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sparkly		#531 Posted : Wednesday, July 11, 2018 7:11:43 AM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		obiero wrote: Angelica _ann wrote: maka wrote: wukan wrote: maka wrote: Angelica _ann wrote: rwitre wrote: lochaz-index wrote: Still think that balance sheet is hiding alot more skeletons than what has been revealed so far. Time will tell. They keep coming @Obiero is all smiles For the umpteenth time never ever buy a corporate bond in Kenya... Never... What about safaricom and kengen bonds? ARM was junk bond In the bonds section... I mentioned safaricom and Eabl... When they were doing that bond ARM was a darling you wouldnt have termed it junk then.... Reminds me of Commercial Paper in the 90s And people are still buying this piece of junk.. Someone is seriously mopping up ARM. Demand was zero yesterday afternoon then someone showed up just before market close and cleaned out all supply from 3.50 to 3.90. Btw I sold at 3.80 yesterday banking 41% profits. The negative media coverage is not good for the rally. Life is short. Live passionately.
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mwekez@ji		#532 Posted : Wednesday, July 11, 2018 8:46:28 AM
Rank: Chief Joined: 5/31/2011 Posts: 5,121		sparkly wrote: obiero wrote: Angelica _ann wrote: maka wrote: wukan wrote: maka wrote: Angelica _ann wrote: rwitre wrote: lochaz-index wrote: Still think that balance sheet is hiding alot more skeletons than what has been revealed so far. Time will tell. They keep coming @Obiero is all smiles For the umpteenth time never ever buy a corporate bond in Kenya... Never... What about safaricom and kengen bonds? ARM was junk bond In the bonds section... I mentioned safaricom and Eabl... When they were doing that bond ARM was a darling you wouldnt have termed it junk then.... Reminds me of Commercial Paper in the 90s And people are still buying this piece of junk.. Someone is seriously mopping up ARM. Demand was zero yesterday afternoon then someone showed up just before market close and cleaned out all supply from 3.50 to 3.90. Btw I sold at 3.80 yesterday banking 41% profits. The negative media coverage is not good for the rally. That's a very decent return in such a short time. Congrats!
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Ericsson		#533 Posted : Wednesday, July 11, 2018 9:25:32 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,809 Location: NAIROBI		More and more debt. https://www.businessdail...57018-6h9b18/index.html Paunrana stake to be further diluted. The company needs to get more of its products into the market. IFC and CDC should take ARM through a merger with an existing player Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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VituVingiSana		#534 Posted : Wednesday, July 11, 2018 9:46:37 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,353 Location: Nairobi		Ericsson wrote: More and more debt. https://www.businessdail...57018-6h9b18/index.html Paunrana stake to be further diluted. The company needs to get more of its products into the market. IFC and CDC should take ARM through a merger with an existing player 1) It reads like ARM wants to replace Stanbic and AFC debt with cheaper debt from IFC & CDC. There are multiple lenders (in the Annual Report) and interest rates range from 10.5% to 17.5% depending on the lender and currency. 2) If ARM can replace these $140mn loans with cheaper debt (but increase the currency risk) it may emerge from this debacle stronger. 3) I do not think the Paunrana stake will be diluted if just the loans are replaced BUT I do not understand why CDC hasn't put its own people into executive roles. 4) Yes, ARM needs a strategic investor but who would want ARM's assets at a "fair" price? And who, except Bamburi, has the cash to buy them? [Bamburi might not be allowed to do so given its #1 position in Kenya/EAC] Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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VituVingiSana		#535 Posted : Wednesday, July 11, 2018 9:52:11 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,353 Location: Nairobi		sparkly wrote: obiero wrote: Angelica _ann wrote: maka wrote: wukan wrote: maka wrote: Angelica _ann wrote: rwitre wrote: lochaz-index wrote: Still think that balance sheet is hiding alot more skeletons than what has been revealed so far. Time will tell. They keep coming @Obiero is all smiles For the umpteenth time never ever buy a corporate bond in Kenya... Never... What about safaricom and kengen bonds? ARM was junk bond In the bonds section... I mentioned safaricom and Eabl... When they were doing that bond ARM was a darling you wouldnt have termed it junk then.... Reminds me of Commercial Paper in the 90s And people are still buying this piece of junk.. Someone is seriously mopping up ARM. Demand was zero yesterday afternoon then someone showed up just before market close and cleaned out all supply from 3.50 to 3.90. Btw I sold at 3.80 yesterday banking 41% profits. The negative media coverage is not good for the rally. Did you just abandon me? Did you just do an @Obiero on me? Pump and Dump? Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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sparkly		#536 Posted : Wednesday, July 11, 2018 10:26:51 AM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		VituVingiSana wrote: sparkly wrote: obiero wrote: Angelica _ann wrote: maka wrote: wukan wrote: maka wrote: Angelica _ann wrote: rwitre wrote: lochaz-index wrote: Still think that balance sheet is hiding alot more skeletons than what has been revealed so far. Time will tell. They keep coming @Obiero is all smiles For the umpteenth time never ever buy a corporate bond in Kenya... Never... What about safaricom and kengen bonds? ARM was junk bond In the bonds section... I mentioned safaricom and Eabl... When they were doing that bond ARM was a darling you wouldnt have termed it junk then.... Reminds me of Commercial Paper in the 90s And people are still buying this piece of junk.. Someone is seriously mopping up ARM. Demand was zero yesterday afternoon then someone showed up just before market close and cleaned out all supply from 3.50 to 3.90. Btw I sold at 3.80 yesterday banking 41% profits. The negative media coverage is not good for the rally. Did you just abandon me? Did you just do an @Obiero on me? Pump and Dump? Not at all @VVS . I belief ARM has good prospects for the medium - long term but will remain volatile in the short term. Hence I took profits hoping to catch it lower later in the 2.00 - 2.50 range. I might be wrong however. It might zoom and hit 6.00 in which case I will just watch as you enjoy your profits. Life is short. Live passionately.
