Wazua
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ARM HY2017
Rank: Elder Joined: 6/23/2009 Posts: 13,520 Location: nairobi
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sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:xxxxx wrote:mwekez@ji wrote:sparkly wrote:VituVingiSana wrote:obiero wrote:Spikes wrote:cyruskulei wrote:cyruskulei wrote:VituVingiSana wrote:Juojo wrote:VituVingiSana wrote:Fyatu wrote:Juojo wrote:Fyatu wrote:the deal wrote:, @fyatu I saw the Atlas thread... Why repeat the same mistake? We have alot of Gems at the NSE... Companies like this are not worth it... That HFCK is Gonna explode after the rate cap is removed.... It's a nice contrarian play... Almost same industry as ARM Cement! @deal Atlas proposition of chancho project was too good to ignore. However, as it turned out, those wazungus were outright criminals that exploited week elements at CMA. I invested in ARM after visiting their factory in Athi river and observing that operations were ongoing i.e., clinker was coming in aand ready mix concrete was coming out. I don't intend to add more shares but rather will hold and weather the storm...it is highly unlikely ARM will go the Atlas way. All indications are that all assets in Tanzania wil be sold and focus will be Kenya and Rwanda. Also CDC have initiated a turnaround thus the proverbial corner is not far off  ARM does not produce readymix concrete. You must have visited the wrong factory So what do you call the product they are delivering HERE and other upcoming skyscrappers of Nairobi almost on a daily basis https://twitter.com/RhinoCement/status/941646666762997760
#FakeNews  Just kidding. I have no idea. I am following the saga coz it is fascinating! Good luck! Trust me. i have procured readymix in this market. They don't have a single readymix plant. They just sell cement to some guy who produces on their behalf. They are just a readymix broker who has a brand in the industry. Usidanganywe na posts za Shoshomedia How does that work on a practical basis? ARM supplies cement to another guy [who?] who then mixes in the extras and then sends it back to ARM? Then ARM sells it to consumers? Why can't ARM make their own readymix? Who vouches for the quality? ARM was the #3 cement when it listed firm but it has been eclipsed by others... ARM could have easily been #2 had it grown slowly and steadily. What % market share do the various cement firms have in Kenya? Lots of negative energy. Relax. This counter has made people money very fast. If u bought last week @2.5 and say you managed to buy 100k shares, then now @3.65, just in a week u have made more than 100,000.00. Better than any other. The concept of buy low and sell high happens here and now. Rocket rally prophecy has come to pass overcrowding @Obiero's fear uncertainty and doubt aka FUD. Rocket indeed. I have seen the spike. All the best though, look closely at the volumes and remember there are many times the number of people who want to get out as those interested in coming in.. Isn't this the same philosophy/strategy you advocated for KQ? The difference is that it actually happened in ARM vs KQ. Plus if @xxxxx is right then there's more to come for ARM over the next 12-18 months. Good question. @VVS you have my number. Give me call for a candid discussion on how ARM willl play out. Everyone else will have to pay big bucks at least 300 USD per hour to participate. @sparkly, hit me at 2mwekezaji@gmail.com .... Am interested in this discussion but of course not at 300 USD per hour   just watch and learn.....the difference between a good stock and a good investment. I told you it's about how much the market has discounted the bad news into the price. On Friday, ARM Cement Plc (ATHI:NAI) closed at 4.00, 66.67% above the 52 week low of 2.40 set on Jun 05, 2018 (www.ft.com) The price is going up to allow the earlier loosers to exit at a respectable point not that the company is going to make a profit. It's actually likely to post a higher loss. But spectators are allowed to gamble. High risk high returns Retracements are normal, let people make money. Normal but dangerous.. One could get trapped with crap on their hands I agree. You gotta know your stuff. Master some technical analysis. Its sad what has happened to 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: 12/4/2009 Posts: 10,699 Location: NAIROBI
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obiero wrote:xxxxx wrote:sparkly wrote:VituVingiSana wrote:Ericsson wrote:sparkly wrote:xxxxx wrote:sparkly wrote:obiero wrote:sparkly wrote:mlennyma wrote:Spikes wrote:ARM just like KQ is dying gracefully . KQ can't die because it Will be under government's live support machines upto the bitter end but ARM is another nakumatt Even ARM is under UK government support. You believe UK taxpayers will come to its rescue?? A restructuring plus an Open Offer perhaps? I don't believe anything. Just stating an obvious fact. It is neither obvious nor fact at all. If it were ARM would not be tanking that much...intact you yourself would be buying lots of it Or Are you buying lots of it??  CDC pumped KShs 14B into ARM to get 42% shareholding. CDC is a UK gov fund. Therefore ARM is under UK gov support. Of what strategic interest is ARM to UK government. The sh.14bn has been flushed just like that. Curiously, of late, we have been agreeing with each other! UK gov't has no strategic interest in ARM unlike GoK has in KQ. ARM can die and the UK gov't doesn't care too much. KQ has benefits to Kenya including tourism, exports, "national" pride, etc. I do want ARM to survive, as long as it's not using taxpayer funds, and get back on track. We need competition to keep cement manufacturers honest. Let me tell you what will happen with ARM, for free. ARM urgently needs working capital. This will be provided or guaranteed as loans by CDC. In the longer term ARM will need to strengthen its Balance Sheet. CDC will not be comfortable taking a controlling stake so a pro-rata cash call is likely or new share offer to a strategic investor is likely. Either way dilution looms. Lastly it is unusual for a stock to hit the 10% daily limit towards ground zero without a breather. Who is selling so desparately? I suspect employees are dumping their ESOP shares. Dilution is the name of the game. I suppose sometimes it works out fine..Look at Total - worked out very well. What I refuse to believe is that @ARM is dead which is the what all naysayers keep saying Pole At its current state nobody is interested in buying ARM as a full company, maybe certain assets like for example limestone mine in Athi River Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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I have written it off. Lucky for me, this was a Tier 3 investment for me. Of course, I did not invest to lose money but I dipped my toe in the murky pool believing things were improving. It's unlikely the sale of the assets will have the same value as the entire firm. They could sell off the TZ assets but that will not benefit the shareholders as much as keeping it intact. Anyway, let's see what happens! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,520 Location: nairobi
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VituVingiSana wrote:I have written it off.
