Wazua
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ARM HY2017
Rank: Elder Joined: 12/7/2012 Posts: 11,935
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the deal wrote:muandiwambeu wrote:xxxxx wrote:Fyatu wrote:VituVingiSana wrote:Fyatu wrote:heri wrote:mlennyma wrote:Fyatu wrote:guru267 wrote:I believe there is a deliberate plan to scoop up ARM shares at a throw away price. Time will tell though 1. Shake-off the weak Wanjiku of little faith who are prone to fear by creating uncertainty. 2. Have them stampede as they jump-off the boat. 3. Mop-up the mess(buy at low prices). .....this NSE is not for the faint hearted. However, tell tale signs are all over. ARM not paying salaries, resignation of long serving directors, late reporting etc. To me what makes me fear jumping in is the story about delayed salaries suggesting very low revenues, low sales etc. I will watch from the sidelines Not paying salaries is like not paying rent in your rented premises,the next step is usually being kicked out and auctioned But you could be parking a merc outside your rented premises I see what you have done there....A market valuation of Kshs. 2.88B Vs. NAV of 26B as per HY 2017....very enticing but once bitten twice shy What? NAV of 26bn? How now? Did you deduct liabilities from the assets? 24B to be exact. Check page 16 of this document ..and that was at the end of August 2017. Surely even with a 10bn shilling loss, there must be some value somewhere. I know it is elephant shit bad...but it can not be that bad. Being shafted takes alot of kuvumilia. Jikaze Ndungu. Utakuja tukupanguze maxhozi ukimaliziwo  Well.... 1. We dont know how big is the loss for FY2017 yet? 2. We are 5 months into 2018...We dont know how big the loss will be at HY2018? 3. Add to the fact that some of those assets could be overstated to boost NAV...we could be looking at one big black hole here  The sooner they release FY2017 results the better! Looks like even speculating here is disaster, pass!!! 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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Rank: Member Joined: 3/20/2008 Posts: 503
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the deal wrote:muandiwambeu wrote:xxxxx wrote:Fyatu wrote:VituVingiSana wrote:Fyatu wrote:heri wrote:mlennyma wrote:Fyatu wrote:guru267 wrote:I believe there is a deliberate plan to scoop up ARM shares at a throw away price. Time will tell though 1. Shake-off the weak Wanjiku of little faith who are prone to fear by creating uncertainty. 2. Have them stampede as they jump-off the boat. 3. Mop-up the mess(buy at low prices). .....this NSE is not for the faint hearted. However, tell tale signs are all over. ARM not paying salaries, resignation of long serving directors, late reporting etc. To me what makes me fear jumping in is the story about delayed salaries suggesting very low revenues, low sales etc. I will watch from the sidelines Not paying salaries is like not paying rent in your rented premises,the next step is usually being kicked out and auctioned But you could be parking a merc outside your rented premises I see what you have done there....A market valuation of Kshs. 2.88B Vs. NAV of 26B as per HY 2017....very enticing but once bitten twice shy What? NAV of 26bn? How now? Did you deduct liabilities from the assets? 24B to be exact. Check page 16 of this document ..and that was at the end of August 2017. Surely even with a 10bn shilling loss, there must be some value somewhere. I know it is elephant shit bad...but it can not be that bad. Being shafted takes alot of kuvumilia. Jikaze Ndungu. Utakuja tukupanguze maxhozi ukimaliziwo Well.... 1. We dont know how big is the loss for FY2017 yet? 2. We are 5 months into 2018? We dont know how big the loss will be at HY2018? 3. Add to the fact that some of those assets could be overstated to boost NAV The sooner they release FY2017 results the better! Very true...uncertainty is extremely CANCEROUS but we've waited this long so a few more days/ months won't kill you.......after all there are investors who got in at 90 like @Angelica but never had the good graces to exit at 83 and cut their losses. Expect a big bounce when results are released and the market realizes that it was all news headlines risk all along and its been over baked in the price decline. 
