ARM HY2017 - Page 58 - Stocks - Wazua

Welcome Guest

Wazua » Investor » Stocks » ARM HY2017

ARM HY2017

Options

Previous Topic · Next Topic

VituVingiSana		#571 Posted : Wednesday, July 18, 2018 12:30:24 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,351 Location: Nairobi		obiero wrote: winmak wrote: obiero wrote: winmak wrote: rwitre wrote: HaMaina wrote: BKB wrote: 4.85 ...tick 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*
Back to top		\|
User Profile

littledove		#572 Posted : Wednesday, July 18, 2018 11:25:48 AM
Rank: Veteran Joined: 7/1/2014 Posts: 927 Location: sky		winmak wrote: obiero wrote: winmak wrote: rwitre wrote: HaMaina wrote: BKB wrote: 4.85 ...tick 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
Back to top		WWW \|
User Profile

VituVingiSana		#573 Posted : Wednesday, July 18, 2018 1:20:26 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,351 Location: Nairobi		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*
Back to top		\| \| Edit by user: Wednesday, July 18, 2018 1:23 PM \| Reason: Not specified
User Profile

sparkly		#574 Posted : Wednesday, July 18, 2018 10:06:08 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		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.
Back to top		\|
User Profile

VituVingiSana		#575 Posted : Thursday, July 19, 2018 7:51:38 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,351 Location: Nairobi		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*
Back to top		\|
User Profile

Spikes		#576 Posted : Thursday, July 19, 2018 7:52:29 AM
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa		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.”
Back to top		\|
User Profile

sparkly		#577 Posted : Friday, July 20, 2018 11:31:53 AM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		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.
Back to top		\|
User Profile

Spikes		#578 Posted : Friday, July 20, 2018 11:55:10 AM
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa		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.”
Back to top		\|
User Profile

obiero		#579 Posted : Friday, July 20, 2018 12:54:54 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,227 Location: nairobi		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
Back to top		WWW \|
User Profile

VituVingiSana		#580 Posted : Friday, July 20, 2018 1:13:52 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,351 Location: Nairobi		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*
Back to top		\| \| Edit by user: Friday, July 20, 2018 1:19 PM \| Reason: Not specified
User Profile

104 Pages«<5657585960>»

Wazua » Investor » Stocks » ARM HY2017

Forum Jump

You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Watch this topic
Print this topic

Normal
Threaded