Lucky for me, this was a Tier 3 investment for me.
Of course, I did not invest to lose money but I dipped my toe in the murky pool believing things were improving.
It's unlikely the sale of the assets will have the same value as the entire firm.
They could sell off the TZ assets but that will not benefit the shareholders as much as keeping it intact.
Anyway, let's see what happens! Next time be humble and listen to others. Kesho we watch a terrible tumble. The material information released on Saturday will mean no intraday limit. NSE would rather suspend the share. Only way is down
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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VituVingiSana wrote:I have written it off.
Lucky for me, this was a Tier 3 investment for me.
Of course, I did not invest to lose money but I dipped my toe in the murky pool believing things were improving.
It's unlikely the sale of the assets will have the same value as the entire firm.
They could sell off the TZ assets but that will not benefit the shareholders as much as keeping it intact.
Anyway, let's see what happens! Place a sell order first thing monday morning. Hope and pray to Plutus and Caishen, the gods of wealth that NSE will not suspend it on market open. If all goes well, you might sell to a bigger fool and walk away with a profit. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,520 Location: nairobi
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sparkly wrote:VituVingiSana wrote:I have written it off.
Lucky for me, this was a Tier 3 investment for me.
Of course, I did not invest to lose money but I dipped my toe in the murky pool believing things were improving.
It's unlikely the sale of the assets will have the same value as the entire firm.
They could sell off the TZ assets but that will not benefit the shareholders as much as keeping it intact.
Anyway, let's see what happens! Place a sell order first thing monday morning. Hope and pray to Plutus and Caishen, the gods of wealth that NSE will not suspend it on market open. If all goes well, you might sell to a bigger fool and walk away with a profit. Hehe. The gods of wealth. Illuminati manenos
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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sparkly wrote:xxxxx wrote:But these chaps also. When we expect half year results, they start giving us this BS..eish They think we'll exit prematurely????? Take profits then wait and watch. These developments point to a troubled ARM desparate for a bailout by LaFarge group. Bamburi has huge cash reserves for M&As. At this point it is better to play ARM shortterm and buy Bamburi longterm. Never ignore the signs Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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obiero wrote:VituVingiSana wrote:I have written it off.
Lucky for me, this was a Tier 3 investment for me.
Of course, I did not invest to lose money but I dipped my toe in the murky pool believing things were improving.
It's unlikely the sale of the assets will have the same value as the entire firm.
They could sell off the TZ assets but that will not benefit the shareholders as much as keeping it intact.
Anyway, let's see what happens! Next time be humble and listen to others. Kesho we watch a terrible tumble. The material information released on Saturday will mean no intraday limit. NSE would rather suspend the share. Only way is down Written off I don't sweat the small stuff. Stress would be Unga, KenRe, some banks eg I&M, NIC and Equity, and KK Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,520 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:I have written it off.
Lucky for me, this was a Tier 3 investment for me.
Of course, I did not invest to lose money but I dipped my toe in the murky pool believing things were improving.
It's unlikely the sale of the assets will have the same value as the entire firm.
They could sell off the TZ assets but that will not benefit the shareholders as much as keeping it intact.