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Rank: Elder Joined: 12/7/2012 Posts: 11,935
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xxxxx wrote:the deal wrote:muandiwambeu wrote:xxxxx wrote:Fyatu wrote:VituVingiSana wrote:Fyatu wrote:heri wrote:mlennyma wrote:Fyatu wrote:guru267 wrote:I believe there is a deliberate plan to scoop up ARM shares at a throw away price. Time will tell though 1. Shake-off the weak Wanjiku of little faith who are prone to fear by creating uncertainty. 2. Have them stampede as they jump-off the boat. 3. Mop-up the mess(buy at low prices). .....this NSE is not for the faint hearted. However, tell tale signs are all over. ARM not paying salaries, resignation of long serving directors, late reporting etc. To me what makes me fear jumping in is the story about delayed salaries suggesting very low revenues, low sales etc. I will watch from the sidelines Not paying salaries is like not paying rent in your rented premises,the next step is usually being kicked out and auctioned But you could be parking a merc outside your rented premises I see what you have done there....A market valuation of Kshs. 2.88B Vs. NAV of 26B as per HY 2017....very enticing but once bitten twice shy What? NAV of 26bn? How now? Did you deduct liabilities from the assets? 24B to be exact. Check page 16 of this document ..and that was at the end of August 2017. Surely even with a 10bn shilling loss, there must be some value somewhere. I know it is elephant shit bad...but it can not be that bad. Being shafted takes alot of kuvumilia. Jikaze Ndungu. Utakuja tukupanguze maxhozi ukimaliziwo Well.... 1. We dont know how big is the loss for FY2017 yet? 2. We are 5 months into 2018? We dont know how big the loss will be at HY2018? 3. Add to the fact that some of those assets could be overstated to boost NAV The sooner they release FY2017 results the better! Very true...uncertainty is extremely CANCEROUS but we've waited this long so a few more days/ months won't kill you.......after all there are investors who got in at 90 like @Angelica but never had the good graces to exit at 83 and cut their losses. Expect a big bounce when results are released and the market realizes that it was all news headlines risk all along and its been over baked in the price decline. Nope I got in at 29 pre split. Thanks to some charts, I think @Hisah I highlighted at +70 on the fall from 90s. Of course making some good chums. Of course the devil is real .... at 21 just the other day must be last year @hisah's charts were positive (ask @mukiri  ) & boarded again for the ride to 30s & sold at stop loss at 16-17 range. I take losses, I don't average down. We even forced our pesa 8 to sell at around 15. 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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Rank: Elder Joined: 6/23/2009 Posts: 14,226 Location: nairobi
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Angelica _ann wrote:xxxxx wrote:the deal wrote:muandiwambeu wrote:xxxxx wrote:Fyatu wrote:VituVingiSana wrote:Fyatu wrote:heri wrote:mlennyma wrote:Fyatu wrote:guru267 wrote:I believe there is a deliberate plan to scoop up ARM shares at a throw away price. Time will tell though 1. Shake-off the weak Wanjiku of little faith who are prone to fear by creating uncertainty. 2. Have them stampede as they jump-off the boat. 3. Mop-up the mess(buy at low prices). .....this NSE is not for the faint hearted. However, tell tale signs are all over. ARM not paying salaries, resignation of long serving directors, late reporting etc. To me what makes me fear jumping in is the story about delayed salaries suggesting very low revenues, low sales etc. I will watch from the sidelines Not paying salaries is like not paying rent in your rented premises,the next step is usually being kicked out and auctioned But you could be parking a merc outside your rented premises I see what you have done there....A market valuation of Kshs. 2.88B Vs. NAV of 26B as per HY 2017....very enticing but once bitten twice shy What? NAV of 26bn? How now? Did you deduct liabilities from the assets? 24B to be exact. Check page 16 of this document ..and that was at the end of August 2017. Surely even with a 10bn shilling loss, there must be some value somewhere. I know it is elephant shit bad...but it can not be that bad. Being shafted takes alot of kuvumilia. Jikaze Ndungu. Utakuja tukupanguze maxhozi ukimaliziwo Well.... 1. We dont know how big is the loss for FY2017 yet? 2. We are 5 months into 2018? We dont know how big the loss will be at HY2018? 3. Add to the fact that some of those assets could be overstated to boost NAV The sooner they release FY2017 results the better! Very true...uncertainty is extremely CANCEROUS but we've waited this long so a few more days/ months won't kill you.......after all there are investors who got in at 90 like @Angelica but never had the good graces to exit at 83 and cut their losses. Expect a big bounce when results are released and the market realizes that it was all news headlines risk all along and its been over baked in the price decline. Nope I got in at 29 pre split. Thanks to some charts, I think @Hisah I highlighted at +70 on the fall from 90s. Of course making some good chums. Of course the devil is real .... at 21 just the other day must be last year @hisah's charts were positive (ask @mukiri ) & boarded again for the ride to 30s & sold at stop loss at 16-17 range. I take losses, I don't average down. We even forced our pesa 8 to sell at around 15. Pokea pole zangu kwa wote walioathirika
