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ARM Cement FY 2017 disaster - 6.5bn loss
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muganda
#11 Posted : Saturday, June 02, 2018 10:15:43 AM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
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VituVingiSana
#12 Posted : Saturday, June 02, 2018 11:23:13 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
muganda wrote:


https://www.businessdail...sAMP-bdltcuz/index.html


So ARM is more efficient than Mombasa, EAPCC and Savannah ie it has 13.5% market share for 1mn ton capacity. National has just 8% for 1mn tons.

Mombasa has 1.6mn tons while EAPCC has 1.3mn tons capacity but the market share for Mombasa isn’t much higher.
Why does EAPCC have 15% market share, the same as Savannah which has 1.5mn tons? Is it more efficient?
Bamburi has 15% market share per 1mn tons. The most productive of the lot.

Of course, there are many nuances. Quality eg Bamburi supplies the bulk of cement for SGR. Some producers may sell less (high quality) cement at higher prices or at higher margins.

An interesting table.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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the deal
#13 Posted : Saturday, June 02, 2018 1:09:44 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
And H1 2018? You can't post a big loss like this and survive unless you are KQLaughing out loudly Laughing out loudly Laughing out loudly
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Spikes
#14 Posted : Saturday, June 02, 2018 2:49:36 PM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
the deal wrote:
And H1 2018? You can't post a big loss like this and survive unless you are KQLaughing out loudly Laughing out loudly Laughing out loudly


Cash call in t he offing by looking for more strategic partners.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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mlennyma
#15 Posted : Saturday, June 02, 2018 2:54:53 PM
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Joined: 7/21/2010
Posts: 6,194
Location: nairobi
the deal wrote:
And H1 2018? You can't post a big loss like this and survive unless you are KQLaughing out loudly Laughing out loudly Laughing out loudly

it's upon shareholders to inject capital or it dies,i doubt any lender can risk their money on this one,if you have a live pending buy order do the necessary now,tomorrow the exit will be very congested
"Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana
#16 Posted : Saturday, June 02, 2018 7:24:47 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
mlennyma wrote:
the deal wrote:
And H1 2018? You can't post a big loss like this and survive unless you are KQLaughing out loudly Laughing out loudly Laughing out loudly

it's upon shareholders to inject capital or it dies,i doubt any lender can risk their money on this one,if you have a live pending buy order do the necessary now,tomorrow the exit will be very congested

Kwani, watu watauza hisa kesho jumapili d'oh! d'oh! d'oh!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mlennyma
#17 Posted : Saturday, June 02, 2018 7:39:40 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
VituVingiSana wrote:
mlennyma wrote:
the deal wrote:
And H1 2018? You can't post a big loss like this and survive unless you are KQLaughing out loudly Laughing out loudly Laughing out loudly

it's upon shareholders to inject capital or it dies,i doubt any lender can risk their money on this one,if you have a live pending buy order do the necessary now,tomorrow the exit will be very congested

Kwani, watu watauza hisa kesho jumapili d'oh! d'oh! d'oh!

holiday confusion but anyone inside wishes tomorrow was a working day to run away
"Don't let the fear of losing be greater than the excitement of winning."
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mlennyma
#18 Posted : Saturday, June 02, 2018 9:40:18 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Greedy investors made my buy order at 2.50 not go through, I now think they saved me
"Don't let the fear of losing be greater than the excitement of winning."
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obiero
#19 Posted : Sunday, June 03, 2018 7:25:31 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
mlennyma wrote:
Greedy investors made my buy order at 2.50 not go through, I now think they saved me

They certainly saved you

KQ ABP 4.26
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xxxxx
#20 Posted : Sunday, June 03, 2018 7:57:53 AM
Rank: Member

Joined: 3/20/2008
Posts: 503
obiero wrote:
mlennyma wrote:
Greedy investors made my buy order at 2.50 not go through, I now think they saved me

They certainly saved you


You don't know what you're missing
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