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Kenya Airways...why ignore..
Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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muandiwambeu wrote:sparkly wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Cde Monomotapa wrote:obiero wrote:Cde Monomotapa wrote:@alais Obiero. Saw your tip on this. My indecision is still how to price & value KQ stock. Reason? Why would a bank(s) oppose? My little banking knowledge says being asked to cover paper losses with hard cash. That's clear. Consult more @ the Exchange bar and revert. Hio swali sijaelewa kaka A certain IPO. The Bank, Ad agency or the IPO. 66.6% the opposing banks were not banks of substance so we excuse them.. As for the pricing, there is nothing that would make a diligent investor sell below KES 8.52 which is the conversion price for the KQ Lenders Co Ltd, ESOP and GoK stake So 4 of today's shares = 1 "new" share? 4.50 x 4 = 18 New share = 4 existing shares = 8.52 I don't get the logic but I am sure @Obiero can expound! A better approach to understand the conversion would be to look at the KQ Lenders Co Ltd offering post share split but pre consolidation Since most shareholders aren't part of "KQ Lenders Co Ltd" what does that mean for EXISTING (minority) shareholders? Is today's share at 4.50 worth 2x more than after the restructuring [assuming 8.52 after 4 "old" shares are converted to 1 "new" share]? Yes. That's what's up. However the minority shareholders will need to pump in more cash via the Open Offer to achieve parity with the conversion shares of the majority shareholders.. This deal takes the Crown for con of the century. Brief, very clear, accurate, precise, true, measurable, guranteeable statement, so far i have heard about kqueer Convert for shares to one. Create new shares and offer them to public to buy a companies name for 1.xy then expect buyers at 1.xy to book their gains at 8.5. Thats vlondoo ecomics for sure. Investors inside have doused themselves with high octane petrol and are now drinking to their fill waitng to be burnt to recogniton. Hapa sio blood on the streats, it shall be roasted investors on the streat. I can not wait.  Hahaha
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
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maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO?
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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ArrestedDev wrote:maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO? Yeah low numbers...Washington. possunt quia posse videntur
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Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
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maka wrote:ArrestedDev wrote:maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO? Yeah low numbers...Washington. When? Good decision for KQ to fly direct rather than just a codeshare which Ngunze was targeting.
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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ArrestedDev wrote:maka wrote:ArrestedDev wrote:maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO? Yeah low numbers...Washington. When? Good decision for KQ to fly direct rather than just a codeshare which Ngunze was targeting. Hadi DC ndaani, ndaaani.. The Pride of Africa
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 3/2/2009 Posts: 26,325 Location: Masada
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maka wrote:KQ will stop flying to Hanoi... This route was sanctioned by Mbuvi and I called it shiet on day one. It has kwom to pass.  Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Elder Joined: 3/2/2009 Posts: 26,325 Location: Masada
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ArrestedDev wrote:maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO? They should make that route direct flight to Guangzhou (gwanjo)...that's was the original intention I think. There is no business stopping to buy rice in Hanoi. We have rice in Ahero and Mwea. Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Chief Joined: 1/3/2007 Posts: 18,060 Location: Nairobi
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Impunity wrote:ArrestedDev wrote:maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO? They should make that route direct flight to Guangzhou (gwanjo)...that's was the original intention I think. There is no business stopping to buy rice in Hanoi. We have rice in Ahero and Mwea. Wasn't there a direct flight NBO-CAN? Didn't it fly with a high PLF & cargo? 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: 13,475 Location: nairobi
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KQ to move the terminal at Charles de Gaulle in Paris, France from 2C to 2E for enhanced customer service.. Kudos to Sebastian and Joseph for having moves like Jagger.. Now if only they could announce the restructuring results plus Open Offer TCs
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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ArrestedDev wrote:maka wrote:ArrestedDev wrote:maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO? Yeah low numbers...Washington. When? Good decision for KQ to fly direct rather than just a codeshare which Ngunze was targeting. April 3rd think I had posted earlier... possunt quia posse videntur
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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ArrestedDev wrote:maka wrote:ArrestedDev wrote:maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO? Yeah low numbers...Washington. When? Good decision for KQ to fly direct rather than just a codeshare which Ngunze was targeting. Who wont be flying to Nairobi? Those Oman fellows gave the handling work to Swissport instead of KQ and thats where the good money is... possunt quia posse videntur
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Rank: Member Joined: 5/6/2008 Posts: 199
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VituVingiSana wrote:Impunity wrote:ArrestedDev wrote:maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO? They should make that route direct flight to Guangzhou (gwanjo)...that's was the original intention I think. There is no business stopping to buy rice in Hanoi. We have rice in Ahero and Mwea. Wasn't there a direct flight NBO-CAN? Didn't it fly with a high PLF & cargo? Likely to be payload limited with the current fleet of 787 according to my source. It was ideal on the 777-300ER (but economically bad for KQ because of a poorly/neglegently negotiated lease way above market rates), now sub-leased to Turkish? @Maka, any word on the B77W return/not?
