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ARM Cement FY16
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Ericsson
#21 Posted : Friday, June 23, 2017 3:23:37 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
http://www.businessdaily...83672-7lkxw2z/index.html
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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sparkly
#22 Posted : Friday, June 23, 2017 4:39:56 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/Stanbic-Nigerian-lender-gainers--Sh14-1bn-ARM/539550-3983672-7lkxw2z/index.html


Quote:
Stanbic Bank Kenya CFC • 72.00 and Africa Finance Corporation (AFC) were among the biggest beneficiaries of the Sh14.1 billion that UK’s sovereign wealth fund CDC Group injected into cement manufacturer ARM last year for a 40.6 per cent stake.


Mediocre reporting. To a bank early payment of a loan is not a benefit. It's a disaster.
Life is short. Live passionately.
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mamilli
#23 Posted : Friday, June 23, 2017 6:28:27 PM
Rank: Member

Joined: 10/6/2015
Posts: 249
Location: Nairobi
sparkly wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/Stanbic-Nigerian-lender-gainers--Sh14-1bn-ARM/539550-3983672-7lkxw2z/index.html


Quote:
Stanbic Bank Kenya CFC • 72.00 and Africa Finance Corporation (AFC) were among the biggest beneficiaries of the Sh14.1 billion that UK’s sovereign wealth fund CDC Group injected into cement manufacturer ARM last year for a 40.6 per cent stake.


Mediocre reporting. To a bank early payment of a loan is not a benefit. It's a disaster.


Atleast better than a default...
Never lose your position in a bull market,BTFD.
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obiero
#24 Posted : Friday, June 23, 2017 6:33:42 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
mamilli wrote:
sparkly wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/Stanbic-Nigerian-lender-gainers--Sh14-1bn-ARM/539550-3983672-7lkxw2z/index.html


Quote:
Stanbic Bank Kenya CFC • 72.00 and Africa Finance Corporation (AFC) were among the biggest beneficiaries of the Sh14.1 billion that UK’s sovereign wealth fund CDC Group injected into cement manufacturer ARM last year for a 40.6 per cent stake.


Mediocre reporting. To a bank early payment of a loan is not a benefit. It's a disaster.


Atleast better than a default...

You are intelligent.. People have been hard coded to see the negative in every situation instead of the positive

KQ ABP 4.26
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  | | Edit by user: Friday, June 23, 2017 6:34 PM | Reason: Not specified
sparkly
#25 Posted : Friday, June 23, 2017 8:56:48 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
obiero wrote:
mamilli wrote:
sparkly wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/Stanbic-Nigerian-lender-gainers--Sh14-1bn-ARM/539550-3983672-7lkxw2z/index.html


Quote:
Stanbic Bank Kenya CFC • 72.00 and Africa Finance Corporation (AFC) were among the biggest beneficiaries of the Sh14.1 billion that UK’s sovereign wealth fund CDC Group injected into cement manufacturer ARM last year for a 40.6 per cent stake.


Mediocre reporting. To a bank early payment of a loan is not a benefit. It's a disaster.


Atleast better than a default...

You are intelligent.. People have been hard coded to see the negative in every situation instead of the positive


As an investor in Stanbic, I would have preferred that all the money from CDC go into the core business of ARM, strengthening the business and ensuring a stream of interest income.

If I was a minority shareholder in ARM, I would be disappointed by the dilution by CDC. Equity is dilutive and the cost of equity is also higher than cost of debt.
Life is short. Live passionately.
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Ericsson
#26 Posted : Friday, June 23, 2017 11:48:07 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
@sparkly
Stanbic are Happy to have gotten their money now. Strengthening the business and seeing the returns takes time and going by the way ARM was performing that loan they were going to have difficulties repaying
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ebenyo
#27 Posted : Saturday, June 24, 2017 7:57:01 AM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
sparkly wrote:
obiero wrote:
mamilli wrote:
sparkly wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/Stanbic-Nigerian-lender-gainers--Sh14-1bn-ARM/539550-3983672-7lkxw2z/index.html


Quote:
Stanbic Bank Kenya CFC • 72.00 and Africa Finance Corporation (AFC) were among the biggest beneficiaries of the Sh14.1 billion that UK’s sovereign wealth fund CDC Group injected into cement manufacturer ARM last year for a 40.6 per cent stake.


