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ARM HY2017
Rank: Elder Joined: 6/23/2009 Posts: 13,530 Location: nairobi
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Ericsson wrote:President Uhuru Kenyatta revokes ARM boss Pradeep Paunrana's appointment as Chairman of Anti Counterfeit Agency board,appoints Flora Mutahi as the new chairperson I would have been a better fit for the position
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,118 Location: Nairobi
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Ericsson wrote:President Uhuru Kenyatta revokes ARM boss Pradeep Paunrana's appointment as Chairman of Anti Counterfeit Agency board,appoints Flora Mutahi as the new chairperson Jamaa should have been running ARM instead of side hustles. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: New-farer Joined: 1/14/2015 Posts: 16 Location: Ngamia 1
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Rank: Veteran Joined: 4/23/2014 Posts: 910
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I'm honestly not seeing what the hype is about. Is there something that's on the table but visible to some? “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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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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HaMaina wrote:I'm honestly not seeing what the hype is about. Is there something that's on the table but visible to some? Flash crash is almost always followed by flash gains before things cool down for price discovery. For speculators, it's a game of musical chairs.
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Rank: Member Joined: 12/1/2007 Posts: 539 Location: Nakuru
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rwitre wrote:HaMaina wrote:I'm honestly not seeing what the hype is about. Is there something that's on the table but visible to some? Flash crash is almost always followed by flash gains before things cool down for price discovery. For speculators, it's a game of musical chairs. Wouldn’t you consider this a flash recovery after the previous precipitous fall? For investors as a whole, returns decrease as motion increases ~ WB
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Rank: Elder Joined: 6/23/2009 Posts: 13,530 Location: nairobi
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winmak wrote:rwitre wrote:HaMaina wrote:I'm honestly not seeing what the hype is about. Is there something that's on the table but visible to some? Flash crash is almost always followed by flash gains before things cool down for price discovery. For speculators, it's a game of musical chairs. Wouldn’t you consider this a flash recovery after the previous precipitous fall? KES 4.4 today's top looser.. Hapa unaweza poteza pesa mingi sana if your timing is off
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 12/1/2007 Posts: 539 Location: Nakuru
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obiero wrote:winmak wrote:rwitre wrote:HaMaina wrote:I'm honestly not seeing what the hype is about. Is there something that's on the table but visible to some? Flash crash is almost always followed by flash gains before things cool down for price discovery. For speculators, it's a game of musical chairs. Wouldn’t you consider this a flash recovery after the previous precipitous fall? KES 4.4 today's top looser.. Hapa unaweza poteza pesa mingi sana if your timing is off 'we' are shaking off the 'non-believers' For investors as a whole, returns decrease as motion increases ~ WB
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Rank: Elder Joined: 6/23/2009 Posts: 13,530 Location: nairobi
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winmak wrote:obiero wrote:winmak wrote:rwitre wrote:HaMaina wrote:I'm honestly not seeing what the hype is about. Is there something that's on the table but visible to some? Flash crash is almost always followed by flash gains before things cool down for price discovery. For speculators, it's a game of musical chairs. Wouldn’t you consider this a flash recovery after the previous precipitous fall? KES 4.4 today's top looser.. Hapa unaweza poteza pesa mingi sana if your timing is off 'we' are shaking off the 'non-believers' I'm troubled that it fell that hard on the back of a volume of significant 1.3m shares. Let's watch it tomorrow
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: 10,701 Location: NAIROBI
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obiero wrote:winmak wrote:rwitre wrote:HaMaina wrote:I'm honestly not seeing what the hype is about. Is there something that's on the table but visible to some? Flash crash is almost always followed by flash gains before things cool down for price discovery. For speculators, it's a game of musical chairs. Wouldn’t you consider this a flash recovery after the previous precipitous fall? KES 4.4 today's top looser.. Hapa unaweza poteza pesa mingi sana if your timing is off Ejaculators wako kazi Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,118 Location: Nairobi
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obiero wrote:winmak wrote:obiero wrote:winmak wrote:rwitre wrote:HaMaina wrote:I'm honestly not seeing what the hype is about. Is there something that's on the table but visible to some? Flash crash is almost always followed by flash gains before things cool down for price discovery. For speculators, it's a game of musical chairs. Wouldn’t you consider this a flash recovery after the previous precipitous fall? KES 4.4 today's top looser.. Hapa unaweza poteza pesa mingi sana if your timing is off 'we' are shaking off the 'non-believers' I'm troubled that it fell that hard on the back of a volume of significant 1.3m shares. Let's watch it tomorrow Thank you for your concern but don't cry for us @Obiero  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 7/1/2014 Posts: 903 Location: sky
