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Kenya Cement Sector Commentary
Rank: Member Joined: 4/25/2012 Posts: 110
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mwekez@ji wrote:@guru, ARM price is full. The company's capacity increase has been factored in the price ... And there is the ghost of convertible debt I have been waiting for ARM price to dip to around levels just before the split but seems this will be a tall order.For now it is overbought from the graph and that is always a purchase hurdle for me. I love growth stocks but I still use some value based assessments to some extent. There is nothing as dangerous as an Idea, when there is only one Idea
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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mwekez@ji wrote:@guru, ARM price is full. The company's capacity increase has been factored in the price ... And there is the ghost of convertible debt I remember ARM pre split was trading at 99bob and everyone said the price was full and look where we are today! Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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guru267 wrote:mwekez@ji wrote:@guru, ARM price is full. The company's capacity increase has been factored in the price ... And there is the ghost of convertible debt I remember ARM pre split was trading at 99bob and everyone said the price was full and look where we are today! That reiterates the fact that should keep off the current price!
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Aguytrying wrote:what about gava factor, they should put its as. a disclaimer when peddling these lofty valuations. In the comprehensive report, the past corporate governance issues resulting from gava factor have been presented as weakness. While the past issues seems to be settled, a caution has been noted.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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MoneyMonger wrote:mwekez@ji wrote:@guru, ARM price is full. The company's capacity increase has been factored in the price ... And there is the ghost of convertible debt I have been waiting for ARM price to dip to around levels just before the split but seems this will be a tall order.For now it is overbought from the graph and that is always a purchase hurdle for me. I love growth stocks but I still use some value based assessments to some extent. @MoneyMonger, as a value investor, your attention is being genuinely drawn to EAPC
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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mwekez@ji wrote:MoneyMonger wrote:mwekez@ji wrote:@guru, ARM price is full. The company's capacity increase has been factored in the price ... And there is the ghost of convertible debt I have been waiting for ARM price to dip to around levels just before the split but seems this will be a tall order.For now it is overbought from the graph and that is always a purchase hurdle for me. I love growth stocks but I still use some value based assessments to some extent. @MoneyMonger, as a value investor, your attention is being genuinely drawn to EAPC me too but its a fair (bad) company At a good price The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Aguytrying wrote:mwekez@ji wrote:MoneyMonger wrote:mwekez@ji wrote:@guru, ARM price is full. The company's capacity increase has been factored in the price ... And there is the ghost of convertible debt I have been waiting for ARM price to dip to around levels just before the split but seems this will be a tall order.For now it is overbought from the graph and that is always a purchase hurdle for me. I love growth stocks but I still use some value based assessments to some extent. @MoneyMonger, as a value investor, your attention is being genuinely drawn to EAPC me too but its a fair (bad) company At a good price  When are they releasing their results? "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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murchr wrote:Aguytrying wrote:mwekez@ji wrote:MoneyMonger wrote:mwekez@ji wrote:@guru, ARM price is full. The company's capacity increase has been factored in the price ... And there is the ghost of convertible debt I have been waiting for ARM price to dip to around levels just before the split but seems this will be a tall order.For now it is overbought from the graph and that is always a purchase hurdle for me. I love growth stocks but I still use some value based assessments to some extent. @MoneyMonger, as a value investor, your attention is being genuinely drawn to EAPC me too but its a fair (bad) company At a good price When are they releasing their results? Wewe cheka tu. The full year results to June 2013 are a turnaround, refer to half year results to Dec 2012. .... Last full year results were released on 30th October.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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@Ericsson, doesnt EAPC have a running 450,000 tonne clinker
plant?
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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mwekez@ji wrote:murchr wrote:Aguytrying wrote:mwekez@ji wrote:MoneyMonger wrote:mwekez@ji wrote:@guru, ARM price is full. The company's capacity increase has been factored in the price ... And there is the ghost of convertible debt I have been waiting for ARM price to dip to around levels just before the split but seems this will be a tall order.For now it is overbought from the graph and that is always a purchase hurdle for me. I love growth stocks but I still use some value based assessments to some extent. @MoneyMonger, as a value investor, your attention is being genuinely drawn to EAPC me too but its a fair (bad) company At a good price When are they releasing their results? Wewe cheka tu. The full year results to June 2013 are a turnaround, refer to half year results to Dec 2012. .... Last full year results were released on 30th October. I dont doubt that....is the loan still yen denominated? if so hows the yen performing? "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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