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ARM Cement FY 2014 earnings up only 9.8%

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muganda		#1 Posted : Wednesday, March 25, 2015 3:17:24 PM
Rank: Elder Joined: 9/15/2006 Posts: 3,907		Okay, ARM has spoilt us (and it shows in its P/E). I do not remember when it last grew only 9% and a 3% revenue decline to boot. Presage of the slowing construction industry.
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Ericsson		#2 Posted : Wednesday, March 25, 2015 4:13:37 PM
Rank: Elder Joined: 12/4/2009 Posts: 10,808 Location: NAIROBI		To support its continued expansion,ARM has appointed an group of mandated arrangers (Barclays Bank of Kenya,CFC Stanbic and Standard Chartered Bank)to assist the company raise medium to long terms funding requirements and to refinance its short term borrowings. Cash flow looks strained coz of the huge debts it has taken. Dividends will be paid on or about 20th August 2015. Yaani when it will be announced half year results. Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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innairobi		#3 Posted : Wednesday, March 25, 2015 4:59:50 PM
Rank: Member Joined: 9/2/2010 Posts: 845		Maybe the revenue dip is due to loss of market share to fast growing new players like Savannah Cement and National Cement. According to the KNBS, cement production and consumption actually skyrocketed in 2014. All my friends are heathens, take it slow. Wait for them to ask you who you know. Please don't make any sudden moves.
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Gatheuzi		#4 Posted : Wednesday, March 25, 2015 7:14:03 PM
Rank: Veteran Joined: 8/16/2009 Posts: 994		Reduction in long term loans by nearly 4b seems to have been financed by short term borrowings which grew by more than 10b. What @Ericsson noted about conversion of short term to long debts will save ARM from high financing costs. How near completion is the clinker in Tanzania? It's completion will help bost revenues. This will offset the loss of market share in Kenya. Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Kausha		#5 Posted : Wednesday, March 25, 2015 8:51:17 PM
Rank: Member Joined: 2/8/2007 Posts: 808		Clinker plant completed and commissioned in nov 2014. Grinding capacity to follow in tanga.
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obiero		#6 Posted : Monday, October 12, 2015 11:42:06 AM
Rank: Elder Joined: 6/23/2009 Posts: 14,226 Location: nairobi		this share
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Pesa Nane		#7 Posted : Monday, October 12, 2015 4:41:05 PM
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c		obiero wrote: this share what about it elder @obiero? Pesa Nane plans to be shilingi when he grows up.
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hisah		#8 Posted : Monday, October 12, 2015 5:53:01 PM
Rank: Chief Joined: 8/4/2010 Posts: 8,977		obiero wrote: this share This counter had two vol spikes last year. In Dec the 2nd vol spike (7M shares) appeared with an average of KES 85. Since then the price has failed to reclaim the 90 handle and now it trades sub 40. Solid distribution in 2014. I recall in Dec asking in NSE max thread why last Dec was exhibiting massive vol activity. I found it strange while I kept tabs on the counters which were hitting unusual vol spikes. KCB - large vol in Dec 2014 at 60. Sub 40 today. BBK - vol spike in Sept 2014 at 17 - 18 range. Sub 13 today. BRIT - vol spike in Dec 2014 at 30. Almost sub 15 today. Centum - vol spike in Nov 2014 at 65. Sub 50 today. And the special one. Look at NMG - massacre from 300. Massive vol spike appeared in 2013. Jumbo distribution! And so forth. Take time to read the charts. 2014 was a solid distribution year and the failure of 5499 on NSE20 this year confirms that sellers were busy in 2014. Now we wait for buyers (accumulators) to come back towards election time. If the election fever will be so bad that will present very ripe ground for accumulation with extremely bad negative sentiment in the market! @Obiero, I hope KQ registers another nasty result this FY so that the sentiments break the negative meter! Then you can buy as much as you want for outsize gains in 3 - 4yrs! $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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sparkly		#9 Posted : Monday, October 12, 2015 6:21:18 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		I have a problem with the debt on ARM balance sheet. A broker friend tried to talk me into buying last year at 60 but I wasn't convinced. Went up to 90 yes but am not sure if I would have bailed out in time. Life is short. Live passionately.
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obiero		#10 Posted : Monday, October 12, 2015 6:37:08 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,226 Location: nairobi		Pesa Nane wrote: obiero wrote: this share what about it elder @obiero? It has killed peoples money as @hisah has elaborated. Bloody murder.. It doesnt make sense for it to be trading at 30s while it increased profitability and is bound to continue doing so based on increased construction activity in E.A
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