's not discuss forward PEs until there is a positive EPS for 4 straight quarters. Q1 2018 shall be the first return to profit. Expect all historical skeletons to be dumped onto FY 2017 with the airline having adjusted it's reporting FY end-cycle to Dec from Mar Management and Advisors hide alot of skeletons when restructuring. Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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sparkly wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:Making "short-term" profits, by some, on trading the shares isn't a sign of strength for a firm... A firm that delivers VALUE for all shareholders i.e. will you be happy holding the shares for 10 years if they are suspended from trading?
I like buying (good) BUSINESSES [at fair/cheap prices]...
I like MJ and Mikosz [straight shooters] but I need to see a solid turnaround then pay a FAIR price. Based on the NAV/share and (potential) EPS, it seems that price is sub-5 for me.
I shall look at KQ but it has to provide LONG-TERM profitable growth vs the likes of (some) banks, KK, Unga, KenRe, etc.
This is not about emotions but money.
I just bought more KenRe. Why? It's a laggard on the stock market [19-22] but the EARNINGS add value to the intrinsic value. KenRe makes KES 3-5 (EPS) and pays KES 0.75 and eventually the payoff will show up.
I am a poor trader but I am happy with firms that throw off cash. I want to be a mini-mini-Warren Buffett.
Once KQ is truly profitable, then like WB, I will look at it at a FAIR price. I can't fathom paying 8x NAV for KQ. Even Equity trades at no more than 2x NAV.
BTW, I don't invest in Bandia firms. No more ADSS, HAFR, Deacons, Express, Olympia, etc. I may follow them coz I want to learn but not invest in them. NBK, NBV, Kurwitu must also appear in the bandia stock listing. Meanwhile NAV is fair to use in firms that obtain organic growth and not debt funded.. KQ falls into the latter category so forward PE may be a better measure to use in your stock analysis and waiting for the fair price after profitability is achieved will only mean that you will pay a premium Let's not discuss forward PEs until there is a positive EPS for 4 straight quarters. Q1 2018 shall be the first return to profit. Expect all historical skeletons to be dumped onto FY 2017 with the airline having adjusted it's reporting FY end-cycle to Dec from Mar Management and Advisors hide alot of skeletons when restructuring. True, these "skeletons" can be written off or provided for. I wonder how much of the current NAV/share of 2/- will be decimated with the next set of results? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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sparkly wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:Making "short-term" profits, by some, on trading the shares isn't a sign of strength for a firm... A firm that delivers VALUE for all shareholders i.e. will you be happy holding the shares for 10 years if they are suspended from trading?
I like buying (good) BUSINESSES [at fair/cheap prices]...
I like MJ and Mikosz [straight shooters] but I need to see a solid turnaround then pay a FAIR price. Based on the NAV/share and (potential) EPS, it seems that price is sub-5 for me.
I shall look at KQ but it has to provide LONG-TERM profitable growth vs the likes of (some) banks, KK, Unga, KenRe, etc.
This is not about emotions but money.
I just bought more KenRe. Why? It's a laggard on the stock market [19-22] but the EARNINGS add value to the intrinsic value. KenRe makes KES 3-5 (EPS) and pays KES 0.75 and eventually the payoff will show up.
I am a poor trader but I am happy with firms that throw off cash. I want to be a mini-mini-Warren Buffett.
Once KQ is truly profitable, then like WB, I will look at it at a FAIR price. I can't fathom paying 8x NAV for KQ. Even Equity trades at no more than 2x NAV.
BTW, I don't invest in Bandia firms. No more ADSS, HAFR, Deacons, Express, Olympia, etc. I may follow them coz I want to learn but not invest in them. NBK, NBV, Kurwitu must also appear in the bandia stock listing. Meanwhile NAV is fair to use in firms that obtain organic growth and not debt funded.. KQ falls into the latter category so forward PE may be a better measure to use in your stock analysis and waiting for the fair price after profitability is achieved will only mean that you will pay a premium Let's not discuss forward PEs until there is a positive EPS for 4 straight quarters. Q1 2018 shall be the first return to profit. Expect all historical skeletons to be dumped onto FY 2017 with the airline having adjusted it's reporting FY end-cycle to Dec from Mar Management and Advisors hide alot of skeletons when restructuring. It's called cleaning out the books upon change of reporting cycles, pretty normal and legal
KQ ABP 4.26
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