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winmak wrote:obiero wrote:winmak wrote:rwitre wrote:HaMaina wrote:I'm honestly not seeing what the hype is about. Is there something that's on the table but visible to some? Flash crash is almost always followed by flash gains before things cool down for price discovery. For speculators, it's a game of musical chairs. Wouldn’t you consider this a flash recovery after the previous precipitous fall? KES 4.4 today's top looser.. Hapa unaweza poteza pesa mingi sana if your timing is off 'we' are shaking off the 'non-believers' above 4 well defended, 6 is coming soon 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: 18,118 Location: Nairobi
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All these minor ups and downs are irrelevant for me from a long-term perspective. The 1H 2018 results (and commentary) vs 2H 2017 vs 1H 2017 will light the way. The commentary will be important especially the discussion about the CDC/IFC loans. ARM has 3 months to release the results and can ask for an extension so as to provide a comprehensive update. 2018: The (private) construction market in Kenya is suffering and once the current crop of buildings/projects are completed, there will be a pause/slowdown. The public sector may see slower construction as GoK struggles to pay for what's under construction. Unless GoK's interest rates reduce to sub-10% the banks have little incentive to lend long-term to the private sector. Plus there's plenty of competition from other cement firms which are also expanding capacity. Investing in ARM is not for the short-term nor the jumpy. Then there are other firms, not in a turnaround situation, whose share prices have tumbled in 2018 which means investors have choices. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:All these minor ups and downs are irrelevant for me from a long-term perspective.
The 1H 2018 results (and commentary) vs 2H 2017 vs 1H 2017 will light the way.
The commentary will be important especially the discussion about the CDC/IFC loans.
ARM has 3 months to release the results and can ask for an extension so as to provide a comprehensive update.
2018: The (private) construction market in Kenya is suffering and once the current crop of buildings/projects are completed, there will be a pause/slowdown. The public sector may see slower construction as GoK struggles to pay for what's under construction.
Unless GoK's interest rates reduce to sub-10% the banks have little incentive to lend long-term to the private sector. Plus there's plenty of competition from other cement firms which are also expanding capacity.
Investing in ARM is not for the short-term nor the jumpy. Then there are other firms, not in a turnaround situation, whose share prices have tumbled in 2018 which means investors have choices. Exercise caution. Fundamentals are poor for ARM and the nse is generally depressed. Take profits when you can. Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,118 Location: Nairobi
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sparkly wrote:VituVingiSana wrote:All these minor ups and downs are irrelevant for me from a long-term perspective.
The 1H 2018 results (and commentary) vs 2H 2017 vs 1H 2017 will light the way.
The commentary will be important especially the discussion about the CDC/IFC loans.
ARM has 3 months to release the results and can ask for an extension so as to provide a comprehensive update.
2018: The (private) construction market in Kenya is suffering and once the current crop of buildings/projects are completed, there will be a pause/slowdown. The public sector may see slower construction as GoK struggles to pay for what's under construction.
Unless GoK's interest rates reduce to sub-10% the banks have little incentive to lend long-term to the private sector. Plus there's plenty of competition from other cement firms which are also expanding capacity.
Investing in ARM is not for the short-term nor the jumpy. Then there are other firms, not in a turnaround situation, whose share prices have tumbled in 2018 which means investors have choices. Exercise caution. Fundamentals are poor for ARM and the nse is generally depressed. Take profits when you can. I will probably wait for the 1H 2018 results. Unlike my core holdings, I monitor ARM far more closely. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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sparkly wrote:VituVingiSana wrote:All these minor ups and downs are irrelevant for me from a long-term perspective.
The 1H 2018 results (and commentary) vs 2H 2017 vs 1H 2017 will light the way.
The commentary will be important especially the discussion about the CDC/IFC loans.
ARM has 3 months to release the results and can ask for an extension so as to provide a comprehensive update.
2018: The (private) construction market in Kenya is suffering and once the current crop of buildings/projects are completed, there will be a pause/slowdown. The public sector may see slower construction as GoK struggles to pay for what's under construction.
Unless GoK's interest rates reduce to sub-10% the banks have little incentive to lend long-term to the private sector. Plus there's plenty of competition from other cement firms which are also expanding capacity.