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Rank: Member Joined: 5/29/2016 Posts: 898 Location: Nairobi
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tandich wrote:VituVingiSana wrote:Impunity wrote:ArrestedDev wrote:maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO? They should make that route direct flight to Guangzhou (gwanjo)...that's was the original intention I think. There is no business stopping to buy rice in Hanoi. We have rice in Ahero and Mwea. Wasn't there a direct flight NBO-CAN? Didn't it fly with a high PLF & cargo? Likely to be payload limited with the current fleet of 787 according to my source. It was ideal on the 777-300ER (but economically bad for KQ because of a poorly/neglegently negotiated lease way above market rates), now sub-leased to Turkish? @Maka, any word on the B77W return/not? Isn't the return opposed by KLM?
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Over 8400 posts on a company that has not turned a cent in profits for 5 years. Witchcraft is real. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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sparkly wrote:Over 8400 posts on a company that has not turned a cent in profits for 5 years.
Witchcraft is real. People have traded profitably on the stock as recently as 4 months ago.. Additionally KQ was the best performing stock last year at the NSE.. Further, going forward there's no turning back in the share price.. The only way is up bro.. Watch it in the next few weeks and feel free to comment
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,060 Location: Nairobi
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obiero wrote:sparkly wrote: Over 8400 posts on a company that has not turned a cent in profits for 5 years.
Witchcraft is real. People have traded profitably on the stock as recently as 4 months ago.. Additionally KQ was the best performing stock last year at the NSE.. Further, going forward there's no turning back in the share price.. The only way is up bro.. Watch it in the next few weeks and feel free to comment "Over 8400 posts on a company that has not turned a cent in profits for 5 years. Witchcraft is real."    [And unlikely to see a meaningful profit this FY either!] Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,060 Location: Nairobi
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tandich wrote:VituVingiSana wrote:Impunity wrote:ArrestedDev wrote:maka wrote:KQ will stop flying to Hanoi... Low pax count? Ngunze's bad decisions. Where are they planning to go next? Sebastian now starting a proper restructuring. Codeshare with Oman Air means they won't be flying to NBO? They should make that route direct flight to Guangzhou (gwanjo)...that's was the original intention I think. There is no business stopping to buy rice in Hanoi. We have rice in Ahero and Mwea. Wasn't there a direct flight NBO-CAN? Didn't it fly with a high PLF & cargo? Likely to be payload limited with the current fleet of 787 according to my source. It was ideal on the 777-300ER (but economically bad for KQ because of a poorly/neglegently negotiated lease way above market rates), now sub-leased to Turkish? @Maka, any word on the B77W return/not? Why would KQ sub-lease out a plane they need on NBO-CAN? If Turkish is paying KQ "market rates" then KQ is paying the lessor ["a poorly/negligently negotiated lease way above market rates"] more than it receives. Why not then just keep the plane & effectively service NBO-CAN? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,641 Location: NAIROBI
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http://www.businessdaily...5424-6txkj0z/index.html
These KCAA guys will completely finish KQ Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,641 Location: NAIROBI
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http://www.businessdaily...085864-aw0ql/index.html
Kenya Airways (KQ) lost a record 55 pilots last year, raising to nearly 100 the number of pilots who have exited the struggling national carrier in two years. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,060 Location: Nairobi
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What's ET doing right that KQ isn't? http://www.theeastafrica...85128-8qwtef/index.html
@Ericsson - Seems that most airlines licensed to fly by KCAA are domestic airlines [why restrict other investors?] or charter operators. Charter flights target specific markets and whose clients/tourists are often sold packages including flights. If they don't come to Kenya, they will go elsewhere. If one checks out Thomson/TUI websites, the deals are incredible i.e. the entire holiday package can be as low as what we pay NBO-LHR-NBO on KQ. This means either KQ has a great source market OR there's a monopoly. I wish I could get such deals from TUI/Thomson ex-Kenya to Egypt, India, Vietnam, Turkey, etc. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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