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EA Portland Cement Company - Going, Going, Gone?

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obiero		#31 Posted : Tuesday, July 15, 2025 7:39:07 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi		VituVingiSana wrote: MaichBlack wrote: DtheK wrote: Aiming to replicate guru267's success here. Cons Can't trust management. So much land Wan*** tried to install his own conflicted CEO. Pro Land, 21B of investment property, to the best of my knowledge it's all to be sold. KCB loan already swapped for land, employees dues also in the process. Currently profitable core operations. Last year's dividend gives some confidence(did they actually pay?). In all a risky bet based on the investment philosophy of "Surely they can't steal everything". On a lighter note back in 2013(earlier in this thread) @Obiero was still warning about over exposure to financials. I have said it before, anyone who listened to @Obiero's "avoid over exposure to financials" analilia kwa choo while "watching and learning" and marking random dates. Imagine speaking in KoQe and staying dividend-less for years instead of "over exposure to financials" which paid dividends for all those years! Hehe. Dividends don't give me the kicks. To each their own. I didn't pressure you when you bought Kurwitu. Be kind KQ ABP 4.26
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VituVingiSana		#32 Posted : Wednesday, July 16, 2025 9:53:47 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi		obiero wrote: VituVingiSana wrote: MaichBlack wrote: DtheK wrote: Aiming to replicate guru267's success here. Cons Can't trust management. So much land Wan* tried to install his own conflicted CEO. Pro Land, 21B of investment property, to the best of my knowledge it's all to be sold. KCB loan already swapped for land, employees dues also in the process. Currently profitable core operations. Last year's dividend gives some confidence(did they actually pay?). In all a risky bet based on the investment philosophy of "Surely they can't steal everything". On a lighter note back in 2013(earlier in this thread) @Obiero was still warning about over exposure to financials. I have said it before, anyone who listened to @Obiero's "avoid over exposure to financials" analilia kwa choo while "watching and learning" and marking random dates. Imagine speaking in KoQe and staying dividend-less for years instead of "over exposure to financials" which paid dividends for all those years! Hehe. Dividends don't give me the kicks. To each their own. I didn't pressure you when you bought Kurwitu. Be kind Ati, Kurwitu. Pole sana. KQ then Kurwitu. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett**
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DtheK		#33 Posted : Saturday, August 02, 2025 2:20:47 PM
Rank: Member Joined: 2/15/2010 Posts: 166 Location: Kenya		Apparently things aren't going badly "Q: What were some of the most significant financial highlights or improvements compared to the previous financial year? The most notable improvements include a 120% year-on-year increase in revenue, a 229% growth in gross profit, and a 132% rise in profit before tax, all based on year-to-date performance as of 31st May 2025, pending final yearend closure." Link July newsletter Meanwhile Amsons group owners have taken over the rest of Holcim's stake at 27 bob!?? I would like to believe the deal was sealed when it(EAPC) was trading at below 10. All the same a welcome sign, means they see value.
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DtheK		#34 Posted : Saturday, September 20, 2025 12:56:10 PM
Rank: Member Joined: 2/15/2010 Posts: 166 Location: Kenya		DtheK wrote: Aiming to replicate guru267's success here. Cons Can't trust management. So much land Wan*** tried to install his own conflicted CEO. Pro Land, 21B of investment property, to the best of my knowledge it's all to be sold. KCB loan already swapped for land, employees dues also in the process. Currently profitable core operations. Last year's dividend gives some confidence(did they actually pay?). In all a risky bet based on the investment philosophy of "Surely they can't steal everything". On a lighter note back in 2013(earlier in this thread) @Obiero was still warning about over exposure to financials. I sold half of holding for 25% profit, after about a month. The rest will hold for foreseeable future. But this thing has drama, now MPs want to interfere with transfer of shares between two private parties enter mpigs
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DtheK		#35 Posted : Wednesday, November 12, 2025 11:54:54 AM
Rank: Member Joined: 2/15/2010 Posts: 166 Location: Kenya		DtheK wrote: DtheK wrote: Aiming to replicate guru267's success here. Cons Can't trust management. So much land Wan*** tried to install his own conflicted CEO. Pro Land, 21B of investment property, to the best of my knowledge it's all to be sold. KCB loan already swapped for land, employees dues also in the process. Currently profitable core operations. Last year's dividend gives some confidence(did they actually pay?). In all a risky bet based on the investment philosophy of "Surely they can't steal everything". On a lighter note back in 2013(earlier in this thread) @Obiero was still warning about over exposure to financials. I sold half of holding for 25% profit, after about a month. The rest will hold for foreseeable future. But this thing has drama, now MPs want to interfere with transfer of shares between two private parties enter mpigs The drama was a bit much for me, sold the rest at about 46% profit, got into KCB and I&M. Management are just.., well siwaelewi. Annual results should be out by now but do they care.
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