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Bamburi Cement FY 2015 PBT Up 46%
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Boris Boyka
#31 Posted : Monday, May 16, 2016 12:14:49 PM
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Joined: 11/15/2013
Posts: 1,977
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@Aguy @pesa nane et al, when is the AGM?
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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hisah
#32 Posted : Monday, May 16, 2016 3:57:31 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Boris Boyka wrote:
@Aguy @pesa nane et al, when is the AGM?

Thursday 2nd June at Nyali Beach hotel at 2.30pm.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Boris Boyka
#33 Posted : Tuesday, May 17, 2016 12:10:07 AM
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Joined: 11/15/2013
Posts: 1,977
Location: Here
hisah wrote:
Boris Boyka wrote:
@Aguy @pesa nane et al, when is the AGM?

Thursday 2nd June at Nyali Beach hotel at 2.30pm.

Thank you very much @hisah
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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VituVingiSana
#34 Posted : Monday, May 30, 2016 10:53:44 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Not good for ARM.
Perhaps not good for Bamburi is Dangote's cement finds its way into Kenya.

Dangote Cement has announced lower cement prices in Tanzania as the new entrant seeks to gain market share. Their products will be trading at about 20.0% discount to the prevailing market prices. (Source: The Citizen, Kestrel Research)
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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hisah
#35 Posted : Monday, May 30, 2016 11:10:43 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
VituVingiSana wrote:
Not good for ARM.
Perhaps not good for Bamburi is Dangote's cement finds its way into Kenya.

Dangote Cement has announced lower cement prices in Tanzania as the new entrant seeks to gain market share. Their products will be trading at about 20.0% discount to the prevailing market prices. (Source: The Citizen, Kestrel Research)

A better query is who amongst BAMB, EAPCC and ARM will weather the price war storm better? Of course not EAPCC. ARM has to repair the balance sheet before anything while BAMB has cashflow for now. So BAMB is better placed to weather that storm.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Ericsson
#36 Posted : Monday, May 30, 2016 6:17:35 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
@hisah
EAPCC will weather the storm;shida ya huko ni corruption mingi.
EAPCC has guaranteed business in terms of gava and NSSF construction projects
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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