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ARM HY2017
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Ericsson
#81 Posted : Friday, September 22, 2017 5:25:54 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
sparkly wrote:
Ebenyo wrote:
muandiwambeu wrote:
Juojo wrote:
[quote=muandiwambeu][quote=Ericsson]The conversion price for the ARM shares was 40.
And vvs you were a fan of ARM.

And you would have trusted cdc to do due deligence for you. Narrow shave. Karibu niruke ndani with all my eggs. Just lucky an inner voice kept me behind the schedule. This counter looked like the last bus remaining on the stage for the just ended mini bull rally. Time for the bulls to exit the stage and welcome the bears on the drivers seat.
and the seniors are just rubber stamping the garbage collected. You should hear the questions they ask Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly :Sad Sad



Trust your own due diligence.When you are too busy for it,then dont shed tears when you loose your money.


CDC have unlimited time horizon to recover their investment unlike you and me who want a return in our lifetime.


Unlimited time also means they might never recover
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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muandiwambeu
#82 Posted : Saturday, September 23, 2017 7:31:16 PM
Rank: Veteran

Joined: 8/28/2015
Posts: 1,247
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/companies/Paunranas-lose-Sh17bn-ARM-wealth-in-3-years/4003102-4107166-14xur7i/index.html

Horror debt based capex news. Will they go it full hog like kqueer.
So sad. Debt restructuring should be on full gear now. The earlier the better. I wonder to know if some managers know the meaning of sensitivity analysis before making choices to evaluate their exposure to financial vanities.
,Behold, a sower went forth to sow;....
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  | | Edit by user: Sunday, September 24, 2017 10:01 AM | Reason: Not specified
sparkly
#83 Posted : Sunday, September 24, 2017 1:11:28 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
muandiwambeu wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/companies/Paunranas-lose-Sh17bn-ARM-wealth-in-3-years/4003102-4107166-14xur7i/index.html

Horror debt based capex news. Will they go it full hog like kqueer.
So sad. Debt restructuring should be on full gear now. The earlier the better. I wonder to know if some managers know the meaning of sensitivity analysis before making choices to evaluate their exposure to financial vanities.


Kukopa harusi kulipa matanga.
Life is short. Live passionately.
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obiero
#84 Posted : Sunday, September 24, 2017 5:50:07 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,215
Location: nairobi
sparkly wrote:
muandiwambeu wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/companies/Paunranas-lose-Sh17bn-ARM-wealth-in-3-years/4003102-4107166-14xur7i/index.html

Horror debt based capex news. Will they go it full hog like kqueer.
So sad. Debt restructuring should be on full gear now. The earlier the better. I wonder to know if some managers know the meaning of sensitivity analysis before making choices to evaluate their exposure to financial vanities.


Kukopa harusi kulipa matanga.

Many businesses have been impacted by the corruption in Kenya, coupled with insane policy direction. ARM is a
victim of circumstance

KQ ABP 4.26
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muandiwambeu
#85 Posted : Monday, September 25, 2017 4:59:20 AM
Rank: Veteran

Joined: 8/28/2015
Posts: 1,247
obiero wrote:
sparkly wrote:
muandiwambeu wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/companies/Paunranas-lose-Sh17bn-ARM-wealth-in-3-years/4003102-4107166-14xur7i/index.html

Horror debt based capex news. Will they go it full hog like kqueer.
So sad. Debt restructuring should be on full gear now. The earlier the better. I wonder to know if some managers know the meaning of sensitivity analysis before making choices to evaluate their exposure to financial vanities.


Kukopa harusi kulipa matanga.

Many businesses have been impacted by the corruption in Kenya, coupled with insane policy direction. ARM is a
victim of circumstance

Its clear this company is in deep hole to be polite. Debt distress call has been the central issue probably for the last three years. Only that the thing has spillowed out of control as it looks currently. Some serious beating is on the way.
Historical background check.
Arm looks for a strategic investor
CDC comes in with money bags
Tanzania business experiencing turbulence due microeconomics...compe rohosafi
ARM in a rigorous attempt to spin off fully owned fert subsidiary to resolve liquidity issues
Pilling loss position
Management acknowledges all is not well with cash position and tz business.
My take home
Widening loss position implies more hair cuts on value
Dangote means ring of fire marketing strategies hence probable loss of market share and thus further haircuts
Hard cash position means constrained financial flexibility hence nonoptimal financial and operations decisions thus further haircuts
Home ground not likely to see much footing courtesy of hard macro and microeconomics.
Could I start receing SOS calls in the meantime.Pray Pray Pray Pray
,Behold, a sower went forth to sow;....
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hisah
#86 Posted : Monday, September 25, 2017 11:51:32 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Very sneaky market making in this counter. False demand in the morning before selling deluge later. This is still a falling knife.

Let's see where the market makers want the price to settle. 10 handle will likely breakdown before interest starts showing up.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Monday, September 25, 2017 11:53 AM | Reason: Not specified
Fyatu
#87 Posted : Monday, September 25, 2017 11:54:09 AM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
The price oscillations on this stock are out of this world.
Dumb money becomes dumb only when it listens to smart money
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Ericsson
#88 Posted : Monday, September 25, 2017 12:15:46 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Fyatu wrote:
The price oscillations on this stock are out of this world.


It's going sub-10 as losses swell
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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mamilli
#89 Posted : Monday, September 25, 2017 9:36:54 PM
Rank: Member

Joined: 10/6/2015
Posts: 249
Location: Nairobi
Ericsson wrote:
Fyatu wrote:
The price oscillations on this stock are out of this world.


It's going sub-10 as losses swell


on this one,if its to get scorched,let it be,got some at 11.50 to swing with the trend whichever way it goes.

Never lose your position in a bull market,BTFD.
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Angelica _ann
#90 Posted : Monday, September 25, 2017 9:40:28 PM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
mamilli wrote:
Ericsson wrote:
Fyatu wrote:
The price oscillations on this stock are out of this world.


It's going sub-10 as losses swell


on this one,if its to get scorched,let it be,got some at 11.50 to swing with the trend whichever way it goes.



Too early, burning is still on Sad
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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  | | Edit by user: Monday, September 25, 2017 10:24 PM | Reason: Not specified
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