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ARM: A Time To Board?
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enyands
#11 Posted : Monday, January 18, 2016 12:27:16 PM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
MaichBlack wrote:
There is negligible xenophobia in Kenya!!! Kenyans don't really care who owns a company when buying stuff!!!



As long as they get a good value of their money then they are good and set
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doubletap
#12 Posted : Friday, March 18, 2016 5:25:17 PM
Rank: Member

Joined: 7/17/2014
Posts: 132
Location: Wherethewindblows
Any insights on this stock? Developments?
You have to learn the rules of the game. And then you have to play better than anyone else - Albert Einstein
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sparkly
#13 Posted : Friday, March 18, 2016 8:32:51 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
Waiting to see the deal offered to ARM first. It could be a red herring too. Paunrana could pull a Merali on UltraTech & sell it to another party for a better price.


@VVS you always wanted a piece of this stock. Are you considering pulling the trigger?
Life is short. Live passionately.
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VituVingiSana
#14 Posted : Friday, March 18, 2016 8:57:28 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
sparkly wrote:
VituVingiSana wrote:
Waiting to see the deal offered to ARM first. It could be a red herring too. Paunrana could pull a Merali on UltraTech & sell it to another party for a better price.


@VVS you always wanted a piece of this stock. Are you considering pulling the trigger?
Not until I read/analyze how they are re-financing their debt.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#15 Posted : Monday, March 28, 2016 11:31:56 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Seems the "dilution" could be 50%
http://www.businessdaily...1/-/j1ws8u/-/index.html
Please note that it is a not a true 'dilution' in that ARM gets 14bn & 7bn of that accrues to existing shareholders. The repayment of debt will be a huge boon to ARM going forward.

*I am still staying away until I see the Annual Report and Recapitalization Plan*
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#16 Posted : Tuesday, March 29, 2016 9:44:18 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
Seems no one is interested in buying/taking over the debt of the company.
First it was UltraTech from India who then backed off.
Next was AFDB who it also have backed off
Now the Paunrana family want to create new shares and give half the stake to any willing investor wishing to take up the debt.
Seems things are thick.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Pesa Nane
#17 Posted : Tuesday, March 29, 2016 11:59:50 AM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Pesa Nane plans to be shilingi when he grows up.
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Aguytrying
#18 Posted : Tuesday, March 29, 2016 7:51:29 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
Seems the "dilution" could be 50%
http://www.businessdaily...1/-/j1ws8u/-/index.html
Please note that it is a not a true 'dilution' in that ARM gets 14bn & 7bn of that accrues to existing shareholders. The repayment of debt will be a huge boon to ARM going forward.

*I am still staying away until I see the Annual Report and Recapitalization Plan*


Things must have gotten thick for them to resort to such dilution. Through it though I still see the shareholder centric nature of the transaction. The company is avoiding an overburdening of debt, hence has abandoned a bond and preference shares.
I feel after this the affinity to a lot of debt will change. When price gets hammered it might be a good chance
The investor's chief problem - and even his worst enemy - is likely to be himself
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VituVingiSana
#19 Posted : Tuesday, March 29, 2016 10:05:16 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Aguytrying wrote:
VituVingiSana wrote:
Seems the "dilution" could be 50%
http://www.businessdaily...1/-/j1ws8u/-/index.html
Please note that it is a not a true 'dilution' in that ARM gets 14bn & 7bn of that accrues to existing shareholders. The repayment of debt will be a huge boon to ARM going forward.

*I am still staying away until I see the Annual Report and Recapitalization Plan*


Things must have gotten thick for them to resort to such dilution. Through it though I still see the shareholder centric nature of the transaction. The company is avoiding an overburdening of debt, hence has abandoned a bond and preference shares.
I feel after this the affinity to a lot of debt will change. When price gets hammered it might be a good chance

Yes. The expansion plan was over-ambitious in hindsight but unlike KQ, the majority shareholders [Paunrana family] are not asking for a bailout from the taxpayers but are fixing the problem themselves.

I want to read the IM then make a decision as to what is an attractive entry point. It's not for the lack of opportunities but the lack of cash. I&M is at a sub-6 PER. KK is a 7 forward PER. Unga if it can 2x 1H profits is at 7 PER. And so on.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#20 Posted : Friday, April 15, 2016 2:38:17 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
When are they expected to announce full year 2015 results.
Seems things are thick;they have taken long long to report
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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