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VituVingiSana		#537 Posted : Wednesday, July 11, 2018 10:52:37 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,353 Location: Nairobi		sparkly wrote: VituVingiSana wrote: sparkly wrote: obiero wrote: Angelica _ann wrote: maka wrote: wukan wrote: maka wrote: Angelica _ann wrote: rwitre wrote: lochaz-index wrote: Still think that balance sheet is hiding alot more skeletons than what has been revealed so far. Time will tell. They keep coming @Obiero is all smiles For the umpteenth time never ever buy a corporate bond in Kenya... Never... What about safaricom and kengen bonds? ARM was junk bond In the bonds section... I mentioned safaricom and Eabl... When they were doing that bond ARM was a darling you wouldnt have termed it junk then.... Reminds me of Commercial Paper in the 90s And people are still buying this piece of junk.. Someone is seriously mopping up ARM. Demand was zero yesterday afternoon then someone showed up just before market close and cleaned out all supply from 3.50 to 3.90. Btw I sold at 3.80 yesterday banking 41% profits. The negative media coverage is not good for the rally. Did you just abandon me? Did you just do an @Obiero on me? Pump and Dump? Not at all @VVS . I belief ARM has good prospects for the medium - long term but will remain volatile in the short term. Hence I took profits hoping to catch it lower later in the 2.00 - 2.50 range. I might be wrong however. It might zoom and hit 6.00 in which case I will just watch as you enjoy your profits. I hope I did my "homework" well. Whereas, I am looking at it a long-term investment, I am not confident enough to make it a core investment. Yet. There's a lot of noise but it seems CDC is going to help ARM on the Working Capital issue. I think the 1H (loss expected) results may take 2 months to release but it should provide more info. Ultimately, it seems the salvation may be a Strategic Investor coming into ARM by injecting cash and liaising with CDC to control and manage the firm by replacing the Paunrana family. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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Spikes		#538 Posted : Wednesday, July 11, 2018 11:13:48 AM
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa		sparkly wrote: obiero wrote: Angelica _ann wrote: maka wrote: wukan wrote: maka wrote: Angelica _ann wrote: rwitre wrote: lochaz-index wrote: Still think that balance sheet is hiding alot more skeletons than what has been revealed so far. Time will tell. They keep coming @Obiero is all smiles For the umpteenth time never ever buy a corporate bond in Kenya... Never... What about safaricom and kengen bonds? ARM was junk bond In the bonds section... I mentioned safaricom and Eabl... When they were doing that bond ARM was a darling you wouldnt have termed it junk then.... Reminds me of Commercial Paper in the 90s And people are still buying this piece of junk.. Someone is seriously mopping up ARM. Demand was zero yesterday afternoon then someone showed up just before market close and cleaned out all supply from 3.50 to 3.90. Btw I sold at 3.80 yesterday banking 41% profits. The negative media coverage is not good for the rally. Congrats bro to have enjoyed a juicy rally in a short period. Meanwhile bring that money into cryptos where you'll accumulate 41% profit daily... John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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sparkly		#539 Posted : Wednesday, July 11, 2018 12:36:04 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		Spikes wrote: sparkly wrote: obiero wrote: Angelica _ann wrote: maka wrote: wukan wrote: maka wrote: Angelica _ann wrote: rwitre wrote: lochaz-index wrote: Still think that balance sheet is hiding alot more skeletons than what has been revealed so far. Time will tell. They keep coming @Obiero is all smiles For the umpteenth time never ever buy a corporate bond in Kenya... Never... What about safaricom and kengen bonds? ARM was junk bond In the bonds section... I mentioned safaricom and Eabl... When they were doing that bond ARM was a darling you wouldnt have termed it junk then.... Reminds me of Commercial Paper in the 90s And people are still buying this piece of junk.. Someone is seriously mopping up ARM. Demand was zero yesterday afternoon then someone showed up just before market close and cleaned out all supply from 3.50 to 3.90. Btw I sold at 3.80 yesterday banking 41% profits. The negative media coverage is not good for the rally. Congrats bro to have enjoyed a juicy rally in a short period. Meanwhile bring that money into cryptos where you'll accumulate 41% profit daily... Cryptos nimekuachia. Let me stick to Consultancy, Stocks and Real Estate. Life is short. Live passionately.
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HaMaina		#540 Posted : Wednesday, July 11, 2018 2:19:19 PM
Rank: Veteran Joined: 4/23/2014 Posts: 931		World Bank unit to buy out Sh12bn ARM Cement loans https://www.businessdail...57018-6h9b18/index.html - I don't know what the rush is about, this is bound to take a while. “You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” - Ben Graham
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