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Bamburi SELL, ARM HOLD

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Ericsson		#31 Posted : Monday, May 18, 2020 11:46:47 PM
Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI		ARAPCHARLEE wrote: Ericsson 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. ARM was a good company with bad management. What is gonna happen to the share holders.. https://www.theeastafric...6538-11vklmi/index.html Their investment/money is gone just like that Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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Angelica _ann		#32 Posted : Tuesday, May 19, 2020 9:17:47 AM
Rank: Elder Joined: 12/7/2012 Posts: 11,935		Ericsson wrote: ARAPCHARLEE wrote: Ericsson 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. ARM was a good company with bad management. What is gonna happen to the share holders.. https://www.theeastafric...6538-11vklmi/index.html Their investment/money is gone just like that We moved on with lessons 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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obiero		#33 Posted : Tuesday, May 19, 2020 10:38:55 AM
Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi		Angelica _ann wrote: Ericsson wrote: ARAPCHARLEE wrote: Ericsson 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. ARM was a good company with bad management. What is gonna happen to the share holders.. https://www.theeastafric...6538-11vklmi/index.html Their investment/money is gone just like that We moved on with lessons It is important to sell, if no hope for recovery is imminent KQ ABP 4.26
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Ericsson		#34 Posted : Thursday, May 21, 2020 10:25:28 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI		https://af.reuters.com/a...kenyaNews/idAFL8N2D20FR Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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Angelica _ann		#35 Posted : Thursday, May 21, 2020 5:32:38 PM
Rank: Elder Joined: 12/7/2012 Posts: 11,935		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. 10 years ago, you wrote such . Anyway in stocks, there is nothing like long term!!! 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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kmucheke		#36 Posted : Monday, July 20, 2020 10:58:12 AM
Rank: Member Joined: 3/16/2019 Posts: 313		Covid-19 cuts cement usage 8.3pc in April Quote: Concerns, however, remain as the country’s production is still well below the installed capacity, exposing cement firms to idle capacity that has taken up billions of shillings in capital investment. The country’s total capacity stands at above 13.2 million metric tonnes, while overall cement production hit a five-year low of 5.88 million tonnes in 2019. Bamburi, Mombasa Cement, East African Portland Cement Company, Savannah Cement and National Cement have all been increasing their capacity, defying the decline in consumption. Sometime in the future cement consumption will increase and probably outstrip the available supply. What remains to be seen is how many of these cement companies will survive till that time.
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Wazua » Investor » Stocks » Bamburi SELL, ARM HOLD

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