Welcome Guest

Search | Active Topics | Log In | Register

ERROR

2 Pages<12 Goto Page...

Is ARM the place to be with the current infrastracture expansion? Options

Previous Topic · Next Topic

VituVingiSana		#21 Posted : Saturday, August 07, 2010 9:47:51 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,136 Location: Nairobi		ARM's shares will see a dip as competition heats up... See Bamburi's results for 1H 2010... Also the new players in Kenya are pricing the cement at much lower prices vs EAPCC, Bamburi & ARM... There are other players in Tanzania as well... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top		Report Abusive | Report SPAM
User Profile

sparkly		#22 Posted : Saturday, August 07, 2010 10:06:08 AM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		@vvs the demand for cement is also huge and the local producers do not have the capacity to satisfy. Life is short. Live passionately.
Back to top		Report Abusive | Report SPAM
User Profile

kyt		#23 Posted : Saturday, August 07, 2010 10:09:18 AM
Rank: Elder Joined: 11/7/2007 Posts: 2,182		vvs has hit 4k posts what does that make him LOVE WHAT YOU DO, DO WHAT YOU LOVE.
Back to top		Report Abusive | Report SPAM
User Profile

sparkly		#24 Posted : Saturday, August 07, 2010 11:35:33 AM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		kyt wrote: vvs has hit 4k posts what does that make him either a very elderly elder or a chief. Life is short. Live passionately.
Back to top		Report Abusive | Report SPAM
User Profile

cnn		#25 Posted : Saturday, August 07, 2010 11:36:16 AM
Rank: Veteran Joined: 6/17/2009 Posts: 1,619		After seeing Bamburi i cant wait to see ARM half year,i hope they back the spike in the share price.
Back to top		Report Abusive | Report SPAM
User Profile

sheep		#26 Posted : Saturday, August 07, 2010 11:39:54 AM
Rank: Veteran Joined: 7/24/2008 Posts: 781		seems things are not good in the cement industry..hope the subsidized fertilizer they were repackaging brings in the numbers. The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
Back to top		Report Abusive | Report SPAM
User Profile

guru267		#27 Posted : Saturday, August 07, 2010 1:19:43 PM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		cnn wrote: After seeing Bamburi i cant wait to see ARM half year,i hope they back the spike in the share price. Another way of analyzing companies is seeing How their counterparts in the industry are performing.. I don't expect ARM to pull a growth in profits after seeing bamburi's Mark 12:29 Deuteronomy 4:16
Back to top		Report Abusive | Report SPAM
User Profile

mlennyma		#28 Posted : Saturday, August 07, 2010 1:27:52 PM
Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi		the loss by bamburi must be a signal that the market is getting saturated with cheap cement imports,next casualty could be arm who knows? "Don't let the fear of losing be greater than the excitement of winning."
Back to top		WWW  Report Abusive | Report SPAM
User Profile

PKoli		#29 Posted : Sunday, August 08, 2010 2:30:29 AM
Rank: Elder Joined: 2/10/2007 Posts: 1,587		guru267 wrote: cnn wrote: After seeing Bamburi i cant wait to see ARM half year,i hope they back the spike in the share price. Another way of analyzing companies is seeing How their counterparts in the industry are performing.. I don't expect ARM to pull a growth in profits after seeing bamburi's I agree with your observations. This might be a little tricky with ARM in view of their huge debts.
Back to top		Report Abusive | Report SPAM
User Profile

sparkly		#30 Posted : Sunday, August 08, 2010 11:36:15 AM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		PKoli wrote: guru267 wrote: cnn wrote: After seeing Bamburi i cant wait to see ARM half year,i hope they back the spike in the share price. Another way of analyzing companies is seeing How their counterparts in the industry are performing.. I don't expect ARM to pull a growth in profits after seeing bamburi's I agree with your observations. This might be a little tricky with ARM in view of their huge debts. unless their chemicals and fertzrs performed well and they were able to capture more market share in cement, results will not be so good. Life is short. Live passionately.
Back to top		Report Abusive | Report SPAM
User Profile

sheep		#31 Posted : Sunday, August 08, 2010 2:13:56 PM
Rank: Veteran Joined: 7/24/2008 Posts: 781		We might be surprised with an over 20% growth in profits. The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
Back to top		Report Abusive | Report SPAM
User Profile

RichVee		#32 Posted : Sunday, August 08, 2010 3:58:52 PM
Rank: Member Joined: 1/26/2010 Posts: 124		Does anyone know who the registars for ARM are? I have some shares bought ages ago on share cert that i need to mobilize. tx Tired of mediocrity. Am going to the very top!
Back to top		Report Abusive | Report SPAM
User Profile

VituVingiSana		#33 Posted : Sunday, August 08, 2010 8:01:24 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,136 Location: Nairobi		I don't think its cement imports but the 'slowdown' experienced in 1H due to the referendum... As for ARM, I am sure the profits will be good BUT not as high as expected due to competition from Mombasa Cement (Nyumba)... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top		Report Abusive | Report SPAM
User Profile

Gordon Gekko		#34 Posted : Monday, August 09, 2010 2:52:52 PM
Rank: Elder Joined: 5/27/2008 Posts: 3,760		ARM H1 eps annualised 7.02 against 6.06 last yr. Flat as I had expected. BTW I got my div chq last week for 2009, for my 15 shares.....
Back to top		Report Abusive | Report SPAM
User Profile

Chaka		#35 Posted : Monday, August 09, 2010 2:58:39 PM
Rank: Elder Joined: 2/16/2007 Posts: 2,114		RichVee wrote: Does anyone know who the registars for ARM are? I have some shares bought ages ago on share cert that i need to mobilize. tx try Co-op bank registrars at co-op bank house
Back to top		Report Abusive | Report SPAM
User Profile

Users browsing this topic

Guest

2 Pages<12 Goto Page...