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Bamburi SELL, ARM HOLD
FUNKY
#21 Posted : Wednesday, September 04, 2019 12:56:26 PM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,497
The only mistake ARM did was opening a huge plant in Tanzania... That's when things started going wrong
VituVingiSana
#22 Posted : Wednesday, September 04, 2019 12:57:45 PM
Rank: Chief


Joined: 1/3/2007
Posts: 16,292
Location: Nairobi
FUNKY wrote:
The only mistake ARM did was opening a huge plant in Tanzania... That's when things started going wrong
Leverage. Huge leverage. If the leverage had been modest then ARM could have managed to ride through the delays and tough times.

I like that Centum is selling assets to reduce their leverage. It's better to be as unleveraged as possible in a tough environment.

EABL is also looking at a modest but ongoing deleveraging through cash inflows from Kisumu.

Cash-rich firms will probably do better in this economy.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Monk
#23 Posted : Wednesday, September 04, 2019 1:42:46 PM
Rank: Member


Joined: 7/1/2009
Posts: 99
sparkly wrote:
sparkly wrote:
ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.

Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.

ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.

ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.

If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.


Once again the analysts have shown us why we should not rely on them.

The are clearly in love with GROWTH STOCKS.


Let us avoid highly indebted firms. Next on chopping block is KQ.


Would you buy BAMB at it's current price? What would keep this counter from recovering after 2022?
littledove
#24 Posted : Wednesday, September 04, 2019 1:51:28 PM
Rank: Member


Joined: 7/1/2014
Posts: 722
Location: sky
Monk wrote:
sparkly wrote:
sparkly wrote:
ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.

Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.

ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.

ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.

If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.


Once again the analysts have shown us why we should not rely on them.

The are clearly in love with GROWTH STOCKS.


Let us avoid highly indebted firms. Next on chopping block is KQ.


Would you buy BAMB at it's current price? What would keep this counter from recovering after 2022?

i would be very cautious depending on what is happening in the market, their brand is being overshadowed by small brands like nyumba, the big contracts like sgr may be very rare going forward as the economy is struggling
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
VituVingiSana
#25 Posted : Wednesday, September 04, 2019 2:27:56 PM
Rank: Chief


Joined: 1/3/2007
Posts: 16,292
Location: Nairobi
littledove wrote:
Monk wrote:
sparkly wrote:
sparkly wrote:
ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.

Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.

ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.

ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.

If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.


Once again the analysts have shown us why we should not rely on them.

The are clearly in love with GROWTH STOCKS.


Let us avoid highly indebted firms. Next on chopping block is KQ.


Would you buy BAMB at it's current price? What would keep this counter from recovering after 2022?

i would be very cautious depending on what is happening in the market, their brand is being overshadowed by small brands like nyumba, the big contracts like sgr may be very rare going forward as the economy is struggling
SGR's 2nd phase (to Naivasha) is almost done. Unless it is extended from Naivasha/Suswa to Malaba, it is done for the near future.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Monk
#26 Posted : Wednesday, September 04, 2019 4:26:56 PM
Rank: Member


Joined: 7/1/2009
Posts: 99
VituVingiSana wrote:
littledove wrote:
Monk wrote:
sparkly wrote:
sparkly wrote:
ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.

Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.

ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.

ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.

If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.


Once again the analysts have shown us why we should not rely on them.

The are clearly in love with GROWTH STOCKS.


Let us avoid highly indebted firms. Next on chopping block is KQ.


Would you buy BAMB at it's current price? What would keep this counter from recovering after 2022?

i would be very cautious depending on what is happening in the market, their brand is being overshadowed by small brands like nyumba, the big contracts like sgr may be very rare going forward as the economy is struggling
SGR's 2nd phase (to Naivasha) is almost done. Unless it is extended from Naivasha/Suswa to Malaba, it is done for the near future.


I read somewhere that large-scale developers (eg commercial buildings, malls, large estates etc) insist on using bamburi and rhino, while individual builders (eg the DC dwellers) use the smaller brands. Has this changed?
Balaa
#27 Posted : Tuesday, September 10, 2019 10:05:39 AM
Rank: New-farer


Joined: 7/6/2018
Posts: 62
Location: Kinshasa
www.aibcapital.com/research?page=2
reasearchandmarkets.com/reports/4775643/east-africa-cement-market-industry-trends?utm_source=GNDIY&utm_medium=P

Who's fooling who? Experience has taught me that the market can make you money regardless of whether the season is bearish or bullish. A cross section of players get in with money that they will need for meeting thier basic needs hence the jitters. Others too just cant stay still with money (it must be itchy or what?) and they imagine every trend is an opportunity and they jump in with both feet (I did this myself in my younger days). When you know better you do better.
cyruskulei
#28 Posted : Monday, September 16, 2019 2:43:49 PM
Rank: Member


Joined: 3/9/2010
Posts: 175
Location: kenya
Balaa wrote:
www.aibcapital.com/research?page=2
reasearchandmarkets.com/reports/4775643/east-africa-cement-market-industry-trends?utm_source=GNDIY&utm_medium=P

Who's fooling who? Experience has taught me that the market can make you money regardless of whether the season is bearish or bullish. A cross section of players get in with money that they will need for meeting thier basic needs hence the jitters. Others too just cant stay still with money (it must be itchy or what?) and they imagine every trend is an opportunity and they jump in with both feet (I did this myself in my younger days). When you know better you do better.




It appears Bamburi is coming down to 50. The market has not been kind
Work hard at your job and you can make a living. Work hard on yourself and you can make a fortune.

tom_boy
#29 Posted : Monday, September 16, 2019 5:43:37 PM
Rank: Member


Joined: 2/20/2007
Posts: 708
Bamburi looking yummier by the day
They must find it difficult....... those who have taken authority as the truth, rather than truth as the authority. -G. Massey.
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