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Is ARM the place to be with the current infrastracture expansion?
oam
#1 Posted : Thursday, July 29, 2010 9:34:21 AM
Rank: New-farer


Joined: 7/20/2010
Posts: 17
Location: kenya
Are we able to see impresive results from this counter as it can be witnessed from the massive infrastructure expansion ???
sheep
#2 Posted : Thursday, July 29, 2010 10:56:52 AM
Rank: Veteran


Joined: 7/24/2008
Posts: 781
I am very apprehensive of the cement sector going foward...I have been checking out most building sites almost all of them are using Nyumba cement which is the cheapest in the market...factor in the new pokot plant and massive expansion plans in the works and new comesa tarrifs....seems the golden age of cement stocks is nearing an end....Hope the diversification of ARM pays off.
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.
2012
#3 Posted : Thursday, July 29, 2010 11:00:15 AM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
sheep wrote:
almost all of them are using Nyumba cement


Is that so? I thought it was some useless Bamburi wannabe cement? That's good news then.

BBI will solve it
:)
shauriyako
#4 Posted : Thursday, July 29, 2010 3:16:50 PM
Rank: New-farer


Joined: 6/17/2010
Posts: 71
Location: Kenya
@all

ARM is the place to be. It has been a perfect growth stock to me in the past and I believe it is still going places.
ARM is putting up their biggest plant yet in Tanga Tanzania - machinery in place already - planned operational date 2011/2012 not very sure.
This should fire up the share price for the long term investors.
When we wake up in the morning, we have two simple choices. Go back to sleep and dream, or wake up and chase those dreams. The choice is yours! .
qw25041985
#5 Posted : Thursday, July 29, 2010 3:36:27 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
I agree w/ u all , but its illiquidity is an issue . And i dnt think institutions will consider it ... ,
Your future depends on your dreams so go to sleep !
VituVingiSana
#6 Posted : Thursday, July 29, 2010 4:20:01 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
qw25041985 wrote:
I agree w/ u all , but its illiquidity is an issue . And i dnt think institutions will consider it ... ,
What nonsense... Institutions are among the largest shareholders after the founder's family...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
qw25041985
#7 Posted : Thursday, July 29, 2010 4:29:46 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Vvs, what do u mean . What institutional investor will take such an illiquid share !! I'd rather they take ur mpango wa kando a.k.a Olympia and neverready and hope for the best !
Your future depends on your dreams so go to sleep !
cnn
#8 Posted : Thursday, July 29, 2010 4:57:55 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,619
This qw fellow,i would rather pick pthirus pubis.
VituVingiSana
#9 Posted : Thursday, July 29, 2010 5:25:16 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
qw25041985 wrote:
Vvs, what do u mean . What institutional investor will take such an illiquid share !! I'd rather they take ur mpango wa kando a.k.a Olympia and neverready and hope for the best !
Sigh... just go get yourself an Annual Report for ARM then look at top 10 shareholders...

BTW, you will see a major change in 'ownership' in 2010 coz Bamburi has sold off its stake...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
kinyash
#10 Posted : Thursday, July 29, 2010 5:31:43 PM
Rank: Member


Joined: 10/16/2006
Posts: 21
For a long time no one noticed ARM. The share price has grown very slow but gradually. When i bought the share in 2005, it was at 37.00smile . I just sold the other day at 145.00Laughing out loudly only for the share to shoot to 150.00Sad the following day. Happy hunting.
PKoli
#11 Posted : Thursday, July 29, 2010 6:36:44 PM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
ARM is really loved by the Kenyan fund managers! retailers hold very few
kyt
#12 Posted : Thursday, July 29, 2010 7:04:30 PM
Rank: Elder


Joined: 11/7/2007
Posts: 2,182
arm going going and still going. what a stock. what a jump what a phenomenon. you cant get this anywhere else. only right here.
LOVE WHAT YOU DO, DO WHAT YOU LOVE.
shauriyako
#13 Posted : Thursday, July 29, 2010 7:21:37 PM
Rank: New-farer


Joined: 6/17/2010
Posts: 71
Location: Kenya
@ all

Get in if you can. Within three years I see 300 bob and splits. ARM will then be liquid and those shouting about liquidity will buy from us so we can afford those much deserved holidays.
Got in at 16.50 in 2004 I am over 800% up and I am not selling mpaka ......
When we wake up in the morning, we have two simple choices. Go back to sleep and dream, or wake up and chase those dreams. The choice is yours! .
youcan'tstopusnow
#14 Posted : Thursday, July 29, 2010 7:46:12 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
kyt wrote:
arm going going and still going. what a stock. what a jump what a phenomenon. you cant get this anywhere else. only right here.

...good grief! I can listen to this the whole day as i'm sure you could too...
GOD BLESS YOUR LIFE
youcan'tstopusnow
#15 Posted : Thursday, July 29, 2010 8:04:11 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
shauriyako, 800 percent! DAMN! They should put you on the board for that. Buffett would be proud (he made around 750 percent when he sold petrochina)
GOD BLESS YOUR LIFE
qw25041985
#16 Posted : Friday, July 30, 2010 1:23:31 AM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Oh ! Now i see.
Your future depends on your dreams so go to sleep !
VituVingiSana
#17 Posted : Friday, July 30, 2010 1:55:37 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
ARM was selling at 3/- in 2002... Ngai! What the heck was I doing????

If I had invested 300,000 in 2002 = 20,000,000 [+ dividends] now... Lakini, I didn't buy...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
sparkly
#18 Posted : Friday, July 30, 2010 9:58:54 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
ARM was selling at 3/- in 2002... Ngai! What the heck was I doing????

I had 300,000 in 2002 = 20,000,000 now... Lakini, I didn't buy...

and we were buying the favorites of the day kina uchumi!
Life is short. Live passionately.
sheep
#19 Posted : Friday, July 30, 2010 10:01:50 AM
Rank: Veteran


Joined: 7/24/2008
Posts: 781
seems some of us are latecomers to the party,I have never even dreamed of such returns.
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.
qw25041985
#20 Posted : Saturday, August 07, 2010 4:13:43 AM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Indeed .its expansion into the region will pay off. Already itis as far as share price is concernd ......
Your future depends on your dreams so go to sleep !
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