Wazua
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ARM HY2017
Rank: Veteran Joined: 1/20/2011 Posts: 1,820 Location: Nakuru
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VituVingiSana wrote:Fyatu wrote:Juojo wrote:Fyatu wrote:the deal wrote:, @fyatu I saw the Atlas thread... Why repeat the same mistake? We have alot of Gems at the NSE... Companies like this are not worth it... That HFCK is Gonna explode after the rate cap is removed.... It's a nice contrarian play... Almost same industry as ARM Cement! @deal Atlas proposition of chancho project was too good to ignore. However, as it turned out, those wazungus were outright criminals that exploited week elements at CMA. I invested in ARM after visiting their factory in Athi river and observing that operations were ongoing i.e., clinker was coming in aand ready mix concrete was coming out. I don't intend to add more shares but rather will hold and weather the storm...it is highly unlikely ARM will go the Atlas way. All indications are that all assets in Tanzania wil be sold and focus will be Kenya and Rwanda. Also CDC have initiated a turnaround thus the proverbial corner is not far off  ARM does not produce readymix concrete. You must have visited the wrong factory So what do you call the product they are delivering HERE and other upcoming skyscrappers of Nairobi almost on a daily basis https://twitter.com/RhinoCement/status/941646666762997760
#FakeNews  Just kidding. I have no idea. I am following the saga coz it is fascinating! Good luck! Remember only ARM and Bamburi are capable of producing heavy duty cement for such projects thus far, though i am aware Simba and Savannah are also eyeing this market. Remember SGR here in Kenya is ongoing and their heavy duty cement can only be supplied with those with capacity who at the moment are only ARM and Bamburi. Dumb money becomes dumb only when it listens to smart money
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Rank: Chief Joined: 1/3/2007 Posts: 18,351 Location: Nairobi
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BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018. This is reminiscent of KQ with loss after loss which erodes the capital base. I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans. No, I am staying out. I like to sleep at night! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi
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VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! looking at the trend today, there is a greedy lot who either know something or they are blind "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 9/14/2011 Posts: 869 Location: nairobi
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VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! You do not subscribe to the suggestion of having a speculation fund? WB mentions it but only for those who cannot stop themselves from speculating
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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mlennyma wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! looking at the trend today, there is a greedy lot who either know something or they are blind Nothing new to know. We have seen the share climb down from the lofty 90 bob 4 years ago to the current 2.50 levels. Greed and fear will balance out in a couple of days. Life is short. Live passionately.
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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Fyatu wrote:VituVingiSana wrote:Fyatu wrote:Juojo wrote:Fyatu wrote:the deal wrote:, @fyatu I saw the Atlas thread... Why repeat the same mistake? We have alot of Gems at the NSE... Companies like this are not worth it... That HFCK is Gonna explode after the rate cap is removed.... It's a nice contrarian play... Almost same industry as ARM Cement! @deal Atlas proposition of chancho project was too good to ignore. However, as it turned out, those wazungus were outright criminals that exploited week elements at CMA. I invested in ARM after visiting their factory in Athi river and observing that operations were ongoing i.e., clinker was coming in aand ready mix concrete was coming out. I don't intend to add more shares but rather will hold and weather the storm...it is highly unlikely ARM will go the Atlas way. All indications are that all assets in Tanzania wil be sold and focus will be Kenya and Rwanda. Also CDC have initiated a turnaround thus the proverbial corner is not far off ARM does not produce readymix concrete. You must have visited the wrong factory So what do you call the product they are delivering HERE and other upcoming skyscrappers of Nairobi almost on a daily basis https://twitter.com/RhinoCement/status/941646666762997760
#FakeNews Just kidding. I have no idea. I am following the saga coz it is fascinating! Good luck! Remember only ARM and Bamburi are capable of producing heavy duty cement for such projects thus far, though i am aware Simba and Savannah are also eyeing this market. Remember SGR here in Kenya is ongoing and their heavy duty cement can only be supplied with those with capacity who at the moment are only ARM and Bamburi. Translate that into bottom lines and tell us where you went wrong to soak it into us now. Hot air. Those blindly left behind believing in this storey will be in for long haul trip down when reality sinks into their mendula investae, 10mins to go...  , loosing on golden opportunities, at your hands now. Right! ,Behold, a sower went forth to sow;....
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Rank: Veteran Joined: 1/20/2011 Posts: 1,820 Location: Nakuru
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muandiwambeu wrote:Fyatu wrote:VituVingiSana wrote:Fyatu wrote:Juojo wrote:Fyatu wrote:the deal wrote:, @fyatu I saw the Atlas thread... Why repeat the same mistake? We have alot of Gems at the NSE... Companies like this are not worth it... That HFCK is Gonna explode after the rate cap is removed.... It's a nice contrarian play... Almost same industry as ARM Cement! @deal Atlas proposition of chancho project was too good to ignore. However, as it turned out, those wazungus were outright criminals that exploited week elements at CMA. I invested in ARM after visiting their factory in Athi river and observing that operations were ongoing i.e., clinker was coming in aand ready mix concrete was coming out. I don't intend to add more shares but rather will hold and weather the storm...it is highly unlikely ARM will go the Atlas way. All indications are that all assets in Tanzania wil be sold and focus will be Kenya and Rwanda. Also CDC have initiated a turnaround thus the proverbial corner is not far off ARM does not produce readymix concrete. You must have visited the wrong factory So what do you call the product they are delivering HERE and other upcoming skyscrappers of Nairobi almost on a daily basis https://twitter.com/RhinoCement/status/941646666762997760
#FakeNews Just kidding. I have no idea. I am following the saga coz it is fascinating! Good luck! Remember only ARM and Bamburi are capable of producing heavy duty cement for such projects thus far, though i am aware Simba and Savannah are also eyeing this market. Remember SGR here in Kenya is ongoing and their heavy duty cement can only be supplied with those with capacity who at the moment are only ARM and Bamburi. Translate that into bottom lines and tell us where you went wrong to soak it into us now. Hot air. Those blindly left behind believing in this storey will be in for long haul trip down when reality sinks into their mendula investae, 10mins to go... , loosing on golden opportunities, at your hands now. Right! Quote:
Let me laugh first....Pesa ni yangu rafiki. Whether i went wrong or right is nobody's business but my own and my nation(bibi na watoto). I am not obligated to explain to anyone on anything especially hapa wazua..I am not "soaking it to anyone"..i am just sharing information in the spirit of wazua...
A riddle goes like this...Winston Churchill drank a bottle of Scotch and two packs of Cigarettes everyday for most of his life but lived to be 90. Guess why he lived for relatively too long given his lifestyle??...drums rolling...He minded his own business
I am reminded it was 10 cigars a day and a total of 250000 during his lifetime Dumb money becomes dumb only when it listens to smart money
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. Life is short. Live passionately.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Mastermind wrote:sparkly wrote:mlennyma wrote:The rally is here with us almost 20% now levels to look out for if you entered at KES 2.55 are KES 3.4; KES 3.9; KES 4.3; KES 4.7. I will be happy to exit at 4.7. The light can at any time go from green to red without passing at yellow. Now at 3.10 Life is short. Live passionately.
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Rank: Elder Joined: 12/4/2009 Posts: 10,809 Location: NAIROBI
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sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. For an additional stake or will it be shareholder loan Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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