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Bamburi SELL, ARM HOLD
Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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The only mistake ARM did was opening a huge plant in Tanzania... That's when things started going wrong
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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FUNKY wrote:The only mistake ARM did was opening a huge plant in Tanzania... That's when things started going wrong Leverage. Huge leverage. If the leverage had been modest then ARM could have managed to ride through the delays and tough times. I like that Centum is selling assets to reduce their leverage. It's better to be as unleveraged as possible in a tough environment. EABL is also looking at a modest but ongoing deleveraging through cash inflows from Kisumu. Cash-rich firms will probably do better in this economy. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 7/1/2009 Posts: 256
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sparkly wrote:sparkly wrote:ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.
Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.
ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.
ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.
If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.
Once again the analysts have shown us why we should not rely on them.
The are clearly in love with GROWTH STOCKS. Let us avoid highly indebted firms. Next on chopping block is KQ. Would you buy BAMB at it's current price? What would keep this counter from recovering after 2022?
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Rank: Veteran Joined: 7/1/2014 Posts: 903 Location: sky
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Monk wrote:sparkly wrote:sparkly wrote:ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.
Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.
ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.
ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.
If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.
Once again the analysts have shown us why we should not rely on them.
The are clearly in love with GROWTH STOCKS. Let us avoid highly indebted firms. Next on chopping block is KQ. Would you buy BAMB at it's current price? What would keep this counter from recovering after 2022? i would be very cautious depending on what is happening in the market, their brand is being overshadowed by small brands like nyumba, the big contracts like sgr may be very rare going forward as the economy is struggling There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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littledove wrote:Monk wrote:sparkly wrote:sparkly wrote:ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.
Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.
ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.
ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.
If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.
Once again the analysts have shown us why we should not rely on them.
The are clearly in love with GROWTH STOCKS. Let us avoid highly indebted firms. Next on chopping block is KQ. Would you buy BAMB at it's current price? What would keep this counter from recovering after 2022? i would be very cautious depending on what is happening in the market, their brand is being overshadowed by small brands like nyumba, the big contracts like sgr may be very rare going forward as the economy is struggling SGR's 2nd phase (to Naivasha) is almost done. Unless it is extended from Naivasha/Suswa to Malaba, it is done for the near future. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 7/1/2009 Posts: 256
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VituVingiSana wrote:littledove wrote:Monk wrote:sparkly wrote:sparkly wrote:ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.
Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.
ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.
ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.
If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.
Once again the analysts have shown us why we should not rely on them.
The are clearly in love with GROWTH STOCKS. Let us avoid highly indebted firms. Next on chopping block is KQ. Would you buy BAMB at it's current price? What would keep this counter from recovering after 2022? i would be very cautious depending on what is happening in the market, their brand is being overshadowed by small brands like nyumba, the big contracts like sgr may be very rare going forward as the economy is struggling SGR's 2nd phase (to Naivasha) is almost done. Unless it is extended from Naivasha/Suswa to Malaba, it is done for the near future. I read somewhere that large-scale developers (eg commercial buildings, malls, large estates etc) insist on using bamburi and rhino, while individual builders (eg the DC dwellers) use the smaller brands. Has this changed?
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Rank: Member Joined: 7/6/2018 Posts: 175 Location: Kinshasa
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www.aibcapital.com/research?page=2reasearchandmarkets.com/reports/4775643/east-africa-cement-market-industry-trends?utm_source=GNDIY&utm_medium=P Who's fooling who? Experience has taught me that the market can make you money regardless of whether the season is bearish or bullish. A cross section of players get in with money that they will need for meeting thier basic needs hence the jitters. Others too just cant stay still with money (it must be itchy or what?) and they imagine every trend is an opportunity and they jump in with both feet (I did this myself in my younger days). When you know better you do better. If it don't make dollars, it don't make sense
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Rank: Member Joined: 3/9/2010 Posts: 320 Location: kenya
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Balaa wrote:www.aibcapital.com/research?page=2
reasearchandmarkets.com/reports/4775643/east-africa-cement-market-industry-trends?utm_source=GNDIY&utm_medium=P
Who's fooling who? Experience has taught me that the market can make you money regardless of whether the season is bearish or bullish. A cross section of players get in with money that they will need for meeting thier basic needs hence the jitters. Others too just cant stay still with money (it must be itchy or what?) and they imagine every trend is an opportunity and they jump in with both feet (I did this myself in my younger days). When you know better you do better. It appears Bamburi is coming down to 50. The market has not been kind Work hard at your job and you can make a living. Work hard on yourself and you can make a fortune.
