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Bamburi Cement 2019
obiero
#11 Posted : Friday, August 23, 2019 4:49:59 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,320
Location: nairobi
xxxxx wrote:
Angelica _ann wrote:
Ericsson wrote:
mlennyma wrote:
Ericsson wrote:
Half Year Results; Bamburi Cement declares another SHOCK decline in profit: PBT collapsed 97% to Sh23m in HY19 from Sh722m in HY18. Turnover was flat at Sh18.67b (a 0.56% increase) Cash at the end of the period stood at Sh1.3b from Sh2.9b (-55%)
another ARM and E A Portland in the making
1. Higher depreciation charge from new capacity commissioned amidst flat revenue 2. Impairment of assets associated with Rwanda 3. Higher finance costs to finance capacity expansion in Uganda 4. High energy & logistics costs 5. No SGR sales 6. Closure of Uganda-Rwanda border
Looks like the new Finance Director (Grace) was cleaning the books.
I doubt it's a clean up. Looking at the challenges noted, and checking the annual report its clear the business is facing structural problems which need addressing but which may not be so easy to solve. That's why gross margins are tending towards Zero
Turnover is also showing signs of extreme trouble
COOP, IMH, KEGN, KQ, MTNU
xxxxx
#12 Posted : Tuesday, January 21, 2020 7:03:11 PM
Rank: Member

Joined: 3/20/2008
Posts: 503
obiero wrote:
xxxxx wrote:
Angelica _ann wrote:
Ericsson wrote:
mlennyma wrote:
Ericsson wrote:
Half Year Results; Bamburi Cement declares another SHOCK decline in profit: PBT collapsed 97% to Sh23m in HY19 from Sh722m in HY18. Turnover was flat at Sh18.67b (a 0.56% increase) Cash at the end of the period stood at Sh1.3b from Sh2.9b (-55%)
another ARM and E A Portland in the making
1. Higher depreciation charge from new capacity commissioned amidst flat revenue 2. Impairment of assets associated with Rwanda 3. Higher finance costs to finance capacity expansion in Uganda 4. High energy & logistics costs 5. No SGR sales 6. Closure of Uganda-Rwanda border
Looks like the new Finance Director (Grace) was cleaning the books.
I doubt it's a clean up. Looking at the challenges noted, and checking the annual report its clear the business is facing structural problems which need addressing but which may not be so easy to solve. That's why gross margins are tending towards Zero
Turnover is also showing signs of extreme trouble
So....at 72 and continuing the steep decline, is Bamburi Cement the new ARM Cement???
Angelica _ann
#13 Posted : Tuesday, January 21, 2020 7:10:12 PM
Rank: Elder

Joined: 12/7/2012
Posts: 11,937
xxxxx wrote:
obiero wrote:
xxxxx wrote:
Angelica _ann wrote:
Ericsson wrote:
mlennyma wrote:
Ericsson wrote:
Half Year Results; Bamburi Cement declares another SHOCK decline in profit: PBT collapsed 97% to Sh23m in HY19 from Sh722m in HY18. Turnover was flat at Sh18.67b (a 0.56% increase) Cash at the end of the period stood at Sh1.3b from Sh2.9b (-55%)
another ARM and E A Portland in the making
1. Higher depreciation charge from new capacity commissioned amidst flat revenue 2. Impairment of assets associated with Rwanda 3. Higher finance costs to finance capacity expansion in Uganda 4. High energy & logistics costs 5. No SGR sales 6. Closure of Uganda-Rwanda border
Looks like the new Finance Director (Grace) was cleaning the books.
I doubt it's a clean up. Looking at the challenges noted, and checking the annual report its clear the business is facing structural problems which need addressing but which may not be so easy to solve. That's why gross margins are tending towards Zero
Turnover is also showing signs of extreme trouble
So....at 72 and continuing the steep decline, is Bamburi Cement the new ARM Cement???
BAT, Jubilee, Stanchart & EABL should fall like this in 2020.