Investing in ARM is not for the short-term nor the jumpy. Then there are other firms, not in a turnaround situation, whose share prices have tumbled in 2018 which means investors have choices. Exercise caution. Fundamentals are poor for ARM and the nse is generally depressed. Take profits when you can. Considering declining NAV of about kes 20 per share the stock is currently trading too low the fundamentals... John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Spikes wrote:sparkly wrote:VituVingiSana wrote:All these minor ups and downs are irrelevant for me from a long-term perspective.
The 1H 2018 results (and commentary) vs 2H 2017 vs 1H 2017 will light the way.
The commentary will be important especially the discussion about the CDC/IFC loans.
ARM has 3 months to release the results and can ask for an extension so as to provide a comprehensive update.
2018: The (private) construction market in Kenya is suffering and once the current crop of buildings/projects are completed, there will be a pause/slowdown. The public sector may see slower construction as GoK struggles to pay for what's under construction.
Unless GoK's interest rates reduce to sub-10% the banks have little incentive to lend long-term to the private sector. Plus there's plenty of competition from other cement firms which are also expanding capacity.
Investing in ARM is not for the short-term nor the jumpy. Then there are other firms, not in a turnaround situation, whose share prices have tumbled in 2018 which means investors have choices. Exercise caution. Fundamentals are poor for ARM and the nse is generally depressed. Take profits when you can. Considering declining NAV of about kes 20 per share the stock is currently trading too low the fundamentals... Which fundamentals? Life is short. Live passionately.
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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sparkly wrote:Spikes wrote:sparkly wrote:VituVingiSana wrote:All these minor ups and downs are irrelevant for me from a long-term perspective.
The 1H 2018 results (and commentary) vs 2H 2017 vs 1H 2017 will light the way.
The commentary will be important especially the discussion about the CDC/IFC loans.
ARM has 3 months to release the results and can ask for an extension so as to provide a comprehensive update.
2018: The (private) construction market in Kenya is suffering and once the current crop of buildings/projects are completed, there will be a pause/slowdown. The public sector may see slower construction as GoK struggles to pay for what's under construction.
Unless GoK's interest rates reduce to sub-10% the banks have little incentive to lend long-term to the private sector. Plus there's plenty of competition from other cement firms which are also expanding capacity.
Investing in ARM is not for the short-term nor the jumpy. Then there are other firms, not in a turnaround situation, whose share prices have tumbled in 2018 which means investors have choices. Exercise caution. Fundamentals are poor for ARM and the nse is generally depressed. Take profits when you can. Considering declining NAV of about kes 20 per share the stock is currently trading too low the fundamentals... Which fundamentals? NAV John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 6/23/2009 Posts: 13,530 Location: nairobi
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Spikes wrote:sparkly wrote:Spikes wrote:sparkly wrote:VituVingiSana wrote:All these minor ups and downs are irrelevant for me from a long-term perspective.
The 1H 2018 results (and commentary) vs 2H 2017 vs 1H 2017 will light the way.
The commentary will be important especially the discussion about the CDC/IFC loans.
ARM has 3 months to release the results and can ask for an extension so as to provide a comprehensive update.
2018: The (private) construction market in Kenya is suffering and once the current crop of buildings/projects are completed, there will be a pause/slowdown. The public sector may see slower construction as GoK struggles to pay for what's under construction.
Unless GoK's interest rates reduce to sub-10% the banks have little incentive to lend long-term to the private sector. Plus there's plenty of competition from other cement firms which are also expanding capacity.
Investing in ARM is not for the short-term nor the jumpy. Then there are other firms, not in a turnaround situation, whose share prices have tumbled in 2018 which means investors have choices. Exercise caution. Fundamentals are poor for ARM and the nse is generally depressed. Take profits when you can. Considering declining NAV of about kes 20 per share the stock is currently trading too low the fundamentals... Which fundamentals? NAV NAV counts for nothing if the asset book has been fingered to be cooked, as stated by the company's own auditors
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,118 Location: Nairobi
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Do not cry for us, @Obiero We will not forget you All these years You have told us That NAV doesn't matter The Open Offer does That promises can carry us through Even after all the cooking And the fingering And the losses And negative equity And concerns as a going concern As long as there is an Open Offer Which will make us rich Beyond our wildest dreams With Naikuni and Mbugua Then Ngunze and Mbugua Now Joseph and Mikosz So do not cry for us, @Obiero We have Pradeep who betrayed us Then the CDC came in Now we await a IFC the savior To find us a White Knight on a Pozzolana horse Who will save us Do not cry for us, @Obiero Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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