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Bamburi Cement HY17
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the deal
#11 Posted : Saturday, August 26, 2017 11:17:19 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Pesa Nane wrote:

Terrible results... going to get worse

1. Rate cap...will hit lending to real estate
2. Going forward I expect GoK to start consolidating and go slow on infrastructure because of rising debt
3. Some players are still increasing capacity in a shrinking industry.... price wars will further cut margins
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  | | Edit by user: Saturday, August 26, 2017 11:19 AM | Reason: Not specified
Angelica _ann
#12 Posted : Saturday, August 26, 2017 11:29:11 AM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
obiero wrote:
Fyatu wrote:
obiero wrote:
Fyatu wrote:
obiero wrote:
Pesa Nane wrote:

Our economy is dying and no one is telling the truth to the two men



Wacha nicheke kidogo...hahahaha. Biashara ya simiti hata huko Tanzania na Ethiopia (7% + 1 GDP growth) imekuwa ngumu. e.g., hapa Kenya market ya 32.5 ni ya Mombasa cement, Savanna na Simba. Infrastructure e.g., SGR na barabara za gorofa simiti ni Rhino na Bamburi.Hi narrative ya economy ina bomoka tuliwachia Nyanza super alliance(NASA)

@Fyatu kindly give me 5 listed companies that have reported increased profitability in 2017


Kenya power
Kenol Kobil
Total Kenya
Safaricon
Stanlib fahari i-reit
Standard media group
Longhorn publishers
EAGADS

Excellent. Now give us the percentage increase year on year


Out of......then again some companies in that listSad
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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Fyatu
#13 Posted : Saturday, August 26, 2017 6:34:16 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
obiero wrote:
Fyatu wrote:
obiero wrote:
Fyatu wrote:
obiero wrote:
Pesa Nane wrote:

Our economy is dying and no one is telling the truth to the two men



Wacha nicheke kidogo...hahahaha. Biashara ya simiti hata huko Tanzania na Ethiopia (7% + 1 GDP growth) imekuwa ngumu. e.g., hapa Kenya market ya 32.5 ni ya Mombasa cement, Savanna na Simba. Infrastructure e.g., SGR na barabara za gorofa simiti ni Rhino na Bamburi.Hi narrative ya economy ina bomoka tuliwachia Nyanza super alliance(NASA)

@Fyatu kindly give me 5 listed companies that have reported increased profitability in 2017


Kenya power
Kenol Kobil
Total Kenya
Safaricon
Stanlib fahari i-reit
Standard media group
Longhorn publishers
EAGADS

Excellent. Now give us the percentage increase year on year


Kwani hii imekuwa kazi ndio nishinde hapa?
Dumb money becomes dumb only when it listens to smart money
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bartum
#14 Posted : Saturday, August 26, 2017 6:55:28 PM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
the deal wrote:
Pesa Nane wrote:

Terrible results... going to get worse

1. Rate cap...will hit lending to real estate
2. Going forward I expect GoK to start consolidating and go slow on infrastructure because of rising debt
3. Some players are still increasing capacity in a shrinking industry.... price wars will further cut margins

They are not about to go slow, high speed rd to Mombasa worth 280b financed by US and UK banks, sgr)part two to naivasha about to start in 2wks
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WWW
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obiero
#15 Posted : Saturday, August 26, 2017 7:42:14 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
Fyatu wrote:
obiero wrote:
Fyatu wrote:
obiero wrote:
Fyatu wrote:
obiero wrote:
Pesa Nane wrote:

Our economy is dying and no one is telling the truth to the two men



Wacha nicheke kidogo...hahahaha. Biashara ya simiti hata huko Tanzania na Ethiopia (7% + 1 GDP growth) imekuwa ngumu. e.g., hapa Kenya market ya 32.5 ni ya Mombasa cement, Savanna na Simba. Infrastructure e.g., SGR na barabara za gorofa simiti ni Rhino na Bamburi.Hi narrative ya economy ina bomoka tuliwachia Nyanza super alliance(NASA)

@Fyatu kindly give me 5 listed companies that have reported increased profitability in 2017


Kenya power
Kenol Kobil
Total Kenya
Safaricon
Stanlib fahari i-reit
Standard media group
Longhorn publishers
EAGADS

Excellent. Now give us the percentage increase year on year


Kwani hii imekuwa kazi ndio nishinde hapa?

Lol.. The cookie is crumbling http://www.businessdaily...71776-13htc4x/index.html

KQ ABP 4.26
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WWW
  | | Edit by user: Sunday, August 27, 2017 8:21 AM | Reason: Not specified
Ebenyo
#16 Posted : Monday, August 28, 2017 11:26:33 AM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
obiero wrote:
Fyatu wrote:
obiero wrote:
Fyatu wrote:
obiero wrote:
Fyatu wrote:
obiero wrote:
[quote=Pesa Nane]

Our economy is dying and no one is telling the truth to the two men



Wacha nicheke kidogo...hahahaha. Biashara ya simiti hata huko Tanzania na Ethiopia (7% + 1 GDP growth) imekuwa ngumu. e.g., hapa Kenya market ya 32.5 ni ya Mombasa cement, Savanna na Simba. Infrastructure e.g., SGR na barabara za gorofa simiti ni Rhino na Bamburi.Hi narrative ya economy ina bomoka tuliwachia Nyanza super alliance(NASA)

@Fyatu kindly give me 5 listed companies that have reported increased profitability in 2017


Kenya power
Kenol Kobil
Total Kenya
Safaricon
Stanlib fahari i-reit
Standard media group
Longhorn publishers
EAGADS

Excellent. Now give us the percentage increase year on year


Kwani hii imekuwa kazi ndio nishinde hapa?

Lol.. The cookie is crumbling http://www.businessdaily...1776-13htc4x/index.html[/quote]

They cited competition and election effects.Lets see Full year results how it turns out to be.Compared to ARM and EAPC,i only see bamburi as viable.
Towards the goal of financial freedom
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VituVingiSana
#17 Posted : Monday, August 28, 2017 8:08:55 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
EAPCC died years ago but it has lots of land and concessions [Athi River is now part of Greater Nairobi]. Bamburi owns 46% of EAPCC.
ARM needs to consolidate. The TZ operations are suffering.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ebenyo
#18 Posted : Wednesday, August 30, 2017 12:23:10 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
VituVingiSana wrote:
EAPCC died years ago but it has lots of land and concessions [Athi River is now part of Greater Nairobi]. Bamburi owns 46% of EAPCC.
ARM needs to consolidate. The TZ operations are suffering.


I expect second half of the year to be good for bamburi especially after these issues of elections are over.
Towards the goal of financial freedom
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Pesa Nane
#19 Posted : Thursday, October 05, 2017 4:18:19 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Pesa Nane plans to be shilingi when he grows up.
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mamilli
#20 Posted : Thursday, November 30, 2017 7:42:01 PM
Rank: Member

Joined: 10/6/2015
Posts: 249
Location: Nairobi
Ebenyo wrote:
VituVingiSana wrote:
EAPCC died years ago but it has lots of land and concessions [Athi River is now part of Greater Nairobi]. Bamburi owns 46% of EAPCC.
ARM needs to consolidate. The TZ operations are suffering.


I expect second half of the year to be good for bamburi especially after these issues of elections are over.


Duru za kuaminika zinatuarifu ya kwamba,kuna end year PROFIT WARNING Sad
Never lose your position in a bull market,BTFD.
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