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
sparkly
#14 Posted : Tuesday, January 21, 2020 8:14:22 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Angelica _ann wrote:
xxxxx wrote:
obiero wrote:
xxxxx wrote:
Angelica _ann wrote:
Ericsson wrote:
mlennyma wrote:
Ericsson wrote:
Half Year Results; Bamburi Cement declares another SHOCK decline in profit: PBT collapsed 97% to Sh23m in HY19 from Sh722m in HY18. Turnover was flat at Sh18.67b (a 0.56% increase) Cash at the end of the period stood at Sh1.3b from Sh2.9b (-55%)
another ARM and E A Portland in the making
1. Higher depreciation charge from new capacity commissioned amidst flat revenue 2. Impairment of assets associated with Rwanda 3. Higher finance costs to finance capacity expansion in Uganda 4. High energy & logistics costs 5. No SGR sales 6. Closure of Uganda-Rwanda border
Looks like the new Finance Director (Grace) was cleaning the books.
I doubt it's a clean up. Looking at the challenges noted, and checking the annual report its clear the business is facing structural problems which need addressing but which may not be so easy to solve. That's why gross margins are tending towards Zero
Turnover is also showing signs of extreme trouble
So....at 72 and continuing the steep decline, is Bamburi Cement the new ARM Cement???
BAT, Jubilee, Stanchart & EABL should fall like this in 2020.
Pray Pray Pray
Life is short. Live passionately.
lochaz-index
#15 Posted : Thursday, January 23, 2020 12:27:20 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
xxxxx wrote:
obiero wrote:
xxxxx wrote:
Angelica _ann wrote:
Ericsson wrote:
mlennyma wrote:
Ericsson wrote:
Half Year Results; Bamburi Cement declares another SHOCK decline in profit: PBT collapsed 97% to Sh23m in HY19 from Sh722m in HY18. Turnover was flat at Sh18.67b (a 0.56% increase) Cash at the end of the period stood at Sh1.3b from Sh2.9b (-55%)
another ARM and E A Portland in the making
1. Higher depreciation charge from new capacity commissioned amidst flat revenue 2. Impairment of assets associated with Rwanda 3. Higher finance costs to finance capacity expansion in Uganda 4. High energy & logistics costs 5. No SGR sales 6. Closure of Uganda-Rwanda border
Looks like the new Finance Director (Grace) was cleaning the books.
I doubt it's a clean up. Looking at the challenges noted, and checking the annual report its clear the business is facing structural problems which need addressing but which may not be so easy to solve. That's why gross margins are tending towards Zero
Turnover is also showing signs of extreme trouble
So....at 72 and continuing the steep decline, is Bamburi Cement the new ARM Cement???
Whoa! The beating on this counter is a sight to behold. Currently at around 70 a piece it is trading below its 2005 lows with a seemingly unabating sell off. Is the firm staring at a loss for FY 2019?
The main purpose of the stock market is to make fools of as many people as possible.
Ericsson
#16 Posted : Thursday, January 23, 2020 1:19:58 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,820
Location: NAIROBI
lochaz-index wrote:
xxxxx wrote:
obiero wrote:
xxxxx wrote:
Angelica _ann wrote:
Ericsson wrote:
mlennyma wrote:
Ericsson wrote:
Half Year Results; Bamburi Cement declares another SHOCK decline in profit: PBT collapsed 97% to Sh23m in HY19 from Sh722m in HY18. Turnover was flat at Sh18.67b (a 0.56% increase) Cash at the end of the period stood at Sh1.3b from Sh2.9b (-55%)
another ARM and E A Portland in the making
1. Higher depreciation charge from new capacity commissioned amidst flat revenue 2. Impairment of assets associated with Rwanda 3. Higher finance costs to finance capacity expansion in Uganda 4. High energy & logistics costs 5. No SGR sales 6. Closure of Uganda-Rwanda border
Looks like the new Finance Director (Grace) was cleaning the books.
