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ARM Cement FY 2017 disaster - 6.5bn loss
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xxxxx
#121 Posted : Thursday, June 28, 2018 12:36:17 PM
Rank: Member

Joined: 3/20/2008
Posts: 503
VituVingiSana wrote:
sparkly wrote:
xxxxx wrote:
Superprime1 wrote:
Ericsson wrote:
Share price imekataa kwenda above 3 bob.
Just plating between 2.50 and 2.95


ARM Cement in a press statement today:
"We once again need to reduce our group debt and restructure the balance sheet.

This restructuring process is underway; in the next few weeks we will be able to share with you the way forward for the business."


Last chance for all doubters to board this BUS. @Obiero, this is your cue to sell all those little pieces of shares or sharelets you call KQ and do real investment. [Colour=green] Thank me later[/colour].


Lol.

@VVS always wanted some ARM. I trust he also got some at these cheap prices.

If I look at it from pure financial numbers, it looks good with a stated NAV/share of 20/- but it keeps on bleeding billions [I expect 1H to be a loss] and this reminds me of KQ. The difference is the fall was rapid vs the slow bleeding of KQ.

I didn’t buy any coz I didn’t have cash + I think there are better plays than this turnaround situation. I will wait for the 1H results.

If I had cash, I would rather buy Centum and NIC in the mid-30s.


https://af.reuters.com/a...kenyaNews/idAFL8N1TT2UD
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VituVingiSana
#122 Posted : Thursday, June 28, 2018 2:21:21 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
I wonder what the cost of the Shareholder Loans will be.
Will they be convertible i.e. convertible debt?
How will they be secured?

It's a good sign for ARM that CDC has stepped in BUT like KQ there's a lot of work that needs to be done even with a bailout.

A strategic investor may want to pay a significant discount to the NAV/share based on the challenges.

I hope ARM comes out of this hole and remains a strong competitor. Good luck!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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  | | Edit by user: Thursday, June 28, 2018 2:23 PM | Reason: Not specified
VituVingiSana
#123 Posted : Thursday, June 28, 2018 7:33:25 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
The competition is not sleeping
https://www.businessdail...34976-pqfeywz/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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muandiwambeu
#124 Posted : Thursday, June 28, 2018 8:09:58 PM
Rank: Veteran

Joined: 8/28/2015
Posts: 1,247
sparkly wrote:
Pesa Nane wrote:





Restructuring... expect dilution.

Kq set a precedent with the watch of cma to break wanjiku and @obieros neck. Hapa, nikilio pekee yake utusikia. Watching from the sides. Ety deferred shares without economic value and voting rights which were deleted harplessly. Hebu nitasikia hile kiswahili itaongewa hapa, mtu atatoka na kanini kakibleed and badly bruised to look back everπŸ™ƒπŸ™ƒπŸ™ƒπŸ™ƒSad Sad Sad Sad Laughing out loudly Laughing out loudly Laughing out loudly. CMA will be looking like thisd'oh! Sad at the end of the prospectus.
,Behold, a sower went forth to sow;....
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xxxxx
#125 Posted : Friday, June 29, 2018 10:33:07 AM
Rank: Member

Joined: 3/20/2008
Posts: 503
muandiwambeu wrote:
sparkly wrote:
Pesa Nane wrote:





Restructuring... expect dilution.

Kq set a precedent with the watch of cma to break wanjiku and @obieros neck. Hapa, nikilio pekee yake utusikia. Watching from the sides. Ety deferred shares without economic value and voting rights which were deleted harplessly. Hebu nitasikia hile kiswahili itaongewa hapa, mtu atatoka na kanini kakibleed and badly bruised to look back everπŸ™ƒπŸ™ƒπŸ™ƒπŸ™ƒSad Sad Sad Sad Laughing out loudly Laughing out loudly Laughing out loudly. CMA will be looking like thisd'oh! Sad at the end of the prospectus.


Back to 3Laughing out loudly
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muandiwambeu
#126 Posted : Friday, June 29, 2018 11:15:58 AM
Rank: Veteran

Joined: 8/28/2015
Posts: 1,247
xxxxx wrote:
muandiwambeu wrote:
sparkly wrote:
Pesa Nane wrote:





Restructuring... expect dilution.

Kq set a precedent with the watch of cma to break wanjiku and @obieros neck. Hapa, nikilio pekee yake utusikia. Watching from the sides. Ety deferred shares without economic value and voting rights which were deleted harplessly. Hebu nitasikia hile kiswahili itaongewa hapa, mtu atatoka na kanini kakibleed and badly bruised to look back everπŸ™ƒπŸ™ƒπŸ™ƒπŸ™ƒSad Sad Sad Sad Laughing out loudly Laughing out loudly Laughing out loudly. CMA will be looking like thisd'oh! Sad at the end of the prospectus.


Back to 3Laughing out loudly

FatteningSad Sad Sad
,Behold, a sower went forth to sow;....
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xxxxx
#127 Posted : Friday, June 29, 2018 12:44:10 PM
Rank: Member

Joined: 3/20/2008
Posts: 503
muandiwambeu wrote:
xxxxx wrote:
muandiwambeu wrote:
sparkly wrote:
Pesa Nane wrote:





Restructuring... expect dilution.

