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Kenya Cement Sector Commentary
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mwekez@ji
#21 Posted : Monday, August 26, 2013 8:57:03 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
murchr wrote:
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


Laughing out loudly 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?


They swaped half of the loan for a dollar loan (precise word to use is they hedged half of the loan). The remaining half is in yen. @hisah may tell us yen performance
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guru267
#22 Posted : Monday, August 26, 2013 9:00:11 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
murchr wrote:
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


Laughing out loudly 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?


The loan is yen denominated and the currency has crashed against the Shilling!
Mark 12:29
Deuteronomy 4:16
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mwekez@ji
#23 Posted : Monday, August 26, 2013 9:15:05 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
guru267 wrote:
murchr wrote:
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


Laughing out loudly 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?


The loan is yen denominated and the currency has crashed against the Shilling!


Good for EAPC on the 50% portion of the loan exposed to yen currency
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mwekez@ji
#24 Posted : Wednesday, September 18, 2013 11:07:46 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Portland inches closer to privatisation >>> http://www.businessdailyafrica....12/-/jh6uug/-/index.html
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Aguytrying
#25 Posted : Thursday, September 19, 2013 11:23:34 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mwekez@ji wrote:
Portland inches closer to privatisation >>> http://www.businessdailyafrica....12/-/jh6uug/-/index.html


that's it. I'm buying. my problem here was always gava. its undervalued...I think. due diligence needed
The investor's chief problem - and even his worst enemy - is likely to be himself
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mwekez@ji
#26 Posted : Thursday, October 03, 2013 6:31:18 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Kenya's ARM Cement sees profit up 35 pct this year due regional growth

"This year we are looking at increasing our top line and bottom line by 35 percent over last year and next year we expect a similar growth," Pradeep Paunrana told Reuters in his office, referring to his expectations for profitability and sales.

ARM posted a 31 percent jump in pretax profit in 2012 to 1.76 billion shillings ($20.29 million).

Pradeep also told Reuters that the company will be making announcement very shortly on fund raising

http://www.reuters.com/article/...rm-idUSL6N0HT1TL20131003
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murchr
#27 Posted : Monday, October 07, 2013 3:39:23 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Local firms led by East Africa Portland Cement Company (EAPCC) are racing to strike deals with Kitui County to secure the coveted raw material.

This will re-open the fight for Kitui mines, which three years ago locked Bamburi Cement and ARM Cement in a court battle for control of a 180-square kilometre piece of land endowed with limestone.

http://www.businessdaily...394/-/iu6cf/-/index.html
"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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mwekez@ji
#28 Posted : Wednesday, January 08, 2014 10:30:04 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
New mining levy set to raise price of cement

http://www.businessdailyafrica....6/-/qoq207z/-/index.html
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dunkang
#29 Posted : Sunday, May 04, 2014 1:40:28 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
Savanah Cement is damn aggresive. A few years ago it was only Bamburi Cement for all (or at least most) of the major construction sites (GoK mega projects), never knew Savanah Cement would crack such a market.
Receive with simplicity everything that happens to you.” ― Rashi

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Magnate
#30 Posted : Saturday, May 17, 2014 3:22:39 PM
Rank: Member

Joined: 11/1/2013
Posts: 257
EA Portland Cement Profit Warning Announcement
https://www.nse.co.ke/li...pany-announcements.html

don't say you weren't warned
No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
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