Anyway, let's see what happens! Next time be humble and listen to others. Kesho we watch a terrible tumble. The material information released on Saturday will mean no intraday limit. NSE would rather suspend the share. Only way is down Written off I don't sweat the small stuff. Stress would be Unga, KenRe, some banks eg I&M, NIC and Equity, and KK UNGA has since become a hung share with no buyers at KES 40.. The market respects no investor apart from the heavy hitters
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: 6/23/2009 Posts: 13,520 Location: nairobi
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Tomorrow is hours away.. This will be interesting
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: 5/25/2012 Posts: 4,105 Location: 08c
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Rank: New-farer Joined: 2/27/2018 Posts: 56 Location: Cambrian Dc
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From desperation to ecstasy and back to desperation all in a matter of months! Now that has been a surreal ride. I feel so sorry for those who have been trapped here. Some were talking of disposing of their catch at ksh.36,others were targeting ksh.10 and the modest one were aiming for ksh.6. Masaibu ya NSE. Is it true that the 'army of experts' bailed? If so,why did they wait for so long? I mean Dangote took one look at the books and ran away yet these London guys couldn't see what Dangote saw? Which wouldn't be a surprise considering that these guys just sat back and watched their investment go to the sh*tter and even still they just let that panuana fokojembe sell himself the best assets! Thoughts and prayers to those inside. If the radiance of a thousand suns were to burst at once into the sky that would be like the splendour of the mighty one.
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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obiero wrote:muandiwambeu wrote:Fyatu wrote:winmak wrote:sparkly wrote:Fyatu wrote:tweroff bob has printed. Next stop?? Trading in uncharted territory. Wait for it to settle before touching. Do we go in? At a very high risk. I learnt a valuable lesson from Atlas Africa industries that buying cheap is not buyin value. Homeafrica comes to mind. @15 bob without info you would have thought it was a steal. Only to see sub bob (coming) come with full ompetus, not to leave a bob. Its better to know someone trapped and with the know, has (hear) their stop loss blaring red like hell (ARM) firestations and disperate to exit. Never doubt your own guidance to self.. This will bleed somebody's nini vibaya saana. The turn around moat was bombarded with heavy fired. How can you trust you salvation with a ship being abadoned by it's captain and generals...... @vvs, you betrayed you wife this season,(I understand, the dryspell as been long, nasty, and arousing even to the toughest of morals like @obiero) and opted to go out and sample nyanya ya thiba lorry. Anyway, I hope u find u footsteps back home, mama will always do the under-standing. In the mean time, pouring concrete is damned a hustle, as a way forward. I will rest pretty in nse once atleast three non firm co.s and three fin forms are pretty well booked for insolevency or are under bankruptcy protection. Then CMA hunged and rebranded for sleeping on the job, new outfit formed and with new rules for the game on the table. In a country with insane and mundane social, corporate and public believes and practices, this has to happen to bring back senses, or as a sign of reawakening. ,Behold, a sower went forth to sow;....
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Rank: Member Joined: 3/20/2008 Posts: 503
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obiero wrote:Tomorrow is hours away.. This will be interesting Yes, the faint hearted must be given opportunities to disembark.
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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xxxxx wrote:obiero wrote:Tomorrow is hours away.. This will be interesting Yes, the faint hearted must be given opportunities to disembark. Will be suspended!!! 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: Member Joined: 3/20/2008 Posts: 503
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Angelica _ann wrote:xxxxx wrote:obiero wrote:Tomorrow is hours away.. This will be interesting Yes, the faint hearted must be given opportunities to disembark. Will be suspended!!! Sad...they should let it tank as much as the market demands. Some of us are net buyers and believe its time to be greedy while everyone else is fearful.
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Rank: Chief Joined: 1/3/2007 Posts: 18,107 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:I have written it off.
Lucky for me, this was a Tier 3 investment for me.
Of course, I did not invest to lose money but I dipped my toe in the murky pool believing things were improving.
It's unlikely the sale of the assets will have the same value as the entire firm.
They could sell off the TZ assets but that will not benefit the shareholders as much as keeping it intact.
Anyway, let's see what happens! Next time be humble and listen to others. Kesho we watch a terrible tumble. The material information released on Saturday will mean no intraday limit. NSE would rather suspend the share. Only way is down Written off I don't sweat the small stuff. Stress would be Unga, KenRe, some banks eg I&M, NIC and Equity, and KK UNGA has since become a hung share with no buyers at KES 40.. The market respects no investor apart from the heavy hitters No stress re: Unga. It's profitable and even without the Seaboard Offer, I was not a seller (like another 30% of shareholders) so why worry? I do wait for the FY 2018 results. 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: 18,107 Location: Nairobi
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xxxxx wrote:Angelica _ann wrote:xxxxx wrote:obiero wrote:Tomorrow is hours away.. This will be interesting Yes, the faint hearted must be given opportunities to disembark. Will be suspended!!! Sad...they should let it tank as much as the market demands. Some of us are net buyers and believe its time to be greedy while everyone else is fearful. Though with the banks in charge, PWC fees and general looting... there may be nothing left for shareholders. I have written it off in my books. Anything returned will be accepted as 100% profit. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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 What the hell?? "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 12/4/2009 Posts: 10,699 Location: NAIROBI
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ARM creditors lost patience Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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