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Kenya Cement Sector Commentary
Rank: Chief Joined: 5/31/2011 Posts: 5,121
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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  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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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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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 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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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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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 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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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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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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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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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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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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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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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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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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Rank: Member Joined: 11/1/2013 Posts: 257
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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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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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"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: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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Bamburi and EAPCC making money here in phase 1 Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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the Star wrote:LOCAL cement manufacturers enjoyed huge returns in 2014 really when demand for the commodity by contractors soared owing to an increase in mega infrastructural projects.
The Kenya National Bureau of Statistics Data shows cement production stood at 5.88 million metric tonnes in 2014.
This is a 16.27 per cent increase from the 5.05 million metric tonnes of cement produced in 2013 and a further 58.56 per cent increase from 3.71 million metric tonnes produced in 2010.
Cement consumption in 2014 stood at 5.19 million metric tonnes from 4.26 million metric tonnes and 3.1 million metric tonnes consumed in 2013 and 2010, respectively. - See more at: http://www.the-star.co.k...igh#sthash.L0q4MrId.dpuf"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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