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Kenya Airways...why ignore..
obiero
#1 Posted : Friday, January 16, 2026 8:03:44 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,329
Location: nairobi
Quote:

Continued from
Kenya Airways...why ignore.. end 2025
http://wazua.co.ke/forum...amp;m=914860#post914860



things fall apart?
COOP, IMH, KEGN, KQ, MTNU
littledove
#2 Posted : Monday, January 19, 2026 7:53:36 AM
Rank: Veteran

Joined: 7/1/2014
Posts: 928
Location: sky
KQ....
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
obiero
#3 Posted : Monday, January 19, 2026 10:10:42 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,329
Location: nairobi
littledove wrote:
KQ....

No real trading happening since 2017. Volume is absent. Literally no single day has gone past 1m shares traded, since coming back from the lengthy suspension. Par value is KES 5.00. Fair value remains at post consolidation price for KQLC. No reasonable/sane trader can/should offload below KES 8.68

COOP, IMH, KEGN, KQ, MTNU
MaichBlack
#4 Posted : Monday, January 19, 2026 3:28:51 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,913
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
Just did the unthinkable. Meanwhile, looking at a one week horizon to possibly dispose COOP holding of KES 4.3m to load up on KQ. @VVS continue to place me in your prayers, especially noting that I owe you KES 10,000

Whaaat? You want to sell dividend-paying Coop, in which its CEO owns a nice stake, to buy loss-making KQ in which the CEO earns millions but has no significant stake? d'oh! d'oh! d'oh!

I am lost for words!!!

"Throwing good money after bad" comes to mind.

But wacha mimi ni ngangane na hali yangu.

@Obiero...
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
obiero
#5 Posted : Monday, January 19, 2026 3:42:30 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,329
Location: nairobi
MaichBlack wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
Just did the unthinkable. Meanwhile, looking at a one week horizon to possibly dispose COOP holding of KES 4.3m to load up on KQ. @VVS continue to place me in your prayers, especially noting that I owe you KES 10,000

Whaaat? You want to sell dividend-paying Coop, in which its CEO owns a nice stake, to buy loss-making KQ in which the CEO earns millions but has no significant stake? d'oh! d'oh! d'oh!

I am lost for words!!!

"Throwing good money after bad" comes to mind.

But wacha mimi ni ngangane na hali yangu.

@Obiero...

My sweet name.. Make sure you also remind people here what was the percentage gain from Obiero's COOP shareholdings. I trade openly and inform my stock picks and exits, consistently. Watch and learn
COOP, IMH, KEGN, KQ, MTNU
MaichBlack
#6 Posted : Monday, January 19, 2026 11:24:01 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,913
obiero wrote:
Just did the unthinkable. Meanwhile, looking at a one week horizon to possibly dispose COOP holding of KES 4.3m to load up on KQ. @VVS continue to place me in your prayers, especially noting that I owe you KES 10,000

@Obiero - You sold in August. Prices were 18/= - 20/=! Stop day dreaming!!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
obiero
#7 Posted : Tuesday, January 20, 2026 7:12:12 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,329
Location: nairobi
MaichBlack wrote:
obiero wrote:
Just did the unthinkable. Meanwhile, looking at a one week horizon to possibly dispose COOP holding of KES 4.3m to load up on KQ. @VVS continue to place me in your prayers, especially noting that I owe you KES 10,000

@Obiero - You sold in August. Prices were 18/= - 20/=! Stop day dreaming!!

You want me to upload my CDS statement? And then again, what was my ABP for COOP since you are heavily invested on my trades? In trading, one only needs to obtain their target exit price, I am not @VVS, Ben Graham, Charlie Munger nor Warren Buffet. Go through wazua and you will note that I have held and flipped multiple counters in KE, UG, RW and Nigeria. SCOM, KNRE, KEGN, KCB, IMH, COOP, BKG, HF, NCBA, BLR.RW, MTN.UG, SBIC.UG, WTK, ZENITH.NGR. None sold below 10% gain, and several above 90% ROI, max being 235%. Finally, since this is the right thread, you will note that I have been averaging down on KQ from previous highs of KES 21 to current ABP of KES 4.26, where my current position represents a dip of only 9% to its last traded price. Dont count my money 😆
COOP, IMH, KEGN, KQ, MTNU
obiero
#8 Posted : Tuesday, January 20, 2026 9:59:13 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,329
Location: nairobi
18% up in 2 days. fair value KES 8.68
COOP, IMH, KEGN, KQ, MTNU
obiero
#9 Posted : Tuesday, January 20, 2026 10:49:03 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,329
Location: nairobi
Obiero's ABP is KES 4.26, tomorrow Jan 21, 2025 at 9:32am KQ will likely reach KES 4.24. Obiero will not sell.

1. The KQ results, especially at operating loss level as at H1 were not pleasant, but heavy lifting has happened in H2 to stop the bleeding. Now only 1 large bird, the 787 remains out of service. In Jun 2026, the 777 returns from Turkish, and is already being prepped and thereafter recoated with KQ livery
2. It is unlikely, near-impossible for KQ to turn a full year profit in 2025. At very best, expect a KES 12B loss for FY 2025
3. With confirmed stoppage of the Open Offer for minority shareholders, the USD 500,000,000 capital injection is the only critical play left on the KQ share. If it fails, it is game over, kamikaze!
4. If you are unable to hold mid-term, say two to three years, you should have sold yesterday or nearest date to yesterday
5. In case you are liquid and able to go long haul, proceed to add new stock/average down at any price below KES 8.68, noting that the KQ share may give you more returns than you ever dreamed about.
6. Watch and learn
COOP, IMH, KEGN, KQ, MTNU
obiero
#10 Posted : Wednesday, January 21, 2026 9:52:46 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,329
Location: nairobi
obiero wrote:
Obiero's ABP is KES 4.26, tomorrow Jan 21, 2025 at 9:32am KQ will likely reach KES 4.24. Obiero will not sell.

1. The KQ results, especially at operating loss level as at H1 were not pleasant, but heavy lifting has happened in H2 to stop the bleeding. Now only 1 large bird, the 787 remains out of service. In Jun 2026, the 777 returns from Turkish, and is already being prepped and thereafter recoated with KQ livery
2. It is unlikely, near-impossible for KQ to turn a full year profit in 2025. At very best, expect a KES 12B loss for FY 2025
3. With confirmed stoppage of the Open Offer for minority shareholders, the USD 500,000,000 capital injection is the only critical play left on the KQ share. If it fails, it is game over, kamikaze!
4. If you are unable to hold mid-term, say two to three years, you should have sold yesterday or nearest date to yesterday
5. In case you are liquid and able to go long haul, proceed to add new stock/average down at any price below KES 8.68, noting that the KQ share may give you more returns than you ever dreamed about.
6. Watch and learn

As it was written..
COOP, IMH, KEGN, KQ, MTNU
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