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Ericsson		#771 Posted : Thursday, August 23, 2018 2:49:23 PM
Rank: Elder Joined: 12/4/2009 Posts: 10,808 Location: NAIROBI		ARM is dead,I don't see any chance of a comeback. Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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xxxxx		#772 Posted : Thursday, August 23, 2018 6:20:19 PM
Rank: Member Joined: 3/20/2008 Posts: 503		Ericsson wrote: ARM is dead,I don't see any chance of a comeback. You couldn't be More wrong
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VituVingiSana		#773 Posted : Thursday, August 23, 2018 6:28:14 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		Well, there is a simple solution... Last price was 5.60 before the suspension. I will not put a hard timeline [see my loss to @sparkly even though KK has outperformed KenGen since 1st Jan 2018 but I had said 31st Dec 2017] but what are we looking at here? So @xxxxx [niko ndani na wewe] what's your timeline that ARM will be back on the board and back to 5.60? Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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obiero		#774 Posted : Thursday, August 23, 2018 8:33:16 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,224 Location: nairobi		VituVingiSana wrote: Well, there is a simple solution... Last price was 5.60 before the suspension. I will not put a hard timeline [see my loss to @sparkly even though KK has outperformed KenGen since 1st Jan 2018 but I had said 31st Dec 2017] but what are we looking at here? So @xxxxx [niko ndani na wewe] what's your timeline that ARM will be back on the board and back to 5.60? @vvs unaniaibisha
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xxxxx		#775 Posted : Thursday, August 23, 2018 9:19:50 PM
Rank: Member Joined: 3/20/2008 Posts: 503		VituVingiSana wrote: Well, there is a simple solution... Last price was 5.60 before the suspension. I will not put a hard timeline [see my loss to @sparkly even though KK has outperformed KenGen since 1st Jan 2018 but I had said 31st Dec 2017] but what are we looking at here? So @xxxxx [niko ndani na wewe] what's your timeline that ARM will be back on the board and back to 5.60? I believe this thing is surprisingly going to end rather quickly. All the interested parties plus regulators are on it to ensure the suspension is lifted as per the announcement. UBA will achieve its goal of avoiding a huge provision having demonstrated to CBK that recovery measures and timelines have been formally agreed upon. CDC's hand has now been forced and so they will provide much more clarity on exactly when and how much funding is to be provided to resolve the liabilities particularly. As you know they've been dragging their feet for almost 2 years. NSE/CBK/ CMA are jointly apprised of the agreed Ts and Cs and life goes on. The minority shareholders.. especially those who bought at 2.7 smile all the way to the bank albeit with some dilution ..thou not to KQ levels. Keep on riding on the shoulders of CDC. On lifting the suspension, the only way is UP. The purpose of the administration action was to push CDC to COMMIT ASAP.
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VituVingiSana		#776 Posted : Thursday, August 23, 2018 9:31:47 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		xxxxx wrote: VituVingiSana wrote: Well, there is a simple solution... Last price was 5.60 before the suspension. I will not put a hard timeline [see my loss to @sparkly even though KK has outperformed KenGen since 1st Jan 2018 but I had said 31st Dec 2017] but what are we looking at here? So @xxxxx [niko ndani na wewe] what's your timeline that ARM will be back on the board and back to 5.60? I believe this thing is surprisingly going to end rather quickly. All the interested parties plus regulators are on it to ensure the suspension is lifted as per the announcement. UBA will achieve its goal of avoiding a huge provision having demonstrated to CBK that recovery measures and timelines have been formally agreed upon. CDC's hand has now been forced and so they will provide much more clarity on exactly when and how much funding is to be provided to resolve the liabilities particularly. As you know they've been dragging their feet for almost 2 years. NSE/CBK/ CMA are jointly apprised of the agreed Ts and Cs and life goes on. The minority shareholders.. especially those who bought at 2.7 smile all the way to the bank albeit with some dilution ..thou not to KQ levels. Keep on riding on the shoulders of CDC. On lifting the suspension, the only way is UP. The purpose of the administration action was to push CDC to COMMIT ASAP. There is a new CEO waiting in the wings. IFC may also come through with additional financing. Finally, ARM should solicit a Strategic Partner who will buy us out at NAV ARM isn't causing me much stress. The value of my holdings as a % of my portfolio "Tier 3" + that ARM has assets that others want e.g. TZ Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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obiero		#777 Posted : Thursday, August 23, 2018 9:32:29 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,224 Location: nairobi		xxxxx wrote: VituVingiSana wrote: Well, there is a simple solution... Last price was 5.60 before the suspension. I will not put a hard timeline [see my loss to @sparkly even though KK has outperformed KenGen since 1st Jan 2018 but I had said 31st Dec 2017] but what are we looking at here? So @xxxxx [niko ndani na wewe] what's your timeline that ARM will be back on the board and back to 5.60? I believe this thing is surprisingly going to end rather quickly. All the interested parties plus regulators are on it to ensure the suspension is lifted as per the announcement. UBA will achieve its goal of avoiding a huge provision having demonstrated to CBK that recovery measures and timelines have been formally agreed upon. CDC's hand has now been forced and so they will provide much more clarity on exactly when and how much funding is to be provided to resolve the liabilities particularly. As you know they've been dragging their feet for almost 2 years. NSE/CBK/ CMA are jointly apprised of the agreed Ts and Cs and life goes on. The minority shareholders.. especially those who bought at 2.7 smile all the way to the bank albeit with some dilution ..thou not to KQ levels. Keep on riding on the shoulders of CDC. On lifting the suspension, the only way is UP. The purpose of the administration action was to push CDC to COMMIT ASAP. Walai Walai..
