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Crazy volumes on BAMBURI..
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Just traded 1million shares in 1 trade.. Who is this exiting/entering this stock¿¿ Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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They usually announce their full year results in February.
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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And someone has just been advised/informed that the results are in a 'nothing to smile about' state, so he is exiting seriously, whilst some Wazuans that depend on Business Daily and other Public News are buying like fools! AVOID? AVOID! AVOID! AVOID! Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Having done research on the Kenyan Cement stocks I would go for Bamburi over ARM anytime...Bamburi is blue chip...NSSF must be finally exiting 
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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 $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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dunkang wrote: whilst some Wazuans that depend on Business Daily and other Public News are buying like fools!
AVOID? AVOID! AVOID! AVOID! It was only one trade for 1million shares.. only One buyer and im guessing one seller or two at most.. One trade for 125million shillings is highly unlikely to have been excecuted by someone who uses BD for info.. Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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guru267 wrote:dunkang wrote: whilst some Wazuans that depend on Business Daily and other Public News are buying like fools!
AVOID? AVOID! AVOID! AVOID! It was only one trade for 1million shares.. only One buyer and im guessing one seller or two at most.. One trade for 125million shillings is highly unlikely to have been excecuted by someone who uses BD for info..
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Rank: Member Joined: 2/25/2009 Posts: 68
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Rank: Member Joined: 2/25/2009 Posts: 68
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the deal wrote:Having done research on the Kenyan Cement stocks I would go for Bamburi over ARM anytime...Bamburi is blue chip...NSSF must be finally exiting @deal on contrary, i would go for ARM over Bamburi. Reasons 1. Bamburi is a blue ship firm which has a strong balance sheet.ARM on the other hand is highly geared with lots of debt ( including a private equity) who are financing its capacity expansion. the capacity in Kenya has been expanded over the last two years to 1metric tonnes of cement p.a. in Athi river mining and improving its kaloleni plant. In Tanzania, the company by the 3rd quarter of this year should have both Tanga and Dar plant operating at a capacity of 1.5mT p.a. ( the largest capacity to be held by a single player).within Kenya, where Bamburi dominates, the expansion and new players are joining in hence price is expected to generally remain static, meaning without additional capacity(by Bamburi), earnings growth expected is minimal resulting from cost efficiencies 2. Diversification. ARM hold a product portfolio of cement, fertiliser, lime, soda carbonates and other minerals. whereas cement has the largest market share, the other products offers earnings stability. within this year, fertiliser production units is expected to be aligned as a subsidiary on its own before searching a private investor who will inject capital to expand capacity. In short, the weak balance sheet may pull down the prices bur in the next three to four years after repayment of obligations, ARM will be the king. my 2 cents
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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junior wrote:the deal wrote:Having done research on the Kenyan Cement stocks I would go for Bamburi over ARM anytime...Bamburi is blue chip...NSSF must be finally exiting @deal on contrary, i would go for ARM over Bamburi. Reasons 1. Bamburi is a blue ship firm which has a strong balance sheet.ARM on the other hand is highly geared with lots of debt ( including a private equity) who are financing its capacity expansion. the capacity in Kenya has been expanded over the last two years to 1metric tonnes of cement p.a. in Athi river mining and improving its kaloleni plant. In Tanzania, the company by the 3rd quarter of this year should have both Tanga and Dar plant operating at a capacity of 1.5mT p.a. ( the largest capacity to be held by a single player).within Kenya, where Bamburi dominates, the expansion and new players are joining in hence price is expected to generally remain static, meaning without additional capacity(by Bamburi), earnings growth expected is minimal resulting from cost efficiencies 2. Diversification. ARM hold a product portfolio of cement, fertiliser, lime, soda carbonates and other minerals. whereas cement has the largest market share, the other products offers earnings stability. within this year, fertiliser production units is expected to be aligned as a subsidiary on its own before searching a private investor who will inject capital to expand capacity. In short, the weak balance sheet may pull down the prices bur in the next three to four years after repayment of obligations, ARM will be the king. my 2 cents Bamburi is in Uganda...Uganda has oil...the company is well positioned to tape into the construction boom that will occur there in the next 3-5 years.
