Wazua
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ARM HY2017
Rank: Elder Joined: 6/23/2009 Posts: 14,226 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
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Rank: Elder Joined: 12/4/2009 Posts: 10,808 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: 18,349 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: 14,226 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
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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: 14,226 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
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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: 18,349 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: 14,226 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
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Rank: Elder Joined: 6/23/2009 Posts: 14,226 Location: nairobi
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Tomorrow is hours away.. This will be interesting
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