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VituVingiSana		#778 Posted : Thursday, August 23, 2018 9:38:21 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		obiero wrote: VituVingiSana wrote: Well, there is a simple solution... Last price was 5.60 before the suspension. I will not put a hard timeline [see my loss to @sparkly even though KK has outperformed KenGen since 1st Jan 2018 but I had said 31st Dec 2017] but what are we looking at here? So @xxxxx [niko ndani na wewe] what's your timeline that ARM will be back on the board and back to 5.60? @vvs unaniaibisha You need to stick to the Open Offer Let us enjoy the ride on ARM Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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the deal		#779 Posted : Thursday, August 23, 2018 9:53:38 PM
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery		xxxxx wrote: VituVingiSana wrote: Well, there is a simple solution... Last price was 5.60 before the suspension. I will not put a hard timeline [see my loss to @sparkly even though KK has outperformed KenGen since 1st Jan 2018 but I had said 31st Dec 2017] but what are we looking at here? So @xxxxx [niko ndani na wewe] what's your timeline that ARM will be back on the board and back to 5.60? I believe this thing is surprisingly going to end rather quickly. All the interested parties plus regulators are on it to ensure the suspension is lifted as per the announcement. UBA will achieve its goal of avoiding a huge provision having demonstrated to CBK that recovery measures and timelines have been formally agreed upon. CDC's hand has now been forced and so they will provide much more clarity on exactly when and how much funding is to be provided to resolve the liabilities particularly. As you know they've been dragging their feet for almost 2 years. NSE/CBK/ CMA are jointly apprised of the agreed Ts and Cs and life goes on. The minority shareholders.. especially those who bought at 2.7 smile all the way to the bank albeit with some dilution ..thou not to KQ levels. Keep on riding on the shoulders of CDC. On lifting the suspension, the only way is UP. The purpose of the administration action was to push CDC to COMMIT ASAP. the sooner you come to terms with the shafting...the better...we can bet ARM will not trade at the NSE next week!
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obiero		#780 Posted : Friday, August 24, 2018 12:46:01 AM
Rank: Elder Joined: 6/23/2009 Posts: 14,224 Location: nairobi		the deal wrote: xxxxx wrote: VituVingiSana wrote: Well, there is a simple solution... Last price was 5.60 before the suspension. I will not put a hard timeline [see my loss to @sparkly even though KK has outperformed KenGen since 1st Jan 2018 but I had said 31st Dec 2017] but what are we looking at here? So @xxxxx [niko ndani na wewe] what's your timeline that ARM will be back on the board and back to 5.60? I believe this thing is surprisingly going to end rather quickly. All the interested parties plus regulators are on it to ensure the suspension is lifted as per the announcement. UBA will achieve its goal of avoiding a huge provision having demonstrated to CBK that recovery measures and timelines have been formally agreed upon. CDC's hand has now been forced and so they will provide much more clarity on exactly when and how much funding is to be provided to resolve the liabilities particularly. As you know they've been dragging their feet for almost 2 years. NSE/CBK/ CMA are jointly apprised of the agreed Ts and Cs and life goes on. The minority shareholders.. especially those who bought at 2.7 smile all the way to the bank albeit with some dilution ..thou not to KQ levels. Keep on riding on the shoulders of CDC. On lifting the suspension, the only way is UP. The purpose of the administration action was to push CDC to COMMIT ASAP. the sooner you come to terms with the shafting...the better...we can bet ARM will not trade at the NSE next week! And if the NSE makes a mistake to relist it next week. Thumuni pap
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