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Rank: Veteran Joined: 11/11/2006 Posts: 972 Location: Home
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Any one with the official numbers, seen these on twitter. PBT up 12% to KES 8.5Bn shored up by gains on cash deposits, exchange gains on FX cash balances. EPS KES14.44 vs KES14.02; Final dividend of KES8 in addition to an interim dividend of KES2
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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Rank: Veteran Joined: 2/2/2012 Posts: 1,134 Location: Nairobi
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the deal wrote:junior wrote:the deal wrote:Having done research on the Kenyan Cement stocks I would go for Bamburi over ARM anytime...Bamburi is blue chip...NSSF must be finally exiting @deal on contrary, i would go for ARM over Bamburi. Reasons 1. Bamburi is a blue ship firm which has a strong balance sheet.ARM on the other hand is highly geared with lots of debt ( including a private equity) who are financing its capacity expansion. the capacity in Kenya has been expanded over the last two years to 1metric tonnes of cement p.a. in Athi river mining and improving its kaloleni plant. In Tanzania, the company by the 3rd quarter of this year should have both Tanga and Dar plant operating at a capacity of 1.5mT p.a. ( the largest capacity to be held by a single player).within Kenya, where Bamburi dominates, the expansion and new players are joining in hence price is expected to generally remain static, meaning without additional capacity(by Bamburi), earnings growth expected is minimal resulting from cost efficiencies 2. Diversification. ARM hold a product portfolio of cement, fertiliser, lime, soda carbonates and other minerals. whereas cement has the largest market share, the other products offers earnings stability. within this year, fertiliser production units is expected to be aligned as a subsidiary on its own before searching a private investor who will inject capital to expand capacity. In short, the weak balance sheet may pull down the prices bur in the next three to four years after repayment of obligations, ARM will be the king. my 2 cents Bamburi is in Uganda...Uganda has oil...the company is well positioned to tape into the construction boom that will occur there in the next 3-5 years. Is it Bamburi that is in Uganda or Lafage [the parent company]? I know Lafage has a large stake in Hima Cement of Kasese.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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chiaroscuro wrote:Is it Bamburi that is in Uganda or Lafage [the parent company]? I know Lafage has a large stake in Hima Cement of Kasese. Bamburi is in Uganda full force through Hima Cement.. Things will sweeten when that boom comes around.. Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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the deal wrote:junior wrote:the deal wrote:Having done research on the Kenyan Cement stocks I would go for Bamburi over ARM anytime...Bamburi is blue chip...NSSF must be finally exiting @deal on contrary, i would go for ARM over Bamburi. Reasons 1. Bamburi is a blue ship firm which has a strong balance sheet.ARM on the other hand is highly geared with lots of debt ( including a private equity) who are financing its capacity expansion. the capacity in Kenya has been expanded over the last two years to 1metric tonnes of cement p.a. in Athi river mining and improving its kaloleni plant. In Tanzania, the company by the 3rd quarter of this year should have both Tanga and Dar plant operating at a capacity of 1.5mT p.a. ( the largest capacity to be held by a single player).within Kenya, where Bamburi dominates, the expansion and new players are joining in hence price is expected to generally remain static, meaning without additional capacity(by Bamburi), earnings growth expected is minimal resulting from cost efficiencies 2. Diversification. ARM hold a product portfolio of cement, fertiliser, lime, soda carbonates and other minerals. whereas cement has the largest market share, the other products offers earnings stability. within this year, fertiliser production units is expected to be aligned as a subsidiary on its own before searching a private investor who will inject capital to expand capacity. In short, the weak balance sheet may pull down the prices bur in the next three to four years after repayment of obligations, ARM will be the king. my 2 cents Bamburi is in Uganda...Uganda has oil...the company is well positioned to tape into the construction boom that will occur there in the next 3-5 years. Analysts tip Uganda market to drive Bamburi Cement top line http://www.businessdaily...4/-/srur7gz/-/index.html
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Crazy volumes on BAMBURI..
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