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Rank: Member Joined: 2/20/2007 Posts: 767
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Bamburi looking yummier by the day They must find it difficult....... those who have taken authority as the truth, rather than truth as the authority. -G. Massey.
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Rank: New-farer Joined: 4/28/2019 Posts: 88 Location: Talai
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Ericsson wrote:sparkly wrote:sparkly wrote:ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.
Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.
ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.
ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.
If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.
Once again the analysts have shown us why we should not rely on them.
The are clearly in love with GROWTH STOCKS. Let us avoid highly indebted firms. Next on chopping block is KQ. ARM was a good company with bad management. What is gonna happen to the share holders.. https://www.theeastafric...6538-11vklmi/index.html
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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ARAPCHARLEE wrote:Ericsson wrote:sparkly wrote:sparkly wrote:ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.
Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.
ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.
ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.
If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.
Once again the analysts have shown us why we should not rely on them.
The are clearly in love with GROWTH STOCKS. Let us avoid highly indebted firms. Next on chopping block is KQ. ARM was a good company with bad management. What is gonna happen to the share holders.. https://www.theeastafric...6538-11vklmi/index.html
Their investment/money is gone just like that Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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Ericsson wrote:ARAPCHARLEE wrote:Ericsson wrote:sparkly wrote:sparkly wrote:ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.
Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.
ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.
ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.
If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.
Once again the analysts have shown us why we should not rely on them.
The are clearly in love with GROWTH STOCKS. Let us avoid highly indebted firms. Next on chopping block is KQ. ARM was a good company with bad management. What is gonna happen to the share holders.. https://www.theeastafric...6538-11vklmi/index.html
Their investment/money is gone just like that We moved on with lessons  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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Rank: Elder Joined: 6/23/2009 Posts: 13,516 Location: nairobi
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Angelica _ann wrote:Ericsson wrote:ARAPCHARLEE wrote:Ericsson wrote:sparkly wrote:sparkly wrote:ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.
Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.
ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.
ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.
If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.
Once again the analysts have shown us why we should not rely on them.
The are clearly in love with GROWTH STOCKS. Let us avoid highly indebted firms. Next on chopping block is KQ. ARM was a good company with bad management. What is gonna happen to the share holders.. https://www.theeastafric...6538-11vklmi/index.html
Their investment/money is gone just like that We moved on with lessons It is important to sell, if no hope for recovery is imminent
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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https://af.reuters.com/a...kenyaNews/idAFL8N2D20FR
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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sparkly wrote:ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.
Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.
ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.
ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.
If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.
Once again the analysts have shown us why we should not rely on them.
The are clearly in love with GROWTH STOCKS. 10 years ago, you wrote such  . Anyway in stocks, there is nothing like long term!!! 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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Rank: Member Joined: 3/16/2019 Posts: 313
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Covid-19 cuts cement usage 8.3pc in AprilQuote:Concerns, however, remain as the country’s production is still well below the installed capacity, exposing cement firms to idle capacity that has taken up billions of shillings in capital investment.
The country’s total capacity stands at above 13.2 million metric tonnes, while overall cement production hit a five-year low of 5.88 million tonnes in 2019.
Bamburi, Mombasa Cement, East African Portland Cement Company, Savannah Cement and National Cement have all been increasing their capacity, defying the decline in consumption. Sometime in the future cement consumption will increase and probably outstrip the available supply. What remains to be seen is how many of these cement companies will survive till that time.
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Bamburi SELL, ARM HOLD
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