Wazua
»
Investor
»
Stocks
»
Kenya Airways...why ignore..
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
|
obiero wrote:sparkly wrote:obiero wrote:@arresteddev a KQ loss of KES 10B, down from KES 26B is still good news. We wait Further losses cannot be good news. If you are suffering from Malaria, good news is to told that you are healed of Malaria, not that you have also caught Cholera. If in a deep coma over a long time , even slight twitch of the eyes gives hope  possunt quia posse videntur
|
|
|
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
|
obiero wrote:sparkly wrote:obiero wrote:@arresteddev a KQ loss of KES 10B, down from KES 26B is still good news. We wait Further losses cannot be good news. If you are suffering from Malaria, good news is to told that you are healed of Malaria, not that you have also caught Cholera. If in a deep coma over a long time , even slight twitch of the eyes gives hope  hapo umeshinda Life is short. Live passionately.
|
|
|
Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
|
sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:@arresteddev a KQ loss of KES 10B, down from KES 26B is still good news. We wait Further losses cannot be good news. If you are suffering from Malaria, good news is to told that you are healed of Malaria, not that you have also caught Cholera. If in a deep coma over a long time , even slight twitch of the eyes gives hope hapo umeshinda On point. Let's bank on the new CEO. Anything to do with Ngunze and this Airline is not worth discussing. I cannot wait for the new CEO to take over officially.
|
|
|
Rank: Chief Joined: 8/4/2010 Posts: 8,977
|
Supply test continues at former resistance now turned support  $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
|
|
|
Rank: Veteran Joined: 3/26/2012 Posts: 985 Location: Dar es salaam,Tanzania
|
hisah wrote:Supply test continues at former resistance now turned support yep..as supply thins at 7.2 with increase in supply at 6.45-6.6
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
|
|
|
Rank: Member Joined: 6/25/2009 Posts: 41
|
Please confirm told McK yet to go as ostensibly claiming $20 as bonuses coz "market effects" ate their input smh!!!!!!!
Anyone with close contacts inside who can affirm or refute this.tso many computations reconciliations thought they were to turn around or someone cleaning house before new CEO
|
|
|
Rank: New-farer Joined: 5/24/2017 Posts: 44
|
Jibabe wrote:Please confirm told McK yet to go as ostensibly claiming $20 as bonuses coz "market effects" ate their input smh!!!!!!!
Anyone with close contacts inside who can affirm or refute this.tso many computations reconciliations thought they were to turn around or someone cleaning house before new CEO Watu wanasafisha nyumba. But pia the McKinsey contract was flawed all along. Heard that they brought nothing new to the table
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
|
ArrestedDev wrote:obiero wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote: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 Barely enough time to load up.. KQ is on the runway, ready to rise to unimaginable heights. Thank me on May 5th On May 5th the Lapis Philosophurum will be unveiled at pride centre... will turn a pile of manure into gold. Amen At least we agree that we are dealing with manure  . let us wait and see your Lapis. @obiero gave guidance on 21.03.2017. @wazua I trade on exchange bar information. May 5th is today.. Up 9.32% on the promised date. More price jumps to come, shortly This Thursday, the official rally begins with the first big announcement being full year results relayed by the great Ngunze.. Mid June the last big announcement by the great Ngunze sends us to KES 10. This is guaranteed. Thank me later The new CEO to take over by June, 01. There is no way Ngunze will be making the announcement in mid June. The full year results to be announced are still bad with a loss of more than 10billion. Please do not expect a rally. No sooner had @arresteddev cursed the pride of Africa than the stock turned up its flight trajectory. Closing price KES 7.. Tomorrow it may rise 12% with trading limits off.. http://live.mystocks.co.ke/m/stock=KQ
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
|
Bye. Ta tah. So long, Mbuvi Ngunze.. You did your best and that's all that matters http://www.businessdaily...40786-9h4wpdz/index.html
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
|
|
|
Rank: Elder Joined: 3/2/2009 Posts: 26,325 Location: Masada
|
obiero wrote:ArrestedDev wrote:obiero wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote: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 Barely enough time to load up.. KQ is on the runway, ready to rise to unimaginable heights. Thank me on May 5th On May 5th the Lapis Philosophurum will be unveiled at pride centre... will turn a pile of manure into gold. Amen At least we agree that we are dealing with manure . let us wait and see your Lapis. @obiero gave guidance on 21.03.2017. @wazua I trade on exchange bar information. May 5th is today.. Up 9.32% on the promised date. More price jumps to come, shortly This Thursday, the official rally begins with the first big announcement being full year results relayed by the great Ngunze.. Mid June the last big announcement by the great Ngunze sends us to KES 10. This is guaranteed. Thank me later The new CEO to take over by June, 01. There is no way Ngunze will be making the announcement in mid June. The full year results to be announced are still bad with a loss of more than 10billion. Please do not expect a rally. No sooner had @arresteddev cursed the pride of Africa than the stock turned up its flight trajectory. Closing price KES 7.. Tomorrow it may rise 12% with trading limits off.. http://live.mystocks.co.ke/m/stock=KQ
Tomorrow is the full year announcement...what will the loss be? Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
|
|
|
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
|
obiero wrote:maka wrote:Jitahidi wrote:maka wrote:Paul Kasimu back as HR director ... Evidence? I am so sorry I stand corrected he has gone to Scom... Whitecap mingi... Apology accepted  possunt quia posse videntur
|
|
|
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
|
Those who are riding inside are greatly terrified only that ni kujikaza tu! John 5:17 But Jesus replied, “My Father is always working, and so am I.”