Mediocre reporting. To a bank early payment of a loan is not a benefit. It's a disaster.


Atleast better than a default...

You are intelligent.. People have been hard coded to see the negative in every situation instead of the positive


As an investor in Stanbic, I would have preferred that all the money from CDC go into the core business of ARM, strengthening the business and ensuring a stream of interest income.

If I was a minority shareholder in ARM, I would be disappointed by the dilution by CDC. Equity is dilutive and the cost of equity is also higher than cost of debt.


the best thing is that finance cost will come down hence freeing more cash into core business.
Towards the goal of financial freedom
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sparkly
#28 Posted : Saturday, June 24, 2017 12:00:21 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ebenyo wrote:
sparkly wrote:
obiero wrote:
mamilli wrote:
sparkly wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/Stanbic-Nigerian-lender-gainers--Sh14-1bn-ARM/539550-3983672-7lkxw2z/index.html


Quote:
Stanbic Bank Kenya CFC • 72.00 and Africa Finance Corporation (AFC) were among the biggest beneficiaries of the Sh14.1 billion that UK’s sovereign wealth fund CDC Group injected into cement manufacturer ARM last year for a 40.6 per cent stake.


Mediocre reporting. To a bank early payment of a loan is not a benefit. It's a disaster.


Atleast better than a default...

You are intelligent.. People have been hard coded to see the negative in every situation instead of the positive


As an investor in Stanbic, I would have preferred that all the money from CDC go into the core business of ARM, strengthening the business and ensuring a stream of interest income.

If I was a minority shareholder in ARM, I would be disappointed by the dilution by CDC. Equity is dilutive and the cost of equity is also higher than cost of debt.


the best thing is that finance cost will come down hence freeing more cash into core business.


ARM needs to go win market share, grow volumes, increase efficiency to compete effectively in the crowded cement market... Not to save costs.
Life is short. Live passionately.
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Fyatu
#29 Posted : Saturday, June 24, 2017 12:10:17 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
sparkly wrote:
Ebenyo wrote:
sparkly wrote:
obiero wrote:
mamilli wrote:
sparkly wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/Stanbic-Nigerian-lender-gainers--Sh14-1bn-ARM/539550-3983672-7lkxw2z/index.html


Quote:
Stanbic Bank Kenya CFC • 72.00 and Africa Finance Corporation (AFC) were among the biggest beneficiaries of the Sh14.1 billion that UK’s sovereign wealth fund CDC Group injected into cement manufacturer ARM last year for a 40.6 per cent stake.


Mediocre reporting. To a bank early payment of a loan is not a benefit. It's a disaster.


Atleast better than a default...

You are intelligent.. People have been hard coded to see the negative in every situation instead of the positive


As an investor in Stanbic, I would have preferred that all the money from CDC go into the core business of ARM, strengthening the business and ensuring a stream of interest income.

If I was a minority shareholder in ARM, I would be disappointed by the dilution by CDC. Equity is dilutive and the cost of equity is also higher than cost of debt.


the best thing is that finance cost will come down hence freeing more cash into core business.


ARM needs to go win market share, grow volumes, increase efficiency to compete effectively in the crowded cement market... Not to save costs.


Mombasa cement seems to have edged out Rhino cement in the 32.5 strength category in some parts of the country where Rhino was dominant..
Dumb money becomes dumb only when it listens to smart money
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actuarywahisa
#30 Posted : Tuesday, June 27, 2017 10:36:59 AM
Rank: Member

Joined: 5/21/2014
Posts: 184
sparkly wrote:
Ericsson wrote:
http://www.businessdailyafrica.com/corporate/Stanbic-Nigerian-lender-gainers--Sh14-1bn-ARM/539550-3983672-7lkxw2z/index.html


Quote:
Stanbic Bank Kenya CFC • 72.00 and Africa Finance Corporation (AFC) were among the biggest beneficiaries of the Sh14.1 billion that UK’s sovereign wealth fund CDC Group injected into cement manufacturer ARM last year for a 40.6 per cent stake.


Mediocre reporting. To a bank early payment of a loan is not a benefit. It's a disaster.


Not at all if the debtor is struggling. Stanbic just has to find a new home for the money.
There are too many opportunities all around. Open your eyes and maybe you'll spot one
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