Wazua
»
Investor
»
Stocks
»
Bamburi PBT FY 2014 results up 6%
Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
|
Bamburi PBT FY 14 up 6%www.businessdailyafrica....00/-/g1ygdo/-/index.htmlEverybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
|
|
|
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
|
 Pesa Nane plans to be shilingi when he grows up.
|
|
|
Rank: Chief Joined: 8/4/2010 Posts: 8,977
|
Silently returns to profitability after a slow recovery. Strange though to see it pay total dividend of 12 (interim 6 + final 6) vs EPS of 9.80. Unless the management is very optimistic going forward. Div yield is 7.5% at current price of 160. Dividend yield chasers will fancy this. @aguy - are you still accumulating? 130 - 140 has solid support. Year low is 135, still a long way to recovery zones above 200. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
hisah wrote:Silently returns to profitability after a slow recovery. Strange though to see it pay total dividend of 12 (interim 6 + final 6) vs EPS of 9.80. Unless the management is very optimistic going forward.
Div yield is 7.5% at current price of 160. Dividend yield chasers will fancy this.
@aguy - are you still accumulating? 130 - 140 has solid support. Year low is 135, still a long way to recovery zones above 200. I've been sitting tight for a while here. my laggards are waking up. Correction, not a return to profitability, it was profitable before. but it has snapped the losing streak, the first time in 2 yrs that profit hasn't dropped. The dividend payout puzzles me. last year 9.00/ share. this year 12.00 in total higher than EPS. Their retained earnings are 17 bn??? im i the one reading wrong? this could explain the payouts. The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
@pesa nane. how do you post those pictures? In FY 2015, expect double digit growth, management sounds Very optimistic The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
|
hisah wrote:Silently returns to profitability after a slow recovery. Strange though to see it pay total dividend of 12 (interim 6 + final 6) vs EPS of 9.80. Unless the management is very optimistic going forward.
Div yield is 7.5% at current price of 160. Dividend yield chasers will fancy this.
@aguy - are you still accumulating? 130 - 140 has solid support. Year low is 135, still a long way to recovery zones above 200. I have an avg of 164/- buying commisions inclusive. For me anything 150/- and below i accumulate; 10% above yr low. Constructions are increasing and after bagging sgr contract 2015 looks good. Dvnd is sweet as it forms a significant gain cummulatively. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
|
|
|
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
|
Final Dividend of Ksh. 6.00 Per share to be paid 10 July 2015 Register closes 4 April 2015 Pesa Nane plans to be shilingi when he grows up.
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
Boris Boyka wrote:hisah wrote:Silently returns to profitability after a slow recovery. Strange though to see it pay total dividend of 12 (interim 6 + final 6) vs EPS of 9.80. Unless the management is very optimistic going forward.
Div yield is 7.5% at current price of 160. Dividend yield chasers will fancy this.
@aguy - are you still accumulating? 130 - 140 has solid support. Year low is 135, still a long way to recovery zones above 200. I have an avg of 164/- buying commisions inclusive. For me anything 150/- and below i accumulate; 10% above yr low. Constructions are increasing and after bagging sgr contract 2015 looks good. Dvnd is sweet as it forms a significant gain cummulatively. True about the dividend, I got the full 12.00  . I can almost bet in a years time BAMB will be up around 30% to the 200's. Thanks to, not so much to this years results, but next years'. The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
|
 Pesa Nane plans to be shilingi when he grows up.
|
|
|
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
|
2015 Management Outlook  Pesa Nane plans to be shilingi when he grows up.
|
|
|
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
|
Aguytrying wrote:@pesa nane. how do you post those pictures?
In FY 2015, expect double digit growth, management sounds Very optimistic Read Post 23 HerePesa Nane plans to be shilingi when he grows up.
|
|
|
Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
|
Pesa Nane wrote:Final Dividend of Ksh. 6.00 Per share to be paid 10 July 2015
Register closes 4 April 2015 Details of AGM?? cc @Aguy. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
Boris Boyka wrote:Pesa Nane wrote:Final Dividend of Ksh. 6.00 Per share to be paid 10 July 2015
Register closes 4 April 2015 Details of AGM?? cc @Aguy. The upcoming one or the previous one? @pesa nane. Thanks The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
|
Aguytrying wrote:Boris Boyka wrote:Pesa Nane wrote:Final Dividend of Ksh. 6.00 Per share to be paid 10 July 2015
Register closes 4 April 2015 Details of AGM?? cc @Aguy. The upcoming one or the previous one? @pesa nane. Thanks  definately upcoming one! Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
Boris Boyka wrote:Aguytrying wrote:Boris Boyka wrote:Pesa Nane wrote:Final Dividend of Ksh. 6.00 Per share to be paid 10 July 2015
Register closes 4 April 2015 Details of AGM?? cc @Aguy. The upcoming one or the previous one? @pesa nane. Thanks definately upcoming one!  I have no further details. We'll wait for an announcement The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
|
Pesa Nane wrote:Final Dividend of Ksh. 6.00 Per share to be paid 10 July 2015
Register closes 4 April 2015 4th April is a Saturday...isn't it? Or my calendar is ...outdated. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
|
|
|
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
|
D&B Commentary Quote:
Our view.
We expect an increase in cement demand especially from
the Kenyan market buoyed by government infrastructure
developments such as roads, standard gauge railway ports,
power plants and increased construction activities.
We also expect increased cement demand to be driven by
improved macro-economic conditions as cement
consumption is highly correlated to economic performance
The company’s focus on regional expansion, production
efficiency and clinker production is set to turn Bamburi into
profitability in future.
Rapid growth in population and increased urbanisation will
increase demand for high rise buildings thus increasing
cement consumption.
Competition: This has been a key risk among existing players
coupled by intentions of entry by international market players
in the industry which might exert pressure on cement prices.
Pesa Nane plans to be shilingi when he grows up.
|
|
|
Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
|
Pesa Nane wrote:D&B Commentary Quote:
Our view.
We expect an increase in cement demand especially from
the Kenyan market buoyed by government infrastructure
developments such as roads, standard gauge railway ports,
power plants and increased construction activities.
We also expect increased cement demand to be driven by
improved macro-economic conditions as cement
consumption is highly correlated to economic performance
The company’s focus on regional expansion, production
efficiency and clinker production is set to turn Bamburi into
profitability in future.
Rapid growth in population and increased urbanisation will
increase demand for high rise buildings thus increasing
cement consumption.
Competition: This has been a key risk among existing players
coupled by intentions of entry by international market players
in the industry which might exert pressure on cement prices.
Reccomendation? or they didn't have. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
|
|
|
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
|
Boris Boyka wrote:
Reccomendation? or they didn't have.
BAMBURI Vs ARM source D&B EPS.......... Ksh. 9.80 Vs 2.72 PER.......... 16.33 Vs 30.88 PBV.......... 2.17 Vs 5.12 DPS.......... Ksh. 12.00 Vs 0.60 Div. Yield.. 7.5% Vs 0.71% Recommendation: Pesa Nane plans to be shilingi when he grows up.
|
|
|
Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
|
|
|
|
Wazua
»
Investor
»
Stocks
»
Bamburi PBT FY 2014 results up 6%
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|