I doubt it's a clean up. Looking at the challenges noted, and checking the annual report its clear the business is facing structural problems which need addressing but which may not be so easy to solve. That's why gross margins are tending towards Zero
Turnover is also showing signs of extreme trouble
So....at 72 and continuing the steep decline, is Bamburi Cement the new ARM Cement???
Whoa! The beating on this counter is a sight to behold. Currently at around 70 a piece it is trading below its 2005 lows with a seemingly unabating sell off. Is the firm staring at a loss for FY 2019?
Bamburi Cement has hit new 17 year low. From 2002 to 2004, it rose from Sh15 to Sh126 (+740% in just 2 years). My God, Kibaki made people RICH.
Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
heri
#17 Posted : Thursday, January 23, 2020 2:57:25 PM
Rank: Member

Joined: 9/14/2011
Posts: 869
Location: nairobi
Ericsson wrote:
lochaz-index wrote:
xxxxx wrote:
obiero wrote:
xxxxx wrote:
Angelica _ann wrote:
Ericsson wrote:
mlennyma wrote:
[quote=Ericsson]Half Year Results; Bamburi Cement declares another SHOCK decline in profit: PBT collapsed 97% to Sh23m in HY19 from Sh722m in HY18. Turnover was flat at Sh18.67b (a 0.56% increase) Cash at the end of the period stood at Sh1.3b from Sh2.9b (-55%)
another ARM and E A Portland in the making
1. Higher depreciation charge from new capacity commissioned amidst flat revenue 2. Impairment of assets associated with Rwanda 3. Higher finance costs to finance capacity expansion in Uganda 4. High energy & logistics costs 5. No SGR sales 6. Closure of Uganda-Rwanda border
Looks like the new Finance Director (Grace) was cleaning the books.
I doubt it's a clean up. Looking at the challenges noted, and checking the annual report its clear the business is facing structural problems which need addressing but which may not be so easy to solve. That's why gross margins are tending towards Zero
Turnover is also showing signs of extreme trouble
So....at 72 and continuing the steep decline, is Bamburi Cement the new ARM Cement???
Whoa! The beating on this counter is a sight to behold. Currently at around 70 a piece it is trading below its 2005 lows with a seemingly unabating sell off. Is the firm staring at a loss for FY 2019?
Bamburi Cement has hit new 17 year low. From 2002 to 2004, it rose from Sh15 to Sh126 (+740% in just 2 years). My God, Kibaki made people RICH.
heri
#18 Posted : Thursday, January 23, 2020 3:02:49 PM
Rank: Member

Joined: 9/14/2011
Posts: 869
Location: nairobi
Ericsson wrote:
lochaz-index wrote:
xxxxx wrote:
obiero wrote:
xxxxx wrote:
Angelica _ann wrote:
Ericsson wrote:
mlennyma wrote:
Ericsson wrote:
Half Year Results; Bamburi Cement declares another SHOCK decline in profit: PBT collapsed 97% to Sh23m in HY19 from Sh722m in HY18. Turnover was flat at Sh18.67b (a 0.56% increase) Cash at the end of the period stood at Sh1.3b from Sh2.9b (-55%)
another ARM and E A Portland in the making
1. Higher depreciation charge from new capacity commissioned amidst flat revenue 2. Impairment of assets associated with Rwanda 3. Higher finance costs to finance capacity expansion in Uganda 4. High energy & logistics costs 5. No SGR sales 6. Closure of Uganda-Rwanda border
Looks like the new Finance Director (Grace) was cleaning the books.
I doubt it's a clean up. Looking at the challenges noted, and checking the annual report its clear the business is facing structural problems which need addressing but which may not be so easy to solve. That's why gross margins are tending towards Zero
Turnover is also showing signs of extreme trouble
So....at 72 and continuing the steep decline, is Bamburi Cement the new ARM Cement???
Whoa! The beating on this counter is a sight to behold. Currently at around 70 a piece it is trading below its 2005 lows with a seemingly unabating sell off. Is the firm staring at a loss for FY 2019?
