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Bamburi Cement HY2014 PBT down 28%
murchr
#31 Posted : Tuesday, December 30, 2014 5:29:43 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Aguytrying wrote:
I would say "BUY VALUE".

on bamburi, could the merger of holcim and la farge be responsible for the sharp decline.

either way, shoot first ask questions later for me.


DITTO!!
"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
.
mozenrat
#32 Posted : Tuesday, December 30, 2014 6:09:31 PM
Rank: Veteran

Joined: 5/18/2008
Posts: 796
murchr wrote:
Aguytrying wrote:
I would say "BUY VALUE".

on bamburi, could the merger of holcim and la farge be responsible for the sharp decline.

either way, shoot first ask questions later for me.


DITTO!!


Please expound on the "BUY VALUE" comment. This company's profits have been declining steadily since 2010. Is there something else that I'm missing.

Frankly speaking, I would only buy it for speculation.. looking at those peaks and troughs
Akenyan2014
#33 Posted : Thursday, January 01, 2015 8:08:16 AM
Rank: Member

Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
mozenrat wrote:
murchr wrote:
Aguytrying wrote:
I would say "BUY VALUE".

on bamburi, could the merger of holcim and la farge be responsible for the sharp decline.

either way, shoot first ask questions later for me.


DITTO!!


Please expound on the "BUY VALUE" comment. This company's profits have been declining steadily since 2010. Is there something else that I'm missing.

Frankly speaking, I would only buy it for speculation.. looking at those peaks and troughs


Doesn't it mean the potential upside profitability after they 'eat the seed' from the new contracts eg SGR ?
mozenrat
#34 Posted : Thursday, January 01, 2015 6:23:26 PM
Rank: Veteran

Joined: 5/18/2008
Posts: 796
Akenyan2014 wrote:
mozenrat wrote:
murchr wrote:
Aguytrying wrote:
I would say "BUY VALUE".

on bamburi, could the merger of holcim and la farge be responsible for the sharp decline.

either way, shoot first ask questions later for me.


DITTO!!


Please expound on the "BUY VALUE" comment. This company's profits have been declining steadily since 2010. Is there something else that I'm missing.

Frankly speaking, I would only buy it for speculation.. looking at those peaks and troughs


Doesn't it mean the potential upside profitability after they 'eat the seed' from the new contracts eg SGR ?



good point.. Thanks... is there any indication that they've won related tenders?
Aguytrying
#35 Posted : Thursday, January 01, 2015 11:45:40 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
The only worry I have is the large dividend payments. all of the profits In some financial periods. I find it hard to divorce this with the merger. hope it will be good or at least status quo after merger.

on infrastructure contracts I remember reading of something along that line and I know they are very keen on that segment
The investor's chief problem - and even his worst enemy - is likely to be himself
Boris Boyka
#36 Posted : Sunday, February 08, 2015 8:05:13 PM
Rank: Veteran

Joined: 11/15/2013
Posts: 1,977
Location: Here
CER
www.kenyaengineer.co.ke/...es-as-a-source-of-energy
if last years date ( 7th Feb 2014) is anything to go by results are 4weeks away. I expect good results and a nice dvdnd to boost the share back to its support level.After bagging SGR tender, there should be better returns in HY. If the efficiency is maintained then FY 2015.@Aguy....@Mweke
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
Aguytrying
#37 Posted : Monday, February 09, 2015 9:55:15 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Boris Boyka wrote:
CER
www.kenyaengineer.co.ke/...es-as-a-source-of-energy
if last years date ( 7th Feb 2014) is anything to go by results are 4weeks away. I expect good results and a nice dvdnd to boost the share back to its support level.After bagging SGR tender, there should be better returns in HY. If the efficiency is maintained then FY 2015.@Aguy....@Mweke


True. I'll be looking at H2 2014 also, the turn around should have already started.
The investor's chief problem - and even his worst enemy - is likely to be himself
TheGeek
#38 Posted : Thursday, March 05, 2015 9:49:06 AM
Rank: Member

Joined: 7/3/2014
Posts: 245
Aguytrying wrote:
Boris Boyka wrote:
CER
www.kenyaengineer.co.ke/...es-as-a-source-of-energy
if last years date ( 7th Feb 2014) is anything to go by results are 4weeks away. I expect good results and a nice dvdnd to boost the share back to its support level.After bagging SGR tender, there should be better returns in HY. If the efficiency is maintained then FY 2015.@Aguy....@Mweke


True. I'll be looking at H2 2014 also, the turn around should have already started.


Historically results release is 1st friday of march. Tomorrow then is the day.
so today you may see some funny volume based on leaked results.
In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
TheGeek
#39 Posted : Friday, March 06, 2015 9:01:19 AM
Rank: Member

Joined: 7/3/2014
Posts: 245
TheGeek wrote:
Aguytrying wrote:
Boris Boyka wrote:
CER
www.kenyaengineer.co.ke/...es-as-a-source-of-energy
if last years date ( 7th Feb 2014) is anything to go by results are 4weeks away. I expect good results and a nice dvdnd to boost the share back to its support level.After bagging SGR tender, there should be better returns in HY. If the efficiency is maintained then FY 2015.@Aguy....@Mweke


True. I'll be looking at H2 2014 also, the turn around should have already started.


Historically results release is 1st friday of march. Tomorrow then is the day.
so today you may see some funny volume based on leaked results.



Bamburi fy2014 UP 6
In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
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