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ARM Cement FY16
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Ericsson
#31 Posted : Tuesday, June 27, 2017 10:38:43 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
actuarywahisa wrote:
sparkly wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/Stanbic-Nigerian-lender-gainers--Sh14-1bn-ARM/539550-3983672-7lkxw2z/index.html


Quote:
Stanbic Bank Kenya CFC • 72.00 and Africa Finance Corporation (AFC) were among the biggest beneficiaries of the Sh14.1 billion that UK’s sovereign wealth fund CDC Group injected into cement manufacturer ARM last year for a 40.6 per cent stake.


Mediocre reporting. To a bank early payment of a loan is not a benefit. It's a disaster.


Not at all if the debtor is struggling. Stanbic just has to find a new home for the money.


the new home for the money can be the kenya pipeline syndicate loan or future KQ loans
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Pesa Nane
#32 Posted : Wednesday, October 11, 2017 10:14:08 AM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c

dilution risk continues to escalate
Pesa Nane plans to be shilingi when he grows up.
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Angelica _ann
#33 Posted : Wednesday, October 11, 2017 10:24:39 AM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
Pesa Nane wrote:

dilution risk continues to escalate


That 2nd last statement clearly indicates that Wanjiku doesn't matter!!!!
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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Ericsson
#34 Posted : Wednesday, October 11, 2017 10:48:15 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Angelica _ann wrote:
Pesa Nane wrote:

dilution risk continues to escalate


That 2nd last statement clearly indicates that Wanjiku doesn't matter!!!!


The paunrana family being pushed aside and CDC taking over management
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mamilli
#35 Posted : Wednesday, October 11, 2017 10:57:40 AM
Rank: Member

Joined: 10/6/2015
Posts: 249
Location: Nairobi
Pesa Nane wrote:

dilution risk continues to escalate


If it takes dilution so as to have a healthy balance sheet,so be it.Share price will almost always reflect the fundamentals of a company "in the fullness of time"
Never lose your position in a bull market,BTFD.
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maka
#36 Posted : Monday, October 23, 2017 11:31:50 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
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Ericsson
#37 Posted : Monday, October 23, 2017 11:55:37 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
maka wrote:
https://www.standardmedia.co.ke/mobile/amp/article/2001258006/tanzania-miscalculation-that-has-cost-arm-cement-billions-of-shillings


Nice read
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Wealth=Income + Investments - Lifestyle
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Angelica _ann
#38 Posted : Monday, October 23, 2017 11:58:08 AM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
Ericsson wrote:
maka wrote:
https://www.standardmedia.co.ke/mobile/amp/article/2001258006/tanzania-miscalculation-that-has-cost-arm-cement-billions-of-shillings


Nice read


In hind sight, Paunrana says the firm should not have built a big plant in Tanzania. “There were too many headwinds that created a perfect storm. But there is no point in regretting. CDC put in $140 million just last year. How could an army of experts from London also get it wrong? Nobody could predict this.”

Sad Sad Sad smile smile smile
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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deadpoet
#39 Posted : Monday, October 23, 2017 1:18:09 PM
Rank: Member

Joined: 9/27/2006
Posts: 506
Pretty sad that ARM had to let the fertilizer business go. Paunrana had a great vision for it.
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Fyatu
#40 Posted : Monday, October 23, 2017 2:24:25 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
maka wrote:
https://www.standardmedia.co.ke/mobile/amp/article/2001258006/tanzania-miscalculation-that-has-cost-arm-cement-billions-of-shillings



Good read.From my goggles point of view,what Paunrana is telling Wanjiku is that sh.13 does not reflect the value of ARM given the assets it holds.
Dumb money becomes dumb only when it listens to smart money
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