Bamburi Cement has hit new 17 year low. From 2002 to 2004, it rose from Sh15 to Sh126 (+740% in just 2 years). My God, Kibaki made people RICH.
will such opportunities come by again in my lifetime?
Ericsson
#19 Posted : Thursday, January 23, 2020 5:30:19 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,820
Location: NAIROBI
heri wrote:
Ericsson wrote:
lochaz-index wrote:
xxxxx wrote:
obiero wrote:
xxxxx wrote:
Angelica _ann wrote:
Ericsson wrote:
mlennyma wrote:
Ericsson wrote:
Half Year Results; Bamburi Cement declares another SHOCK decline in profit: PBT collapsed 97% to Sh23m in HY19 from Sh722m in HY18. Turnover was flat at Sh18.67b (a 0.56% increase) Cash at the end of the period stood at Sh1.3b from Sh2.9b (-55%)
another ARM and E A Portland in the making
1. Higher depreciation charge from new capacity commissioned amidst flat revenue 2. Impairment of assets associated with Rwanda 3. Higher finance costs to finance capacity expansion in Uganda 4. High energy & logistics costs 5. No SGR sales 6. Closure of Uganda-Rwanda border
Looks like the new Finance Director (Grace) was cleaning the books.
I doubt it's a clean up. Looking at the challenges noted, and checking the annual report its clear the business is facing structural problems which need addressing but which may not be so easy to solve. That's why gross margins are tending towards Zero
Turnover is also showing signs of extreme trouble
So....at 72 and continuing the steep decline, is Bamburi Cement the new ARM Cement???
Whoa! The beating on this counter is a sight to behold. Currently at around 70 a piece it is trading below its 2005 lows with a seemingly unabating sell off. Is the firm staring at a loss for FY 2019?
Bamburi Cement has hit new 17 year low. From 2002 to 2004, it rose from Sh15 to Sh126 (+740% in just 2 years). My God, Kibaki made people RICH.
will such opportunities come by again in my lifetime?
Under Kibaki, the NSE 20 even crossed the 6,000 pts mark. Compare with the situation now where everybody is praying for the benchmark to reach even 3,000 pts." -
Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
xxxxx
#20 Posted : Thursday, January 23, 2020 7:23:24 PM
Rank: Member

Joined: 3/20/2008
Posts: 503
heri wrote:
Ericsson wrote:
lochaz-index wrote:
xxxxx wrote:
obiero wrote:
xxxxx wrote:
Angelica _ann wrote:
Ericsson wrote:
mlennyma wrote:
Ericsson wrote:
Half Year Results; Bamburi Cement declares another SHOCK decline in profit: PBT collapsed 97% to Sh23m in HY19 from Sh722m in HY18. Turnover was flat at Sh18.67b (a 0.56% increase) Cash at the end of the period stood at Sh1.3b from Sh2.9b (-55%)
another ARM and E A Portland in the making
1. Higher depreciation charge from new capacity commissioned amidst flat revenue 2. Impairment of assets associated with Rwanda 3. Higher finance costs to finance capacity expansion in Uganda 4. High energy & logistics costs 5. No SGR sales 6. Closure of Uganda-Rwanda border
Looks like the new Finance Director (Grace) was cleaning the books.
I doubt it's a clean up. Looking at the challenges noted, and checking the annual report its clear the business is facing structural problems which need addressing but which may not be so easy to solve. That's why gross margins are tending towards Zero
Turnover is also showing signs of extreme trouble
So....at 72 and continuing the steep decline, is Bamburi Cement the new ARM Cement???
Whoa! The beating on this counter is a sight to behold. Currently at around 70 a piece it is trading below its 2005 lows with a seemingly unabating sell off. Is the firm staring at a loss for FY 2019?
Bamburi Cement has hit new 17 year low. From 2002 to 2004, it rose from Sh15 to Sh126 (+740% in just 2 years). My God, Kibaki made people RICH.
will such opportunities come by again in my lifetime?
Now's your opportunity to load up on Bamburi
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