Wazua
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ARM HY2017
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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VituVingiSana wrote: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 Wow! An emotional tribute to @Obiero's dying KQ. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Member Joined: 4/4/2007 Posts: 91
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Rank: Elder Joined: 6/23/2009 Posts: 13,524 Location: nairobi
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LOL. For a man your age @vvs, you surely remain creative.. Cracked me up
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: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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 Is that from Evita? Life is short. Live passionately.
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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: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 First fundamental is profitability. If no profitability there is no fundamental. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,524 Location: nairobi
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sparkly wrote: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 First fundamental is profitability. If no profitability there is no fundamental. The fundamentals are fundamentally broken at ARM
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: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote: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 First fundamental is profitability. If no profitability there is no fundamental. The fundamentals are fundamentally broken at ARM Advisable to trade the emotions i.e. cartoons. Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,116 Location: Nairobi
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sparkly wrote: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 First fundamental is profitability. If no profitability there is no fundamental. @Sparkly - Umenitupa mbali! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,116 Location: Nairobi
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https://www.youtube.com/watch?v=KD_1Z8iUDho
If I had the time, I would try and pen the lyrics to match the rhythm ;-) sparkly wrote: Is that from Evita? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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rwitre wrote:Rebound easing off Somebody needs to plant another story .... good/bad  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: 13,524 Location: nairobi
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VituVingiSana wrote:https://www.youtube.com/watch?v=KD_1Z8iUDho If I had the time, I would try and pen the lyrics to match the rhythm ;-) sparkly wrote: Is that from Evita? @vvs you better concentrate on your investment
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:VituVingiSana wrote:https://www.youtube.com/watch?v=KD_1Z8iUDho If I had the time, I would try and pen the lyrics to match the rhythm ;-) sparkly wrote: Is that from Evita? @vvs you better concentrate on your investment ARM is in the same ICU as Uchumi Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Ericsson wrote:obiero wrote:VituVingiSana wrote:https://www.youtube.com/watch?v=KD_1Z8iUDho If I had the time, I would try and pen the lyrics to match the rhythm ;-) sparkly wrote: Is that from Evita? @vvs you better concentrate on your investment ARM is in the same ICU as Uchumi Uchumi is in the morgue Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,116 Location: Nairobi
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@PesaNane - You know what to do. New CEO has been headhunted. New Chairman - Linus Gitahi New Director. Deputy CEO is out. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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VituVingiSana wrote:@PesaNane - You know what to do.
New CEO has been headhunted.
New Chairman - Linus Gitahi
New Director.
Deputy CEO is out.  Going nowhere!!!! We shall revisit 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: 12/4/2009 Posts: 10,701 Location: NAIROBI
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Good managers going to a bad business Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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VituVingiSana wrote:@PesaNane - You know what to do.
New CEO has been headhunted.
New Chairman - Linus Gitahi
New Director.
Deputy CEO is out.  Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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 Pesa Nane plans to be shilingi when he grows up.
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Rank: Member Joined: 3/20/2008 Posts: 503
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But these chaps also. When we expect half year results, they start giving us this BS..eish They think we'll exit prematurely????? 
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