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ARM HY2017
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obiero
#761 Posted : Wednesday, August 22, 2018 11:16:50 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,476
Location: nairobi
xxxxx wrote:
the deal wrote:
CDC got shafted...I think they couldn't trust the Paunaranas anymore thus admistration...anyways it's a smart decision...you can not solve a bad investment by throwing in more money unless you are @obiero of KQsmile smile smile ... they will be happy to salvage anything left of ARM after the lenders take they're dues. The ARM brand is damaged for good...look at Uchumi...Nakumatt...it's hard to recover from here...!


CDC is not on board with "administration" however much they may have been shafted. Shame on you Shame on you Shame on you

@the deal KQ is a solid firm and I happen to know exactly what I am doing
COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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sparkly
#762 Posted : Wednesday, August 22, 2018 1:37:44 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
the deal wrote:
CDC got shafted...I think they couldn't trust the Paunaranas anymore thus admistration...anyways it's a smart decision...you can not solve a bad investment by throwing in more money unless you are @obiero of KQsmile smile smile ... they will be happy to salvage anything left of ARM after the lenders take they're dues. The ARM brand is damaged for good...look at Uchumi...Nakumatt...it's hard to recover from here...!


Administration is by the banks. CDC on the receiving end.
Life is short. Live passionately.
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HaMaina
#763 Posted : Wednesday, August 22, 2018 3:09:10 PM
Rank: Veteran

Joined: 4/23/2014
Posts: 934
the deal wrote:
CDC got shafted...I think they couldn't trust the Paunaranas anymore thus admistration...anyways it's a smart decision...you can not solve a bad investment by throwing in more money unless you are @obiero of KQsmile smile smile ... they will be happy to salvage anything left of ARM after the lenders take they're dues. The ARM brand is damaged for good...look at Uchumi...Nakumatt...it's hard to recover from here...!


Don't worry about recovery, its going to happen. Kenyans tend to forget like chicken. A little hype, and a couple of nice ads and they'll all be back.
“You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” - Ben Graham
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VituVingiSana
#764 Posted : Thursday, August 23, 2018 12:05:58 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,437
Location: Nairobi
The Dangote angle in ARM Cement’s troubles

https://www.businessdail...25034-t3vwvrz/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Pesa Nane
#765 Posted : Thursday, August 23, 2018 12:19:38 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
VituVingiSana wrote:
The Dangote angle in ARM Cement’s troubles

https://www.businessdail...5034-t3vwvrz/index.html


Nonsense, utamu wa deni ni kulipa.
Pesa Nane plans to be shilingi when he grows up.
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  | | Edit by user: Thursday, August 23, 2018 12:20 PM | Reason: Not specified
xxxxx
#766 Posted : Thursday, August 23, 2018 12:21:32 PM
Rank: Member

Joined: 3/20/2008
Posts: 503
[quote=VituVingiSana]The Dangote angle in ARM Cement’s troubles

https://www.businessdail...5034-t3vwvrz/index.html[/quote]

He he...@ARMCEMENT is a strong buy. Next time Paunrana is borrowing, he'll do some research to avoid borrowing from predators.
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VituVingiSana
#767 Posted : Thursday, August 23, 2018 1:36:27 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,437
Location: Nairobi
xxxxx wrote:
VituVingiSana wrote:
The Dangote angle in ARM Cement’s troubles

https://www.businessdail...5034-t3vwvrz/index.html


He he...@ARMCEMENT is a strong buy. Next time Paunrana is borrowing, he'll do some research to avoid borrowing from predators.

I think his borrowing days are over!!! Laughing out loudly Laughing out loudly Laughing out loudly
Either ARM will be broken up OR a Strategic Investor will be in charge.

I would not mind ARM going private as long as CDC's interests are aligned with mine. This would allow ARM to work through the mess in private and re-list at a later date.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Angelica _ann
#768 Posted : Thursday, August 23, 2018 1:39:03 PM
Rank: Elder

Joined: 12/7/2012
Posts: 11,941
Pesa Nane wrote:
VituVingiSana wrote:
The Dangote angle in ARM Cement’s troubles

https://www.businessdail...5034-t3vwvrz/index.html


Nonsense, utamu wa deni ni kulipa.


ReallyLaughing out loudly Laughing out loudly Laughing out loudly
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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the deal
#769 Posted : Thursday, August 23, 2018 1:49:44 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Angelica _ann wrote:
Pesa Nane wrote:
VituVingiSana wrote:
The Dangote angle in ARM Cement’s troubles

https://www.businessdail...5034-t3vwvrz/index.html


Nonsense, utamu wa deni ni kulipa.


ReallyLaughing out loudly Laughing out loudly Laughing out loudly


From the article....you can really feel that Mr P still doesn't know what hit him lol ...he is supposed to take a begging bowl to Dangote right now not this nonsense he is peddling to BD!
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  | | Edit by user: Thursday, August 23, 2018 1:51 PM | Reason: Not specified
VituVingiSana
#770 Posted : Thursday, August 23, 2018 1:56:20 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,437
Location: Nairobi
the deal wrote:
Angelica _ann wrote:
Pesa Nane wrote:
VituVingiSana wrote:
The Dangote angle in ARM Cement’s troubles

https://www.businessdail...5034-t3vwvrz/index.html


Nonsense, utamu wa deni ni kulipa.


ReallyLaughing out loudly Laughing out loudly Laughing out loudly

From the article....you can really feel that Mr P still doesn't know what hit him lol ...he is supposed to take a begging bowl to Dangote right now not this nonsense he is peddling to BD!

CDC calls the shots. As for going to Dangote with a begging bowl. Pass. Dangote will leave nothing on the table for anyone including the banks. I would rather ARM is broken up and sold piece-meal than sell it to Dangote for nothing.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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