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ARM HY2017
lochaz-index
#111 Posted : Thursday, December 14, 2017 7:58:38 AM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
hisah wrote:
Fyatu wrote:
10 bob has printed

Testing supply at the zone where the bounce happened.

Jeez! This has been one epic capitulation. The bear might not be through with this one either as there is a very probable overshoot to 2005 price levels to bottom out the correction.
The main purpose of the stock market is to make fools of as many people as possible.
Fyatu
#112 Posted : Thursday, December 14, 2017 10:41:47 AM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
Ericsson wrote:
sparkly wrote:
Horton wrote:
Ericsson wrote:
After the death of the father,the Paunrana sons mismanaged the company to its death bed.


Not true. It’s only Pradeep (not sons he is the only one the rest are sisters who were married) who actually built the company. Word has it that He used to borrow his cousins canter to transport limestone when he came back from the US.

ARM may have bitten off more than they could chew but I am confident they will bounce back at some point.


ARM went into a price war with established players and came out worse. They got angel investors to bail them out. If the angel investors stick around abit longer ARM will be n bigger than Bamburi.

Demise of ARM was caused by Mombasa Cement.



Iam tempted to concur with you. The Rhino cement brand is nowhere to be seen. Hardware stores are no longer painted with Rhino colours. Most are branded Bamburi. In areas of Kitengela, Athi river, Machakos the cement of choice is Simba. When you go to Kiambu and most parts of Nairobi, the fundis are using blue triangle. Mo-shaina(chinese) are using Savanna and Bamburi for those flyovers. I have witnessed a 12 floor building in Mombasa being built using Mombasa cement(beams, shutter and all). Huko Lamu port the cement is powercrete 52.5 and probably Rhino 52.5(i have never seen a ready mix lorry branded ARM). I am told huko Western and North rift there is a new cement brand known as RAI.However, looking at the cement consumption data in the whole world, Kenya and other East African countries are still on the lower percentile of cement consumption meaning there are still great opportunities. Thats why Dangote is still very interested the Kenyan market. ....kwa hayo yote. There is still hope for ARM
Dumb money becomes dumb only when it listens to smart money
hisah
#113 Posted : Thursday, December 14, 2017 2:30:10 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
hisah wrote:
Fyatu wrote:
10 bob has printed

Testing supply at the zone where the bounce happened.

Positive supply test.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Horton
#114 Posted : Wednesday, December 20, 2017 7:22:04 PM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
Just read somewhere that Dangote has licences for 2 cement factories one near Mombasa and one near nairobi. Should be fun times for listed cement cos.
Ebenyo
#115 Posted : Thursday, December 21, 2017 9:10:25 AM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
Horton wrote:
Just read somewhere that Dangote has licences for 2 cement factories one near Mombasa and one near nairobi. Should be fun times for listed cement cos.



It will be hard.ARM and EAPC are in losses.Bamburi is facing volatility.If Dangote lists in NSE,it will give us more options.
Towards the goal of financial freedom
Ebenyo
#116 Posted : Thursday, December 21, 2017 9:13:25 AM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
Horton wrote:
Just read somewhere that Dangote has licences for 2 cement factories one near Mombasa and one near nairobi. Should be fun times for listed cement cos.



It will be hard.ARM and EAPC are in losses.Bamburi is facing volatility.If Dangote lists in NSE,it will give us more options.
Towards the goal of financial freedom
Ericsson
#117 Posted : Thursday, December 21, 2017 10:32:50 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Ebenyo wrote:
Horton wrote:
Just read somewhere that Dangote has licences for 2 cement factories one near Mombasa and one near nairobi. Should be fun times for listed cement cos.



It will be hard.ARM and EAPC are in losses.Bamburi is facing volatility.If Dangote lists in NSE,it will give us more options.

Demand is not growing so for dangote to succeed one company must go under
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#118 Posted : Friday, December 22, 2017 8:21:27 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Ebenyo wrote:
Horton wrote:
Just read somewhere that Dangote has licences for 2 cement factories one near Mombasa and one near nairobi. Should be fun times for listed cement cos.



It will be hard.ARM and EAPC are in losses.Bamburi is facing volatility.If Dangote lists in NSE,it will give us more options.


Dangote is interested in acquiring one of the Cement manufacturers most probable candidate being ARM.
EAPC, Bamburi with a 42% stake has the first right and they have been interested in taking majority stake.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Pesa Nane
#119 Posted : Friday, February 02, 2018 11:44:36 AM
Rank: Elder

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

Pesa Nane plans to be shilingi when he grows up.
Pesa Nane
#120 Posted : Friday, February 02, 2018 11:49:53 AM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Rating agency places ARM under ‘watch’

Pesa Nane plans to be shilingi when he grows up.
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