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
|
A decent set of results considering the circumstances.. We now await the big announcement mid next month
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
|
|
|
Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
|
obiero wrote:A decent set of results considering the circumstances.. We now await the big announcement mid next month I told you long ago that the loss is 10billion. Ngunze has been overseeing a massive rot in this Company. I am very relieved that he is exiting and a very strong manager taking over. Whoever appointed Ngunze to that position made a very big mistake. It will take sometime to fully put this Airline back on track. No competitive advantage at it's disposal anymore.
|
|
|
Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
|
By the way with the reduction of the loss, there is no impact at all. KQ is even now in a worse state considering the fact that key assets that could have been used to generate income in the near future were offloaded, some at throw away prices.
The reduction in the loss was only occassioned by the cosmetic changes i.e. unsustainable cost cutting measures rather than addressing the underlying problems.
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
|
ArrestedDev wrote:By the way with the reduction of the loss, there is no impact at all. KQ is even now in a worse state considering the fact that key assets that could have been used to generate income in the near future were offloaded, some at throw away prices.
The reduction in the loss was only occassioned by the cosmetic changes i.e. unsustainable cost cutting measures rather than addressing the underlying problems. What you have written is emotional
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
|
|
|
Rank: Veteran Joined: 4/4/2016 Posts: 1,996 Location: Kitale
|
ArrestedDev wrote:By the way with the reduction of the loss, there is no impact at all. KQ is even now in a worse state considering the fact that key assets that could have been used to generate income in the near future were offloaded, some at throw away prices.
The reduction in the loss was only occassioned by the cosmetic changes i.e. unsustainable cost cutting measures rather than addressing the underlying problems. On the contrary,these results are good.Its not just the asset sale only,there has been efficient measures taken to curb spiralling expenditure.The corruption loopholes has been addressed.All these due to effect of Michael Joseph.What is needed now is some cash injection and the airline will be back into profitability immediately. Towards the goal of financial freedom
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
|
Ebenyo wrote:ArrestedDev wrote:By the way with the reduction of the loss, there is no impact at all. KQ is even now in a worse state considering the fact that key assets that could have been used to generate income in the near future were offloaded, some at throw away prices.
The reduction in the loss was only occassioned by the cosmetic changes i.e. unsustainable cost cutting measures rather than addressing the underlying problems. On the contrary,these results are good.Its not just the asset sale only,there has been efficient measures taken to curb spiralling expenditure.The corruption loopholes has been addressed.All these due to effect of Michael Joseph.What is needed now is some cash injection and the airline will be back into profitability immediately. Indeed. I would not be surprised by a H1 profit. No one here was expecting a profit for the full year.. Maybe @spikes only
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
|
|
|
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
|
Ebenyo wrote:ArrestedDev wrote:By the way with the reduction of the loss, there is no impact at all. KQ is even now in a worse state considering the fact that key assets that could have been used to generate income in the near future were offloaded, some at throw away prices.
The reduction in the loss was only occassioned by the cosmetic changes i.e. unsustainable cost cutting measures rather than addressing the underlying problems. On the contrary,these results are good.Its not just the asset sale only,there has been efficient measures taken to curb spiralling expenditure.The corruption loopholes has been addressed.All these due to effect of Michael Joseph.What is needed now is some cash injection and the airline will be back into profitability immediately. Even before MJ initiatives were ongoing and the successful guys have been awarded trips to some of the KQ destinations...Probably his full impact will be felt this year... possunt quia posse videntur
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
|
 The devil lies in the turnover narrative. Otherwise, quite decent results. The market has already responded appropriately.. No panic
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
|
|
|
Wazua
»
Investor
»
Stocks
»
Kenya Airways...why ignore..
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.
|