Kq set a precedent with the watch of cma to break wanjiku and @obieros neck. Hapa, nikilio pekee yake utusikia. Watching from the sides. Ety deferred shares without economic value and voting rights which were deleted harplessly. Hebu nitasikia hile kiswahili itaongewa hapa, mtu atatoka na kanini kakibleed and badly bruised to look back everπŸ™ƒπŸ™ƒπŸ™ƒπŸ™ƒSad Sad Sad Sad Laughing out loudly Laughing out loudly Laughing out loudly. CMA will be looking like thisd'oh! Sad at the end of the prospectus.


Back to 3Laughing out loudly

FatteningSad Sad Sad


You, my friend, are as negative on ARM as @Obiero was positive on KQ.....All ARM required was an indicator to the market that there's financial backing worthy of going concern status. We are beyond that point sir!

Watch and learn
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winmak
#128 Posted : Friday, June 29, 2018 1:16:03 PM
Rank: Member

Joined: 12/1/2007
Posts: 539
Location: Nakuru
xxxxx wrote:
muandiwambeu wrote:
xxxxx wrote:
muandiwambeu wrote:
sparkly wrote:
Pesa Nane wrote:





Restructuring... expect dilution.

Kq set a precedent with the watch of cma to break wanjiku and @obieros neck. Hapa, nikilio pekee yake utusikia. Watching from the sides. Ety deferred shares without economic value and voting rights which were deleted harplessly. Hebu nitasikia hile kiswahili itaongewa hapa, mtu atatoka na kanini kakibleed and badly bruised to look back everπŸ™ƒπŸ™ƒπŸ™ƒπŸ™ƒSad Sad Sad Sad Laughing out loudly Laughing out loudly Laughing out loudly. CMA will be looking like thisd'oh! Sad at the end of the prospectus.


Back to 3Laughing out loudly

FatteningSad Sad Sad


You, my friend, are as negative on ARM as @Obiero was positive on KQ.....All ARM required was an indicator to the market that there's financial backing worthy of going concern status. We are beyond that point sir!

Watch and learn


In fact I would pay to know muandis stock portfolio
For investors as a whole, returns decrease as motion increases ~ WB
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littledove
#129 Posted : Friday, June 29, 2018 1:45:08 PM
Rank: Veteran

Joined: 7/1/2014
Posts: 927
Location: sky
xxxxx wrote:
muandiwambeu wrote:
sparkly wrote:
Pesa Nane wrote:





Restructuring... expect dilution.

Kq set a precedent with the watch of cma to break wanjiku and @obieros neck. Hapa, nikilio pekee yake utusikia. Watching from the sides. Ety deferred shares without economic value and voting rights which were deleted harplessly. Hebu nitasikia hile kiswahili itaongewa hapa, mtu atatoka na kanini kakibleed and badly bruised to look back everπŸ™ƒπŸ™ƒπŸ™ƒπŸ™ƒSad Sad Sad Sad Laughing out loudly Laughing out loudly Laughing out loudly. CMA will be looking like thisd'oh! Sad at the end of the prospectus.


Back to 3Laughing out loudly

currently no supply, who is attending their agm today

There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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muandiwambeu
#130 Posted : Friday, June 29, 2018 2:38:31 PM
Rank: Veteran

Joined: 8/28/2015
Posts: 1,247
winmak wrote:
xxxxx wrote:
muandiwambeu wrote:
xxxxx wrote:
muandiwambeu wrote:
sparkly wrote:
Pesa Nane wrote:





Restructuring... expect dilution.

Kq set a precedent with the watch of cma to break wanjiku and @obieros neck. Hapa, nikilio pekee yake utusikia. Watching from the sides. Ety deferred shares without economic value and voting rights which were deleted harplessly. Hebu nitasikia hile kiswahili itaongewa hapa, mtu atatoka na kanini kakibleed and badly bruised to look back everπŸ™ƒπŸ™ƒπŸ™ƒπŸ™ƒSad Sad Sad Sad Laughing out loudly Laughing out loudly Laughing out loudly. CMA will be looking like thisd'oh! Sad at the end of the prospectus.


Back to 3Laughing out loudly

FatteningSad Sad Sad


You, my friend, are as negative on ARM as @Obiero was positive on KQ.....All ARM required was an indicator to the market that there's financial backing worthy of going concern status. We are beyond that point sir!

Watch and learn


In fact I would pay to know muandis stock portfolio

hehehe, you have to sweat during planting. Otherwise do your own dance.smile . 300k mumias. I can bequeath them to you when you get to seventy yawaLaughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly, now do you really have to pay...
Further are you the one jettisoning kplc like its going to rain acid tonight. Something must be aloof here. What do I know that you don't know.
,Behold, a sower went forth to sow;....
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  | | Edit by user: Friday, June 29, 2018 2:57 PM | Reason: Not specified
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