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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obiero wrote:Angelica _ann wrote:xxxxx wrote:the deal wrote:muandiwambeu wrote:xxxxx wrote:Fyatu wrote:VituVingiSana wrote:Fyatu wrote:heri wrote:mlennyma wrote:Fyatu wrote:guru267 wrote:I believe there is a deliberate plan to scoop up ARM shares at a throw away price. Time will tell though 1. Shake-off the weak Wanjiku of little faith who are prone to fear by creating uncertainty. 2. Have them stampede as they jump-off the boat. 3. Mop-up the mess(buy at low prices). .....this NSE is not for the faint hearted. However, tell tale signs are all over. ARM not paying salaries, resignation of long serving directors, late reporting etc. To me what makes me fear jumping in is the story about delayed salaries suggesting very low revenues, low sales etc. I will watch from the sidelines Not paying salaries is like not paying rent in your rented premises,the next step is usually being kicked out and auctioned But you could be parking a merc outside your rented premises I see what you have done there....A market valuation of Kshs. 2.88B Vs. NAV of 26B as per HY 2017....very enticing but once bitten twice shy What? NAV of 26bn? How now? Did you deduct liabilities from the assets? 24B to be exact. Check page 16 of this document ..and that was at the end of August 2017. Surely even with a 10bn shilling loss, there must be some value somewhere. I know it is elephant shit bad...but it can not be that bad. Being shafted takes alot of kuvumilia. Jikaze Ndungu. Utakuja tukupanguze maxhozi ukimaliziwo Well.... 1. We dont know how big is the loss for FY2017 yet? 2. We are 5 months into 2018? We dont know how big the loss will be at HY2018? 3. Add to the fact that some of those assets could be overstated to boost NAV The sooner they release FY2017 results the better! Very true...uncertainty is extremely CANCEROUS but we've waited this long so a few more days/ months won't kill you.......after all there are investors who got in at 90 like @Angelica but never had the good graces to exit at 83 and cut their losses. Expect a big bounce when results are released and the market realizes that it was all news headlines risk all along and its been over baked in the price decline. Nope I got in at 29 pre split. Thanks to some charts, I think @Hisah I highlighted at +70 on the fall from 90s. Of course making some good chums. Of course the devil is real .... at 21 just the other day must be last year @hisah's charts were positive (ask @mukiri ) & boarded again for the ride to 30s & sold at stop loss at 16-17 range. I take losses, I don't average down. We even forced our pesa 8 to sell at around 15. This thing of Ex'es .... went right back at 6.60 Pokea pole zangu kwa wote walioathirika Asante @obiero Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 6/23/2009 Posts: 14,226 Location: nairobi
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Today we sight KES 2.70.. Very unsettling times for the NSE. Foreign investors taking cover
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Rank: Elder Joined: 6/23/2009 Posts: 14,226 Location: nairobi
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mlennyma wrote:whiteowl wrote:Ericsson wrote:whiteowl wrote:Angelica _ann wrote:Ericsson wrote:3 bob boom It has cooled off though!!! Consider a 6% drop as the upside. 9% drop pap Didn't take long.Downside resumes The volume suggests it has caught the attention of some greedy investors. the rally is near Mr.obiero @mlennyma I expected better from you
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Rank: Elder Joined: 6/23/2009 Posts: 14,226 Location: nairobi
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Spikes wrote:obiero wrote:xxxxx wrote:heri wrote:Surely the net assets must be worth something? how can people wait for it at 1 bob My point EXACTLY The assets in practicality do not belong to the company but its debtors, hence the decapitation. Similar to Nakumatt, Uchumi! Its the bank debt that is killing Kenyan companies and nothing else.. Maximum capitulation and thereafter rocket rally with at least 50% return in one month or so. One month or so? Rocket rally? We still wait.. :)
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Rank: Member Joined: 12/22/2015 Posts: 224 Location: Mombasa, Kenya
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obiero wrote:Spikes wrote:obiero wrote:xxxxx wrote:heri wrote:Surely the net assets must be worth something? how can people wait for it at 1 bob My point EXACTLY The assets in practicality do not belong to the company but its debtors, hence the decapitation. Similar to Nakumatt, Uchumi! Its the bank debt that is killing Kenyan companies and nothing else.. Maximum capitulation and thereafter rocket rally with at least 50% return in one month or so. One month or so? Rocket rally? We still wait.. :) What could possibly inspire a rocket rally in the short term? I'll tell you what will not; 1. FY results (recall the handsome profit warning) 2. Looming threat of regulatory action (this is not a GOK firm- options are on the table) 3. Fear. Too many rats scampering to get off this sinking ship. A small gain will inspire more sellers We may have a temporary ceasefire till those who jumped in at +3bob realize there is a real possibility of 1 Bob. Then we'll see maximum capitulation Start!
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Rank: Elder Joined: 12/4/2009 Posts: 10,808 Location: NAIROBI
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Metch wrote:obiero wrote:Spikes wrote:obiero wrote:xxxxx wrote:heri wrote:Surely the net assets must be worth something? how can people wait for it at 1 bob My point EXACTLY The assets in practicality do not belong to the company but its debtors, hence the decapitation. Similar to Nakumatt, Uchumi! Its the bank debt that is killing Kenyan companies and nothing else.. Maximum capitulation and thereafter rocket rally with at least 50% return in one month or so. One month or so? Rocket rally? We still wait.. :) What could possibly inspire a rocket rally in the short term? I'll tell you what will not; 1. FY results (recall the handsome profit warning) 2. Looming threat of regulatory action (this is not a GOK firm- options are on the table) 3. Fear. Too many rats scampering to get off this sinking ship. A small gain will inspire more sellers We may have a temporary ceasefire till those who jumped in at +3bob realize there is a real possibility of 1 Bob. Then we'll see maximum capitulation And when all is said and done Lafarge Bamburi Cement may do a takeover Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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